Mastering Copilot for Microsoft 365 Readiness, Deployment and Management for IT Professionals

Microsoft are migrating Compliance features and functionality from the ‘Classic’ Microsoft Purview compliance portal to the ‘new’ Microsoft Purview portal.

QA are rewriting all course materials and labs to the new Microsoft Purview portal. Updated courses will be available when the new Microsoft Purview portal is in General Availability or shortly after (likely to be Autumn 2024).

Overview

Mastering Microsoft Copilot for Microsoft 365 Readiness, Deployment and Management for IT Professionals- Hands on

This 3 day course is for IT professionals deploying or considering Microsoft Copilot for Microsoft 365 Readiness for deployments. The course provides detailed information on Microsoft 365 Architecture, requirements and deployment steps and provides a 'hands on' learning experince using a series of compelling labs to compound learning.

This course also provides detailed guidance for discovering, protecting and preventing sensitive data overexposure with Microsoft Copilot for Microsoft 365.

Please note the following:

• This is course designed for IT professionals to learn how to discover, protect, govern and monitor sensitive information within an organization and successfully deploy, administer and monitor Copilot for Microsoft 365
• All Copilot for Microsoft 365 administrative tasks and features will also be covered, please note, compared to data discovery and protection these are a relatively small component of a successful Copilot for Microsoft 365 project
• During the course and for 7 days after the course, each delegate will have access their own Microsoft 365 tenant, in which they will deploy Copilot for Microsoft 365 and apply features to discover and protect sensitive information.
• There will be minimal cover of end user features of Copilot for Microsoft 365 – delegates interested in exploring end user features of Copilot for Microsoft 365 should review our Introduction to Copilot for Microsoft 365 for business users course
• This course focuses on Copilot for Microsoft 365. There are other separately licensed Microsoft Copilots for Azure, Github, PowerPlatform, Dynamics and more which will not be covered.

• Develop an understanding of Understanding of Microsoft Copilot for Microsoft 365 Architecture
• Preparing and Securing Company Data
• How To Discover Sensitive Data
• How To Protect Data
• Data Governance
• Ongoing Data Protection Monitoring and Risk Mitigation
• How To Deploy Deploying Microsoft Copilot for Microsoft 365
• Microsoft Copilot for Microsoft 365 Extensibility
• Microsoft 365 Copilot Monitoring and Adoption

A Basic Understanding of Microsoft 365 Administration and PowerShell

Module 1: Introduction

Lesson 1: Overview of Copilot for Microsoft 365

Lesson 2: Understanding the architecture of Copilot for Microsoft 365

• Copilot for Microsoft 365 and Guest\External Users
• Retrieval Augmented Generation
• App Commanding
• Copilot for Microsoft 365 Data Residency
• Copilot for Microsoft 365 data processing
• The unsung hero of Copilot for Microsoft 365

Copilot for Microsoft 365 architecture key takeaways

Lesson 3: Preparing company data before deploying Copilot for Microsoft 365

• Preparing and securing information
• Know your sensitive information

Lesson 4: Data cleansing and hygiene of ROT

• De-duplicate of Information
• Next steps

Lab 1 - Setup for Microsoft 365

Module 2: Classifying data

Lesson 1: Data Classification Options

Lesson 2: SharePoint columns (metadata)

• Creating columns
• Benefits of SharePoint columns for Microsoft Copilot for Microsoft 365 deployments
• SharePoint Column Administrator tasks for Microsoft Copilot for Microsoft 365

Lesson 3: SharePoint Content Types

• Creating content types
• Content types and SharePoint columns (Metadata)
• Benefits of SharePoint Content Types for Microsoft Copilot for Microsoft 365 deployments
• Which is better, columns or content types?
• SharePoint Content Type Administrator tasks for Microsoft Copilot for Microsoft 365
• Using SharePoint Premium (aka Microsoft Syntex) to perform content classification and entity extraction

Lesson 4: Microsoft 365 Sensitive Information Types (SIT)

• Named entities
• Custom sensitive information types
• Testing sensitive information types
• Exact data match (EDM)
• Benefits of Sensitive Information Types for Microsoft Copilot for Microsoft 365 deployments
• Sensitive Information Types Administrator tasks for Microsoft Copilot for Microsoft 365

Lesson 5: DLP Fingerprinting

Lesson 6: Trainable classifiers

• Creating a custom trainable classifier
• Trainable Classifier Administrator tasks for Microsoft Copilot for Microsoft 365

Lesson 7: Sensitivity Labels

• Benefits of sensitivity labels for Microsoft Copilot for Microsoft 365 deployments
• Sensitivity Label Administrator tasks for Microsoft Copilot for Microsoft 365

Lesson 8: Retention Labels

• Benefits of retention labels for Microsoft Copilot for Microsoft 365 deployments
• Retention Label Administrator tasks for Microsoft Copilot for Microsoft 365

Lesson 9: Data classification key takeaways

Lab Content Types

Lab Sensitive Information Types

Lab Exact Data Match

Module 3: Discovering sensitive data

Lesson 1: Microsoft Search

Lesson 2: Microsoft Purview Data Classification Dashboard and Content Explorer

• Microsoft Purview Data Classification Dashboard
• Microsoft Purview Content Explorer

Lesson 3: Content Search and eDiscovery Searches

• Content Search and eDiscovery Search key takeaway

Lesson 4: Premium eDiscovery

• Premium eDiscovery Review Sets
• Review set capabilities
• Review set filters and queries
• Conversational/threaded views
• Review sets: tagging content
• Premium eDiscovery search and analytics
• Ignoring text and optical character recognition
• Premium eDiscovery predictive coding

Lesson 5: Microsoft Priva Privacy Risk Management

• Microsoft Priva Discovery and visualization of personal data within an organisation

Lesson 6: Microsoft Defender for Cloud Apps File Investigations

Lesson 7: SharePoint Data Access Governance Reports

Lesson 8: Information Discovery Key Takeaways

Lab Content Search

Module 4: Protecting sensitive data

Lesson 1: Introduction

• Who is responsible for protecting company information?
• Data, Privacy, and Security for Microsoft Copilot for Microsoft 365
• Customer Data Protection Responsibilities and Capabilities

Lesson 2: SharePoint Permissions

• SharePoint permissions essentials
• SharePoint permissions key takeaway
• SharePoint permissions solution #1
• SharePoint permissions solution #2
• Microsoft Sharepoint Permission Best Practices

Lesson 3: Microsoft 365 Teams and Microsoft 365 Group Security

• Microsoft 365 groups
• Microsoft Teams Channels

Lesson 4: Sharepoint Restricted Sites\Restricted Access Control – Sharepoint Advanced Management Licence

• Microsoft 365 group-connected sites
• Non Microsoft 365 group associated sites

Lesson 5: Excluding Sites\Libraries\Lists From Microsoft Search

Lesson 6: Restricted SharePoint Search – Public Preview

Lesson 4: Sensitivity labels

• Encryption of content using sensitivity labels
• Microsoft Copilot for Microsoft 365 Sensitivity label considerations
• Sensitivity label assignment
• SharePoint Data access governance reports

Lesson 5: Data Loss Prevention Policies

Lesson 6: Microsoft Defender for Cloud Apps Policies

Lesson 7: Data protection takeaways

• Protect your data key takeaways
• Information Protection Ninja Training

Lab SharePoint Permissions

Lab Sensitivity Labels

Module 5: Deploying and managing Copilot for Microsoft 365

Lesson 1: Prerequisites

Lesson 2: Deploying Copilot

• Microsoft Copilot for Microsoft 365 and policy settings for connected experiences

Lesson 3: Licensing

• Assigning Copilot for Microsoft 365 licenses
• Microsoft Copilot for Microsoft 365 Welcome email
• User Onboarding kit

Lesson 4: Microsoft 365 Admin Center Copilot Administration Page

• Microsoft Copilot for Microsoft 365 resources
• Settings
• Copilot for Microsoft 365 feedback logs
• Copilot in Bing, Edge, and Windows
• Data, security, and compliance
• Improved Responses with web content in Copilot for Microsoft 365
• End User Public web access controls
• Plugins
• Security Copilot

Lesson 5: Copilot for Microsoft Teams meetings and events administration

• Teams Meeting Policies – Transcription
• Teams Meeting policies Copilot options

Lab Deploying Copilot for Microsoft 365

Module 6: Copilot for Microsoft 365 Extensibility

Lesson 1: Plug-ins and Microsoft Graph connectors

Lesson 2: Managing Plug-ins

• Integrated apps default settings
• Microsoft Copilot for Copilot for Microsoft 365 ready apps
• Plugin Data, Privacy, and Security

Lesson 3: Managing Microsoft Graph Connectors

• Connector architecture
• Deploying Graph Connectors

Module 7: Microsoft Copilot for Microsoft 365 Governance

Lesson 1: Microsoft 365 Retention Policies

Lesson 2: Data stored about user interactions with Microsoft Copilot for Microsoft 365

Lesson 3: Purging Microsoft Copilot for Microsoft 365 user interaction history

Lesson 4: Microsoft Copilot for Microsoft 365 Auditing

Lesson 5: Microsoft Copilot for Microsoft 365 User Interaction Content Search and eDiscovery (Standard & Premium)

Lab -Auditing Copilot for Microsoft 365

Lab Content Search and Copilot for Microsoft 365 Interactions

Module 8: Ongoing Data Protection

Lesson 1: Alerts

• Microsoft 365 Alert Policies
• Microsoft Defender for Cloud Apps Alerts
• Microsoft Purview Insider Risk Management

Lesson 2: Monitoring sensitivity labels

Lesson 3: Microsoft Priva

• Microsoft Priva Privacy Risk Management policies
• Privacy policy alerts and issues
• Issue resolution
• Microsoft Priva Ninja Training

Lesson 4: Communication compliance

Lesson 5: SharePoint site lifecycle management

Lesson 6: Removing old data

• Microsoft 365 group expiration policies

Lesson 7: Privileged Information Management for Groups

Lesson 8: Using Microsoft Search to verify information protection

Lesson 9: Updates and changes to features

• Microsoft Copilot for Microsoft Purview Compliance considerations

Lab Microsoft 365 Alerts

Lab Sensitivity Labels and Copilot for Microsoft 365

Lab DLP and Copilot for Microsoft 365

Lab Communication Compliance and Copilot for Microsoft 365

Lab PIM Groups

Module 9: Monitoring Usage and Adoption

Lesson 1: Tools for monitoring Copilot

• Copilot for Microsoft 365 Usage Report
• Microsoft Copilot Dashboard
• AI Assistance Adoption Score Category
• Copilot Lab
• Microsoft Copilot for Microsoft 365 Adoption
• Microsoft Copilot for Microsoft 365 Admin challenge

Lab Copilot for Microsoft 365 Monitoring and Adoption