Course Name

Microsoft 365 Copilot – Prepare security and compliance

Course Introduction

This course examines the key Microsoft 365 security and compliance features that administrators must prepare to successfully implement Microsoft 365 Copilot.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training
    facilities

  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Prerequisites

Attendees should have basic functional experience with Microsoft 365 services.

Course Objectives

By the end of this course, you will be able to:

  • Implement Microsoft 365 Copilot
  • Manage secure access in Microsoft 365
  • Manage permissions, roles and role groups in Microsoft 365
  • Deploy Microsoft 365 Apps for enterprise
  • Implement Purview Data Loss Prevention
  • Implement sensitivity labels
  • Extend Microsoft 365 Copilot

Course Content

  • Module 1: Implement Microsoft 365 Copilot
    • Get ready for Microsoft 365 Copilot
    • Implement SharePoint Advanced Management tools to prepare for Copilot
    • Prepare for searches in Copilot
    • Protect your Copilot data with Microsoft 365 security tools
    • Assign your Microsoft 365 Copilot licenses
    • Extend Microsoft 365 Copilot
    • Drive Microsoft 365 Copilot adoption throughout your organization
  • Module 2: Manage Secure Access in Microsoft 365
    • Identity and access tools used in M365
    • Manage user passwords
    • Implement Conditional Access policies
    • Enable pass-through authentication
    • Implement multifactor authentication
    • Passwordless authentication options
    • Self-service password management
    • Implement Microsoft Entra Smart Lockout
    • Security defaults in Microsoft Entra ID
    • Authentication issues using sign-in logs
  • Module 3: Manage Permissions, Roles, and Role Groups in Microsoft 365
    • The use of roles in the M365 permission model
    • Manage roles across the M365 ecosystem
    • Administrator roles in M365
    • Best practices when configuring administrative roles
    • Assign admin roles to users in M365
    • Delegate admin roles to partners
    • Implement role groups in M365
    • Manage permission using administrative units in Microsoft Entra ID
    • Manage SharePoint permissions to prevent oversharing of data
    • Elevate privileges using Entra Privileged Identity Management
  • Module 4: Deploy Microsoft 365 Apps for Enterprise
    • Microsoft 365 Apps for enterprise functionality
    • Complete a self-service installation of Microsoft 365 Apps for enterprise
    • Deploy 365 apps
    • Manage updates to Microsoft Apps
    • Manage cloud apps using the Admin Center
    • Add 365 Apps to Microsoft Intune
    • Deploy the security baseline
  • Module 5: Implement Purview Data Loss Prevention
    • Implement Purview DLP
    • Implement default DLP policies
    • Design a custom DLP policy
    • Create a custom DLP policy from a template
    • Configure email notifications for DLP policies
    • Configure policy tips for DLP policies
  • Module 6: Implement Sensitivity Labels
    • Plan your deployment strategy for sensitivity labels
    • Enable sensitivity labels for files in SharePoint and OneDrive
    • Examine the requirements to create a sensitivity label
    • Create sensitivity labels
    • Publish sensitivity labels
    • Remove and delete sensitivity labels
  • Module 7: Manage Microsoft 365 Copilot Extensibility
    • Manage Copilot agents in integrated apps
    • Create a connection between a data source and a Graph connector
    • Monitor your Graph connectors
    • Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot
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Course Introduction

This course examines the key Microsoft 365 security and compliance features that administrators must prepare to successfully implement Microsoft 365 Copilot.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training
    facilities

  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Prerequisites

Attendees should have basic functional experience with Microsoft 365 services.

Course Objectives

By the end of this course, you will be able to:

  • Implement Microsoft 365 Copilot
  • Manage secure access in Microsoft 365
  • Manage permissions, roles and role groups in Microsoft 365
  • Deploy Microsoft 365 Apps for enterprise
  • Implement Purview Data Loss Prevention
  • Implement sensitivity labels
  • Extend Microsoft 365 Copilot

Course Content

  • Module 1: Implement Microsoft 365 Copilot
    • Get ready for Microsoft 365 Copilot
    • Implement SharePoint Advanced Management tools to prepare for Copilot
    • Prepare for searches in Copilot
    • Protect your Copilot data with Microsoft 365 security tools
    • Assign your Microsoft 365 Copilot licenses
    • Extend Microsoft 365 Copilot
    • Drive Microsoft 365 Copilot adoption throughout your organization
  • Module 2: Manage Secure Access in Microsoft 365
    • Identity and access tools used in M365
    • Manage user passwords
    • Implement Conditional Access policies
    • Enable pass-through authentication
    • Implement multifactor authentication
    • Passwordless authentication options
    • Self-service password management
    • Implement Microsoft Entra Smart Lockout
    • Security defaults in Microsoft Entra ID
    • Authentication issues using sign-in logs
  • Module 3: Manage Permissions, Roles, and Role Groups in Microsoft 365
    • The use of roles in the M365 permission model
    • Manage roles across the M365 ecosystem
    • Administrator roles in M365
    • Best practices when configuring administrative roles
    • Assign admin roles to users in M365
    • Delegate admin roles to partners
    • Implement role groups in M365
    • Manage permission using administrative units in Microsoft Entra ID
    • Manage SharePoint permissions to prevent oversharing of data
    • Elevate privileges using Entra Privileged Identity Management
  • Module 4: Deploy Microsoft 365 Apps for Enterprise
    • Microsoft 365 Apps for enterprise functionality
    • Complete a self-service installation of Microsoft 365 Apps for enterprise
    • Deploy 365 apps
    • Manage updates to Microsoft Apps
    • Manage cloud apps using the Admin Center
    • Add 365 Apps to Microsoft Intune
    • Deploy the security baseline
  • Module 5: Implement Purview Data Loss Prevention
    • Implement Purview DLP
    • Implement default DLP policies
    • Design a custom DLP policy
    • Create a custom DLP policy from a template
    • Configure email notifications for DLP policies
    • Configure policy tips for DLP policies
  • Module 6: Implement Sensitivity Labels
    • Plan your deployment strategy for sensitivity labels
    • Enable sensitivity labels for files in SharePoint and OneDrive
    • Examine the requirements to create a sensitivity label
    • Create sensitivity labels
    • Publish sensitivity labels
    • Remove and delete sensitivity labels
  • Module 7: Manage Microsoft 365 Copilot Extensibility
    • Manage Copilot agents in integrated apps
    • Create a connection between a data source and a Graph connector
    • Monitor your Graph connectors
    • Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot

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