MS-4017: Manage and extend Microsoft 365 Copilot

This course examines how administrators can manage and extend Microsoft 365 Copilot to meet their business needs. The course introduces you to Copilot, examines how to implement and administer it, and then explores the fundamentals of Copilot extensibility.

At a glance

Level: Intermediate
Product: Microsoft 365
Audience/Role: Administrator, Business Analyst & Functional Consultant
Subject: Copilot

Audience

This course is designed for administrators, Microsoft 365 administrators, and IT professionals who are interested in learning how to manage and extend Microsoft 365 Copilot.

Course content

Prepare your organization for Microsoft 365 Copilot

  • Implement Microsoft 365 Copilot
    • Identify the prerequisites for Microsoft 365 Copilot.
    • Implement SharePoint Advanced Management to prepare for Microsoft 365 Copilot.
    • Prepare your data for Microsoft 365 Copilot searches.
    • Assign your Microsoft 365 Copilot licenses.
    • Identify Microsoft 365 security features that control oversharing of data in Microsoft 365 Copilot.
    • Explain how Copilot agents extend Microsoft 365 Copilot.
    • Drive adoption by creating a Copilot Center of Excellence.
  • Examine data security and compliance in Microsoft 365 Copilot
    • Describe how Microsoft 365 Copilot uses proprietary business data.
    • Understand how Microsoft 365 Copilot protects sensitive business data.
    • Describe how Microsoft 365 Copilot uses Microsoft 365 isolation and access controls.
    • Understand how Microsoft 365 Copilot meets regulatory compliance mandates.

Manage Microsoft 365 Copilot administration

  • Apply principles of Zero Trust to Microsoft Copilots
    • Prepare for Microsoft Copilots using a Zero Trust security framework.
    • Apply Zero Trust principles to your Microsoft Copilot and Microsoft 365 Copilot deployments.
    • Understand Zero Trust recommendations for your Copilot configuration.
    • Deploy and validate your data protection, identity and access, App Protection policies, device
    • management protection, threat protection services, secure collaboration for Microsoft Teams, and
    • minimum user permissions to data.
  • Manage Microsoft Copilot
    • Identify the differences between Microsoft Copilot and Microsoft 365 Copilot.
    • Understand how Microsoft Copilot employs commercial data protection.
    • Manage commercial data protection in Microsoft Copilot.
    • Manage Microsoft Copilot in Microsoft Edge.
    • Manage Microsoft Copilot on mobile devices.
  • Manage Microsoft 365 Copilot
    • Manage Microsoft 365 Copilot settings.
    • Manage web access for Microsoft 365 Copilot.
    • Manage Copilot for Microsoft Teams meetings and events.
    • Identify Microsoft Purview data protections for AI apps.
    • Manage Microsoft Copilot on mobile devices.
    • Secure data for AI apps using the Microsoft Purview AI Hub.
    • Monitor the value of Microsoft 365 Copilot through the Copilot Dashboard.
    • Track Microsoft 365 Copilot readiness and usage across your organization.
    • Monitor Microsoft 365 Copilot interactions using a communication compliance policy.
    • Delete your Microsoft Copilot interaction history.

 

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