Course MS-4017-A: Manage and extend Microsoft 365 Copilot

Microsoft

Course MS-4017-A: Manage and extend Microsoft 365 Copilot

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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.

Audience Profile

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.

Prerequisites

Course outline

Module 1: Implement Microsoft 365 Copilot

Module Overview

This module examines the key tasks that administrators must complete when implementing Microsoft 365 Copilot, such as completing prerequisites, preparing data for searches, assigning Copilot licenses, and extending Copilot.

Lessons

Introduction
Get ready for Microsoft 365 Copilot
Implement SharePoint Advanced Management tools to prepare for Microsoft 365 Copilot
Prepare your data for searches in Microsoft 365 Copilot
Protect your Microsoft 365 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
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

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.

Module 2: Examine data security and compliance in Microsoft 365 Copilot

Module Overview

This module examines how Microsoft 365 Copilot adheres to existing privacy and compliance obligations, how it ensures data residency and compliance boundary, and how it protects sensitive business data.

Lessons

Introduction
Examine how Microsoft 365 Copilot uses your proprietary business data
Examine how Microsoft 365 Copilot protects sensitive business data
Examine how Microsoft 365 Copilot uses Microsoft 365 isolation and access controls
Examine how Microsoft 365 Copilot meets regulatory compliance mandates
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

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.

Module 3: Apply principles of Zero Trust to Microsoft Copilots

Module Overview

This module equips learners with the knowledge and skills necessary to implement a robust Zero Trust security framework for their Microsoft 365 Copilot deployments.

Lessons

Introduction
Prepare for Microsoft Copilot using Zero Trust security
Apply Zero Trust principles to your Microsoft Copilot deployment
Explore Zero Trust recommendations for your Copilot configuration
Apply Zero Trust principles to your Microsoft 365 Copilot deployment
Deploy or validate your data protection
Deploy or validate your identity and access
Deploy or validate your App Protection policies
Deploy or validate your device management protection
Deploy or validate your threat protection services
Deploy or validate secure collaboration for Microsoft Teams
Deploy or validate minimum user permissions to data
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

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.

Module 4: Manage Microsoft Copilot

Module Overview

This module explores the various aspects of managing Microsoft Copilot, including its key features, integration capabilities, and security measures.

Lessons

Introduction
Compare Microsoft Copilot and Microsoft 365 Copilot
Explore Microsoft Copilot with commercial data protection
Manage commercial data protection in Microsoft Copilot
Manage Microsoft Copilot in Microsoft Edge
Manage Microsoft Copilot on mobile devices
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

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.

Module 5: Manage Microsoft 365 Copilot

Module Overview

This module focuses on how to effectively administer Microsoft 365 Copilot, which is vital for optimizing the performance and security of an organization’s digital infrastructure.

Lessons

Introduction
Manage Microsoft 365 Copilot settings
Manage web access for Microsoft 365 Copilot
Manage Copilot for Microsoft Teams meetings and events
Explore Microsoft Purview data protections for AI apps
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 your Copilot interactions using a communication compliance policy
Delete your Microsoft 365 Copilot interaction history
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

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.

Module 6: Microsoft 365 Copilot extensibility fundamentals

Module Overview

This module explores how extending Microsoft 365 Copilot with agents, connectors, and plugins can help organizations address the challenges of increasing productivity and reducing costs by leveraging AI to orchestrate business processes more effectively.

Lessons

Introduction
What is Copilot extensibility ?
What are agents ?
What are declarative agents ?
What are custom engine agents ?
Add knowledge with Graph connectors
Add skills with plugins
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

Explain how Copilot and agents work together to create a personalized, intelligent assistant with the knowledge and skills unique to your business.
Describe the types of agents and the wide spectrum of capabilities with which they can be customized.
Explain how to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses.

Module 7: Choose a Microsoft 365 Copilot extensibility development path

Module Overview

This module provides a comprehensive guide to choosing the right approach for extending Microsoft 365 Copilot, covering various extensibility options, development tools, and methods, while emphasizing the importance of data privacy and security practices.

Lessons

Introduction
Why extend Copilot ?
Which path for extensibility should you choose ?
Which development approach should you take ?
What development tools are available to extend Microsoft 365 Copilot ?
How are companies extending Microsoft 365 Copilot ?
How can I secure my data and ensure privacy ?
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

Decide whether to extend Microsoft 365 Copilot using its existing orchestrator or to build a custom engine agent, based on their specific needs and goals.
Gain insights into the various development tools and methods available, whether they prefer pro-code or low-code/no-code solutions, and how to set up their development environment for building these extensions.
Understand the different ways to extend Microsoft 365 Copilot, including using declarative agents, custom engine agents, plugins, and connectors.
Explain data privacy and security considerations for developing each extensibility option.

Module 8: Manage Microsoft 365 Copilot extensibility

Module Overview

This module examines the tasks that administrators must perform to manage Microsoft 365 Copilot extensibility, such as managing Copilot agents and creating and monitoring connectors.

Lessons

Introduction
Manage Copilot agents in integrated apps
Create a connection between a data source and a Microsoft Graph connector
Monitor your Microsoft Graph connectors
Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot
Knowledge check
Summary

Lab Sessions

Lab experience avaible only via Authorized Lab Hoster

Lab Lessons

Lab experience avaible only via Authorized Lab Hoster

After completing this module, students will be able to:

Manage Copilot agents in integrated apps.
Create a connection between a data source and a Microsoft Graph connector.
Monitor your organization’s Microsoft Graph connectors.
Manage how Microsoft Graph connector content is displayed in Microsoft Copilot.

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