Enroll in the Microsoft MS-4017 course to learn managing and extending Microsoft 365 Copilot. Discover how to implement advanced configurations, apply Zero Trust security, ensure compliance, and fully leverage Copilot to streamline and secure your organizational processes.
Instructor
MS-4017: Manage and extend Microsoft 365 Copilot Training
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.
Target Audience
IT Professional
Microsoft 365 Administrator
Course Objectives
Implement and administer Microsoft 365 Copilot effectively.
Prepare organizational data for Copilot searches.
Apply Zero Trust security principles to Copilot deployments.
Manage Microsoft 365 Copilot settings and web access.
Ensure data security and regulatory compliance with Copilot.
Monitor Copilot usage and value through the Copilot Dashboard.
Extend Copilot capabilities and drive organizational adoption.
Course Outline
1) 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
2) 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 enterprise data protection
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 Microsoft Purview Data Security Posture Management (DSPM) for AI
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
3) Prepare for Microsoft 365 Copilot extensibility
Microsoft 365 Copilot extensibility fundamentals
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
Choose a Microsoft 365 Copilot extensibility development path
Decide whether to extend Microsoft 365 Copilot using its existing orchestrator or to build a custom engine agent, based on 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
Manage Microsoft 365 Copilot extensibility
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
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.
Target Audience
IT Professional
Microsoft 365 Administrator
Course Objectives
Implement and administer Microsoft 365 Copilot effectively.
Prepare organizational data for Copilot searches.
Apply Zero Trust security principles to Copilot deployments.
Manage Microsoft 365 Copilot settings and web access.
Ensure data security and regulatory compliance with Copilot.
Monitor Copilot usage and value through the Copilot Dashboard.
Extend Copilot capabilities and drive organizational adoption.
Course Outline
1) 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
2) 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 enterprise data protection
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 Microsoft Purview Data Security Posture Management (DSPM) for AI
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
3) Prepare for Microsoft 365 Copilot extensibility
Microsoft 365 Copilot extensibility fundamentals
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
Choose a Microsoft 365 Copilot extensibility development path
Decide whether to extend Microsoft 365 Copilot using its existing orchestrator or to build a custom engine agent, based on 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
Manage Microsoft 365 Copilot extensibility
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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