Manage Microsoft Copilot with confidence: simplify tasks and boost security
We work through tenant prerequisites, data and permissions hygiene, rollout tactics, governance guardrails, monitoring, and extensibility controls for agents – mapping each step to Microsoft’s Onboarding Hub guidance (Quickstart → Foundations+ → Advanced) to take advantage of the latest security and compliance features of Defender XDR and Purview. You leave with a validated readiness checklist and a concrete admin action plan.
Prerequisites and tenant readiness:
- Licensing add-on requirements
- M365 Apps deployment and update channels (Current/monthly Enterprise)
- Pinning Copilot for users
- Optimisation Assessment walk-through
- Quick readiness checklist
Data, Graph and permissions readiness
- How Copilot accesses data via Microsoft Graph
- Oversharing risks in SharePoint/OneDrive
- Data Access Governance (DAG) reports
- Applying sensitivity labels
- Configuring Restricted SharePoint Search (RSS) and alternatives
Deployment and rollout
- Using the M365 Copilot onboarding, configuration and admin guidance
- App/service prerequisites (Teams transcription/recording, OneDrive/Outlook specifics)
- Pilot → deploy → operate cadence
Governance and best practice
- Defining roles and service ownership
- Establishing a service management plan
- Aligning with Centres of Excellence (CoE)
- Purview features for data security with AI
- Considering SharePoint Advanced Management
Monitoring, analytics and extensibility control
- Setting up usage reporting and the Copilot Dashboard
- Tracking adoption and value
- Admin controls for agent extensibility (enable/disable, review/approve, manage agent catalogue and API endpoints)
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