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Microsoft Copilot Studio administration and governance training

Build the foundations for secure, scalable, and auditable Copilot Studio deployment.

This workshop enables your IT and governance teams to confidently manage Microsoft Copilot Studio in a secure, compliant, and auditable way.

AI course durationDuration: One day

Advising on the best AI solutions for your business Location: Your offices or virtual

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Turn Copilot Studio into a governed, monitored, and resilient enterprise platform.

Through a structured five-phase model, participants will assess their current maturity, define governance roles, and design a 30/60/180-day roadmap for continuous improvement.

You’ll work through real-world examples, apply proven controls, and leave with practical templates and policies tailored to your organisation.

Who should attend?

For professionals accountable for managing, securing, and maturing Copilot Studio adoption.

  • IT administrators and Power Platform admins
  • Security and compliance managers
  • AI champions/Centre of Excellence (CoE) leads
  • Business product owners of Copilot Agents

What you will learn

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

  • Evaluate your organisation’s Copilot governance maturity
  • Apply Microsoft’s five-phase Copilot Studio governance model
  • Design environment and DLP policies aligned to business risk
  • Explore role-based access, ALM, and exception handling
  • Understand Purview and Sentinel for ongoing audit and alerting
  • Build a data-driven monitoring and improvement framework

Microsoft Copilot Studio administration and governance training course outline:

Module 1: governance maturity and objectives
Understand why Copilot governance matters and assess your organisation’s current maturity using a five-level maturity model (Initial → Efficient).

Outcome: maturity score and prioritised focus areas.

Module 2: Microsoft’s five-phase governance model
Explore each governance phase in detail with real configuration examples.

  1. Discovery and planning – stakeholder alignment, compliance, initial DLP
  2. Architecture and design – environment strategy, access control, ALM
  3. Build and integration – secure development, agent configuration
  4. Testing and launch – validation, rollout, and compliance checks
  5. Monitoring and optimisation – analytics, auditing, and improvement

Outcome: framework adopted and aligned to your governance lifecycle.

Module 3: configuration and control
Learn the configuration levers that enforce secure operation.

  • Tenant and environment configuration checklist
  • Managed Environment setup
  • DLP and connector management
  • Purview/Sentinel integration for compliance monitoring

Outcome: configuration guide and control checklist for your tenant.

Module 4: roles, risks and change management
Define accountability and operational resilience.

  • Governance RACI and role definitions
  • Risk register and DPIA templates
  • Change, backup, and recovery processes
  • Logging, alerting, and governance dashboards

Outcome: operational governance model with clear ownership.

Module 5: roadmap and continuous improvement
Co-develop your 30/60/180-day action plan to evolve maturity and automation.

  • Identify quick wins and governance accelerators
  • Plan quarterly reviews and automated monitoring
  • Establish a repeatable governance cadence

Outcome: actionable roadmap aligned to measurable progress.

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