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Advanced Security and Compliance Management for Microsoft 365 Copilot

Secure Implementation and Advanced Compliance Practices in Microsoft 365 Copilot

Duration

2 Days (8 hours per day)

Level

Intermediate to Advanced Level

Design and Tailor this course

As per your team needs

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This course provides IT administrators with the essential knowledge and practical skills to secure Microsoft 365 Copilot deployments and ensure compliance across enterprise environments. Participants will gain a thorough understanding of Microsoft 365 Copilot’s advanced security, privacy, and compliance capabilities, equipping them to configure, monitor, and manage these tools effectively to protect sensitive organizational data.

Attendees will be able to:

  • Confidently implement security best practices tailored to Microsoft 365 Copilot
  • Map compliance features to regulatory requirements, ensuring adherence to key standards
  • Develop and enforce data governance policies for AI-powered tools
  • Respond proactively to potential security incidents and privacy concerns within Microsoft 365 Copilot environments
  • Leverage auditing and reporting functionalities for transparent compliance tracking and continuous monitoring

Through hands-on labs, participants will leave with both foundational and advanced skills to safeguard organizational information while maximizing productivity and automation capabilities within a secure, compliant Microsoft 365 framework.

Outcomes:

By the end of this course, participants will be proficient in securing and managing Microsoft 365 Copilot using core tools such as Microsoft Defender, Compliance Manager, and Azure Active Directory. They will have hands-on experience in configuring identity and access policies, establishing data loss prevention (DLP) with Microsoft Purview, and implementing incident response protocols using Microsoft Sentinel. Additionally, attendees will be well-versed in aligning Copilot with regulatory requirements, using compliance reporting tools to ensure adherence to standards like GDPR and HIPAA, while applying privacy controls and ethical AI guidelines.

Key Takeaways:

  • Strategic Copilot Deployment: Best practices for secure setup and ongoing management
  • Configurable Security Policies: Pre-built security and compliance templates
  • Effective Compliance Reporting: Practical skills for generating and analyzing audit logs
  • Real-World Application: Case studies of successful, secure Copilot implementations
  • Hands-On Practice: Lab-based skills for immediate application in enterprise settings
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  • IT Administrators responsible for security and compliance
  • Microsoft 365 Administrators
  • Security Professionals
  • Compliance Officers
  • IT Managers overseeing Microsoft 365 services
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  • Overview of Microsoft 365 Copilot and its Architecture
  • Understanding Copilot’s role in productivity and automation
  • Key security and compliance concerns in AI-powered tools
  • Copilot’s AI and ML components with potential security risks
  • Microsoft 365’s security architecture and shared responsibility model
  • Security tools and resources within Microsoft 365 (Microsoft Defender, Azure AD, etc.)
  • Security impact of integrating Copilot and real-time monitoring
  • Integrating Copilot with the security ecosystem using practical configuration examples
  • Implementing Multi-Factor Authentication (MFA) for Copilot access
  • Conditional Access policies tailored for AI-driven applications
  • Configuring Identity Protection with Azure AD for secure Copilot access
  • Hands-on Lab: MFA, conditional access policies, and identity protection settings
  • Understanding principle of least privilege access and role-based access control (RBAC) in AI context
  • Data sensitivity labeling and classification across Microsoft 365
  • Best practices for governing data access within Copilot
  • Leveraging Microsoft Purview for data loss prevention (DLP) and information governance
  • Case study: Data classification
  • Hands-on lab: Configuring of data labels and DLP policies
  • Overview of compliance standards and frameworks (GDPR, CCPA, HIPAA, etc.)
  • Mapping Microsoft 365 compliance features to regulatory requirements
  • Mapping exercise: Connecting Microsoft 365 compliance features to specific regulations
  • Industry-specific compliance nuances (e.g., healthcare, finance)
  • Hands-on lab: Configuring Microsoft Compliance Manager to align with key standards
  • Utilizing Microsoft Defender to safeguard against external threats
  • Configuring threat intelligence for proactive Copilot protection
  • Leveraging automated threat response features
  • Advanced threat analytics and response using Microsoft Sentinel
  • Case Study: Real-world threat scenario to identify, respond to, and mitigate a security incident
  • DLP policies for controlling data flow within Copilot
  • Advanced setup of DLP alerts, reports, and policy tuning
  • Information Rights Management (IRM) and data encryption techniques
  • DLP best practices for AI applications
  • Hands-on lab: Configuring layered DLP policies for high-risk data types, IRM, and encryption
  • Configuring Microsoft 365 Audit Log for Copilot activities
  • Setting up alerts and compliance reports for continuous monitoring
  • Hands-on lab: Review sample audit logs and generate compliance reports for management
  • Making compliance reporting actionable: Optimizing for executive stakeholders
  • Overview of Responsible AI and Microsoft’s ethical guidelines
  • Configuring privacy settings and data minimization strategies
  • Managing user privacy requests and data lifecycle within Copilot
  • Taking a structured approach to privacy in AI: Privacy impact assessments (PIAs)
  • Case studies: Ethical AI missteps and lessons learned
  • Establishing usage policies and guidelines for secure Copilot deployment
  • Compliance controls for automated and AI-powered tools
  • Case study: Effective governance practices in enterprise AI usage
  • Governance checklist for AI deployments and examples policy documents/templates
  • Ongoing governance practices for continuous improvement
  • Developing incident response plans for AI-related security incidents
  • Configuring automated responses to security events
  • Tabletop exercises: Responding to hypothetical AI-related incidents and testing automated response workflows for common security issues and post-incident reporting
  • Recovery plans for data breaches or security incidents in Copilot environments
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  • Prior experience managing Microsoft 365 Admin Center and Security & Compliance Center
  • A solid understanding of Microsoft 365 services, including identity management, security principles, and compliance basics
  • Familiarity with Microsoft Defender, Azure Active Directory, and general data governance concepts (recommended)

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