MS-4017: Manage and extend Microsoft 365 Copilot

This intermediate course shows administrators and IT professionals how to manage and extend Microsoft 365 Copilot to meet business needs. You’ll learn to prepare your organisation and data, assign licences, and apply Zero Trust, security and compliance controls. It also covers managing Copilot settings and usage across the organisation, and extending Copilot with agents, plugins and Microsoft Graph connectors.

 

For more information, see below
Duration
8 hours
Modules
3 Modules
Course type
Microsoft

Course Overview

This course provides an in-depth overview of Microsoft Purview compliance solutions to help organizations manage and protect sensitive data. You will learn how to implement information protection, govern data effectively, and maintain compliance with regulatory requirements. The course covers configuring data loss prevention policies, managing records, and using compliance management tools to assess and improve organizational compliance posture. It equips learners with the knowledge needed to safeguard data and support compliance initiatives using Microsoft Purview.

Before You Begin

  • Basic knowledge of Microsoft 365 services
  • Familiarity with core security and compliance concepts
  • Understanding of organizational data governance and compliance needs

Key outcomes

  • Implement Microsoft Purview Compliance Solutions Configure and deploy tools to support regulatory and organizational compliance.
  • Protect and Govern Data in Microsoft 365 Apply techniques for data classification, labeling, and governance.
  • Manage Data Lifecycle and Records Control retention, deletion, and archiving of organizational data and records.
  • Assess and Improve Compliance Posture Identify risks, monitor compliance metrics, and implement corrective strategies.

Tools you’ll use

Copilot Studio
Copilot Studio
Microsoft 365 Admin Center
Microsoft 365 Admin Center
Microsoft Copilot
Microsoft 365 Copilot
Microsoft Excel
Microsoft Excel
Microsoft Graph APl
Microsoft Graph APl
Microsoft Word
Microsoft Word
SharePoint
SharePoint
Teams
Teams

Skills you’ll gain

  • Purview Configuration
  • Data Governance
  • Records Management
  • Compliance Risk Assessment

What You’ll Learn

3 modules
1Lesson 1: Prepare your organization for Microsoft 365 Copilot
Module 1.1: Implement Microsoft 365 Copilot Module 1.2: Examine data security and compliance in Microsoft 365 Copilot
2Lesson 2: Manage Microsoft 365 Copilot administration
Module 2.1: Apply principles of Zero Trust to Microsoft Copilots Module 2.2: Manage Microsoft Copilot Module 2.3: Manage Microsoft 365 Copilot
3Lesson 3: Prepare for Microsoft 365 Copilot extensibility
Module 3.1: Microsoft 365 Copilot Extensibility Fundamentals Module 3.2: Choose a Microsoft 365 Copilot Extensibility Development Path Module 3.3: Manage Microsoft 365 Copilot Extensibility

Certification & Credentials

MS-4017
Certificate track
8 hours
High-Quality Video Lessons
High-Quality Video, E-book & Audiobook
AI mentor support & module quizzes
Modules Quizzes
AI mentor support
AI Mentor
Recorded sessions, accessible on tablet & phone
Access for Tablet & Phone

Target Audience

Intended roles

  • Microsoft Copilot Adoption Specialist

Frequently asked questions

Who should take this course?
This course is designed for IT professionals and compliance officers responsible for managing data protection and regulatory compliance within an organization.
Are there any prerequisites?
Yes, learners should have basic knowledge of Microsoft 365 services and a foundational understanding of compliance and security principles.
What tools will I learn to use in this course?
You will learn to use Microsoft Purview Compliance Portal, Data Loss Prevention tools, Records Management features, and Compliance Manager.
How does this course help with regulatory compliance?
The course teaches how to implement policies and manage data effectively to meet regulatory requirements using Microsoft Purview solutions.
Is this course suitable for beginners?
It is suitable for those with some prior knowledge of Microsoft 365 and security concepts but new to compliance management in Microsoft Purview.
Duration

8 hours

Modules

3 Modules

Course type

Microsoft

Category

Microsoft

Intended roles

Microsoft Copilot Adoption Specialist

Prerequisites

Basic knowledge of Microsoft 365 services, Familiarity with core security and compliance concepts, Understanding of organizational data governance and compliance needs

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