This course will help administrators implement Microsoft Copilot within their organization. Administrators will learn about how to license, configure and apply best practices with their Microsoft environment for Copilot. The course starts with a brief overview of how Copilot is used, then dives into the details of how an administrator can best implement Copilot to meet those uses.
Overview
COURSE INSTRUCTOR
COURSE DIFFICULTY
COURSE DURATION
1h 40m
Skills Learned
After completing this online training course, students will be able to:
Understand and apply licensing
Configure your network and firewall for Copilot use
Manage Copilot for 365 Apps
Plan a deployment of Copilot
Apply Security and compliance best practices for a Copilot deployment
Use Admin Center to Manage Copilot
Apply Copilot best practices
- IT Administrator
- Microsoft 365 Administrator
Familiarity with Microsoft 365 administration.
01. Understanding Microsoft 365 Copilot
- Introduction to Microsoft 365 Copilot
- Generate a First Draft Document in Word
- Analyze and Visualize Data Insights in Excel
- Create a Presentation Outline and Slides in PowerPoint
- Summarize Emails in Outlook
- Draft Replies in Outlook
- Copilot with Teams
02. Licensing and Prerequisites
- Licensing and Prerequisites
- Microsoft 365 Copilot Setup Process for Admins
- Know Your Data
- Verify Access Controls
- Purchase Licenses
- Assign Licenses
- Verify Assignment and Availability
- Training, Monitoring, and Adapting
- Prerequisites, Licenses, and Apps
- Prerequisites – Core Services
- Prerequisites Configuration
- Readiness
- Solutions Assessments
- Setup Microsoft 365 Copilot Admin Center
- Licensing and Prerequisites
03. SAM and Copilot SharePoint Advanced Management
- SAM and Copilot SharePoint Advanced Management
- Prepare for Copilot with SAM Assessment
- Restrict Content from Microsoft 365 Copilot for a Site Collection
04. Firewall and Network Configuration
- Firewall and Network Configuration
- Firewall Considerations Microsoft 365 Copilot Chat
05. Copilot in Microsoft 365 Apps
- Application Specific Settings
- Third-party Cookies
- Policy Connected Experiences
- Policy Privacy Settings
- Policy Update Channel
- Policy Other Options
- Teams Admin Center – Meetings Transcriptions
06. Copilot Deployment
- Planning for Copilot Deployment
07. Security and Compliance
- Security and Compliance Considerations
- Restrict Content from Copilot SharePoint
- Create a DLP Policy for Copilot
- DSPM for AI and Copilot
08. Admin Center Management of Copilot
- Managing Copilot in the Admin Center
- Copilot Usage Reports
- Copilot Control System
- Agents and Connectors
- Search
- Billing and Usage
- Data Access
- Settings
09. Extending Copilot
- Extending Copilot Customization
- Types of Agents
- Agents in the Admin Center
- Agents Prerequisites
- Agent Deployment Steps
- Deploying an Agent
10. Copilot Best Practices
- Best Practices for Copilot Success
- Copilot Governance Considerations
- SharePoint Embedded
- Access Packages
- Microsoft Loop
- Microsoft 365 Archive
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand and apply licensing
Configure your network and firewall for Copilot use
Manage Copilot for 365 Apps
Plan a deployment of Copilot
Apply Security and compliance best practices for a Copilot deployment
Use Admin Center to Manage Copilot
Apply Copilot best practices
WHO SHOULD ATTEND
- IT Administrator
- Microsoft 365 Administrator
PREREQUISITES
Familiarity with Microsoft 365 administration.
COURSE OUTLINE
01. Understanding Microsoft 365 Copilot
- Introduction to Microsoft 365 Copilot
- Generate a First Draft Document in Word
- Analyze and Visualize Data Insights in Excel
- Create a Presentation Outline and Slides in PowerPoint
- Summarize Emails in Outlook
- Draft Replies in Outlook
- Copilot with Teams
02. Licensing and Prerequisites
- Licensing and Prerequisites
- Microsoft 365 Copilot Setup Process for Admins
- Know Your Data
- Verify Access Controls
- Purchase Licenses
- Assign Licenses
- Verify Assignment and Availability
- Training, Monitoring, and Adapting
- Prerequisites, Licenses, and Apps
- Prerequisites – Core Services
- Prerequisites Configuration
- Readiness
- Solutions Assessments
- Setup Microsoft 365 Copilot Admin Center
- Licensing and Prerequisites
03. SAM and Copilot SharePoint Advanced Management
- SAM and Copilot SharePoint Advanced Management
- Prepare for Copilot with SAM Assessment
- Restrict Content from Microsoft 365 Copilot for a Site Collection
04. Firewall and Network Configuration
- Firewall and Network Configuration
- Firewall Considerations Microsoft 365 Copilot Chat
05. Copilot in Microsoft 365 Apps
- Application Specific Settings
- Third-party Cookies
- Policy Connected Experiences
- Policy Privacy Settings
- Policy Update Channel
- Policy Other Options
- Teams Admin Center – Meetings Transcriptions
06. Copilot Deployment
- Planning for Copilot Deployment
07. Security and Compliance
- Security and Compliance Considerations
- Restrict Content from Copilot SharePoint
- Create a DLP Policy for Copilot
- DSPM for AI and Copilot
08. Admin Center Management of Copilot
- Managing Copilot in the Admin Center
- Copilot Usage Reports
- Copilot Control System
- Agents and Connectors
- Search
- Billing and Usage
- Data Access
- Settings
09. Extending Copilot
- Extending Copilot Customization
- Types of Agents
- Agents in the Admin Center
- Agents Prerequisites
- Agent Deployment Steps
- Deploying an Agent
10. Copilot Best Practices
- Best Practices for Copilot Success
- Copilot Governance Considerations
- SharePoint Embedded
- Access Packages
- Microsoft Loop
- Microsoft 365 Archive
