Build a Secure and Compliant Future with Microsoft 365 Copilot.
Learn how to establish the security, compliance, and governance foundations required to support Microsoft 365 Copilot across your organization.
Develop practical knowledge of data protection, information governance, compliance controls, identity management, and Microsoft security capabilities that help enable responsible AI adoption.
- Why get trained: Gain the skills needed to assess organizational readiness, protect sensitive information, implement governance controls, and support secure Microsoft 365 Copilot deployments.
- Why it matters: Organizations adopting AI must ensure that security, compliance, and data governance frameworks are in place to protect business information, meet regulatory requirements, and maintain user trust.
- Who should attend: Microsoft 365 administrators, security administrators, compliance managers, information protection specialists, IT administrators, governance teams, risk professionals, and individuals supporting Microsoft 365 Copilot deployments.
Accelerate AI transformation with Microsoft AI Skills for Everyone. Prepare your Microsoft 365 environment for secure and compliant Copilot adoption. HRD Corp Claimable

Overview
This learning path examines the key Microsoft 365 security and compliance features that administrators must prepare in order to successfully implement Microsoft 365 Copilot.
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Skills Covered
- Implement Microsoft 365 Copilot
- Manage secure user access in Microsoft 365
- Manage permissions, roles, and role groups in Microsoft 365
- Deploy Microsoft 365 Apps for enterprise
- Implement Microsoft Purview Data Loss Prevention
- Implement sensitivity labels
- Manage Microsoft 365 Copilot extensibility
Prerequisites
- Students should have basic functional experience with Microsoft 365 services.
- Students must have a proficient understanding of general IT practices.
Target Audience
- Administrator
- Functional Consultant
- Solution Architect
- Technology Manager

Module 1: Implement Microsoft 365 Copilot
- Examine the key tasks administrators must complete when implementing Microsoft 365 Copilot.
- Complete prerequisites, prepare data for searches, assign Copilot licenses, and extend Copilot capabilities.
Learning Objectives
- Identify the prerequisites for Microsoft 365 Copilot.
- Implement SharePoint Advanced Management to prepare for Microsoft 365 Copilot.
- Prepare your data for Microsoft 365 Copilot searches.
- Assign Microsoft 365 Copilot licenses.
- Identify Microsoft 365 security features that control oversharing of data in Microsoft 365 Copilot.
- Explain how Copilot agents extend Microsoft 365 Copilot.
- Drive adoption by creating a Copilot Center of Excellence.
Prerequisites
- Basic functional experience with Microsoft 365 services.
- Proficient understanding of general IT practices.
Module 2: Manage Secure User Access in Microsoft 365
- Examine the features available in Microsoft 365 for securing user access, including Conditional Access, multifactor authentication, self-service password management, Smart Lockout, and security defaults.
Learning Objectives
- Manage user passwords.
- Create Conditional Access policies.
- Enable security defaults.
- Describe pass-through authentication.
- Enable multifactor authentication.
- Describe self-service password management.
- Implement Microsoft Entra Smart Lockout.
Prerequisites
- None.
Module 3: Manage Permissions, Roles, and Role Groups in Microsoft 365
- Examine the use of roles and role groups in the Microsoft 365 permission model.
- Explore role management, delegation, administrative best practices, and privilege elevation.
Learning Objectives
- Understand how roles are used in the Microsoft 365 ecosystem.
- Describe the Azure role-based access control permission model used in Microsoft 365.
- Identify key tasks assigned to common Microsoft 365 admin roles.
- Identify best practices when configuring admin roles.
- Delegate admin roles to partners.
- Implement role groups in Microsoft 365.
- Manage permissions using administrative units in Microsoft Entra ID.
- Manage permissions in SharePoint to prevent oversharing of data.
- Elevate privileges using Microsoft Entra ID Privileged Identity Management.
Prerequisites
- None.
Module 4: Deploy Microsoft 365 Apps for Enterprise
- Examine how to implement Microsoft 365 Apps for enterprise through user-driven and centralized deployment methods.
Learning Objectives
- Describe Microsoft 365 Apps for enterprise functionality.
- Plan a deployment strategy for Microsoft 365 Apps for enterprise.
- Complete a user-driven installation of Microsoft 365 Apps for enterprise.
- Deploy Microsoft 365 Apps for enterprise with Microsoft Endpoint Configuration Manager.
- Identify mechanisms for managing centralized deployments.
- Deploy Microsoft 365 Apps for enterprise using the Office Deployment Toolkit.
- Describe how to manage Microsoft 365 Apps for enterprise updates.
- Determine the appropriate update channel and deployment method for your organization.
- Add Microsoft 365 Apps for enterprise to Microsoft Intune.
- Deploy Microsoft 365 Apps for enterprise security baselines.
Prerequisites
- None.
Module 5: Implement Microsoft Purview Data Loss Prevention
- Examine how Microsoft Purview Data Loss Prevention helps organizations protect sensitive information and enforce data protection policies.
Learning Objectives
- Create a Data Loss Prevention implementation plan.
- Implement Microsoft 365 default DLP policies.
- Create custom DLP policies using templates and custom configurations.
- Create email notifications and policy tips for users when DLP rules are triggered.
- Configure policy tips for DLP policies.
- Configure email notifications for DLP policies.
Prerequisites
- None.
Module 6: Implement Sensitivity Labels
- Examine the process of implementing sensitivity labels, including planning, configuration, publishing, and lifecycle management.
Learning Objectives
- Create a deployment strategy for implementing sensitivity labels.
- Enable sensitivity labels in SharePoint Online and OneDrive.
- Create and configure sensitivity labels.
- Publish sensitivity labels through label policies.
- Identify the differences between removing and deleting sensitivity labels.
Prerequisites
- None.
Module 7: Manage Microsoft 365 Copilot Extensibility
- Examine the administrative tasks required to manage Microsoft 365 Copilot extensibility, including Copilot agents and Microsoft Graph connectors.
Learning Objectives
- Manage Copilot agents in integrated apps.
- Create a connection between a data source and a Microsoft Graph connector.
- Monitor Microsoft Graph connectors across the organization.
- Manage how Microsoft Graph connector content is displayed in Microsoft Copilot.
Prerequisites
- None.
Dates & Locations
July 6, 2026 - July 6, 2026
July 6, 2026 - July 6, 2026
October 5, 2026 - October 5, 2026
October 5, 2026 - October 5, 2026

Exam & Certification
To earn this top Microsoft Applied Skills credential, learners demonstrate the ability to prepare Microsoft 365 security and compliance to support Microsoft Copilot for Microsoft 365.
Candidates for this credential should be familiar with Microsoft 365 services, Microsoft Defender XDR, Microsoft Entra, Microsoft Intune, and Microsoft Purview.
Tasks performed
- Prepare your Microsoft 365 environment to support Copilot for Microsoft 365
- Configure identity governance to support Copilot for Microsoft 365
- Configure device management to support Copilot for Microsoft 365
- Configure and manage compliance settings for Copilot for Microsoft 365
- Configure and manage access to information by Copilot for Microsoft 365
Training & Certification Guide
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