Microsoft 365 Copilot – Technical Implementation and Administration

1. Licensing Conditions and Prerequisites for Use

• Copilot Licensing Models: Overview of eligible Microsoft 365 plans (e.g., E3, E5). Key differences between Business, Enterprise, and Education environments.
• Add-on Licenses and Pricing Models: Where and how Copilot is licensed, current Microsoft pricing models and contractual conditions.
• Technical Requirements: Infrastructure prerequisites such as Azure AD, OneDrive, SharePoint Online, Exchange Online, and Microsoft Graph API.
• Copilot Availability Checks: Tools to validate Copilot eligibility and rollout readiness for your tenant.
• Exclusions and Limitations: Regional availability, feature restrictions, and limitations in certain service areas.

2. Preparing a Microsoft 365 Enterprise Environment for Copilot Deployment

• Tenant Readiness & Basic Configuration: Identity setup via Azure Active Directory, Conditional Access, Authentication policies.
• Enabling and Configuring Microsoft Graph: The role of Graph signals, user insights, and app permissions.
• Copilot Readiness Assessment: Using Microsoft’s diagnostic tools to assess technical readiness.
• Reviewing Data Sources & Access Paths: Ensuring appropriate sharing structures and permissions across OneDrive, SharePoint, Teams, and Outlook.
• Pilot Testing and Rollout Planning: Best practices for rolling out Copilot to pilot groups, staggered activation strategies, and user onboarding workflows.

3. Security and Data Protection Controls at the Administrative Level

• Data Security and Access Control: Implementing Role-Based Access Control (RBAC), Microsoft Purview, and sensitivity labels.
• Auditing and Monitoring Activities: Leveraging Microsoft Defender, Compliance Center, and audit logs to monitor Copilot usage.
• Copilot within a Zero Trust Architecture: How to integrate AI usage into Zero Trust security models based on Microsoft guidelines.
• Data Loss Prevention (DLP), eDiscovery & Content Classification: Ensuring sensitive information remains protected even when processed by Copilot.
• User Governance and Awareness: Admin guidelines for safe usage, prompt design standards, and internal responsibility frameworks.

4. Data Residency, Processing and Storage Policies

• Copilot Processing Chain Explained: What happens to the data you input and receive through Copilot?
• Data Residency & Compliance: Understanding regional storage requirements, GDPR compliance, and specific EU/DACH demands.
• The Microsoft Trust Model: Clarity around telemetry, usage data, and assurance that customer prompts are not used for model training.
• Legal and Contractual Foundations: Overview of Microsoft Product Terms, DPA (Data Protection Addendum), and compliance documentation.
• Shared Responsibility Model: Defining responsibilities between Microsoft and the customer organization when using Copilot.

5. Deployment, Configuration and Ongoing Management of Copilot

• Activating Copilot in the Admin Center: Step-by-step setup through Microsoft 365 Admin Portal and Microsoft Entra (formerly Azure AD).
• Assigning Licenses and Managing User Groups: License assignment via PowerShell, license policies, and bulk provisioning.
• App-specific Access Configuration: Enabling Copilot in Word, Excel, PowerPoint, Outlook, and Teams on a per-user or per-role basis.
• Monitoring, Reporting and Issue Resolution: Using analytics tools and error logs for monitoring, diagnostics and troubleshooting.
• Maintenance and Support Considerations: Managing feature updates, Microsoft support channels, and governance for future scaling.

6. Integration, Expansion and Microsoft Resources for Support

• Embedding Copilot into Custom Business Processes: Using Power Platform, Microsoft Automate, and third-party connectors to extend functionality.
• Custom Prompts and Internal Prompt Libraries: Building reusable, role-based prompt collections to standardize outcomes across teams.
• Using Microsoft Launch Hub and Customer Hub: Leveraging official documentation, roll-out templates, success kits, and enablement material.
• Support Channels and FAQs: Microsoft Copilot FAQ, community support, technical documentation, and feedback options.
• Feedback and Continuous Improvement: Building feedback loops to adapt prompt strategies and enhance user adoption.

This seminar provides you with a clear roadmap for secure and scalable Copilot operations. You will minimise implementation and security risks, accelerate the rollout and increase user acceptance through clean governance and measurable added value.

• Strategic planning and support for the Copilot rollout, taking organisational and legal aspects into account
• Development of a viable change management concept to promote acceptance
• Creation of a clear set of rules for employees (code of conduct)
• Identification of potentials and role profiles for the productive use of Copilot
• Security in dealing with data protection, copyright and compliance requirements

The course combines practice-orientated lectures with group work, case studies and discussions. The focus is on the structured development of change and governance strategies. Participants benefit from exchanging ideas with others and using specific acceptance measurement tools. Practice takes centre stage: in hands-on labs, you will work your way step by step through typical admin scenarios (e.g. deployment, policies, troubleshooting). Case clinics with anonymised examples from your organisation help to illustrate real framework conditions (security level, data sources, access). Short impulses, live demos and micro-exercises alternate

Executives, change agents such as managers, policy template creators, and project leads, data protection officers, and anyone involved in the organizational or strategic implementation of Microsoft 365 Copilot will benefit from this course. It is especially suited for individuals who want to actively shape the cultural transformation in their organization.

Particular benefit can be gained by Microsoft 365 administrators, security/compliance officers, IT architects, and product/project managers responsible for M365 and collaboration. A basic understanding of the Microsoft 365 Admin Center, Entra ID, and permission/sharing processes is helpful; however, in-depth prior knowledge is not required. We accommodate diverse groups and provide targeted guidance toward advanced admin use cases, including the exchange of best practices in regulated environments (e.g. finance, healthcare, public sector).

Would you like to offer the Working with AI (Microsoft 365 Copilot) seminar as an in-house training at your company?
Absolutely! We are happy to prepare a customized offer tailored to your content focus, time frame, and specific needs.
Please feel free to send your inquiry to: [email protected]