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Training: Manage and extend Microsoft 365 Copilot (MS-4017)

Ref. MS-4017
Duration:
1
 day
Exam:
Not certifying
Level:
Intermediate

Manage and extend Microsoft 365 Copilot (MS-4017)

Understand and manage Microsoft 365 Copilot effectively

This professional course teaches you how to manage and extend Microsoft 365 Copilot within your organization. Through progressive, hands-on modules, you’ll learn how to configure, secure, and optimize the use of Copilot in your Microsoft 365 environment.

Security, privacy, and user adoption challenges are also covered, with a strong focus on AI governance and functional extension through agents, connectors, and plugins. Each module is designed to strengthen your skills while staying aligned with your organization’s business needs.

The “Manage and Extend Microsoft 365 Copilot (MS-4017)” course gives you the tools to unlock the full potential of this technology. You’ll be able to implement a secure framework and ensure smart, ethical data governance.

Télécharger le PDF de la formation

Participant Profiles

  • Microsoft 365 Administrators
  • IT Security Managers
  • IT Infrastructure Professionals
  • Digital Transformation Consultants
  • Cloud or Microsoft Solutions Architects

Objectives

  • Implement Microsoft 365 Copilot in a professional environment
  • Configure security and compliance around Microsoft 365 Copilot
  • Apply Zero Trust security principles to Copilot
  • Manage the features of Microsoft Copilot and Microsoft 365 Copilot
  • Administer Microsoft 365 Copilot settings and access
  • Extend Microsoft 365 Copilot with agents, connectors, and plugins
  • Choose and implement a suitable extensibility strategy
  • Monitor and manage Microsoft 365 Copilot extensibility components

Prerequisites

  • Understand the fundamentals of Microsoft 365 and its administrative environment
  • Master concepts of security, identity, and access management in the cloud
  • Have experience administering Microsoft 365 services such as SharePoint, Teams, or Exchange

Course Content

Module 1 : Implement Microsoft 365 Copilot

  • Get ready for Microsoft 365 Copilot
  • Implement SharePoint Advanced Management tools to prepare for Microsoft 365 Copilot
  • Prepare your data for searches in Microsoft 365 Copilot
  • Protect your Microsoft 365 Copilot data with Microsoft 365 security tools
  • Assign your Microsoft 365 Copilot licenses
  • Extend Microsoft 365 Copilot
  • Drive Microsoft 365 Copilot adoption throughout your organization

Module 2 : Examine data security and compliance in Microsoft 365 Copilot

  • Examine how Microsoft 365 Copilot uses your proprietary business data
  • Examine how Microsoft 365 Copilot protects sensitive business data
  • Examine how Microsoft 365 Copilot uses Microsoft 365 isolation and access controls
  • Examine how Microsoft 365 Copilot meets regulatory compliance mandates

Module 3 : Apply principles of Zero Trust to Microsoft Copilots

  • Prepare for Microsoft Copilot using Zero Trust security
  • Apply Zero Trust principles to your Microsoft Copilot deployment
  • Explore Zero Trust recommendations for your Copilot configuration
  • Apply Zero Trust principles to your Microsoft 365 Copilot deployment
  • Deploy or validate your data protection
  • Deploy or validate your identity and access
  • Deploy or validate your App Protection policies
  • Deploy or validate your device management protection
  • Deploy or validate your threat protection services
  • Deploy or validate secure collaboration for Microsoft Teams
  • Deploy or validate minimum user permissions to data

Module 4 : Manage Microsoft Copilot

  • Compare Microsoft Copilot and Microsoft 365 Copilot
  • Explore Microsoft Copilot with enterprise data protection
  • Manage Microsoft Copilot in Microsoft Edge
  • Manage Microsoft Copilot on mobile devices

Module 5 : Manage Microsoft 365 Copilot

  • Manage Microsoft 365 Copilot settings
  • Manage web access for Microsoft 365 Copilot
  • Manage Copilot for Microsoft Teams meetings and events
  • Explore Microsoft Purview data protections for AI apps
  • Secure data for AI apps using the Microsoft Purview AI Hub
  • Monitor the value of Microsoft 365 Copilot through the Copilot Dashboard
  • Track Microsoft 365 Copilot readiness and usage across your organization
  • Monitor your Copilot interactions using a communication compliance policy
  • Delete your Microsoft 365 Copilot interaction history

Module 6 : Microsoft 365 Copilot extensibility fundamentals

  • What is Copilot extensibility?
  • What are agents?
  • What are declarative agents?
  • What are custom engine agents?
  • Add knowledge with Graph connectors
  • Add skills with plugins

Module 7 : Choose a Microsoft 365 Copilot extensibility development path

  • Why extend Copilot?
  • Which path for extensibility should you choose?
  • Which development approach should you take?
  • What development tools are available to extend Microsoft 365 Copilot?
  • How are companies extending Microsoft 365 Copilot?
  • How can I secure my data and ensure privacy?

Module 8 : Manage Microsoft 365 Copilot extensibility

  • Manage Copilot agents in integrated apps
  • Create a connection between a data source and a Microsoft Graph connector
  • Monitor your Microsoft Graph connectors
  • Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot

Documentation

  • Access to Microsoft Learn, Microsoft’s online learning platform, offering interactive resources and educational content to deepen your knowledge and develop your technical skills.

Lab / Exercises

  • This course provides you with exclusive access to the official Microsoft lab, enabling you to practice your skills in a professional environment.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Why train your teams in managing Microsoft 365 Copilot

The integration of artificial intelligence into daily work tools is deeply transforming business practices.
Microsoft 365 Copilot is at the forefront of this change, leveraging an organization’s internal data to assist employees in their everyday tasks.
However, fully benefiting from these features requires structured and rigorous administration.

This course is designed to support IT professionals in implementing, securing, and extending Microsoft 365 Copilot capabilities.
It addresses a key challenge: combining technological innovation with operational control.

Building a strong implementation from the start

Implementing Microsoft 365 Copilot is not just about turning on a feature in a dashboard.
You need to check prerequisites, prepare your data sources, adjust licensing, and ensure communication confidentiality.
A successful deployment starts with a solid technical architecture, data clean-up, and a company ready to integrate AI into its workflows.

The training follows a step-by-step approach: you’ll learn how to configure access, manage permissions, and integrate AI with existing tools like SharePoint and Teams.
The goal is to build a stable, scalable foundation tailored to each organization’s size and needs.

Adopting a proactive security mindset

With AI embedded in productivity tools, risks of data leaks and unauthorized access rise.
That’s why the course includes a full module on security based on Zero Trust principles.
This model relies on continuous verification of every user, device, and action.

Administrators will learn how to configure appropriate protections, validate identities, manage interactions in Teams, and monitor activity with specific compliance policies.
This proactive approach helps prevent abuse while ensuring regulatory compliance.

Extending Copilot capabilities based on business needs

Microsoft 365 Copilot is designed to be extensible.
With Microsoft Graph connectors, custom plugins, and agents, it’s possible to enhance features to meet the specific use cases of each organization.

The course doesn’t just show how to activate these options.
It guides administrators in making smart technical choices, building secure extensions, and ensuring compatibility with existing tools.
Governance, performance, and scalability topics are also covered.

Measuring the value delivered by AI

Beyond the technical setup, successful use of Microsoft 365 Copilot depends on measuring its real impact.
What are the most used features? Which teams benefit the most? How can licensing and user engagement be optimized?

Trained administrators will know how to use integrated dashboards to assess tool performance, monitor adoption rates, and fine-tune configurations.
This enables continuous improvement of AI’s value across the organization using concrete data.

FAQ

Who is this training for?
It is intended for Microsoft 365 administrators, IT managers, and professionals responsible for data security or governance.

Do I need prior experience with Copilot to take this course?
No. A general understanding of Microsoft 365 is sufficient. The course guides you from setup to advanced optimization.

Does this training include practical use cases?
Yes. The modules are built on real-world examples and actionable recommendations for enterprise environments.

Will I learn how to develop Copilot extensions?
The course helps you understand extension approaches, choose the right tools, and manage connectors.
It does not cover full development but guides you in making the right technical decisions.

How long does the entire training take?
The full duration is around 6 to 7 hours, divided into modules you can complete at your own pace.

Prix de l'inscription
CHF 850.-
Inclus dans ce cours
  • Training provided by a certified trainer
  • 180 days of access to Official Microsoft Labs
  • Official documentation in digital format
  • Official Microsoft achievement badge
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Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00

Contact-us

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Make a request

Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

Contact us

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