MS-4017: Manage and Extend Microsoft 365 Copilot

Course Overview This one-day instructor-led course shows IT professionals how to plan, deploy, govern, and extend Microsoft 365 Copilot in a secure, compliant enterprise environment. You’ll learn how to implement Copilot for your organization, apply data-security and Zero Trust principles, manage Copilot configurations across devices and services, and extend Copilot via agents, Graph connectors, and skills. By the end of the class, you’ll have a clear governance-ready pathway for Copilot, be positioned to enable business-driven AI-powered assistants, and understand how to maintain both operational control and extensibility in Microsoft 365. Who Should Attend This course is designed for Microsoft 365 administrators, IT professionals, and solution architects responsible for deploying and managing Copilot capabilities across the organization. Prerequisites Participants should have practical experience administering Microsoft 365 services and a foundational understanding of security, identity (Entra ID), and data handling. Basic knowledge of Microsoft Copilot concepts is beneficial. Why Attend With Microsoft 365 Copilot becoming central to modern work and AI-enabled productivity, this course gives your team the management and extensibility tools to deploy Copilot at scale—helping you avoid roadmap delays, governance gaps, and unmanaged risk. COURSE OUTLINE PART 1: Prepare your organization for Microsoft 365 Copilot 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 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 PART 2: Manage Microsoft 365 Copilot administration 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 Manage Microsoft Copilot Compare Microsoft Copilot and Microsoft 365 Copilot Explore Microsoft Copilot with commercial data protection Manage commercial data protection in Microsoft Copilot Manage Microsoft Copilot in Microsoft Edge Manage Microsoft Copilot on mobile devices 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 PART 3: Prepare and manage Microsoft 365 Copilot extensibility 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 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 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