Microsoft CoPilot Deployment (1 day)
This one-day consultancy-focused course teaches delegates how to deploy Microsoft CoPilot in organisations handling sensitive data. The course covers identity and access management, data classification, compliance guardrails, CoPilot configuration best practices, and hands-on scenario exercises. Delegates will leave with a practical action plan and checklist for secure deployment.
Prerequisites
- Familiarity with Microsoft 365 and CoPilot as an end-user
- Basic understanding of Azure Active Directory / Entra identity management
- Knowledge of data protection and compliance requirements in medical or regulated environments
Contents
Introduction and Objectives
- Introduce course objectives and outcomes
- Overview of Microsoft CoPilot capabilities and architecture
- Discuss the sensitivity and regulatory context for medical data
Identity and Access Management
- Configure Entra / Azure AD for secure CoPilot usage
- Define role-based access for users and administrators
- Set up Conditional Access and MFA policies for sensitive scenarios
- Restrict guest and external access
- Map current user groups to CoPilot access levels
Data Security and Compliance Guardrails
- Apply sensitivity labels to classify sensitive data
- Configure Data Loss Prevention (DLP) policies to prevent data leaks
- Ensure encrypted storage and transmission of data
- Enable audit logging and monitoring of CoPilot interactions
- Use Microsoft Purview to monitor data access and usage
CoPilot Configuration Best Practices
- Activate CoPilot at tenant and app level safely
- Limit CoPilot access to required applications (Word, Excel, Teams, etc.)
- Understand and manage AI-generated output to avoid sensitive data exposure
- Test CoPilot with dummy or sanitized data before going live
Hands-on Scenarios and Risk Assessment
- Simulate CoPilot usage with sensitive medical data
- Evaluate potential risks and mitigation strategies
- Practice auditing CoPilot activity logs
- Review and update security and compliance policies based on scenarios
Action Planning and Governance
- Create a deployment checklist for secure CoPilot use
- Define ongoing monitoring, governance, and review processes
- Document AI usage policies and staff training requirements
- Plan for periodic review and compliance updates
