Microsoft

Manage and Extend Microsoft 365 Copilot MS-4017

  • 1 upcoming date 1 open for booking
  • $695 per seat

Upcoming dates

Dates Where Status Seat Book
Nov 13 2026 Live Online 6:00 AM to 2:00 PM PT Confirmed to run Partner led $695

See every class on the schedule

About this class

This course examines how administrators can manage and extend Microsoft 365 Copilot to meet their business needs. The course introduces you to Copilot, examines how to implement and administer it, and then explores the fundamentals of Copilot extensibility.

Who Should Attend?

This course is designed for administrators, Microsoft 365 administrators, and IT professionals who are interested in learning how to manage and extend Microsoft 365 Copilot.

What you'll be able to do

  • Implement Microsoft 365 Copilot
  • Examine data security and compliance in Microsoft
  • Apply principles of Zero Trust to Microsoft Copilots
  • Manage Microsoft Copilot
  • Manage Microsoft 365 Copilot
  • Microsoft 365 Copilot extensibility fundamentals
  • Choose a Microsoft 365 Copilot extensibility
  • Manage Microsoft 365 Copilot extensibility

Course outline

  1. Module 1Implement Microsoft 365 Copilot

    • Get ready for Microsoft 365 Copilot
    • Implement SharePoint Advanced Management tools to prepare for Microsoft 365
    • Copilot
    • Protect your Microsoft 365 Copilot data with Microsoft 365 security tools
    • Assign your Microsoft 365 Copilot licenses
    • Extend Microsoft 365 Copilot
  2. Module 2Examine 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
  3. Module 3Apply principles of Zero Trust to Microsoft Copilots

    • Examine how Microsoft 365 Copilot uses Microsoft 365 isolation and access
    • controls
    • Examine how Microsoft 365 Copilot meets regulatory compliance mandates
    • 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
  4. Module 4Manage 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
  5. Module 5Manage 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
  6. Module 6Microsoft 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
  7. Module 7Choose 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?
  8. Module 8Manage 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

Download the full outline (PDF)

Who this is for

  • This course is designed for administrators, Microsoft 365 administrators, and IT
  • professionals who are interested in learning how to manage and extend Microsoft 365
  • Copilot.

Run this for a team

Private cohorts run on your dates, at your site or online, with the labs pointed at your environment. Above about four people it usually costs less than buying seats.

Or call 916-920-1700, weekdays 8 to 5 Pacific.

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