Microsoft Copilot is transforming the way organizations work, but with great power comes the need for strong governance. This course is designed for information governance professionals whose organizations want to leverage Copilot’s capabilities while maintaining compliance, security, and ethical standards.
You will learn how Copilot works within Microsoft 365, including its integration with SharePoint, Teams, and core applications such as Word, PowerPoint, and Outlook. We will explore prompt engineering, organizational policy development, and advanced governance strategies to ensure responsible AI use. The course also covers retention management and security measures, such as sensitivity labels, DLP, and communication compliance. Finally, you will gain practical insights into monitoring, auditing, and eDiscovery to maintain accountability and transparency.
By the end of this course, you will have the knowledge and tools to confidently implement Copilot in your organization while reducing risk and protecting sensitive information.
Have a question? Contact training@cadencesolutions.ca or check out our FAQ's.
Learning Unit 1
Introduction to Copilot
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LLM / Hosting / Risks
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High-level recap of features
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Licensing
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Why Copilot vs other AI?
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Prompt engineering
Where to use different Copilots
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M365 Copilot
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SharePoint Agents
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Teams Agents
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Applications (Word, PPT, Outlook, etc.)
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Security Copilot
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Copilot as part of SharePoint Information Architecture (Searching pillar, start document based on draft)
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Copilot as part of Teams (agents in chat, meetings)
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Copilot as a proof reader
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Copilot as a starting foundation
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Other Copilot settings
Learning Unit 2
Establishing Organizational Governance Policies
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Organizational Policies of Use / Ethics
Environment Clean Up & Retention Management
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Remove redundant sites, libraries, and outdated data
SharePoint Advanced Management
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Oversharing risks
Securing Your Copilot Information
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Sensitivity labels
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DLP
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Comm compliance
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IRM
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Retention (chats)
Copilot Monitoring & Accountability
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Audit
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eDiscovery
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Reports & Analytics
