Module 1: Copilot Prerequisites & Tenant Readiness (Get Ready)

This module focuses on preparing your organisation for Microsoft 365 Copilot deployment.

Lessons:

• Copilot licensing and requirements
• Microsoft 365 Copilot Optimisation Assessment
• Identity, collaboration, and data landscape review
• Tenant readiness checklist

Lab / Activities:

• Complete readiness checklist (Part 1)
• Analyse current tenant configuration

Module 2: Data, Graph & Permission Readiness (Get Ready)

This module explores how Copilot accesses organisational data and how to reduce risk.

Lessons:

• Microsoft Graph and Copilot architecture
• Semantic indexing, embeddings, and search
• Data access and grounding process
• Oversharing risks and common causes
• Data protection lifecycle and classification
• Sensitivity labels and data governance
• Restricted SharePoint Search (RSS) and Restricted Content Discovery (RCD)
• Microsoft Graph connectors and extensibility

Lab / Activities:

• Identify oversharing risks
• Apply data protection and classification strategies
• Readiness checklist (Part 2a & 2b)

Module 3: Deployment & Rollout Planning (Onboard and Engage)

This module covers structured deployment approaches and adoption planning.

Lessons:

• Deployment lifecycle: Pilot → Deploy → Operate
• Copilot onboarding hub and guidance
• Implementation planning and success metrics
• User enablement strategy
• Adoption and change management planning

Lab / Activities:

• Design pilot deployment strategy
• Build rollout plan and success criteria
• Readiness checklist (Part 3)

Module 4: Governance & Best Practices (Deliver Impact)

This module focuses on controlling, securing, and governing Copilot usage.

Lessons:

• Roles, ownership, and service management
• Incident and change management
• Copilot Control System and configuration management
• Security controls (Entra ID, Defender, Purview)
• Governance frameworks and policies
• SharePoint permissions and sharing best practices
• Center of Excellence (CoE) model

Lab / Activities:

• Define governance model
• Apply security and compliance best practices
• Readiness checklist (Part 4)

Module 5: Monitoring, Analytics & Extensibility (Measure Impact)

This module focuses on measuring success and extending Copilot capabilities.

Lessons:

• Microsoft Copilot Dashboard and reporting
• Adoption metrics and KPIs
• Measuring business value and impact
• Extensibility with Copilot agents and connectors
• Extensibility deployment processes

Lab / Activities:

• Analyse usage and adoption data
• Identify optimisation opportunities
• Readiness checklist (Part 5)

Module 6: Review & Next Steps

This module consolidates learning and prepares for ongoing success.

Lessons:

• Key takeaways and lessons learned
• Continuous improvement approach (Prepare → Monitor → Improve)
• Future learning paths and advanced scenarios
• AI governance evolution and roadmap

Lab / Activities:

• Complete final checklist
• Build action plan and next steps
• Readiness checklist (Part 6)

Course Outcomes

After completing this course, students will be able to:

• Validate Copilot readiness across tenant, data, and security layers
• Identify and mitigate data and permission risks
• Plan and execute Copilot deployment strategies
• Implement governance and compliance controls
• Monitor adoption and optimise value delivery
• Extend Copilot with agents and integrations