Manage and extend Microsoft 365 Copilot (MS-4017)

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.

Retail Price: $675.00

Next Date: 12/19/2025

Course Days: 1


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Course Objectives
• Implement and administer Microsoft 365 Copilot effectively.
• Prepare organizational data for Copilot searches.
• Apply Zero Trust security principles to Copilot deployments.
• Manage Microsoft 365 Copilot settings and web access.
• Ensure data security and regulatory compliance with Copilot.
• Monitor Copilot usage and value through the Copilot Dashboard.
• Extend Copilot capabilities and drive organizational adoption.

Target Audience
• IT Professional
• Microsoft 365 Administrator 


Course Outline

1) Prepare your organization for Microsoft 365 Copilot
• Implement Microsoft 365 Copilot
• Identify the prerequisites for Microsoft 365 Copilot
• Implement SharePoint Advanced Management to prepare for Microsoft 365 Copilot
• Prepare your data for Microsoft 365 Copilot searches
• Assign your Microsoft 365 Copilot licenses
• Identify Microsoft 365 security features that control oversharing of data in Microsoft 365 Copilot
• Explain how Copilot agents extend Microsoft 365 Copilot
• Drive adoption by creating a Copilot Center of Excellence
• Examine data security and compliance in Microsoft 365 Copilot
• Describe how Microsoft 365 Copilot uses proprietary business data
• Understand how Microsoft 365 Copilot protects sensitive business data
• Describe how Microsoft 365 Copilot uses Microsoft 365 isolation and access controls
• Understand how Microsoft 365 Copilot meets regulatory compliance mandates

2) Manage Microsoft 365 Copilot administration
• Apply principles of Zero Trust to Microsoft Copilots
• Prepare for Microsoft Copilots using a Zero Trust security framework
• Apply Zero Trust principles to your Microsoft Copilot and Microsoft 365 Copilot deployments
• Understand Zero Trust recommendations for your Copilot configuration
• Deploy and validate your data protection, identity and access, App Protection policies, device management protection, threat protection services, secure collaboration for Microsoft Teams, and minimum user permissions to data
• Manage Microsoft Copilot
• Identify the differences between Microsoft Copilot and Microsoft 365 Copilot
• Understand how Microsoft Copilot employs enterprise data protection
• 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
• Identify Microsoft Purview data protections for AI apps
• Manage Microsoft Copilot on mobile devices
• Secure data for AI apps using Microsoft Purview Data Security Posture Management (DSPM) for AI
• Monitor the value of Microsoft 365 Copilot through the Copilot Dashboard
• Track Microsoft 365 Copilot readiness and usage across your organization
• Monitor Microsoft 365 Copilot interactions using a communication compliance policy
• Delete your Microsoft Copilot interaction history

3) Prepare for Microsoft 365 Copilot extensibility
• Microsoft 365 Copilot extensibility fundamentals
• Explain how Copilot and agents work together to create a personalized, intelligent assistant with the knowledge and skills unique to your business
• Describe the types of agents and the wide spectrum of capabilities with which they can be customized
• Explain how to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses
• Choose a Microsoft 365 Copilot extensibility development path
• Decide whether to extend Microsoft 365 Copilot using its existing orchestrator or to build a custom engine agent, based on their specific needs and goals
• Gain insights into the various development tools and methods available, whether they prefer pro-code or low-code/no-code solutions, and how to set up their development environment for building these extensions
• Understand the different ways to extend Microsoft 365 Copilot, including using declarative agents, custom engine agents, plugins, and connectors
• Explain data privacy and security considerations for developing each extensibility option
• 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 organization's Microsoft Graph connectors
• Manage how Microsoft Graph connector content is displayed in Microsoft Copilot

Now you can build Microsoft technical experience while balancing the demands of your schedule. MOC On-Demand combines high-quality video, reading, live hands-on labs and knowledge checks in a self-paced format to help you build skills on Microsoft technologies as you schedule allows – all at once or five minutes at a time. The modular, self-directed course structure adapts to your learning needs and learning style.

Brought to you by the people who write the software, Microsoft Official Courses On-Demand are only available through certified Microsoft Learning Partners like Tandem Solution.

Our On-Demand Solution Includes all of the following:

  • 90-day access to training videos
  • 90-day access to hands-on labs
  • 90-day access to exercises
  • Knowledge Checks

The benefits of our On-Demand solution are: 

  • MICROSOFT OFFICIAL: The content is based on the same official courseware used in instructor-led training and maps to the MOC flow
  • LIVE HANDS-ON LABS: Unlike other on-demand offerings that offer simulated labs, MOC On-Demand gives you a live, real-time environment for hands-on learning
  • SELF-PACED LEARNING: With MOC On-Demand, you can build deep technical skills on a range of Microsoft technologies when you choose, where you choose
  • HIGH-QUALITY CONTENT: The high-quality videos offer in-depth technical content delivered by engaging instructors
  • IMMEDIATE FFEDBACK: Knowledge checks at the end of each module and each course tells you whether you’ve mastered the content and are ready to move on

On-Demand Add-ons:

  • Lifetime eBook available at an additional cost
  • 180 day access available at an additional cost

*SATV Vouchers are accepted

neXT Live 365

Demand for trained and certified technical professionals is growing. To stay competitive in a global, fast-paced job market, it’s imperative to stay up-to-date on emerging technologies and ensure your skills are relevant. neXT LIVE 365 helps you maintain your skills and gain knowledge with quick, easy access to training on the entire portfolio of products and technologies.

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neXT Digital Learning

  • Digital Courseware
    • Accessible on many different devices
  • Access to next Live 365 Community
    • 24x7 access to content
  • Quarterly neXTpertise Sessions
    • Exam Preparation, Planned Routing & Switching Topics, Open Sessions - ask the neXTperts!
  • Access to extended Cisco Library
    • Recorded videos from other Cisco Technologies in the same catalog
  • Access to Discussion Boards
    • Run by YOU and monitored daily by our instructors

neXT Live 365 community

  • Continued Education
    • One full year of training instead of one week in the classroom
  • Up-To-Date Content
    • No need to wait for off-the-shelf curriculum to be updated
  • Flexibility
    • You don’t have to be out of the office for 5 days
  • Breadth of Knowledge
    • Information from an entire technology group, not just one class
  • On-Demand
    • Need an answer at 11pm? Search our Video Reference Library or post your question in our discussion board for a quick SME answer
  • Customer Driven
    • Session topics added by request
  • Timely
    • Bridge the gap between class and exam with study and exam prep sessions
Course Dates Course Times (EST) Delivery Mode GTR
12/19/2025 - 12/19/2025 10:00 AM - 6:00 PM Virtual Enroll
1/12/2026 - 1/12/2026 10:00 AM - 6:00 PM Virtual Enroll
2/9/2026 - 2/9/2026 10:00 AM - 6:00 PM Virtual Enroll
3/9/2026 - 3/9/2026 10:00 AM - 6:00 PM Virtual Enroll
4/13/2026 - 4/13/2026 10:00 AM - 6:00 PM Virtual Enroll
5/11/2026 - 5/11/2026 10:00 AM - 6:00 PM Virtual Enroll
6/8/2026 - 6/8/2026 10:00 AM - 6:00 PM Virtual Enroll