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Microsoft 365 Copilot Administration and Governance Training
Copilot Administration and Governance
Prepare your organisation for Microsoft 365 Copilot. This one-day course for IT, security and governance teams covers data readiness, licence and settings management, agent control and monitoring adoption.
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- 1 day
- Virtual or on-site
- Private team training
Trusted by teams at
Course overview
Microsoft 365 Copilot works with the information each person can already access. That makes good permissions and data hygiene the foundation of a successful rollout. This course shows you how to find and fix oversharing, apply labels and policies, and set Copilot up with confidence.
You work through the admin tasks in order: checking readiness, assigning licences, configuring Copilot and agent settings in the Microsoft 365 admin centre, and using Microsoft Purview features such as sensitivity labels, data loss prevention and audit to protect and monitor activity.
The day finishes with adoption: reading usage reports, building a sensible pilot, and writing a short acceptable-use policy your staff will actually read.
Who it's for
- Microsoft 365 administrators and IT managers
- Security, compliance and information governance professionals
- Digital leads planning a Copilot rollout
What you need before you start
- Working knowledge of Microsoft 365 administration
- Admin access to a test tenant is helpful but not required
What you'll learn
What you will be able to do by the end of the course.
- Explain how Copilot uses organisational data and respects existing permissions
- Identify and reduce oversharing in SharePoint, OneDrive and Teams
- Assign Copilot licences and manage Copilot settings in the admin centre
- Control which agents people can use and build
- Apply sensitivity labels and data loss prevention to Copilot scenarios
- Monitor usage and activity with reports and audit
- Plan a phased rollout with a pilot and an acceptable-use policy
Course outline
6 modules across 1 day.
1How Microsoft 365 Copilot Works3 topics+
- Copilot, Microsoft Graph and your data
- Why permissions decide what Copilot can see
- Copilot Chat and Microsoft 365 Copilot compared
2Data Readiness4 topics+
- Find overshared sites and files
- Tidy permissions and sharing links
- Review site access and ownership
- Plan clean-up before rollout
3Licences and Settings4 topics+
- Assign and manage Copilot licences
- The Copilot area of the Microsoft 365 admin centre
- Configure web search and other settings
- Manage updates and feature rollouts
4Managing Agents4 topics+
- Agent types and where they come from
- Control who can use and create agents
- Review and approve agents
- Agent lifecycle and ownership
5Protecting Information3 topics+
- Sensitivity labels and Copilot
- Data loss prevention for Copilot
- Retention and audit of Copilot activity
6Adoption and Monitoring4 topics+
- Usage and readiness reports
- Run a pilot and measure value
- Write an acceptable-use policy
- Support and train users
Get a quote
Run Copilot Administration and Governance for your team
Delivered for your organisation alone, on a date you choose, online or at your offices.
Or call 0333 305 8855
What happens next
- 1We reply with available dates and a price for your team
- 2You pick a date that suits your team — we work around you
- 3We tailor the examples and exercises to the work your team does
- 4We confirm the delivery details and next steps in writing
Booked with a 100% money-back guarantee
Every course we run is covered. Book with confidence — if it isn’t right, you aren’t left out of pocket.
Why Future Savvy
Practical training, backed properly
Rated 4.72/5
From 696 reviews by learners and clients.
Money-back guarantee
A 100% money-back guarantee, for peace of mind.
Up to six learners
Small enough that every delegate gets trainer time on their own work.
Trainers who do the job
Practitioners who use these tools on real work, not career instructors.
Support after the course
Email your trainer when you hit something back at your desk.
What delegates say
Independently verified reviews, alongside quotes collected from delegates after their course.
I had a good experience with this Microsoft Excel training course! Mark the trainer was exceptionally knowledgeable, patient, and engaging, taking the time to explain complex functions and formulas in a way that was easy to understand. The pace of the class was well-managed, and there was plenty of opportunity to ask questions without feeling rushed. I left the session feeling much more confident, efficient, and equipped with time-saving shortcuts. Highly recommended for anyone looking to upgrade their spreadsheet skills!
good value for money, I understood notions that were very not clear to me. Thanks to Mark.
Very good communication and an excellent tutor.
Very happy with Mark's training ethos and training he provided.
Excellent course and really well presented. Starting from basic knowledge the course guided you through step by step and was well paced for all.
Really enjoyed the course. Tutor was knowledgeable, friendly and gave real-world, practical advice to get the most out of the training.
The trainer really tailored the course to our needs, encouraged us to ask questions, and was knowledgeable and really helpful.
The trainer was very patient and did not mind having to explain things a few times to make sure we were all on the same page, was very helpful for someone like myself who sometimes misses details on the first go around
Excellent trainer, the format of the training was fantastic and I got a lot from the course.
This was, by far, one of the best training courses I have had the pleasure of attending. The trainer was extremely knowledgeable and delivered a great course!
This was the first time I have joined an excel course and I found it very informative and very helpful.
I liked how the trainer tailored the training around what our needs and roles are.
A great pace for somebody just starting and never an issue with questions, and always had a good way of answering.
From knowing nothing to what I know now and in less than a day I would highly recommend as it was extremely useful, and has made my understanding of MP a 100x better. Thank you the trainer for the great lesson!
Excellent course, definitely the best 'power' course I have attended. The trainer was enthusiastic about the material and kept it relevant to our needs
The trainer was really knowledgeable and extremely helpful in helping us to build our own reports.
It was very productive as a working session. I learnt a lot.
His careful delivery of the course really made the difference not only in its usefulness but in how well we, as learners, will retain and apply this new information.
Verified reviews are published on our Reviews.io profile, where anyone can read every one of them.
Frequently asked questions
Who is this course for?+
IT administrators, security and compliance professionals, and digital leads responsible for introducing Microsoft 365 Copilot safely.
Do we need Copilot licences already?+
No. The course is useful before, during and after a rollout. Many organisations take it while planning their pilot.
Does the course cover AI policy as well as technical settings?+
Yes. Alongside the admin tasks, you plan an acceptable-use policy and a rollout approach. For a broader view of AI risk and ethics, see our AI Governance and Responsible AI course.
How is the course delivered?+
Live with an instructor, in a virtual classroom or at your offices.
Can the course follow our own tenant setup?+
For private courses we can tailor examples to your organisation's structure and policies, without needing access to your tenant.
Training where your team works
Microsoft Copilot training by location
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