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Prepare security and compliance to support Microsoft 365 Copilot (MS-4002)

Prepare Security and Compliance for Microsoft 365 Copilot is an essential course for IT professionals responsible for implementing and managing AI security in their organizations. This practical training teaches you how to configure security and compliance settings for Microsoft 365 Copilot, including data protection policies, content filtering, and access controls. You’ll learn to implement responsible AI practices, manage data governance, configure information barriers, and ensure compliance with organizational policies while leveraging Copilot’s AI capabilities. The course provides hands-on experience in securing AI-powered features while maintaining productivity and compliance in your Microsoft 365 environment.

Related trainings

Exclusives

  • Technical lab: Available for 180 days of online access
  • Class material: Complete and up to date with Microsoft Learn
  • Proof of attendance: Digital badge for completing the official Microsoft course
  • Fast and guaranteed schedule: Maximum wait of 4 to 6 weeks after participant registrations, guaranteed date

Private class

Reserve this training exclusively for your organization with pricing adapted to the number of participants. Our pricing for private training is determined based on the size of your group, with a minimum number of participants required for the training to be held.

  • Volume-based pricing discount according to the number of participants
  • Training delivered in an environment dedicated to your team
  • Scheduling flexibility according to your availability
  • Enhanced interaction among colleagues from the same organization
  • Same exclusive benefits as our public training sessions

How to get a proposal?

Use the request form by specifying the number of participants. We will quickly send you a complete quote with the exact pricing, available dates, and details of all the benefits included in your private training.

Prepare Security and Compliance to Support Microsoft 365 Copilot MS-4002 Training Plan: Detailed Modules

  • Introduction
  • Prepare to use Microsoft 365 Copilot
  • Implement advanced SharePoint management tools to prepare for Microsoft 365 Copilot
  • Prepare your data for searches in Microsoft 365 Copilot
  • Protect your Microsoft 365 Copilot data with Microsoft 365 security tools
  • Assign your Microsoft 365 Copilot licenses
  • Microsoft 365 Copilot Extension
  • Promote Microsoft 365 Copilot adoption throughout your organization
  • Knowledge check
  • Summary
  • Introduction
  • Examine identity and access tools used in Microsoft 365
  • Manage user passwords
  • Implement conditional access policies
  • Enable pass-through authentication
  • Implement multi-factor authentication
  • Explore passwordless authentication options
  • Explore self-service password management
  • Implement Microsoft Entra Smart Lock
  • Discover default security settings in Microsoft Entra ID
  • Examine authentication issues using sign-in logs
  • Knowledge check
  • Summary
  • Introduction
  • Examine role usage in the Microsoft 365 permission model
  • Manage roles in the Microsoft 365 ecosystem
  • Explore administrator roles in Microsoft 365
  • Examine best practices when configuring admin roles
  • Assign administrator roles to users in Microsoft 365
  • Delegate administrator roles to partners
  • Implement role groups in Microsoft 365
  • Manage permissions using administrative units in Microsoft Entra ID
  • Manage SharePoint permissions to prevent excessive data sharing
  • Elevate privileges using Microsoft Privileged Identity Management
  • Knowledge check
  • Summary
  • Introduction
  • Explore Microsoft 365 Apps for Enterprise features
  • Complete a self-service installation of Microsoft 365 Apps for Enterprise
  • Deploy Microsoft 365 Apps for Enterprise with Microsoft Configuration Manager
  • Deploy Microsoft 365 Apps for Enterprise from the cloud
  • Manage updates to Microsoft 365 Apps for Enterprise
  • Explore update channels for Microsoft 365 Apps for Enterprise
  • Manage your cloud apps using the Microsoft 365 Apps admin center
  • Add Microsoft 365 Apps for Enterprise to Microsoft Intune
  • Deploy Microsoft 365 Apps for Enterprise security baseline
  • Knowledge check
  • Summary
  • Introduction
  • Plan to implement Microsoft Purview Data Loss Prevention
  • Implement Microsoft Purview’s default DLP policies
  • Design a custom DLP policy
  • Create a custom DLP policy from a template
  • Configure email notifications for DLP policies
  • Configure policy tips for DLP policies
  • Knowledge check
  • Summary
  • Introduction
  • Plan your deployment strategy for sensitivity labels
  • Enable sensitivity labels for Office files in SharePoint and OneDrive
  • Examine requirements for creating a sensitivity label
  • Create sensitivity labels
  • Publish sensitivity labels
  • Withdraw and delete sensitivity labels
  • Knowledge check
  • Summary
  • Introduction
  • 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
  • Knowledge check
  • Summary

Recommended prerequisite knowledge

  • Working knowledge of Microsoft 365 administration
  • Basic understanding of security and compliance concepts
  • Familiarity with Microsoft 365 security features
  • Understanding of data protection principles
  • Basic knowledge of compliance frameworks
  • Experience managing Microsoft 365 environments
  • Basic understanding of AI and machine learning concepts
  • Familiarity with Microsoft Purview compliance portal
  • Experience with security policies and controls

Credentials and certification

Features

  • Preparatory training for obtaining a Microsoft Applied Skills credential.
  • Performance is assessed through an interactive remote lab.
  • Duration: 120 minutes
  • Cost: $0

Assessment’s technical tasks

  • Prepare your Microsoft 365 environment to support Copilot for Microsoft 365
  • Configure identity governance to support Copilot for Microsoft 365
  • Configure device management to support Copilot for Microsoft 365
  • Configure and manage compliance settings for Copilot for Microsoft 365
  • Configure and manage access to information by Copilot for Microsoft 365

View all assessment details on Microsoft Learn >>

Your Copilot training pathway

Eccentrix offers several specialized Copilot trainings to meet different deployment and management needs. Here’s how MS-4002 positions against other available courses and how to build your complete training pathway.

Which Copilot training should you choose?

Course Main focus Target audience Duration

MS-4007

User activation & adoption

Change managers, internal trainers, adoption leaders

1 day

MS-4002

Security & compliance

Security administrators, compliance officers, CISOs

1 day

MS-4017

Management & extension

Microsoft 365 administrators, solution architects

1 day

MS-4022

Copilot Studio development

Developers, AI agent creators, architects

1 day

SC-5006

Copilot for Security

SOC analysts, security engineers, threat hunters

1 day

MD-4011

Endpoint Security with Copilot

Security administrators, IT managers, security engineers

1 day

MD-102

Endpoint management

Microsoft 365 administrators, IT leaders

5 days

MS-4002 is ideal if you need to:

  • Secure Copilot deployment across your organization
  • Configure data protection and compliance policies
  • Manage privileged access and permissions for Copilot
  • Implement Microsoft Purview for data governance
  • Ensure regulatory compliance when using AI

Complementary training for successful Copilot deployment

Microsoft 365 Copilot User Enablement Specialist (MS-4007)

Drive Copilot adoption in your organization. This course covers user activation strategies, creating Copilot champions, measuring ROI, and managing organizational change. Recommended after MS-4002 to prepare your users to adopt Copilot confidently in a secure environment.

Manage and extend Microsoft 365 Copilot (MS-4017)

Learn to administer Copilot at the enterprise level: license management, usage monitoring, performance optimization, and extending capabilities with custom plugins and connectors. Ideal complement to MS-4002 to manage Copilot deployment organization-wide while maintaining compliance and security.

Extend Microsoft 365 Copilot in Copilot Studio (MS-4022)

Develop custom declarative agents with Copilot Studio. Create tailored conversational experiences, integrate organization-specific data sources, and automate complex business processes. After MS-4002, explore how to build secure agents that respect your data protection policies.

Enhance security operations by using Microsoft Security Copilot (SC-5006)

Specialize in Copilot for Security: advanced threat detection, automated incident analysis, breach response, and SIEM/SOAR integration. For security teams wanting to deploy Copilot for Security after mastering the security and compliance foundations with MS-4002.

Optimize Endpoint Security with Intune and Microsoft Copilot for Security (MD-4011)

Specialize in advanced endpoint security with Microsoft Intune and Copilot for Security. Protect your endpoints against modern threats, automate security incident responses, manage device compliance policies, and use Copilot to proactively detect and remediate vulnerabilities. Expert complement to your Copilot deployment to ensure your endpoints are secure and compliant in a Copilot environment.

Microsoft 365 Endpoint Administrator (MD-102T00)

Master endpoint, application, and policy management in the Microsoft 365 ecosystem. Cover Microsoft Intune, Configuration Manager, Windows Autopilot, and application deployment strategies. Recommended foundation to understand the Microsoft 365 infrastructure on which Copilot security policies are built.

Recommended Copilot deployment pathway

Ready to Progress?

Microsoft Copilot Security Compliance Training (MS-4002)

The Preparing Security and Compliance to Support Microsoft 365 Copilot (MS-4002) training is designed for IT professionals, security administrators, and compliance officers. This course teaches you how to configure the necessary security and compliance controls to integrate Microsoft 365 Copilot effectively while safeguarding sensitive data.

Why Take This Training?

Microsoft 365 Copilot provides powerful AI to enhance productivity and automate tasks. However, ensuring successful integration requires a well-prepared security and compliance environment. This course will enable you to:

  • Configure security policies to protect sensitive data.
  • Implement compliance solutions to meet regulatory requirements.
  • Ensure secure management of AI within Microsoft 365.
  • Address specific organizational security needs while leveraging Copilot.

Skills Developed During the Training

  1. Configuring Security Controls
    Learn to secure access and protect data in Microsoft 365.
  2. Implementing Compliance Policies
    Master tools like Microsoft Purview to ensure regulatory compliance.
  3. Managing Permissions
    Configure roles and permissions to restrict access to critical data.
  4. Risk Assessment
    Develop skills to identify and manage risks associated with using Copilot.
  5. Optimizing AI Settings
    Customize Copilot features while maintaining robust security controls.

Instructor-Led MS-4002 Training for Comprehensive Learning

Our instructor-led Preparing Security and Compliance to Support Microsoft 365 Copilot (MS-4002) training offers live, interactive sessions with Microsoft-certified experts. Through hands-on exercises and case studies, you will learn to configure and manage a secure environment for Copilot.

By the end of this training, you will be ready to integrate Microsoft 365 Copilot while ensuring optimal security and compliance.

Who Should Attend This Training?

  • IT administrators responsible for Microsoft 365 security and compliance.
  • Compliance professionals looking to integrate Copilot securely.
  • IT consultants aiming to deliver Copilot-based solutions to their clients.
  • Anyone involved in managing organizational data security.

Maximize the Value of Microsoft 365 Copilot

The Preparing Security and Compliance to Support Microsoft 365 Copilot (MS-4002) training helps you make the most of Copilot while maintaining a secure and compliant environment. Enroll today to integrate AI responsibly into your organization.

Frequently Asked Questions About Preparing Security and Compliance to Support Microsoft 365 Copilot (MS-4002) (FAQ)

The training covers Microsoft Purview, Microsoft Defender, and other security tools integrated with Microsoft 365.

You will learn to configure security and compliance policies to integrate Copilot securely.

Yes, it includes interactive exercises and case studies to enhance your technical skills.

It ensures effective use of Microsoft 365 Copilot while safeguarding data and meeting regulatory compliance.

It helps secure data, manage permissions, and mitigate risks associated with AI usage.

You will be able to configure secure environments, implement compliance policies, and optimize Copilot for specific organizational needs.

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