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Introduction to Microsoft 365 and AI administration
Course Description
Overview
This course provides a comprehensive introduction to Microsoft 365, Copilot, and AI-powered agents. It introduces learners to the foundational concepts, core services, and administrative controls of Microsoft 365. It then builds upon this foundation by exploring how Copilot and agents can utilize AI to automate tasks, enhance collaboration, and personalize user experiences across the Microsoft 365 suite.Objectives
- Understand how Microsoft 365 brings together tools like Exchange, Teams, SharePoint, and OneDrive under one secure and cloud connected environment.
- Use the Microsoft 365 admin center to access service management areas, perform configuration tasks, and monitor service health.
- Describe the initial setup tasks in Exchange, SharePoint, and Teams.
- Understand how identity controls, access policies, and compliance configurations protect against unauthorized access and misuse.
- Describe how to delegate permissions and responsibilities securely using predefined or custom admin roles.
- Understand the core features and benefits of Microsoft Purview for data protection, governance, and compliance in Microsoft 365.
- Identify and classify sensitive information using automated and manual tools, including sensitivity labels and trainable classifiers.
- Explain how to implement and manage data loss prevention (DLP), insider risk management, and communication compliance policies.
- Describe best practices for data lifecycle management, including retention, archiving, and deletion of organizational data.
- Recognize and address risks related to oversharing and data access governance in SharePoint and other collaboration platforms.
- Understand how Microsoft 365 Copilot accesses and secures data, and how to monitor and control AI-driven data interactions for compliance and safety.
- Manage Microsoft 365 Copilot licenses and pay-as-you-go billing.
- Monitor and adjust pay-as-you-go Copilot usage.
- Track Microsoft 365 Copilot user adoption.
- Use Copilot Analytics to monitor usage patterns and adoption trends.
- Manage and govern prompts in Microsoft 365 Copilot.
- Employ operational best practices, such as troubleshooting common issues and communicating changes to end users.
- Create a Microsoft 365 Copilot Chat agent.
- Create a SharePoint agent.
- Test, edit, and publish agents
- Manage user access and permissions for agents.
- Manage the agent approval process and governance policies for agent deployment.
- Monitor and manage the agent lifecycle using Microsoft 365 and Power Platform tools.
Audience
Prerequisites
- Students should have basic functional experience with Microsoft 365 services.
- Students must have a proficient understanding of general IT practices.
Topics
- Explore Microsoft 365 security foundations
- Introduction
- Analyze the Zero Trust security model
- Implement Zero Trust in Microsoft 365
- Examine threat protection and intelligence in Microsoft 365
- Explore identity and authentication in Microsoft 365
- Manage access and permissions in Microsoft 365
- Explore identity and access management in Microsoft Entra
- Troubleshoot and monitor identity security
- Module assessment
- Introduction to Microsoft 365 core services and admin controls
- Introduction
- Explore the Microsoft 365 ecosystem and core service components
- Explore the Microsoft 365 admin center and key admin tools
- Examine Microsoft Exchange, Teams, and SharePoint
- Establish security, identity, and compliance foundations
- Assign admin roles using Role-Based Access Control
- Module assessment
- Protect and govern Microsoft 365 data
- Introduction
- Introduction to Microsoft Purview and data governance
- Identify and respond to data risks with Microsoft Purview
- Examine compliance, AI data discovery, and eDiscoveryw
- Explore oversharing and data access governance in SharePoint
- Explore data protection in Microsoft 365 Copilot
- Module assessment
- Explore Microsoft 365 Copilot and agents
- Introduction
- Introduction to Microsoft 365 Copilot
- What are agents?
- Compare Microsoft 365 Copilot and agents
- Compare Microsoft 365 Copilot licensing models
- Plan and deploy Microsoft 365 Copilot and agents
- Explore real-world use cases for Copilot and agents
- Module assessment
- Perform basic administrative tasks for Microsoft 365 Copilot
- Introduction
- Manage Copilot licenses and pay-as-you-go billing
- Monitor and adjust pay-as-you-go Copilot usage
- Monitor Microsoft 365 Copilot usage and adoption
- Manage and govern Microsoft 365 Copilot prompts
- Apply operational best practices for Microsoft 365 Copilot
- Module assessment
- Perform basic administrative tasks for Microsoft 365 Copilot agents
- Introduction
- Create a Microsoft 365 Copilot Chat agent - Part 1
- Create a Microsoft 365 Copilot Chat agent - Part 2
- Create a SharePoint agent
- Test and edit your agents
- Manage user access and permissions for agents
- Examine agent approval and governance
- Monitor and manage the agent lifecycle
- Module assessment
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