Training: Manage and extend Microsoft 365 Copilot (MS-4017)

Ref. MS-4017

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Duration:

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Exam:

Non certifiant

Level:

Intermédiaire

Funding:

Eligible

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Manage and extend Microsoft 365 Copilot Training (MS-4017)

Once Microsoft 365 Copilot is deployed, organizations need to monitor its adoption, measure its impact on productivity and ensure proper governance. Without the right tools and methodology, IT teams lack visibility into how Copilot is being used and cannot optimize the investment.

The MS-4017 training teaches you to manage Microsoft 365 Copilot using Viva Insights and governance tools. You learn to track adoption metrics, analyze productivity impact, configure usage policies and ensure compliance with organizational requirements. This official Microsoft course, delivered by MCT instructors at ITTA in Geneva and Lausanne, gives you the skills to maximize the value of your Copilot deployment.

Participant Profiles

Microsoft 365 Administrators
IT Security Managers
IT Infrastructure Professionals
Digital Transformation Consultants
Cloud or Microsoft Solutions Architects

Objectives

Configure Viva Insights to monitor Microsoft 365 Copilot adoption and usage
Analyze Copilot’s impact on team productivity using built-in reports
Implement governance policies for Copilot usage across the organization
Configure access controls and license management for Copilot
Generate executive reports demonstrating Copilot ROI
Identify optimization opportunities and drive continuous improvement

Prerequisites

Understand the fundamentals of Microsoft 365 and its administrative environment
Master concepts of security, identity, and access management in the cloud
Have experience administering Microsoft 365 services such as SharePoint, Teams, or Exchange

Course Content

Module 1 : Implement Microsoft 365 Copilot

Get ready for Microsoft 365 Copilot
Implement SharePoint Advanced 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
Extend Microsoft 365 Copilot
Drive Microsoft 365 Copilot adoption throughout your organization

Module 2 : Examine data security and compliance in Microsoft 365 Copilot

Examine how Microsoft 365 Copilot uses your proprietary business data
Examine how Microsoft 365 Copilot protects sensitive business data
Examine how Microsoft 365 Copilot uses Microsoft 365 isolation and access controls
Examine how Microsoft 365 Copilot meets regulatory compliance mandates

Module 3 : Apply principles of Zero Trust to Microsoft Copilots

Prepare for Microsoft Copilot using Zero Trust security
Apply Zero Trust principles to your Microsoft Copilot deployment
Explore Zero Trust recommendations for your Copilot configuration
Apply Zero Trust principles to your Microsoft 365 Copilot deployment
Deploy or validate your data protection
Deploy or validate your identity and access
Deploy or validate your App Protection policies
Deploy or validate your device management protection
Deploy or validate your threat protection services
Deploy or validate secure collaboration for Microsoft Teams
Deploy or validate minimum user permissions to data

Module 4 : Manage Microsoft Copilot

Compare Microsoft Copilot and Microsoft 365 Copilot
Explore Microsoft Copilot with enterprise data protection
Manage Microsoft Copilot in Microsoft Edge
Manage Microsoft Copilot on mobile devices

Module 5 : Manage Microsoft 365 Copilot

Manage Microsoft 365 Copilot settings
Manage web access for Microsoft 365 Copilot
Manage Copilot for Microsoft Teams meetings and events
Explore Microsoft Purview data protections for AI apps
Secure data for AI apps using the Microsoft Purview AI Hub
Monitor the value of Microsoft 365 Copilot through the Copilot Dashboard
Track Microsoft 365 Copilot readiness and usage across your organization
Monitor your Copilot interactions using a communication compliance policy
Delete your Microsoft 365 Copilot interaction history

Module 6 : Microsoft 365 Copilot extensibility fundamentals

What is Copilot extensibility?
What are agents?
What are declarative agents?
What are custom engine agents?
Add knowledge with Graph connectors
Add skills with plugins

Module 7 : Choose a Microsoft 365 Copilot extensibility development path

Why extend Copilot?
Which path for extensibility should you choose?
Which development approach should you take?
What development tools are available to extend Microsoft 365 Copilot?
How are companies extending Microsoft 365 Copilot?
How can I secure my data and ensure privacy?

Module 8 : 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 Microsoft Graph connectors
Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot

Documentation

Access to Microsoft Learn, Microsoft’s online learning platform, offering interactive resources and educational content to deepen your knowledge and develop your technical skills.

Lab / Exercises

This course provides you with exclusive access to the official Microsoft lab, enabling you to practice your skills in a professional environment.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Why manage Microsoft 365 Copilot with governance tools

Deploying Copilot is only the first step. Organizations that actively manage and monitor Copilot usage see significantly higher adoption rates and return on investment. The MS-4017 training gives you the tools and methodology to transform raw usage data into actionable insights that drive organizational improvement and justify the Copilot investment to stakeholders.

Viva Insights and Copilot analytics

Microsoft Viva Insights provides detailed analytics on how Copilot is being used across your organization. You learn to configure the Copilot dashboard, interpret usage metrics, identify power users and detect teams with low adoption. The training covers the different report types available, how to create custom views and how to correlate Copilot usage with productivity outcomes.

Governance policies and compliance

Effective Copilot governance ensures consistent, secure and compliant usage across the organization. You learn to define acceptable use policies, configure data handling rules and implement guardrails that prevent misuse. The training covers integration with Microsoft Purview for data governance, audit logging and compliance reporting requirements specific to AI-powered tools in regulated industries.

ROI measurement and executive reporting

Demonstrating Copilot ROI is essential for continued investment and organizational buy-in. You learn to build executive dashboards that show time savings, productivity improvements and adoption trends. The training provides frameworks for calculating ROI and presenting results to management in a compelling and data-driven manner.

FAQ – MS-4017 Copilot Governance Training

Is Viva Insights required for this training?

Viva Insights is used in the labs for Copilot analytics. Understanding its configuration and reports is a key component of the training.

What roles benefit most from this training?

IT administrators, Microsoft 365 administrators, digital workplace managers and IT project managers responsible for the Copilot deployment benefit most from this training.

Can I use these tools without a Viva Insights license?

Some basic Copilot usage reports are available in the Microsoft 365 admin center. However, advanced analytics and productivity insights require Viva Insights licenses.

Does the training cover data privacy considerations?

Yes, the training addresses data privacy, employee monitoring regulations and best practices for implementing Copilot analytics in compliance with Swiss and European data protection requirements.