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

Ref. MS-4002

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Eligible

Home > Trainings > Artificial intelligence > AI Governance and Responsible AI > Prepare security and compliance to support Microsoft 365 Copilot (MS-4002)

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

Securing and structuring compliance before deploying Microsoft 365 Copilot has become a non-negotiable prerequisite for IT leaders. This Applied Skill MS-4002 training gives you the keys to prepare your Microsoft 365 environment: assess the security posture, configure Microsoft Purview for information protection and labeling, and activate retention and access governance controls that will frame Copilot usage.

You leave with an operational checklist: Secure Score audit, sensitivity labels, retention policies, data lifecycle management, conditional access controls and GDPR alignment for European companies. The training is delivered in Geneva and Lausanne by a Microsoft Certified Trainer.

Participant Profiles

System and network administrators
Digital transformation consultants
Cloud solutions architects
Security and compliance managers
Technical IT managers

Objectives

Audit the Microsoft 365 security posture and calculate the Secure Score before Copilot deployment
Configure Microsoft Purview Information Protection with sensitivity labels applied to critical data
Define and apply retention policies and data lifecycle management adapted to Copilot
Set up conditional access controls and oversharing permissions to protect data access
Align the M365 configuration with GDPR and Swiss nLPD obligations for compliant Copilot deployment

Prerequisites

Basic experience with Microsoft 365 services
Understanding of knowledge management principles
General knowledge of cybersecurity and access management

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 assessment

Module 2 : Manage secure user access in Microsoft 365

Examine the identity and access tools used in Microsoft 365
Manage user passwords
Implement Conditional Access policies
Enable pass-through authentication
Implement multifactor authentication
Explore passwordless authentication options
Explore self-service password management
Implement Microsoft Entra Smart Lockout
Explore Security Defaults in Microsoft Entra ID
Investigate authentication issues using sign-in logs
Module assessment

Module 3 : Manage permissions, roles, and role groups in Microsoft 365

Examine the use of roles in the Microsoft 365 permission model
Manage roles across the Microsoft 365 ecosystem
Explore administrator roles in Microsoft 365
Examine best practices when configuring administrative roles
Assign admin roles to users in Microsoft 365
Delegate admin roles to partners
Implement role groups in Microsoft 365
Manage permissions using administrative units in Microsoft Entra ID
Manage SharePoint permissions to prevent oversharing of data
Elevate privileges using Microsoft Entra Privileged Identity Management
Module assessment

Module 4 : Deploy Microsoft 365 Apps for enterprise

Explore Microsoft 365 Apps for enterprise functionality
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
Deploy Microsoft 365 Apps for enterprise from a local source
Manage updates to Microsoft 365 Apps for enterprise
Explore the 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
Module assessment

Module 5 : Implement Microsoft Purview Data Loss Prevention

Plan to implement Microsoft Purview Data Loss Protection
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
Module assessment

Module 6 : Implement sensitivity labels

Plan your deployment strategy for sensitivity labels
Enable sensitivity labels for files in SharePoint and OneDrive
Examine the requirements to create a sensitivity label
Create sensitivity labels
Publish sensitivity labels
Remove and delete sensitivity labels
Module assessment

Module 7 : 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
Module assessment

Documentation

Accès à Microsoft Learn, la plateforme d’apprentissage en ligne Microsoft, offrant des ressources interactives et des contenus pédagogiques pour approfondir vos connaissances et développer vos compétences techniques.

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

Preparing Microsoft 365 for Copilot: a governance project before an AI project

Microsoft 365 Copilot relies on data, permissions and policies already in place in the tenant. If governance is not mature, Copilot will expose poorly classified content, share sensitive information in its responses and amplify existing oversharing issues. The Applied Skill MS-4002 training is designed to structure this preparation before go-live.

Microsoft Purview at the heart of the training

Microsoft Purview is the governance and compliance platform you configure during the course. The program covers sensitivity labels (creation, publication, automatic application via classifiers), retention labels and policies, Data Lifecycle Management and sensitive content discovery with Content Search. The goal is to reach a Copilot-ready tenant where sensitive data is identified, classified and protected.

Oversharing: the number one risk of a rushed Copilot deployment

Copilot can access everything the end user can access. If your SharePoint sites are oversharing, if your OneDrive contains unprotected personal data, or if your Public Teams channels broadcast confidential content, Copilot will surface it in its responses. The MS-4002 training devotes significant time to oversharing identification tools: SharePoint Advanced Management, Microsoft 365 admin center, Purview usage reports.

GDPR and Swiss nLPD compliance

Swiss companies deploying Microsoft 365 Copilot are affected by the new Data Protection Act (nLPD) and by GDPR if they process EU resident data. The training covers documenting Copilot-related processing, verifying the Microsoft DPA, and controls to put in place to respond to data subject rights requests (access, deletion, portability).

Audience and prerequisites

This Applied Skill MS-4002 training is for Microsoft 365 administrators, security and compliance officers, DPOs and IT architects leading a Copilot project. Knowledge of Microsoft 365 fundamentals (equivalent to MS-900) and a basic understanding of Microsoft Purview are recommended.

Applied Skill: a practical format without associated certification

The MS-4002 program is a Microsoft Applied Skill, i.e. a skills validation path without certifying exam. No credential is issued at the end of the training. The format focuses on practice and immediate application in a production environment.

FAQ Microsoft 365 Copilot security and compliance (MS-4002)

Why configure Microsoft Purview before deploying Copilot?

Copilot inherits the existing permissions and classifications in the tenant. Without prior Purview governance, you risk exposing sensitive data in Copilot’s responses and losing control over the dissemination of confidential information.

What specific GDPR controls apply to Microsoft 365 Copilot?

Processing documentation (DPIA register), verification of the Microsoft DPA for Copilot, audit reports setup, configuration of retention durations for Copilot prompts and responses, and a process to respond to data subject rights requests.

Is the Applied Skill MS-4002 equivalent to a Microsoft certification?

No. An Applied Skill is a practical skills validation format, without a formal exam. For a certification covering Microsoft 365 security, see the SC-400 (Information Protection) or MS-102 (Microsoft 365 Administrator) certifications.

Does the training cover Microsoft Defender for Cloud Apps for Copilot?

Yes, the training covers discovering Copilot usage via Defender for Cloud Apps, monitoring prompts and detecting abnormal behavior in generative AI usage.