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- Assess tenant and data readiness for Microsoft Copilot—including the Copilot Readiness Report and update channels—identify and address oversharing and compliance risks, and plan a phased rollout across your organization.
After completing this module, you can:
- Assess tenant readiness for a Microsoft Copilot rollout, including the Copilot Readiness Report and update channels.
- Identify and address data readiness issues—data leaks, oversharing, and compliance gaps—before a rollout.
- Plan a phased rollout of Microsoft Copilot across the organization.
- Configure the Microsoft Copilot tenant-settings catalog, manage web search and Cowork administration, set up Copilot Search, and extend Copilot with Copilot Connectors and third-party AI providers.
After completing this module, you can:
- Configure the Microsoft Copilot tenant-settings catalog and identify each setting's admin-center location.
- Manage web search for Microsoft Copilot and Microsoft Copilot Chat, and configure Copilot Search.
- Govern Cowork access and web-search behavior without authorizing chargeable usage.
- Manage third-party AI providers and evaluate whether a provider offering is handled as a Microsoft subprocessor or an independent processor.
- Configure Copilot Connectors and choose connector types that balance richer grounding against expanded data exposure.
- Recognize awareness-level extensibility surfaces, including SharePoint AI skills and the Copilot Frontier program.
- Establish governed identities for AI agents using Microsoft Entra Agent ID—assign sponsors and Microsoft Entra owners, automate sponsor-transfer lifecycle transitions, and apply Conditional Access to secure agent access.
After completing this module, you can:
- Explain the Microsoft Entra Agent ID identity model, including agent identity blueprints, agent identities, and agent user accounts.
- Assign sponsors and Microsoft Entra owners to an agent identity, distinct from Agent Registry ownership.
- Automate sponsor-transfer lifecycle transitions using Microsoft Entra ID Governance Lifecycle Workflows.
- Apply Conditional Access to agent identities and select the correct licensing model.
- Govern what agents can invoke using Agent 365 tools, including MCP servers, and curate the ongoing agent estate using Registry actions beyond initial onboarding.
After completing this module, you can:
- Review, approve, and block tools for agents, including Bring Your Own (BYO) MCP server requests.
- Manage ongoing Agent Registry actions beyond initial onboarding, including uploading a custom agent, reassigning an already-active agent's owner, deleting an agent, and starting or stopping Microsoft Foundry agents.
- Filter and audit the agent estate by publisher type and channel.
- Learn how to monitor using real-time visibility into all agents to detect sprawl, understand usage.
By the end of this module, you'll be able to:
- Explore the agents in your organization
- Monitor usage, performance and agent effectiveness
- Monitor agents using the registry and agent map
- View the security risks associated with the agents
- Learn how to set up policies and permissions to govern and secure agents.
By the end of this module, you'll be able to:
- Understand governance policies
- Set up policies, tenant settings, and permissions for the agents
- Perform agent lifecycle management tasks such as activate agents in a governed manner, assign owners, block agents, and use rules to govern agent usage
- Learn why Microsoft 365 offers several Microsoft Copilot and agent report sources, choose the right one for a given question, reconcile Microsoft 365 and Microsoft Foundry costs without double-counting, and use Microsoft 365 Service Health and Copilot controls to diagnose AI-service issues honestly.
After completing this module, you can:
- Select the correct report source to answer a specific Microsoft Copilot or agent adoption, productivity, or ROI question.
- Read the Copilot usage report and the separate Agent usage report to distinguish licensed access from actual adoption.
- Reconcile Microsoft 365 AI services costs across the Microsoft 365 admin center and Microsoft Cost Management.
- Apply AI FinOps practices—workload selection, model cost tiers, consumption reduction, and cost attribution—to optimize Microsoft 365 AI spend.
- Use Microsoft 365 Service Health and the Copilot Control System's three-pillar governance model to monitor AI-service health and recommend admin actions that improve adoption.
