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Microsoft

Secure and govern Microsoft 365 Copilot interactions with Microsoft Purview

Microsoft via Microsoft Learn

Overview

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  • Understand how to secure AI data with Microsoft Purview.

    After completing this module, you'll be able to:

    • Explain how Microsoft Purview DSPM for AI supports AI data risk assessment
    • Identify which AI tools are in use and how they interact with sensitive content
    • Use DSPM for AI to assess potential data exposure and apply recommended controls
    • Use Microsoft Purview Audit to review prompts and responses from Microsoft 365 Copilot
  • Conduct investigations with Microsoft Purview Audit.

    After completing this module, you'll be able to:

    • Describe how Microsoft Purview Audit records, retains, and exposes activity across Microsoft 365.
    • Configure Audit (Standard) or Audit (Premium) for the users, services, and retention windows your compliance requirements call for.
    • Run audit searches from the Microsoft Purview portal and PowerShell to surface evidence of user and admin activity.
    • Extend the same search to Copilot and AI app activity across first-party, connected, and non-Microsoft record types.
    • Investigate message-level access with Audit (Premium) events like MailItemsAccessed.
    • Analyze and report on audit results by parsing exports and joining across record types.
  • Microsoft Purview sensitivity labels enable you to classify and protect sensitive data throughout your organization, including in the cloud and on devices. This module covers how to classify and protect sensitive information to ensure its security and compliance.

    Upon completion of this module, you should be able to:

    • Understand the basics of Microsoft Purview sensitivity labels in Microsoft 365.
    • Create and publish sensitivity labels to classify and safeguard data.
    • Configure encryption settings with sensitivity labels for improved data security.
    • Implement auto-labeling for consistent data classification and protection.
    • Use the Microsoft Purview data classification dashboard to monitor sensitivity label usage.
  • Create and manage data loss prevention policies.

    In this module you learn to:

    • Establish clear intent and boundaries before creating a DLP policy
    • Decide when to use a template-based policy or create a custom policy
    • Define detection logic that reflects meaningful data risk
    • Align policy scope and actions to real business workflows
    • Validate and refine policy behavior using simulation mode
    • Manage and adapt DLP policies as risk and usage patterns change
  • Create and manage Insider Risk Management policies.

    After completing this module, you'll be able to:

    • Explain the purpose of policy templates.
    • Identify when to use quick or custom policies.
    • Create quick policies for common scenarios.
    • Build and configure custom policies for specific risks.
    • Update and manage policies as organizational needs change.
  • Microsoft Purview Communication Compliance is a solution that helps organizations address code-of-conduct policy violations in company communications, while also assisting organizations in regulated industries meet specific supervisory compliance requirements. Communication Compliance uses machine learning to intelligently detect violations across different communication channels such as Microsoft Teams, Exchange Online, or Yammer messages.

    Upon completion of this module, you should be able to:

    • List the enhancements in communication compliance over Office 365 Supervision policies, which it will replace.
    • Explain how to identify and remediate code-of-conduct policy violations.
    • List the prerequisites that need to be met before creating communication compliance policies.
    • Describe the types of built-in, pre-defined policy templates.
  • AI tools like Microsoft 365 Copilot create new ways to interact with sensitive data, but they also introduce new risks. Learn how Microsoft Purview helps you apply security and compliance controls that protect data, manage AI activity, and support responsible use at scale.

    In this module you learn how to:

    • Control Copilot's access to sensitive content with sensitivity labels
    • Prevent data exposure in Copilot interactions using data loss prevention policies
    • Retain and audit Copilot prompts and responses with retention and audit
    • Investigate Copilot activity using eDiscovery
    • Detect risky or inappropriate Copilot usage with Communication Compliance
    • Assess AI compliance using Compliance Manager

Syllabus

  • Understand How to Secure AI Data with Microsoft Purview
    • Introduction
    • Understand AI data security risks
    • Understand how Microsoft Purview secures AI data
    • Evaluate compliance risks for AI usage
    • Identify AI-related data exposure risks
    • Understand how Microsoft Purview controls AI data access
    • Detect and respond to risky AI activity
    • Retain and search Copilot prompts and responses
    • Module assessment
    • Summary
  • Conduct investigations with Microsoft Purview Audit
    • Introduction
    • Understand how Microsoft Purview Audit works
    • Configure and manage Microsoft Purview Audit
    • Configure audit retention with Audit (Premium)
    • Run audit searches with Audit (Standard)
    • Investigate activities with Audit (Premium)
    • Search for Copilot and AI app activities
    • Analyze and report on audit results
    • Module assessment
    • Summary
  • Create and configure sensitivity labels with Microsoft Purview
    • Introduction
    • Sensitivity label overview
    • Create and configure sensitivity labels and label policies
    • Configure encryption with sensitivity labels
    • Implement auto-labeling policies
    • Track and evaluate sensitivity label usage in Microsoft Purview
    • Module assessment
    • Summary
  • Create and manage data loss prevention policies
    • Introduction
    • Understand how DLP policy decisions fit together
    • Choose a template or create a custom policy
    • Define what the policy detects
    • Align policy scope to risk
    • Define how the policy responds
    • Validate policy behavior using simulation mode
    • Manage DLP policies
    • Adjust enforcement dynamically based on risk
    • Guided walkthrough: Create a DLP policy
    • Module assessment
    • Summary
  • Create and manage Insider Risk Management policies
    • Introduction
    • Understand Insider Risk Management policy templates
    • Compare quick and custom insider risk policies
    • Create a custom Insider Risk Management policy
    • Manage policies in Insider Risk Management
    • Module assessment
    • Summary
  • Detect and address communication risks with Microsoft Purview Communication Compliance
    • Introduction
    • Understand Microsoft Purview Communication Compliance
    • Plan for communication compliance
    • Understand the Communication Compliance workflow
    • Create communication compliance policies
    • Investigate and remediate Communication Compliance alerts
    • Use Communication Compliance reports
    • Detect and manage risky interactions in AI apps
    • Integrate communication compliance with SIEM solutions
    • Module assessment
    • Summary
  • Secure Microsoft 365 Copilot interactions with Microsoft Purview
    • Introduction
    • Understand how Microsoft 365 Copilot changes data protection needs
    • Assess Copilot regulatory compliance with Compliance Manager
    • Audit Copilot interactions with Microsoft Purview
    • Analyze Copilot interactions with Communication Compliance
    • Classify and protect Copilot content with sensitivity labels
    • Apply DLP policies to Microsoft 365 Copilot
    • Apply retention policies to Copilot prompts and responses
    • Investigate and delete Copilot activity with eDiscovery
    • Module assessment
    • Summary

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