👨‍🏫 Instructor-Led Training

MS-4017: Manage and extend Microsoft 365 Copilot

Course Code: MS-4017
Duration: 1 Day
Level: Intermediate
Category: IT Support and Administration

Course Overview

Master the management and extensibility of Microsoft 365 Copilot with MS-4017-A: Manage and Extend Microsoft 365 Copilot. This instructor-led course empowers IT administrators, solution architects, and developers to effectively configure, govern, and extend Copilot’s AI-driven capabilities across the Microsoft 365 environment.

Learn how to optimize Copilot deployments, manage user access and policies, and develop custom extensions to tailor AI assistants for specific business needs. Gain practical insights into integrating Copilot with Microsoft Graph, Power Platform, and security frameworks to enhance productivity while maintaining compliance and control.


Audience Profile

This course is designed for:

  • IT administrators managing Microsoft 365 Copilot environments

  • Solution architects designing extensible AI assistant workflows

  • Developers building custom integrations and extensions for Copilot

  • Security and compliance professionals overseeing AI governance and risk management

Prerequisites include familiarity with Microsoft 365 administration, Azure AD, and foundational knowledge of AI and automation tools.


Course Outline

Module 1: Overview of Microsoft 365 Copilot Management

  • Understanding Copilot architecture and deployment models

  • Configuring Copilot settings and managing tenant-wide policies

  • Aligning Copilot management with organizational goals

Module 2: User Access, Roles, and Security Controls

  • Managing user permissions and role-based access for Copilot

  • Implementing Conditional Access and identity protection for AI features

  • Enforcing data privacy and compliance policies

Module 3: Extending Microsoft 365 Copilot

  • Overview of Copilot extensibility options and APIs

  • Developing custom Copilot agents and workflows

  • Integrating Copilot with Microsoft Graph and Power Platform

Module 4: Monitoring, Analytics, and Troubleshooting

  • Utilizing Microsoft 365 monitoring tools for Copilot usage insights

  • Setting up alerts, diagnostics, and performance tracking

  • Best practices for troubleshooting common issues

Module 5: Governance, Compliance, and Risk Management

  • Establishing governance frameworks for AI assistant use

  • Managing audit logs, data retention, and regulatory compliance

  • Addressing ethical considerations and responsible AI use

Module 6: Real-World Scenarios and Best Practices

  • Case studies of successful Copilot management and extension

  • Strategies for scaling Copilot across large enterprises

  • Continuous improvement and lifecycle management


Hands-on Experience

This course includes 40% to 50% hands-on activities, allowing participants to configure Copilot environments, manage security policies, and build custom extensions to enhance Microsoft 365 Copilot capabilities effectively.

Hands-On Labs

This course includes practical, hands-on laboratory exercises to reinforce your learning:

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