Microsoft 365 Copilot for Information Managers Training Course (United States & Canada)

Microsoft 365 Copilot for Information Managers Training Course (United States & Canada)2026-08-06T15:53:03+01:00

Course Guarantee

Gain a solid understanding of how to handle compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Pivot Compliance Portal. 

What you will achieve after going on the course

  • Enhanced Data Analysis and Insights: You will be able to leverage Microsoft 365 Copilot to analyse large datasets efficiently, gaining valuable insights that can drive informed decision-making. This includes using AI-powered tools to identify trends, patterns, and anomalies in data, which can help in optimizing business processes and strategies.

  • Improved Compliance and Data Governance: You will learn to manage compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Purview Compliance Portal. This ensures that data handling practices align with regulatory requirements, reducing the risk of non-compliance penalties and enhancing overall data governance.

  • Streamlined Information Management: You will gain skills to strategically integrate Microsoft 365 Copilot into your information management processes. This includes automating routine tasks, improving data organization, and ensuring that information is easily accessible and secure, leading to increased operational efficiency.

The problems that customers are facing

Problem 1

Problem: Organizations often struggle to analyze large datasets effectively, leading to missed opportunities and suboptimal decision-making. Enhanced data analysis and insights can help by leveraging AI-powered tools to identify trends and patterns, driving more informed decisions.

Solution: Microsoft Copilot offers a range of AI-powered tools that can significantly enhance data analysis and insights. For instance, Microsoft Power BI allows organizations to visualize and analyze data from various sources, providing interactive reports and dashboards that help identify trends and patterns. Additionally, Microsoft Azure Machine Learning enables the creation and deployment of predictive models, allowing organizations to make data-driven decisions and optimize business processes.

Problem 2

Problem: Managing compliance with regulatory requirements can be complex and time-consuming. Failure to comply can result in fines and legal action. Improved compliance and data governance ensure that data handling practices align with regulations, reducing the risk of penalties.

Solution: Microsoft Copilot, through Microsoft Purview, provides comprehensive compliance and data governance solutions that help organizations manage their data in accordance with regulatory requirements. By using Microsoft Purview Compliance Manager, organizations can assess their compliance posture, manage data protection policies, and automate risk assessments. This ensures that data handling practices align with legal standards, reducing the risk of non-compliance penalties.

Problem 3

Problem: Poor data organization and difficulty in accessing information can lead to wasted time and resources. Streamlined information management automates routine tasks and improves data organization, enhancing operational efficiency and allowing employees to focus on strategic initiatives.

Solution: Microsoft Copilot, integrated with Microsoft 365, offers several tools to streamline information management and improve operational efficiency. SharePoint provides a centralized platform for document management and collaboration, making it easier to organize and access information. Additionally, Microsoft Teams integrates with SharePoint and other Microsoft 365 apps, enabling seamless communication and collaboration across the organization. By automating routine tasks and improving data organization, these tools help enhance operational efficiency and allow employees to focus on strategic initiatives.

Choose your course type

Led by a live instructor, learn virtually (via Microsoft Teams) alongside a small group of other students. Find and book a scheduled course date below.

Duration

1 day (3 hours)

Certification

Certificate of Completion

Need to educate a full team or group of people? Looking for something more bespoke? Want your training to be delivered on-site or face-to-face?

Contact us now via the Live Chat in the bottom right hand corner of your screen, or leave us a message here and we’ll get back to you.

Book Now

Virtual, Instructor-Led Course

$795

+ local taxes

Book Now

Private & Tailored In-House Training

£POA

+ local taxes

📞

Want to talk with someone?

Contact us now via the Live Chat in the bottom right hand corner of your screen, or leave us a message here and we’ll get back to you.

About this course

Microsoft Copilot is a powerful AI tool designed to revolutionize the way we work. The real opportunity is to not only transform personal productivity, but lift the capability of an entire organization.

Copilot sets a new baseline, one where every employee gains the skills to write, design, code, analyse data, and more, amplifying expertise and taking work from good to exceptional.

In this course, created specifically for information managers, you’ll gain a solid understanding of how to handle compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Pivot Compliance Portal.

This course will enable you to strategically integrate Microsoft 365 Copilot into your information management processes to ensure its compliant use within your organization.

This course will cover the following topics: 

  • Introduction 
  • What is Microsoft 365 Copilot? 
  • Microsoft 365 Copilot Overview 
  • Data, Privacy & Security For Microsoft 365 Copilot 
  • Get Ready For Microsoft 365 Copilot 
  • Microsoft 365 Copilot Settings Configuration 
  • Microsoft 365 Copilot Configuration For Teams Meetings 
  • Microsoft 365 Copilot Interactions Audit 
  • Microsoft 365 Copilot eDiscovery 
  • Microsoft 365 Copilot Data Retention 
  • Microsoft 365 Copilot Communication Compliance 
  • Wrap Up

Anyone who oversees or is involved information management within their company or organization.

Foundation Courses
  • Microsoft 365 SharePoint Fundamentals
  • Microsoft 365 SharePoint Super User
  • Microsoft 365 Teams Information Governance & Protection
  • Microsoft 365 Purview eDiscovery​
Intermediate Courses​
  • Microsoft 365 Information Architecture​
  • Microsoft 365 Purview Records Management
  • Microsoft 365Audit & Investigation
  • Microsoft 365 Purview Information Protection & Data Loss Prevention
Advanced Courses​
  • Microsoft 365 SharePoint Premium​

Contact us now via the Live Chat in the bottom right hand corner of your screen, or leave us a message here and we’ll get back to you.

Other courses you might like

Go to Top