Implementation of Microsoft 365 Copilot with full control over data and users
When organizations take the step toward AI-powered productivity tools like Microsoft 365 Copilot, secure and controlled implementation becomes crucial. Copilot connects Microsoft 365 and external applications through APIs and Microsoft Graph, creating vast opportunities to streamline workflows. At the same time, it requires a well-planned strategy for data protection, identity management, and access control to minimize risks.
Step-by-step guide to ensure a secure implementation of Copilot
One of Microsoft 365 Copilot’s greatest strengths is its ability to seamlessly connect data, tools, and systems. To harness that potential securely and effectively, clear preparation is essential. The following areas form the foundation for a safe and sustainable Copilot implementation:
- Identities and access (Entra ID)
- Security for digital devices (Endpoints)
- SharePoint, OneDrive, Teams, and Exchange – structure and access control
- Labeling (SharePoint/Purview)
- API integration and Microsoft Graph
- Logging configuration (Defender/Sentinel/Purview)
- Regular review and ownership
- Identifying key users and providing training
Secure and efficient implementation of Copilot
Do you want to take full advantage of Microsoft 365 Copilot while maintaining security, compliance, and control over your data? We help you build a secure and structured foundation for Copilot by reviewing all the essential areas — from identity management and device security to document access, labeling, and API integrations.
Through our step-by-step process, we ensure that your environment is properly configured, sensitive information is protected, and Copilot can be used in a way that enhances both productivity and information security.
01
Identities and Access
- Review the current configuration of Entra ID to ensure it is up to date.
- Enable single sign-on (SSO) for all Microsoft 365 applications and activate MFA (multi-factor authentication).
- Restrict access to the minimum necessary permissions, ensuring all identities only have access to information relevant to their role and assignment. Regularly review and update group access.
- Identify role-based access and assess whether it is relevant to implement PIM (Privileged Identity Management).
02
Device Security
- Update all Microsoft 365 applications.
- Configure Conditional Access based on location, device, and risk levels.
03
SharePoint, OneDrive, Teams, and Exchange – Structure and Access Control
A secure and well-structured information environment is crucial for Copilot to access, analyze, and use data correctly. By ensuring clear access rights, labeling, and governance of information flows, sensitive data is protected while productivity is enhanced.
SharePoint and OneDrive
- Review and update access permissions and sharing options.
- Limit external sharing and ensure automatic application of labels.
- Implement consistent naming conventions and archiving routines.
Microsoft Teams
- Ensure correct permissions and labeling at the Teams level.
- Align Teams structure with SharePoint for order and traceability.
- Restrict external access and enforce data storage policies
Exchange (Outlook and Email)
- Manage permissions, labeling, and DLP protection for sensitive information.
- Limit external forwarding and enable secure email handling.
04
Labeling
- Ensure that sensitivity labels are properly configured and correctly applied across the organization.
- Set up labels with encryption to enforce appropriate access and usage permissions for Copilot.
05
API Integrations and Microsoft Graph
- Identify the need for information from external applications and determine which types of data should be accessible via API integration.
- Ensure proper access rights through Entra ID, following the “least privilege” principle, and use OAuth 2.0 for authentication.
- Verify that the correct application permissions are assigned.
- Configure Microsoft Defender for Cloud Apps to monitor API calls and behavior.
- Set up logging to Microsoft Sentinel.
06
Logging Configuration
- Enable audit logs in Microsoft Purview and activate Advanced Audit for longer retention and more detailed logging.
- Configure logs for Microsoft Graph to cover Copilot’s use of API integrations.
07
Review and Ownership
- Identify owners for each area to ensure configurations are regularly reviewed and updated.
08
Identify Key Users and Training Needs
- Identify a department or key users (early adopters) for the initial rollout of Copilot. These users are essential for shaping best practices for Copilot usage within the organization and for supporting other users as it is deployed organization-wide.
- Plan training on how to use Copilot effectively and establish a process to keep all users updated when new features are released.
A reasonable investment to ensure Copilot operates securely and delivers its full potential
The scope of a Copilot implementation varies depending on the organization’s size, the configuration of your Microsoft 365 environment, and the maturity of your security practices. The table below shows an indicative fixed price for a complete review following our step-by-step process. Preparing Microsoft 365 for Copilot is a one-time investment that provides long-term security and control. For larger organizations, the investment amounts to roughly one-third of the annual cost of Copilot licenses — a modest expense compared to the benefits, especially considering it protects data, ensures compliance, and unlocks the full value of your AI initiative.
* Prices are indicative and based on a typical engagement. The final price is always tailored to your current situation and specific needs.
Most organizations do not need to complete all steps at once. We always start by discussing your current situation and capabilities to prioritize the areas that will have the greatest immediate impact.
Book a free review to receive an exact estimate based on your environment and specific needs
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