Prepare your organization for Microsoft 365 Copilot — Lesson 3: Security, Compliance, and Responsible AI

Learning Objectives

• Apply sensitivity, retention, DLP, audit, privacy, and responsible-AI controls
• Define approved use, prohibited data, human review, and prompt guidance
• Monitor risks, incidents, policy exceptions, and compliance evidence

Detailed Topics

• Apply sensitivity: Apply sensitivity, retention, DLP, audit, privacy, and responsible-AI controls
• Define approved use: Define approved use, prohibited data, human review, and prompt guidance
• Monitor risks: Monitor risks, incidents, policy exceptions, and compliance evidence

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, development, administration, analysis, or collaboration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Create a Copilot security and responsible-use policy baseline.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Security, Compliance, and Responsible AI in a realistic scenario and validate the result with documented evidence.