Secure and govern Microsoft 365 Copilot interactions with Microsoft Purview

  • Learning Path
  • 7 Modules

At a glance

Microsoft 365 Copilot introduces a new interaction model where users can access and generate content across organizational data, increasing the risk of unintended data exposure. Organizations need visibility into AI activity, controls to protect sensitive information, and tools to detect and respond to risky behavior. Microsoft Purview provides integrated capabilities that help secure and govern Microsoft 365 Copilot interactions through auditing, information protection, policy enforcement, investigation, and behavioral governance.

  • Understand how AI-driven interactions change data access, aggregation, and exposure risk.
  • Use Microsoft Purview Audit to gain visibility into Copilot prompts, responses, and data access patterns.
  • Apply sensitivity labels to classify and protect data used in Microsoft 365 Copilot interactions.
  • Implement data loss prevention (DLP) policies to define and enforce boundaries for AI interactions.
  • Detect and assess risky AI usage patterns with Insider Risk Management.
  • Govern user behavior and enforce acceptable AI use with Communication Compliance.
  • Bring these capabilities together to secure and govern Microsoft 365 Copilot interactions.

Prerequisites

  • A foundational understanding of Microsoft 365 services, including SharePoint, Exchange Online, Teams, and Microsoft 365 Copilot.
  • A foundational understanding of Microsoft Purview and its role in information protection, compliance, and risk management.
  • Familiarity with security and compliance concepts such as data classification, data loss prevention (DLP), auditing, and insider risk management.

Modules in this learning path

Understand How to Secure AI Data with Microsoft Purview

Microsoft Purview helps organizations assess how Microsoft 365 Copilot and other AI tools interact with sensitive data. Using Data Security Posture Management (DSPM) for AI, organizations can evaluate exposure risks, understand which AI tools are in use, and identify how sensitive data is accessed during AI interactions. Audit provides visibility into specific Copilot prompts and responses for compliance and investigation scenarios.

Search and investigate with Microsoft Purview Audit

Enhance data security and compliance with Microsoft Purview Audit by configuring detailed audits, managing logs, and analyzing access patterns.

Create and configure sensitivity labels with Microsoft Purview

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.

Create and manage data loss prevention policies

Effective data loss prevention (DLP) policies are shaped by a series of deliberate decisions rather than individual settings. Clear intent, well-defined detection, appropriate scope, and measured actions determine how policies behave in real workflows. Validation and ongoing adjustment help ensure protection remains effective as risk and usage change.

Create and manage Insider Risk Management policies

Create and manage Microsoft Purview Insider Risk Management policies to detect and address potential insider risks while supporting organizational security and privacy.

Detect and address communication risks with Microsoft Purview Communication Compliance

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.

Secure Microsoft 365 Copilot interactions with Microsoft Purview

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.

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