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Adopt Microsoft Copilot with Confidence:
Mitigate Risks While Embracing AI for Microsoft 365

Integrating AI tools like Microsoft Copilot into your Microsoft 365 environment is not a matter of if, but when. As organizations increasingly adopt AI to enhance productivity, it’s essential to balance innovation with robust risk management. Infotechtion offers a proven framework to help organizations leverage Microsoft Copilot’s capabilities while safeguarding against data misuse, security threats, and compliance risks. By establishing strong governance and automated controls, you can harness the full potential of Copilot responsibly, empowering your teams and ensuring data integrity across your Microsoft 365 ecosystem.

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Microsoft Copilot for Microsoft 365: Revolutionizing Productivity and Quality in the Workplace

Recent findings from Microsoft’s Work Trend Index reveal the transformative impact of Copilot on work quality and efficiency:

  • 68% of users reported enhanced work quality.
  • 70% found that Copilot significantly boosted their productivity.
  • 77% expressed they wouldn’t want to work without it.

 

This data highlights the powerful role of AI tools like Microsoft Copilot in reshaping the future of work.

Source: Work Trend Index: Microsoft’s latest research on the ways we work. Microsoft. 15 November 2023

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Unlocking Microsoft Copilot’s Potential in the Digital Workplace While Managing Risks

Microsoft Copilot for Microsoft 365 is set to revolutionize how we work by surfacing critical data insights across the organization. However, as it integrates deeper into workflows, ensuring secure, compliant, and relevant data use is essential. Key risk factors include:

  • Data Exposure and Compliance: Copilot accesses all data within view-permissions. Weak access controls can lead to compliance issues, including GDPR risks.
  • Lack of Data Classification: Without consistent classification, Copilot may unintentionally process sensitive data, creating new unclassified information with limited data protection.
  • Outdated Information Risks: Unmanaged, redundant data may cause Copilot to reference obsolete information, leading to potential inaccuracies in generated outputs.

Organizations must prioritize robust data governance, Microsoft Purview classifications, and regular data clean-ups to maximize the benefits of Copilot safely and effectively.

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Infotechtion has developed methodologies and frameworks to maximize the value of Copilot for Microsoft 365 while mitigating the risks.

Infotechtion’s comprehensive methodologies are designed to help organizations harness the potential of Microsoft Copilot for Microsoft 365 while proactively addressing data security and compliance risks. Our approach includes:

  • M365 Tenant Assessment: A deep evaluation of your M365 environment, identifying prerequisites and aligning with best practices to ensure your organization is ready for Copilot.
  • Pilot Planning and Outcome Measurement: Strategic guidance for a successful Copilot pilot test, including actionable metrics to assess productivity and data security impacts.
  • Data Oversharing Controls: Recommendations on policies and configurations to minimize unnecessary data exposure and enhance compliance.
  • Microsoft Purview Configurations: Tailored settings to safeguard sensitive data, identify stale content for deletion, and strengthen data lifecycle management.
  • User Adoption Resources: Customized training materials and phased implementation plans to ensure a smooth transition and sustained Copilot use.

The assessment package includes in-depth scan reports and a risk dashboard, offering a clear view of potential issues and practical steps to mitigate them, ensuring a secure and valuable Copilot deployment.

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Infotechtion pilot Approach - 8 Steps to Enterprise-readiness

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Essential Security Controls for Microsoft 365 E3 Licenses

To ensure a secure and compliant environment when implementing tools like Microsoft Copilot, consider these foundational security controls for organizations using E3 licenses:

  • Restrict External Sharing: Disable ‘Anyone’ or ‘Open Access’ permissions to prevent unintended external access.
  • Configure Secure Sharing Links: Set default sharing to ‘Select Named Individuals’ to ensure controlled data access.
  • Limit Search Capabilities: Enable restricted search in SharePoint to limit data exposure within the organization.
  • Disable Bing Chat Integration: Turn off Bing Chat for Enterprise integration to maintain data security and prevent oversharing.
  • Selective Copilot Activation: Enable Copilot only for approved apps to minimize risk and align with compliance goals.
  • Sensitivity Label for Copilot Content: Assign a special Sensitivity label for pilot users to tag Copilot-generated content, maintaining content classification.
  • Audit Copilot Interactions: Use Microsoft Purview controls to monitor Copilot interactions and prompt pilot users with Data Loss Prevention (DLP) policies.

These measures provide a solid foundation for safeguarding data and ensuring compliance while adopting new AI-driven functionalities in Microsoft 365.

Advanced Security Controls for Microsoft 365 E3+ Licenses

For organizations using E3+ licenses, advanced security configurations offer enhanced data protection and compliance when deploying tools like Microsoft Copilot. Key advanced controls include:

  • Audit Copilot with Advanced Insights: Activate advanced insights to monitor Copilot usage and ensure compliance with organizational policies.
  • Auto-Tag Copilot-Generated Content: Automatically apply tagging to content generated by Copilot, making it easier to classify and secure.
  • Prompt Data Loss Prevention (DLP) for Shared Content: Configure DLP policies to alert users when they share Copilot-tagged data, reducing the risk of unauthorized sharing.
  • Retention Policies for Data Management: Enable retention policies to identify and remove stale or obsolete data, keeping your data environment lean and compliant.
  • Automate Search Scope for Inactive Workspaces: Streamline search functionality by automatically excluding or including inactive workspaces in restricted searches, enhancing relevant data discovery.
  • Encrypt Personal and Sensitive Data: Enable encryption protocols for personal and sensitive data, providing an extra layer of protection for high-risk information.

These advanced controls help ensure data security, privacy, and compliance while fully leveraging Microsoft 365’s AI-powered capabilities.

Engage Infotechtion to Unlock the Full Potential of Microsoft Copilot While Mitigating Risks

Infotechtion provides a fast-track assessment to help organizations prepare for Microsoft Copilot deployment efficiently, offering immediate insights and actionable recommendations:

  • Quick Start Tenant Assessment Report: Identify quick wins that optimize your Microsoft 365 environment without a lengthy project, making your tenant enterprise-ready in minimal time.
  • Accelerated Data Security and Governance Scenarios: Leverage pre-packaged, implementation-ready security and governance frameworks developed from real customer insights to secure and govern Copilot data effectively.
  • Copilot Value Assessment for Enterprise Licensing: Build a solid case for enterprise-wide Copilot adoption by assessing its potential ROI and aligning it with organizational objectives.

Infotechtion’s strategic approach helps you maximize the value of Copilot, ensuring compliance, data security, and readiness for seamless AI integrationI.

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Optimize Microsoft Purview with Infotechtion ARM for Comprehensive
Data Governance Across SharePoint, Fileservers, and Azure

Leverage Infotechtion’s Advanced Records Management (ARM) solution to expand Microsoft Purview’s capabilities and streamline data governance. Our tailored approach includes:

  • Identifying and Deleting ROT Data: Automate the identification and removal of redundant, obsolete, and trivial (ROT) data, including duplicates, to improve storage efficiency and compliance.
  • Bulk Sensitivity Label Correction: Quickly review and correct misclassified sensitivity labels at scale, ensuring consistent data protection standards across your organization.
  • Retention and Record Label Accuracy: Review, set, and update retention/record labels on a large scale to maintain regulatory compliance and manage records effectively.
  • Comprehensive Classification for Unlabeled Files: Classify previously untagged files, bringing all data under governance for better visibility and control.


Infotechtion ARM empowers organizations to refine data security and lifecycle management, enhancing compliance and maximizing the value of Microsoft Purview across Microsoft 365 and beyond.

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