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Setting Up the Right Governance for Microsoft 365 Copilot

Rolling out Microsoft 365 Copilot? You need to make sure it’s done securely and responsibly. Since Copilot connects with your data, workflows, and processes, it’s important to have the right checks in place to protect sensitive information and stay compliant with regulations.

A SOLID GOVERNANCE PLAN HELPS YOU
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Control Access

Ensure only the right people can use Copilot to prevent data misuse.

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Protect Data

Use security measures like encryption and permission controls.

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Stay Compliant

Follow data protection laws like GDPR, HIPAA, and CCPA.

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Monitor Usage

Keep track of interactions, enforce policies, and secure AI-driven processes.

With the right governance in place, you can make the most of Copilot’s capabilities - enhancing productivity, collaboration, and innovation - without compromising security.

Why Security Matters in Microsoft 365 Copilot

Copilot Works Across Business Applications

Microsoft 365 Copilot integrates with apps like Word, Excel, Teams, and Outlook, processing a lot of sensitive company data from financial reports to internal communications. Without proper security in place, this could lead to unauthorized access, data breaches, or even loss of critical business information.

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Key Security Steps to Keep Data Safe

To ensure security and compliance, you should:

Use Data Encryption

Protect information while it’s stored or being shared.

Enable Multi-Factor Authentication (MFA)

Add extra protection for user logins.

Apply Data Loss Prevention (DLP)

Prevent sensitive data from being exposed.

Taking these steps helps you stay compliant with data protection laws and reduce the risk of security threats.

Making Zero Trust Part of
Your Copilot Strategy

A Zero Trust approach means you don’t trust any user or device whether inside or outside your network. When rolling out Copilot, it’s smart to apply these Zero Trust principles:

By following these steps, we can reduce security risks while keeping operations smooth and efficient.

A Secure, Future-Ready Copilot Deployment

With the right security and governance approach, you can confidently integrate Microsoft 365 Copilot and Microsoft Security Copilot into your workflows. Our industry experts have put together the details to ensure you stay protected while leveraging AI to drive efficiency and innovation.

Layers of protection Objective Key Actions
Data protection Safeguard your organization's data against unauthorized access and sharing

Oversharing Controls: Implement measures to prevent excesive data sluring through Copilet. Utilize tools like Restricted SharePoint Search to limit Copilot’s search scope to specified sites.

Microsoft Purview: Leverage capabilities such as sensitivity labels, data loss prevention (DLP) policies, and data classification to discover, classify, label, and protect sensitive information.

Identity and access Ensure that only authenticated and authorized users can access resources

Multifactor Authentication (MFA): Enforce MFA to add an extra layer of security beyond passwords Conditional

Access Policies: Define policies that grant or block access based on user identity, location, device compliance, and risk level.

Privileged Access Management: Implement Just-In-Time (JIT) and Just-Enough-Access (JEA) strategies to limit administrative privileges

App Protection Secure applications to prevent data leakage and unauthorized access

Intune App Protection Policies: Apply policies that ensure organizational data remains within managed applications, preventing actions like copying and pasting into unauthorized apps.

Application Configuration: Ensure organizational policies. applicatiom are configured securely. adhering to best practices and Organizational policies.

 

Device management and protection Maintain the health and compliance of devices accessing organizational resources

Device Enrollment: Enroll devices into Microsoft Intune for centralized management

Compliance Policies: Define and enforce compliance policies to ensure devices mest security standards Defender for Endpoint Integration: Integrate with Microsoft Defender for Endpoint to monitor device risk and enforce compliance.

Threat protection Detect, prevent, and respond to security threats across the environment

Microsoft Defender XDR: Deploy extended detection and response solutions to collect, correlate, and analyze threat data across endpoints, identities, and applications.

Threat Intelligence: Utilize threat intelligence to stay informed about emerging thecats and vulnerabilities.

Secure collaboration with Teams Facilitate secure communication and collaboration within Microsoft Teams

Information Barriers: Implement barriers to prevent unauthorized communication between specific groups

Data Loss Prevention (DLP): Apply DLP policies to monitor and protect sensitive information shared within Team

Sensitivity Labels: Use labels to classify and protect sensitive Teams content.

 

User permissions to data Ensure users have appropriate access levels to data based on their roles.

Access Reviews: Regularly conduct access reviews to validate iner permissions and remove unnecessary access

Role-Based Access Control (RBAC): Implement RBAC to assign permissions based on user roles, ensuring least privilege access.

Layers of protection Objective Key Actions
Identity and Access Ensure that only authorized users can access resources

Enforce multifactor authentication (MFA) Implement secure device compliance policies

Least Privilege Limit user access to only the resources necessary

Assign minimal roles and permissions to users Regularly review and update access controls

Threat Protection Protect against and respond to security threats

Deploy validated security tools like antivirus, firewalls, and intrusion detection systems

Conduct regular threat assessments

Third-Party Security Secure access to third-party security tools

Securely integrate third-party security products Review third-party vendors’ security compliance

Zero Trust Verification Verify every access request and action

Continuously verify user identity and device status Monitor all access requests and actions in real-time

Assume Breach Prepare for potential compromises

Regularly assess security posture Implement continuous monitoring and response plans

Unlock Copilot’s Potential Seamlessly With Industry Experts

Let’s Get Started

Adopting Microsoft 365 Co-pilot Securely :

Learn the step by step activities that need to be followed with AI & Security experts from Paramount

Achieve the best out of Microsoft 365 Co-Pilot as a future of Productivity multiplier platform with the AI power, Leverage zero trust security framework in securing the generative AI solutions.