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Home / Courses / Microsoft Tools / Detail
Microsoft Tools · MIC-77

Microsoft 365 Copilot and Agent Administration

Microsoft 365 Copilot and Agent Administration is a course in running Copilot and agents from the administrator's side, from licences, Entra ID and Purview sensitivity labels and DLP to reducing SharePoint oversharing and approving and monitoring agents, covering the skills measured in exam AB-900. It suits Microsoft 365 administrators and IT security teams.

Updated
Microsoft 365 Copilot and Agent Administration
From 6,750 THB / person 7,500 −10% excl. VAT 7% · group rates available
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PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

When an organisation turns on Microsoft 365 Copilot and agents, one thing changes immediately: every file a user is allowed to open becomes material Copilot can draw on in its answers. If SharePoint and Teams permissions are shared too widely, if there are no sensitivity labels, or if nobody tracks who is creating which agents, confidential information can surface in answers for people who should never see it. Administrators therefore need to understand Microsoft 365 fundamentals, identity security, data protection and the administration of Copilot and agents together.

This course covers the skills measured in exam AB-900, Microsoft 365 Copilot and Agent Administration Fundamentals, following the latest outline on Microsoft Learn. It starts with the Microsoft 365 admin center, licences, and the Exchange, SharePoint and Teams admin centers, then covers Zero Trust, Microsoft Entra ID, Conditional Access and how Copilot reaches data through Microsoft Graph. It goes on to protecting data with Microsoft Purview, including sensitivity labels, DLP and DSPM for AI, tackling oversharing with SharePoint Advanced Management, and managing licences, usage, pay-as-you-go billing and the organisation's agents, before closing with a workshop on planning a safe rollout. The course helps with exam preparation, but learners book the exam with Microsoft themselves. (2 days, 6 hours per day, 12 hours in total, Beginner level.)

What you’ll gain

  • Explain the role of a Copilot and agent administrator and the skills outline of exam AB-900
  • Manage licences, users, groups and core objects in the Microsoft 365, Exchange, SharePoint and Teams admin centers
  • Understand Zero Trust, Microsoft Entra ID, Conditional Access and how to troubleshoot sign-in issues
  • Explain how Copilot reaches data through Microsoft Graph and each user's permissions
  • Use Microsoft Purview to protect data with sensitivity labels, retention, DLP and DSPM for AI
  • Detect and reduce oversharing in SharePoint before enabling Copilot
  • Manage Copilot licences, usage and costs, and control access to the organisation's agents

Who this course is for

  • Microsoft 365 administrators tasked with enabling and looking after Copilot
  • IT managers and IT security teams who need to govern data before AI is used across the organisation
  • Compliance and data governance staff who work with Microsoft Purview
  • Anyone preparing for exam AB-900, Microsoft 365 Copilot and Agent Administration Fundamentals

Prerequisites

  • Some experience with the Microsoft 365 admin center or managing users and licences
  • A basic understanding of Exchange Online, SharePoint and Teams as a user or administrator
  • Familiarity with MFA, user groups and basic file access permissions
  • A company test tenant or trial in which you have admin rights (if available)

Curriculum

Course Details

This course covers the skills measured in exam AB-900, Microsoft 365 Copilot and Agent Administration Fundamentals, following the latest outline on Microsoft Learn. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs at Beginner level. Learners use a company test tenant or a trial they set up themselves; features such as Microsoft 365 Copilot, premium Purview capabilities and SharePoint Advanced Management need separate licences, and the instructor demonstrates any topic learners cannot

access. The course helps with exam preparation but is not official Microsoft courseware; it does not include the exam fee or a voucher, and learners book the exam with Microsoft themselves. Unlike the Microsoft 365 Copilot and Copilot Studio course, which is for end users, and AI Agents with Copilot Studio, which focuses on building agents, this course is about administration. Learners take home a lab guide, a Copilot readiness checklist, a pilot plan template and a summary of the skills in the exam outline.

Day 1 Microsoft 365 Fundamentals, Security and the Data Copilot Sees

Section 1: Copilot, Agents and the Administrator's Role

  • How Microsoft 365 Copilot Chat differs from licensed Microsoft 365 Copilot
  • Copilot's built-in capabilities, prebuilt agents such as Researcher and Analyst, and custom agents
  • The administrator's job from readiness and enablement through to monitoring
  • The three skill areas of exam AB-900 and their weightings

Section 2: Lab: Microsoft 365 Admin Center and Licences

  • Explore org settings, domains and least-privilege admin roles
  • Licence types and how they affect the features users and groups can access
  • Manage mailboxes and distribution groups in the Exchange admin center
  • Lab: assign licences through a group and check the result on a test user

Section 3: Lab: SharePoint and Teams Admin Centers

  • Sites, libraries and folders and the SharePoint permission structure
  • Owner, member and visitor roles, and external sharing
  • Teams, channels and policies in the Teams admin center
  • Lab: create a test site and team with correct permissions

Section 4: Zero Trust and Microsoft 365 Security

  • Zero Trust principles: verify explicitly, use least privilege and assume breach
  • Authentication versus authorisation, and the available authentication methods
  • Threat protection and the capabilities of Microsoft Defender XDR
  • Read Identity Secure Score and decide what to fix first

Section 5: Lab: Microsoft Entra ID and Conditional Access

  • Users, groups, single sign-on and Conditional Access policies
  • Troubleshoot sign-in issues caused by MFA, Conditional Access and risky sign-ins
  • Privileged Identity Management, app registrations and enterprise applications
  • Lab: review sign-in logs and audit logs to trace user and admin activity

Section 6: How Copilot Accesses Data

  • Copilot uses Microsoft Graph and sees only the data each user is allowed to open
  • How controls in Microsoft 365, Purview and Defender reduce Copilot risk
  • Why oversharing is the top risk when Copilot is switched on
  • Responsible AI principles and telling users to check Copilot's answers
Day 2 Protecting Data, Governance and Managing Copilot and Agents

Section 7: Lab: Sensitivity Labels and Retention in Purview

  • Overview of Information Protection, Data Lifecycle Management and data classification
  • When to use sensitivity labels and how they affect what Copilot can do with a file
  • Find sensitive information with Data Explorer and review activity with Activity Explorer
  • Lab: create and publish a label, then test it on sample files

Section 8: Lab: DLP, Insider Risk and DSPM for AI

  • Read and respond to Data Loss Prevention alerts
  • Insider Risk Management, Communication Compliance and Compliance Manager
  • Discover AI activity with DSPM for AI and find files with Content Search in eDiscovery
  • Lab: create a DLP policy for sensitive data and review the results in DSPM for AI

Section 9: Lab: Tackling Oversharing in SharePoint

  • Tools for finding sites and files that are shared too widely
  • Run a data access governance report and interpret the results
  • SharePoint Advanced Management and restricted access control
  • Lab: restrict access to a site holding confidential data and verify with a test user

Section 10: Lab: Managing Copilot in the Organisation

  • Assign Copilot licences and choose which configurable features to enable or disable
  • Monthly licences versus pay-as-you-go, and setting up billing policies
  • Managing prompts that users save, share, schedule and delete
  • Lab: track usage with Copilot Analytics and build a report for management

Section 11: Lab: Controlling and Monitoring Agents

  • Decide which user groups can access and create which kinds of agents
  • Build a simple agent to understand what users can do, and the agent approval process
  • Monitor agent usage and lifecycle in the Microsoft 365 and Power Platform admin centers
  • Lab: approve a submitted agent and limit access to a pilot group

Section 12: Workshop: Rollout Plan and AB-900 Review

  • Readiness checklist before enabling: permissions, labels, DLP and oversharing
  • Workshop: plan a Copilot and agent pilot for your own organisation
  • Set usage metrics and AI guidelines for users
  • Review against the AB-900 outline and the Practice Assessment on Microsoft Learn

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

Join the waiting list Ask about rounds

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

Who is Microsoft 365 Copilot and Agent Administration for, and what background is needed?

Built for Microsoft 365 administrators tasked with enabling and looking after Copilot · IT managers and IT security teams who need to govern data before AI is used across the organisation · Compliance and data governance staff who work with Microsoft Purview Background you should have: Some experience with the Microsoft 365 admin center or managing users and licences · A basic understanding of Exchange Online, SharePoint and Teams as a user or administrator Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does Microsoft 365 Copilot and Agent Administration cost and how long does it run?

THB 7,500 (currently THB 6,750 on promotion). The course runs 12 hours. The price excludes 7% VAT (for payment in a company's name). Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.