Is Your SharePoint Implementation Ready for Copilot?
Preparing your SharePoint environment for Copilot should therefore be viewed as both an information management exercise and a security initiative, and this phase of your Copilot roll-out should be a priority!
Preparing SharePoint for Copilot
3 Hours
Duration
Intermediate
Level
AU$290+GST
per person
Course Overview
Microsoft 365 Copilot can only provide trustworthy results when the content it can access is appropriately shared, current and well managed. This practical awareness workshop helps SharePoint site owners, Microsoft Teams owners and governance champions understand how Copilot uses organisational content, identify common oversharing and content-quality risks, and implement practical improvements.
Demonstrations and guided review activities provide participants with a repeatable approach to improving the readiness of the sites and teams they manage.
Audience
This course is designed for SharePoint site owners, Microsoft Teams owners, Microsoft 365 champions, content owners, department coordinators and governance representatives. It is particularly suited to people who are responsible for business content and access but do not perform tenant-wide Microsoft 365 administration.
Course Prerequisites
Participants should understand the basic use of SharePoint sites, document libraries, Microsoft Teams and Microsoft 365 Groups. Experience managing site membership or sharing content is helpful. No scripting, Microsoft Purview or advanced administrator experience is required.
If you're looking for hands-on Copilot training, check out our full range of Copilot courses.
Registering Multiple Participants?
Save up-to 20% when registering multiple participants on select courses.
Do you have 5 or more participants?
Private courses are more cost-effective if you're looking to upskill 5 or more people.
Prerequisites
SharePoint for End Users
Alternative Courses
Auditing SharePoint for Copilot Readiness
Next Steps...
Copilot for Super Users
Copilot Cowork
Course Modules
Module 1: How Copilot Uses SharePoint Content
- How Copilot grounds responses in Microsoft 365 content
- Microsoft Graph, search and permission trimming
- Why Copilot exposes existing information-management weaknesses
- The relationship between SharePoint, OneDrive, Teams and Microsoft 365 Groups
- Common Copilot readiness risks and misconceptions
Module 2: Recognising Oversharing and Access Risks
- Understanding site owners, members, visitors and Microsoft 365 Groups
- Broad access groups and organisation-wide sharing
- Direct access, sharing links and external users
- Broken inheritance and unique permissions
- Ownerless sites and unclear accountability
- When to escalate risks to Microsoft 365 administrators
Module 3: Improving Content Quality and Information Architecture
- Identifying authoritative sources of information
- Reviewing stale, duplicate and superseded content
- Content ownership and review dates
- Libraries, folders, metadata and content types
- Improving page, document and site naming
- Managing inactive pages, broken links and content gaps
Module 4: Applying Practical Remediation
- Removing unnecessary access and outdated sharing links
- Reviewing group membership and external access
- Archiving, deleting or clearly marking outdated content
- Applying consistent ownership and review practices
- Sensitivity and retention considerations
- Using temporary discovery restrictions during remediation
Module 5: Maintaining Copilot Readiness
- Creating a recurring site health review
- Site attestation and ownership reviews
- Monitoring changes in content and access
- Documenting remediation decisions
- Preparing evidence for governance and compliance teams
- Developing a site-level Copilot readiness action plan
Upcoming Dates...
Related Courses...
Course Inclusions...
Certified Trainers
All our trainers are Microsoft 365 experts in their own right, and must first be qualified to teach in our own World Education Alliance (WEA) Training Certification Program before delivering any of our courses.
We feel that it is important that all of the trainers and instructors can take their real-world experiences into the classroom, in order to ensure that they are well equipped to respond to any queries and questions which may be put their way, as well as give accurate and relevant guidance in the most appropriate methods to leverage the technology which SharePoint and its related tools provide.
Course Materials Provided
Our Microsoft 365 courseware is known as being some of the best training materials in the world.
FREE Email Support
We offer free post-course support with all of our courses, available via email, telephone, or our Viva Engage community.
FREE Re-sits within 10 Months
Once you've attended any of our public courses, you can re-sit the same course as many times as you like within the next 10 months, as long as your re-sit course has reached the minimum number of paid attendees required to go ahead.
Certificate of Completion
Anyone attending a 3grow course will be provided with a personalised certificate of completion.
Get Hands-on Experience
All 3grow courses include plenty of hands-on experience, delivered via a combination of instructor-led follow-along demos and comprehensive lab exercises.
Personal Class Sizes
Although we allow a maximum of only 10 attendees on our public courses, the average is around 5 students, therefore each participant will leave the course feeling like they received the personal attention they deserve.
