← Microsoft Purview Complete Course: Data Security, Governance, Compliance, and AI
1. Understand the Purview Security and Governance System
Map the Purview Landscape and Its Security Boundaries Translate Licensing, Roles, and Governance into an Operating Model
2. Discover, Map, and Curate the Data Estate
Design Data Map Scanning and Metadata Collection Build Unified Catalog, Lineage, Quality, and Data Products
3. Classify and Protect Information
Engineer Sensitive Information Types and Classifiers Design Sensitivity Labels, Publishing, and Auto-Labeling
4. Prevent Unsafe Data Movement
Design DLP Policies from Business Scenarios Extend DLP to Endpoints, Browsers, Teams, and AI
5. Govern the Information Lifecycle
Design Retention Policies and Labels Operate Records, Events, Disposition, and Legal Holds
6. Investigate and Preserve Evidence
Use Purview Audit as Evidence Run eDiscovery Cases, Holds, Searches, and Reviews
7. Manage Human, Communication, and Compliance Risk
Operate Insider Risk and Communication Compliance Responsibly Use Information Barriers and Compliance Manager as Governed Controls
8. Protect Privacy, SharePoint, Microsoft 365, and AI
Secure SharePoint and Microsoft 365 Collaboration Paths Govern Microsoft 365 Copilot and Other Generative AI Protect Privacy and Support Data-Subject Workflows
9. Integrate, Report, and Operate Purview
Integrate Scanners, APIs, Reporting, and Multi-Cloud Sources Run Purview as a Production Security Service Turn DSPM Findings into Data Security Investigations
10. Design and Prove a Complete Purview Program
Build the Purview Target Architecture and Roadmap Capstone: Prove the Security Layer End to End
8. Protect Privacy, SharePoint, Microsoft 365, and AI

Govern Microsoft 365 Copilot and Other Generative AI

Build a governed data foundation, protect AI interactions, control third-party routes, and establish AI GRC.

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In this lesson, you will learn to:

  • Apply a repeatable method for govern microsoft 365 copilot and other generative ai in a licensed, governed, and testable Purview environment.

Govern Microsoft 365 Copilot and Other Generative AI

This lesson develops a practical understanding of govern microsoft 365 copilot and other generative ai and connects design choices to supported capabilities, operational dependencies, user impact, and verifiable evidence.

AI security starts with the data a person can already reach

Microsoft 365 Copilot respects the signed-in user’s access, but it can surface permitted content with new speed and convenience. Existing oversharing therefore becomes a primary risk. Begin by correcting broad SharePoint and OneDrive permissions, assigning owners, labeling important content, and applying retention before focusing on prompts.

Purview capabilities can support AI interactions through classification, sensitivity labels, encryption rights, DLP, Audit, eDiscovery, Insider Risk, Communication Compliance, lifecycle management, Compliance Manager, and DSPM. Support and licensing vary by AI application and scenario. Third-party AI websites require separate endpoint or network-aware controls from Microsoft 365 Copilot.

The Purview AI security guide and the broader E3/E5 security-layer guide connect these capabilities.

AI security starts with the data a person can already reachA lesson-specific visual explains ai security starts with the data a person can already reach through four connected concepts.AI security starts with the data a person can already reachGoverned dataAI interactionPurview controlInvestigation
AI security starts with the data a person can already reach — A visual model connects Governed data, AI interaction, Purview control, Investigation.

AI GRC supplies decisions the technology cannot make

Maintain an inventory of AI services, agents, models, plugins, grounding sources, vendors, identities, users, and data flows. Approve use cases against data classifications and business purposes. Define prohibited data and use, human review, output verification, transparency, intellectual-property rules, privacy limits, model and vendor risk, retention, security testing, incident response, and exceptions.

When Copilot produces an inappropriate result, preserve the interaction under authorized procedures, identify cited sources, verify effective permissions at the event time, review sharing history, and correct source access or classification. Suppressing one prompt does not repair an authorization failure.

Measure overshared sites, AI interactions with sensitive evidence, blocked third-party transfers, repeat exceptions, investigation time, approved-use adoption, and unresolved recommendations. A green posture recommendation is not the objective. The objective is a demonstrably safer data path with an owner, evidence, and review date.

AI GRC supplies decisions the technology cannot makeA lesson-specific visual explains ai grc supplies decisions the technology cannot make through four connected concepts.AI GRC supplies decisions the technology cannot makeAI inventoryApproved useHuman oversightEvidence and review
AI GRC supplies decisions the technology cannot make — A practical control view connects AI inventory, Approved use, Human oversight, Evidence and review.

Resources

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