How to Secure Your Data Before Expanding Microsoft 365 Copilot

by | Oct 16, 2026 | Copilot, Security, Videos

Five Steps to Secure Your Data for Microsoft 365 Copilot

  1. Identify sensitive information
    Understand where sensitive business data lives across your Microsoft 365 environment.
  2. Find overshared content
    Look for SharePoint sites, files, and other content that may be accessible to more people than intended.
  3. Review and tighten permissions
    Remove unnecessary access and make sure permissions align with who actually needs the information.
  4. Label sensitive data
    Use sensitivity labels to classify important information and establish the appropriate protections.
  5. Apply Microsoft Purview protections
    Use Microsoft Purview capabilities to strengthen data security and reduce the risk of sensitive information being exposed as you expand Copilot.