Microsoft 365 Copilot & SharePoint Readiness
A one-day program that prepares your Microsoft 365 tenant and your people for Copilot: fixing oversharing, protecting sensitive content, and planning a confident rollout.
Built for your people
Teams responsible for SharePoint, security, and the Copilot rollout.
Decision-makers who need a clear, realistic adoption plan.
People who will help colleagues get value from Copilot.
After the training, your team will be able to
- Understand how Copilot uses your organization’s content
- Find and fix overshared sites before rollout
- Protect sensitive information with labels and policies
- Plan a pilot and a 30-60-90 day adoption roadmap
- Write better prompts for everyday work
- Know when to extend Copilot with agents
What your team will learn
4 modules · 21 topics · 1 day of hands-on training, tailored to your team.
01Module 1: Microsoft 365 Copilot Fundamentals
5 topics
Module 1: Microsoft 365 Copilot Fundamentals
5 topics- What Microsoft 365 Copilot and Copilot Chat are, and how they differ
- How Copilot uses Microsoft Graph, permissions, and your organization’s content
- Licensing and technical prerequisites overview
- Copilot in Word, Excel, PowerPoint, Outlook, and Teams: real business scenarios
- Writing effective prompts for everyday work
02Module 2: Preparing SharePoint and OneDrive Content
6 topics
Module 2: Preparing SharePoint and OneDrive Content
6 topics- Why permissions and oversharing matter before a Copilot rollout
- Reviewing site permissions, sharing links, and organization-wide access
- Finding overshared sites with SharePoint Advanced Management reports
- Limiting discovery of sensitive sites with Restricted Content Discovery and restricted access control
- Cleaning up stale, duplicate, and outdated content
- Site ownership and lifecycle policies
03Module 3: Protecting Your Information
4 topics
Module 3: Protecting Your Information
4 topics- Sensitivity labels and how Copilot respects them
- Data loss prevention and retention basics with Microsoft Purview
- Reviewing guest access and external sharing settings
- Auditing Copilot activity with Microsoft Purview
04Module 4: Rollout and Adoption Plan
6 topics
Module 4: Rollout and Adoption Plan
6 topics- Building a readiness checklist and choosing a pilot group
- Training champions and end users
- Measuring adoption with Copilot usage reports
- Agents in Microsoft 365 Copilot, and when to build your own with Copilot Studio
- Creating a 30-60-90 day adoption plan
- Workshop: review your tenant’s readiness together
From first call to lasting results
- Discovery call
A free 30-minute call to understand your team, goals, and tenant.
- Tailored plan
We propose the program, depth, schedule, and format that fit your team.
- Live training
Hands-on sessions, online or onsite, in your tenant or our demo tenant.
- Recordings & materials
Recordings, practice files, and certificates for every participant.
- 30 days of support
Email support while your team puts the training into practice.
Everything your team gets
Not just for IT teams
If your organization runs on Microsoft 365, we help your people use it better, whatever your industry.
Bijay Kumar
13-times Microsoft MVP · Founder, TSinfo Technologies
Bijay has more than 18 years of hands-on experience with Microsoft technologies, specializing in SharePoint, the Power Platform, SPFx, AI, and Microsoft 365. As a trainer, consultant, and founder of TSinfo Technologies, he has helped thousands of developers and IT professionals build real-world solutions through SPGuides. He wrote “SharePoint Online Modern Experience Practical Guide” and co-wrote “Microsoft Power Platform: A Deep Dive”, and he runs the SPGuides YouTube channel.
Frequently asked questions
Can you deliver the training onsite?
Yes. We deliver online anywhere in the world, and onsite at your offices worldwide. For onsite training, travel and accommodation are arranged by your organization.
Can the training run in our own Microsoft 365 tenant?
Yes. We can train in your own tenant so your team learns with your real sites and data, or in our demo tenant if you prefer to keep training separate.
How many people can join one batch?
Up to 25 people online and up to 20 onsite per batch, so everyone gets hands-on time. Larger groups are split into batches.
Can you tailor the content to our organization?
Yes. After a short discovery call we adapt the examples, depth, and pace to your processes, your industry, and your team’s experience.
Do participants get recordings and certificates?
Yes. Your organization receives the session recordings, and every participant gets a certificate of completion.
What support do we get after the training?
Your team gets 30 days of email support after the training to help put what they learned into practice.
Tell us what your team needs
Share a few details and we’ll reply within 1 business day with a tailored plan. Prefer to talk first? Book a free 30-minute call.
- Online or onsite, worldwide
- Tailored to your team and tenant
- No obligation