Copilot and Security Readiness: Your 90-Day Plan for Microsoft 365 Information Protection

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Build a secure, compliant environment using Microsoft Purview and the Envision IT M365 Tenant Dashboard

Preparing for Copilot or any AI implementation begins with a vital step: securing your data. Microsoft Purview Information Protection provides the foundation for secure AI deployment. However, many organizations find it challenging to know where to begin: how to classify their data, apply sensitivity labels, enforce DLP, and successfully deploy without negatively affecting productivity.

Building on our previous TLP session, this webinar presents a practical, phased approach to achieving security and compliance readiness within 90 days using Microsoft Purview and the Envision IT M365 Tenant Dashboard as key strategic tools.


Whether you're just starting your information protection journey or looking to optimize an existing deployment, you’ll learn how to:

  • Understand the core components of Microsoft Purview Information Protection, including sensitivity labels, label policies, sensitive information types, trainable classifiers, Data Loss Prevention (DLP), and auto-labelling policies
  • Apply protection to both containers and content, including Teams, SharePoint sites, and individual documents
  • Inventory your tenant’s content across SharePoint, OneDrive, and Teams to identify where sensitive data resides
  • Build a simple label policy using the Traffic Light Protocol (TLP) as a practical starting point
  • Configure Azure Rights Management to enable encryption and access controls
  • Use auto-labelling to identify and protect sensitive content, then repeat the inventory to locate clusters of sensitive data
  • Develop a workspace labelling strategy, including default labels for libraries and automated labelling of existing content
  • Monitor progress using the Envision IT M365 Tenant Dashboard, with insights into label adoption and compliance posture
  • Plan for user education and change management, ensuring adoption and long-term success

Join us to discover our proven roadmap that aligns IT, compliance, and business goals, enabling your organization to confidently safeguard its data, meet regulatory standards, and unlock the full potential of both Microsoft 365 and Copilot.