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AMA - Prepare your data for Copilot: Essential tools and techniques
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Tuesday, Jan 28, 2025, 09:00 AM PSTEvent details
Ask Microsoft anything about data preparation techniques for Microsoft 365 Copilot during this live AMA session. Learn how to address oversharing, integrate SharePoint Advanced Management, and utilize Microsoft Purview for secure and compliant data handling. We'll provide practical guidance to help you ensure your data is ready for Copilot deployment, including insights from our Microsoft 365 Copilot deployment blueprint. Come ready to learn more about prepping your data for Microsoft 365 Copilot!
Add to calendar and click Attend to let us know you're coming. Post your questions early and often at the bottom of this page where you see "Leave a comment." We'll have experts on camera and in chat to help!
This event is part of Tech Community Live: Microsoft 365 Copilot. Click here to view the full agenda.
In the AMA studio will be: Omoefe_Abugo, JeremyChapmanMSFT, EricaToelle, and Sophie_Ke.
Heather_Poulsen
Updated Jan 28, 2025
- Pearl-Angeles
Community Manager
Thanks for your participation in this AMA session! In addition to questions posted on this page, we also answer questions posted elsewhere in Tech Community, and in reply to this event streamed on LinkedIn and X (Twitter). Here are the questions we answered during the session, along with associated timestamps:
Question -- Do I have to license my whole organization for Copilot to get SAM (SharePoint Advanced management)? - answered at 2:08.
Question on Tech Community -- What is the difference between M365 Copilot chat Vs M365 Copilot when it comes to user experience, feature limitations for Copilot licensed user Vs Non Copilot licensed users? – answered at 2:46.
Question on X -- How does MSFT define oversharing? General term or does it mean something specific? – answered at 6:02.
Question -- How do sensitivity labels play a role in preventing oversharing? Should we look at managing access or broad sensitivity labels? We often see sensitivity labels causing issues when we work with clients outside our tenant. – answered at 13:14.
Question from Tech Community -- Does Microsoft have tools that help you discover overshared data? - answered at 17:30.
Question from Tech Community -- As an admin, can we restrict public Teams creation and also associated SharePoint sites--and just allow users to create private Teams and private SharePoint sites? – answered at 24:07.
Question from Tech Community -- Can you explain what data third-party Copilot Agents have access to and how they are able to access and use that data? – answered at 27:58.
Question from Tech Community -- When will organisations who have purchased Microsoft 365 Copilot licences see the SharePoint Advanced Management features in their tenants? Will all the functionality appear simultaneously, or will it be phased in? – answered at 31:52.
Question on X -- You mentioned a blueprint. What is that? Where do I find it? What does it do? – answered at 33:19 – To see the blueprint, go to https://aka.ms/copilot/oversharing
Question -- Setting up DLP policies to protect sensitive data - anything we need to first prepare outside of DLP? Best practices for those policies? – answered at 39:18.
Question - Can Copilot draw data from a CRM service? If yes, what's the best approach for setting up the proper controls to integrate that? What if we want to terminate that integration in the future? – answered at 44:22.
Question -- What about end user readiness? How can we pivot and adjust to meet people where they are at - trying, learning, ideating, prompting? – answered at 47:47 – for resources/tips, go to: https://aks.ms/CopilotSuccessKit
Question -- How can we monitor AI-related risks to our data? – answered at 51:20.
- Sarah_Gilbert
Community Manager
Thank you all for joining our AMA today! While the live event has wrapped, we’re keeping comments open for new questions through Friday, so feel free to continue the conversation. Our team will also follow up on any existing threads to address any outstanding questions.
You’ll always be able to revisit all the questions and answers here on this page—so go ahead and bookmark it!
If you have more questions beyond this AMA, the Microsoft 365 Copilot Discussion Space is always open for deeper conversations. Plus, don’t miss the What’s New in Copilot blog at the end of every month—subscribe today to stay in the loop!
Want to dive deeper, connect with the makers behind Microsoft’s products, and learn from experts and MVPs worldwide? Join us at the Microsoft 365 Community Conference—the ultimate M365 community event—happening May 6-8 in Las Vegas. Learn more here.
- shannonweisCopper Contributor
If we start SP Adv Mgmt trial, does that person using that trial have to have a copilot license or can you just have copilot licenses in your environment?
- wbaer
Microsoft
Copilot (licenses) are not required to use the SAM trial.
When will organisations who have purchased Microsoft 365 Copilot licences see the SharePoint Advanced Management features in their tenants? Will all the functionality appear simultaneously, or will it be phased in?
- Pearl-Angeles
Community Manager
Thank you for your question! In addition to the response below, the panelists covered this topic around 31:52.
- wbaer
Microsoft
We plan to begin rolling out SharePoint Advanced Management (SAM) to customers who have purchased Microsoft 365 Copilot in the 1st week of February. We will roll out SAM in phases, completing the rollout in late March. All of SAM's functionality will be included as we roll out this change.
- Justin123Copper Contributor
I understand that SAM license is per user based, and it is required for all users in the organization. One of our customer has Copilot license for limited number of users. Will they still be able to use all features of SAM? Especially they want to rename SharePoint domain name using SAM. Will it work?
- kams25Copper Contributor
As an admin can we restrict public teams creating and also associated SharePoint sites . Just allow user to create private teams and private sp sites
- Pearl-Angeles
Community Manager
- wbaer
Microsoft
Using Restricted Site Creation with SharePoint Advanced Management you can designate which Microsoft Entra security groups in their tenant can create OneDrive and SharePoint sites.
You can choose between two ways to manage site creation within your tenant: deny mode (the specified groups are unable to create sites) and allow mode (only the specified groups are allowed to create sites). Once you enable this feature for your tenant, restricted site creation is set to deny mode by default.
- GlorpensteinCopper Contributor
Can you explain what data third-party CoPilot Agents have access to and how they are able to access and use that data?
- Pearl-Angeles
Community Manager
Thank you for your question! The panelists covered this topic around 27:58.
- shannonweisCopper Contributor
Does Microsoft have tools that help you discover overshared data?
- Pearl-Angeles
Community Manager
Thank you for your question! In addition to Alex's resources below, the panelists covered this topic around 17:30.
- alexpozin
Microsoft
Yes, this can be done with SharePoint Advanced Management (which is included with M365 Copilot) and with DSPM for AI in Purview. There is also a blueprint on how to address oversharing: https://aka.ms/Copilot/OversharingBlueprintLearn
- MenakaPOccasional Reader
What is the difference between M365 Copilot chat Vs M365 Copilot when it comes to user experience, feature limitations for Copilot licensed user Vs Non Copilot licensed users. Where can I find details on this topic.
- Pearl-Angeles
Community Manager
Thank you for your question! In addition to Allie's resources, the panelists covered this topic around 2:46.
- alliethompson
Community Manager
More information can be found in the announcement blog here and the Tech Community blog here - this slide is best summary of the differences:
- Heather_Poulsen
Community Manager
Welcome to today's AMA on preparing your data for Copilot! Post your questions here in the Comments.