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Microsoft 365 Copilot Compliance and Security Training (MS-4002)

Microsoft 365 Copilot Compliance and Security Training (MS-4002)

The Microsoft 365 Copilot Compliance and Security Training (MS-4002) focuses on preparing Microsoft 365 tenants to support Copilot while ensuring that organizational data remains protected, compliant, and accessible only to the right users. Learners gain practical insight into how Copilot interacts with Microsoft 365 data and how security and compliance configurations directly impact Copilot behavior and outcomes. Aligned to the Microsoft Applied Skills credential (APL-4002: Prepare Security and Compliance to Support Microsoft 365 Copilot), this training covers essential readiness activities such as preparing data for Copilot search, applying Microsoft 365 security controls, and enforcing governance policies. Participants explore how tools like Microsoft Purview, Microsoft Entra ID, sensitivity labels, retention policies, and Data Loss Prevention (DLP) work together to safeguard AI-assisted productivity.


By the end of the course Microsoft 365 Copilot Compliance and Security Training (MS-4002), learners will be able to


  • Prepare Microsoft 365 environments to securely support Copilot
  • Protect Copilot accessible data using sensitivity labels, DLP, and retention policies
  • Secure user access with Conditional Access and identity controls
  • Apply permissions, roles, and governance best practices for Copilot
  • Demonstrate applied skills readiness for the APL-4002 Microsoft credential

Advance Your Skills with Flexmind (Microsoft Partner)

Who should attend the MS-4002: Microsoft 365 Copilot Compliance and Security Training?

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For Professionals

The course is ideal for Administrators, Functional Consultants, Solution Architects, and Technology Managers.

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For Businesses

This course is ideal for organizations to offer to their employees, equipping them with the essential skills to manage security and compliance requirements prior to deploying Microsoft 365 Copilot across the enterprise.

Prerequisites for the “Prepare Security and Compliance to Support
Microsoft 365 Copilot” Certification Course

Before attending this course, students should have:


  • A proficient understanding of basic functional experience with Microsoft 365 services
  • A proficient understanding of general IT practices
  • A working knowledge of PowerShell

Key Features of Flexmind MS-4002 Training

We are an authorized Microsoft Training Services Partner delivering Classroom and Virtual Instructor-Led training for MS-4002 course. We provide a dynamic learning environment designed to foster problem-solving through real-time, interactive use cases. As a Microsoft Training Services Partner, we provide a syllabus designed to meet the latest industry requirements and best practices.

1 Day · 8 Hours
Microsoft Certified Trainer
Official Courseware
Hands-on Labs
Cloud Lab Access

Course Duration

The duration of the entire course is 1-Day (8-Hours).

Instructor-Led Training

Our facilitators are Microsoft Certified Trainers (MCTs) with extensive experience and deep subject knowledge. They actively encourage questions and promote brainstorming during classes.

Microsoft Official Courseware

Microsoft-approved content with exercises and real-world examples.

Cloud Lab Access

A real-time cloud practice environment is provided to learners, enabling hands-on experience. It helps enhance practical skills and reinforce learning.

Course Completion Certificate


Flexmind provides learners with a course completion certificate upon successful completion of the program.
This certificate adds value to your resume and enhances your professional profile.

Course Outline

Module 1: Implement Microsoft 365 Copilot

  • Complete the prerequisites for Microsoft 365 Copilot
  • Implement SharePoint Advanced Management tools to prepare for Microsoft 365 Copilot
  • Prepare your data for searches in Microsoft 365 Copilot
  • Protect your Microsoft 365 Copilot data with Microsoft 365 security tools
  • Assign your Microsoft 365 Copilot licenses
  • Extend Microsoft 365 Copilot
  • Drive Microsoft 365 Copilot adoption throughout your organization
  • Lab 1 – Configure your Microsoft 365 tenant

Module 2: Manage secure user access in Microsoft 365

  • Conditional access policies and user password management
  • Microsoft Entra Pass-Through Authentication (PTA) and Multifactor authentication (MFA)
  • Passwordless sign-in options
  • Self-service Password Management
  • Microsoft Entra Smart Lockout and Security Defaults
  • Sign-in logs for investigating authentication issues
  • Lab 2 – Manage secure user access

Module 3: Manage permissions, roles, and role groups in Microsoft 365

  • Microsoft 365 permission model
  • Microsoft 365 admin roles and best practices
  • Implement roles and role groups in Microsoft 365
  • Delegate admin roles to partners
  • Manage permissions using administrative units in Microsoft Entra ID
  • Manage SharePoint permissions to prevent oversharing of data
  • Elevate privileges
  • Lab 3 - Manage roles and role groups

Module 4: Deploy Microsoft 365 Apps for enterprise

  • Microsoft 365 Apps for enterprise deployment options
  • Manage cloud apps and app updates using the Microsoft 365 Apps admin center
  • Control how often their users get new features by specifying the update channel

Module 5: Implement Microsoft Purview Data Loss Prevention

  • Create a DLP implementation plan
  • Implement Microsoft Purview’s default DLP policies
  • Create a custom DLP policy
  • Create policy tips for users when a DLP rule applies
  • Configure email notifications for DLP policies
  • Lab 3 – Implement DLP Policies

Module 6: Implement sensitivity labels

  • Sensitivity label requirements
  • Developing a data classification framework
  • Enabling sensitivity labels for files in SharePoint and OneDrive
  • How to create and publish sensitivity labels
  • How to remove and delete sensitivity labels
  • Lab 4 – Implement information protection

Module 7: Manage Microsoft 365 Copilot extensibility

  • Manage Copilot agents in integrated apps
  • Create a connection between a data source and a Microsoft Graph connector
  • Monitor your Microsoft Graph connectors
  • Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot

Class Schedule

Instructor‑Led Training

  • 8 Hours of Instructor‑Led Training
  • One‑to‑one doubt‑resolution sessions
  • Microsoft Official Lab Access

Learning Objectives

After completing the course, students will be able to:


  • Prepare Microsoft 365 environments to securely support Copilot
  • Protect organizational data used by Microsoft 365 Copilot
  • Secure user access to Copilot and Microsoft 365 services
  • Manage permissions, roles, and administrative boundaries
  • Monitor, govern, and support Copilot adoption

About Applied Skills (APL-4002) assessment


Applied Skills help validate your ability to solve a specific business problem or scenario. These credentials are awarded based on your performance within a lab environment. While certifications typically validate 4–6 skill sets, Applied Skills focus on one specific skill set.


To earn this Microsoft Applied Skills credential, learners demonstrate the ability to create custom agents with Microsoft Copilot Studio. Candidates for this credential should have experience with Copilot Studio, Microsoft Teams, and Microsoft Power Platform.


To help you with a better understanding of the assessment, here are a few key details to look for about this exam:


Exam Name Microsoft Applied Skills: Prepare security and compliance to support Microsoft 365 Copilot
Who should Apply Administrator, Identity and Access Administrator, Information Protection and Compliance Administrator
Duration of Exam 2 Hours
Fees Free of Cost
Level of Difficulty Intermediate
Type of Credential Microsoft Applied Skills Assessment
Languages English, German, Spanish, French, Japanese, Portuguese (Brazil), Chinese (Simplified)
Type of Assessment Interactive Lab
Subject Information protection and governance
Quality Check during Assessment Yes. Mouse movements and text inputs are monitored for quality purposes

How do our Microsoft 365 Copilot Compliance and Security MS-4002 Course Work?

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