{"id":24886,"date":"2024-07-03T12:59:23","date_gmt":"2024-07-03T16:59:23","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=24886"},"modified":"2024-08-15T11:45:12","modified_gmt":"2024-08-15T15:45:12","slug":"copilot-security-concerns","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/office-365\/copilot-security-concerns\/","title":{"rendered":"AI Readiness security concerns and best practices: How to prepare your MSP clients for Copilot for Microsoft 365"},"content":{"rendered":"<p>AI readiness and a strong security posture\u2014you can\u2019t have one without the other. Establishing a solid <a href=\"https:\/\/www.sherweb.com\/security\/\">security foundation<\/a> for your clients and sound data governance is critical for success with <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/prepare-your-organization-for-microsoft-365-copilot\/\">Copilot for Microsoft 365 adoption<\/a> and getting the most out of the tool post-deployment.<\/p>\n<p>While security can be complex, with the right tools, <a href=\"https:\/\/www.sherweb.com\/partners\/\">partners and knowledge<\/a>, managed service providers (MSPs) can tackle this task with ease. Remember that security is evaluated based on the needs of your clients and their <a href=\"https:\/\/learn.microsoft.com\/en-us\/copilot\/privacy-and-protections\">data compliance requirements<\/a>. It won\u2019t look the same for every organization, so stick to what is necessary for your industry and business needs to tackle security in a way that works for you and your clients.<\/p>\n<p>So, let&#8217;s explore how to prepare your clients for Copilot for Microsoft 365 adoption regardless of your <a href=\"https:\/\/www.sherweb.com\/blog\/category\/security\/\">security expertise<\/a> and with your existing stack. While this is not an exhaustive list of everything that needs to be done pre-deployment, this framework is a great starting point when it comes to <a href=\"https:\/\/www.sherweb.com\/blog\/security\/cloud-security-trends\/\">security preparedness for AI tools<\/a>.<\/p>\n<h2 style=\"text-align: center;\"><a href=\"https:\/\/info.sherweb.com\/microsoft-365-copilot-guide-for-msp.html\">Level up your MSP\u2019s AI readiness: Download your free guide to get started today!<\/a><\/h2>\n<h2>Lay the groundwork: Security best practices for Copilot for Microsoft 365<\/h2>\n<p>The first step is easy, stick to the basics. There are a couple of fundamental requirements for any organization wishing to use an AI tool like Copilot for Microsoft 365.<\/p>\n<h3><span style=\"color: #000000;\">Get your clients\u2019 data into the Microsoft 365 Cloud (if it\u2019s not already)<\/span><\/h3>\n<p>To provide quality output, Copilot needs access to data in the <a href=\"https:\/\/www.sherweb.com\/partners\/csp-program\/\">Microsoft 365 cloud<\/a>. This means any clients still using on-prem servers or not yet using Microsoft 365 will first need to move their data over.<\/p>\n<p>Have a lot of clients who still need to migrate to Microsoft 365? This is an opportunity to <a href=\"https:\/\/www.sherweb.com\/infrastructure\/\">package migration services<\/a> with Copilot for Microsoft 365 as part of your Copilot for Microsoft 365 offer to help boost your profits, add value and enhance client satisfaction with <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/microsoft-365-copilot\/\">AI and your MSP<\/a>.<\/p>\n<h3><span style=\"color: #000000;\">Set a security baseline<\/span><\/h3>\n<p>Before creating an action plan, get to know your clients\u2019 current state when it comes to security.<\/p>\n<ul>\n<li>Use Microsoft\u2019s <a href=\"https:\/\/learn.microsoft.com\/en-us\/defender-xdr\/microsoft-secure-score\">Secure Score<\/a> to get a snapshot of your clients\u2019 security posture and where they could strengthen their defenses.<\/li>\n<li><a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/copilot-and-microsoft-365-lighthouse\/\">Microsoft 365 Lighthouse<\/a> is another tool you can use to get a holistic view with the ability to drill down into specific devices without having to navigate multiple portals or tenants.<\/li>\n<li>Sherweb also offers <a href=\"https:\/\/www.sherweb.com\/partner-guide\/registration\/\">exclusive tools to help partners get AI ready<\/a> and secure their clients\u2019 <a href=\"https:\/\/www.sherweb.com\/blog\/security\/what-is-office-protect\/\">Microsoft tenants<\/a>. <a href=\"https:\/\/www.sherweb.com\/about\/contact-us\/\">Contact our team<\/a> to start a Copilot security discussion with our experts.<\/li>\n<\/ul>\n<h3><span style=\"color: #000000;\">Ensure your clients have proper Microsoft licensing<\/span><\/h3>\n<p>While there are several licenses that can be used with Copilot for Microsoft 365 (more on that below), Microsoft 365 premium licensing offers the best of security and Copilot functionality. This includes Microsoft 365 Business Premium, E3, E5, plus an E5 <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/microsoft-365-business-premium-security-features\/\">security add-on<\/a> available for <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/office-365-e3-vs-microsoft-365-business-premium\/\">Business Premium and E3<\/a>.<\/p>\n<p>These licenses may not suit all your clients\u2019 needs but for those using these licenses, security is largely pre-configured, lightening the load for you and your clients.<\/p>\n<p><iframe loading=\"lazy\" title=\"Get security ready for Microsoft 365 Copilot | Sherweb\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/xbVUqWUM-Ks?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2>Get to know Copilot for Microsoft 365 security principles<\/h2>\n<p>Once you&#8217;ve checked these foundational items off your list, time to dig a bit deeper into <a href=\"https:\/\/aimagazine.com\/ai-strategy\/the-impact-of-ai-on-cybersecurity-a-need-for-preparedness\">AI security preparedness<\/a> by getting to know Copilot for Microsoft 365\u2019s security principles.<\/p>\n<p>If you&#8217;re already familiar with Microsoft\u2019s security principles, there will be no surprises. Copilot adheres to Microsoft\u2019s existing commitments to <a href=\"https:\/\/learn.microsoft.com\/en-us\/copilot\/microsoft-365\/microsoft-365-copilot-privacy\">data privacy, security and compliance<\/a>, including General Data Protection Regulation (<a href=\"https:\/\/www.sherweb.com\/blog\/security\/msp-compliance-best-practices-for-success\/\">GDPR<\/a>) and regional data boundaries.<\/p>\n<p>Since Copilot is integrated into <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/copilot-for-microsoft-365-can-be-used-in-microsoft-excel\/\">Microsoft 365 apps<\/a>, it also automatically inherits the valuable security, compliance, and privacy policies and processes that have already been put in place within a company\u2019s tenant.<\/p>\n<p>Data stored in the tenant is encrypted and only users within that tenant can access it. Existing policies along with the data permissions model within the tenant ensure the data doesn\u2019t leak between users, groups and tenants as you start to roll out Copilot for Microsoft 365. Users will only be able to search for information they already have access to and Copilot\u2019s output is based on the same underlying controls for data access used in other <a href=\"https:\/\/www.sherweb.com\/blog\/category\/office-365\/\">Microsoft 365 services<\/a>.<\/p>\n<p>Zooming out a bit, a company\u2019s tenant sits within the Microsoft 365 service boundary. <a href=\"https:\/\/www.techtarget.com\/whatis\/definition\/large-language-model-LLM\">The large language models (LLM)<\/a> that are used to process data and provide Copilot outputs sit in that same boundary. Microsoft does not have access to view your data and prompts are not used to train or optimize the LLM.<\/p>\n<p>With this in place, you can confidently assure your clients that Copilot respects their data and security, and they can rest assured that their organization\u2019s data is secure as they <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/copilot-m365-ai-powered-productivity-assistant-msps\/\">prepare to introduce AI tools into their workflows<\/a>.<\/p>\n<h2>Establish best practices for data governance<\/h2>\n<p>The next piece of the puzzle is <a href=\"https:\/\/www.microsoft.com\/en-us\/security\/business\/security-101\/what-is-data-governance-for-enterprise?ef_id=_k_CjwKCAjwkJm0BhBxEiwAwT1AXKkgEMr1Cu9iTz3S423ZjcTlVnW8anIA5DXh2V6JGSVxw573AF14PBoC4m8QAvD_BwE_k_&amp;OCID=AIDcmmdamuj0pc_SEM__k_CjwKCAjwkJm0BhBxEiwAwT1AXKkgEMr1Cu9iTz3S423ZjcTlVnW8anIA5DXh2V6JGSVxw573AF14PBoC4m8QAvD_BwE_k_&amp;gad_source=1&amp;gclid=CjwKCAjwkJm0BhBxEiwAwT1AXKkgEMr1Cu9iTz3S423ZjcTlVnW8anIA5DXh2V6JGSVxw573AF14PBoC4m8QAvD_BwE\">data governance<\/a>. Since Copilot draws responses from all accessible data in your tenant, data governance is an essential part of the AI readiness conversation.<\/p>\n<p>In short, data governance is the process of discovering and classifying data, creating policies and rules to enforce these policies, and applying metadata to describe what the data asset is. If you don\u2019t have proper data governance in place, there are <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/copilot-microsoft-365-security-msps\/\">security concerns<\/a> when using an AI tool like Copilot, such as a risk of data oversharing and leaks.<\/p>\n<h2><span style=\"color: #000000;\">Benefits of good data governance<\/span><\/h2>\n<p>Luckily, there are ways to avoid this. Establishing best practices provides <a href=\"https:\/\/www.forbes.com\/sites\/falonfatemi\/2019\/01\/30\/best-practices-for-data-hygiene\/\">good data hygiene habits<\/a>, proper data classification, removes obsolete data, prevents Copilot from accessing outdated information and restricts access to only the necessary data. This also gives you the opportunity to improve data governance and properly map your clients\u2019 data to provide the best possible experience as they prepare to adopt Copilot and roll it out to their employees.<\/p>\n<p>Not sure where to start when it comes to data governance? Specific Microsoft licenses like <a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/microsoft-365-business-premium-security-features\/\">Business Premium<\/a> offer tools that can help streamline this process of building a modern security practice and will work with Copilot immediately. For clients that would benefit from a more premium license, this is a prime upsell opportunity from <a href=\"https:\/\/www.sherweb.com\/blog\/general\/microsoft-365-business-standard-vs-business-premium\/\">Business Standard<\/a>, providing not only the foundational licenses your clients need to use Copilot, but also providing tools to help them with security and data governance so they can succeed with AI.<\/p>\n<h2><span style=\"color: #000000;\">Get your clients\u2019 data ready for search: Access controls and policies<\/span><\/h2>\n<p>With Business Premium, one of those tools is <a href=\"https:\/\/learn.microsoft.com\/en-us\/purview\/purview\">Microsoft Purview<\/a>, a simple way to secure and govern your data. This is an amazing tool for helping you ensure your clients are ready to tackle any security concerns related to Copilot for Microsoft 365.<\/p>\n<ul>\n<li><strong>Discover and classify sensitive data:<\/strong> AI hub in Purview provides visibility into prompts, giving you an overview of sensitive data and context around user risk.<\/li>\n<li><strong>Create an endpoint data loss prevention (DLP) policy:<\/strong> Purview can help you do this for specific devices to prevent data being uploaded or copied to other AI apps by identifying high-risk users. Adaptive Protection ensures those users can still carry out legitimate business activities, despite the DLP policy.<\/li>\n<li><strong>Automate data labeling:<\/strong> You can define data that should be labelled as sensitive, whether it includes credit card numbers or specific keywords, to automate the process and ensure only authorized users can access this type of data through Copilot prompts.<\/li>\n<\/ul>\n<p>Depending on where your clients fall in terms of readiness, <a href=\"https:\/\/techcommunity.microsoft.com\/t5\/copilot-for-microsoft-365\/introducing-restricted-sharepoint-search-to-help-you-get-started\/ba-p\/4071060#:~:text=Restricted%20SharePoint%20Search%20allows%20you,SharePoint%20sites%20of%20your%20choice.\">Restricted SharePoint Search<\/a> gives you and your clients time to review and audit site permissions while maintaining momentum with their Copilot roll-out. Included with Copilot for Microsoft 365 subscriptions, this is a great way to minimize the risk of oversharing or exposing unauthorized content to users.<\/p>\n<ul>\n<li>This tool applies access controls across an organization. It allows you to disable organization-wide search and restrict Copilot searches to SharePoint sites of your choice.<\/li>\n<li>By default, Restricted SharePoint Search is disabled. If enabled, search results are limited to:\n<ul>\n<li>An allowed list of curated SharePoint sites set up by admins (with up to 100 SharePoint sites), honoring sites\u2019 existing permissions<\/li>\n<li>Content from their frequently visited SharePoint sites<\/li>\n<li>Users\u2019 OneDrive files, chats, emails, calendars they have access to<\/li>\n<li>Files that were shared directly with users<\/li>\n<li>Files that users viewed, edited, or created<\/li>\n<\/ul>\n<\/li>\n<li>Copilot will also have less information to search and reference which can affect its ability to provide comprehensive, accurate responses. For this reason, you\u2019ll want to disable it before deployment.<\/li>\n<li>Combined, Purview and Restricted SharePoint Search are valuable tools in the pre-deployment stage of Copilot to ensure data is discovered, protected and proper governance is in place.<\/li>\n<\/ul>\n<h2>Make sure your clients have all prerequisites in place<\/h2>\n<p>Since Copilot is integrated into Microsoft 365 Apps, the requirements for using it are nearly identical to what you need to use Microsoft 365 with some added steps around security.<\/p>\n<p>Here\u2019s what your clients need before deployment:<\/p>\n<ul>\n<li>Microsoft 365 Apps must be deployed<\/li>\n<li>Users must have Microsoft Entra ID accounts<\/li>\n<li>Users must have a OneDrive account<\/li>\n<\/ul>\n<ul>\n<li>One of the following licenses:\n<ul>\n<li>Microsoft 365 E5<\/li>\n<li>Microsoft 365 E3<\/li>\n<li>Microsoft 365 F1<\/li>\n<li>Microsoft 365 F3<\/li>\n<li>Office 365 E5<\/li>\n<li>Office 365 E3<\/li>\n<li>Office 365 E1<\/li>\n<li>Office 365 F3<\/li>\n<li>Microsoft 365 Business Basic<\/li>\n<li>Microsoft 365 Business Premium<\/li>\n<li>Microsoft 365 Business Standard<\/li>\n<li>Microsoft 365 Apps for Business<\/li>\n<li>Microsoft 365 Apps for Enterprise<\/li>\n<li>Microsoft Teams Essentials<\/li>\n<li>Microsoft Teams Enterprise<\/li>\n<li>Microsoft Teams EEA (European Economic Area)<\/li>\n<li>Exchange Kiosk<\/li>\n<li>Exchange Plan 1<\/li>\n<li>Exchange Plan 2<\/li>\n<li>SharePoint Plan 1<\/li>\n<li>SharePoint Plan 2<\/li>\n<li>OneDrive for Business Plan 1<\/li>\n<li>OneDrive for Business Plan 2<\/li>\n<li>Microsoft Planner Plan 1 (formerly Project Plan 1)<\/li>\n<li>Microsoft Project Plan 3<\/li>\n<li>Microsoft Project Plan 5<\/li>\n<li>Project Online Essentials<\/li>\n<li>Visio Plan 1<\/li>\n<li>Visio Plan 2<\/li>\n<li>Microsoft ClipChamp<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>The appropriate update channel\u2014using the <a href=\"http:\/\/config.office.com\">Microsoft 365 Apps admin center<\/a>, choose either Monthly Enterprise Channel, Current Channel or Current Channel (Preview).<\/li>\n<li>The proper network configuration<\/li>\n<\/ul>\n<p>With updates happening constantly\u00a0 to the licensing requirments be sure to check <a href=\"https:\/\/learn.microsoft.com\/en-us\/partner-center\/announcements\/\">the latest announcements from Microsoft<\/a> and their <a href=\"https:\/\/www.microsoft.com\/en-ca\/microsoft-365\/business\/copilot-for-microsoft-365#FAQ\">FAQ<\/a>. For additional details on network and channel requirements, check out Microsoft\u2019s <a href=\"https:\/\/learn.microsoft.com\/en-us\/copilot\/microsoft-365\/microsoft-365-copilot-requirements\">Copilot for Microsoft 365 requirements<\/a> or visit the <a href=\"http:\/\/admin.microsoft.com\">Microsoft 365 admin center<\/a> under Setup. Here you\u2019ll find the <a href=\"https:\/\/setup.cloud.microsoft\/copilot-for-microsoft-365\/setup-guide\">Copilot for Microsoft 365 set up guide<\/a> to make any remaining configurations. This tool walks you through readiness, licensing, and rolling out Copilot to users.<\/p>\n<h2>Assign licenses and create a user group<\/h2>\n<p>When your clients are ready to deploy, a great way to test security and data protections that have been put in place is to start with a pilot group of users. Organizing and running this pilot group for your clients is another professional service you can package with your Copilot offer.<\/p>\n<p>Once deployed to the pilot group, work with your clients to test and adjust based on the findings from the group.<\/p>\n<p>When all is working as intended, you can broaden deployment to new user groups. Be intentional about who you roll it out to and test across functions to ensure your clients get the most from this powerful AI tool.<\/p>\n<h2>Simplifying Copilot for Microsoft 365 for MSPs<\/h2>\n<p><a href=\"https:\/\/www.sherweb.com\/blog\/office-365\/how-to-get-started-with-copilot-for-microsoft-365-msps\/\">Getting started with Copilot<\/a> and driving Copilot adoption doesn\u2019t have to be overwhelming. Sherweb\u2019s team of experts is here to help you every step of the way. We\u2019ve been mastering the Microsoft ecosystem since 2005 and we have the expertise and the resources to help you get more from Microsoft and Copilot for Microsoft 365.<\/p>\n<h2><span style=\"color: #333399;\"><strong>If you\u2019re looking for an experienced partner you\u2019ve come to the right place!<\/strong><\/span><\/h2>\n<p>Want to stay on top of Microsoft Copilot developments? Ready to experience the future of work?\u00a0<span class=\"ui-provider a b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak\" dir=\"ltr\">Copilot is now available for MSPs to offer to their clients via Sherweb\u2019s portal.<strong>\u00a0<\/strong>Not yet a Sherweb partner? Getting started is easy, learn more about the\u00a0<a class=\"fui-Link ___1rxvrpe f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1hu3pq6 f11qmguv f19f4twv f1tyq0we f1g0x7ka fhxju0i f1qch9an f1cnd47f fqv5qza f1vmzxwi f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\" title=\"https:\/\/www.sherweb.com\/partners\/csp-program\/\" href=\"https:\/\/www.sherweb.com\/partners\/csp-program\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Link Microsoft Cloud Solution Provider Program at Sherweb\">Microsoft Cloud Solution Provider Program at Sherweb<\/a>.<\/span><\/p>\n<p><a href=\"https:\/\/www.sherweb.com\/partner-guide\/registration\/\">Sherweb is committed to helping MSPs<\/a>\u00a0not only make the most of their Microsoft relationship, but capitalize on opportunities that will drive growth for their business as well. As Microsoft 365 Copilot rolls out and evolves, we\u2019ll continue to provide updates and assist\u00a0partners\u00a0and their clients in leveraging this AI technology for their benefit. Our expert team will guide you through the implementation process and help you unlock the full potential of this revolutionary tool.<\/p>\n<h4 data-sourcepos=\"31:1-31:99\"><em><strong>Don\u2019t wait to unleash the power of AI in your organization. Discover how AI can transform your business.<\/strong><\/em><\/h4>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><a class=\"my-button4\" href=\"https:\/\/info.sherweb.com\/microsoft-365-copilot-guide-for-msp.html\">Download your guide to Copilot today!<\/a><\/p>\n<p style=\"text-align: center;\">\n<style>\n  <!--a.my-button4{ background: linear-gradient(to right,#eaedef ,#c7d4dd); background-color: #eaedef; color: #0061aa; font-family: Tahoma; font-size: 13px; font-weight: 800; font-style: normal; text-decoration: none; padding: 28px 12px; border: 5px solid #0061aa; border-radius: 0px; display: inline-block; box-shadow: 0px 0px 10px 0px #2D2D2D; } a.my-button4:hover{ background: linear-gradient(to right,#dee1e3 ,#bdc9d2); background-color: #dee1e3; } a.my-button4:active{ transform: scale(0.95); }--><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><br \/><\/style><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI readiness and a strong security posture\u2014you can\u2019t have one without the other. Establishing","protected":false},"author":177,"featured_media":24890,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[751],"tags":[717,1071,1072,1093,1095],"class_list":["post-24886","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-office-365","tag-microsoft-365","tag-ai","tag-copilot","tag-simplify-copilot-series","tag-blog-2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Copilot for Microsoft 365 security concerns and best practices | Sherweb<\/title>\n<meta name=\"description\" content=\"Don&#039;t let Copilot security concerns hold you back! 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