Securing & Protecting Microsoft 365 Copilot Solutions

Protiviti’s Securing & Protecting Microsoft 365 Copilot offering enables organizations to adopt Copilot confidently and responsibly by implementing the right security, data protection, and governance controls. The approach is intentionally phased, pragmatic, and scalable, allowing clients to align security controls to their Copilot deployment maturity while accelerating time to value.

Phase 1: Define the Copilot Security & Control Framework Objective: Establish a clear, Copilot‑specific security and governance foundation.

Key Deliverables:

1. Copilot Control Framework Definition (including Purview controls overview, Defender controls overview, Copilot Admin Center configuration overview, Conditional Access overview)
2. Security architecture aligned specifically to Copilot usage, not a generic enterprise deployment
3. Risk‑based recommendations prioritized for Copilot enablement

Business Outcomes:

1. Clear understanding of what controls are required to safely enable Copilot
2. Reduced ambiguity and risk prior to deployment
3. Faster, more confident Copilot adoption without over‑engineering security

Phase 2: Implement Core Security Controls for Copilot Objective: Operationalize security, data protection, and compliance controls that directly support Copilot usage.

Key Deliverables:

1. Microsoft Purview implementations, including (Classifiers, Information Protection, Data Loss Prevention, Communication Compliance, Data Lifecycle & Records Management, Insider Risk Management, Data Security Posture Management for AI)
2. Microsoft Defender for Cloud Apps configuration
3. Intune and Conditional Access policies tailored to Copilot access

Business Outcomes

1. Sensitive data is protected by design when accessed or generated by Copilot
2. Reduced risk of data leakage, oversharing, or regulatory non‑compliance
3. Improved visibility into how data is accessed, classified, and protected in Copilot scenarios
4. Stronger security posture without slowing user productivity

Optional Add‑On: Security Power Platform for Copilot Studio Protiviti recognizes that many organizations are not yet ready to deploy custom Copilot agents—but for those that are, security must be addressed upfront. This optional add‑on ensures Copilot Studio and Power Platform environments are secure, governed, and compliant.

Key Deliverables:

1. Copilot Studio Control Framework Overview
2. Power Platform Admin Center configuration
3. Copilot Studio tenant configuration
4. Secure Power Platform environment deployment
5. Data Loss Prevention policies
6. Power Platform connectors governance

Business Outcomes:

1. Secure enablement of custom Copilot agents without increasing enterprise risk
2. Controlled access to data sources and connectors
3. Reduced shadow IT and unmanaged AI agent development
4. Scalable governance model that supports innovation responsibly

By leveraging Protiviti’s Securing & Protecting Microsoft 365 Copilot offering, organizations achieve:

1. Faster Copilot adoption with built‑in security and governance
2. Reduced security and compliance risk tied to AI‑driven productivity
3. Targeted security investments aligned specifically to Copilot—not unnecessary platform overhauls
4. Improved trust among executives, security teams, and end users
5. A clear, repeatable framework to scale Copilot and AI capabilities responsibly