Microsoft 365 Governance Best Practices Before Deploying Microsoft Copilot
- Hanna Korotka
- Jun 26
- 1 min read
Artificial Intelligence is changing how organizations collaborate, but successful Microsoft Copilot deployments depend on much more than licensing.
Before enabling AI capabilities, organizations should review their Microsoft 365 governance posture to ensure sensitive information is protected and users have appropriate access.
Five governance areas to review
1. Identity Security
Review Entra ID authentication policies, enable Multi-Factor Authentication, and remove unnecessary privileged accounts.
2. Conditional Access
Ensure Conditional Access policies protect administrative accounts, remote access, and unmanaged devices.
3. Data Classification
Identify confidential information before AI tools begin accessing SharePoint, Teams, and Exchange Online content.
4. Compliance Monitoring
Regularly review Microsoft Secure Score, compliance recommendations, and audit logs to identify gaps.
5. Security Visibility
Organizations should maintain visibility into authentication events, privilege changes, data access, and security incidents before expanding AI initiatives.
Governance Enables AI
Governance should not be viewed as an obstacle to AI adoption. Instead, it provides the operational foundation that allows organizations to adopt Microsoft Copilot securely while meeting business and compliance requirements.
Organizations investing in governance today will generally experience smoother AI deployments tomorrow.
Learn More
Organizations looking to strengthen Microsoft 365 governance, compliance readiness, and AI-ready security operations can learn more at Cleverina:
Explore practical guidance, governance best practices, compliance readiness services, and the upcoming Cleverina Incident Assistant for Microsoft 365 security investigations.
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