This playbook guides legal and non-profit teams in securely adopting Microsoft Copilot, detailing AI governance, data protection, Zero Trust, DLP, MFA, and offering tailored security services from Valeo Networks.

This guide outlines a secure, governed Microsoft 365 Copilot rollout for growing organizations, emphasizing data protection, tenant hardening, clear policies, user training, and change management to maximize AI-driven productivity.

Microsoft 365 Copilot security best practices include data loss prevention, sensitivity labels, Purview controls, least privilege access, third-party connector monitoring, eDiscovery, audit logs, and NIST 800-171 compliance to protect data and ensure compliance.