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Anders Olsson 27 Sep 2023
2 min

How to secure your copilot journey

Microsoft has just unveiled its groundbreaking innovation - Copilot, your everyday AI companion. This exciting launch promises to transform productivity by harnessing AI to analyze all the content to which a user has access within Microsoft 365's suite of services.
How to copilot

However, before diving into the world of Copilot, it's crucial to address two fundamental aspects:

  • Data Accuracy: Is the information we have stored accurate and up to date?
  • Data Security and Permissions: Have we ensured control over permissions and access to sensitive corporate information?

In this blog post, we'll explore how you can kickstart your journey with Microsoft Copilot and ensure your data is both accurate and secure.

Data Accuracy with Microsoft Purview's Data Governance:

One of the key elements in preparing for Microsoft Copilot is ensuring that your data is accurate. Microsoft Purview offers a powerful solution through its Data Governance functionality. Here's how it works:

  • Data Lifecycle Management: With Data Governance, you can implement data lifecycle management processes. This means identifying and purging outdated data in your organization. For instance, data that hasn't changed in 5-10 years or contains outdated, irrelevant information can be identified and removed. This not only enhances data accuracy but also reduces clutter, making it easier to manage your content.


Data Security with Microsoft Purview Information Protection:

The second critical aspect is securing your data and controlling access to it. Microsoft Purview Information Protection plays a pivotal role here:

  • Identify and Classify: Microsoft Purview Information Protection helps you identify and classify sensitive information within your organization. This includes data like financial records, personally identifiable information (PII), or any other information crucial for your business. This step is essential in understanding the types of data you're dealing with.

  • Granular Access Control: With the classifications in place, you can enforce granular access control policies. This ensures that only authorized personnel can access specific locations like Teams or SharePoint sites, or individual labeled files that contain sensitive information. It adds an extra layer of security to your data.


Microsoft Copilot offers tremendous potential to boost productivity by harnessing the power of AI to analyze your organization's data. This groundbreaking AI companion, recently launched by Microsoft, promises to be a game-changer. However, the journey starts with ensuring data accuracy and security. By utilizing Microsoft Purview's Data Governance for data accuracy and Information Protection for data security, you lay a solid foundation for a productive and secure experience with Microsoft Copilot. Embracing these tools will not only enhance your data management but also fortify your organization against potential data-related challenges. Get started today, and unlock the full potential of Microsoft Copilot while maintaining data accuracy and security.

Get started:

To implement the necessary Purview features and achieve data governance and data security, it is essential to involve data owners. Describing the technical features to gather their requirements is necessary. For this purpose, Onevinn has developed a workshop aimed at facilitating and expediting the adoption of Purview. By engaging and collaborating with data owners, you can ensure that Purview is customized and optimized to meet your organization's unique needs and security requirements. This step is crucial to ensure a smooth and successful implementation of Purview and to guarantee that your organization fully leverages its benefits.


Want to know more? Head on over to:
Secure your Copilot Journey - The Workshop