Monday, August 12th 2024, 9:00 am
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Susan Hanley
Information Architect/Business Analyst
Best Practices for Intranet Information Architecture: the key to unlocking AI’s full potential
In this workshop, we will explore the basics of Information Architecture (IA) and its role in creating effective intranets using Microsoft 365, SharePoint, and Viva Connections. We’ll talk about why IA is so important to AI – and how you can ensure that your intranet content can act as a valuable partner in your AI solutions. Whether you are just starting out or looking to improve your current intranet design, this workshop will provide you with the necessary tools and techniques to make the most of new and upcoming features, capabilities, and best practices. We'll cover key topics including creating and organizing content, building site structures, creating metadata, and leveraging search functionality. You will take away: • Approaches for planning navigation across the entire intranet and on individual sites • Tips and best practices for audiences, hubs, and home sites • Page design guidance that supports accessibility and great user experiences • Effective use of metadata on pages and documents – and whether it is OK to use folders to organize your content. • How to leverage Viva Connections to bring your intranet to your users in the flow of work – and how to plan audiences to ensure that the right tools and information gets to the right groups. • How Copilot can help your information architecture and vice versa. You'll leave with a clear understanding of what IA is, why it matters, and how to get started with creating effective intranets that meet your organization's needs.
Monday, August 12th 2024, 9:00 am
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Joanne Klein
Microsoft 365 Independent Consultant
From Chaos to Control: Mastering Records Management in the Digital Age with Microsoft Purview
This workshop will be a deep-dive on strategies for planning and executing Microsoft Purview Data Lifecycle and Records Management in the workplace from both a Records Manager's and IT-Pro's perspective. With compliance concerns on the rise in the modern workplace today, compliance teams are reaching out to their IT-Pro partners for assistance. This is unfamiliar territory for many; this workshop is built to help clear the path forward for both sides. The workshop will cover key topics like: • Recommendations for mapping a retention schedule into a "software-friendly" Purview File Plan • Using automation to help scale your solution • Using scopes to scale and meet complex retention requirements • Understanding what configurations can and can't (easily) be changed after-the-fact • SharePoint/Teams architecture impacts • Where you may need to customize • What implications does this have for copilot? • Enablement… what a Day 1, Day 2, Day 3 strategy might look like To reinforce the topics, Joanne will walk thru several real-world use-cases and discuss the skills, roles, responsibilities, and approaches she's seen success with.
Tuesday, August 13th 2024, 9:00 am
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Emily Mancini
Founder & Executive Director, Left Uncharted -
Marc D Anderson
President | Sympraxis Consulting
Elevate Your Intranet: Unleash the potential of Artificial Intelligence with Copilot and Viva
An intranet can support your organization’s ability to communicate and collaborate effectively, make information easy to find, automate business processes, and help cut administrative costs… but where do you start? In this all-day workshop, we will focus on the mechanics of building the basic structure of an intranet. We will then explore how Artificial Intelligence and Microsoft Copilot can elevate your intranet past content surfaced in SharePoint Online, Microsoft Teams, and the Viva suite. At the end of the tutorial, you will understand common solutions like decentralized content management with centralized content experiences, branding capabilities across Microsoft 365, and how to create personalized content experiences. You will leave with a clear understanding of how you can best leverage Copilot and Viva to create an incredible employee experience. During the workshop, we will demo creating a/an: -Intuitive global and site navigation -Branded experience with recommended page layouts -Scalable enterprise information architecture -Custom search experiences to surface the right information, at the right time -Artificial Intelligence assisted development of learning and onboarding content -A seamless connection between your intranet and where people are working Join us to gain a deeper understanding of the out of the box technical capabilities using only Business Premium licenses so you can focus on identifying your desired business outcomes, defining your overall content strategy and governance, and driving the adoption of your intranet at your organization without navigating additional costs.
Tuesday, August 13th 2024, 9:00 am
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Daniel Glenn
Microsoft MVP, Owner and Microsoft 365 Consultant at CollabFront -
Joanne Klein
Microsoft 365 Independent Consultant
Balancing Collaboration and Compliance within Microsoft 365
Hybrid modern work can be full of friction and frustration when it comes to compliance. We all need to help ensure a productive and compliant workplace, but how can you enable easy collaboration in your organization AND implement compliance features? Join Joanne and Daniel as they show how to bring together two equally important yet seemingly incompatible aspects of the modern workplace: collaboration and compliance. With a he-said-she-said approach, Daniel will talk about the modern collaboration tools available in Microsoft 365 and Joanne will share what kinds of Microsoft Purview compliance controls can be applied to help collaboration tools be more compliant. You will walk away with the knowledge to combine collaboration with compliance. Topics covered in the workshop: • How to plan and implement a compliant Viva Connections and Viva Engage environment • What are retention labels and policies and what do they look like in action in collaboration areas? • How to implement data loss techniques while enabling collaboration? • What are sensitivity labels and what types of controls can they place on collaboration? • Do Microsoft Teams have an end-date and how to enable a lifecycle? • Can Copilot help with compliance when it comes to our content and collaboration?
Tuesday, August 13th 2024, 1:30 pm
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Drew Madelung
MS Solutions Architect | Microsoft MVP
Share, Protect, & Govern Your Data in Teams, SharePoint, & OneDrive
Collaboration lives at the core of a modern workplace and collaboration is built around the ability to access and share information securely. Not all information is the same and the ability to get content securely to the right people, both internal and external, at the right time keeps work moving. But how do you easily and securely your data in Office 365? What are your options to ensure you retain control of your data? The ability to safeguard your data is possible! In this workshop, we will show you: • The landscape of data security • What is Microsoft Purview and how we can use it • How to secure you data with Information Protection and sensitivity labels • Control & manage sharing in your tenant • Prevent exfiltration with Data Loss Prevention • How to detect, investigate, and take action using Insider Risk Management • Retain content using Data Lifecycle Management and Records Management By the end of this workshop you will know what you can do to secure your data and allow your company to collaborate better and achieve more.
Wednesday, August 14th 2024, 11:30 am
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Joanne Klein
Microsoft 365 Independent Consultant
IT Pro meets Microsoft Purview Data Lifecycle and Records Management
This session will explain Data Lifecycle and Records Management in Microsoft Purview from an IT-Pro's perspective. With data governance concerns on the rise in the modern workplace, particularly with the use of Microsoft Copilot for Microsoft 365, good data governance is more important than ever. Compliance teams are reaching out to their IT-Pro partners for assistance. This is unfamiliar territory for many IT-Pros, so this session is designed to help clear the path forward. It covers topics like: - Recommendations for mapping a retention schedule into a "software-friendly" Purview File Plan - Using automation to apply retention labels to your content - Using scopes to scale and meet complex retention requirements - SharePoint and Teams architecture impacts Joanne will discuss the skills that IT-Pros should bring to the table when working with their Compliance team partners. 4 Objectives: - Understand how to interpret retention schedules from a technical perspective - Understand the dependencies for the automation features in DLM/RM - Understand the impacts your SP/Teams architecture can have on applying DLM/RM controls - Understand what decisions need to be solidified early on for DLM/RM
Wednesday, August 14th 2024, 11:30 am
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Amarender Peddamalku
MVP | Practice Lead - Microsoft Modern Work @Perficient
SharePoint Premium - The future of AI powered content management
SharePoint Premium brings AI, automation, and added security to your content experiences, processing, and governance. SharePoint Premium delivers new ways to engage with your most critical content, managing and protecting it through its lifecycle. It also helps you maximize content value with security and structure – and prepare it for Copilot for Microsoft 365, the next-generation AI assistant that is transforming productivity. We'll learn about some of the core features of SharePoint Premium such as Content experiences, Content processing and Content governance.
Wednesday, August 14th 2024, 1:50 pm
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Emily Mancini
Founder & Executive Director, Left Uncharted
Prepare the Organization for Self-Service in Microsoft 365
Rapidly growing companies must balance multiple strategic objectives with a seemingly endless list of action items while maintaining a focus on creating scalable solutions. Often this is all done by a team of one. How can you meet the needs of the business and avoid shadow IT with limited resources? Enter self-service. In this session, we will share how to: - Prepare the organization for self-service solution builds in Microsoft 365 - Create a consistent user experience across solutions - Report on activity in your environment with out of the box tools to support your governance - Establish a global steering committee to drive right-sized solutions across the organization Leave this session with actionable steps to begin changing the way your organization creates spaces for collaboration.
Wednesday, August 14th 2024, 1:50 pm
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David Drever
Microsoft 365 MVP - Compliance and M365 Specialist
Implementing Microsoft 365 Data Loss Prevention. A Real World Approach
As more and more organizations' content is stored in cloud locations, it can become further at risk for accidental or malicious misuse. Users make good use of cloud collaboration features to share documents with others. Information contained within documents or even the intended recipient of the files may not be properly considered before transmission. This can often lead to data loss and poses significant risks to the organization. To protect against the loss of data control, organizations are looking for solutions that protect the data when it is shared. Join David as he takes a practical approach to understand data loss prevention techniques and capabilities available within Microsoft 365. David will also provide a real-world approach to implementing the technologies with a strong consideration of the balance of protection and user experience.
Wednesday, August 14th 2024, 3:40 pm
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Lindsay Shelton
Application Programmer | MVP, MCT | she, her
Navigating Document Approval in SharePoint: A Practical Case Study
At her medical research non-profit, different departments rely heavily on SOP documents, or Standard Operating Procedures. These documents have to go through annual reviews that are several layers deep, in addition to needing a group approval of the final SOP. In this session, Lindsay will break down exactly how she built SOP approval processes for four different departments using just SharePoint document libraries, Power Automate, and Approvals that have served their purpose effectively and efficiently for years.
Wednesday, August 14th 2024, 3:40 pm
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Brian Alderman
Six-year MVP Alumni, 28-year MCT, Author, Speaker, Consultant
Data recovery options for SharePoint/OneDrive
SharePoint and OneDrive include several content recovery options for SharePoint and OneDrive for Business administrators, site collection administrators, and end users. Educating your end users on SharePoint recovery options like the site recycle bin, versioning, and site collection recycle bin can lighten the burden on your admins. Using either a GUI or PowerShell you can backup and restore your entire SharePoint Server farm or components of it. In SharePoint Server you can also perform more granular content backups by exporting site collections, site, libraries, and lists, and there are options for recovering these site collections, sites, lists and libraries from content databases that are no longer part of your SharePoint Server farm. With a vast majority of your SharePoint Server content stored in SQL Server it is imperative that you have an efficient way to recover items or entire databases as quickly as possible. This discussion will introduce the Best Practices framework that will allow your SharePoint Server administrators to configure SharePoint as well as SQL Server for quick content recovery, minimizing the downtime and providing shorter and achievable Service Level Agreements (SLA’s).
Wednesday, August 14th 2024, 3:40 pm
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Marc D Anderson
President | Sympraxis Consulting
Building a Policy Center with PnP Modern Search
In a modern Intranet, we generally want to store content in the site where it should be managed. We think of this as distributed content management and it's similar to the way News works in modern SharePoint. This usually means each department or organizational unit can manage their content using a process which makes sense for them. At the same time, we may want to roll up that content in one central location for ease of access. A Policy Center is a great example of this approach and one we find ourselves building for many of our clients. In this session, you'll see how the following components add up to make a Policy Center: - Information architecture (IA) in the form of Site Columns and a Content Type to represent a Policy - A Site Template which only instantiates a Policy library in the site and applies the IA - A Policy library in each Intranet site, deployed using the Site Template, with Policies specific to that department - Changes to the search schema to support metadata filtering - A Policy Center page built using PnP Modern Search Web Parts to display the Policies from across the Intranet Additionally, we'll discuss various approaches to solve the content management puzzle - before the Policy is even visible on the Intranet.
Wednesday, August 14th 2024, 3:40 pm
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William Huneycutt
Upskill Tech
Microsoft Lists: The Ultimate Guide to Track, Organize, and Collaborate
Microsoft Lists is a powerful app that helps you track information and organize your work with ease. Whether you want to manage your personal tasks or collaborate with your team, Microsoft Lists can help you create customizable lists that suit your needs. In this session, you will learn how to: - Access Microsoft Lists from web, desktop, mobile, and Teams - Sync your lists for offline access - Sort, filter, and group your list items - Choose from different views such as Gallery, Calendar, and Board - Format your views and columns with conditional formatting - Customize your forms with no-code or low-code solutions - Integrate your lists with Power Apps and Power Automate - Set up alerts, rules, and notifications for your lists - Share your lists with colleagues and control permissions And more! Join us for this ultimate guide to Microsoft Lists and discover how you can use it efficiently for any scenario.
Thursday, August 15th 2024, 9:00 am
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Susan Hanley
Information Architect/Business Analyst
Knowledge Management Strategies for Microsoft 365 in the Copilot World
With the deprecation of Viva Topics in February 2025, Microsoft is losing the “hero” application for Knowledge Management in Microsoft 365. But Viva Topics alone was never enough and certainly not the only app in your Knowledge Management toolkit. In this session, we will discuss strategies for leveraging Microsoft 365 to achieve your KM goals – from both manual and automatic metadata classification in SharePoint to enhance explicit knowledge to AI-assisted tacit knowledge and expertise location experiences with Viva Engage and Answers in Viva to Copilot-assisted knowledge experiences grounded in your organizational content. You will take away practical strategies for achieving your KM goals and a deeper understanding of how Microsoft 365 and Copilot can help you in your journey.
Thursday, August 15th 2024, 9:00 am
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Drew Madelung
MS Solutions Architect | Microsoft MVP
What’s New with OneDrive!
Are you caught up with all the new features in OneDrive? Have you rolled out OneDrive and not provided any new information to your users about what's new? OneDrive in Microsoft 365 continues to evolve and we as end-users and IT professionals need to try keep up. Join me as we walk through the newest improvements and changes to the world of OneDrive and now content AI. This session will be demo filled and by the end you will see the investment and dedication that Microsoft has too provide a solid file management and sync solution.
Thursday, August 15th 2024, 9:00 am
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Tamara Bredemus
The nexus between IT and the Business
Metadata & Folders. Better Together.
When you start using SharePoint everyone says, "Don't use folders." If that is true, how do we organize and find the stuff we put into SharePoint? Metadata. In this session, we will explore what metadata is, how to use it, and how to get our co-workers to use it. Recreate this demo when you get back to the office to win your users over to the metadata side. This demo works in SharePoint Online and On-Premises. Key Take Aways: - What is metadata? - When to use metadata - Choices for metadata • When to use folders
Thursday, August 15th 2024, 10:50 am
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Joanne Klein
Microsoft 365 Independent Consultant
An end-to-end look at SharePoint Premium Content Processing
SharePoint Premium is a big step forward for Content Services in Microsoft 365 by providing the ability to integrate AI into the flow of work. Unstructured content is being produced at an alarming rate in modern workplaces today and organizations need a way to improve the effectiveness of business processes surrounding it. SharePoint Premium's content processing capabilities help by automatically classifying content, extracting metadata, improving search, enhancing knowledge sharing, and applying appropriate governance controls. SharePoint Premium is this and so much more! To demonstrate, Joanne Klein will walk through a live demo of building and training an Unstructured Document Processing model in SharePoint as well as the additional capabilities it provides once classified. The walkthrough will cover setup, training, deployment, and some of the "extras" you get with SharePoint Premium.
Thursday, August 15th 2024, 10:50 am
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Marc D Anderson
President | Sympraxis Consulting
Does Information Architecture Matter Anymore?
With all the machine learning (ML) and artificial intelligence (AI) available in Microsoft 365 these days, do we still need to think about information architecture? Can automation fulfil the promise of reducing the load on information architects and developers? In this session, we’re review some of the better practices for constructing a powerful information architecture and why it still matters. We’ll look at real-world examples and talk about what automation can and can’t do for you. Technology is evolving quickly, so expect to see a few tidbits you don't expect, as well as healthy doses of reality.
Thursday, August 15th 2024, 10:50 am
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David Drever
Microsoft 365 MVP - Compliance and M365 Specialist
An Introduction to Implementing Microsoft Information Protection (MIP)
All organizations store sensitive information. The information can be sensitive to the organization itself, to you as an employee of the organization, to you as a customer of that organization, or in any other number of ways. All businesses have a responsibility to keep that information safe. Historically, this protection has come by locking down network locations from external access, permission control, and data encryption. But it is being discovered that this is no longer sufficient. More is required to protect your sensitive information. David Drever has been helping organizations secure their information with Microsoft Information Protection for many years. Join him as he walks through the features of MIP, how it can protect the organization’s sensitive information, leading practices in implementing the technologies and processes, and how MIP is the foundation for many other features within Microsoft 365 for protecting your information.
Thursday, August 15th 2024, 1:00 pm
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William Huneycutt
Upskill Tech
I didn't know you could do that with OneDrive!
OneDrive is more than just cloud storage for your files. It’s a smart way to work and collaborate across Microsoft 365. Whether you need to share documents with your team, sync files to your desktop, or protect your work from accidental loss, OneDrive has you covered. In this engaging and practical session, I will show you how to make the most of OneDrive’s features to boost your productivity and make work easier. Learn how to: - Let OneDrive track activity and sharing for you - Open and save files directly from Word, Excel, PowerPoint, & OneNote - Manage changes with document version history - Securely share content with people inside & outside the organization - Quickly access SharePoint documents and libraries without leaving OneDrive - Move and copy files quickly and easily with between - OneDrive and SharePoint - Sync files locally with OneDrive files on-demand - Share files in Microsoft Teams - Restore files if they get deleted, overwritten, corrupted, or infected by malware - Automate repetitive activities with flow And more! Don’t miss this chance to learn how OneDrive can transform the way you work.
Thursday, August 15th 2024, 1:00 pm
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Emily Mancini
Founder & Executive Director, Left Uncharted
Enhancing Communication and Collaboration through Customized Search Experiences
In SharePoint Online and Microsoft Teams, we are building a flat hierarchy through separate site collections or Teams and creating connections through hub site relationships. This supports organizational change, cleaner permission models, and so much more but can prove challenging when you want to centralize a subset of content across these site collections. Join us as we explore different approaches for centralizing your content in this modern decentralized world. You will leave with scenarios and best practices for how to structure and deliver content throughout your tenant. What we'll cover: - Understanding the hub site structure and search scopes - Using the content type gallery for consistent information architecture - Centralizing content through search experiences (including Modern PnP search web part and search verticals) - Creating intuitive microlearning content (through Learning Pathways or Viva Learning)
Friday, August 16th 2024, 9:00 am
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Emily Mancini
Founder & Executive Director, Left Uncharted
Navigating Copilot: Unleashing the Power of Intelligent Intranet Content
How do you design your message in the age of AI to successfully communicate necessary information and actions while driving engagement across the organization? On an average day, an office worker is inundated with 121 emails. Within this influx, crucial company updates, actionable tasks, and potentially irrelevant information are embedded. On top of these emails, there are Teams chats and a seemingly infinite stream of notifications, prompting many employees to turn to artificial intelligence for help in summarizing content and addressing queries. In this session, we will take a user-centric approach to strengthen your ability to communicate in a way that fits the needs and expectations of your audience. We will discuss the steps for writing effectively for the web through organizing content, designing pages, and sharing to relevant audiences. You will walk away from this session with actionable steps to create more engaging and inclusive content in Microsoft 365 by focusing on the audience's goals and mental models, accessibility, and user experience best practices.
Friday, August 16th 2024, 10:20 am
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David Drever
Microsoft 365 MVP - Compliance and M365 Specialist -
Joanne Klein
Microsoft 365 Independent Consultant
Microsoft Purview Compliance – Tales from the Trenches
As more and more of an organization's data is stored within the cloud, controlling the sheer amount of data can be daunting. Administrators and compliance professionals are being called on more and more to support content management to ensure it is protected and maintained throughout its data lifecycle. Joanne and David have assisted organizations for years and helped many enterprises design and build compliance solutions within Microsoft 365 Purview from the ground up. In this session, they'll discuss critical topics organizations should consider when implementing Records Management and Information Protection controls. They will also cover common pitfalls affecting the organization on its compliance journey.
Friday, August 16th 2024, 12:30 pm
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Laura Rogers
Microsoft MVP, CEO at IW Mentor, @WonderLaura
Buttons in Microsoft Lists - Logic for Non-devs
In Microsoft Lists, formatting can be done easily, and buttons can be created using a little JSON code. Wouldn't it be nice for end users to be able to click a button on an item in a list, to set a value or run a flow, without even having to open the item or file? In this session, you will learn how to create simple buttons to click to run a workflow. No menus, no panels, super simple for end users! Laura Rogers will teach you the logic used in order to assign the action that the button takes, how to set up the button's visual appearance, and its text, and how to create conditional formatting.
Friday, August 16th 2024, 12:30 pm
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Marc D Anderson
President | Sympraxis Consulting
Using Site Templates to Deploy Consistent Information Architecture
A great information architecture improves many content management scenarios, from search, to business processes, to ease of content tagging and storage. In this session, we'll look at how Site Templates can be used to create reusable site building blocks rather than focusing on configuring the entire site. By using these specific building blocks together, you can build up your sites to have capabilities you need, in whatever combinations make the most sense for the work at hand.
Friday, August 16th 2024, 12:30 pm
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Drew Madelung
MS Solutions Architect | Microsoft MVP
Deploying & Managing OneDrive in your Enterprise
OneDrive is a key workload in Microsoft 365 and can be an integral part of your collaboration strategy. OneDrive provides a cloud location to store, share, and sync your work files and then work with them from any device. Microsoft has spent a lot of effort to get a rock-solid solution including a well-oiled sync engine together. Whether you are looking to roll-out OneDrive or are already are utilizing it, there are a lot of important things that you should know about administration. This session will go through things such as: • Intro to OneDrive • When to use it and when not to • Sync capabilities and restrictions • Overall limits, guidance, and best practices • Security capabilities from the user to the tenant • Reporting • What’s new for administration This session will be a technical focused session which will provide you the information and tools you need to ensure your OneDrive deployment is solid and secured.
Friday, August 16th 2024, 1:50 pm
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Daniel Glenn
Microsoft MVP, Owner and Microsoft 365 Consultant at CollabFront
Optimize Your Organization's Content for Copilot
Content is the lifeblood of every organization. It is how teams collaborate and create value for the organization. However, managing content effectively can be challenging, especially with the increasing volume and variety of content types. How can you organize, secure, and process your content to maximize its value and prepare it for Microsoft Copilot for Microsoft 365? In this session, we will discuss best practices for organizing your content and sites in Microsoft 365, perform a security and governance audit to ensure information is not leaked through new AI tools, and do a walkthrough on integrating Copilot into your daily workflow.