Copilot or Claude rollout planned
Before AI reads your documents, you want to know what it finds.
AI Foundation · Copilot, Claude, Purview
Your tenant is ready for Microsoft 365 Copilot and Claude Enterprise or Claude Team, with evidence for auditors and regulators. We clean up permissions, secure sign-ins through Entra ID, classify sensitive data with Purview and log AI use.
Example: asked about the board minutes, the AI replies that it cannot find any documents the person asking has access to. Permissions are cleaned up, the Confidential label applies, and the request is logged in the audit log.
Sound familiar?
Before AI reads your documents, you want to know what it finds.
Company data ends up in services without contract or logging.
They want evidence of how AI usage is controlled.
Permissions
Copilot uses the rights of the person asking. A forgotten share today is an answer tomorrow. Switch the view to see what the clean-up changes.
1 Identity
Any account can ask, even without MFA Only with MFA and a compliant device
2 Permissions
Sharing with “Everyone” stays in place Broad sharing removed
3 Classification
No labels, no DLP Confidential label keeps files out of AI
4 AI sees
5 Logging
Audit log exists, but nobody reviews it Prompt, response and sources in the unified audit log, analysed with DSPM for AI
Find broad sharing, keep sensitive sites out of Copilot.
MFA, Conditional Access and cleaned-up guest accounts, for Claude too.
Purview labels and DLP keep confidential files out of Copilot.
Copilot interactions in the unified audit log, evaluated with DSPM for AI, the Purview view of AI usage.
Make unapproved AI tools (shadow AI) visible, block them once an approved alternative exists.
Domain verified, sign-in only via SSO with Entra ID, on Enterprise users provisioned via SCIM from Entra groups.
Control AI tools
Approved services run through Entra ID and are logged. Unapproved services become visible and are blocked where needed.
Review permissions, identities and logging, prioritise findings.
Fix oversharing, introduce labels and DLP.
Enable a small group, analyse the audit log.
Release in waves, with training and a usage policy.
Repeat reviews regularly.
The fixed-price gap assessment shows what is open before rollout.
Further reading: Gap assessmentManaged SecurityBlog: AI adoption with Entra ID and PurviewBlog: Controlling AI tools
Clean up SharePoint and OneDrive permissions, secure identities with MFA and Conditional Access, classify sensitive data with Purview. The pilot starts once the audit log is active.
Yes. Copilot does not extend permissions, but it makes existing sharing much faster to find. That is why permission clean-up comes first.
Both, each with sign-in only via SSO with Entra ID. Enterprise also creates and removes users via SCIM from Entra groups; on Team the account is created at first sign-in. Your data protection officer makes the legal assessment.
Copilot is an add-on to E3, E5 or Business Premium and included in E7. DLP for labelled files requires E5 or a Purview suite.