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ALGIM Training Session: Microsoft 365 Copilot for Information Managers

  • 15 Jul 2025
  • 9:30 AM - 1:00 PM
  • Microsoft Teams

Registration


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Microsoft Copilot is a powerful AI tool designed to revolutionize the way we work. The real opportunity is to not only transform personal productivity, but lift the capability of an entire organization.

Copilot sets a new baseline, one where every employee gains the skills to write, design, code, analyse data, and more, amplifying expertise and taking work from good to exceptional.

In this course, created specifically for information managers, you’ll gain a solid understanding of how to handle compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Pivot Compliance Portal.

This course will enable you to strategically integrate Microsoft 365 Copilot into your information management processes to ensure its compliant use within your organization.

About our presenter Andrea McIntosh, Leadership Through Data

Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

Course outline

  • Introduction 
  • What is Microsoft 365 Copilot? 
  • Microsoft 365 Copilot Overview 
  • Data, Privacy & Security For Microsoft 365 Copilot 
  • Get Ready For Microsoft 365 Copilot 
  • Microsoft 365 Copilot Settings Configuration 
  • Microsoft 365 Copilot Configuration For Teams Meetings 
  • Microsoft 365 Copilot Interactions Audit 
  • Microsoft 365 Copilot eDiscovery 
  • Microsoft 365 Copilot Data Retention 
  • Microsoft 365 Copilot Communication Compliance 
  • Wrap Up


What you need to know

  • CPD Points: 6
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 5 - 10 participants
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.


For any questions, please contact service@algim.org.nz

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