Tag: Copilot

  • Securing Microsoft 365 Copilot Chat with Microsoft Purview DLP

    Securing Microsoft 365 Copilot Chat with Microsoft Purview DLP

    A practical guide to protecting sensitive prompts with policy controls

    As more organizations introduce Microsoft 365 Copilot Chat, employees are increasingly using conversational AI to solve everyday business problems. An innocent troubleshooting request or a request to summarize a financial transaction can become a security concern when the user includes confidential information in the prompt.

    Microsoft Purview Data Loss Prevention (DLP) helps security teams define what types of information should be restricted in supported Copilot prompts. This article explains the business need, the available safeguards, the prerequisites and a practical configuration completed in a demonstration tenant. It also describes how to validate the policy without confusing successful configuration with proven enforcement.

    Why organizations need controls for AI prompts

    The objective is not to stop employees from using AI. It is to apply the same information protection discipline that organizations already expect across email, files and collaboration tools to the way people interact with AI assistants.

    • Financial information: A user includes payment card data in a prompt while preparing a customer summary.
    • Cloud credentials: A developer pastes an application secret or a storage access key into a troubleshooting question.
    • Governance and compliance: Security teams need a documented approach to protecting regulated or confidential information.
    • User awareness: Clear guidance helps employees understand what information belongs in an approved AI workflow.

    A meaningful control must do more than exist in a policy list. It should have a defined scope, reliable detection conditions, an appropriate restriction action and evidence that its intended behavior has been tested.

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  • Entra Global Secure Access Content Policies + Purview Scan (Preview) – A First Look at the New Integration Ahead of General Availability

    Microsoft Entra’s Secure Web Gateway (SWG) capabilities under Global Secure Access (GSA) are expanding rapidly. One of the newest additions visible in the portal is the “Scan with Purview (Preview)” action inside Content Policies.

    This feature represents a major step forward:

    Inline, real time file upload scanning using Microsoft Purview’s classification engine directly inside Entra Secure web gateway (SWG). This helps organizations better protect sensitive files in transit.

    By integrating Entra Secure Web Gateway with Purview, organizations gain the ability to inspect file transfers at the network layer and enforce DLP rules in real time. This prevents sensitive data from leaving the organization through untrusted cloud apps, regardless of whether the upload happens via a browser, desktop application, API, or add‑in

    This feature as it appears today in preview, based entirely on observable behavior in a Microsoft 365 E5 tenant.
    Because this is a preview feature, some components are still evolving, and full functionality is expected to be available by mid June when the feature reaches General Availability (GA) and when the tenant gets this feature completely enabled.

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  • Creating Specialized AI Agent with RAG(Retrieval Augmented Generation) in Copilot Studio: A Motorcycle Expert Demo

    Building industry specific AI agents is now easier than ever with Microsoft 365 Copilot Studio especially when combined with Retrieval Augmented Generation (RAG). In this blog, we’ll walk through how to create a RAG powered Motorcycle Expert AI Agent designed for motorcycle store owners who manage large inventories and need to support both customers and sales representatives.

    In this example there is a dealership with 200+ motorcycles and this agent helps streamline customer inquiries, improve product comparisons, and empower your sales team with accurate, data‑driven responses.

    This step‑by‑step guide shows you how to:

    • Design and prepare your motorcycle dataset
    • Connect SharePoint/OneDrive as your knowledge source
    • Configure RAG settings inside Copilot Studio
    • Shape the agent’s persona and behavior
    • Add comparison logic for models and categories
    • Enable advanced features like deep reasoning and generative orchestration
    • Test and publish the agent with proper security and moderation settings

    By the end of this tutorial, you’ll have a fully operational Motorcycle Expert AI Agent running inside Microsoft 365 Copilot Chat, Teams, or web capable of answering questions, comparing models, and delivering expert insights using your actual business data.

    The agent will:

    • Answer questions about motorcycles (models, categories, specs, use cases)
    • Compare models (e.g., “MT07 vs SV650 for commuting?”)
    • Use your own data (spreadsheets, docs, or SharePoint lists) as its primary knowledge source
    • Run inside Microsoft 365 Copilot Chat / Teams / web
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