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Microsoft 365 Copilot - Small Business Guide to Prepare your Data for Search

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Manage episode 443019585 series 2391604
Content provided by Jeremy Chapman and Microsoft Mechanics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy Chapman and Microsoft Mechanics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Manage your data access effectively while using Microsoft 365 Copilot. Navigate the SharePoint admin center to adjust site privacy settings, ensuring only authorized members can access sensitive content. Set up test accounts to identify potential oversharing and take corrective actions. By refining permissions, protect valuable information and enhance the relevance of AI-generated responses.

Jeremy Chapman, Director of Microsoft 365, shares how to find and control oversharing, so you can confidently utilize Microsoft 365 Copilot for your small business needs.

► QUICK LINKS: 00:00 - Prepare data for search 01:22 - Search hygiene 02:04 - Test to see who has access 02:33 - How to set up a test account 03:32 - Search for items 05:08 - Information retrieval process 05:45 - Shared items by invitation link 06:19 - Oversharing 07:33 - How to reduce oversharing 08:35 - Check permissions 11:07 - Confirm permissions are in place 11:52 - Wrap up

► Link References

Get to the SharePoint admin center from Microsoft 365’s admin center at https://admin.microsoft.com

► Unfamiliar with Microsoft Mechanics?

As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.

• Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries

• Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog

• Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast

► Keep getting this insider knowledge, join us on social:

• Follow us on Twitter: https://twitter.com/MSFTMechanics

• Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/

• Enjoy us on Instagram: https://www.instagram.com/msftmechanics/

• Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

  continue reading

210 episodes

Artwork
iconShare
 
Manage episode 443019585 series 2391604
Content provided by Jeremy Chapman and Microsoft Mechanics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy Chapman and Microsoft Mechanics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Manage your data access effectively while using Microsoft 365 Copilot. Navigate the SharePoint admin center to adjust site privacy settings, ensuring only authorized members can access sensitive content. Set up test accounts to identify potential oversharing and take corrective actions. By refining permissions, protect valuable information and enhance the relevance of AI-generated responses.

Jeremy Chapman, Director of Microsoft 365, shares how to find and control oversharing, so you can confidently utilize Microsoft 365 Copilot for your small business needs.

► QUICK LINKS: 00:00 - Prepare data for search 01:22 - Search hygiene 02:04 - Test to see who has access 02:33 - How to set up a test account 03:32 - Search for items 05:08 - Information retrieval process 05:45 - Shared items by invitation link 06:19 - Oversharing 07:33 - How to reduce oversharing 08:35 - Check permissions 11:07 - Confirm permissions are in place 11:52 - Wrap up

► Link References

Get to the SharePoint admin center from Microsoft 365’s admin center at https://admin.microsoft.com

► Unfamiliar with Microsoft Mechanics?

As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.

• Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries

• Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog

• Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast

► Keep getting this insider knowledge, join us on social:

• Follow us on Twitter: https://twitter.com/MSFTMechanics

• Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/

• Enjoy us on Instagram: https://www.instagram.com/msftmechanics/

• Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

  continue reading

210 episodes

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