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

Microsoft Mechanics Podcast

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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

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