Set Up Microsoft Copilot So It Knows You: Personalisation & Enterprise Data Protection
If your firm runs Microsoft 365, Copilot can know your role and your context — and keep work inside your tenant. In two hours, set up Copilot's personalisation and memory, and understand the enterprise data protection that personal AI tools don't give you.
If your organisation runs Microsoft 365, you already have an assistant sitting inside the tools you use all day — but most people have never set it up to know them. This two-hour session changes that, working in your own environment.
You configure Copilot’s personalisation and memory so it understands your role, your preferences and the context you keep repeating. Just as importantly, you learn where that information lives: in Microsoft 365 Copilot, memory is held in your own mailbox under your organisation’s security and compliance controls, not in a consumer cloud.
That leads to the part that matters most for finance and professional-services work in Luxembourg: data protection. In plain language, you will understand Enterprise Data Protection — why prompts and responses in business Copilot are not used to train the underlying models and stay within your tenant boundary — and why this is exactly where a personal AI account falls short. The difference between the consumer Copilot app and Microsoft 365 Copilot is not a detail; for confidential work it is the whole point.
You leave with Copilot configured to your way of working and a clear, defensible understanding of how your data is handled. This is the Microsoft Copilot edition; a companion session does the same in ChatGPT.
- ■Set up Copilot Memory and personalisation so Copilot knows your role, preferences and recurring context
- ■Control what Copilot remembers, and know where those memories are stored and who governs them
- ■Explain Enterprise Data Protection in plain terms — why business Copilot data is not used to train the models and stays within your tenant
- ■Articulate the difference between the consumer Copilot app and Microsoft 365 Copilot, and why it matters for confidential work
- 01Copilot Memory and personalisation: teaching Copilot who you are and how you work
- 02Where Copilot stores what it remembers — and the admin controls around it
- 03Enterprise Data Protection: the tenant boundary and no-training-by-default, in plain language
- 04Consumer Copilot versus Microsoft 365 Copilot — the distinction that protects confidential work
- 05Your turn: configure Copilot on a real task in your own environment
Ordered directly from Kramer Consulting — no public dates. Pick a time that suits you or your team.
This is a Kramer Consulting intensive, offered directly — not through the Digital Learning Hub. It is delivered one-to-one or to a small team, online or on site, and tailored to your tools and your confidentiality rules. Get in touch to arrange a session.