Module 00 · Orientation and safe setup
Know your Copilot before you trust its work
Map the account, license, source context, and safety boundary you actually have. Then complete one useful exercise with fictional data and verify the answer against its source.
What you will be able to do
The module is complete when you can explain your access in plain language and show the checks you will run before using Copilot for real work.
Access
Identify the active account and product label
Separate personal Microsoft accounts from organization-managed work or school identities, then record the current Copilot label and admin conditions.
Context
Name what Copilot can use
Distinguish public web grounding, an explicit attachment or reference, open-app context, and broader Work IQ grounding.
Review
Validate before acting
Check the source, verify important details, restore missing context, and test whether the answer survives changed assumptions.
Six lessons, one working setup
Complete the lessons in order. Each produces one part of your access and safety map.
- 00.18 min
Welcome and your first safe result
Produce a decision-and-action brief from fictional notes, then find unsupported additions.
- 00.27 min
Build your practice setup
Prepare approved access, synthetic material, a work folder, and a review record.
- 00.310 min
Map account, subscription, and Copilot license
Build a decision table for personal, organizational Basic, and licensed Premium experiences.
- 00.49 min
Create a feature and grounding inventory
Record the surfaces, sources, apps, Pages, Notebooks, and agents your current setup exposes.
- 00.57 min
Choose a 30-day learning route
Turn the full curriculum into one role-specific sequence and one measurable work outcome.
- 00.610 min
Adopt the safety and validation check
Use a risk-scaled review before copying, sharing, deciding, publishing, or automating.
Module artifact · your Copilot access and safety map
Keep this one-page record near your prompt library. Update it when Microsoft changes the interface, your administrator changes policy, or your license changes.
Access map
- Active account type and email domain
- Visible Copilot product label
- Apps and chat surfaces available
- Grounding patterns available
- Pages, Notebooks, and agents visible
- Known administrator or policy limits
Safety map
- Approved data types and prohibited data
- Source and citation check
- Names, numbers, and dates check
- Permission and sharing check
- Required human approval
- Escalation route for uncertainty
Completion rubric
Do not mark the module complete because you read six pages. Use the artifact to prove that you can make a safe first decision.
| Criterion | Ready | Needs another pass |
|---|---|---|
| Account and access | You name the active identity, current label, and important tenant limits. | You write only “I have Copilot” or copy another learner’s screen. |
| Grounding | You can say which sources the exercise used and which sources it could not use. | You assume Copilot can see a file, email, meeting, or site without checking. |
| Validation | You trace important statements to the source and correct unsupported additions. | You accept a polished answer without checking the original material. |
| Data boundary | You list allowed practice data, prohibited data, and the policy owner. | You rely on a generic “do not share sensitive data” reminder. |
| Learning route | You choose the next modules from a real work outcome and a deadline. | You plan to consume all modules without applying them. |
Core Microsoft sources
- What Copilot license do I have?
- What information Copilot uses to answer a prompt
- Write a great prompt in Microsoft 365 Copilot
- Validate Copilot output before you act on it
- Enterprise data protection in Microsoft 365 Copilot and Copilot Chat
Verified July 30, 2026. This module is educational guidance, not a substitute for your organization’s security, privacy, legal, records, or compliance policy.