Configuring DLP with Microsoft 365 Copilot

Here is a video that takes you through the process of setting up a Data Loss Prevention Policy (DLP) that protects content when used in Microsoft 365 Copilot.

To achieve this you need to set up Data Labelling in your Microsoft 365 environment which is not covered in this video. Documentation from Microsoft on DLP with Microsoft 365 Copilot can be found here:

Learn about the Microsoft 365 Copilot policy location (preview)

Copilot pages missing

Recently, I discovered that Copilot pages were not appearing in Edge inprivate.

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You can see the example above: Edge, inprivate and no Copilot pages.

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It seems that a control in the Microsoft 365 administration portal (Copilot | Settings | Pin Copilot) plays a role somehow. Initially mine was set to Do not pin Microsoft Copilot to the navigation bar.

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However, when I changed the setting to Pin Copilot to the navigation bar (recommended) and after a browser refresh or two (or close down/reopen browser), the Edit in Pages now appears within Edge inprivate as shown above.

What I also didn’t appreciate is that if you don’t have a paid version of Copilot for Microsoft 365 and simply use the free version of Copilot with your Microsoft 365 environment you can also get access to the Edit in Pages capabilities, which I thought required a fully paid Copilot for Microsoft 365. However, that doesn’t appear to be the case as the above screen shot came from a tenant with no paid Copilot for Microsoft 365 and the Edit in Pages is available, PROVIDED it seems, you turn on the pin Copilot option!

Of course, I can’t find this documented anywhere and only stumbled across it playing around. I have found the Edit in Pages button appearance to be somewhat unreliable when it did appear, but I have been turning the setting on and off to test, which have contributed to that unreliability.

After all this testing, my advice would be, based on the tests I’ve run, that even if you don’t have a pad version of Copilot for Microsoft 365 in your environment you want the option to Pin Copilot to the navigation bar enabled as I detailed above. That should allow the Edit in Pages to always appear regardless of a paid version of Copilot being in the tenant or not and regardless of browser or browser session you use.

Another observation is that with the pinned option set, the free version of Copilot returns more information as you can see when you compare the screen shots. With the pinned option enabled you get citations and hyperlinsk to the citation. Interesting.

It would be nice to know for sure if this setting does what I have found but for now you’ll have to take my word for it based on what I have found in my testing.

My Business Books – 2025

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Check out my recommendations from last year:

My Business Books – 2024

Honourable mentions that I read last year:

–  Slow Productivity – Carl Newport

You can follow all the books I read and want to read over at Goodreads where I have an account. You can also view my activity via:

https://www.goodreads.com/review/list/708903-robert?shelf=read

Here’s my current top business books in order:

1. The Art of War – Sun Tzu

The all time classic on strategy. As relevant today as it ever was. A very short read but very deep.

2. The Millionaire Fastlane – M.J. DeMarco

I love the brutal honesty of this book. It doesn’t mince words about what it takes to shift from a pay check to actually living the life you want.

3. The Tipping Point – Malcolm Gladwell

The world is all about not what you know but who you know. This book explains exactly how this works and how to use it to your advantage. A lot of Gladwell’s writing have been called into question of late. Even so, putting aside the example he uses, I think the concept surfaced have great merit.

4. The Four Hour Work Week – Tim Ferriss

Many people believe this book is about shirking responsibility. It is in fact a blueprint for how to free up your time to do things you want and enjoy. It will challenge the way you look at your career. This book has become some what dated so ensure you get the latest revised edition. Again, I would suggest you read this and consider the 30,000 foot view of challenging many people pre-conceived concepts about career. The ability to do anything, anywhere these days has never been truer.

5. Secrets of the Millionaire Mind: Mastering the Inner Game of Wealth – T. Harv Eker

The successful are defined by a different mindset. This mindset can be learned. It can be trained. This is a great book to show you how to do just that.

6. Talent is over rated: What Really Separates World-Class Performers from Everyone Else – Geoff Colvin

Demonstrates that the best comes from implementing a system. Having a system allows you to focus on the right thing and do that work that is required. If you want to take yourself to an elite level, beyond just good, then read this book.

7. Book Yourself Solid: The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even If You Hate Marketing and Selling – Michael Port, Tim Sanders

You can’t survive in business without a steady flow of customers. Selling to people is the wrong approach, you instead need to attract them to your business. This book helps you achieve exactly that.

8. Profit First: A Simple System To Transform Any Business From A Cash-Eating Monster To A Money-Making Machine – Mike Michalowicz

Business is about making a profit. This then gives you the freedom to do what you want with that profit. This book helps you focus on profit and setting up systems to make the most of the profit you generate.

9. Barking Up the Wrong Tree – Eric Barker

Conventional wisdom does not always apply and in some case can actually be detrimental. Challenging what is taken for granted should be in the play book of everyone who wants to achieve at the highest level. Important lessons can be learned in the strangest places and form the strangest people. Have an open mind and you might be surprised at what you have believed to be bad in fact turns out to get just what you need.

10. Unbeatable Mind: Forge Resiliency and Mental Toughness to Succeed at an Elite Level – Mark Divine

Another mindset book. Business is not always going to be easy or take the intended route. This is when you need to have the determination to see your plans through to success. This book shows you how to develop the mental toughness to make this happen.

11. Mastery – Robert Green

Excellent read with lots of great strategies to take away. Excellence is not a talent it is a skill. That means that it takes hard work to achieve, but hard work is available to everyone, yet few choose the path. There is no secret to Excellence, it is something only time and effort will reward you with and iof you choose that path you’ll be one of the few.

12. Tools of Titans – Tim Ferriss

There are few books that take the learnings for so many exceptional people and puts them at your fingertips. This is one such book that packs a lot of business and life learnings between the covers.

13. Predictably Irrational: The Hidden Forces that Shape our Decisions – Dan Ariley

Although we like to think logic and rationality rule our world emotion is by far the more powerful influence. Understand this in the context of business and you are well on your way to understanding why people make the decisions they do and how to best profit from them.

14. Extreme Ownership – Jocko Willink and Lief Babin

Moving beyond blame is tough. This book illustrates the ownership of the problem and the environment is a key to success in the military or in business. It is a path few will elect to take voluntarily, however more may do so after reading this.

15. Peak Performance: Elevate your game, avoid burnout and thrive with the science of success – Brad Stulberg

Success is largely about developing a winning system. This book show you how to approach that pragmatically. If you want to see results use this book to help you build the system.

16. Blink: The Power of Thinking Without Thinking – Malcolm Gladwell

The older you get the more experience you get. This experience is aggregated in your ‘gut feel’. Trusting your ‘gut’ may not appear rational but this book will help you understand why it is in fact your best option in many cases. Again, take Gladwell’s examples with a grain of salt but the message is still relevant.

17. The Now Habit: A Strategic Program for Overcoming Procrastination and Enjoying Guilt-Free Play – Neil A. Fiore

Plenty of great productivity learnings in here that help you take action. It shows you how to focus on the right stuff in the right priority. Even if you are not a major procrastinator there is plenty in this book that you can take away.

18. The One Thing – Gary Keller

Multi-tasking is a myth. Focus is the key to success to bringing all your resources to bear in unison makes a hell of a lot of difference. Most people can’t do it, so those that can stand a much greater chance of success.

19. Deep Work – Cal Newport

Distractions are wasted energy and time that you’ll never get back. You’d be amazed at how distracting the modern world is. If you can minimise these distractions you can focus more and be far more productive.

20. The E-Myth – Michael Gerber

The classic on ‘procedurising’ your business and creating a structure that doesn’t need you to survive. The simple secrets inside this book can transform any business from hardship to joy.

Let me know what you think. Do these work for you? What’s your top business reads? I’d love to hear.

Some other business books that I read that may be worth considering:

– The Coming Wave: Technology, Power, and the Twenty-first Century’s Greatest Dilemma – Mustafa Suleyman

– AI Snake Oil: What Artificial Intelligence Can Do, What It Can’t, and How to Tell the Difference – Arvind Narayanan

Copilot pages not appearing in Edge inprivate

Here’s something weird. If I use Copilot with Edge inprivate I don’t see Copilot pages likes so:

Screenshot 2025-01-06 074334

and if I try again but this time in Teams, also within an Edge inprivate session:

Screenshot 2025-01-06 074453

but if I use the Teams desktop client I see Copilot pages:

Screenshot 2025-01-06 074632

I also see Copilot pages if I’m with a private session in another browser (here Brave):

Screenshot 2025-01-06 074835

and yet Edge in normal mode is fine:

Screenshot 2025-01-06 075045

I wonder what Edge is doing differently inprivate? For some reason, it seems that when I’m using Edge with inprivate I don’t see Copilot pages?

I’ll have to try a device that maybe isn’t locked down with Intuen to see if I get the same result.

My Business Apps 2025

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I remain a low volume mobile app user. I much prefer to access corporate data on a large screen with a full size keyboard I very selectively install apps on my device to try and keep them to a minimum. My limited use of apps on mobile devices is largely explained by ergonomic. Less is definitely more for me.

To see what I was using at the beginning of last year check out the article:

My Apps – 2024

My daily driver when it comes to a phone is an iPhone 12 Pro Max currently but I also have a Surface Duo 2 as a backup. The other device that I use apps on is my iPad mini.

My most used business apps on mobile devices over the last year were:

Outlook – for email access across multiple Microsoft 365 accounts secured via Intune.

Spotify on iOS to listen to all my podcasts.

Lastpass password manager and authenticator for general password management.

Microsoft Authenticator – I use this for a number of select web sites as well as Microsoft 365.

I have Microsoft Defender protecting all my devices including those running iOS and Android.

Car Play – Connects to my daily drive to provide the ability to listen to podcasts as well as use Waze for navigation.

OneNote – is a must on every device I own. Syncs all my notes to every device. Allows me to not only truly have my information everywhere I am but also capture information quickly and easily.

OneDrive – This mobile app now not only allows me to manage my Microsoft 365 files but it also incorporates the more advanced Office Lens technology that scans and uploads, documents, whiteboards, etc.

Tripview – One of the few apps that I have happily paid for. I use this to let me know the Sydney train schedule to help me get around when I need to negotiate the ‘real world’. Although not much travel is happening at the moment, this app is super handy for negotiating local public transport.

Qantas – Given the amount of interstate travel I generally do having all my business flight information is handy. It also has my boarding pass so I can remove the need for paper.

Audible – This app allows me to listen to my audio books where ever I am.

Amazon Kindle – If I don’t have access to my Kindle then I can still read my books. In my case that will most likely be on my iPad. I also use the Kindle app on the iPad when the ebook has a lot of images that sometime don’t display well or are too small for the Kindle device.

Of course I have all the social media apps, such as X, and Linkedin on my devices, although I will say that I’m not a big users of these apps at all. They are used occasionally but I really limit my usage of these apps which I find very distracting.

I also have all the Microsoft/Office 365 apps. The ones I use the most are probably To-Do, Outlook, SharePoint, OneDrive, and Teams, although Word and Excel also get used regularly. Just about every Microsoft Office 365 service has an app that you should have on your mobile device. On my Duo 2 I am also using Edge as the primary browser along with the new Edge Insider. I also have the Brave browser on my devices as I no longer use Chrome at all.

I’ve also added the Intune app to all my devices so they can be better managed.

I use the Signal messaging app for private conversations and groups that I am part of.

Some occasional ones I use include:

Get Pocket

Duolingo

– Uber

– Amazon music

I use the normal personal apps for things like Internet banking and so on.

One my iPad, which also serves as a personal entertainment device, I have the streaming services Youtube, Netflix and Amazon Prime Video. I also try apps regularly just to see what they do and whether they can benefit me. However, most don’t and summarily removed.

I will generally also update the apps on my mobile devices manually, so if there issues for some reason I know what has happened recently.

The above are my used apps across my various mobile devices. My aim to try and keep the apps standard across all the devices and as few as possible. I try and standardise on the Microsoft apps on all platforms and use these as much as possible. I certainly use a wide variety of apps on my devices by prefer the desktop versions if available.

CIA Brief 20250104

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Passkeys Authentication Across Platforms and Devices using Entra ID –

https://techcommunity.microsoft.com/blog/coreinfrastructureandsecurityblog/passkeys-authentication-across-platforms-and-devices-using-entra-id/4361075

Understanding the Evolving Threat of DDoS Attacks in 2024 –

https://techcommunity.microsoft.com/blog/azurenetworksecurityblog/understanding-the-evolving-threat-of-ddos-attacks-in-2024/4362031

The Golden Opportunity for American AI –

https://blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/

Share files and folders in Microsoft 365 –

https://www.youtube.com/watch?v=RbOkcOqlavw

Get ready for the new year with Microsoft 365 –

https://techcommunity.microsoft.com/blog/microsoft365insiderblog/get-ready-for-the-new-year-with-microsoft-365/4358415

Hyperscale ML threat intelligence for early detection & disruption –

https://techcommunity.microsoft.com/blog/microsoftthreatprotectionblog/hyperscale-ml-threat-intelligence-for-early-detection–disruption/4359763

After hours

Hunted From Above | Trailer – https://www.youtube.com/watch?v=1Ug0YGouHmY

Editorial

If you found this valuable, the I’d appreciate a ‘like’ or perhaps a donation at https://ko-fi.com/ciaops. This helps me know that people enjoy what I have created and provides resources to allow me to create more content. If you have any feedback or suggestions around this, I’m all ears. You can also find me via email director@ciaops.com and on X (Twitter) at https://www.twitter.com/directorcia.

If you want to be part of a dedicated Microsoft Cloud community with information and interactions daily, then consider becoming a CIAOPS Patron – www.ciaopspatron.com.

Watch out for the next CIA Brief next week

CIAOPS Need to Know Microsoft 365 Webinar – January

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Join me for the free monthly CIAOPS Need to Know webinar. Along with all the Microsoft Cloud news we’ll be taking a look at Data Protection in Microsoft 365 once again.

Shortly after registering you should receive an automated email from Microsoft Teams confirming your registration, including all the event details as well as a calendar invite.

You can register for the regular monthly webinar here:

January Webinar Registrations

(If you are having issues with the above link copy and paste – https://bit.ly/n2k2501)

The details are:

CIAOPS Need to Know Webinar – January 2025
Thursday 30th of January 2025
11.00am – 12.00am Sydney Time

All sessions are recorded and posted to the CIAOPS Academy.

The CIAOPS Need to Know Webinars are free to attend but if you want to receive the recording of the session you need to sign up as a CIAOPS patron which you can do here:

http://www.ciaopspatron.com

or purchase them individually at:

http://www.ciaopsacademy.com/

Also feel free at any stage to email me directly via director@ciaops.com with your webinar topic suggestions.

I’d also appreciate you sharing information about this webinar with anyone you feel may benefit from the session and I look forward to seeing you there.