GDPR Template Pack for Microsoft 365 & Copilot

€249,00
€249,00

Deploying Microsoft Copilot? Then your data protection documentation should be up to par too.
This B2B Privacy Template Package provides coordinated, ready-to-edit resources for supporting the data protection aspects of Microsoft 365 and Microsoft Copilot.
The package guides businesses, IT, and data protection teams through the most important steps in a practical way, without turning it into an unnecessarily complex compliance project.

Templates Included

00 – User Notice
A brief overview of the structure, use, and customization of the templates.
01 – Microsoft 365 & Copilot Project Quick Checklist
Clearly track project status, responsibilities, evidence, and open items.
02 – Microsoft 365/Copilot Usage Record
Systematically record services, user groups, departments, use cases, sensitive data, and extensions.
03 – IT Confirmation Sheet
Have IT document the technical conditions relevant to data protection without turning it into a full IT security audit.
04 – Microsoft 365 & Copilot Record of Processing Activities – Excel
Pre-prepared processing activities for Outlook/Exchange, SharePoint, OneDrive, Teams, Office, Forms, Bookings, Power Automate, Copilot, Agents/Connectors, and Audit, among others.
05 – Threshold Analysis & Microsoft Copilot DPIA
A threshold analysis under Article 35 of the GDPR and a directly following data protection impact assessment or voluntary in-depth risk assessment in a single document.
06 – Microsoft Copilot Employee Training
A compact template covering permitted use, data protection, sensitive data, result verification, human responsibility, and reporting procedures.

Ideal for

  • SMEs
  • Data protection officers
  • IT managers
  • Data protection coordinators
  • Compliance officers
  • Consulting firms

How the package works

Record → technically verify → document → assess risk → inform employees → complete.
The division of labor remains clear:
  • Business: define usage and use cases
  • IT: confirm technical conditions
  • Data protection: conduct GDPR documentation and risk assessment

File formats

✔ editable Word templates
✔ editable Excel template
✔ directly customizable
✔ coordinated project workflow

Note

The documents are non-binding samples and resources and must be adapted to the actual organization, Microsoft environment, products and licenses used, types of data, legal bases, and usage scenarios.
The package does not replace an individual legal, data protection, or technical review.
B2B Privacy: document data protection practically instead of making it unnecessarily complicated.

The Basic Package contains proven templates, samples, and documents for the most important data protection requirements in retail.

Instead of starting from scratch, use ready-to-use Word templates that can be easily adapted to your business.

In addition, our free AI data protection assistant will help you with questions about practical application.

No empty templates from the internet.

Our documents have been developed for practical use in small and medium-sized organizations.

Simply download, customize, and start using them right away.

Ready-to-use templates
GDPR explained in simple terms
Available digitally right away
Keeping an eye on data protection processes
Field-tested content
Keep an eye on digital processes
Our Strengths

Reliable data protection – clear, practical, and personal

Customized solutions

We tailor our services to your specific requirements – for legally compliant data protection that fits your company.

Fast response times

For data protection inquiries, contact with authorities, or incidents, we are quickly available to you – by email and phone.

Transparent costs

Fixed monthly costs, cancellable on a monthly basis – professional data protection without hidden fees or surprises.

Data privacy in everyday life

GDPR support that fits your business

Whether for an SME, skilled craft business, retailer, or association: an external data protection officer helps you to interpret data protection obligations in a clear way and integrate appropriate measures into your everyday work. This gives you guidance and allows you to focus on your day-to-day business.

Everyday support

You will receive clear guidance on data protection issues and support in identifying the appropriate next steps for your business.

Classify GDPR obligations

Together, we will examine which data protection requirements are relevant to your organization and how you can address them in practice.

Relief for your team

With a clear point of contact for data protection issues, you can maintain an overview and structure tasks within your team more effectively.

GDPR Compliance & Data Security

Protect personal data with clear data protection processes, documented consent, and reliable security measures. Our solutions support you in implementing the requirements of the General Data Protection Regulation efficiently and transparently.
Discover data protection solutions

Safely avoid data breaches

Prepare your company for data breaches and statutory reporting requirements. With Data Protection Impact Assessments (DPIA) as well as the principles of Privacy by Design and Privacy by Default, you can integrate data protection into your products and processes at an early stage and on a long-term basis.
Reduce data protection risks

Data Subject Rights & Data Protection Organization

Structure your data protection organization with an up-to-date record of processing activities, clear responsibilities for the data protection officer, and transparent processes for exercising data subject rights. Our solutions support you with legally compliant data processing agreements as well as the implementation of technical and organizational measures (TOMs).
Optimizing GDPR processes

GDPR compliance made easy

Implement the General Data Protection Regulation securely and efficiently – with legally compliant solutions for your company's data protection. Establish clear processes, reduce risks, and strengthen your customers' trust.
Discover legally compliant solutions
About us

Why Privacy-Direkt

We help small and medium-sized enterprises to use the GDPR not as a burden, but as a signal of trust – for more customers, better rankings, and legal certainty.

Immediately usable
We understand the requirements of trades, businesses, and associations from daily practice.
Clearly explained
We translate GDPR requirements into clear, practical processes – without the legalese.
Close collaboration
We work closely with you and tailor solutions to your business.
Focus on your business
Your success and your satisfaction are at the heart of our work.
How it works