End-to-End Configuration for Microsoft 365 Copilot and Copilot Studio Agents This playbook is built around a zone-based governance model: three risk tiers (Green, Yellow, Red) that scale control requirements to how an agent is actually used. The zone concept is…
What guests can reach, what agents can serve externally, and the documented limits TL;DR Two separate questions External access and Copilot intersect in two directions that get conflated in almost every client discussion. Keep them apart: Direction 1: Copilot grounding…
A response workflow built on the audit and eDiscovery stack from Posts 9 and 11 TL;DR The scenario this post covers A user reports that Copilot returned salary figures, a legal document, or another piece of content they did not…
Post 3: Audit, Monitoring, and Encryption for Copilot Studio How to audit Copilot Studio activities in Microsoft Purview, forward logs to Microsoft Sentinel, and configure customer-managed encryption keys. Why this post matters Posts 1 and 2 covered the controls that…
Post 2: Agent-Level Security Controls Runtime protection status, tool authentication, sensitivity labels in agent responses, and user authentication options for Copilot Studio agents. Why this post matters Post 1 covered the controls admins set before makers start building. This post…
Post 1: Admin Controls Before Makers Start Data policies, environment routing, the maker security warning, and governing autonomous agents, covering all the controls an admin needs to configure before anyone builds an agent. Why this post matters In large enterprises,…
What it is, what it does, how to get started, and why every organisation deploying AI agents needs it. The problem Agent 365 solves AI agents are spreading fast. Some were built by your IT team. Some were built by…
Post 13: Governing Copilot Agents How to control which agents are allowed, audit agent interactions, and apply retention and eDiscovery to agent-generated content. Why this post matters Agents are not just a feature. They act like apps. They can access…
Post 12: Programme Governance, Acceptable Use, and Operations How to structure Copilot governance as a running programme, define acceptable use, and build a measurable operations cadence. Why this post matters Governance is not a switch you flip at deployment and…
Post 11: eDiscovery for Copilot How to hold, search, review, and export Copilot-related content using Microsoft Purview eDiscovery. Why this post matters If your organisation receives a legal hold notice or a regulatory request for information, you need to be…
