Governance and security best practices overview

Effective governance and security are essential for managing Copilot agents across your enterprise. This section provides Copilot agent administrators, Copilot Studio Center of Excellence (COE) leads, and other stakeholders with best practices to ensure secure and efficient operations. It also highlights critical areas to consider when governing, securing, and monitoring Copilot agents.

Key areas of focus

This section is divided into the five key phases that Copilot Studio administrators and operations teams should focus on when developing their governance and security strategy.

The five phases are:

• Phase 1: Discovery and planning: Initial setup and alignment
• Phase 2: Architecture and design: Structural planning and security
• Phase 3: Build and integration: Development and configuration
• Phase 4: Testing, deployment, and launch: Validation and rollout
• Phase 5: Monitoring and optimization: Ongoing evaluation and improvement

Key Copilot configuration settings

This section also provides a list of key Copilot configuration settings that can be used to optimize governance and security across your organization.