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Secure and govern Microsoft 365 Copilot agents

Agents in Microsoft 365 are purpose-built to bring specialized skills and knowledge into Microsoft 365 Copilot. Embedded directly in Microsoft 365 Copilot Chat and the Microsoft 365 apps you use every day, these out-of-the-box agents take on unique roles to work alongside you and your team. This collaboration makes your work easier, keeps teams aligned, and helps accelerate decision-making to unlock faster business value.

For Copilot administrators, it can be overwhelming to know where to start. Existing administrators can also be unfamiliar with how some features can enhance their data security.

To address the need for shorter, actionable, and prescriptive guidance, you can use this deployment blueprint.

In this deployment blueprint, we provide a recommended approach to secure agents in Microsoft 365 utilizing Microsoft Purview, from grounding data to interactions.

The blueprint breaks the deployment into four phases:

  • Discover risks and identify gaps

  • Protect sensitive info in grounding data

  • Protect interactions against data loss and insider risks

  • Govern interactions

The blueprint provides:

  • An overview of Purview

  • Problem summary of why we need to secure agents in Microsoft 365

  • A recommended, staged approach to secure agents in Microsoft 365

  • Detailed guidance for using the features in Purview to secure agents in Microsoft 365, from grounding data to interactions.

Download the blueprint and documentation

Deployment model Description
The image shows the deployment model to secure and govern Microsoft 365 Copilot agents with Microsoft Purview in four phases, the first phase is to discover the risks and identify gaps, the second is to protect the grounding data, the third is to protect the interactions, and finally the fourth phase is to govern the interactions Use this deployment model to assist organizations in securing Copilot agents.

This model includes
  • Blueprint with high level activities and presentation in PPTX and PDF

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