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Get ready to scale agents: the M365 enterprise agent readiness checklist

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Microsoft 365 E7

Are you ready to scale AI agents safely?

As organisations move from AI experimentation to agents that act across business processes, execution risk rises sharply. This 10-point checklist helps you build the guardrails, operating model and controls to scale agents safely on Microsoft 365 E7.

✓ A 10-point checklist to scale agents with confidence
✓ The guardrails to set before sprawl, cost shock or governance debt take hold
✓ How Microsoft 365 E7 and Agent 365 give you identity, control and visibility
Why now: agents act autonomously with assigned identity and broad data access. Without controls, they introduce unmanaged access, cost sprawl and audit exposure.

What you will find inside

A practical self-check you can work through with your team. Here is a taste.

  • Set the guardrails:
    Control access and identity

    Policies for who can create and deploy agents, with an identity for every agent.

  • Stay in control:
    Visibility and cost

    See every agent in one place, watch for suspicious activity, and keep licence costs in check.

  • Prove the value:
    Audit ready and measured

    Keep the logs auditors expect, and track agent ROI with real numbers.

How to use the checklist

This is a working self-check, not just a read. Here is how teams put it to work.

✓ Score yourself against all 10 points ✓ Set policies for who can create and deploy agents
✓ Give every agent an identity and clean your data ✓ Stand up a single control tower with Microsoft Agent 365
✓ Get audit ready and track agent ROI ✓ Talk to SoftwareOne about a governed agent operating model

  • 1.8M+

    Copilot users supported

  • 2K+

    Copilot engagements delivered

  • Specialist

    Microsoft Copilot Specialisation

  • Managed

    Services to sustain value

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Get ready to scale agents safely

Work through the 10-point checklist and build a governed foundation on Microsoft 365 E7.

Get the checklist

Get ready to scale agents safely

Work through the 10-point checklist and build a governed foundation on Microsoft 365 E7.