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Stay in Charge of Your AI Agents: A Governance Baseline for Microsoft 365

Free eBook

Stay in Charge of Your AI Agents: A Governance Baseline for Microsoft 365

Your employees are already building agents that send email, open files, and reach your business data. Most have no owner, no policy, and no review. This free eBook gives you the governance baseline to fix that.

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16 pages. About 20 minutes to read.

  • 3 part framework

    Know it, Secure it, Govern it, applied across your Microsoft 365 environment

  • 3 maturity levels

    Place yourself as Exposed, Improving, or Governed across visibility, security, and management

  • 30 day plan

    One defined action for each of the first four weeks

When you onboard a new employee, you define what they can access, what they can create, and how their activity is monitored. Your AI agents do many of the same jobs. They draft and send emails. They open, move, and delete files. They reach the open internet and analyze business data. Most of them were created with none of the same controls.

That gap is where compliance and security risk lives.

AI agent governance is the practice of giving every AI agent a defined purpose, a named owner, scoped permissions, and a scheduled review, supported by inventory, telemetry, and policy controls. This eBook shows you how to put that in place using the Microsoft capabilities you may already license.

In May 2026, Microsoft reported 15x year over year growth in active agents across Microsoft 365 tenants. Governance has not kept pace.

Get the governance baseline

What you will be able to do after reading

  • Give a defensible answer to the question "how many agents do we have, and what can they touch?"
  • Draft an agent policy covering who can build agents, how much autonomy they get, what data they can reach, and who signs off
  • Place your organization honestly on the governance maturity curve
  • Work a prioritized 30 day plan: inventory in week one, risk triage in week two, audit and logging readiness in week three, your governance model in week four
  • Keep scaling agent adoption instead of pausing it
16 pages, instant access.
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Inside the AI agent governance framework

Why agents are not a malware problem

Agents are given access on purpose, because the business wants the work done. The risk starts when that access is broader than needed, the purpose drifts, the owner leaves, or the agent is manipulated into harmful action inside its permitted access. No tool can decide why an agent exists or who is accountable for it.

  • Know it.

    Build a trusted inventory of every agent and what it can reach, using Microsoft Purview DSPM for AI, Microsoft Agent 365, Microsoft Defender, Microsoft Entra, and Microsoft Intune. The eBook also covers the step most teams skip: asking employees what they have built and why.

  • Secure it.

    Configure telemetry across sign ins, data access, and agent behavior, then watch the signals that matter. The eBook lists them, from jailbreak attempts and embedded instructions in retrieved documents to agents operating outside their normal hours or reaching systems they were never provisioned for.

  • Govern it.

    Remediate SharePoint oversharing with Purview DSPM data risk assessments and SharePoint Advanced Management, then apply identity, least privilege access, risk based protection, and lifecycle governance to every agent you run.

Where does your organization sit today?

The eBook includes a maturity self assessment across visibility, security, and management.

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The full assessment is in the eBook. Download it to score all three rows.
  • Who this AI governance eBook is for

    CIOs, CISOs, IT directors, security and compliance leads, and Microsoft 365 administrators who are already seeing agents appear in their environment and need an answer before the next audit.

  • Why SoftwareOne

    SoftwareOne has deployed Copilot to more than 2,000 organizations across 70 countries and delivered licenses to more than 1.8 million active users. We have helped organizations worldwide assess, secure, and govern their AI agents.

Frequently asked questions

AI agent governance is the practice of giving every AI agent a defined purpose, a named owner, scoped permissions, and a scheduled review. It combines organizational policy with security, identity, and compliance controls, so agents are managed the same way you already manage the access rights of human workers.

Microsoft 365 E5 provides important foundational capabilities across Microsoft Purview, Defender, Entra, Intune, and SharePoint. It should not be assumed to deliver complete discovery, monitoring, and protection for every type of agent. Microsoft Agent 365 adds agent specific inventory, observability, governance, and security, and is included in Microsoft 365 E7.

Start with Microsoft Purview DSPM for AI for visibility into supported AI usage and data exposure. Microsoft Agent 365 provides a centralized registry for supported agents. Defender, Entra, and Intune add complementary visibility. Then ask employees directly, through a company wide email or an intranet poll, what they have built.

Agent activity can fall under the Digital Operational Resilience Act, the NIS2 Directive, the EU AI Act, and GDPR, particularly in Europe. Depending on the incident, the applicable regulation, and the jurisdiction, organizations may need to report incidents, support audits, and demonstrate the controls they had in place.

At least quarterly. Repeat the inventory to catch newly deployed agents, and reassess each existing agent's access to catch permissions drift, where an agent built for one purpose accumulates rights over time.

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Get the governance baseline

Know it, Secure it, Govern it, plus a maturity self assessment and a 30 day plan. Free, 16 pages, instant access.

Get the governance baseline

Know it, Secure it, Govern it, plus a maturity self assessment and a 30 day plan. Free, 16 pages, instant access.