Mastering Agent Governance in Microsoft 365
The "Mastering Agent Governance in Microsoft 365" series is based on the Administering and Governing Agents whitepaper published by Microsoft and designed to educate IT leaders, compliance officers, and decision-makers about the importance of governance for AI agents in Microsoft 365, particularly in highly regulated industries like Healthcare and Life Sciences (HLS). The six-episode series cover the growing role of agents, the risks of unmanaged agents, and the strategic importance of governance frameworks. Empowering innovation while protecting patient data and ensuring compliance In the age of AI-powered productivity, agents—automated digital assistants built with tools like Microsoft 365 Copilot, SharePoint, and Copilot Studio—are transforming how work gets done. From streamlining clinical documentation to automating regulatory reporting, agents are becoming indispensable in Healthcare and Life Sciences (HLS). But with great power comes great responsibility. Why Governance Can’t Be an Afterthought In highly regulated industries like HLS, where data sensitivity and compliance are paramount, the rise of autonomous agents introduces new risks: Unauthorized data access could expose protected health information (PHI). Unmonitored agent behavior could lead to regulatory violations. Lack of lifecycle controls could result in outdated or insecure agents operating in production environments. Agent governance isn’t just an IT concern—it’s a business imperative. It ensures that innovation doesn’t outpace compliance, and that every agent deployed aligns with organizational policies, security standards, and regulatory frameworks like HIPAA, GDPR, and FDA 21 CFR Part 11. Understanding the Agent Landscape Microsoft 365 supports a spectrum of agent creators: End Users using SharePoint or Copilot templates to automate simple tasks. Makers building more complex agents in Copilot Studio. Developers crafting sophisticated, enterprise-grade agents with Azure AI and Teams Toolkit. Each persona requires a different level of oversight. For example, a clinical researcher using SharePoint to build a data retrieval agent may need minimal governance, while a developer building a patient-facing chatbot must adhere to strict data protection and validation protocols. Governance in Action Microsoft provides a layered governance model: Tool Controls: Define what agent creators can do within tools like Copilot Studio and SharePoint. Content Controls: Ensure agents only access data they’re authorized to use, leveraging Microsoft Purview for sensitivity labeling and DLP. Agent Management: Monitor usage, enforce lifecycle policies, and block non-compliant agents via the Microsoft 365 Admin Center. This framework allows organizations to empower innovation while maintaining control—critical in environments where patient safety and regulatory compliance are non-negotiable. The Business Case for Governance For HLS organizations, agent governance delivers tangible benefits: Reduced compliance risk through proactive policy enforcement. Improved operational efficiency by enabling safe automation. Greater trust from patients, regulators, and internal stakeholders. In short, governance is the foundation that allows agents to scale safely and sustainably.Three SharePoint customers bolster their intranets with AI and design
Three SharePoint customers - Amey, Takeda, and Avanade - bolster their intranets with AI and design. Hear how they are using SharePoint to bolster employee engagement, creating agents to help save time, and ensure the design of their sites and portals increases user adoption.Upcoming June 2025 Microsoft 365 Champion Community Call
Join our next community call on June 24, 2025, where learn more about SharePoint agents, agent governance, and the Get Stuff Done campaign with Karuana Gatimu. Our community calls are now in the Teams webinar format, which means you must register to ensure you will be able to join the call when it starts. An on-demand recording will still be available on our Driving Adoption > Events pages, as well as on our Microsoft Community Learning YouTube channel. The calls will still start at 5 minutes past the hour for both sessions (at 8:05 AM and 5:05 PM PT), and it will still end at the top of the hour (9:00 AM and 6:00 PM PT, respectively). The registration links for both sessions are below. Once you register, you will receive an email confirmation and calendar invite with the event join link. https://aka.ms/M365ChampionCallAM https://aka.ms/M365ChampionCallPM Since our calls are open to everyone, you must be a member of the Microsoft 365 Champion Program in order to access the presentation materials - the access link is in the initial welcome email and the monthly newsletter emails sent the week before the community calls. If you have not yet joined our Champion community, sign up here to get access to the monthly newsletters, calendar invites, and program assets (e.g., the presentations).Microsoft 365 Champion community call | June 2025 | AM
Join our next community call on June 24, 2025, to learn more about SharePoint agents, agent governance, and the Get Stuff Done campaign with Karuana Gatimu. Host: Tiffany Lee Guest: Karuana Gatimu Moderator: Jessie Hwang 📢 NOTE: our community call format has changed to using Teams webinars to enable more dynamic discussions! Join link is still the same but you must register to be able to join the call when it starts: https://aka.ms/M365ChampionCallAM ⏰ 🗨️ Each call includes an open Q&A discussion section, where you'll have a chance to ask your questions about Microsoft 365. 👋 Join the Microsoft 365 Champion program today! Champions combine technical acumen with people skills to drive meaningful change. Our community calls are open to everyone but only Champions have access to the presentation resources (access link in the initial welcome email and in the monthly newsletters). Join now: https://aka.ms/M365Champions. Note: If you are unable to watch the recording on YouTube, try watching it here.Microsoft 365 Champion community call | June 2025 | PM
Join our next community call on June 24, 2025, to learn more about SharePoint agents, agent governance, and the Get Stuff Done campaign with Karuana Gatimu. Host: Tiffany Lee Guest: Karuana Gatimu Moderator: Jessie Hwang 📢 NOTE: our community call format has changed to using Teams webinars to enable more dynamic discussions! Join link is still the same but you must register to be able to join the call when it starts: https://aka.ms/M365ChampionCallPM ⏰ 🗨️ Each call includes an open Q&A discussion section, where you'll have a chance to ask your questions about Microsoft 365. 👋 Join the Microsoft 365 Champion program today! Champions combine technical acumen with people skills to drive meaningful change. Our community calls are open to everyone but only Champions have access to the presentation resources (access link in the initial welcome email and in the monthly newsletters). Join now: https://aka.ms/M365Champions. Note: If you are unable to watch the recording on YouTube, try watching it here.
