Week 1-2
Assessment
- Evaluate Copilot usage, data risks, and permissions
- Define governance roadmap
Microsoft 365 Copilot Governance
From unmanaged usage to controlled, enterprise‑ready scale
Get in touch now!Implementing AI & Agent Governance in Practice
Discovery & Assessment
- Identify Copilot usage and agent exposure
- Inventory agents and environments
- Assess data and compliance risks
Governance Design
- Define Copilot boundaries and guardrails
- Establish agent ownership and lifecycle rules
- Plan DEV / TEST / PROD strategy
Platform & Controls
- Configure Copilot Studio governance
- Deploy SharePoint Advanced Management (SAM)
- Apply Purview DLP & Information Protection
- Implement Agent 365 control plane
Monitoring & Cost Control
- Track agent usage and consumption
- Define cost thresholds
- Enable auditing and reporting
Operational Governance
- Define governance ownership
- Establish runbooks and processes
- Prepare for enterprise scale
12-Week AI Governance Engagement
Operational AI governance framework for Microsoft 365 Copilot
Week 3-4
SAM - SharePoint
Advanced Management
Advanced Management
- Control oversharing & permissions
- Strengthen content access governance
Week 5-6
DLP - Purview
- Configure Copilot Studio and Power Platform governance
- Deploy SharePoint Advanced Management (SAM) for content access and lifecycle controls
Week 7-8
Purview - Copilot
- Enable activity monitoring & auditing
- Align compliance for Copilot usage
Week 9-10
Agent 365
- Centralized AI agent inventory
- Governance & lifecycle control
Week 11-12
M365 Admin Center
- Agent store & access configuration
- Staged rollout controls
Week 1-2
Assessment
- Evaluate Copilot usage, data risks, and permissions
- Define governance roadmap
Week 3-4
SAM - SharePoint
Advanced Management
Advanced Management
- Control oversharing & permissions
- Strengthen content access governance
Week 5-6
DLP - Purview
- Configure Copilot Studio and Power Platform governance
- Deploy SharePoint Advanced Management (SAM) for content access and lifecycle controls
Week 7-8
Purview - Copilot
- Enable activity monitoring & auditing
- Align compliance for Copilot usage
Week 9-10
Agent 365
- Centralized AI agent inventory
- Governance & lifecycle control
Week 11-12
M365 Admin Center
- Agent store & access configuration
- Staged rollout controls
Manage agents available in the Agent Store
Agent management in M365 admin center provides businesses with tools to manage agents for M365 Copilot, ensuring you have visibility and control over agents inside Agent Store
Agent Inventory
View all agents-store, Microsoft, external, & shared-with rich metadata like capabilities, data sources, & custom actions.
Lifecycle Management
Transfer ownership, monitor usage & enforce governance policies across the agent spectrum-from end-user-created to IT-managed agents.
Access Controls
Scope agent availability by user or group, block or delete agents, and manage ownerless agents to ensure continuity.
Staged Rollouts
Control agent visibility and deployment pace across the org.
Agent Inventory
View all agents-store, Microsoft, external, & shared-with rich metadata like capabilities, data sources, & custom actions.
Governance Control Hub
Manage who can access agents
IT Admins can decide to enable agents for all users or specific groups
Get agent details via Graph APIs
Inventory API
Get/Admin/PackageThe Inventory API provides a comprehensive list of agents & apps with advanced filtering & high-level metadata.
Details API
GET/admin/package/{id}The Details API offers granular metadata for specific agents and apps, including all the attributes from the manifest.
Agent usage detailed reports
Agent Usage & Adoption Insights
Granular visibility into how agents are used across your organization
Usage visibility across users
Track active usage across licensed and unlicensed users.
Creator and agent segmentation
Understand adoption by agent origin — user, org, Microsoft, or partner.
Detailed, export-ready reporting
Access line-level usage data with CSV export support.
Manage Copilot Studio agents built by your organization
How to submit & publish to Agent Store
Go to the Channel page for your agent and select the Microsoft 365 Copilot & Teams channel. Then turn on Microsoft 365 Copilot in the pop out window.
Choose Show to everyone in my org as the availability option before clicking Submit for admin approval.
Once approved, your agent will appear under All agents > Built by your org in the Agent Store. If your agent was rejected, you can make changes to the agent & resubmit to your admin.
Integrated Governance for Copilot & AI Agents
AI governance is layered - content governance, data protection, policy enforcement, and agent management must work holistically.
SharePoint Advanced Management
SharePoint Advanced Management (SAM) ensures content is governed before agents act on it.
Agent 365
Agent 365 provides a centralized control plane for all AI agents.
Purview DLP
Purview DLP enforces sensitive data protection during AI interactions and prevents leakage.
Purview Information Protection
Works with Purview Information Protection to ensure agent interactions follow data classification policies.
SharePoint Advanced Management
SharePoint Advanced Management (SAM) ensures content is governed before agents act on it.
Agent 365
Agent 365 provides a centralized control plane for all AI agents.
Purview DLP
Purview DLP enforces sensitive data protection during AI interactions and prevents leakage.
Purview Information Protection
Works with Purview Information Protection to ensure agent interactions follow data classification policies.
Business Outcomes Enabled by Integrated AI Governance
Integrated governance ensures compliance, minimizes risk, and enables confident, scalable AI usage.
Risk & Compliance
Sensitive data is protected by DLP policies across Copilot and agent interactions- Visibility into data classification and policy enforcement with Purview
- Controlled content access via SAM to prevent oversharing
Operational Control
- Agent inventory and lifecycle managed via Agent 365
- Audit trails for Copilot and AI interactions
Cost Predictability
- Controlled message consumption and spend patterns
- Architecture decisions that align cost with usage scenarios
Enablement at Scale
- Safe expansion of AI use across teams
- Governed automation that accelerates productivity
Strategic Readiness
- Prepared for agent-to-agent workflows and future AI growth
- Foundation for enterprise extensibility and scale
Governance Delivery Model - AI Pods
Governance engagements are delivered using a dedicated AI Pod, ensuring consistent control across Copilot usage, data protection, and AI agents.
AI Pod Composition
Program Manager
Drives governance planning, stakeholder alignment, operating model definition & adoption of governance controls
Copilot Architect
Designs the AI governance framework, agent control model, and alignment across Copilot, Agent 365 & extensibility.
M365 Security Administrators (2)
Implement & configure governance controls across Microsoft 365, including Purview, DLP, Defender & SharePoint Advanced Management.
Engagement Model
Fixed-scope, outcome-driven governance implementation
Focused on AI usage control, agent governance & operational readiness
Designed to transition governance ownership to internal teams
Cost
Engagement Cost: $15,000
(Final cost varies based on scope, tenant complexity & governance depth)
Our Certifications
As a Microsoft Solutions Partner, we’ve earned recognition for our proficiency in delivering high-quality Microsoft 365 services. Here’s a glimpse of our certifications:
Our Testimonials
Kenen Peters
Senior Consulting Partner
Syneos Health
I engaged Penthara’s services on a mission critical, multi-year, multi-million dollar, domain consolidation project. Jasjit is a Microsoft MVP and so far as I am concerned so are his entire roster of experts. They have helped us far beyond the SharePoint work that we initially engaged them for.
Establish Copilot Governance
Put the right controls in place to ensure Copilot usage remains secure, compliant, and enterprise‑ready at scale.
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