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Copy file name to clipboardExpand all lines: copilot/agent-essentials/agent-essentials-overview.md
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title: Microsoft 365 Copilot Agent Management Essentials
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title: Agent Management Essentials for Microsoft 365
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f1.keywords:
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ms.author: erikre
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author: ErikRe
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manager: dansimp
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ms.date: 12/02/2025
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ms.date: 03/12/2026
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ms.update-cycle: 180-days
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audience: Admin
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ms.topic: concept-article
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ms.collection:
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- m365copilot
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description: Learn about the Microsoft 365 Copilot Agent Management Essentials.
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description: Learn about the Agent Management Essentials for Microsoft 365.
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---
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# Microsoft 365 Copilot Agent Management Essentials
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# Agent Management Essentials for Microsoft 365
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The guidance provided within this set of content has been designed to help you view, manage, create, protect, and understand all aspects of Microsoft 365 Copilot agents.
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The guidance provided within this set of content has been designed to help you view, manage, create, protect, and understand all aspects of agents in Microsoft 365.
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Key aspects of this content include the following topics:
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-[Prerequisites](agent-prerequisites.md) - Understand licensing requirements, admin permissions, and access controls.
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-[Blueprint](m365-agents-blueprint.md) - Understand how to enable Microsoft 365 Copilot at scale.
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-[Checklist](m365-agents-checklist.md) - Understand how to successfully implement and deploy Copilot agent governance.
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-[Visual Guide](m365-agents-visual-map.md) - Follow the guided management paths and links to better understand Copilot agents.
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-[Admin Guide](m365-agents-admin-guide.md) - Understand where to start when working with Microsoft 365 Copilot agents.
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-[FAQ](m365-agents-faq.md) - Answers to common questions about Microsoft 365 Copilot agents.
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-[Checklist](m365-agents-checklist.md) - Understand how to successfully implement and deploy agent governance.
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-[Visual Guide](m365-agents-visual-map.md) - Follow the guided management paths and links to better understand agents.
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-[Admin Guide](m365-agents-admin-guide.md) - Understand where to start when working with agents in Microsoft 365.
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-[FAQ](m365-agents-faq.md) - Answers to common questions about agents in Microsoft 365.
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> [!NOTE]
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> Microsoft Agent 365 is the control plane for AI agents, empowering your organization to confidently deploy, govern, and manage all your agents at scale, regardless of where these agents are built or acquired. For more information, see [Overview of Microsoft Agent 365](/microsoft-agent-365/overview) and [Microsoft Agent 365 documentation](/microsoft-agent-365/).
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Microsoft applies a multi-layered, defense-in-depth strategy to secure Microsoft 365 Copilot at every level, grounded in enterprise security, privacy, and compliance standards. Each aspect of this foundation forms a safer digital ecosystem for you and your organization to confidently adopt AI features and tools.
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Copilot agents use this foundation as part of Copilot's AI [infrastructure](/copilot/microsoft-365/microsoft-365-copilot-architecture), [model](/microsoft-copilot-studio/nlu-gpt-overview), and [orchestrator](/microsoft-365-copilot/extensibility/orchestrator), which means Copilot agents adhere to the security, privacy, and compliance that is provided by Microsoft 365 Copilot.
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Agents use this foundation as part of Copilot's AI [infrastructure](/copilot/microsoft-365/microsoft-365-copilot-architecture), [model](/microsoft-copilot-studio/nlu-gpt-overview), and [orchestrator](/microsoft-365-copilot/extensibility/orchestrator), which means agents adhere to the security, privacy, and compliance that is provided by Microsoft 365 Copilot.
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> [!NOTE]
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> Your organization's data is maintained within the Microsoft 365 service boundary within your tenant. For more information, see [Microsoft 365 Copilot architecture and how it works](/copilot/microsoft-365/microsoft-365-copilot-architecture).
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Copilot and Copilot agents only access data that [individual users are authorized to access](/copilot/microsoft-365/microsoft-365-copilot-architecture#user-access-and-data-privacy) and don't access data that the user don't have permission to access. In addition, Copilot and Copilot agents honors [Conditional Access policies and multifactor authentication (MFA) based on Microsoft Entra ID](/copilot/microsoft-365/microsoft-365-copilot-architecture#copilot-honors-conditional-access-and-mfa).
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Copilot and agents only access data that [individual users are authorized to access](/copilot/microsoft-365/microsoft-365-copilot-architecture#user-access-and-data-privacy) and don't access data that the user don't have permission to access. In addition, Copilot and agents honors [Conditional Access policies and multifactor authentication (MFA) based on Microsoft Entra ID](/copilot/microsoft-365/microsoft-365-copilot-architecture#copilot-honors-conditional-access-and-mfa).
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When you integrate your business workflows as agents for Copilot, your internal data stays within your agent. That data doesn't flow out of [Microsoft Graph](/graph/overview) and it isn't used to train Microsoft 365 Copilot [LLMs](https://azure.microsoft.com/resources/cloud-computing-dictionary/what-are-large-language-models-llms). Copilot does, however, generate a search query to send to your agent on the user's behalf based on their prompt and conversation history with Copilot and data the user has access to in Microsoft 365.
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## Zero Trust
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To prepare your Microsoft 365 environment for Copilot and Copilot agents, you should apply the principles of Zero Trust to your tenant. The seven layers of protection encompassing [Zero Trust](/security/zero-trust/copilots/zero-trust-microsoft-365-copilot?toc=%2Fcopilot%2Fmicrosoft-365%2Ftoc.json&bc=%2Fcopilot%2Fmicrosoft-365%2Fbreadcrumb%2Ftoc.json#whats-in-this-article) are the following:
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To prepare your Microsoft 365 environment for Copilot and agents, you should apply the principles of Zero Trust to your tenant. The seven layers of protection encompassing [Zero Trust](/security/zero-trust/copilots/zero-trust-microsoft-365-copilot?toc=%2Fcopilot%2Fmicrosoft-365%2Ftoc.json&bc=%2Fcopilot%2Fmicrosoft-365%2Fbreadcrumb%2Ftoc.json#whats-in-this-article) are the following:
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1. Data protection
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2. Identity and access
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## RAI
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Copilot agents follow the Responsible AI (RAI) requirements included with Microsoft 365. Microsoft is committed to ensuring that our AI systems are guided by our [AI principles](https://www.microsoft.com/ai/principles-and-approach/) and [Responsible AI Standard](https://www.microsoft.com/ai/responsible-ai). These principles include empowering our customers to use these systems effectively and in line with their intended uses. Our approach to responsible AI is continually evolving to address emerging issues proactively.
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Agents follow the Responsible AI (RAI) requirements included with Microsoft 365. Microsoft is committed to ensuring that our AI systems are guided by our [AI principles](https://www.microsoft.com/ai/principles-and-approach/) and [Responsible AI Standard](https://www.microsoft.com/ai/responsible-ai). These principles include empowering our customers to use these systems effectively and in line with their intended uses. Our approach to responsible AI is continually evolving to address emerging issues proactively.
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RAI principles include the following principles:
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## Protect organizational data
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Microsoft 365 Copilot works with different Microsoft services to help you protect your organization's data. When you're ready to deploy Copilot agents within your organization, you should consider Microsoft's recommended approach to address oversharing concerns. This approach provides the pilot, deploy, and operate phases to consider when deploying Copilot and Copilot agents. Each phase consists of activities, outcomes, and expected effort needed. For more information, see [Address oversharing concerns in Microsoft 365 Copilot deployment blueprint](/copilot/microsoft-365/microsoft-365-copilot-blueprint-oversharing).
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Microsoft 365 Copilot works with different Microsoft services to help you protect your organization's data. When you're ready to deploy agents within your organization, you should consider Microsoft's recommended approach to address oversharing concerns. This approach provides the pilot, deploy, and operate phases to consider when deploying Copilot and agents. Each phase consists of activities, outcomes, and expected effort needed. For more information, see [Prevent oversharing in Microsoft 365 Copilot: deployment blueprint](/copilot/microsoft-365/microsoft-365-copilot-blueprint-oversharing).
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In addition, Microsoft provides SharePoint Advance Management and Microsoft Purview to address oversharing. SharePoint Advance Management provides SharePoint site management and content governance capabilities. Microsoft Purview provides security, compliance, and governance across data and files.
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title: Submit Microsoft 365 Copilot agents to the Microsoft Commercial Marketplace
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title: Submit agents to the Microsoft Commercial Marketplace
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description: Learn how to submit Microsoft 365 Copilot agents to the Microsoft Commercial Marketplace.
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description: Learn how to submit agents to the Microsoft Commercial Marketplace.
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# Submit Microsoft 365 Copilot agents to the Microsoft Commercial Marketplace
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# Submit agents to the Microsoft Commercial Marketplace
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The Microsoft commercial marketplace is a platform that enables customers to discover, purchase, and deploy cutting-edge cloud solutions and services tailored to drive their business outcomes.
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ms.date: 11/12/2025
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description: Learn about prerequisites for Microsoft 365 Copilot agent governance.
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# Prerequisites for managing Microsoft 365 Copilot agents
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# Prerequisites for managing agents in Microsoft 365
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Organizations typically deploy a combination of Microsoft 365 Copilot Chat and Microsoft 365 Copilot. Before you get started, it's important to understand the differences between these two offerings and the licensing involved when deploying and using agents. Agents allow you and your end users to extend Copilot’s knowledge, automate complex workflows, and deliver tailored user experiences.
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title: Microsoft 365 Copilot agents admin guide
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title: Agents admin guide for Microsoft 365
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description: Learn about administering and deploying Microsoft 365 Copilot agents.
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description: Learn about administering and deploying agents in Microsoft 365.
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# Microsoft 365 Copilot agents admin guide
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# Agents admin guide for Microsoft 365
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When you add [Microsoft 365 Copilot](/copilot/microsoft-365/microsoft-365-copilot-overview) to your qualifying Microsoft 365 for business subscription, you provide generative AI capabilities to your organization. With these capabilities, you help enhance your organization’s productivity, improve accuracy, and provide personalized assistance.
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### Understand available agent options
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To best understand your overall Copilot deployment, you must understand the options available for Copilot agents. Different agent capabilities are available based on whether you choose to deploy Microsoft 365 Copilot Chat without usage billing, deploy Microsoft 365 Copilot Chat with usage billing, or deploy Microsoft 365 Copilot.
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To best understand your overall Copilot deployment, you must understand the options available for agents. Different agent capabilities are available based on whether you choose to deploy Microsoft 365 Copilot Chat without usage billing, deploy Microsoft 365 Copilot Chat with usage billing, or deploy Microsoft 365 Copilot.
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> [!NOTE]
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> Agents that access shared tenant data, such as SharePoint or Graph Connector content, are billed based on metered consumption. Agents utilizing metered consumption are off by default for users in Microsoft 365 Copilot Chat.
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Copilot agent governance refers to managing agents across your organization using policies, settings, and actions. You can create policies to globally maintain appropriate access to agents, and use administration settings and controls to approve, publish, deploy, remove, and block agents for your organization. By effectively managing Copilot agents, you can help protect and secure the agents and data that your organization uses in a responsible and compliant approach.
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For more information related to agent governance, see the following resources:
-[Agents deployment blueprint for Microsoft 365](m365-agents-blueprint.md)
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-[Agents visual guide for Microsoft 365](m365-agents-visual-map.md)
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-[Agents deployment checklist for Microsoft 365](m365-agents-checklist.md)
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-[What governance or controls are available for agents?](m365-agents-faq.md#what-governance-or-controls-are-available-for-agents)
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-[Governance and security best practices overview](/microsoft-copilot-studio/guidance/sec-gov-intro)
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- Copilot actions pertaining to available functionality and use
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- Additional settings about how Copilot can be used
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For Microsoft 365 Copilot agents, you can specifically control how members of your organization can create and use agents.
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For agents in Microsoft 365, you can specifically control how members of your organization can create and use agents.
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> [!TIP]
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> The Microsoft 365 admin center provides Microsoft 365 Copilot [deployment guides and assistance](https://admin.microsoft.com/adminportal/home?Q=ADG#/setupguidance). Consider following the extensibility guide, see [Get started with Microsoft 365 Copilot extensibility](https://admin.microsoft.com/adminportal/home?Q=ADG#/modernonboarding/copilotextensibility).
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title: Microsoft 365 Copilot agents deployment blueprint
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title: Agents deployment blueprint for Microsoft 365
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description: View the agents deployment blueprint for Microsoft 365.
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# Microsoft 365 Copilot agents deployment blueprint
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# Agents deployment blueprint for Microsoft 365
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This deployment blueprint helps you enable agents in [Microsoft 365 Copilot](/copilot/microsoft-365/microsoft-365-copilot-overview) at scale, while ensuring data security and governance, managing access and costs, and measuring adoption and impact.
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> [!NOTE]
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> This blueprint is scoped primarily to agents created in the [Agent Builder](/microsoft-365-copilot/extensibility/copilot-studio-experience) experience using the Microsoft 365 Copilot app.
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The primary challenges when enabling Microsoft 365 Copilot agents include the following:
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The primary challenges when enabling agents in Microsoft 365 include the following:
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-**Security and governance concerns** - Your organization can address oversharing, data protection, and compliance risks by implementing robust security and governance controls to safely enable agents in Microsoft 365 Copilot.
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-**Deployment complexity** - Agents in Microsoft 365 Copilot introduce new admin tools and processes. This guidance can help address user enablement and cost management complexity.
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-**Visibility and impact gaps** - By reviewing and acting on agent data, you can better measure success. Agent data can also provide usage to manage costs and help assess business value.
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- Management controls
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- Measurement and reporting
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-blue-print/m365-agents-blue-print.png" alt-text="Diagram that shows the agent deployment blueprint for Microsoft 365 Copilot." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-blue-print/m365-agents-blue-print.png":::
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:::image type="content" source="/copilot/microsoft-365/agent-essentials/media/m365-agents-blue-print/m365-agents-blue-print.png" alt-text="Diagram that shows the agents deployment blueprint for Microsoft 365 Copilot." lightbox="/copilot/microsoft-365/agent-essentials/media/m365-agents-blue-print/m365-agents-blue-print.png":::
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## Download the blueprint and documentation
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-[Governance and security best practices overview](/microsoft-copilot-studio/guidance/sec-gov-intro)
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-[Manage Microsoft 365 Copilot agents in the Microsoft 365 admin center](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps)
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-[Manage agents in the Microsoft 365 admin center](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps)
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