Microsoft Agent 365 Governance Assessment: 3-Week Readiness

AI agents are no longer experimental. Organizations are deploying Copilot agents, custom-built bots, and third-party integrations across Microsoft 365 — often faster than governance and security controls can keep up. The result: agent sprawl, ungoverned non-human identities, inconsistent access policies, and blind spots that put data and compliance at risk.

Do you know how many agents are active in your tenant today? Who owns them? What data they can access?

MAQ Software's 3-Week Agent 365 Governance Assessment gives you complete visibility into your current agent landscape and a clear, actionable roadmap to govern, secure, and scale AI agents responsibly using Microsoft Agent 365, Microsoft Entra, Microsoft Purview, and Microsoft Defender for Cloud.

Key questions

• Do you have full visibility into every agent — sanctioned or unsanctioned — operating in your Microsoft 365 tenant?
• Are your AI agents governed with the same rigor you apply to users, apps, and data?
• Can you trace agent actions, enforce data boundaries, and demonstrate audit-readiness to leadership or regulators?
• Do your security and identity teams have a clear playbook for managing non-human identities at scale?
• Are you confident your current E5 controls are sufficient — or is there a gap that Agent 365 and E7 capabilities would close?

Our approach

1. Week 1: Discovery & Stakeholder Alignment — Audit your Microsoft 365 tenant using Microsoft Agent 365 to surface all active agents, sanctioned and shadow. Identify non-human identities and service accounts via Microsoft Entra. Conduct workshops with SecOps, IT, and business leads to map your "as-is" agent landscape.
2. Week 2: Governance & Security Gap Analysis — Evaluate access policies, agent permissions, and lifecycle controls against Agent 365 best practices. Identify data exposure risks using Microsoft Purview and review runtime threat detection readiness with Microsoft Defender for Cloud. Perform a structured E5-to-E7 gap analysis for agentic AI environments.
3. Week 3: Roadmap & Executive Readout — Design a prioritized governance framework covering agent identity, access controls, monitoring, and lifecycle management. Define a Zero Trust alignment plan and deliver a structured implementation roadmap with effort estimates, sequencing, and quick wins. Present findings in an executive readout.

Deliverables

• Agent Inventory Report — Complete visibility of all agents in your tenant, with ownership, access scope, and risk classification
• Governance & Security Gap Analysis — Structured assessment of current controls against Agent 365 and E7 best practices
• Agent Identity & Access Baseline — Documented Entra agent identity posture and recommended policy improvements
• Implementation Roadmap — Prioritized action plan with effort estimates, sequencing, and quick-win opportunities
• Executive Readout Deck — Board-ready summary of findings, risk exposure, and recommended next steps

Business impact

• Gain complete visibility into every agent in your tenant — including shadow AI — before risk becomes an incident
• Understand exactly where your E5 controls fall short and what Agent 365 and E7 capabilities close those gaps
• Walk away with a named, sequenced roadmap — not a generic slide deck — ready to take into planning cycles
• Align SecOps, identity, compliance, and business teams around a shared agent governance model
• Establish audit-ready traceability for agent actions, data access, and policy enforcement from day one

Who benefits

Users: Security Operations Engineers, Identity & Access Management Architects, Cloud / Solution Architects, BI & Data Platform Leads

Decision makers: CISOs, Chief AI Officers, VP of IT / IT Directors, Compliance & Risk Officers

Prerequisites

• Read access to Microsoft 365 tenant (for agent discovery via Agent 365 and Entra)
• Access to existing security and compliance policies (DLP, Conditional Access, Defender configurations)
• List of known deployed agents, bots, and integrations (partial lists are fine — we'll help complete the picture)
• Key stakeholder availability for workshops in Weeks 1 and 3 (SecOps, IT, Compliance, Business leads)

Why MAQ Software

• Structured, repeatable methodology — our assessment framework is purpose-built for Agent 365, not adapted from a generic security review
• Business + technical coverage — we bridge the gap between SecOps requirements and business adoption goals, ensuring governance doesn't become a blocker
• Clear path forward — this assessment directly feeds into MAQ Software's 6-Week Agent 365 PoC, so your roadmap has an immediate next step

Contact us: CustomerSuccess@MAQSoftware.com to schedule your Agent 365 Governance Assessment and take the first step toward a secure, governed AI agent foundation.