Agent 365 Workshop

Microsoft Agent 365 The Agent 365 Workshop is an executive briefing designed to help organisations understand how to govern, secure and scale AI agents across Microsoft 365. The session explains why agent readiness matters now, as many organisations move from early AI experimentation into more operational use cases where accountability, risk management and clear ownership become essential. It also helps customers understand what Microsoft Agent 365 is, how it supports visibility and control for AI agents, and how it works alongside Microsoft 365 E3, E5 and E7, Microsoft 365 Copilot and Microsoft Entra Suite.

What the workshop delivers The workshop provides a clear explanation of what Agent 365 is, what it is not, and where it fits within the wider Microsoft 365 ecosystem. It reviews the core foundations needed to scale AI agents safely, including identity controls, data governance, security posture and agent governance expectations. The session also gives customers a structured approach for identifying suitable early use cases, setting the right governance model, and defining practical measures of success before adoption expands more widely.

Why choose this workshop? This workshop helps organisations reduce the risk of shadow agents and unmanaged agent sprawl by putting visibility, ownership, least-privilege access and lifecycle management in place from the start. It supports stronger observability and audit readiness by aligning agent governance with existing security and compliance controls. It also helps customers view agent adoption through a Zero Trust lens, so AI agents can be scaled in a governed, secure and repeatable way. Who should attend? For the best outcome, Softcat recommends that this workshop is attended by a cross-functional group. This should include senior leaders responsible for risk, compliance and operating model decisions, alongside IT, security, identity and compliance owners who manage access control, audit readiness and incident response. The session is also relevant for data and AI practitioners, digital workplace leads and solution consultants who are involved in shaping how AI agents will be adopted, governed and supported across the organisation.