AI Data Access Governance for Copilots & Agents

THE PROBLEM

Classification alone does not prevent misuse. Copilots and agents may operate through user-delegated permissions, service principals, managed identities, and platform-specific identities. Without Conditional Access policies, access reviews, and right-sized identity permissions, AI tools can still reach data they should not — even after labelling is in place.

Overprivileged accounts that were low managed identity permissions for AI agents

WHAT WE DO

• Audit Microsoft Entra ID role assignments and identify overprivileged accounts with AI data access • Design and implement Conditional Access policies for Microsoft 365 Copilot users, Copilot Studio makers/admins, Microsoft Foundry identities, and privileged roles • Configure Microsoft Entra PIM for privileged roles with access to AI-adjacent data and infrastructure • Establish Microsoft Entra ID Governance access reviews for all AI-connected roles and groups • Right-size service principal and managed identity permissions for AI agents

WHAT YOU GET

1. Identity Risk Report — Microsoft Entra audit findings: overprivileged accounts, missing MFA, standing admin access, high-risk sign-ins
2. Conditional Access Policy Set — documented and implemented CA policies scoped by user group and classification tier
3. PIM & Access Review Design — activation workflows and recurring review schedules for AI-adjacent privileged roles
4. Zero Trust AI Access Model — documented access control model for supported Microsoft AI access paths

WHO THIS IS FOR

• Organizations that have completed data classification and now need access governance • IT and Security teams with overprivileged accounts and no AI-specific access controls • CISOs implementing Zero Trust — AI creates new urgency around identity • Businesses preparing for IS Governance · Microsoft Entra PIM · Microsoft Purview Information Protection