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Advanced: govern & scale: Governance, cost, lifecycle and enterprise automationHigh - unmanaged or poorly understood agents can create data, access and lifecycle risk riskNo AI needed

Build an agent inventory before setting policy

IT first uses the Agent 365 registry to discover the agents already present across the tenant, then records each agent's owner, publisher, purpose, status, usage, data sources and governance state before deciding what to restrict or retire.

Where the action happens

Agent 365 / Microsoft 365 admin centre

Product or feature needed

Agent registry and discovery

AI required

No - governance task

Extra credits

No - inventory and registry review do not themselves consume Copilot Credits

Technical skill

High

Risk level

High - unmanaged or poorly understood agents can create data, access and lifecycle risk

Licence dependency

Agent 365 provides the central control-plane and registry capabilities; licensing is per user, not per agent. Confirm current tenant prerequisites and entitlements before rollout.

Credit dependency

No Copilot Credits are consumed simply by carrying out inventory/governance review; individual agents may have separate licence or consumption dependencies.

UK availability

available

What it can do

  • Provides a central inventory of agents visible to the organisation across Microsoft and supported external sources.
  • Helps admins filter the estate by status, publisher and governance state, including unmanaged agents and agents without owners.
  • Creates the evidence base for deciding which agents should be approved, reviewed, blocked, reassigned or retired.
  • Supports exporting or recording agent details into a wider governance register where needed.

Limitations

  • The registry only helps govern what is discoverable or integrated; external agents may need to be synchronised or onboarded into Agent 365.
  • An inventory does not by itself prove that an agent's permissions, source content or business purpose are appropriate.
  • Usage and risk signals should be interpreted alongside business-owner context rather than used as the sole basis for deletion.

Prerequisites

  • Suitable Microsoft 365 administrative access to view the Agent 365 registry.
  • A named governance owner or team responsible for reviewing the discovered estate.
  • For non-Microsoft agents, appropriate registry synchronisation or Agent 365 integration may be required.

Workarounds

  • If Agent 365 is not available, maintain a controlled agent register containing owner, purpose, platform, data sources, permissions, users, review date and retirement status.

    No premium licensing needed. External dependency: Governance process.

Notes

Recommended sequence: discover first, then classify and govern. Avoid writing restrictive policy before you understand the current agent estate; otherwise existing unmanaged agents and orphaned ownership can be missed.

Watch-outs for Advanced: govern & scale

  • Keep detailed governance here rather than repeating it on every beginner capability.
  • Track ownership, access, cost, lifecycle and exceptions once services are shared or business-critical.
  • AI Redlines remain separate from normal governance and should be treated as hard boundaries.

Last checked: 2026-09-15

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.

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