Mastering Agent Governance in Microsoft 365
The "Mastering Agent Governance in Microsoft 365" series is based on the Administering and Governing Agents whitepaper published by Microsoft and designed to educate IT leaders, compliance officers, and decision-makers about the importance of governance for AI agents in Microsoft 365, particularly in highly regulated industries like Healthcare and Life Sciences (HLS). The six-episode series cover the growing role of agents, the risks of unmanaged agents, and the strategic importance of governance frameworks. Empowering innovation while protecting patient data and ensuring compliance In the age of AI-powered productivity, agents—automated digital assistants built with tools like Microsoft 365 Copilot, SharePoint, and Copilot Studio—are transforming how work gets done. From streamlining clinical documentation to automating regulatory reporting, agents are becoming indispensable in Healthcare and Life Sciences (HLS). But with great power comes great responsibility. Why Governance Can’t Be an Afterthought In highly regulated industries like HLS, where data sensitivity and compliance are paramount, the rise of autonomous agents introduces new risks: Unauthorized data access could expose protected health information (PHI). Unmonitored agent behavior could lead to regulatory violations. Lack of lifecycle controls could result in outdated or insecure agents operating in production environments. Agent governance isn’t just an IT concern—it’s a business imperative. It ensures that innovation doesn’t outpace compliance, and that every agent deployed aligns with organizational policies, security standards, and regulatory frameworks like HIPAA, GDPR, and FDA 21 CFR Part 11. Understanding the Agent Landscape Microsoft 365 supports a spectrum of agent creators: End Users using SharePoint or Copilot templates to automate simple tasks. Makers building more complex agents in Copilot Studio. Developers crafting sophisticated, enterprise-grade agents with Azure AI and Teams Toolkit. Each persona requires a different level of oversight. For example, a clinical researcher using SharePoint to build a data retrieval agent may need minimal governance, while a developer building a patient-facing chatbot must adhere to strict data protection and validation protocols. Governance in Action Microsoft provides a layered governance model: Tool Controls: Define what agent creators can do within tools like Copilot Studio and SharePoint. Content Controls: Ensure agents only access data they’re authorized to use, leveraging Microsoft Purview for sensitivity labeling and DLP. Agent Management: Monitor usage, enforce lifecycle policies, and block non-compliant agents via the Microsoft 365 Admin Center. This framework allows organizations to empower innovation while maintaining control—critical in environments where patient safety and regulatory compliance are non-negotiable. The Business Case for Governance For HLS organizations, agent governance delivers tangible benefits: Reduced compliance risk through proactive policy enforcement. Improved operational efficiency by enabling safe automation. Greater trust from patients, regulators, and internal stakeholders. In short, governance is the foundation that allows agents to scale safely and sustainably.
HLS Teams Productivity Summit- Enhance your deployment with new Teams Premium features!
Thank you for being a part of the HLS Teams Productivity Summit. We are pleased to provide you with a copy of today's presentation and recording, which you can find below. We regret to inform you that there is a blank portion of the video between the 26:12-34:24 mark. However, please note that the audio is still accessible, and a copy of the presentation is available below. We apologize for any inconvenience caused by this anomaly. Session Title: Enhance your deployment with new Teams Premium features Session Details: Six years ago, we embarked on an exciting journey with Microsoft Teams to build a hub for collaboration and teamwork using Microsoft Teams. Our work is far from over. We continue to listen, learn, and innovate so all organizations can thrive in an ever-changing workplace. Tune into this session as Teams Engineering provides updates on the new features being rolled into Microsoft Teams. Example of items the team will be reviewing: New Teams Premium SKU overview Review of specific enhancements included within Premium Example use-cases for Premium features Insights into how admins can strategically license users for Premium Target Audience: All- Session is great for Champion Groups Bio: Abigail Sweeney | LinkedIn Grayson Taylor | LinkedIn In her 8th year at Microsoft, Abbie's role as Senior Customer Program Manager in Teams Engineering sees her working with HLS providers, payors and enterprises across the US to drive adoption of Teams throughout their business. With a background and specific interest in Teams Platform and accelerating use in the FLW space, Abbie aims to demonstrate how Teams can be used to digitally transform current processes in the HLS sector and drive collaboration across the business. Grayson Taylor works as a Senior Program Manager in Teams Engineering. He focuses on helping Healthcare and Life Science organizations achieve more by enhancing their Teams deployments through integrations with third-party services and tools. Grayson has additional experience working with regulated industries and is in his seventh year at Microsoft supporting customers.Document Acknowledgement and Attestation with Microsoft’s PowerPlatform - Step by Step
Leveraging Microsoft’s PowerPlatform and Office 365 we can securely store policy related documents, use Flow to automate document acknowledgement and attestation, use PowerApps to provide a mobile friendly app to review and accept policy documents, and finally we can build beautiful dashboards to visualize that status of a given document acceptance process.Data Science & Engineering Copilot - Leverage Advanced AI Machine Learning Models
Are you looking to harness the power of AI to streamline your data science and engineering workflows in healthcare? In our upcoming webinar episode, " Data Science & Engineering Copilot - Leverage Advanced AI Machine Learning Models for Healthcare," we’ll showcase how Data Science and Data Engineering Copilot from Microsoft Fabric are transforming the way healthcare organizations manage, analyze, and derive insights from data. These AI-powered copilots enable healthcare teams to streamline complex data engineering pipelines and accelerate the development of advanced data science models.🦸🏾♀️Analyze your communications: Superhero to Organization Leader Analysis Prompt evolution
In this snackable you will learn how you can analyze your emails, meetings, and chats to understand who your superhero, anime character, and leadership style is. This video goes through the evolution of prompting on a fun topic to one that is focused on professional growth. To see all HLS Copilot Snacks video click here.
Sign Up Now! Empowering HLS Business Leaders with Copilot for M365
You're invited to Microsoft’s Chicago Office or Virtually Join us in person or virtually with experts from Microsoft and Accenture for an immersive and interactive session to show how Copilot for Microsoft 365 will empower an entirely new way of working. Discover how this cutting-edge AI technology is bringing the power of next-generation AI to work and transforming the way how your organization does business. Hear from industry experts including Dr. Tej Shah, Managing Director at Accenture, and many other healthcare technology thought leaders as they share best practices and innovation case studies they are seeing across the globe Attendance in person is limited to 25 people only. Reserve your seat today and enjoy complimentary lunch and exclusive swag! Sessions include: Executive Opening The Future of Healthcare Introducing Copilot for M365 Copilot Overview Voice of our customers Empowering HLS Business Leaders with Copilot for M365 October 3rd | 9:30 AM – 2:00 PM CST Microsoft Chicago Office 200 East Randolph Drive, Suite 200, Chicago, IL 60601 View map > REGISTER TODAY! Schedule 9:30 am - 10:00 am Registration, Check-in, and Continental Breakfast 10:00 am - 10:15 am Executive Keynote Introduction by Jesse Washington 10:15 am - 11:00 am The Future of Healthcare & Q&A by Dr. Tej Shah 11:00 am - 11:30 pm Introducing Copilot for Microsoft 365 11:30 pm - 12:00 pm Lunch & Networking 12:00 pm - 12:30 pm Copilot for M365 Overview - Why Copilot 12:30 pm – 1:00 pm See Copilot for Microsoft 365 in Action with HLS-Specific Use Cases 1:00 pm – 1:30 pm Voice of the customer – Panel Discussion 1:30 pm – 1:45 pm Closing & Thank YouMicrosoft Teams Productivity Summit - Day 2 Afternoon - Microsoft Approvals and eSign Integration
Learn how to use Microsoft Approvals to bring auditing, compliance, accountability, and workflows to both structured and unstructured Approvals in Teams. Once you have this foundation in place, learn from our Product Group how you can request eSignatures on documents directly from Approvals.
