AI Security for Microsoft 365 Copilot and Agents is a 2-3 week engagement that assesses and improves how your organization discovers, governs, and protects Microsoft 365 Copilot and supported AI agents. IT Partner inventories AI use and permissions; configures available Microsoft Security Dashboard for AI, Purview, Defender, and Entra controls; pilots selected data-protection and agent-governance policies; and delivers an operational runbook. Exact controls depend on licensing, agent platform, and Microsoft feature availability confirmed during kickoff.
Microsoft 365 Copilot works within existing permissions, so overshared content, weak data governance, excessive agent permissions, and incomplete monitoring can increase AI-related risk. This engagement establishes a practical baseline across four areas: AI asset and permission discovery; data protection with Microsoft Purview; identity and access governance with Microsoft Entra; and security posture, detection, and response using Microsoft Defender and the Microsoft Security Dashboard for AI where available. Changes are piloted and validated before broader rollout, and unsupported or unlicensed controls are documented instead of assumed.
Confirm scope, success criteria, key stakeholders, tenant boundaries, target Copilot and agent use cases, required Microsoft Defender, Microsoft Entra, and Microsoft Purview access, and the change-control approach for the engagement.
Review the current Microsoft 365 Copilot and agent footprint, including enabled users, known agents, connectors, app registrations, service principals, permissions, privileged access paths, relevant data locations, sensitivity labels, DLP policies, and available Defender, Entra, and Purview signals.
Define the target AI security control model, including monitoring objectives, agent identity governance approach, permission guardrails, data-leak scenarios, sensitivity and DLP treatment for AI access, alerting priorities, and AI usage policy requirements.
Configure or validate the Microsoft Security Dashboard for AI and relevant Copilot security and Microsoft Purview posture views where available. Confirm which Microsoft Defender, Entra, and Purview signals are present, document visibility gaps, and prioritize the recommendations that are actionable in the client’s licensed environment.
Pilot selected Microsoft Purview DLP, sensitivity, oversharing, and interaction-protection controls with an agreed user group and data set. Where Microsoft Defender runtime protection supports the in-scope agent platform, validate relevant prompt-based attack and data-exfiltration protections. Record test evidence, user impact, unsupported scenarios, and rollback steps before broader enforcement.
Review in-scope agents, service principals, app permissions, privileged roles, consent, owners, and lifecycle expectations. For agents supported by Microsoft Entra Agent ID or related Entra controls, configure approved ownership, access, or least-privilege guardrails in report-only or pilot scope before enforcement. Document compensating controls for unsupported agent types.
Validate dashboards, alerts, pilot data-protection behavior, and agent-governance settings with client stakeholders. Deliver the risk register, test evidence, rollback notes, AI security policy, and operating runbook; conduct a handover session; and agree on prioritized remediation and ongoing-tuning actions.
It is a 2-3 week engagement that inventories in-scope Copilot and agent use, assesses identity and data risks, configures available Microsoft security and compliance views, pilots selected controls, and delivers an operating runbook. Exact controls are confirmed after licensing, platform support, access, and tenant readiness are validated.
It is designed for organizations using or preparing to use Microsoft 365 Copilot, Copilot Studio agents, or other supported AI agents. Typical stakeholders include CISOs, AI-risk owners, security and compliance teams, identity teams, Microsoft 365 administrators, data owners, and agent business owners.
It helps organizations find and reduce material risks created by overshared content, excessive agent permissions, incomplete AI inventories, weak ownership, and gaps in monitoring or response before AI use expands.
Deliverables include an in-scope AI asset and permission inventory, prioritized risk register, configured or validated security and data-posture views, pilot-control test evidence with rollback notes, agent identity and permission findings, an AI security policy, and an operational monitoring and handoff runbook.
Depending on licensing and the in-scope agent platforms, the engagement may use Microsoft Security Dashboard for AI, the Copilot security dashboard, Microsoft Purview Data Security Posture Management, Data Loss Prevention and sensitivity labels, Microsoft Defender security-for-AI capabilities, Microsoft Entra Agent ID, Conditional Access, identity governance, audit, and related Microsoft 365 administration features.
The standard engagement is 2-3 weeks. Timing depends on access, licensing, tenant size, agent inventory, data-protection scope, stakeholder availability, and the number of controls selected for the pilot.
Pricing starts at $6,950. Final pricing depends on environment complexity, licensing validation, number and type of agents, repositories, pilot population, and any remediation or integration work added to the base scope.
It can assess and pilot available runtime and monitoring controls for prompt-based attacks when the in-scope agent platform and Microsoft licenses support them. Coverage is platform-specific and does not guarantee prevention of every malicious prompt or unsafe tool call.
It reduces data-leak risk by reviewing permissions and oversharing, configuring available Purview posture and protection controls, and testing selected scenarios. Results depend on data classification, permissions, auditing, agent architecture, and licensing, so no absolute prevention guarantee is made.
IT Partner inventories in-scope agent identities, owners, sponsors, connectors, app permissions, privileged roles, consent, and lifecycle expectations. Supported Microsoft Entra Agent ID or related governance controls are piloted where licensed, while unsupported agent types receive documented compensating-control recommendations.
Control changes are limited to an agreed pilot scope, validated with representative users and data, and documented with expected behavior, user impact, approvals, exceptions, and rollback steps. Broader enforcement occurs only after client review and authorization.
The engagement covers kickoff and licensing validation, discovery and inventory, risk assessment, target-control design, dashboard and monitoring configuration, a selected data-protection and agent-governance pilot, validation, documentation, and handoff.
Prerequisites normally include an active Microsoft 365 tenant, identified Copilot or agent scenarios, appropriate administrative access, required licenses or trials, audit readiness, stakeholder availability, a change-approval path, and available information about users, agents, connectors, permissions, and sensitive data locations.
IT Partner validates the scope and feature availability, performs the agreed inventory and assessment, configures or validates available Microsoft views, pilots only approved controls, captures test evidence and limitations, and delivers the risk register, policy, runbook, and handoff.
The client provides access and licensing information, identifies business and technical owners, approves policy and pilot decisions, supplies representative users and data, coordinates change management, validates results, and owns remediation or operations outside the agreed scope.
The assessment and monitoring work normally requires no planned outage, but DLP, sensitivity, identity, or access-control pilots can affect user workflows. Those changes are tested with an agreed pilot group and rollback plan before wider enforcement.
No. It can be used before a Copilot or agent pilot to establish inventory, governance, and safeguards, or after adoption has begun to assess and improve the current security posture.
Yes. The engagement delivers an AI security policy and operating runbook covering ownership, approved use, monitoring, alert handling, exceptions, change control, and follow-on responsibilities within the agreed scope.
The client receives prioritized remediation and operating actions. Broader policy enforcement, enterprise-wide permissions cleanup, recurring tuning, managed monitoring, incident response, and periodic reassessment can be scoped as separate follow-on work.
The base engagement excludes Microsoft licenses, a full Copilot deployment or adoption program, custom agent development, enterprise-wide permission or data cleanup, 24/7 managed monitoring, forensic incident response, custom SIEM or SOAR integrations, unsupported non-Microsoft AI platforms, and guaranteed elimination of AI security or data risk.
No. The engagement reduces risk by improving visibility, data protection, identity governance, monitoring, and supported runtime controls. Coverage varies by platform, configuration, licensing, and feature availability, and no control can guarantee prevention of every attack, unsafe action, oversharing event, or data leak.