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This pocket guide is a concise, field-ready reference for IT leaders, administrators, and architects responsible for governing Microsoft 365 Copilot and Copilot Studio deployments. As AI evolves from simple assistants to autonomous digital colleagues, governance is no longer optional it s the backbone of secure, compliant, and value-driven adoption. Covering both platforms, this guide shows how to define effective policies, controls, and monitoring frameworks that protect organizational data while enabling innovation. Drawing from Microsoft s latest governance models, enterprise case studies, and real-world best practices, it translates complex principles into clear, actionable steps to help organizations scale AI responsibly.
What You Will Learn:
- Design and implement a governance framework for M365 Copilot and Copilot Studio
- Configure sensitivity labels, DLP policies, and lifecycle management to protect organizational data in AI workflows
- Apply environment strategy, role-based access control, and ALM to Copilot Studio agents
- Measure, monitor, and optimize AI agent performance, cost, and compliance
- Balance innovation with guardrails using models like Microsoft s Zoned Governance
List of contents
Chapter 1: Why Governance Matters in the Age of AI From assistants to autonomous agents; Responsible AI principles.- Chapter 2: Core Governance Principles Security, compliance, balancing innovation and guardrails.- Chapter 3: Microsoft 365 Copilot Governance Readiness, labeling, DLP, lifecycle, oversharing controls.- Chapter 4: Copilot Studio Governance Environment strategy, ALM, sharing policies, connector restrictions.- Chapter 5: Leadership Playbook CIO strategies, cost/ROI tracking, expanding the CoE.-Chapter 6: Checklists & Quick Reference Settings tables, security configurations, incident workflows.
About the author
Suvidha Shashikumar is a Senior Architect at Microsoft specializing in low-code AI adoption, governance, and enterprise transformation. She works closely with Microsoft partners and enterprise customers to design and implement secure, scalable solutions using Microsoft 365 Copilot, Copilot Studio, Power Platform, and Azure AI.
With over a decade of experience in technology consulting and solution architecture, Suvidha has led AI enablement workshops, governance frameworks, and innovation programs across industries including healthcare, retail, manufacturing, and finance. She has presented at global conferences, coached teams at hackathons, and authored technical blogs and adoption guides that help organizations translate AI capabilities into measurable business value.
Suvidha is recognized for her ability to bridge technical depth with business strategy, making complex topics clear, actionable, and aligned with organizational goals. Her passion lies in helping enterprises harness AI responsibly, ensuring that innovation and governance work hand in hand.
Summary
This pocket guide is a concise, field-ready reference for IT leaders, administrators, and architects responsible for governing Microsoft 365 Copilot and Copilot Studio deployments. As AI evolves from simple assistants to autonomous digital colleagues, governance is no longer optional—it’s the backbone of secure, compliant, and value-driven adoption. Covering both platforms, this guide shows how to define effective policies, controls, and monitoring frameworks that protect organizational data while enabling innovation. Drawing from Microsoft’s latest governance models, enterprise case studies, and real-world best practices, it translates complex principles into clear, actionable steps to help organizations scale AI responsibly.
What You Will Learn:
- Design and implement a governance framework for M365 Copilot and Copilot Studio
- Configure sensitivity labels, DLP policies, and lifecycle management to protect organizational data in AI workflows
- Apply environment strategy, role-based access control, and ALM to Copilot Studio agents
- Measure, monitor, and optimize AI agent performance, cost, and compliance
- Balance innovation with guardrails using models like Microsoft’s Zoned Governance
