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# Changelog

All notable changes to the Microsoft Agent 365 Customer Implementation Guide are documented here.

## 1.0.0 - 2026-09-09

- Published the self-contained customer implementation guide.
- Included Simple and Detailed experiences with all runtime dependencies and images inline.
- Added public authorship and MIT license information.
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---
title: "Microsoft Agent 365 Customer Implementation Guide"
type: strategy
category: "Interactive"
summary: "Plan and configure a governed Microsoft Agent 365 baseline with simple guidance and detailed implementation tasks."
author:
- "Pratik Bhusal"
- "Manas Biswas"
- "Alejandro Lopez"
version: 1.0.0
published: 2026-09-09
updated: 2026-09-09
tags:
- agent-365
- implementation
- governance
- security
format: interactive
featured: false
status: active
whatItIs: >-
A self-contained interactive implementation guide for planning and configuring a governed
Microsoft Agent 365 baseline. It includes a concise reference and a detailed deployment journey.
whyUseIt:
- "Review 58 configuration controls across the Microsoft 365, Entra, Purview, Defender, SharePoint, and Intune admin experiences."
- "Follow 65 detailed implementation tasks with roles, licensing context, validation guidance, and public Microsoft references."
- "Use the guide offline without a server, sign-in, external runtime dependency, or saved browser progress."
howToUse: |-
1. Download or open `index.html` in a modern browser.
2. Select **Simple** for the concise configuration reference or **Detailed** for the full implementation journey.
3. Use the built-in navigation, theme, and print controls while applying the guidance in your own tenant.
4. Confirm product availability, licensing, roles, and portal behavior in your tenant before making production changes.
prerequisites:
- "Modern web browser"
- "Appropriate Microsoft 365, Agent 365, security, compliance, identity, and endpoint licenses for the features you plan to configure"
- "Administrative roles required by the configuration tasks you choose to perform"
---

# Microsoft Agent 365 Customer Implementation Guide

This self-contained browser guide helps administrators, architects, and security teams plan and
configure a governed Microsoft Agent 365 baseline. It provides two views of the same implementation
scope:

- **Simple:** A concise reference covering 58 specific controls and decisions.
- **Detailed:** A 65-task deployment journey with implementation context and validation guidance.

The guide includes 39 embedded images. All runtime dependencies are inline, so the downloaded
file works offline and does not require a web server, sign-in, or installation.

## Use the guide

1. Open the [published interactive guide](https://microsoft.github.io/FastTrack/copilot-agent-strategy/agent-365-customer-implementation-guide/index.html)
or download and open [`index.html`](./index.html) in a modern browser.
2. Select **Simple** for the configuration reference or **Detailed** for the complete implementation
journey.
3. Use the theme and print controls as needed.
4. Apply the guidance in your own tenant. The guide does not connect to your tenant. Detailed tracks
selections only while the file is open; closing or reloading it resets them.

Product availability, licensing, portal paths, and controls can vary by tenant and rollout. Confirm
each experience in your tenant and review the linked public Microsoft documentation before making
production decisions.

## Applies To

- Microsoft Agent 365
- Microsoft 365 admin center
- Microsoft Entra
- Microsoft Purview
- Microsoft Defender
- SharePoint
- Microsoft Intune and Windows 365 for Agents
- Microsoft Copilot Studio and Microsoft Foundry

## Author

| Author | Original Publish Date |
| --- | --- |
| Pratik Bhusal | 2026-09-09 |
| Manas Biswas | 2026-09-09 |
| Alejandro Lopez | 2026-09-09 |

## Version history

See [CHANGELOG.md](./CHANGELOG.md).

## Issues

Please report any issues you find to the [issues list](https://github.com/microsoft/FastTrack/issues).

<!-- DO NOT DELETE OR ALTER THE SECTIONS BELOW. -->

## Support Statement

The scripts, samples, and tools made available through the FastTrack Open Source initiative are
provided as-is. These resources are developed in partnership with the community and do not represent
official Microsoft software. As such, support is not available through premier or other Microsoft
support channels. If you find an issue or have questions please reach out through the issues list and
we'll do our best to assist, however there is no associated SLA.

## Code of Conduct

This project has adopted the [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/).
For more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or
contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments.

## Legal Notices

Microsoft and any contributors grant you a license to the Microsoft documentation and other content
in this repository under the [MIT License](../../LICENSE), and grant you a license to any code in the
repository under the [MIT License](../../LICENSE-CODE).

Microsoft, Windows, Microsoft Azure and/or other Microsoft products and services referenced in the
documentation may be either trademarks or registered trademarks of Microsoft in the United States
and/or other countries. The licenses for this project do not grant you rights to use any Microsoft
names, logos, or trademarks. Microsoft's general trademark guidelines can be found at
http://go.microsoft.com/fwlink/?LinkID=254653.

Privacy information can be found at https://privacy.microsoft.com/en-us/

Microsoft and any contributors reserve all others rights, whether under their respective copyrights,
patents, or trademarks, whether by implication, estoppel or otherwise.
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