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Explain a365 setup all and custom-agent identity binding - #542

Merged
Alejandro Lopez (soyalejolopez) merged 1 commit into
microsoft:masterfrom
soyalejolopez:soyalejolopez-explain-public-agent365-setup
Sep 16, 2026
Merged

Alejandro Lopez (soyalejolopez) merged 1 commit into
microsoft:masterfrom
soyalejolopez:soyalejolopez-explain-public-agent365-setup

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Summary

  • Adds an SDK-adjacent section and sequence diagram that explains the seven stages behind a365 setup all.
  • Maps the blueprint application and service principal, credentials, inheritable permissions and grants, child identity, Agent 365 registration, optional Microsoft 365 callback, and conditional project-path synchronization.
  • Distinguishes application IDs from object IDs and documents that the pinned current CLI source stores the child service-principal object ID as agenticAppId.
  • Adds representative Microsoft Graph operations for each source-backed setup stage without changing the existing 18-row API catalog.

Setup, hosting, and production boundaries

  • Explains the .NET appsettings.json and Node/Python .env synchronization paths, including the config-free --agent-name path that skips project synchronization.
  • Clarifies that setup does not deploy or host agent code and does not install an SDK.
  • Keeps runtime deployment separate from a365 publish, ZIP creation, administrator upload, availability/approval, and instance creation.
  • Adds production guidance for token validation, exporter settings, source warnings, secret protection, read-only administrator checks, and recovery.
  • Keeps AI teammate creation as a separate frontier path rather than a default mailbox outcome.

Version and sourcing

  • Bumps the resource from 1.1.1 to 1.2.0, dated 2026-09-16.
  • Expands the public bibliography from 31 to 36 sources.
  • Uses public Microsoft Learn content reviewed on 2026-09-16 and public microsoft/Agent365-devTools source pinned to commit 08e48a963dd879c6938d032e97e87ccbb03613de (reviewed 2026-09-16; source updated 2026-09-11).
  • Does not claim that the pinned source maps universally to every installed CLI binary or to NuGet version 1.1.221.
  • Contains no customer, tenant, credential, local-path, or internal-review data.

Validation

  • npm run check --prefix tools\catalog-build: passed; metadata valid for 33 resources and all catalog workflow tests passed.
  • Frozen HTML copied byte-for-byte: 199,819 bytes; SHA-256 3289578637FC1F66352532B6FD241185317596E582A97E3A42B918CB2C4879FA.
  • Inline JavaScript syntax: 2 of 2 scripts passed node --check.
  • Atlas invariants: 12 SVG diagrams, 18 API rows, 36 bibliography sources, 88 IDs, 88 unique IDs, zero duplicate IDs, and zero missing internal fragment targets.
  • Diff boundary: exactly 3 files changed: index.html, README.md, and CHANGELOG.md in copilot-agent-strategy/agent-365-lifecycle-atlas.
  • Public GitHub compare API: 1 commit ahead, 0 behind, 3 modified files, based on microsoft/FastTrack@23918cb23fe1066f40496db5d1602c94ae4b22d2.
  • Cross-model review: Claude Opus 4.8 found no blocking issues; its one historical bibliography wording ambiguity was corrected before commit.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
@soyalejolopez
Alejandro Lopez (soyalejolopez) merged commit 4dd5fbb into microsoft:master Sep 16, 2026
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2 participants