Guides & planning · Interactive

Microsoft Agent 365 Customer Implementation Guide

Plan and configure a governed Microsoft Agent 365 baseline with simple guidance and detailed implementation tasks.

Preview of Microsoft Agent 365 Customer Implementation Guide

What it is

A self-contained, community-built interactive implementation guide for planning and configuring a governed Microsoft Agent 365 baseline. It includes a concise reference and a detailed deployment journey.

Why use it

  • Review 58 configuration controls across the Microsoft 365, Entra, Purview, Defender, SharePoint, and Intune admin experiences.
  • Follow 69 detailed implementation tasks with roles, licensing context, validation guidance, and public Microsoft references.
  • Start hunting with eight sample Microsoft Defender advanced hunting (KQL) queries for agent inventory, activity, alerts, and protection events.
  • Use the guide offline without a server, sign-in, external runtime dependency, or saved browser progress.

How to use it

  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. Treat the guide as a template: confirm product availability, licensing, roles, and portal behavior in your tenant, and tailor the guidance 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