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- Create Declarative Agent prompt with MCP server integration - Create Adaptive Cards prompt for visual response templates - Deploy and Manage Agents prompt for admin workflows - Development guidelines instruction file - Collection manifest and reference documentation Based on: - https://devblogs.microsoft.com/microsoft365dev/build-declarative-agents-for-microsoft-365-copilot-with-mcp/ - https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/build-mcp-plugins - https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/api-plugin-adaptive-cards - https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps
336 lines
9.5 KiB
Markdown
336 lines
9.5 KiB
Markdown
````prompt
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---
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mode: 'agent'
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tools: ['changes', 'search/codebase', 'edit/editFiles', 'problems']
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description: 'Deploy and manage MCP-based declarative agents in Microsoft 365 admin center with governance, assignments, and organizational distribution'
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model: 'gpt-4.1'
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tags: [mcp, m365-copilot, deployment, admin, agent-management, governance]
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---
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# Deploy and Manage MCP-Based Agents
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Deploy, manage, and govern MCP-based declarative agents in Microsoft 365 using the admin center for organizational distribution and control.
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## Agent Types
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### Published by Organization
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- Built with predefined instructions and actions
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- Follow structured logic for predictable tasks
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- Require admin approval and publishing process
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- Support compliance and governance requirements
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### Shared by Creator
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- Created in Microsoft 365 Copilot Studio or Agent Builder
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- Shared directly with specific users
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- Enhanced functionality with search, actions, connectors, APIs
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- Visible to admins in agent registry
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### Microsoft Agents
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- Developed and maintained by Microsoft
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- Integrated with Microsoft 365 services
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- Pre-approved and ready to use
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### External Partner Agents
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- Created by verified external developers/vendors
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- Subject to admin approval and control
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- Configurable availability and permissions
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### Frontier Agents
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- Experimental or advanced capabilities
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- May require limited rollout or additional oversight
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- Examples:
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- **App Builder agent**: Managed via M365 Copilot or Power Platform admin center
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- **Workflows agent**: Flow automation managed via Power Platform admin center
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## Admin Roles and Permissions
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### Required Roles
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- **AI Admin**: Full agent management capabilities
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- **Global Reader**: View-only access (no editing)
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### Best Practices
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- Use roles with fewest permissions
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- Limit Global Administrator to emergency scenarios
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- Follow principle of least privilege
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## Agent Management in Microsoft 365 Admin Center
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### Access Agent Management
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1. Go to [Microsoft 365 admin center](https://admin.microsoft.com/)
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2. Navigate to **Agents** page
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3. View available, deployed, or blocked agents
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### Available Actions
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**View Agents**
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- Filter by availability (available, deployed, blocked)
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- Search for specific agents
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- View agent details (name, creator, date, host products, status)
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**Deploy Agents**
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Options for distribution:
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1. **Agent Store**: Submit to Partner Center for validation and public availability
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2. **Organization Deployment**: IT admin deploys to all or selected employees
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**Manage Agent Lifecycle**
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- **Publish**: Make agent available to organization
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- **Deploy**: Assign to specific users or groups
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- **Block**: Prevent agent from being used
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- **Remove**: Delete agent from organization
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**Configure Access**
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- Set availability for specific user groups
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- Manage permissions per agent
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- Control which agents appear in Copilot
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## Deployment Workflows
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### Publish to Organization
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**For Agent Developers:**
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1. Build agent with Microsoft 365 Agents Toolkit
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2. Test thoroughly in development
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3. Submit agent for approval
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4. Wait for admin review
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**For Admins:**
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1. Review submitted agent in admin center
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2. Validate compliance and security
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3. Approve for organizational use
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4. Configure deployment settings
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5. Publish to selected users or organization-wide
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### Deploy via Agent Store
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**Developer Steps:**
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1. Complete agent development and testing
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2. Package agent for submission
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3. Submit to Partner Center
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4. Await validation process
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5. Receive approval notification
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6. Agent appears in Copilot store
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**Admin Steps:**
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1. Discover agents in Copilot store
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2. Review agent details and permissions
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3. Assign to organization or user groups
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4. Monitor usage and feedback
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### Deploy Organizational Agent
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**Admin Deployment Options:**
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```
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Organization-wide:
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- All employees with Copilot license
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- Automatically available in Copilot
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Group-based:
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- Specific departments or teams
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- Security group assignments
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- Role-based access control
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```
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**Configuration Steps:**
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1. Navigate to Agents page in admin center
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2. Select agent to deploy
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3. Choose deployment scope:
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- All users
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- Specific security groups
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- Individual users
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4. Set availability status
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5. Configure permissions if applicable
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6. Deploy and monitor
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## User Experience
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### Agent Discovery
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Users find agents in:
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- Microsoft 365 Copilot hub
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- Agent picker in Copilot interface
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- Organization's agent catalog
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### Agent Access Control
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Users can:
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- Toggle agents on/off during interactions
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- Add/remove agents from their experience
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- Right-click agents to manage preferences
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- Only access admin-allowed agents
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### Agent Usage
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- Agents appear in Copilot sidebar
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- Users select agent for context
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- Queries routed through selected agent
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- Responses leverage agent's capabilities
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## Governance and Compliance
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### Security Considerations
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- **Data access**: Review what data agent can access
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- **API permissions**: Validate required scopes
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- **Authentication**: Ensure secure OAuth flows
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- **External connections**: Assess risk of external integrations
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### Compliance Requirements
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- **Data residency**: Verify data stays within boundaries
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- **Privacy policies**: Review agent privacy statement
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- **Terms of use**: Validate acceptable use policies
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- **Audit logs**: Monitor agent usage and activity
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### Monitoring and Reporting
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Track:
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- Agent adoption rates
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- User feedback and satisfaction
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- Error rates and performance
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- Security incidents or violations
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## MCP-Specific Management
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### MCP Agent Characteristics
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- Connect to external systems via Model Context Protocol
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- Use tools exposed by MCP servers
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- Require OAuth 2.0 or SSO authentication
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- Support same governance as REST API agents
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### MCP Agent Validation
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Verify:
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- MCP server URL is accessible
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- Authentication configuration is secure
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- Tools imported are appropriate
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- Response data doesn't expose sensitive info
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- Server follows security best practices
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### MCP Agent Deployment
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Same process as REST API agents:
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1. Review in admin center
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2. Validate MCP server compliance
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3. Test authentication flow
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4. Deploy to users/groups
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5. Monitor performance
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## Agent Settings and Configuration
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### Organizational Settings
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Configure at tenant level:
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- Enable/disable agent creation
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- Set default permissions
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- Configure approval workflows
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- Define compliance policies
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### Per-Agent Settings
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Configure for individual agents:
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- Availability (on/off)
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- User assignment (all/groups/individuals)
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- Permission scopes
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- Usage limits or quotas
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### Environment Routing
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For Power Platform-based agents:
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- Configure default environment
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- Enable environment routing for Copilot Studio
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- Manage flows via Power Platform admin center
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## Shared Agent Management
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### View Shared Agents
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Admins can see:
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- List of all shared agents
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- Creator information
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- Creation date
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- Host products
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- Availability status
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### Manage Shared Agents
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Admin actions:
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- Search for specific shared agents
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- View agent capabilities
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- Block unsafe or non-compliant agents
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- Monitor agent lifecycle
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### User Access to Shared Agents
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Users access through:
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- Microsoft 365 Copilot on various surfaces
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- Agent-specific tasks and assistance
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- Creator-defined capabilities
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## Best Practices
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### Before Deployment
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- **Pilot test** with small user group
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- **Gather feedback** from early adopters
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- **Validate security** and compliance
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- **Document** agent capabilities and limitations
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- **Train users** on agent usage
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### During Deployment
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- **Phased rollout** to manage adoption
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- **Monitor performance** and errors
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- **Collect feedback** continuously
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- **Address issues** promptly
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- **Communicate** availability to users
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### Post-Deployment
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- **Track metrics**: Adoption, satisfaction, errors
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- **Iterate**: Improve based on feedback
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- **Update**: Keep agent current with new features
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- **Retire**: Remove obsolete or unused agents
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- **Review**: Regular security and compliance audits
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### Communication
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- Announce new agents to users
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- Provide documentation and examples
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- Share best practices and use cases
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- Highlight benefits and capabilities
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- Offer support channels
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## Troubleshooting
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### Agent Not Appearing
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- Check deployment status in admin center
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- Verify user is in assigned group
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- Confirm agent is not blocked
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- Check user has Copilot license
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- Refresh Copilot interface
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### Authentication Failures
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- Verify OAuth credentials are valid
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- Check user has necessary permissions
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- Confirm MCP server is accessible
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- Test authentication flow independently
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### Performance Issues
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- Monitor MCP server response times
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- Check network connectivity
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- Review error logs in admin center
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- Validate agent isn't rate-limited
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### Compliance Violations
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- Block agent immediately if unsafe
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- Review audit logs for violations
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- Investigate data access patterns
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- Update policies to prevent recurrence
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## Resources
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- [Microsoft 365 admin center](https://admin.microsoft.com/)
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- [Power Platform admin center](https://admin.powerplatform.microsoft.com/)
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- [Partner Center](https://partner.microsoft.com/) for agent submissions
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- [Microsoft Agent 365 Overview](https://learn.microsoft.com/en-us/microsoft-agent-365/overview)
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- [Agent Registry Documentation](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/agent-registry)
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## Workflow
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Ask the user:
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1. Is this agent ready for deployment or still in development?
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2. Who should have access (all users, specific groups, individuals)?
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3. Are there compliance or security requirements to address?
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4. Should this be published to the organization or the public store?
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5. What monitoring and reporting is needed?
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Then provide:
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- Step-by-step deployment guide
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- Admin center configuration steps
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- User assignment recommendations
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- Governance and compliance checklist
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- Monitoring and reporting plan
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```` |