Do You Know Which AI Agents Are Inside Your Microsoft 365 Tenant?

Summary

This post explores the security and compliance risks of unmanaged AI agents within Microsoft 365 tenants. It highlights new security solutions from AvePoint and Okta designed to inventory and secure AI agent identities. Key takeaways include:
- The rise of agentic AI introduces significant data exposure risks in M365.
- AvePoint's new AI agent inventory provides visibility into active agents and their data access.
- Okta's AI agent identity management treats autonomous agents as distinct non-human identities.
- Regulated industries like healthcare and nonprofits must govern AI agents to maintain HIPAA compliance.

AI Generated Audio Recap

The rapid adoption of agentic AI has introduced a new class of digital coworkers into the enterprise workspace. While these autonomous agents promise to revolutionize productivity, they also present unprecedented governance challenges. If your organization uses Microsoft 365, unauthorized or unmonitored AI agents may already be accessing, processing, and sharing your sensitive corporate data without your knowledge.

The Rise of Agentic AI in Microsoft 365

AI agents are rapidly integrating into Microsoft 365 environments, automating workflows but introducing massive data governance risks. Organizations must proactively audit these autonomous entities to maintain security.

The era of simple, conversational chatbots has evolved into the era of agentic AI. Today, AI agents do not just answer questions; they execute multi-step workflows, connect to third-party databases, and make decisions on behalf of users. Within a Microsoft 365 tenant, these agents can be deployed via Microsoft Copilot Studio, third-party integrations, or custom-built applications.

Because these agents operate in the background, they often bypass traditional user-centric security controls. An agent designed to streamline project management might silently read sensitive financial spreadsheets, executive emails, or proprietary product designs. Without centralized visibility, IT administrators cannot protect data boundaries, leaving the tenant vulnerable to accidental data exposure and unauthorized privilege escalation.

Securing the Autonomous Frontier: AvePoint and Okta Solutions

Recent security releases from AvePoint and Okta provide critical visibility, allowing IT administrators to inventory active AI agents and assign distinct machine identities to secure data boundaries.

To address this visibility gap, leading enterprise security partners have launched specialized tools designed to bring AI agents under strict administrative control.

AvePoint AI Agent Inventory

In its April 2026 platform updates, AvePoint introduced an advanced AI agent inventory capability within the AvePoint Confidence Platform. This solution automatically discovers and catalogs every AI agent operating within your Microsoft 365 tenant. It provides administrators with a comprehensive view of:

  • Which agents are active.
  • Who authorized them.
  • What specific data repositories they are permitted to access.
  • How frequently they interact with corporate data.

Okta AI Agent Identity

Simultaneously, Okta has pioneered AI agent identity management. Rather than allowing AI agents to run under the credentials of the users who created them, Okta treats agents as distinct non-human identities (NHIs). By assigning unique, verifiable security identities to each agent, organizations can apply granular access policies, enforce multi-factor authentication (MFA) equivalents for automated processes, and instantly revoke agent privileges if anomalous behavior is detected.

The HIPAA and Compliance Stakes for Healthcare and Nonprofits

For highly regulated sectors like healthcare and nonprofits, undocumented AI agents accessing Protected Health Information (PHI) pose severe compliance risks. Implementing strict data access controls is no longer optional.

For healthcare organizations and nonprofits, AI governance is not just an IT concern—it is a critical legal and compliance requirement. Under HIPAA, any entity that accesses, stores, or transmits Protected Health Information (PHI) must maintain strict access controls and comprehensive audit logs.

Consider an example: Alex, a senior program manager at a healthcare nonprofit, deploys a third-party AI agent to summarize patient feedback forms stored in Microsoft SharePoint. If that agent is not properly sandboxed, it might index adjacent folders containing patient medical records, transmitting PHI to an external LLM (Large Language Model) provider.

This scenario constitutes an undocumented data breach. Without the inventory tools provided by AvePoint and the identity frameworks from Okta, proving compliance during an audit becomes virtually impossible. Your organization must cover every AI agent under a Business Associate Agreement (BAA) and restrict data access strictly to authorized datasets.

How to Audit and Govern AI Agents in Your M365 Tenant

Securing your tenant requires a systematic approach. Discover active agents, verify their identities, restrict permissions, and continuously monitor access.

To regain control of your Microsoft 365 tenant and secure your data from unauthorized AI access, CIT recommends implementing a four-step AI governance framework:

[1. Discover] ──> [2. Identify] ──> [3. Restrict] ──> [4. Monitor]
  1. Discover Active Agents: Use AvePoint to run a comprehensive discovery scan of your Microsoft 365 tenant. Identify every active Copilot extension, custom agent, and third-party integration.
  2. Assign Distinct Identities: Leverage Okta to transition away from shared user credentials. Ensure every autonomous agent operates under a dedicated non-human identity with restricted, auditable permissions.
  3. Enforce Zero-Trust Boundaries: Implement zero-trust endpoint and application control solutions like ThreatLocker to block unauthorized execution of AI scripts. Use Microsoft Purview to label sensitive data and prevent AI agents from indexing restricted files.
  4. Monitor Network Traffic: Utilize Zscaler to monitor and secure the outbound traffic generated by AI agents, ensuring that sensitive corporate data is not leaked to unapproved external LLM endpoints.

Partnering with CIT for AI Governance

Partnership

Navigating the complexities of Microsoft 365 AI governance requires specialized expertise. CIT helps organizations implement robust security frameworks to leverage AI safely and compliantly.

As a certified partner of Microsoft, AvePoint, Okta, and ThreatLocker, CIT is uniquely positioned to secure your organization’s AI journey. We help you balance the productivity benefits of agentic AI with rigorous security controls. Protect your intellectual property and maintain compliance without sacrificing efficiency.

Ready to secure your tenant? Learn More about our comprehensive security assessments and AI governance services today.

Source:

  • AvePoint Solutions Blog | https://www.avepoint.com/blog/solutions-blog/avepoint-updates-april-2026
  • AvePoint Newsroom | https://www.avepoint.com/news/avepoint-doubles-down-on-agentic-ai-and-multicloud-resilience-across-the-confidence-platform-260428
  • Microsoft Security Blog | https://www.microsoft.com/en-us/security/blog/2026/04/30/whats-new-updated-or-recently-released-in-microsoft-security

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