Session
Governance and Naming Conventions for Copilot Studio Agents: Secure and Scalable Framework
In this session, we will outline how to establish a robust governance framework for your Copilot Studio agents, with a sharp focus on naming conventions, security, and component reuse.
We begin with the Discovery & Planning phase—emphasizing stakeholder alignment (IT, compliance, legal), clear definition of compliance needs (e.g., GDPR, data flows), and consistent naming standards for both agents and solutions to ensure clarity, traceability, and security across your ALM pipelines.
Next, we delve into best practices around triggers and actions—particularly structuring Power Automate flows to maximize reusability and maintainability, given that triggers are inherently tied to specific agents .
Lastly, we examine the governance and security controls available in Copilot Studio—DLP, auditing via Microsoft Purview, access policies, environment routing, and license management—to ensure enterprise‑grade governance. You will walk away with practical guidance to implement and scale governance effectively.
Highlights:
- Clear naming conventions to ensure reliable agent identification and lifecycle management.
- Reusable trigger approach using standalone, modular Power Automate flows.
- Governance controls implementation to manage risk and enforce compliance.
- Strategic stakeholder alignment during the planning phase.

Nicolas Georgeault
AFI/Edgenda, Trainer and Consultant on Microsoft 365, AI and Microsoft Fabrics
Montréal, Canada
Links
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