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Portal Walkthrough: Control 3.1 - Agent Inventory and Metadata Management

Last Updated: January 2026 Portal: Power Platform Admin Center, Microsoft 365 Admin Center Estimated Time: 1-2 hours

Prerequisites

Step-by-Step Configuration

Step 1: Access Power Platform Inventory

  1. Sign in to Power Platform Admin Center (https://admin.powerplatform.microsoft.com)
  2. Navigate to Manage > Inventory
  3. View the complete list of maker creations across all environments
  4. Note the item count displayed (e.g., "Showing 297 of 297 items")

Step 2: Review Available Columns

Review the following columns in the inventory view:

Column Description Governance Use
Item name Name of the agent/app/flow Identification
Item type Agent, Model-driven app, Code app Filter for agents
Owner User who created/owns the item Accountability
Modified on Last modification date Change tracking
Created on Creation date Lifecycle tracking
Environment Environment name (clickable link) Location tracking
Environment type Sandbox, Default, Developer, Production Risk classification
Environment region Geographic location Data residency

Step 3: Filter by Agent Type

  1. Click on the Item type column filter
  2. Select Agent to filter the view
  3. Review only agents (excluding apps and flows)
  4. Document the total agent count for your records

Step 4: Identify Orphaned Agents

  1. Review the Owner column for each agent
  2. Look for indicators of orphaned agents:
  3. "System Account" in owner field
  4. Deleted user names
  5. Empty owner fields
  6. Document any orphaned agents for remediation

Step 5: Export Inventory to CSV

  1. Click the Export button in the toolbar
  2. Select CSV format
  3. Save to your designated governance location
  4. Name the file with date: AgentInventory_YYYYMMDD.csv

Step 6: Access M365 Admin Center Agent Registry

  1. Open Microsoft 365 Admin Center
  2. Navigate to Settings > Integrated apps
  3. Select the Agents tab
  4. Review declarative agents and M365 Copilot extensions

Step 7: Reconcile Both Inventories

  1. Export the M365 Agent Registry list
  2. Compare against Power Platform inventory export
  3. Identify any agents appearing in only one location
  4. Document discrepancies for investigation

Configuration by Governance Level

Setting Baseline (Level 1) Recommended (Level 2-3) Regulated (Level 4)
Review frequency Monthly Weekly Daily
Metadata tracked Basic (owner, env, dates) Extended (purpose, data sources) Comprehensive (risk, validation)
Export retention 1 year 3 years 6+ years
Orphan detection Monthly Weekly Daily
GRC integration Optional Recommended Required
Hash verification Optional Recommended Required

System of Record Setup

  1. Create a SharePoint site for governance records
  2. Create a list named "Agent Inventory Register"
  3. Add columns:
  4. AgentID (text, required)
  5. Agent Name (text)
  6. Owner (person)
  7. Owner Manager (person)
  8. Environment (choice)
  9. Governance Tier (choice: 1/2/3)
  10. Data Classification (choice)
  11. Business Purpose (multiline text)
  12. Approval Date (date)
  13. RTO Minutes (number)
  14. RPO Minutes (number)
  15. Operational State (choice)
  16. Enable version history for audit trail

Option B: GRC Tool Integration

  1. Configure API connection to your GRC platform
  2. Map inventory fields to GRC asset records
  3. Establish automated sync schedule
  4. Configure change notifications

NYDFS Part 500 Compliance Fields

For organizations subject to NYDFS Part 500 Section 500.13, add these fields to your inventory:

Field Value Type Example
Recovery Time Objective (RTO) Minutes 60
Recovery Point Objective (RPO) Minutes 15
Support Expiration Date Date 2027-12-31
Criticality Tier 1-4 2
Backup Compliance Status Choice Compliant
Operational State Choice Active

Validation

After completing these steps, verify:

  • Power Platform inventory displays all environments
  • Agent count matches expected total
  • Orphaned agents identified and documented
  • CSV export completed and saved
  • M365 Agent Registry reviewed
  • Both inventories reconciled
  • System of record established

Back to Control 3.1 | PowerShell Setup | Verification Testing | Troubleshooting