Secure and govern AI apps and agents with Microsoft Purview
The Microsoft Purview family is here to help you secure and govern data across third party IaaS and Saas, multi-platform data environment, while helping you meet compliance requirements you may be subject to. Purview brings simplicity with a comprehensive set of solutions built on a platform of shared capabilities, that helps keep your most important asset, data, safe. With the introduction of AI technology, Purview also expanded its data coverage to include discovering, protecting, and governing the interactions of AI apps and agents, such as Microsoft Copilots like Microsoft 365 Copilot and Security Copilot, Enterprise built AI apps like Chat GPT enterprise, and other consumer AI apps like DeepSeek, accessed through the browser. To help you view, investigate interactions with all those AI apps, and to create and manage policies to secure and govern them in one centralized place, we have launched Purview Data Security Posture Management (DSPM) for AI. You can learn more about DSPM for AI here with short video walkthroughs: Learn how Microsoft Purview Data Security Posture Management (DSPM) for AI provides data security and compliance protections for Copilots and other generative AI apps | Microsoft Learn Purview capabilities for AI apps and agents To understand our current set of capabilities within Purview to discover, protect, and govern various AI apps and agents, please refer to our Learn doc here: Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Here is a quick reference guide for the capabilities available today: Note that currently, DLP for Copilot and adhering to sensitivity label are currently designed to protect content in Microsoft 365. Thus, Security Copilot and Coplot in Fabric, along with Copilot studio custom agents that do not use Microsoft 365 as a content source, do not have these features available. Please see list of AI sites supported by Microsoft Purview DSPM for AI here Conclusion Microsoft Purview can help you discover, protect, and govern the prompts and responses from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps through its data security and data compliance solutions, while allowing you to view, investigate, and manage interactions in one centralized place in DSPM for AI. Follow up reading Check out the deployment guides for DSPM for AI How to deploy DSPM for AI - https://aka.ms/DSPMforAI/deploy How to use DSPM for AI data risk assessment to address oversharing - https://aka.ms/dspmforai/oversharing Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing Explore the Purview SDK Microsoft Purview SDK Public Preview | Microsoft Community Hub (blog) Microsoft Purview documentation - purview-sdk | Microsoft Learn Build secure and compliant AI applications with Microsoft Purview (video) References for DSPM for AI Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview AI Hub and data security and compliance protections for Microsoft 365 Copilot and Microsoft Copilot | Microsoft Learn Block Users From Sharing Sensitive Information to Unmanaged AI Apps Via Edge on Managed Devices (preview) | Microsoft Learn as part of Scenario 7 of Create and deploy a data loss prevention policy | Microsoft Learn Commonly used properties in Copilot audit logs - Audit logs for Copilot and AI activities | Microsoft Learn Supported AI sites by Microsoft Purview for data security and compliance protections | Microsoft Learn Where Copilot usage data is stored and how you can audit it - Microsoft 365 Copilot data protection and auditing architecture | Microsoft Learn Downloadable whitepaper: Data Security for AI Adoption | Microsoft Explore the roadmap for DSPM for AI Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365PMPurHow to deploy Microsoft Purview DSPM for AI to secure your AI apps
Microsoft Purview Data Security Posture Management (DSPM for AI) is designed to enhance data security for the following AI applications: Microsoft Copilot experiences, including Microsoft 365 Copilot. Enterprise AI apps, including ChatGPT enterprise integration. Other AI apps, including all other AI applications like ChatGPT consumer, Microsoft Copilot, DeepSeek, and Google Gemini, accessed through the browser. In this blog, we will dive into the different policies and reporting we have to discover, protect and govern these three types of AI applications. Prerequisites Please refer to the prerequisites for DSPM for AI in the Microsoft Learn Docs. Login to the Purview portal To begin, start by logging into Microsoft 365 Purview portal with your admin credentials: In the Microsoft Purview portal, go to the Home page. Find DSPM for AI under solutions. 1. Securing Microsoft 365 Copilot Be sure to check out our blog on How to use the DSPM for AI data assessment report to help you address oversharing concerns when you deploy Microsoft 365 Copilot. Discover potential data security risks in Microsoft 365 Copilot interactions In the Overview tab of DSPM for AI, start with the tasks in “Get Started” and Activate Purview Audit if you have not yet activated it in your tenant to get insights into user interactions with Microsoft Copilot experiences In the Recommendations tab, review the recommendations that are under “Not Started”. Create the following data discovery policy to discover sensitive information in AI interactions by clicking into it. Detect risky interactions in AI apps - This public preview Purview Insider Risk Management policy helps calculate user risk by detecting risky prompts and responses in Microsoft 365 Copilot experiences. Click here to learn more about Risky AI usage policy. With the policies to discover sensitive information in Microsoft Copilot experiences in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter to Microsoft Copilot Experiences, and review the following for Microsoft Copilot experiences: Total interactions over time (Microsoft Copilot) Sensitive interactions per AI app Top unethical AI interactions Top sensitivity labels references in Microsoft 365 Copilot Insider Risk severity Insider risk severity per AI app Potential risky AI usage Protect sensitive data in Microsoft 365 Copilot interactions From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities from Microsoft Copilot experiences based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. Then drill down to each activity to view details including the capability to view prompts and response with the right permissions. To protect the sensitive data in interactions for Microsoft 365 Copilot, review the Not Started policies in the Recommendations tab and create these policies: Information Protection Policy for Sensitivity Labels - This option creates default sensitivity labels and sensitivity label policies. If you've already configured sensitivity labels and their policies, this configuration is skipped. Protect sensitive data referenced in Microsoft 365 Copilot - This guides you through the process of creating a Purview Data Loss Prevention (DLP) policy to restrict the processing of content with specific sensitivity labels in Copilot interactions. Click here to learn more about Data Loss Prevention for Microsoft 365 Copilot. Protect sensitive data referenced in Copilot responses - Sensitivity labels help protect files by controlling user access to data. Microsoft 365 Copilot honors sensitivity labels on files and only shows users files they already have access to in prompts and responses. Use Data assessments to identify potential oversharing risks, including unlabeled files. Stay tuned for an upcoming blog post on using DSPM for AI data assessments! Use Copilot to improve your data security posture - Data Security Posture Management combines deep insights with Security Copilot capabilities to help you identify and address security risks in your org. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Govern the prompts and responses in Microsoft 365 Copilot interactions Understand and comply with AI regulations by selecting “Guided assistance to AI regulations” in the Recommendations tab and walking through the “Actions to take”. From the Recommendations tab, create a Control unethical behavior in AI Purview Communications Compliance policy to detect sensitive information in prompts and responses and address potentially unethical behavior in Microsoft Copilot experiences and ChatGPT for Enterprise. This policy covers all users and groups in your organization. To retain and/or delete Microsoft 365 Copilot prompts and responses, setup a Data Lifecycle policy by navigating to Microsoft Purview Data Lifecycle Management and find Retention Policies under the Policies header. You can also preserve, collect, analyze, review, and export Microsoft 365 Copilot interactions by creating an eDiscovery case. 2. Securing Enterprise AI apps Please refer to this amazing blog on Unlocking the Power of Microsoft Purview for ChatGPT Enterprise | Microsoft Community Hub for detailed information on how to integrate with ChatGPT for enterprise, the Purview solutions it currently supports through Purview Communication Compliance, Insider Risk Management, eDiscovery, and Data Lifecycle Management. Learn more about the feature also through our public documentation. 3. Securing other AI Microsoft Purview DSPM for AI currently supports the following list of AI sites. Be sure to also check out our blog on the new Microsoft Purview data security controls for the browser & network to secure other AI apps. Discover potential data security risks in prompts sent to other AI apps In the Overview tab of DSPM for AI, go through these three steps in “Get Started” to discover potential data security risk in other AI interactions: Install Microsoft Purview browser extension For Windows users: The Purview extension is not necessary for the enforcement of data loss prevention on the Edge browser but required for Chrome to detect sensitive info pasted or uploaded to AI sites. The extension is also required to detect browsing to other AI sites through an Insider Risk Management policy for both Edge and Chrome browser. Therefore, Purview browser extension is required for both Edge and Chrome in Windows. For MacOS users: The Purview extension is not necessary for the enforcement of data loss prevention on macOS devices, and currently, browsing to other AI sites through Purview Insider Risk Management is not supported on MacOS, therefore, no Purview browser extension is required for MacOS. Extend your insights for data discovery – this one-click collection policy will setup three separate Purview detection policies for other AI apps: Detect sensitive info shared in AI prompts in Edge – a Purview collection policy that detects prompts sent to ChatGPT consumer, Micrsoft Copilot, DeepSeek, and Google Gemini in Microsoft Edge and discovers sensitive information shared in prompt contents. This policy covers all users and groups in your organization in audit mode only. Detect when users visit AI sites – a Purview Insider Risk Management policy that detects when users use a browser to visit AI sites. Detect sensitive info pasted or uploaded to AI sites – a Purview Endpoint Data loss prevention (eDLP) policy that discovers sensitive content pasted or uploaded in Microsoft Edge, Chrome, and Firefox to AI sites. This policy covers all users and groups in your org in audit mode only. With the policies to discover sensitive information in other AI apps in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter by Other AI Apps, and review the following for other AI apps: Total interactions over time (other AI apps) Total visits (other AI apps) Sensitive interactions per AI app Insider Risk severity Insider risk severity per AI app Protect sensitive info shared with other AI apps From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. To protect the sensitive data in interactions for other AI apps, review the Not Started policies in the Recommendations tab and create these policies: Fortify your data security – This will create three policies to manage your data security risks with other AI apps: 1) Block elevated risk users from pasting or uploading sensitive info on AI sites – this will create a Microsoft Purview endpoint data loss prevention (eDLP) policy that uses adaptive protection to give a warn-with-override to elevated risk users attempting to paste or upload sensitive information to other AI apps in Edge, Chrome, and Firefox. This policy covers all users and groups in your org in test mode. Learn more about adaptive protection in Data loss prevention. 2) Block elevated risk users from submitting prompts to AI apps in Microsoft Edge – this will create a Microsoft Purview browser data loss prevention (DLP) policy, and using adaptive protection, this policy will block elevated, moderate, and minor risk users attempting to put information in other AI apps using Microsoft Edge. This integration is built-in to Microsoft Edge. Learn more about adaptive protection in Data loss prevention. 3) Block sensitive info from being sent to AI apps in Microsoft Edge - this will create a Microsoft Purview browser data loss prevention (DLP) policy to detect inline for a selection of common sensitive information types and blocks prompts being sent to AI apps while using Microsoft Edge. This integration is built-in to Microsoft Edge. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Conclusion Microsoft Purview DSPM for AI can help you discover, protect, and govern the interactions from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps. We recommend you review the Reports in DSPM for AI routinely to discover any new interactions that may be of concern, and to create policies to secure and govern those interactions as necessary. We also recommend you utilize the Activity Explorer in DSPM for AI to review different Activity explorer events while users interacting with AI, including the capability to view prompts and response with the right permissions. We will continue to update this blog with new features that become available in DSPM for AI, so be sure to bookmark this page! Follow-up Reading Check out this blog on the details of each recommended policies in DSPM for AI: Microsoft Purview – Data Security Posture Management (DSPM) for AI | Microsoft Community Hub Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview AI Hub and data security and compliance protections for Microsoft 365 Copilot and Microsoft Copilot | Microsoft Learn Commonly used properties in Copilot audit logs - Audit logs for Copilot and AI activities | Microsoft Learn Supported AI sites by Microsoft Purview for data security and compliance protections | Microsoft Learn Where Copilot usage data is stored and how you can audit it - Microsoft 365 Copilot data protection and auditing architecture | Microsoft Learn Downloadable whitepaper: Data Security for AI Adoption | Microsoft Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365Rethinking Data Security and Governance in the Era of AI
The era of AI is reshaping industries, enabling unprecedented innovations, and presenting new opportunities for organizations worldwide. But as organizations accelerate AI adoption, many are focused on a growing concern: their current data security and governance practices are not effectively built for the fast-paced AI innovation and ever-evolving regulatory landscape. At Microsoft, we recognize the critical need for an integrated approach to address these risks. In our latest findings, Top 3 Challenges in Securing and Governing Data for the Era of AI, we uncovered critical gaps in how organizations manage data risk. The findings exemplify the current challenges: 91% of leaders are not prepared to manage risks posed by AI 1 and 85% feel unprepared to comply with AI regulations 2 . These gaps not only increase non-compliance but also put innovation at risk. Microsoft Purview has the tools to tackle these challenges head on, helping organizations move to an approach that protects data, meets compliance regulations, and enables trusted AI transformation. We invite you to take this opportunity to evaluate your current practices, platforms, and responsibilities, and to understand how to best secure and govern your organization for growing data risks in the era of AI. Platform fragmentation continues to weaken security outcomes Organizations often rely on fragmented tools across security, compliance, and data teams, leading to a lack of unified visibility and insufficient data hygiene. Our findings reveal the effects of fragmented platforms, leading to duplicated data, inconsistent classification, redundant alerts, and siloed investigations, which ultimately is causing data exposure incidents related to AI to be on the rise 3 . Microsoft Purview offers centralized visibility across your organization’s data estate. This allows teams to break down silos, streamline workflows, and mitigate data leakage and oversharing. With Microsoft Purview, capabilities like data health management and data security posture management are designed to enhance collaboration and deliver enriched insights across your organization to help further protect your data and mitigate risks faster. Microsoft Purview offers the following: Unified insights across your data estate, breaking down silos between security, compliance, and data teams. Microsoft Purview Data Security Posture Management (DSPM) for AI helps organizations gain unified visibility into GenAI usage across users, data, and apps to address the heightened risk of sensitive data exposure from AI. Built-in capabilities like classification, labeling, data loss prevention, and insider risk insights in one platform. In addition, newly launched solutions like Microsoft Purview Data Security Investigations accelerate investigations with AI-powered deep content analysis, which helps data security teams quickly identify and mitigate sensitive data and security risks within impacted data. Organizations like Kern County historically relied on many fragmented systems but adopted Microsoft Purview to unify their organization’s approach to data protection in preparation for increasing risks associated with deploying GenAI. “We have reduced risk exposure, [Microsoft] Purview helped us go from reaction to readiness. We are catching issues proactively instead of retroactively scrambling to contain them.” – Aaron Nance, Deputy Chief Information Security Officer, Kern County Evolving regulations require continuous compliance AI-driven innovation is creating a surge in regulations, resulting in over 200 daily updates across more than 900 regulatory agencies 4 , as highlighted in our research. Compliance has become increasingly difficult, with organizations struggling to avoid fines and comply with varying requirements across regions. To navigate these challenges effectively, security leaders’ responsibilities are expanding to include oversight across governance and compliance, including oversight of traditional data catalog and governance solutions led by the central data office. Leaders also cite the need for regulation and audit readiness. Microsoft Purview enables compliance and governance by: Streamlining compliance with Microsoft Purview Compliance Manager templates, step-by-step guidance, and insights for region and industry-specific regulations, including GDPR, HIPAA, and AI-specific regulation like the EU AI Act. Supporting legal matters such as forensic and internal investigations with audit trail records in Microsoft Purview eDiscovery and Audit. Activating and governing data for trustworthy analytics and AI with Microsoft Purview Unified Catalog, which enables visibility across your data estate and data confidence via data quality, data lineage, and curation capabilities for federated governance. Microsoft Purview’s suite of capabilities provides visibility and accountability, enabling security leaders to meet stringent compliance demands while advancing AI initiatives with confidence. Organizations need a unified approach to secure and govern data Organizations are calling for an integrated platform to address data security, governance, and compliance collectively. Our research shows that 95% of leaders agree that unifying teams and tools is a top priority 5 and 90% plan to adopt a unified solution to mitigate data related risks and maximize impact 6 . Integration isn't just about convenience, it’s about enabling innovation with trusted data protection. Microsoft Purview enables a shared responsibility model, allowing individual business units to own their data while giving central teams oversight and policy control. As organizations adopt a unified platform approach, our findings reveal the upside potential not only being reduced risk but also cost savings. With AI-powered copilots such as Security Copilot in Microsoft Purview, data protection tasks are simplified with natural-language guidance, especially for under resourced teams. Accelerating AI transformation with Microsoft Purview Microsoft Purview helps security, compliance, and governance teams navigate the complexities of AI innovation while implementing effective data protection and governance strategies. Microsoft partner EY highlights the results they are seeing: “We are seeing 25%–30% time savings when we build secure features using [Microsoft] Purview SDK. What was once fragmented is now centralized. With [Microsoft] Purview, everything comes together on one platform, giving a unified foundation to innovate and move forward with confidence.” – Prashant Garg, Partner of Data and AI, EY We invite you to explore how you can propel your organization toward a more secure future by reading the full research paper at https://aka.ms/SecureAndGovernPaper. Visit our website to learn more about Microsoft Purview. 1 Forbes, Only 9% Of Surveyed Companies Are Ready To Manage Risks Posed By AI, 2023 2 SAP LeanIX, AI Survey Results, 2024 3 Microsoft, Data Security Index Report, 2024 4 Forbes, Cost of Compliance, Thomson Reuters, 2021 5 Microsoft, Audience Research, 2024 6 Microsoft, Customer Requirements Research, 2024Enterprise-grade controls for AI apps and agents built with Azure AI Foundry and Copilot Studio
AI innovation is moving faster than ever, and more AI projects are moving beyond experimentation into deployment, to drive tangible business impact. As organizations accelerate innovation with custom AI applications and agents, new risks emerge across the software development lifecycle and AI stack related to data oversharing and leaks, new vulnerabilities and threats, and non-compliance with stringent regulatory requirements Through 2025, poisoning of software supply chains and infrastructure technology stacks will constitute more than 70% of malicious attacks against AI used in the enterprise 1 , highlighting potential threats that originate early in development. Today, the average cost of a data breach is $4.88 million, but when security issues are caught early in the development process, that number drops dramatically to just $80 per incident 2 . The message is very clear; security can’t be an afterthought anymore. It must be a team sport across the organization, embedded from the start and throughout the development lifecycle. That's why developers and security teams should align on processes and tools that bring security into every stage of the AI development lifecycle and give security practitioners visibility into and the ability to mitigate risks. To address these growing challenges and help customers secure and govern their AI workloads across development and security teams, we are: Enabling Azure AI Foundry and Microsoft Copilot Studio to provide best-in-class foundational capabilities to secure and govern AI workloads Deeply integrating and embedding industry-leading capabilities from Microsoft Purview, Microsoft Defender, and Microsoft Entra into Azure AI Foundry and Microsoft Copilot Studio This week, 3,000 developers are gathering in Seattle for the annual Microsoft Build conference, with many more tuning in online, to learn practical skills for accelerating their AI apps and agents' innovation. To support their AI innovation journey, today we are excited to announce several new capabilities to help developers and organizations secure and govern AI apps and agents. New Azure AI Foundry foundational capabilities to secure and govern AI workloads Azure AI Foundry enhancements for AI security and safety With 70,000 customers, 100 trillion tokens processed this quarter, and 2 billion enterprise search queries each day, Azure AI Foundry has grown beyond just an application layer—it's now a comprehensive platform for building agents that can plan, take action, and continuously learn to drive real business outcomes. To help organizations build and deploy AI with confidence, we’re introducing new security and safety capabilities and insights for developers in Azure AI Foundry Introducing Spotlighting to detect and block prompt injection attacks in real time As AI systems increasingly rely on external data sources, a new class of threats has emerged. Indirect prompt injection attacks embed hidden instructions in documents, emails, and web content, tricking models into taking unauthorized actions without any direct user input. These attacks are difficult to detect and hard to prevent using traditional filters alone. To address this, Azure AI Content Safety is introducing Spotlighting, now available in preview. Spotlighting strengthens the Prompt Shields guardrail by improving its ability to detect and handle potential indirect prompt injections, where hidden adversarial instructions are embedded in external content. This new capability helps prevent the model from inadvertently acting on malicious prompts that are not directly visible to the user. Enable Spotlighting in Azure AI Content Safety to detect potential indirect prompt injection attacks New capabilities for task adherence evaluation and task adherence mitigation to ensure agents remain within scope As developers build more capable agents, organizations face growing pressure to help confirm those agents act within defined instructions and policy boundaries. Even small deviations can lead to tool misuse, broken workflows, or risks like unintended exposure of sensitive data. To solve this, Azure AI Foundry now includes task adherence for agents, now in preview and powered by two components: a real-time evaluation and a new control within Azure AI Content Safety. At the core is a real-time task adherence evaluation API, part of Azure AI Content Safety. This API assesses whether an agent’s behavior is aligned with its assigned task by analyzing the user’s query, system instructions, planned tool calls, and the agent’s response. The evaluation framework is built on Microsoft’s Agent Evaluators, which measure intent resolution, tool selection accuracy, completeness of response, and overall alignment to the original request. Developers can run this scoring logic locally using the Task Adherence Evaluator in the Azure AI Evaluation SDK, with a five-point scale that ranges from fully nonadherent to fully adherent. This gives teams a flexible and transparent way to inspect task-level behavior before it causes downstream issues. Task adherence is enforced through a new control in Azure AI Content Safety. If an agent goes off-task, the control can block tool use, pause execution, or trigger human review. In Azure AI Agent Service, it is available as an opt-in feature and runs automatically. Combined with real-time evaluation, this control helps to ensure that agents stay on task, follow instructions, and operate according to enterprise policies. Learn more about Prompt Shields in Azure AI Content Safety. Azure AI Foundry continuous evaluation and monitoring of agentic systems Maintaining high performance and compliance for AI agents after deployment is a growing challenge. Without ongoing oversight, issues like performance degradation, safety risks, or unintentional misuse of resources can slip through unnoticed. To address this, Azure AI Foundry introduces continuous evaluation and monitoring of agentic systems, now in preview, provides a single pane of glass dashboard to track key metrics such as performance, quality, safety, and resource usage in real time. Continuous evaluation runs quality and safety evaluations at a sampled rate of production usage with results made available in the Azure AI Foundry Monitoring dashboard and published to Application Insights. Developers can set alerts to detect drift or regressions and use Azure Monitor to gain full-stack visibility into their AI systems. For example, an organization using an AI agent to assist with customer-facing tasks can monitor groundedness and detect a decline in quality when the agent begins referencing irrelevant information, helping teams to act before it potentially negatively affects trust of users. Azure AI Foundry evaluation integrations with Microsoft Purview Compliance Manager, Credo AI, and Saidot for streamlined compliance AI regulations and standards introduce new requirements for transparency, documentation, and risk management for high-risk AI systems. As developers build AI applications and agents, they may need guidance and tools to help them evaluate risks based on these requirements and seamlessly share control and evaluation insights with compliance and risk teams. Today, we are announcing previews for Azure AI Foundry evaluation tool’s integration with a compliance management solution, Microsoft Purview Compliance Manager, and AI governance solutions, Credo AI and Saidot. These integrations help define risk parameters, run suggested compliance evaluations, and collect evidence for control testing and auditing. For example, for a developer who’s building an AI agent in Europe may be required by their compliance team to complete a Data Protection Impact Assets (DPIA) and Algorithmic Impact Assessment (AIA) to meet internal risk management and technical documentation requirements aligned with emerging AI governance standards and best practices. Based on Purview Compliance Manager’s step-by-step guidance on controls implementation and testing, the compliance teams can evaluate risks such as potential bias, cybersecurity vulnerabilities, or lack of transparency in model behavior. Once the evaluation is conducted in Azure AI Foundry, the developer can obtain a report with documented risk, mitigation, and residual risk for compliance teams to upload to Compliance Manager to support audits and provide evidence to regulators or external stakeholders. Assess controls for Azure AI Foundry against emerging AI governance standards Learn more about Purview Compliance Manager. Learn more about the integration with Credo AI and Saidot in this blogpost. Leading Microsoft Entra, Defender and Purview value extended to Azure AI Foundry and Microsoft Copilot Studio Introducing Microsoft Entra Agent ID to help address agent sprawl and manage agent identity Organizations are rapidly building their own AI agents, leading to agent sprawl and a lack of centralized visibility and management. Security teams often struggle to keep up, unable to see which agents exist and whether they introduce security or compliance risks. Without proper oversight, agent sprawl increases the attack surface and makes it harder to manage these non-human identities. To address this challenge, we’re announcing the public preview of Microsoft Entra Agent ID, a new capability in the Microsoft Entra admin center that gives security admins visibility and control over AI agents built with Copilot Studio and Azure AI Foundry. With Microsoft Entra Agent ID, an agent created through Copilot Studio or Azure AI Foundry is automatically assigned an identity with no additional work required from the developers building them. This is the first step in a broader initiative to manage and protect non-human identities as organizations continue to build AI agents. : Security and identity admins can gain visibility into AI agents built in Copilot Studio and Azure AI Foundry in the Microsoft Entra Admin Center This new capability lays the foundation for more advanced capabilities coming soon to Microsoft Entra. We also know that no one can do it alone. Security has always been a team sport, and that’s especially true as we enter this new era of protecting AI agents and their identities. We’re energized by the momentum across the industry; two weeks ago, we announced support for the Agent-to-Agent (A2A) protocol and began collaborating with partners to shape the future of AI identity workflows. Today, we’re also excited to announce new partnerships with ServiceNow and Workday. As part of this, we’ll integrate Microsoft Entra Agent ID with the ServiceNow AI Platform and the Workday Agent System of Record. This will allow for automated provisioning of identities for future digital employees. Learn more about Microsoft Entra Agent ID. Microsoft Defender security alerts and recommendations now available in Azure AI Foundry As more AI applications are deployed to production, organizations need to predict and prevent potential AI threats with natively integrated security controls backed by industry-leading Gen AI and threat intelligence for AI deployments. Developers need critical signals from security teams to effectively mitigate security risks related to their AI deployments. When these critical signals live in separate systems outside the developer experience, this can create delays in mitigation, leaving opportunities for AI apps and agents to become liabilities and exposing organizations to various threats and compliance violations. Now in preview, Microsoft Defender for Cloud integrates AI security posture management recommendations and runtime threat protection alerts directly into the Azure AI Foundry portal. These capabilities, previously announced as part of the broader Microsoft Defender for Cloud solution, are extended natively into Azure AI Foundry enabling developers to access alerts and recommendations without leaving their workflows. This provides real-time visibility into security risks, misconfigurations, and active threats targeting their AI applications on specific Azure AI projects, without needing to switch tools or wait on security teams to provide details. Security insights from Microsoft Defender for Cloud help developers identify and respond to threats like jailbreak attacks, sensitive data leakage, and misuse of system resources. These insights include: AI security posture recommendations that identify misconfigurations and vulnerabilities in AI services and provide best practices to reduce risk Threat protection alerts for AI services that notify developers of active threats and provide guidance for mitigation, across more than 15 detection types For example, a developer building an AI-powered agent can receive security recommendations suggesting the use of Azure Private Link for Azure AI Services resources. This reduces the risk of data leakage by handling the connectivity between consumers and services over the Azure backbone network. Each recommendation includes actionable remediation steps, helping teams identify and mitigate risks in both pre- and post-deployment phases. This helps to reduce risks without slowing down innovation. : Developers can view security alerts on the Risks + alerts page in Azure AI Foundry : Developers can view recommendations on the Guardrails + controls page in Azure AI Foundry This integration is currently in preview and will be generally available in June 2025 in Azure AI Foundry. Learn more about protecting AI services with Microsoft Defender for Cloud. Microsoft Purview capabilities extended to secure and govern data in custom-built AI apps and agents Data oversharing and leakage are among the top concerns for AI adoption, and central to many regulatory requirements. For organizations to confidently deploy AI applications and agents, both low code and pro code developers need a seamless way to embed security and compliance controls into their AI creations. Without simple, developer-friendly solutions, security gaps can quickly become blockers, delaying deployment and increasing risks as applications move from development to production. Today, Purview is extending its enterprise-grade data security and compliance capabilities, making it easier for both low code and pro code developers to integrate data security and compliance into their AI applications and agents, regardless of which tools or platforms they use. For example, with this update, Microsoft Purview DSPM for AI becomes the one place data security teams can see all the data risk insights across Microsoft Copilots, agents built in Agent Builder and Copilot Studio, and custom AI apps and agents built in Azure AI Foundry and other platforms. Admins can easily drill into security and compliance insights for specific AI apps or agents, making it easier to investigate and take action on potential risks. : Data security admins can now find data security and compliance insights across Microsoft Copilots, agents built with Agent Builder and Copilot Studio, and custom AI apps and agents in Microsoft Purview DSPM for AI In the following sections, we will provide more details about the updates to Purview capabilities in various AI workloads. 1. Microsoft Purview data security and compliance controls can be extended to any custom-built AI application and agent via the new Purview SDK or the native Purview integration with Azure AI Foundry. The new capabilities make it easy and effortless for security teams to bring the same enterprise-grade data security compliance controls available today for Microsoft 365 Copilot to custom AI applications and agents, so organizations can: Discover data security risks, such as sensitive data in user prompts, and data compliance risks, such as harmful content, and get recommended actions to mitigate risks proactively in Microsoft Purview Data Security Posture Management (DSPM) for AI. Protect sensitive data against data leakage and insider risks with Microsoft Purview data security policies. Govern AI interactions with Audit, Data Lifecycle Management, eDiscovery, and Communication Compliance. Microsoft Purview SDK Microsoft Purview now offers Purview SDK, a set of REST APIs, documentation, and code samples, currently in preview, enabling developers to integrate Purview's data security and compliance capabilities into AI applications or agents within any integrated development environment (IDE). : By embedding Purview APIs into the IDE, developers help enable their AI apps to be secured and governed at runtime For example, a developer building an AI agent using an AWS model can use the Purview SDK to enable their AI app to automatically identify and block sensitive data entered by users before it’s exposed to the model, while also providing security teams with valuable signals that support compliance. With Purview SDK, startups, ISVs, and partners can now embed Purview industry-leading capabilities directly into their AI software solutions, making these solutions Purview aware and easier for their customers to secure and govern data in their AI solutions. For example, Infosys Vice President and Delivery Head of Cyber Security Practice, Ashish Adhvaryu indicates, “Infosys Cyber Next platform integrates Microsoft Purview to provide enhanced AI security capabilities. Our solution, the Cyber Next AI assistant (Cyber Advisor) for the SOC analyst, leverages Purview SDK to drive proactive threat mitigation with real-time monitoring and auditing capabilities. This integration provides holistic AI-assisted protection, enhancing cybersecurity posture." Microsoft partner EY (previously known as Ernst and Young) has also leveraged the new Purview SDK to embed Purview value into their GenAI initiatives. “We’re not just building AI tools, we are creating Agentic solutions where trust, security, and transparency are present from the start, supported by the policy controls provided through the Purview SDK. We’re seeing 25 to 30 percent time savings when we build secure features using the Purview SDK,” noted Sumanta Kar, Partner, Innovation and Emerging Tech at EY. Learn more about the Purview SDK. Microsoft Purview integrates natively with Azure AI Foundry Organizations are developing an average of 14 custom AI applications. The rapid pace of AI innovation may leave security teams unaware of potential data security and compliance risks within their environments. With the update announced today, Azure AI Foundry signals are now directly integrated with Purview Data Security Posture Management for AI, Insider Risk Management, and data compliance controls, minimizing the need for additional development work. For example, for AI applications and agents built with Azure AI Foundry models, data security teams can gain visibility into AI usage and data risks in Purview DSPM for AI, with no additional work from developers. Data security teams can also detect, investigate, and respond to both malicious and inadvertent user activities, such as a departing employee leveraging an AI agent to retrieve an anomalous amount of sensitive data, with Microsoft Purview Insider Risk Management (IRM) policies. Lastly, user prompts and AI responses in Azure AI apps and agents can now be ingested into Purview compliance tools as mentioned above. Learn more about Microsoft Purview for Azure AI Foundry. 2. Purview data protections extended to Copilot Studio agents grounded in Microsoft Dataverse data Coming to preview in June, Purview Information Protection extends auto-labeling and label inheritance coverage to Dataverse to help prevent oversharing and data leaks. Information Protection makes it easier for organizations to automatically classify and protect sensitive data at scale. A common challenge is that sensitive data often lands in Dataverse from various sources without consistent labeling or protection. The rapid adoption of agents built using Copilot Studio and grounding data from Dataverse increases the risk of data oversharing and leakage if data is not properly protected. With auto-labeling, data stored in Dataverse tables can be automatically labeled based on policies set in Microsoft Purview, regardless of its source. This reduces the need for manual labeling effort and protects sensitive information from the moment it enters Dataverse. With label inheritance, AI agent responses grounded in Dataverse data will automatically carry and honor the source data’s sensitivity label. If a response pulls from multiple tables with different labels, the most restrictive label is applied to ensure consistent protection. For example, a financial advisor building an agent in Copilot Studio might connect multiple Dataverse tables, some labeled as “General” and others as “Highly Confidential.” If a response pulls from both, it will inherit the most restrictive label, in this case, "Highly Confidential,” to prevent unauthorized access and ensure appropriate protections are applied across both maker and users of the agent. Together, auto-labeling and label inheritance in Dataverse support a more secure, automated foundation for AI. : Sensitivity labels will be automatically applied to data in Dataverse : AI-generated responses will inherit and honor the source data’s sensitivity labels Learn more about protecting Dataverse data with Microsoft Purview. 3. Purview DSPM for AI can now provide visibility into unauthenticated interactions with Copilot Studio agents As organizations increasingly use Microsoft Copilot Studio to deploy AI agents for frontline customer interactions, gaining visibility into unauthenticated user interactions and proactively mitigating risks becomes increasingly critical. Building on existing Purview and Copilot Studio integrations, we’ve extended DSPM for AI and Audit in Copilot Studio to provide visibility into unauthenticated interactions, now in preview. This gives organizations a more comprehensive view of AI-related data security risks across authenticated and unauthenticated users. For example, a healthcare provider hosting an external, customer-facing agent assistant must be able to detect and respond to attempts by unauthenticated users to access sensitive patient data. With these new capabilities in DSPM for AI, data security teams can now identify these interactions, assess potential exposure of sensitive data, and act accordingly. Additionally, integration with Purview Audit provides teams with seamless access to information needed for audit requirements. : Gain visibility into all AI interactions, including those from unauthenticated users Learn more about Purview for Copilot Studio. 4. Purview Data Loss Prevention extended to more Microsoft 365 agent scenarios To help organizations prevent data oversharing through AI, at Ignite 2024, we announced that data security admins could prevent Microsoft 365 Copilot from using certain labeled documents as grounding data to generate summaries or responses. Now in preview, this control also extends to agents published in Microsoft 365 Copilot that are grounded by Microsoft 365 data, including pre-built Microsoft 365 agents, agents built with the Agent Builder, and agents built with Copilot Studio. This helps ensure that files containing sensitive content are used appropriately by AI agents. For example, confidential legal documents with highly specific language that could lead to improper guidance if summarized by an AI agent, or "Internal only” documents that shouldn’t be used to generate content that can be shared outside of the organization. : Extend data loss prevention (DLP) policies to Microsoft 365 Copilot agents to protect sensitive data Learn more about Data Loss Prevention for Microsoft 365 Copilot and agents. The data protection capabilities we are extending to agents in Agent Builder and Copilot Studio demonstrate our continued investment in strengthening the Security and Governance pillar of the Copilot Control System (CSS). CCS provides integrated controls to help IT and security teams secure, manage, and monitor Copilot and agents across Microsoft 365, spanning governance, management, and reporting. Learn more here. Explore additional resources As developers and security teams continue to secure AI throughout its lifecycle, it’s important to stay ahead of emerging risks and ensure protection. Microsoft Security provides a range of tools and resources to help you proactively secure AI models, apps, and agents from code to runtime. Explore the following resources to deepen your understanding and strengthen your approach to AI security: Learn more about Security for AI solutions on our webpage Learn more about Microsoft Purview SDK Get started with Azure AI Foundry Get started with Microsoft Entra Get started with Microsoft Purview Get started with Microsoft Defender for Cloud Get started with Microsoft 365 Copilot Get started with Copilot Studio Sign up for a free Microsoft 365 E5 Security Trial and Microsoft Purview Trial 1 Predicts 2025: Navigating Imminent AI Turbulence for Cybersecurity, Jeremy D'Hoinne, Akif Khan, Manuel Acosta, Avivah Litan, Deepak Seth, Bart Willemsen, 10 February 2025 2 IBM. "Cost of a Data Breach 2024: Financial Industry." IBM Think, 13 Aug. 2024, https://www.ibm.com/think/insights/cost-of-a-data-breach-2024-financial-industry; Cser, Tamas. "The Cost of Finding Bugs Later in the SDLC." Functionize, 5 Jan. 2023, https://www.functionize.com/blog/the-cost-of-finding-bugs-later-in-the-sdlc
Optimizing Cybersecurity Costs with FinOps
This blog highlights the integration of two essential technologies: Cybersecurity best practices and effective budget management across tools and services. Let’s understand FinOps FinOps is a cultural practice for cloud cost management. It enables teams to take ownership of cloud usage. It helps organizations maximize value by fostering collaboration among technology, finance, and business teams on data-driven spending decisions. FinOps Framework The FinOps Framework works across the following areas: Principles Collaborate as a team. Take responsibility for cloud resources. Ensure timely access to reports. Phases Inform: Visibility and allocation Optimize: Utilization Operate: Continuous improvement and operations Maturity: Crawl, Walk, Run Key Components of Cybersecurity Budgets Preventive Measures Preventive measures serve as the initial line of defense in cybersecurity. These measures encompass firewalls, antivirus software, and encryption tools. The primary objective of these measures is to avert cybersecurity incidents from occurring. They constitute a critical component of any comprehensive cybersecurity strategy and often account for a substantial portion of the budget. Detection & Monitoring Tools like Azure Firewalls and Azure monitoring are essential for identifying potential security threats and alerting teams early to minimize impact. Incident Response Incident response comprises the measures taken to mitigate the impact of a security breach after its occurrence. This process includes isolating compromised systems, eliminating malicious software, and restoring affected systems to their normal functionality Training & Awareness Training and awareness are crucial for cybersecurity. Educating employees about threats, teach them how to avoid risks, and inform them of company security policies. Investing in training can prevent security incidents. FinOps approach to managing the cost of Security Security Cost-Optimization Security is crucial as threats and cyber-attacks evolve. Azure FinOps helps identify and remove cloud spending inefficiencies, allowing resources to be reallocated to advanced threat detection, robust controls like MFA and ZTNA, and continuous monitoring tools. Azure FinOps provides visibility into cloud costs, identifying underutilized or redundant resources and over-provisioned budgets that can be redirected to cybersecurity. Continuous real-time monitoring helps spot trends, anomalies, and inefficiencies, aligning resources with strategic goals. Regular audits may reveal overlapping subscriptions or unused security features, while ongoing monitoring prevents these issues from recurring. The efficiency gained can fund advanced threat detection, new protection measures, or security training. FinOps ensures every dollar spent on cloud services adds value, transforming waste into a secure, efficient cloud environment. Risk Mitigation FinOps boosts visibility and transparency, helping teams find weaknesses and risks in licenses, identities, devices, and access points. This is crucial for improving IAM, configuring access controls correctly, and using MFA to protect systems and data, also involves continuous monitoring to spot security gaps early and align measures with organizational goals. It helps manage financial risk by estimating breach costs and allocating resources efficiently. Regular risk assessments and budget adjustments ensure effective security investments that balance defense and business objectives. Improved Compliance and Governance Complying with standards like GDPR, HIPAA, or PCI-DSS is essential for strong cyber defenses. A FinOps approach helps by automating compliance reporting, allowing organizations to use cost-effective tools such as Azure FinOps toolkit to meet regulations. Conclusion Azure FinOps is a useful tool for managing cybersecurity costs. It enhances cost visibility and accountability, enables budget optimization and assists with compliance audits and reporting, also helps businesses invest their resources effectively and efficiently.Is anyone here using Compliance Manager to perform IT audits
Hi, I'm a former CISO now independant consultant and IT auditor , mostly for ISO 27001. I belive Compliance Manager is the future for IT audits but I have not been able to connect to anyone using this module in Purview for IT audits :) Is there anyone able to generate a SOA report ? :)Empowering compliance in a complex regulatory landscape with Microsoft Purview Compliance Manager
As organizations increasingly adopt AI-driven solutions and multi-cloud environments, managing compliance across diverse and evolving regulatory frameworks has become critical. At Microsoft Ignite 2024, we are thrilled to showcase the latest innovations in Microsoft Purview Compliance Manager—designed to empower businesses to navigate complex regulations, like the EU AI Act, GDPR, DORA, NIS2, and more. Whether your organization is focused on data privacy, industry-specific standards, or AI governance, Compliance Manager provides the tools to help you proactively manage compliance, streamline risk mitigation and help ensure operational resilience. Let’s explore how these new features can support your compliance journey. Here’s What’s New in Compliance Management at Microsoft Ignite 2024 This year, Microsoft Purview Compliance Manager introduces powerful new capabilities designed to help organizations tackle today’s complex compliance landscape. With tools addressing AI governance and global data privacy regulations, Compliance Manager offers enhanced support for navigating regulatory requirements with greater ease and efficiency.' New Features: Custom Templates for Tailored Compliance Flexibility is key in the regulatory landscape. With Custom Templates, organizations can now modify compliance frameworks to match specific regulatory and operational needs. This feature empowers teams to configure regulations, making Compliance Manager a uniquely adaptable solution for your compliance management journey. Expanded Coverage with Key Global AI Regulations Compliance Manager regulatory scope has broadened to support both AI and other essential global frameworks, now covering the EU AI Act, NIST AI Risk Management Framework, and ISO standards 42001 and 23894. Beyond AI, we’ve added support for key regulations like DORA, NIST CSF 2.0, Indonesia’s PDP law, and Qatar’s Cloud Computing regulations, providing up-to-date support to address new and evolving requirements. EUAI Act Assessment. Pre-Deployment Compliance Tool For regulated industries, compliance validation has often been a roadblock to efficient cloud adoption. Our new Pre-Deployment Compliance Tool enables customers to assess the regulatory alignment of Azure services prior to production deployment. This feature helps accelerate the path to compliant cloud solutions, reducing validation time from weeks to hours. Compliance History Report for Enhanced Tracking Monitoring compliance trends is easier than ever with the new Compliance History Report. This tool provides a timeline view of your compliance score, making it simple to track progress, understand score changes, and address recurring issues, helping teams build a more proactive approach to compliance management. These new capabilities make Microsoft Purview Compliance Manager an essential asset for addressing complex regulatory requirements, supporting responsible AI, and empowering your organization to manage compliance confidently. Addressing Today’s Compliance Challenges with Microsoft Purview Compliance Manager Compliance Manager is tailored to help organizations address key regulatory challenges by providing a unified solution for managing, monitoring, and enhancing compliance efforts. Here are the primary challenges it helps solve: Navigating Complex Regulatory Landscapes: With an ever-growing set of regulations, Compliance Manager provides guidance and tools to monitor and respond to these evolving requirements. Data Privacy and Security Risks: Compliance Manager's automated tools help to identify risks and enforce privacy best practices, mitigating potential exposures and protecting sensitive data. Scaling Compliance Efforts: Compliance Manager enables scalability, helping organizations address both regional and industry-specific needs while maintaining a consistent compliance posture. AI Governance and Accountability: The EU AI Act and similar regulations are driving the need for transparent, accountable AI governance. Compliance Manager supports organizations in establishing ethical frameworks, tracking AI systems, and compliance with principles of fairness, transparency, and accountability. View your compliance score and recommended actions. Key Capabilities of Microsoft Purview Compliance Manager Microsoft Purview Compliance Manager offers a robust suite of features to streamline and automate compliance management across cloud environments: Unified Compliance Dashboard: A centralized dashboard offers real-time visibility into compliance scores, risk mitigation efforts and control implementation. This enables organizations to efficiently manage compliance across the data estate. Automated Compliance Checks: Compliance Manager reduces the time and effort required for compliance checks through automated assessments that recommend actions based on risk levels, helping you stay ahead of compliance demands. Multi-Cloud Support: Compliance Manager extends beyond Microsoft 365, offering support for Azure services, Amazon Web Services and Google Cloud services, providing a unified view of compliance across your digital ecosystem. AI Compliance suggested actions and workflow management for implementation of appropriate controls: With pre-built assessments and recommended actions aligned with AI governance requirements, Compliance Manager helps organizations adopt AI responsibly by providing specific insights to help implement controls aligned to regulatory requirements. How Compliance Manager Supports the EU AI Act and Other Key Regulations Microsoft Purview Compliance Manager simplifies regulatory alignment for critical frameworks, such as the EU AI Act, by providing: Pre-Built Assessment Templates: These templates guide organizations through EU AI Act requirements, identifying gaps and recommending corrective actions to facilitate compliance workflows. Continuous Monitoring: Ongoing monitoring of AI systems supports alignment with responsible AI principles, such as transparency, fairness, and accountability. AI Governance Capabilities: Compliance Manager supports audit trails for AI use, helping customers ensure that AI-driven decisions comply with legal standards and corporate policies. Accelerating Cloud Innovation with Purview Compliance Manager’s Pre-deployment Compliance Tool Pre-deployment Compliance Tool, one of the latest features in Purview Compliance Manager, is a game changer designed to accelerate cloud adoption for regulated industries. This tool enables Microsoft customers to validate complex service compliance requirements during pre-deployment, streamlining the path to cloud adoption and reducing compliance process time with automation. Begin Your Compliance Journey: Try Microsoft Purview Compliance Manager for Free To experience the full capabilities of Microsoft Purview Compliance Manager, start a free trial and explore how it can simplify and automate your compliance efforts. Steps to Begin Your Trial: Start Your Free Trial: Sign up at aka.ms/PurviewTrial to begin your free trial of Microsoft Purview Compliance Manager premium assessments. Learn More: Visit the Microsoft Learn page for resources, best practices, and tutorials on setting up Compliance Manager.Accelerate AI adoption with next-gen security and governance capabilities
Generative AI adoption is accelerating across industries, and organizations are looking for secure ways to harness its potential. Today, we are excited to introduce new capabilities designed to drive AI transformation with strong security and governance tools.
Microsoft Purview - Compliance Score (Part 1) - Overview
Blog Series Part 1 - Microsoft Purview - Compliance Score (Part 1) - Overview Part 2 - Microsoft Purview - Compliance Score (Part 2) - Sample Assessment Scoring Part 3 - Microsoft Purview - Compliance Score (Part 3) - HITRUST Part 4 - Microsoft Purview - Compliance Score (Part 4) - HIPAA / HITECH Part 5 - Microsoft Purview - Compliance Score (Part 5) - GDPR Part 6 - Microsoft Purview - Compliance Score (Part 6) - CCPA Part 7 - Microsoft Purview - Compliance Score (Part 7) - Data Protection Baseline Part 8 - Microsoft Purview - Compliance Score (Part 😎 - ARMA GARP Part 9 - Microsoft Purview - Compliance Score (Part 9) - NIST Privacy Framework Part 10 - Microsoft Purview - Compliance Score (Part 10) - ISO 15489 Disclaimer This document is not meant to replace any official documentation, including those found at docs.microsoft.com. Those documents are continually updated and maintained by Microsoft Corporation. If there is a discrepancy between this document and what you find in the Compliance User Interface (UI) or inside of a reference in docs.microsoft.com, you should always defer to that official documentation and contact your Microsoft Account team as needed. Links to the docs.microsoft.com data will be referenced both in the document steps as well as in the appendix. All of the following steps should be done with test data, and where possible, testing should be performed in a test environment. Testing should never be performed against production data. Target Audience This blog series is aimed at Security and Compliance officers who need to understand how the Microsoft Purview Compliance Manager assessments can help them meet their regulatory and certification needs. Document Scope This document will be covering: the goal of this blog series discussing Compliance Manager assessment at a high level and how to leverage them to meet a business need such as HIPAA, GDPR, CCPA, NIST, etc Out-of-Scope This document does not cover any other aspect of Microsoft E5 Purview, including: Compliance Manager (configuration) Data Classification Information Protection Data Protection Loss (DLP) for Exchange, OneDrive, Devices Data Lifecycle Management (retention and disposal) Records Management (retention and disposal) eDiscovery Insider Risk Management (IRM) Priva Advanced Audit Microsoft Cloud App Security (MCAS) Information Barriers Communications Compliance Licensing For details on licensing (ie. which components and functions of Purview are in E3 vs E5) you will need to contact your Microsoft Security Specialist, Account Manager, or certified partner. We will not be walking through the HITRUST assessment step-by-step. For more information on running an assessment in Compliance Manager, you should reference the corresponding documentation listed in the Appendix and Links section below. You can also find a blog series covering how to do this and how to run other Purview functions at the following link: Microsoft Purview- Paint By Numbers Series (Part 0) - Overview - Microsoft Tech Community Overview of Document We will be walking through: the goal of this blog series Compliance Manager and What it does Compliance Score Compliance Manager – finding applicable Microsoft Solutions Use Case Using Compliance Manager assessments to meeting government regulations or industry certifications. Definitions Actions– the things that need to be done to mark a Control as completed and Assessments – these help you implement data protection controls specified by compliance, security, privacy, and data protection standards, regulations, and laws. Assessments include actions that have been taken by Microsoft to protect your data, and they're completed when you take action to implement the controls included in the assessment. Assessment Templates – these templates track compliance with over 300 industry and government regulations around the world. Compliance Score - Compliance Manager awards you points for completing improvement actions taken to comply with a regulation, standard, or policy, and combines those points into an overall compliance score. Each action has a different impact on your score depending on the potential risks involved. Your compliance score can help prioritize which action to focus on to improve your overall compliance posture. You receive an initial score based on the Microsoft 365 data protection baseline. This baseline is a set of controls that includes key regulations and standards for data protection and general data governance. Controls – the various requirements in your tenant that must be met to meet a part of an assessment Control Family – a grouping of Controls Microsoft Actions – These are actions that Microsoft has performed in side of your tenant to help it meet a specific assessment. Progress – each assessment has a progress chart to help you visualize the progress you are making to meet the requirements of the assessment Your Improvement Actions – These are actions that you and your organization must perform to meet a specific assessment. Regulations – the regulations or standards pertaining to the action (Microsoft) Solutions – the solution where you can go to perform the action Action Types – indicates whether the improvement action is technical, meaning it can be implemented within a solution or product, or non-technical, which would be implemented outside of a technical solution Group - the group to which you assigned the action Categories – the related data protection category (such as, protect information, manage devices, etc.) Notes None Pre-requisites You should have a basic understanding of Compliance Manager and how it works. You can find this information in the blog named “Paint By Numbers” and the official Microsoft documentation found at docs.microsoft.com. You an find links to these in the section below labeled Appendix and Links. Overview of this blog series This blog will review specific Microsoft Compliance Manager Assessments and how they relate to Microsoft Purview solutions. Here is a list of the specific assessments: HITRUST for Microsoft 365 HIPAA/HITECH for Microsoft 365 GDPR for Microsoft 365 California Consumer Privacy Act (CCPA) for Microsoft 365 Data Protection Baseline for Microsoft 365 This is not meant to be an exhaustive list as there are 700+ assessments in Compliance Manager as of the writing of this blog. Overview of Compliance Manager and What it does Here is the official answer as listed in docs.microsoft.com “Microsoft Purview Compliance Manager is a feature in the Microsoft Purview compliance portal that helps you manage your organization’s compliance requirements with greater ease and convenience. Compliance Manager can help you throughout your compliance journey, from taking inventory of your data protection risks to managing the complexities of implementing controls, staying current with regulations and certifications, and reporting to auditors.” Compliance Manager – What does it scan and track? Each assessment in Microsoft Purview Compliance Manager tracks all the regulatory/certification requirements relative to your Microsoft 365/Office 365 environment. Here is a visualization on how this scanning and tracking works. Compliance Score Here is the official definition as found in docs.microsoft.com. The URL can be found in t Appendix and Links section below. “Compliance Manager awards you points for completing improvement actions taken to comply with a regulation, standard, or policy, and combines those points into an overall compliance score. Each action has a different impact on your score depending on the potential risks involved. Your compliance score can help prioritize which action to focus on to improve your overall compliance posture. Compliance Manager gives you an initial score based on the Microsoft 365 data protection baseline. This baseline is a set of controls that includes key regulations and standards for data protection and general data governance.” Compliance Manager – Finding Applicable Microsoft Solutions Built into Compliance Manager is a way to review which Microsoft Solutions will be applicable to each certification/regulation along with the Compliance Score that each of these solutions will bring to your organization. Go to Compliance Manager -> Solutions Here you will see all the Microsoft solutions that are applicable to the assessments you have run. On the right hands side, click Filters You can filter these solutions based on various criteria: Regulations – the regulations or standards pertaining to the action (Microsoft) Solutions – the solution where you can go to perform the action Action Types – indicates whether the improvement action is technical, meaning it can be implemented within a solution or product, or non-technical, which would be implemented outside of a technical solution Group - the group to which you assigned the action Categories – the related data protection category (such as, protect information, manage devices, etc.) You can filter any of these criteria, but we will choose Regulation -> Data Protection Baseline for purposes in this blog. This will narrow ALL Microsoft Solutions down to just the ones relevant to a particular Assessment/Regulation/Certification. You can narrow this further by Categories. Here I will select the categories relevant to Purview/Compliance workloads: Discover and Respond, Govern information, Manage compliance, Privacy Management, and Protect information. For now, we will not run any other filters inside the Compliance Manager -> Solutions section. Returning to the Solutions page, we will now look at the two columns relevant to your Compliance Score: Current score contribution and Potential score remaining. These will allow you to know which Microsoft Solutions will provide the most value to meeting your regulation/certification needs. We are now done with looking at the Compliance Manager – Solutions page. Microsoft Managed Scoring Compliance Manager keeps track of both 1) the organizations responsibilities (ie. Your organization) and 2) Microsoft’s responsibilities, as they pertain each assessment, and then maps a score to those responsibilities. Here is an example of where you would find both of these scores in a Compliance Manager assessment that I have already run. I have gone to Compliance Manager -> Assessment -> HITRUST Then go to Progress tab on the right side to find the Your points achieved score and Microsoft managed points achieved score. Thank Yous Before finishing this overview, I want to thank the members of the Microsoft Health Life Sciences Purview Technical Specialist team (HLS Purview TS) team for their assistance in creating, researching and developing this blog series. This includes, but is not limited to: Erfan Setork, Ken Sicinski, and Chad Lightfoot. Appendix and Links Microsoft Purview Compliance Manager - Microsoft Purview (compliance) | Microsoft Docs Working with improvement actions in Microsoft Purview Compliance Manager - Microsoft Purview (compliance) | Microsoft Docs Build and manage assessments in Microsoft Purview Compliance Manager - Microsoft Purview (compliance) | Microsoft Docs About the Microsoft Purview Compliance Manager premium assessment trial - Microsoft Purview (compliance) | Microsoft Docs Microsoft Purview Compliance Manager alerts and alert policies - Microsoft Purview (compliance) | Microsoft Docs Get started with Microsoft Purview Compliance Manager - Microsoft Purview (compliance) | Microsoft Docs Compliance score calculation - Microsoft Purview (compliance) | Microsoft Learn Working with improvement actions in Microsoft Purview Compliance Manager - Microsoft Purview (compliance) | Microsoft Learn Microsoft Purview- Paint By Numbers Series (Part 0) - Overview - Microsoft Tech Community Note: This solution is a sample and may be used with Microsoft Compliance tools for dissemination of reference information only. This solution is not intended or made available for use as a replacement for professional and individualized technical advice from Microsoft or a Microsoft certified partner when it comes to the implementation of a compliance and/or advanced eDiscovery solution and no license or right is granted by Microsoft to use this solution for such purposes. This solution is not designed or intended to be a substitute for professional technical advice from Microsoft or a Microsoft certified partner when it comes to the design or implementation of a compliance and/or advanced eDiscovery solution and should not be used as such. Customer bears the sole risk and responsibility for any use. Microsoft does not warrant that the solution or any materials provided in connection therewith will be sufficient for any business purposes or meet the business requirements of any person or organization.
