Securing data and access in the era of AI with Microsoft Entra and Microsoft Purview
As organizations move from experimenting with AI to deploying it at scale, securing sensitive data, access, and AI usage has become mission critical. In this series, Microsoft experts will show how Microsoft Entra and Microsoft Purview help you: Protect sensitive data across networks, apps, and AI interactions Govern access for users, applications, and AI agents Reduce risk while enabling innovation at scale Whether you're shaping your security strategy or implementing controls, you’ll walk away with the guidance you need to secure data and access to AI as one unified strategy. Now on demand! Secure the age of AI: Redefining trust, data and access Data and identity controls for the browser and network Unlock AI agents without sacrificing security Not able to watch here due to organizational policies? Use a personal account or visit each session page for an option to view on LinkedIn.Unlock AI agents without sacrificing security
AI agents are reaching into mailboxes, files, line-of-business apps, and the open web on behalf of your users—and the business wants more of them, faster. To scale agents safely, your security teams need to be able to verify each agent, govern what it can access, and enforce clear boundaries across every interaction. Learn how Microsoft Entra helps you discover shadow AI agents, govern agent permissions, keep BYOD and endpoint-based agents in scope, and apply Conditional Access to AI prompts and responses. Then see how Microsoft Purview provides visibility into agent activity, strengthens runtime data protection, helps detect agentic risk, and supports auditability across local agents developed on GitHub Copilot CLI, Claude Code, OpenAI Codex, and OpenClaw. Walk away with practical ways to unlock AI agents while keeping access and data protection aligned with your enterprise security needs. How do I participate? Select Add to Calendar to save the date, then click the Attend button to save your spot, receive event reminders, and participate in the Q&A. Not able to attend live? This session will be recorded and available on demand shortly after airing. Don't see Attend or Add to Calendar? Sign in to the Tech Community to join the conversation. If you are unable to watch the session here due to your organizational policies, you can also tune in on LinkedIn. This session is part of Securing data and access in the era of AI with Microsoft Entra and Microsoft Purview. View the full agenda for more insights to help you move from experimenting with AI to deploying it at scale, securing sensitive data, access, and AI usage.Registration Open: Community-Led Purview Lightning Talks
Get ready for an electrifying event! The Microsoft Security Community proudly presents Purview Lightning Talks; an action-packed series featuring your fellow Microsoft users, partners and passionate Microsoft Security community members of all sorts. Each 3-12 minute talk cuts straight to the chase, delivering expert insights, real-world use cases, and even a few game-changing tips and tricks. Don’t miss this opportunity to learn, connect, and be inspired! Secure your spot now for the big day: April 30th at 8am Redmond Time. See agenda details below and follow this blog post (sign in and click the "follow" heart in the upper right) to receive notifications. ❗UPDATE❗This event is expected to last around 2 hours and 15 minutes, due to the incredible number of community sessions that were submitted! 💖 Please see the timing table below broken out into sections of four talks each, and plan to arrive 10 minutes before the section that interests you, OR stay for the whole time! Speakers will be available in the chat to answer your questions; please ask your questions during their session. Spillover Q&A forum links will also be shared. The full session recording will be indexed and posted to Microsoft Security Community YouTube within 24 hours after the event. Bookmark this page or follow this blog post for updates! Agenda Legend ↩️ Data Lifecycle Management 🔐 Information Protection 🚫 Data Loss Prevention (DLP) 🦾 Data Security Posture Management (DSPM) for AI 🤖 Purview for AI 👁️ Insider Risk Management (IRM) 🔍 eDiscovery 📊 Governance 🗒️ Compliance Manager 🛡️ Data Security All times are listed in US Pacific/Redmond Time. Session lengths are rounded to the nearest minute. AGENDA Section 1 - approximately 8:00 am - 8:43 am ↩️ The Day Offboarding Exposed Infinite Retention — Nikki Chapple Length: 10 minutes | Topic: Data Lifecycle Management A routine Purview request led to an unexpected discovery: more than 9,000 orphaned OneDrives and thousands of inactive mailboxes still storing content long after employees had left. This talk explains how a retain-only policy created hidden retention debt and how Adaptive Scopes can help organisations separate active users from leavers to avoid similar pitfalls. 🔐 The Purview Label Engine: Automated Classification, Translation, and co-Documentation for Enterprise Tenants — Michael Kirst-Neshva Length: 12 minutes | Topic: Information Protection Global enterprises face the challenge of implementing uniform data protection standards across borders and languages. In this talk, I’ll present a framework that makes Microsoft Purview labels truly scalable. Discover how to roll out parent and child label logics automatically, manage priorities with a single click, and generate instant compliance documentation for every business unit. 🗒️ What's In My Compliance Manager Toolbox: A Cloud Security Architect's Perspective — Jerrad Dahlager Length: 8 minutes | Topic: Compliance Manager A practical walkthrough of how I use Compliance Manager across real client engagements to map controls, track improvement actions, and simplify multi-framework compliance. No theory, just what works in the field. 🛡️ Stop, Think, Protect: Data Security in Real Life with Purview — Oliver Sahlmann Length: 8 minutes | Topic: Data Security With simple labels and matching DLP policies, Purview offers a practical and accessible way to approach data security. This lightning talk uses a real-life traffic light concept to show how a low barrier to adoption can still drive meaningful protection and awareness. Section 2 - approximately 8:44 am - 9:15 am 🔐 Using Purview to prevent oversharing with AI services — Viktor Hedberg Length: 10 minutes | Topic: Information Protection In this day and age, AI is the big thing. However, Copilot has access to everything you can access, including potentially sensitive data. In this session we will look at how to prevent Copilot to access highly sensitive data, using Information Protection. 🦾 How I Helped My Customers Understand their AI Usage (and protect their sensitive data) — Bram de Jager Length: 5 minutes | Topic: Data Security Posture Management (DSPM) for AI As AI tools explode across the web, many organizations still have no idea what’s actually happening in the browser—where employees type prompts, paste sensitive data, or visit public AI sites outside corporate governance. In this lightning talk, I’ll share how I helped customers shine a light on this issue. We’ll explore how Purview Data Security Posture Management (DSPM) can reveal which AI tools employees use, what types of data they input, and where sensitive information may leak through prompts. I’ll walk through real customer scenario where we detected risky AI usage patterns—such as employees pasting confidential documents into public chatbots. 🔐 Four Labels Max for Daily Use: Which Ones & Why? — Romain Dalle Length: 8 minutes | Topic: Information Protection Sensitivity labels are one of the most critical parts of a Purview Risk and compliance deployment, if not the most critical, because it directly impacts how end-users and business units should allow or restrict themselves to share their business data, internally and externally, on a daily basis. Labels have not other options than being precise, meaningful, and balanced in terms of embedded data security. Setting the right taxonomy is core to success, and is everything but a one-time project. 🚫 Data-driven Endpoint DLP Solution with Advanced Hunting — Tatu Seppälä Length: 8 minutes | Topic: Data Loss Prevention (DLP) This lightning talk shows you how to use KQL queries in advanced hunting to easily build initial sensitive service domain groups for authorized and unauthorized domains based on your organization's usage patterns. The same approach can be used for numerous other similar solution refinement and design purposes. Section 3 - approximately 9:16 am - 9:46 am 🔐 The Purview Hack No One Talks About: Container Sensitivity Labels That Fix Oversharing Fast — Nikki Chapple Length: 10 minutes | Topic: Information Protection Most organizations tackle oversharing with manual fixes, but the fastest solution is often overlooked. In this lightning talk, I show how container sensitivity labels automatically apply the right sharing and collaboration controls, ensuring every new Group, Team or SharePoint site starts secure by default. 🔍 Does M365 Support eDiscovery? — Julian Kusenberg Length: 11 minutes | Topic: eDiscovery A myth-busting session that separates perception from reality when it comes to Microsoft 365 eDiscovery capabilities. 📊 Improving Discovery, Trust, and Reuse of Analytics with Purview Data Products — Craig Wyndowe Length: 5 minutes | Topic: Governance This talk shows how bringing Power BI and Fabric assets into Microsoft Purview Governance Domains and Data Products creates a single, trusted view of enterprise analytics. By connecting reports, semantic models, and underlying data with shared metadata, ownership, and business context, organizations can make existing assets easy to discover and safe to reuse. 🔐 Why You Should Create Your Own Sensitive Information Types (SITs) — Niels Jakobsen Length: 5 minutes | Topic: Information Protection An in depth analysis of why Microsoft SITs are not one-size-fits-all, and how to create your own using what Microsoft has already built for you. Section 4 - approximately 9:47 am-10:30 am 👁️ From Zero to First Signal: Insider Risk Management Prerequisites That Actually Matter — Sathish Veerapandian Length: 8 minutes | Topic: Insider Risk Management (IRM) A focused live demo showing the real world prerequisites required for Microsoft Purview Insider Risk Management to work effectively. This session highlights the critical Entra ID, Intune, Microsoft Defender for Endpoint, and Purview DLP configurations that must be in place before creating IRM policies. 🤖 Securing data in the age of AI — Júlio César Gonçalves Vasconcelos Length: 11 minutes | Topic: Purview for AI AI will transform business as we know it; but without proper governance, it can introduce serious risks. We’ll show you how Microsoft Purview enables organizations to accelerate AI adoption while maintaining security, compliance, and transparency. 🔍 Beyond eDiscovery - Purview DSI for Security Investigation — Susantha Silva Length: 11 minutes | Topic: eDiscovery Most people hear “Microsoft Purview” and immediately think compliance, eDiscovery, or legal holds. But this session highlights Data Security Investigations, showing how DSI lets you take a DLP alert or insider risk signal and turn it into a structured investigation. 🚫 Elevating Purview DLP with a real world use case — Victor Wingsing Length: 14 minutes | Topic: Data Loss Prevention (DLP) Learn how I hardened Microsoft Purview DLP beyond out of the box defaults—closing real world data loss gaps, tuning policies to actual user behavior, and turning noisy alerts into protection that really blocks exfiltration. - Quick Closing/ Resource SharingWhen Arc Goes Silent: Turning Visibility Gaps into SOC Action
Hybrid blind spots rarely announce themselves. They appear when an Azure Arc-enabled server drops out, health signals go stale, and the SOC loses confidence in monitoring coverage. This playbook uses Microsoft Sentinel and Logic Apps to turn that noise into one clear daily signal the team can act on. The problem: too much noise, not enough assurance One unhealthy server, one alert, one more email—at scale, that does not help the SOC. What leaders need is assurance: where visibility is weakening, which systems matter, and when action is needed. The use case: daily assurance for hybrid monitoring coverage The use case is simple: identify Arc-enabled servers that stay unhealthy beyond a set threshold, such as 30 minutes, and send one consolidated summary each day. For a CISO, this improves assurance. For a SOC Manager, it cuts noise and helps teams prioritize faster. Solution overview: simple automation, stronger operational signal The workflow runs on a schedule, queries Log Analytics, filters Arc health issues, formats the results into a clean HTML report, and sends a single email through Office 365 Outlook. The outcome is not more telemetry—it is a better operational signal. Prerequisites One or more Azure Arc-enabled servers connected to Azure. Azure Monitor Agent installed and sending heartbeat data to a Log Analytics workspace. Microsoft Sentinel enabled on the target workspace if the playbook is being used as part of SOC operations. A Logic App with permissions to run the query and send email through Office 365 Outlook. A reviewed threshold, recipient list, and notification cadence aligned to your operating model. How the workflow creates decision-ready visibility In practice, this becomes a daily control: check Arc health, isolate persistent issues, and route one concise summary to the right teams. That gives the SOC a cleaner way to review monitoring gaps before they become bigger operational problems. Why this matters to a CISO and SOC Manager For security leadership, this is about confidence. If Arc health degrades on systems tied to monitoring, policy, or data collection, the risk is not just technical—it is a visibility gap. This playbook helps surface that gap early and in a form teams can act on quickly. Three practical scenarios where this playbook delivers value Reduce SOC noise.Replace scattered alerts with one daily summary. Strengthen executive assurance.Highlight persistent blind spots before they turn into escalations. Improve team coordination.Give security and infrastructure teams one shared view of the issue. Sample KQL to identify persistent Arc monitoring gaps This sample query uses the Heartbeat table to identify Azure Arc-connected machines whose latest heartbeat is older than the defined threshold. It is a practical starting point and can be tuned further based on the environment and data collection design. let ThresholdTime = 30; AzureActivity | where TimeGenerated > ago(1d) | where CategoryValue == "ResourceHealth" | where parse_json(Properties).currentHealthStatus == "Unavailable" | where ActivityStatusValue == "Active" | extend ResourceType = Properties_d.resourceProviderValue | where ResourceType == "MICROSOFT.HYBRIDCOMPUTE" | extend StartTime = TimeGenerated | extend ServerName = Properties_d.resource | join kind=leftouter ( AzureActivity | where ActivityStatusValue == "Resolved" | extend ResourceType = Properties_d.resourceProviderValue | where ResourceType == "MICROSOFT.HYBRIDCOMPUTE" | extend EndTime = TimeGenerated ) on CorrelationId | extend Minutes_OfflineTillResolve = datetime_diff('minute', EndTime, StartTime) | project ServerName, StartTime, EndTime, CorrelationId, Minutes_OfflineTillResolve, Level, ActivityStatusValue1, ResourceGroup, OperationNameValue, SubscriptionId, ResourceProvider, Type, CategoryValue, ActivityStatusValue | extend TotalMinutes_Offline = datetime_diff('minute', now(), StartTime) | where TotalMinutes_Offline >= ThresholdTime and ActivityStatusValue1 !has "Resolved" | order by TotalMinutes_Offline desc Operational flow ARM Template: microsoft-security-operations-toolkit/Microsoft Sentinel/Automation/Playbooks/AzureArcServerMonitoring.playbook.json at 1e3aeff329e0d9b1d7caf2e4bfbc8476dfdb2ff2 · Abhishek-Sharan/microsoft-security-operations-toolkit Customization Ideas: Adjust the heartbeat threshold based on server criticality or business hours. Route summaries to different teams based on subscription, resource group, or server tags. Send notifications to Microsoft Teams in addition to, or instead of, email. Enrich the output with owner, business service, or environment metadata. Trigger incident creation only for high-priority or repeated visibility gaps. Closing perspective The best SOC automations do not just collect signals—they create clarity. This playbook helps security teams spot Arc-related monitoring gaps early, reduce noise, and act with more confidence.Turning Azure Policy Signals into Actionable Governance Insights
Most Azure Policy reporting stops at compliance status. Useful, yes — but not enough. When a control fails, teams need to know what failed, why it matters, and who should act. That gap becomes obvious at enterprise scale. A failed policy evaluation is only a signal. By itself, it does not tell you whether the issue affects recovery, auditability, telemetry, or another control leaders care about. That is why joining PolicyStates with PolicyAssignments matters. One tells you the outcome. The other tells you which control was applied, where, and in what governance context. Together, they turn Azure Policy from a compliance feed into a control intelligence layer. The problem: PolicyStates alone tells you what is non-compliant, but not always why it matters Microsoft’s sample ARG queries quickly show which resources are non-compliant. Helpful, but still incomplete. They show the result, not the business meaning. At enterprise scale, that distinction matters. A storage account without blob soft delete is a recovery risk. Missing Azure Activity logs creates an audit gap. A virtual machine without Azure Monitor Agent creates a telemetry blind spot. Azure Policy shows the state. The join to PolicyAssignments explains why it matters. There is also a technical reason to care about assignments. The same PolicyDefinitionId can appear in multiple assignments across different scopes. That makes PolicyAssignmentId the operational key. How Azure Policy compliance data flows Azure Policy evaluates resources against JSON-based rules. Those rules are packaged as policy definitions and can be grouped into initiatives. Once assigned to a scope, the policy engine evaluates matching resources during creation, updates, assignment changes, and regular compliance cycles. The results are exposed through PolicyStates and PolicyEvents, and can also be queried through Azure Resource Graph. This is the architecture flow for turning the ARG query into a scheduled governance report through Logic App: The key shift is operational. A Logic App can run the ARG query on a schedule, format the results, and email them to stakeholders. That turns a manual check into a repeatable governance report. The analytical pattern: enrich compliance with assignment context The analytical flow is straightforward: Configure a Recurrence trigger in Logic App so the report runs on the schedule you need. Use an HTTP action with managed identity to run the ARG query against PolicyStates and join it to PolicyAssignments. Filter on the control assignments that matter to your organisation and shape the response into a compact HTML table or CSV. Send the output by email to governance, engineering, or audit stakeholders so the insight reaches people without requiring them to open the portal. In practice, the query starts with non-compliant resources and enriches them with assignment details such as the assignment name and optional metadata like owner. That is the shift from raw signal to governance insight. A simple implementation pattern is: schedule the Logic App, run the ARG query with managed identity, format the output, and send the report. HTML works well for leadership emails; CSV is better for downstream analysis. ARM template for the Logic App If you want to deploy this pattern instead of building it step by step, I have also published an ARM template for the Logic App in my GitHub repository. The template is intended to help you stand up the scheduled policy compliance workflow faster and then customise the query, email recipients, and formatting for your own environment. This makes the architecture in this post directly reusable: schedule the Logic App, run the ARG query, shape the output, and send a control-focused report without having to assemble the workflow from scratch. See the repository for the template and related Microsoft Sentinel automation content. Reference ARG query policyResources | where type =~ 'microsoft.policyinsights/policystates' | where properties.complianceState == 'NonCompliant' | extend ResourceId = tostring(properties.resourceId), PolicyAssignmentId = tolower(trim(@" ", tostring(properties.policyAssignmentId))), SubscriptionId = tostring(subscriptionId), LastEvaluated = todatetime(properties.timestamp) | extend ResourceName = tostring(extract(@"[^/]+$", 0, ResourceId)) | extend ResourceProvider = tostring(extract(@"providers/([^/]+)/", 1, ResourceId)) | extend ResourceCategory = case( ResourceId has "Microsoft.Compute/virtualMachines", "VM", ResourceId has "Microsoft.Storage/storageAccounts", "Storage", ResourceId has "Microsoft.Network/virtualNetworks", "Network", ResourceId has "Microsoft.Sql/servers", "SQL", ResourceId has "Microsoft.KeyVault/vaults", "Key Vault", ResourceProvider =~ "Microsoft.Compute", "Compute", ResourceProvider =~ "Microsoft.Storage", "Storage", ResourceProvider =~ "Microsoft.Network", "Network", ResourceProvider =~ "Microsoft.KeyVault", "Key Vault", "Other" ) | project ResourceId, ResourceName, ResourceCategory, SubscriptionId, PolicyAssignmentId, LastEvaluated | join kind=inner ( policyResources | where type =~ 'microsoft.authorization/policyassignments' | extend AssignmentName = tostring(properties.displayName), AssignmentId = tolower(trim(@" ", tostring(id))), Scope = tostring(properties.scope), PolicyOwner = tostring(properties.metadata.owner) | where AssignmentName has "CSTM--Configure blob soft delete on a storage account" or AssignmentName has "Configure Azure Activity logs to stream to specified Log Analytics workspace" or AssignmentName has "Audit diagnostic setting for selected resource types" | project AssignmentId, AssignmentName, Scope, PolicyOwner ) on $left.PolicyAssignmentId == $right.AssignmentId | project SubscriptionId, ResourceId, ResourceName, ResourceCategory, AssignmentName, AssignmentId, Scope, ['LastEvaluated[UTC]'] = LastEvaluated What this query is doing — in plain English This query finds Azure resources that are currently NonCompliant with Azure Policies by reading data from the PolicyStates table in Azure Resource Graph. It extracts useful details such as Resource ID, Resource Name, Resource Type/Category, Subscription ID, Policy Assignment ID, and the last evaluation timestamp. Resources are categorized into groups like VM, Storage, Network, SQL, and Key Vault based on their resource type/provider. It then joins the non-compliant resources with specific policy assignments (three named policies) to show which policy caused the non-compliance, along with the policy scope, and evaluation time. Why CISOs and governance leaders should care For a CISO, this is not about counting failed evaluations. It is about knowing whether critical controls are drifting, where the risk sits, and who owns the response. Three use cases stand out: Audit readiness: show control-focused evidence instead of a flat list of resource IDs. Ownership: enrich assignments with metadata so findings can be routed to the right team faster. Prioritization: focus on the controls that matter now, not every non-compliant resource in the estate. Operational benefits: scalable, repeatable, and security-friendly From an engineering perspective, this pattern is attractive because it is repeatable, scalable, and aligned to the native Azure Policy data model. It also fits naturally into operational tooling. The enriched output can feed workbooks, dashboards, Sentinel content, and alerting workflows. Closing thought At small scale, Azure Policy can be reviewed in the portal. At enterprise scale, that quickly becomes noise. The better question is not Which resources are non-compliant? It is Which important controls are failing, where, and who should act? That is what makes this pattern powerful: it turns Azure Policy from a compliance dashboard into a control intelligence layer that works for both engineers and executives.Protect and govern every tenant with Microsoft Entra Tenant Governance
This event will no longer take place on July 1. Please follow this page to be notified of the new date and time once scheduled. As organizations scale, tenant sprawl becomes inevitable. Legacy test tenants, employee‑created environments, and forgotten tenants create blind spots for security and identity teams. Get to know Microsoft Entra Tenant Governance, a new Entra capability that provides centralized visibility and control across multi‑tenant environments. We'll cover how Tenant Governance enables tenant discovery, secure governance relationships, configuration monitoring, and governed tenant creation from day one. You'll see how organizations can apply consistent security baselines, detect configuration drift, and reduce operational overhead all while maintaining autonomy across teams. Walk away with a clear framework for bringing order, visibility, and governance to your multi‑tenant identity landscape. How do I participate? Registration is not required. Add this event to your calendar, then sign in to the Tech Community and select Attend to receive reminders. Post your questions in advance, or any time during the live broadcast.Microsoft Fabric Lakehouse sub-item metadata in Microsoft Purview
Working at the intersection of data security, engineering, and governance, the Microsoft Purview product team continually explores capabilities that reshape how organizations understand and manage their data estate. One such capability—the ability to scan and extract metadata from Microsoft Fabric Lakehouse—has generated genuine excitement and strong customer demand. We are pleased to announce the GA of Microsoft Fabric Lakehouse sub‑item metadata in Microsoft Purview. The Problem It Solves Anyone who has managed a growing data estate knows the pain: data sources and workspaces multiply, Lakehouse accumulate tables and files, and before long nobody has a clear, centralized picture of what data lives where, what it looks like, or how it flows. Data governance becomes a spreadsheet exercise. Audits become stressful. Trust in data erodes. Microsoft Purview directly addresses this by automatically scanning your Fabric tenant and bringing metadata into the Unified Catalog — without requiring your data teams to manually document anything. What Purview Actually Extracts Here is where it gets interesting from a product perspective. The integration distinguishes between two levels of metadata: Item-level metadata covers the top-level workspace artifacts — the Lakehouse, Warehouses etc. Each of these is treated as a single entity in Purview, inventoried automatically after a scan completes. Sub-item level metadata — and this is the exciting part — now extends into the Lakehouse itself. Purview can now scan tables (Delta format) and files within a Lakehouse, surfacing column-level detail, data types, and structural information directly in the Unified Catalog. For a data steward or data consumer, this is the difference between knowing "a Lakehouse called Sales Gold exists" and knowing "that Lakehouse contains a Delta table called fact orders with 14 columns including order date (date) and revenue (decimal)." That distinction matters enormously for data discoverability, data contracts, and onboarding new consumers onto your data products. Setting It Up — Simpler Than You Think Connecting Purview to your Fabric tenant in the same Microsoft Entra tenancy is refreshingly straightforward. At a high level, the steps are: Register your Fabric tenant as a data source in the Purview Data Map. Create a security group in Microsoft Entra ID, add your Purview Managed Identity (MSI) or service principal to it, and grant that group read-only Admin API access in the Fabric tenant admin portal. Enable the "Enhance admin APIs responses with detailed metadata" setting in the Fabric Admin portal. This is easy to miss but critical — without it, sub-item scanning won't function correctly. Configure and schedule your scan, scoping it to all workspaces or a targeted subset. Support for Managed Identity authentication is now available, which simplifies credential management for teams already invested in Azure's identity infrastructure. One practical note: if you are running multiple Fabric or Power BI scans simultaneously, you may encounter rate limiting. The recommended approach is to stagger scans across different time windows rather than running them in parallel. What You Can Do With It Once scanned, the metadata surfaces in Purview's Unified Catalog, where your teams can browse by source type, workspace, or Fabric experience, and search for specific assets by name, description, or other attributes. This makes it genuinely easy for data consumers to find and evaluate data before requesting access! From a governance standpoint, this unlocks several capabilities that matter to modern data teams: Data discoverability — analysts and data scientists can find Lakehouse tables in the catalog without relying on tribal knowledge or chasing down the engineer who built the pipeline six months ago. Are you ready to setup Microsoft Fabric scan in Microsoft Purview? Head over to the Microsoft Purview Portal and select Data Map. Learn more in the Register Microsoft Fabric in Microsoft Purview documentation.Safeguarding Sensitive Data in Microsoft 365 Copilot Interactions: DLP for Microsoft 365 Copilot
Microsoft 365 Copilot is redefining how organizations work, bringing the power of generative AI directly into our secure productivity tools. As Copilot adoption accelerates, we’ve heard that you want more control over how your sensitive data can be used in interactions with Copilot. At Ignite 2025, Microsoft announced a major enhancement: Microsoft Purview Data Loss Prevention for Microsoft 365 Copilot to safeguard Microsoft 365 Copilot and Copilot Chat prompts, now entering General Availability. Even better, this capability is included for all users of Microsoft 365 Copilot and Copilot Chat. Why DLP for Copilot Prompts Is a Game-Changer As organizations adopt Copilot, their ways of sharing, creating, and interacting with data expand. With just a prompt, users can have Copilot summarize documents, analyze spreadsheets, or help brainstorm presentations. However, it raises an important question: what if the prompt includes sensitive information, like project code names, financial account numbers, health records, or other sensitive data? Over the last 2 years, Microsoft has been building a set of Data Loss Prevention (DLP) controls specifically designed for Copilot. Below is a quick overview of these related capabilities — ranging from already available to newly in preview — before we dive deep into today's GA announcement: Prevent Copilot processing of files & emails based on sensitivity labels In November 2024, Microsoft introduced the ability to create a DLP policy to restrict Microsoft 365 Copilot and Copilot Chat from processing sensitive files and emails using Sensitivity Labels for grounding data. This capability gives you control over whether content with the sensitivity labels you specify is restricted from being used in Microsoft 365 Copilot and Copilot Chat to generate summaries and responses. Prevent web searches for prompts containing Sensitive Information Types (SITs) The latest feature entering Public Preview is DLP for Microsoft 365 Copilot and Copilot Chat to prevent web searches for prompts containing sensitive data. This real-time control helps organizations mitigate data leakage and oversharing risks by preventing Microsoft 365 Copilot and agents from using sensitive data for external web searches. If a sensitive information type (SIT) is detected in a user prompt, Copilot can still leverage your enterprise data to form a response without sending the sensitive data to external search engines for web grounding. This capability extends to Microsoft 365 Copilot and agents built in Copilot Studio that are published to Microsoft 365 Copilot. DLP to Safeguard Copilot Prompts with Sensitive Information Types (SITs) The rest of this blog focuses on a key addition to this capability set: DLP for Microsoft 365 Copilot + Copilot Chat prompts to prevent processing of prompts containing sensitive information, now entering General Availability. Unlike the web search capability above, which prevents sensitive data from being sent externally during a web query, this capability evaluates the user’s text input directly, before processing occurs, to determine whether both enterprise data and web grounding can proceed. This feature uses Sensitive Information Types (SITs) as a condition within a Purview DLP policy to assess whether a user prompt sent to Copilot contains sensitive data, even if the data is unlabeled. With DLP for Copilot prompts, a user’s text input is scanned in real time for SITs, whether built-in (like Social Security Numbers, credit card numbers, etc.) or custom-defined by your organization (such as confidential terms or project names). If a text prompt contains one of the SITs you specify, Copilot restricts processing, halts any Graph or web grounding, and displays a clear message to the end user that the request cannot be completed. A user enters a prompt in Microsoft 365 Copilot Chat containing sensitive information. How DLP for Copilot Protects Prompts: Real-Time, Intelligent Protection The new DLP capability integrates seamlessly with Microsoft Purview, leveraging its powerful data classification & detection engine for sensitive information types. Here’s how it works: Input: When a user submits a prompt, Copilot checks the prompt for sensitive information using built-in or organization-defined sensitive information types (SITs). Immediate Action: If a SIT is detected, Copilot restricts the prompt from being processed. No AI response is generated, and no data is sent for Graph or web grounding. Output: Users receive a clear notification that their request cannot be completed due to company policies. This real-time protection ensures that sensitive data is not leaked or overshared, even as users explore new ways to work with AI. Setting Up DLP for Copilot Prompts: Data Security Admin Experience The easiest way to get started is through the new Microsoft Purview Data Security Posture Management (DSPM) portal, which provides a guided, one-click setup experience: 1. In Purview, go to Solutions > DSPM (preview) 2. Select the "Prevent data exposure in Microsoft 365 Copilot and Microsoft Copilot interactions" objective. 3. Follow the guided workflow and apply the recommended one-click DLP policy. The policy starts in simulation mode so you can review activity before enforcing it. Alternatively, you can configure and customize this policy directly from the Purview DLP portal Policies page or enable it from the Microsoft 365 Admin Center. view the remediation plan. view policy details and review. Then click the button, create a custom policy in DLP simulation mode to protect sensitive data referenced in Microsoft 365 Copilot and Microsoft Copilot. the confidence level and instance count. Practical Scenarios: Protecting What Matters Most Protect PII, financial data, and intellectual property: Financial institutions can block prompts containing deal terms, account numbers, or other sensitive data, preventing leaks through AI interactions. Similarly, healthcare organizations can safeguard patient information, and manufacturers can secure intellectual property and trade secrets from exposure, along with many other practical use cases. Once the prompt is detected and blocked, Microsoft Graph grounding and Bing web grounding is restricted. Safeguard sensitive non-public information: Imagine an organization involved in a confidential merger. By using DLP for Copilot prompts, administrators can set up a custom SIT that includes the project’s code name. If a user asks Copilot about the merger using the project’s code name, their request will be blocked, keeping sensitive information secure and protected. Visibility into DLP for M365 Copilot Prompts When a user’s prompt triggers a DLP policy, notifications and alerts are surfaced directly in the Microsoft Purview and Defender portals for security administrators. These alerts provide detailed information about which policy was activated, the type of sensitive information detected, and the context of the attempted Copilot interaction. Using these alert queues in Purview and Defender XDR, administrators can efficiently track policy activity, investigate potential incidents, and refine DLP rules to better align with organizational needs. The ability to review historical alerts and track ongoing enforcement empowers admins to maintain strong data security and proactively safeguard sensitive information. Defender XDR portal investigation of prompt DLP based incident. Takeaways The introduction of this latest enhancement to DLP for Copilot represents a key advancement in secure Copilot deployment and adoption. By empowering organizations to block sensitive data at the prompt level, Microsoft is helping customers unlock the full potential of Copilot, without compromising security or compliance. This innovation reflects Microsoft’s commitment to responsible AI, continuous improvement, and customer-driven development. As Copilot evolves, so will the tools to protect your data, ensuring that productivity and security go hand in hand. For more details, stay tuned for updates to the Product Roadmap and Learn documentation. Learn about using DLP to protect interactions with Microsoft 365 Copilot and Copilot Chat Learn about the default DLP policy for Microsoft 365 Copilot location | Microsoft Learn Permissions to create or edit a DLP policy to safeguard Microsoft 365 Copilot and Copilot Chat Learn about the new Microsoft Purview Data Security Posture Management (DSPM) | Microsoft Learn Roadmap Item: DLP for Microsoft 365 Copilot to safeguard prompts Roadmap Item: DLP to safeguard web search in Microsoft 365 Copilot
