Search and Purge workflow in the new modern eDiscovery experience
With the retirement of Content Search (Classic) and eDiscovery Standard (Classic) in May, and alongside the future retirement of eDiscovery Premium (Classic) in August, organizations may be wondering how this will impact their existing search and purge workflow. The good news is that it will not impact your organizations ability to search for and purge email, Teams and M365 Copilot messages; however there are some additional points to be careful about when working with purge with cmdlet and Graph alongside of the modern eDiscovery experience. We have made some recent updates to our documentation regarding this topic to reflect the changes in the new modern eDiscovery experience. These can be found below and you should ensure that you read them in full as they are packed with important information on the process. Find and delete email messages in eDiscovery | Microsoft Learn Find and delete Microsoft Teams chat messages in eDiscovery | Microsoft Learn Search for and delete Copilot data in eDiscovery | Microsoft Learn The intention of this first blog post in the series is to cover the high-level points including some best practices when it comes to running search and purge operations using Microsoft Purview eDiscovery. Please stay tuned for further blog posts intended to provide more detailed step-by-step of the following search and purge scenarios: Search and Purge email and Teams messages using Microsoft Graph eDiscovery APIs Search and Purge email messages using the Security and Compliance PowerShell cmdlets I will update this blog post with the subsequent links to the follow-on posts in this series. So let’s start by looking at the two methods available to issue a purge command with Microsoft Purview eDiscovery, they are the Microsoft Graph eDiscovery APIs or the Security and Compliance PowerShell cmdlets. What licenses you have dictates which options are available to you and what type of items you can be purge from Microsoft 365 workloads. For E3/G3 customers and cases which have the premium features disabled You can only use the PowerShell cmdlets to issue the purge command You should only purge email items from mailboxes and not Teams messages You are limited to deleting 10 items per location with a purge command For E5/G5 customers and cases which have the premium features enabled You can only use the Graph API to issue the purge command You can purge email items and Teams messages You can delete up to 100 items per location with a purge command To undertake a search and then purge you must have the correct permissions assigned to your account. There are two key Purview Roles that you must be assigned, they are: Compliance Search: This role lets users run the Content Search tool in the Microsoft Purview portal to search mailboxes and public folders, SharePoint Online sites, OneDrive for Business sites, Skype for Business conversations, Microsoft 365 groups, and Microsoft Teams, and Viva Engage groups. This role allows a user to get an estimate of the search results and create export reports, but other roles are needed to initiate content search actions such as previewing, exporting, or deleting search results. Search and Purge: This role lets users perform bulk removal of data matching the criteria of a search. To learn more about permissions in eDiscovery, along with the different eDiscovery Purview Roles, please refer to the following Microsoft Learn article: Assign permissions in eDiscovery | Microsoft Learn By default, eDiscovery Manager and eDiscovery Administrators have the “Compliance Search” role assigned. For search and purge, only the Organization Management Purview Role group has the role assigned by default. However, this is a highly privileged Purview Role group and customers should considering using a custom role group to assign the Search and Purge Purview role to authorised administrators. Details on how to create a custom role group in Purview can be found in the following article. Permissions in the Microsoft Purview portal | Microsoft Learn It is also important to consider the impact of any retention policies or legal holds will have when attempting to purge email items from a mailbox where you want to hard delete the items and remove it completely from the mailbox. When a retention policy or legal hold is applied to a mailbox, email items that are hard deleted via the purge process are moved and retained in the Recoverable Items folder of the mailbox. There purged items will be retained until such time as all holds are lifted and until the retention period defined in the retention policy has expired. It is important to note that items retained in the Recoverable Items folder are not visible to users but are returned in eDiscovery searches. For some search and purge use cases this is not a concern; if the primary goal is to remove the item from the user’s view then additional steps are required. However if the goal is to completely remove the email item from the mailbox in Exchange Online so it doesn't appear in the user’s view and is not returned by future eDiscovery searches then additional steps are required. They are: Disable client access to the mailbox Modify retention settings on the mailbox Disable the Exchange Online Managed Folder Assistant for the mailbox Remove all legal holds and retention policies from the mailbox Perform the search and purge operation Revert the mailbox to its previous state These steps should be carefully followed as any mistake could result in additional data that is being retained being permanently deleted from the service. The full detailed steps can be found in the following article. Delete items in the Recoverable Items folder mailboxes on hold in eDiscovery | Microsoft Learn Now for some best practice when running search and purge operations: Where possible target the specific locations containing the items you wish to purge and avoid tenant wide searches where possible If a tenant wide search is used to initially locate the items, once the locations containing the items are known modify the search to target the specific locations and rerun the steps Always validate the item report against the statistics prior to issuing the purge command to ensure you are only purging items you intend to remove If the item counts do not align then do not proceed with the purge command Ensure admins undertaking search and purge operations are appropriately trained and equipped with up-to-date guidance/process on how to safely execute the purge process The search conditions Identifier, Sensitivity Label and Sensitive Information Type do not support purge operations and if used can cause un-intended results Organizations with E5/G5 licenses should also take this opportunity to review if other Microsoft Purview and Defender offerings can help them achieve the same outcomes. When considering the right approach/tool to meet your desired outcomes you should become familiar with the following additional options for removing email items: Priority Clean-up (link): Use the Priority cleanup feature under Data Lifecycle Management in Microsoft Purview when you need to expedite the permanent deletion of sensitive content from Exchange mailboxes, overriding any existing retention settings or eDiscovery holds. This process might be implemented for security or privacy in response to an incident, or for compliance with regulatory requirements. Threat Explorer (link): Threat Explorer in Microsoft Defender for Office 365 is a powerful tool that enables security teams to investigate and remediate malicious emails in near real-time. It allows users to search for and filter email messages based on various criteria - such as sender, recipient, subject, or threat type - and take direct actions like soft delete, hard delete, or moving messages to junk or deleted folders. For manual remediation, Threat Explorer supports actions on emails delivered within the past 30 days In my next posts I will be delving further into how to use both the Graph APIs and the Security and Compliance PowerShell module to safely execute your purge commands.Security Baseline for M365 Apps for enterprise v2512
Security baseline for Microsoft 365 Apps for enterprise (v2512, December 2025) Microsoft is pleased to announce the latest Security Baseline for Microsoft 365 Apps for enterprise, version 2512, is now available as part of the Microsoft Security Compliance Toolkit. This release builds on previous baselines and introduces updated, security‑hardened recommendations aligned with modern threat landscapes and the latest Office administrative templates. As with prior releases, this baseline is intended to help enterprise administrators quickly deploy Microsoft recommended security configurations, reduce configuration drift, and ensure consistent protection across user environments. Download the updated baseline today from the Microsoft Security Compliance Toolkit, test the recommended configurations, and implement as appropriate. This release introduces and updates several security focused policies designed to strengthen protections in Microsoft Excel, PowerPoint, and core Microsoft 365 Apps components. These changes reflect evolving attacker techniques, partner feedback, and Microsoft’s secure by design engineering standards. The recommended settings in this security baseline correspond with the administrative templates released in version 5516. Below are the updated settings included in this baseline: Excel: File Block Includes External Link Files Policy Path: User Configuration\Administrative Templates\Microsoft Excel 2016\Excel Options\Security\Trust Center\File Block Settings\File Block includes external link files The baseline will ensure that external links to workbooks blocked by File Block will no longer refresh. Attempts to create or update links to blocked files return an error. This prevents data ingestion from untrusted or potentially malicious sources. Block Insecure Protocols Across Microsoft 365 Apps Policy Path: User Configuration\Administrative Templates\Microsoft Office 2016\Security Settings\Block Insecure Protocols The baseline will block all non‑HTTPS protocols when opening documents, eliminating downgrade paths and unsafe connections. This aligns with Microsoft’s broader effort to enforce TLS‑secure communication across productivity and cloud services. Block OLE Graph Functionality Policy Path: User Configuration\Administrative Templates\Microsoft Office 2016\Security Settings\Block OLE Graph This setting will prevent MSGraph.Application and MSGraph.Chart (classic OLE Graph components) from executing. Microsoft 365 Apps will instead render a static image, mitigating a historically risky automation interface. Block OrgChart Add‑in Policy Path: User Configuration\Administrative Templates\Microsoft Office 2016\Security Settings\Block OrgChart The legacy OrgChart add‑in is disabled, preventing execution and replacing output with an image. This reduces exposure to outdated automation frameworks while maintaining visual fidelity. Restrict FPRPC Fallback in Microsoft 365 Apps Policy Path: User Configuration\Administrative Templates\Microsoft Office 2016\Security Settings\Restrict Apps from FPRPC Fallback The baseline disables the ability for Microsoft 365 Apps to fall back to FrontPage Server Extensions RPC which is an aging protocol not designed for modern security requirements. Avoiding fallback ensures consistent use of modern, authenticated file‑access methods. PowerPoint: OLE Active Content Controls Updated Policy Path: User Configuration\Administrative Templates\Microsoft PowerPoint 2016\PowerPoint Options\Security\OLE Active Content This baseline enforces disabling interactive OLE actions, no OLE content will be activate. The recommended baseline selection ensures secure‑by‑default OLE activation, reducing risk from embedded legacy objects. Deployment options for the baseline IT Admins can apply baseline settings in different ways. Depending on the method(s) chosen, different registry keys will be written, and they will be observed in order of precedence: Office cloud policies will override ADMX/Group Policies which will override end user settings in the Trust Center. Cloud policies may be deployed with the Office cloud policy service for policies in HKCU. Cloud policies apply to a user on any device accessing files in Office apps with their AAD account. In Office cloud policy service, you can create a filter for the Area column to display the current Security Baselines, and within each policy's context pane the recommended baseline setting is set by default. Learn more about Office cloud policy service. ADMX policies may be deployed with Microsoft Intune for both HKCU and HKLM policies. These settings are written to the same place as Group Policy, but managed from the cloud. There are two methods to create and deploy policy configurations: Administrative templates or the settings catalog. Group Policy may be deployed with on premise AD DS to deploy Group Policy Objects (GPO) to users and computers. The downloadable baseline package includes importable GPOs, a script to apply the GPOs to local policy, a script to import the GPOs into Active Directory Group Policy, updated custom administrative template (SecGuide.ADMX/L) file, all the recommended settings in spreadsheet form and a Policy Analyzer rules file. GPOs included in the baseline Most organizations can implement the baseline’s recommended settings without any problems. However, there are a few settings that will cause operational issues for some organizations. We've broken out related groups of such settings into their own GPOs to make it easier for organizations to add or remove these restrictions as a set. The local-policy script (Baseline-LocalInstall.ps1) offers command-line options to control whether these GPOs are installed. "MSFT Microsoft 365 Apps v2512" GPO set includes “Computer” and “User” GPOs that represent the “core” settings that should be trouble free, and each of these potentially challenging GPOs: “DDE Block - User” is a User Configuration GPO that blocks using DDE to search for existing DDE server processes or to start new ones. “Legacy File Block - User” is a User Configuration GPO that prevents Office applications from opening or saving legacy file formats. "Legacy JScript Block - Computer" disables the legacy JScript execution for websites in the Internet Zone and Restricted Sites Zone. “Require Macro Signing - User” is a User Configuration GPO that disables unsigned macros in each of the Office applications. If you have questions or issues, please let us know via the Security Baseline Community or this post. Related: Learn about Microsoft Baseline Security ModeAutomating Microsoft 365 with PowerShell Second Edition
The Office 365 for IT Pros team are thrilled to announce the availability of Automating Microsoft 365 with PowerShell (2nd edition). This completely revised 350-page book delivers the most comprehensive coverage of how to use Microsoft Graph APIs and the Microsoft Graph PowerShell SDK with Microsoft 365 workloads (Entra ID, Exchange Online, SharePoint Online, Teams, Planner, and more). Existing subscribers can download the second edition now free of charge. https://office365itpros.com/2025/06/30/automating-microsoft-365-with-powershell2/Why Entra ID attributes don’t always appear on Microsoft 365 profile cards
While working with Microsoft Entra ID and Microsoft 365 profile cards, I ran into a behavior that often causes confusion: attributes like EmployeeType can exist in Entra ID and Microsoft Graph, yet not appear consistently on Microsoft 365 profile cards. This post breaks down why this happens, what’s actually happening behind the scenes, and what you can realistically expect when working with profile card attributes in real environments. Profile cards should be treated as a presentation layer, not a guaranteed real-time reflection of every Entra ID attribute. If you’ve seen similar behavior with other attributes or workloads, I’d love to hear how you’ve approached it in your environments.
My microsoft account got hacked: Need actual support (Not copy and pasted ones)
My account got hacked, i dont know how but im sure 2fa is turned on and hackers still got in. I dont understand why there wasnt any emails about it going through my email that someone logged in in my microsoft account. I had things connected to that account such as school and some game like minecraft. Currently my java minecraft is non existence and is deleted from minecraft forever because i cant find it in namemc, but my xbox gamer tag is still alive so it also confirms that it indeed had an association with my account before. The hacker changed the email of my account that cause my email to be non-existence in the microsoft system. (This is very huge flaw of microsoft, i hope before we do any changes in the account, it is first confirmed in the email address if this email should really be added to that microsoft account) But i do have evidence that it was indeed associated with it before the hacker change the email and its even confirmed by microsoft website, i also got the full email of the hackers email that was used on my account. I tried everything from contacting support to the account recovery form. But nothing works, i tried cursing the fake email of the hacker that was currently occupying my account, but recieved no response. I am in dilema on what to do now, this account has been with me ever since my email was created. I just hoped that i get it back, i could provide evidences. But its been getting ignored apparently.
MFA Issue blocks Global Admin / Data Protection Team disconnects calls
Hi. I have just learned that the Microsoft Authenticator app allows you to create MFA for multiple Global Administrator accounts, but those accounts will not properly transfer when you move to a new Smartphone. I have one tenant that has only one Global Admin Account secured using MFA and the Microsoft Authenticator App. The MFA is no longer working. I have been told to work with the Microsoft Data Protection Team by calling them at 800-865-9408. The weird thing is they keep disconnecting the call before the issue gets addressed. It has happened multiple times. Calling them back results in hold times averaging over 2 hours. Does anyone have ideas how I can get my MFA issue solved perhaps by reaching the proper group at Microsoft in another fashion? Is there some customer advocate resource at Microsoft I can contact?
Migrating from Hybrid to pure Azure AD
We've currently got our domain/environment setup in a Hybrid AD. We've got a DC with AzureAD Connect installed and syncing to Azure. The plan is to uninstall AzureAD connect, demote the DC server, manually join computers to AzureAD. Will this work? I'm trying to understand if there is any consideration when uninstalling the AzureAD connect or disconnecting the server from Azure. Thanks!
Why “Working Smarter with AI” Matters for Every Nonprofit Right Now
Nonprofits are being asked to do more than ever, often with fewer people and tighter resources. Important mission‑driven work gets buried under emails, meetings, and administrative overload. Working Smarter with AI highlights a major shift happening across the sector — one that helps organizations reclaim time, reduce burnout, and refocus on what truly matters. AI Is Changing How Work Gets Done AI isn’t a future concept anymore. It’s already helping teams streamline tasks, cut through busywork, and stay focused on mission‑critical work. This isn’t about working faster — it’s about working smarter. Digital Debt Is Draining Teams Email overload, nonstop meetings, and constant information flow are holding staff back. AI can take on routine tasks so people can spend more time on creativity, strategy, and impact. Refocus on Mission‑Driven Work From summarizing documents to drafting content and analyzing information, AI tools remove the tedious parts of work and help teams reconnect with their purpose. AI as a True Productivity Partner Tools like Microsoft 365 Copilot support staff right inside the apps they already use. Whether it’s clearing inboxes, drafting grant proposals, or building presentations, AI gives teams a head start — and nearly 90% of users say it helps them feel more fulfilled. Built on Responsible AI Responsible AI ensures fairness, transparency, and privacy. It keeps people in control and supports staff rather than replacing them. A Better Way of Working AI gives nonprofits the opportunity to rethink how work happens — reducing burnout, boosting creativity, and helping teams stay focused on advancing the mission. Want to dive deeper? Get the free e‑book: Working Smarter with AISearch and Purge using the Security and Compliance PowerShell cmdlets
Welcome back to the series of blogs covering search and purge in Microsoft Purview eDiscovery! If you are new to this series, please first visit the blog post in our series that you can find here: Search and Purge workflow in the new modern eDiscovery experience. Also please ensure you read in full the Microsoft Learn documentation on this topic as I will not be covering some of the steps in full (permissions, releasing holds, all limitations): Find and delete email messages in eDiscovery | Microsoft Learn So as a reminder, E3/G3 customers must use the Security and Compliance PowerShell cmdlets to execute the purge operation. Searches can continue to be created using the New-ComplianceSearch cmdlet and then run the newly created search using the Start-ComplianceSearch cmdlet. Once a search has run, the statistics can be reviewed before executing the New-ComplianceSearchAction cmdlet with the Purge switch to remove the item from the targeted locations. However, some organizations may want to initially run the search, review statistics and export an item report in the new user experience before using the New-ComplianceSearchAction cmdlet to purge the items from the mailbox. Before starting, ensure you have version 3.9.0 or later of the Exchange Online Management PowerShell Module installed (link). If multiple versions of the Exchange Online Management PowerShell module are installed alongside version 3.9.0, remove the older versions of the module to avoid potential conflicts between the different versions of the module. When connecting using the Connect-IPPSession cmdlet ensure you include the EnableSearchOnlySession parameter otherwise the purge command will not run and may generate an error (link) Create the case, if you will be using the new Content Search case you can skip this step. However, if you want to create a new case to host the search, you must create the case via PowerShell. This ensures any searches created within the case in the Purview portal will support the PowerShell based purge command. Use the Connect-IPPSession command to connect to Security and Compliance PowerShell before running the following command to create a new case. New-ComplianceCase “Test Case” Select the new Purview Content Search case or the new case you created in step 1 and create a new Search Within your new search use the Add Sources option to search for and select the mailboxes containing the item to be purged by adding them to the Data sources of your newly created search. Note: Make sure only Exchange mailboxes are selected as you can only purge items contained within Exchange Mailboxes. If you added both the mailbox and associated sites, you can remove the sites using the 3 dot menu next to the data source under User Options. Alternatively, use the manage sources button to remove the sites associated with the data source. Within Condition builder define the conditions required to target the item you wish to purge. In this example, I am targeting an email with a specific subject, from a specific sender, on a specific day. To help me understand the estimated number of items that would be returned by the search I can run a statistics job first to give me confidence that the query is correct. I do this by selecting Run Query from the search itself. Then I can select Statistics and Run Query to trigger the Statistics job. Note, you can view the progress of the job via the Process Manager Once completed I can view the Statistics to confirm the query looks accurate and returning the numbers I was expecting. If I want to further verify that the items returned by the search is what I am looking for, I can run a Sample job to review a sample of the items matching the search query Once the Sample job is completed, I can review samples for locations with hits to determine if this is indeed the items I want to purge. If I need to go further and generate a report of the items that match the search (not just statistics and sampling) I can run an export to generate a report for the items that match the search criteria. Note: It is important to run the export report to review the results that purge action will remove from the mailbox. This will ensure that we purge only the items of interest. Download the report for the export job via the Process Manager or the Export tab to review the items that were a match Note: If very few locations have hits it is recommended to reduce the scope of your search by updating the data sources to include only the locations with hits. Switch back to the cmdlet and use Get-ComplianceSearch cmdlet as below, ensure the query is as you specified in the Purview Portal Get-ComplianceSearch -Identity "My search and purge" | fl As the search hasn’t be run yet in PowerShell – the Items count is 0 and the JobEndTime is not set - the search needs to be re-run via PS as per the example shown below Start-ComplianceSearch "My search and purge" Give it a few minutes to complete and use Get-ComplianceSearch to check the status of the search, if the status is not “Completed” and JobEndTime is not set you may need to give it more time Check the search returned the same results once it has finished running Get-ComplianceSearch -Identity "My search and purge" | fl name,status,searchtype,items,searchstatistics CRITICAL: It is important to make sure the Items count match the number of items returned in the item report generated from the Purview Portal. If the number of items returned in PowerShell do not match, then do not continue with the purge action. Issue the purge command using the New-ComplianceSearchAction cmdlet New-ComplianceSearchAction -SearchName "My search and purge" -Purge -PurgeType HardDelete Once completed check the status of the purge command to confirm that the items have been deleted Get-ComplianceSearchAction "My search and purge_purge" | fl Now that the purge operation has been completed successfully, it has been removed from the target mailbox and is no longer accessible by the user.
