Moving Microsoft 365 authentication to Entra ID Cloud Auth from On-Prem ADFS
Hi Identity Brain Trust, Assuming this would be the right place for my question as I couldn't find any other hub more relevant for this one. We have several applications configured to be authenticated via ADFS. We are looking to move these gradually to Entra ID Cloud auth and decommission ADFS, eventually. I would like to test out how Microsoft 365 can be moved to Cloud Auth from ADFS for a certain group of people. I have tried to use ADFS migration wizard in Entra but 365 app is not showing in the ADFS Application Migration section of Entra ID. I've read this official guide but still couldn't find how this can be manually done when App Migration section won't have the app appearing there. - https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/migrate-ad-fs-application-overview Appreciate any of your inputs on this one! KevInterested in Being a Guest on the Microsoft Security Podcast at RSA?
Going to RSA? We’re recording short, 15-minute Microsoft Security podcast conversations live at the conference- focused on real-world practitioner experience. No pitches, no slides, no marketing. Just an honest conversation about what you’re seeing, what’s changed, and what you’d tell a peer. If you’re doing the work and want to share your perspective, we’d love to hear from you. Take the survey to let us know you are interested here!Microsoft Purview Data Security Investigations is now generally available
Every data security investigation starts with the same question: What data security risks are buried in this data? Exposed credentials in thousands of files across a data estate. Evidence of fraud hidden in vendor communications. Sensitive documents accidentally shared to a large group. Finding these risks manually — reviewing content file by file, message by message — is no longer viable when organizations are managing 220 zettabytes of data[1] and facing over 12,000 confirmed breaches annually[2]. That's why we built Microsoft Purview Data Security Investigations, now generally available. Microsoft Purview Data Security Investigations enables data security teams to identify investigation-relevant data, investigate that data with AI-powered deep content analysis, and mitigate risk — all within one unified solution. Teams can quickly analyze data at scale to surface sensitive data and security risks, then collaborate securely to address them. By streamlining complex, time‑consuming investigative workflows, admins can resolve investigations in hours instead of weeks or months. Proactive and reactive investigation scenarios Organizations are using Data Security Investigations to tackle diverse data security challenges — from reactive incident response to proactive risk assessment. Some of our top use cases from preview include: Data breach and leak: Understand severity, sensitivity, and significance of data that has been leaked or breached, including risks buried in impacted data, to take action and mitigate its impact to the organization. Credentials exposure: Proactively scan thousands of SharePoint sites to identify files containing credentials like passwords, which can give a threat actor prolonged access to an organization's environment. Internal fraud and bribery: Uncover suspicious communications tied to vendor payments or client interactions, uncovering hard-to-find patterns in large volumes of emails and messages. Sensitive data exposure in Teams: Determine who accessed classified documents after accidental sharing — and whether that data was further distributed. Inappropriate content investigations: Quickly find what was posted, where, and by whom, even when teams only know a timeframe or channel name. Investigations that once took weeks — or weren’t possible at all — can now be completed in hours. By eliminating manual effort and surfacing hidden risks across sprawling data estates, Data Security Investigations empowers teams to investigate more efficiently and confidently, making deep, scalable investigations a reality. What Microsoft Purview Data Security Investigations does – and what’s new Since launching public preview, we've listened closely to customer feedback and made significant enhancements to help teams investigate faster, mitigate more effectively, and manage costs with confidence. Data Security Investigations addresses three critical stages of an investigation: Identify impacted data Data Security admins can efficiently identify relevant data by searching their Microsoft 365 data estate to locate emails, Teams messages, Copilot prompts and responses, and documents. Investigators can also launch pre-scoped investigations from a Microsoft Defender XDR incident or a Microsoft Purview Insider Risk Management case. We’ve recently added a new integration that allows admins to launch a Data Security Investigation from Microsoft Purview Data Security Posture Management as well. This capability can help a data security admin investigate an objective, such as preventing data exfiltration. Investigate using deep content analysis Once the investigation is scoped, the solution's generative AI capabilities allow admins to gain deeper insights into the data, analyzing across 95+ languages to uncover critical sensitive data and security risks. Teams can quickly answer three questions: What data security risks exist within the data? Why do they matter? And what actions can be taken to mitigate them? To help answer these questions, two new investigative capabilities, AI search and AI context input, as well as enhancements to existing features were added in November. Data Security Investigations help admins scale their impact and accelerate investigations with the following features: AI search: Using a new AI-powered natural language search experience, admins can find key risks using keywords, metadata, and semantic embeddings — making it easier to locate investigation-relevant content across large data estates. Categorization: By automatically classifying investigation data into meaningful categories, admins can quickly understand incident severity, what types of content is at risk, and trends within an investigation. Vector search: Using semantic search, admins can find contextually related content — even when exact keywords don't match. Risk examination: Using deep content analysis, admins can examine content for sensitive data and security risks, providing a risk score, recommended mitigation steps, and AI-generated rationale for each analyzed asset. AI context input: Admins can now add investigation-specific context before analysis, resulting in more efficient, higher-quality insights tailored to the specific incident. AI search in action, finding credentials present in the dataset being investigated. Mitigate identified risks Investigators can use Data Security Investigations to securely collaborate with partner teams to mitigate identified risks, simplifying tasks that have traditionally been time consuming and complex. In September, we launched an integration with the Microsoft Sentinel graph, the data risk graph, allowing admins to visualize correlations between investigation data, users, and their activities. This automatically combines unified audit logs, Entra audit logs, and threat intelligence, which would otherwise need to be manually correlated, saving time, providing critical context, and allowing investigators to understand all nodes in their investigation. At the start of January 2026, we launched a new mitigation action, purge, that helps admins quickly and efficiently delete sensitive or overshared content directly within the investigation workflow in the product interface. This reduces exposure immediately and keeps incidents from escalating or recurring. Built-in cost management tools To help customers predict and manage costs associated with using Data Security Investigations, we recently released a lightweight cost estimator and usage dashboard. The in-product cost estimator is now available to help analysts model and forecast both storage and compute unit costs based on specific use cases, enabling more accurate budget planning. Additionally, the usage dashboard provides granular breakdowns of billed storage and compute unit usage, empowering data security admins to identify cost-saving opportunities and optimize resource allocation. For detailed guidance on managing costs, see https://aka.ms/DSIcostmanagementtips. Refined business model for general availability These cost management tools are designed to support our updated business model, which offers greater flexibility and transparency. Customers need the freedom to scale investigations without overcommitting resources. To better align with how customers investigate data risk at scale, we refined the Data Security Investigations business model as part of general availability. The product now uses two consumptive meters: Data Security Investigations Storage Meter – For storing investigation-related data, charged by GB Data Security Investigations Compute Meter – For the computational capacity required to complete AI-powered data analysis and actions, charged by Compute Units (CUs) Monthly charges are determined by the amount of data stored and the number of CUs consumed per hour. This pay-as-you-go model ensures customers only pay for what they need when they need it, providing the flexibility, scalability, and cost efficiency needed for both urgent incident response and proactive data security hygiene assessments. Find more information on pricing at aka.ms/purviewpricing. Get started today As data security threats evolve, so must the way we investigate them. Microsoft Purview Data Security Investigations is now generally available, giving organizations a modern, AI-powered approach to uncovering and mitigating risk — without the complexity of disconnected tools or manual workflows. Whether investigating an active breach or proactively hunting for hidden risks, Data Security Investigations gives data security teams the speed and precision needed to act decisively in today's threat landscape. Join for a live Ask Me Anything with the people behind the product on Thursday February 5th at 10am PST, more details here: aka.ms/PurviewDSIAMA2 Learn more about Data Security Investigations at aka.ms/DSIdocs View pricing details at aka.ms/purviewpricing Try Data Security Investigations today! Visit the product https://purview.microsoft.com/dsi and find setup instructions at aka.ms/DSIsetup [1] Worldwide IDC Global DataSphere Forecast, 2025–2029 [2] 2025-dbir-data-breach-investigations-report.pdfSearch 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.
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?Search 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.Microsoft Purview Data Risk Assessments: M365 vs Fabric
Why Data Risk Assessments matter more in the AI era: Generative AI changes the oversharing equation. It can surface data faster, to more people, with less friction, which means existing permission mistakes become more visible, more quickly. Microsoft Purview Data Risk Assessments are designed to identify and help you remediate oversharing risks before (or while) AI experiences like Copilot and analytics copilots accelerate access patterns. Quick Decision Guide: When to use Which? Use Microsoft 365 Data Risk Assessments when: You’re rolling out Microsoft 365 Copilot (or Copilot Chat/agents grounded in SharePoint/OneDrive). Your biggest exposure risk is oversharing SharePoint sites, broad internal access, anonymous links, or unlabeled sensitive files. Use Fabric Data Risk Assessments when: You’re rolling out Copilot in Fabric and want visibility into sensitive data exposure in workspaces and Fabric items (Dashboard, Report, DataExploration, DataPipeline, KQLQuerySet, Lakehouse, Notebook, SQLAnalyticsEndpoint, and Warehouse) Your governance teams need to reduce risk in analytics estates without waiting for a full data governance program to mature. Use both when (most enterprises): Data is spread across collaboration + analytics + AI interactions, and you want a unified posture and remediation motion under DSPM objectives. At a high level: Microsoft 365 Data Risk Assessments focus on oversharing risk in SharePoint and OneDrive content, a primary readiness step for Microsoft 365 Copilot rollouts. Fabric Data Risk Assessments focus on oversharing risk in Microsoft Fabric workspaces and items, especially relevant for Copilot in Fabric and Power BI / Fabric artifacts. Both experiences show up under the newer DSPM (preview) guided objectives (and also remain available via DSPM for AI (classic) paths depending on your tenant rollout). The Differences That Matter NOTE: Assessments are a posture snapshot, not a live feed. Default assessments will automatically re-scan every week while custom assessments need to be manually recreated or duplicated to get a new snapshot. Use them to prioritize remediation and then re-run on a cadence to measure improvement. Scenario M365 Data Risk Assessments Fabric Data Risk Assessments Default scope & frequency Surfaces top 100 most active SharePoint sites (and OneDrives) weekly. Surfaces org-wide oversharing issues in M365 content. Default data risk assessment automatically runs weekly for the top 100 Fabric workspaces based on usage in your organization. Focuses on oversharing in Fabric items. Supported item types SharePoint Online sites (incl. Teams files) & OneDrive documents. Focus on files/folders and their sharing links or permissions. Fabric content: Dashboards, Power BI Reports, Data Explorations, Data Pipelines, KQL Querysets, Lakehouses, Notebooks, SQL Analytics Endpoints, Warehouses (as of preview). Oversharing signals Unprotected sensitive files that don't have sensitivity label that have broad or external access (e.g., “everyone” or public link sharing). Also flags sites with many active users (high exposure). Unprotected sensitive data in Fabric workspaces. For example, reports or datasets with SITs but no sensitivity label, or Fabric items accessible to many users (or shared externally via link, if applicable) Freshness and re-run behavior Custom assessments can be rerun by duplicating the assessment to create a new run, results can expire after a defined window (30‑day expiration and using “duplicate” to re-run). Fabric custom assessments are also active for 30 days and can be duplicated to continue scanning the scoped list of workspaces. To rerun and to see results after the 30-day expiration, use the duplicate option to create a new assessment with the same selections. Setup Requirements For deeper capabilities like M365 item-level scanning in custom assessments requires an Entra app registration with specific Microsoft Graph application permissions + admin consent for your tenant. The Fabric default assessment requires one-time service principal setup and enabling service principal authentication for Fabric admin APIs in the Fabric admin portal. Remediation options Advanced: Item-level scanning identifies potentially overshared files with direct remediation actions (e.g., remove sharing link, apply sensitivity label, notify owner) for SharePoint sites. site-level actions are also available such as enabling default sensitivity labels or configuring DLP policies. Workspace level Purview controls: e.g., create DLP policies, apply default sensitivity labels to new items, or review user access in Entra. (The actual permission changes in Fabric must be done by admins or owners in Fabric.) User experience Default assessment: Site-level insights like label of sites, how many times site was accessed and how many sensitive items were found in the site. Custom Assessments: Site-level and item-level insights if using item-level scan. Shows counts of sensitive files, share links (anyone links, externals), label coverage, last accessed info, etc. And possible remediation actions Results organized by Fabric workspace. Shows counts of sensitive items found and how many are labeled vs unlabeled, broad access indicators (e.g., large viewer counts or “anyone link” usage for data in that workspace), plus recommended mitigation (DLP/sensitivity label policies) Licensing DSPM/DSPM for AI M365 features typically require Microsoft 365 E5 / E5 Compliance entitlements for relevant user-based scenarios. Copilot in Fabric governance (starting with Copilot for Power BI) requires E5 licensing and enabling the Fabric tenant option “Allow Microsoft Purview to secure AI interactions” (default enabled) and pay-as-you-go billing for Purview management of those AI interactions. Common pitfalls organizations face when securing Copilot in Fabric (and how to avoid them) Pitfall How to Avoid or Mitigate Not completing prerequisites for Purview to access Fabric environment Example: Skipping the Entra app setup for Fabric assessment scanning. Follow the setup checklist and enable the Purview-Fabric integration. Without it, your Fabric workspaces won’t be scanned for oversharing risk. Dedicate time pre-deployment to configure required roles, app registrations, and settings. Fabric setup stalls due to missing admin ownership Fabric assessments require Entra app admin + Fabric admin collaboration (service principal + tenant settings). Skipping the “label strategy” and jumping straight to DLP DLP is strongest when paired with a clear sensitivity labeling strategy; labels provide durable semantics across M365 + Fabric. Fragmented labeling strategy Example: Fabric assets have a different or no labeling schema separate from M365. Align on a unified sensitivity label taxonomy across M365 and Fabric. Re-use labels in Fabric via Purview publishing so that classifications mean the same thing everywhere. This ensures consistent DLP and retention behavior across all data locations. Too broad DLP blocks disrupt users Example: Blocking every sharing action involving any internal data causes frustration. Take a risk-based approach: Start with monitor-only DLP rules to gather data, then refine. Focus on high-impact scenarios (for instance, blocking external sharing of highly sensitive data) rather than blanket rules. Use user education (via policy tips) to drive awareness alongside enforcement. Ignoring the human element (owners & users) Example: IT implements controls but doesn’t inform data owners or train users. Involve workspace owners and end-users early. For each high-risk workspace, engage the owner to verify if data is truly sensitive and to help implement least-privilege access. Provide training to users about how Copilot uses data and why labeling & proper sharing are important. This fosters a culture of “shared responsibility” for AI security. No ongoing plan after initial fixes Example: One-time scan and label, but no follow-up, so new issues emerge unchecked. Operationalize the process: Treat this as a continuous cycle. Leverage the “Operate” phase – schedule regular re-assessments (e.g., monthly Fabric risk scans) and quarterly reviews of Copilot-related incidents. Consider appointing a Copilot Governance Board or expanding an existing data governance committee to include AI oversight, so there’s accountability for long-term upkeep. Resources Prevent oversharing with data risk assessments (DSPM) Prerequisites for Fabric Data risk assessments Fabric: enable service principal authentication for admin APIs Beyond Visibility: new Purview DSPM experience Microsoft Purview licensing guidance New Purview pricing options for protecting AI apps and agents (PAYG context) Acknowledgements Sincere Regards to Sunil Kadam, Principal Squad Leader & Jenny Li, Product Lead, for their review and feedback.
Always‑on Diagnostics for Purview Endpoint DLP: Effortless, Zero‑Friction troubleshooting for admins
Historically, some security teams have struggled with the challenge of troubleshooting issues with endpoint DLP. Investigations can often slow down because reproducing issues, collecting traces, and aligning on context can be tedious. With always-on diagnostics in Purview endpoint data loss prevention (DLP), our goal has been simple: make troubleshooting seamless, and effortless—without ever disrupting the information worker. Today, we’re excited to share new enhancements to always-on diagnostics for Purview endpoint DLP. This is the next step in our journey to modernize supportability in Microsoft Purview and dramatically reduce admin friction during investigations. Where We Started: Introduction of continuous diagnostic collection Earlier this year, we introduced continuous diagnostic trace collection on Windows endpoints (support for macOS endpoints coming soon). This eliminated the single largest source of friction: the need to reproduce issues. With this capability: Logs are captured persistently for up to 90 days Information workers no longer need admin permissions to retrieve traces Admins can submit complete logs on the first attempt Support teams can diagnose transient or rare issues with high accuracy In just a few months, we saw resolution times drop dramatically. The message was clear: Always-on diagnostics is becoming a new troubleshooting standard. Our Newest Enhancements: Built for Admins. Designed for Zero Friction. The newest enhancements to always-on diagnostics unlock the most requested capability from our IT and security administrators: the ability to retrieve and upload always-on diagnostic traces directly from devices using the Purview portal — with no user interaction required. This means: Admins can now initiate trace uploads on demand No interruption to information workers and their productivity No issue reproduction sessions, minimizing unnecessary disruption and coordination Every investigation starts with complete context Because the traces are already captured on-device, these improvements now help complete the loop by giving admins a seamless, portal-integrated workflow to deliver logs to Microsoft when needed. This experience is now fully available for customers using endpoint DLP on Windows. Why This Matters As a product team, our success is measured not just by usage, but by how effectively we eliminate friction for customers. Always-on diagnostics minimizes the friction and frustration that has historically affected some customers. - No more asking your employee or information worker to "can you reproduce that?" and share logs - No more lost context - No more delays while logs are collected after the fact How it Works Local trace capture Devices continuously capture endpoint DLP diagnostic data in a compressed, proprietary format, and this data stays solely on the respective device based on the retention period and storage limits configured by the admin. Users no longer need to reproduce issues during retrieval—everything the investigation requires is already captured on the endpoint. Admin-triggered upload Admins can now request diagnostic uploads directly from the Purview portal, eliminating the need to disrupt users. Upload requests can be initiated from multiple entry points, including: Alerts (Data Loss Prevention → Alerts → Events) Activity Explorer (Data Loss Prevention → Explorers → Activity explorer) Device Policy Status Page (Settings → Device onboarding → Devices) From any of these locations, admins can simply choose Request device log, select the date range, add a brief description, and submit the request. Once processed, the device’s always-on diagnostic logs are securely uploaded to Microsoft telemetry as per customer-approved settings. Admins can include the upload request number in their ticket with Microsoft Support, and sharing this number removes the need for the support engineer to ask for logs again during the investigation. This workflow ensures investigations start with complete diagnostic context. Privacy & compliance considerations Data is only uploaded during admin-initiated investigations Data adheres to our published diagnostic data retention policies Logs are only accessible to the Microsoft support team, not any other parties We Want to Hear From You Are you using always-on diagnostics? We'd love to hear about your experience. Share your feedback, questions, or success stories in the Microsoft Tech Community, or reach out to our engineering team directly. Making troubleshooting effortless—so you can focus on what matters, not on chasing logs.Microsoft Copilot Studio vs. Microsoft Foundry: Building AI Agents and Apps
Microsoft Copilot Studio and Microsoft Foundry (often referred to as Azure AI Foundry) are two key platforms in Microsoft’s AI ecosystem that allow organizations to create custom AI agents and AI-enabled applications. While both share the goal of enabling businesses to build intelligent, task-oriented “copilot” solutions, they are designed for different audiences and use cases. To help you decide which path suits your organization, this blog provides an educational comparison of Copilot Studio vs. Azure AI Foundry, focusing on their unique strengths, feature parity and differences, and key criteria like control requirements, preferences, and integration needs. By understanding these factors, technical decision-makers, developers, IT admins, and business leaders can confidently select the right platform or even a hybrid approach for their AI agent projects. Copilot Studio and Azure AI Foundry: At a Glance Copilot Studio is designed for business teams, pro‑makers, and IT admins who want a managed, low‑code SaaS environment with plug‑and‑play integrations. Microsoft Foundry is built for professional developers who need fine‑grained control, customization, and integration into their existing application and cloud infrastructure. And the good news? Organizations often use both and they work together beautifully. Feature Parity and Key Differences While both platforms can achieve similar outcomes, they do so via different means. Here’s a high-level comparison of Copilot Studio and Azure AI Foundry: Factor Copilot Studio (SaaS, Low-Code) Microsoft (Azure) AI Foundry (PaaS, Pro-Code) Target Users & Skills Business domain experts, IT pros, and “pro-makers” comfortable with low-code tools. Little to no coding is required for building agents. Ideal for quick solutions within business units. Professional developers, software engineers, and data scientists with coding/DevOps expertise. Deep programming skills needed for custom code, DevOps, and advanced AI scenarios. Suited for complex, large-scale AI projects. Platform Model Software-as-a-Service – fully managed by Microsoft. Agents and tools are built and run in Microsoft’s cloud (M365/Copilot service) with no infrastructure to manage. Simplified provisioning, automatic updates, and built-in compliance with Microsoft 365 environment. Platform-as-a-Service, runs in your Azure subscription. You deploy and manage the agent’s infrastructure (e.g. Azure compute, networking, storage) in your cloud. Offers full control over environment, updates, and data residency. Integration & Data Out-of-box connectors & data integrations for Microsoft 365 (SharePoint, Outlook, Teams) and 3rd-party SaaS via Power Platform connectors. Easy integration with business systems without coding, ideal for leveraging existing M365 and Power Platform assets. Data remains in Microsoft’s cloud (with M365 compliance and Purview governance) by default. Deep custom integration with any system or data source via code. Natively works with Azure services (Azure SQL, Cosmos DB, Functions, Kubernetes, Service Bus, etc.) and can connect to on-prem or multi-cloud resources via custom connectors. Suitable when data/code must stay in your network or cloud for compliance or performance reasons. Development Experience Low-code, UI-driven development. Build agents with visual designers and prompt editors. No-code orchestration through Topics (conversational flows) and Agent Flows (Power Automate). Rich library of pre-built components (tools/capabilities) that are auto-managed and continuously improved by Microsoft (e.g. Copilot connectors for M365, built-in tool evaluations). Emphasizes speed and simplicity over granular control. Code-first development. Offers web-based studio plus extensive SDKs, CLI, and VS Code integration for coding agents and custom tools. Supports full DevOps: you can use GitHub/Azure DevOps for CI/CD, custom testing, version control, and integrate with your existing software development toolchain. Provides maximum flexibility to define bespoke logic, but requires more time and skill, sacrificing immediate simplicity for long-term extensibility. Control & Governance Managed environment – minimal configuration needed. Governance is handled via Microsoft’s standard M365 admin centers: e.g. Admin Center, Entra ID, Microsoft Purview, Defender for identity, access, auditing, and compliance across copilots. Updates and performance optimizations (e.g. tool improvements) are applied automatically by Microsoft. Limited need (or ability) to tweak infrastructure or model behavior under the hood – fits organizations that want Microsoft to manage the heavy lifting. Microsoft Foundry provides a pro‑code, Azure‑native environment for teams that need full control over the agent runtime, integrations, and development workflow. Full stack control – you manage how and where agents run. Customizable governance using Azure’s security & monitoring tools: Azure AD (identity/RBAC), Key Vault, network security (private endpoints, VNETs), plus integrated logging and telemetry via Azure Monitor, App Insights, etc. Foundry includes a developer control plane for observing, debugging, and evaluating agents during development and runtime. This is ideal for organizations requiring fine-grained control, custom compliance configurations, and rigorous LLMOps practices. Deployment Channels One-click publishing to Microsoft 365 experiences (Teams, Outlook), web chat, SharePoint, email, and more – thanks to native support for multiple channels in Copilot Studio. Everything runs in the cloud; you don’t worry about hosting the bot. Flexible deployment options. Foundry agents can be exposed via APIs or the Activity Protocol, and integrated into apps or custom channels using the M365 Agents SDK. Foundry also supports deploying agents as web apps, containers, Azure Functions, or even private endpoints for internal use, giving teams freedom to run agents wherever needed (with more setup). Control and customization Copilot Studio trades off fine-grained control for simplicity and speed. It abstracts away infrastructure and handles many optimizations for you, which accelerates development but limits how deeply you can tweak the agent’s behavior. Azure Foundry, by contrast, gives you extensive control over the agent’s architecture, tools and environment – at the cost of more complex setup and effort. Consider your project’s needs: Does it demand custom code, specialized model tuning or on-premises data? If yes, Foundry provides the necessary flexibility. Common Scenarios · HR or Finance teams building departmental AI assistants · Sales operations automating workflows and knowledge retrieval · Fusion teams starting quickly without developer-heavy resources Copilot Studio gives teams a powerful way to build agents quickly without needing to set up compute, networking, identity or DevOps pipeline · Embedding agents into production SaaS apps · If team uses professional developer frameworks (Semantic Kernel, LangChain, AutoGen, etc.) · Building multi‑agent architectures with complex toolchains · You require integration with existing app code or multi-cloud architecture. · You need full observability, versioning, instrumentation or custom DevOps. Foundry is ideal for software engineering teams who need configurability, extensibility and industrial-grade DevOps. Benefits of Combined Use: Embracing Hybrid approach One important insight is that Copilot Studio and Foundry are not mutually exclusive. In fact, Microsoft designed them to be interoperable so that organizations can use both in tandem for different parts of a solution. This is especially relevant for large projects or “fusion teams” that include both low-code creators and pro developers. The pattern many enterprises land on: Developers build specialized tools / agents in Foundry Makers assemble user-facing workflow experience in Copilot Studio Agents can collaborate via agent-to-agent patterns (including A2A, where applicable) Using both platforms together unlocks the best of both worlds: Seamless User Experience: Copilot Studio provides a polished, user-friendly interface for end-users, while Azure AI Foundry handles complex backend logic and data processing. Advanced AI Capabilities: Leverage Azure AI Foundry’s extensive model library and orchestration features to build sophisticated agents that can reason, learn, and adapt. Scalability & Flexibility: Azure AI Foundry’s cloud-native architecture ensures scalability for high-demand scenarios, while Copilot Studio’s low-code approach accelerates development cycles. For the customers who don’t want to decide up front, Microsoft introduced a unified approach for scaling agent initiatives: Microsoft Agent Pre-Purchase Plan (P3) as part of the broader Agent Factory story, designed to reduce procurement friction across both platforms. Security & Compliance using Microsoft Purview Microsoft Copilot Studio: Microsoft Purview extends enterprise-grade security and compliance to agents built with Microsoft Copilot Studio by bringing AI interaction governance into the same control plane you use for the rest of Microsoft 365. With Purview, you can apply DSPM for AI insights, auditing, and data classification to Copilot Studio prompts and responses, and use familiar compliance capabilities like sensitivity labels, DLP, Insider Risk Management, Communication Compliance, eDiscovery, and Data Lifecycle Management to reduce oversharing risk and support investigations. For agents published to non-Microsoft channels, Purview management can require pay-as-you-go billing, while still using the same Purview policies and reporting workflows teams already rely on. Microsoft Foundry: Microsoft Purview integrates with Microsoft Foundry to help organizations secure and govern AI interactions (prompts, responses, and related metadata) using Microsoft’s unified data security and compliance capabilities. Once enabled through the Foundry Control Plane or through Microsoft Defender for Cloud in Microsoft Azure Portal, Purview can provide DSPM for AI posture insights plus auditing, data classification, sensitivity labels, and enforcement-oriented controls like DLP, along with downstream compliance workflows such as Insider Risk, Communication Compliance, eDiscovery, and Data Lifecycle Management. This lets security and compliance teams apply consistent policies across AI apps and agents in Foundry, while gaining visibility and governance through the same Purview portal and reports used across the enterprise. Conclusion When it comes to Copilot Studio vs. Azure AI Foundry, there is no universally “best” choice – the ideal platform depends on your team’s composition and project requirements. Copilot Studio excels at enabling functional business teams and IT pros to build AI assistants quickly in a managed, compliant environment with minimal coding. Azure AI Foundry shines for developer-centric projects that need maximal flexibility, custom code, and deep integration with enterprise systems. The key is to identify what level of control, speed, and skill your scenario calls for. Use both together to build end-to-end intelligent systems that combine ease of use with powerful backend intelligence. By thoughtfully aligning the platform to your team’s strengths and needs, you can minimize friction and maximize momentum on your AI agent journey delivering custom copilot solutions that are both quick to market and built for the long haul Resources to explore Copilot Studio Overview Microsoft Foundry Use Microsoft Purview to manage data security & compliance for Microsoft Copilot Studio Use Microsoft Purview to manage data security & compliance for Microsoft Foundry Optimize Microsoft Foundry and Copilot Credit costs with Microsoft Agent pre-purchase plan Accelerate Innovation with Microsoft Agent FactoryHow business conduct violations can help understand data security risks
Discover how the integration of Communication Compliance and Insider Risk Management enhances understanding of data security risks by providing deeper insights into user intent on potentially risky activities, ultimately aiding proactive management and safeguarding of sensitive assets within organizations.
