Unlocking the Power of Microsoft Purview for ChatGPT Enterprise
In today's rapidly evolving technology landscape, data security and compliance are key. Microsoft Purview offers a robust solution for managing and securing interactions with AI based solutions. This integration not only enhances data governance but also ensures that sensitive information is handled with the appropriate controls. Let's dive into the benefits of this integration and outline the steps to integrate with ChatGPT Enterprise in specific. The integration works for Entra connected users on the ChatGPT workspace, if you have needs that goes beyond this, please tell us why and how it impacts you. Important update 1: Effective May 1, these capabilities require you to enable pay-as-you-go billing in your organization. Important update 2: From May 19, you are required to create a collection policy to ingest ChatGPT Enterprise information. In DSPM for AI you will find this one click process. Benefits of Integrating ChatGPT Enterprise with Microsoft Purview Enhanced Data Security: By integrating ChatGPT Enterprise with Microsoft Purview, organizations can ensure that interactions are securely captured and stored within their Microsoft 365 tenant. This includes user text prompts and AI app text responses, providing a comprehensive record of communications. Compliance and Governance: Microsoft Purview offers a range of compliance solutions, including Insider Risk Management, eDiscovery, Communication Compliance, and Data Lifecycle & Records Management. These tools help organizations meet regulatory requirements and manage data effectively. Customizable Detection: The integration allows for the detection of built in can custom classifiers for sensitive information, which can be customized to meet the specific needs of the organization. To help ensures that sensitive data is identified and protected. The audit data streams into Advanced Hunting and the Unified Audit events that can generate visualisations of trends and other insights. Seamless Integration: The ChatGPT Enterprise integration uses the Purview API to push data into Compliant Storage, ensuring that external data sources cannot access and push data directly. This provides an additional layer of security and control. Step-by-Step Guide to Setting Up the Integration 1. Get Object ID for the Purview account in Your Tenant: Go to portal.azure.com and search for "Microsoft Purview" in the search bar. Click on "Microsoft Purview accounts" from the search results. Select the Purview account you are using and copy the account name. Go to portal.azure.com and search for “Enterprise" in the search bar. Click on Enterprise applications. Remove the filter for Enterprise Applications Select All applications under manage, search for the name and copy the Object ID. 2. Assign Graph API Roles to Your Managed Identity Application: Assign Purview API roles to your managed identity application by connecting to MS Graph utilizing Cloud Shell in the Azure portal. Open a PowerShell window in portal.azure.com and run the command Connect-MgGraph. Authenticate and sign in to your account. Run the following cmdlet to get the ServicePrincipal ID for your organization for the Purview API app. (Get-MgServicePrincipal -Filter "AppId eq '9ec59623-ce40-4dc8-a635-ed0275b5d58a'").id This command provides the permission of Purview.ProcessConversationMessages.All to the Microsoft Purview Account allowing classification processing. Update the ObjectId to the one retrieved in step 1 for command and body parameter. Update the ResourceId to the ServicePrincipal ID retrieved in the last step. $bodyParam= @{ "PrincipalId"= "{ObjectID}" "ResourceId" = "{ResourceId}" "AppRoleId" = "{a4543e1f-6e5d-4ec9-a54a-f3b8c156163f}" } New-MgServicePrincipalAppRoleAssignment -ServicePrincipalId '{ObjectId}' -BodyParameter $bodyParam It will look something like this from the command line We also need to add the permission for the application to read the user accounts to correctly map the ChatGPT Enterprise user with Entra accounts. First run the following command to get the ServicePrincipal ID for your organization for the GRAPH app. (Get-MgServicePrincipal -Filter "AppId eq '00000003-0000-0000-c000-000000000000'").id The following step adds the permission User.Read.All to the Purview application. Update the ObjectId with the one retrieved in step 1. Update the ResourceId with the ServicePrincipal ID retrieved in the last step. $bodyParam= @{ "PrincipalId"= "{ObjectID}" "ResourceId" = "{ResourceId}" "AppRoleId" = "{df021288-bdef-4463-88db-98f22de89214}" } New-MgServicePrincipalAppRoleAssignment -ServicePrincipalId '{ObjectId}' -BodyParameter $bodyParam 3. Store the ChatGPT Enterprise API Key in Key Vault The steps for setting up Key vault integration for Data Map can be found here Create and manage credentials for scans in the Microsoft Purview Data Map | Microsoft Learn When setup you will see something like this in Key vault. 4. Integrate ChatGPT Enterprise Workspace to Purview: Create a new data source in Purview Data Map that connects to the ChatGPT Enterprise workspace. Go to purview.microsoft.com and select Data Map, search if you do not see it on the first screen. Select Data sources Select Register Search for ChatGPT Enterprise and select Provide your ChatGPT Enterprise ID Create the first scan by selecting Table view and filter on ChatGPT Add your key vault credentials to the scan Test the connection and once complete click continue When you click continue the following screen will show up, if everything is ok click Save and run. Validate the progress by clicking on the name, completion of the first full scan may take an extended period of time. Depending on size it may take more than 24h to complete. If you click on the scan name you expand to all the runs for that scan. When the scan completes you can start to make use of the DSPM for AI experience to review interactions with ChatGPT Enterprise. The mapping to the users is based on the ChatGPT Enterprise connection to Entra, with prompts and responses stored in the user's mailbox. 5. Review and Monitor Data: Please see this article for required permissions and guidance around Microsoft Purview Data Security Posture Management (DSPM) for AI, Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Use Purview DSPM for AI analytics and Activity Explorer to review interactions and classifications. You can expand on prompts and responses in ChatGPT Enterprise 6. Microsoft Purview Communication Compliance Communication Compliance (here after CC) is a feature of Microsoft Purview that allows you to monitor and detect inappropriate or risky interactions with ChatGPT Enterprise. You can monitor and detect requests and responses that are inappropriate based on ML models, regular Sensitive Information Types, and other classifiers in Purview. This can help you identify Jailbreak and Prompt injection attacks and flag them to IRM and for case management. Detailed steps to configure CC policies and supported configurations can be found here. 7. Microsoft Purview Insider Risk Management We believe that Microsoft Purview Insider Risk Management (here after IRM) can serve a key role in protecting your AI workloads long term. With its adaptive protection capabilities, IRM dynamically adjusts user access based on evolving risk levels. In the event of heightened risk, IRM can enforce Data Loss Prevention (DLP) policies on sensitive content, apply tailored Entra Conditional Access policies, and initiate other necessary actions to effectively mitigate potential risks. This strategic approach will help you to apply more stringent policies where it matters avoiding a boil the ocean approach to allow your team to get started using AI. To get started use the signals that are available to you including CC signals to raise IRM tickets and enforce adaptive protection. You should create your own custom IRM policy for this. Do include Defender signals as well. Based on elevated risk you may select to block users from accessing certain assets such as ChatGPT Enterprise. Please see this article for more detail Block access for users with elevated insider risk - Microsoft Entra ID | Microsoft Learn. 8. eDiscovery eDiscovery of AI interactions is crucial for legal compliance, transparency, accountability, risk management, and data privacy protection. Many industries must preserve and discover electronic communications and interactions to meet regulatory requirements. Including AI interactions in eDiscovery ensures organizations comply with these obligations and preserves relevant evidence for litigation. This process also helps maintain trust by enabling the review of AI decisions and actions, demonstrating due diligence to regulators. Microsoft Purview eDiscovery solutions | Microsoft Learn 9. Data Lifecycle Management Microsoft Purview offers robust solutions to manage AI data from creation to deletion, including classification, retention, and secure disposal. This ensures that AI interactions are preserved and retrievable for audits, litigation, and compliance purposes. Please see this article for more information Automatically retain or delete content by using retention policies | Microsoft Learn. Closing By following these steps, organizations can leverage the full potential of Microsoft Purview to enhance the security and compliance of their ChatGPT Enterprise interactions. This integration not only provides peace of mind but also empowers organizations to manage their data more effectively. We are still in preview some of the features listed are not fully integrated, please reach out to us if you have any questions or if you have additional requirements.Using Copilot in Fabric with Confidence: Data Security, Compliance & Governance with DSPM for AI
Introduction As organizations embrace AI to drive innovation and productivity, ensuring data security, compliance, and governance becomes paramount. Copilot in Microsoft Fabric offers powerful AI-driven insights. But without proper oversight, users can misuse copilot to expose sensitive data or violate regulatory requirements. Enter Microsoft Purview’s Data Security Posture Management (DSPM) for AI—a unified solution that empowers enterprises to monitor, protect, and govern AI interactions across Microsoft and third-party platforms. We are excited to announce the general availability of Microsoft Purview capabilities for Copilot in Fabric, starting with Copilot in Power BI. This blog explores how Purview DSPM for AI integrates with Copilot in Fabric to deliver robust data protection and governance and provides a step-by-step guide to enable this integration. Capabilities of Purview DSPM for AI As organizations adopt AI, implementing data controls and Zero Trust approach is crucial to mitigate risks like data oversharing and leakage, and potential non-compliant usage in AI. We are excited to announce Microsoft Purview capabilities for Copilot in Fabric, starting with Copilot for Power BI, By combining Microsoft Purview and Copilot for Power BI, users can: Discover data risks such as sensitive data in user prompts and responses in Activity Explorer and receive recommended actions in their Microsoft Purview DSPM for AI Reports to reduce these risks. DSPM for AI Activity Explorer DSPM for AI Reports If you find Copilot in Fabric actions in DSPM for AI Activity Explorer or reports to be potentially inappropriate or malicious, you can look for further information in Insider Risk Management (IRM), through an eDiscovery case, Communication Compliance (CC), or Data Lifecycle Management (DLM). Identify risky AI usage with Microsoft Purview Insider Risk Management to investigate risky AI usage, such as an inadvertent user who has neglected security best practices and shared sensitive data in AI. Govern AI usage with Microsoft Purview Audit, Microsoft Purview eDiscovery, retention policies, and non-compliant or unethical AI usage detection with Purview Communication Compliance. Purview Audit provides a detailed log of user and admin activity within Copilot in Fabric, enabling organizations to track access, monitor usage patterns, and support forensic investigations. Purview eDiscovery enables legal and investigative teams to identify, collect, and review Copilot in Fabric interactions as part of case workflows, supporting defensible investigations Communication Compliance helps detect potential policy violations or risky behavior in administrator interactions, enabling proactive monitoring and remediation for Copilot in Fabric Data Lifecycle Management allows teams to automate the retention, deletion, and classification of Copilot in Fabric data—reducing storage costs and minimizing risk from outdated or unnecessary information Steps to Enable the Integration To use DSPM for AI from the Microsoft Purview portal, you must have the following prerequisites, Activate Purview Audit which requires user to have the role of Entra Compliance Admin or Entra Global admin to enable Purview Audit. More details on DSPM pre-requisites can be found here, Considerations for deploying Microsoft Purview Data Security Posture Management (DSPM) for AI | Microsoft Learn To enable Purview DSPM for AI for Copilot for Power BI, Step 1: Enable DSPM for AI Policies Navigate to Microsoft Purview DSPM for AI. Enable the one-click policy: “DSPM for AI – Capture interactions for Copilot experiences”. Optionally enable additional policies: Detect risky AI usage Detect unethical behavior in AI apps These policies can be configured in the Microsoft Purview DSPM for AI portal and tailored to your organization’s risk profile. Step 2: Monitor and Act Use DSPM for AI Reports and Activity Explorer to monitor AI interactions. Apply IRM, DLM, CC and eDiscovery actions as needed. Purview Roles and Permissions Needed by Users To manage and operate DSPM for AI effectively, assign the following roles: Role Responsibilities Purview Compliance Administrator Full access to configure policies and DSPM for AI setup Purview Security Reader View reports, dashboards, policies and AI Activity Content Explorer Content Viewer Additional Permission to view the actual prompts and responses on top of the above permissions More details on Purview DSPM for AI Roles & permissions can be found here, Permissions for Microsoft Purview Data Security Posture Management for AI | Microsoft Learn Purview Costs Microsoft Purview now offers a combination of entitlement-based (per-user-per-month) and Pay-As-You-Go (PAYG) pricing models. The PAYG model applies to a broader set of Purview capabilities—including Insider Risk Management, Communication Compliance, eDiscovery, and other data security and governance solutions—based on copilot for Power BI usage volume or complexity. Purview Audit logging of Copilot for Power BI activity remains included at no additional cost as part of Microsoft 365 E5 licensing. This flexible pricing structure ensures that organizations only pay for what they use as data flows through AI models, networks, and applications. For further details, please refer to this blog: New Purview pricing options for protecting AI apps and agents | Microsoft Community Hub Conclusion Microsoft Purview DSPM for AI is a game-changer for organizations looking to adopt AI responsibly. By integrating with Copilot in Fabric, it provides a comprehensive framework to discover, protect, and govern AI interactions—ensuring compliance, reducing risk, and enabling secure innovation. Whether you're a Fabric Admin, compliance admin or security admin, enabling this integration is a strategic step toward building a secure, AI-ready enterprise. Additional resources Use Microsoft Purview to manage data security & compliance for Microsoft Copilot in Fabric | Microsoft Learn How to deploy Microsoft Purview DSPM for AI to secure your AI apps Learn how Microsoft Purview Data Security Posture Management (DSPM) for AI provides data security and compliance protections for Copilots and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview Data Security Posture Management (DSPM) for AI | Microsoft Learn Learn about Microsoft Purview billing models | Microsoft LearnSecure and govern AI apps and agents with Microsoft Purview
The Microsoft Purview family is here to help you secure and govern data across third party IaaS and Saas, multi-platform data environment, while helping you meet compliance requirements you may be subject to. Purview brings simplicity with a comprehensive set of solutions built on a platform of shared capabilities, that helps keep your most important asset, data, safe. With the introduction of AI technology, Purview also expanded its data coverage to include discovering, protecting, and governing the interactions of AI apps and agents, such as Microsoft Copilots like Microsoft 365 Copilot and Security Copilot, Enterprise built AI apps like Chat GPT enterprise, and other consumer AI apps like DeepSeek, accessed through the browser. To help you view, investigate interactions with all those AI apps, and to create and manage policies to secure and govern them in one centralized place, we have launched Purview Data Security Posture Management (DSPM) for AI. You can learn more about DSPM for AI here with short video walkthroughs: Learn how Microsoft Purview Data Security Posture Management (DSPM) for AI provides data security and compliance protections for Copilots and other generative AI apps | Microsoft Learn Purview capabilities for AI apps and agents To understand our current set of capabilities within Purview to discover, protect, and govern various AI apps and agents, please refer to our Learn doc here: Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Here is a quick reference guide for the capabilities available today: Note that currently, DLP for Copilot and adhering to sensitivity label are currently designed to protect content in Microsoft 365. Thus, Security Copilot and Coplot in Fabric, along with Copilot studio custom agents that do not use Microsoft 365 as a content source, do not have these features available. Please see list of AI sites supported by Microsoft Purview DSPM for AI here Conclusion Microsoft Purview can help you discover, protect, and govern the prompts and responses from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps through its data security and data compliance solutions, while allowing you to view, investigate, and manage interactions in one centralized place in DSPM for AI. Follow up reading Check out the deployment guides for DSPM for AI How to deploy DSPM for AI - https://aka.ms/DSPMforAI/deploy How to use DSPM for AI data risk assessment to address oversharing - https://aka.ms/dspmforai/oversharing Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing Explore the Purview SDK Microsoft Purview SDK Public Preview | Microsoft Community Hub (blog) Microsoft Purview documentation - purview-sdk | Microsoft Learn Build secure and compliant AI applications with Microsoft Purview (video) References for DSPM for AI Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview AI Hub and data security and compliance protections for Microsoft 365 Copilot and Microsoft Copilot | Microsoft Learn Block Users From Sharing Sensitive Information to Unmanaged AI Apps Via Edge on Managed Devices (preview) | Microsoft Learn as part of Scenario 7 of Create and deploy a data loss prevention policy | Microsoft Learn Commonly used properties in Copilot audit logs - Audit logs for Copilot and AI activities | Microsoft Learn Supported AI sites by Microsoft Purview for data security and compliance protections | Microsoft Learn Where Copilot usage data is stored and how you can audit it - Microsoft 365 Copilot data protection and auditing architecture | Microsoft Learn Downloadable whitepaper: Data Security for AI Adoption | Microsoft Explore the roadmap for DSPM for AI Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365PMPurMicrosoft Purview Powering Data Security and Compliance for Security Copilot
Microsoft Purview provides Security and Compliance teams with extensive visibility into admin actions within Security Copilot. It offers tools for enriched users and data insights to identify, review, and manage Security Copilot interaction data in DSPM for AI. Data security and compliance administrators can also utilize Purview’s capabilities for data lifecycle management and information protection, advanced retention, eDiscovery, and more. These features support detailed investigations into logs to demonstrate compliance within the Copilot tenant. Prerequisites Please refer to the prerequisites for Security Copilot and DSPM for AI in the Microsoft Learn Docs. Key Capabilities and Features Heightened Context and Clarity As organizations adopt AI, implementing data controls and a Zero Trust approach is essential to mitigate risks like data oversharing, leakage, and non-compliant usage. Microsoft Purview, combined with Data Security Posture Management (DSPM) for AI, empowers security and compliance teams to manage these risks across Security Copilot interactions. With this integration, organizations can: Discover data risks by identifying sensitive information in user prompts and responses. Microsoft Purview surfaces these insights in the DSPM for AI dashboard and recommends actions to reduce exposure. Identify risky AI usage using Microsoft Purview Insider Risk Management to investigate behaviors such as inadvertent sharing of sensitive data or to detect suspicious activity within Security Copilot usage. These capabilities provide heightened visibility into how AI is used across the organization, helping teams proactively address potential risks before they escalate. Compliance and Governance Building on this visibility, organizations can take action using Microsoft Purview’s integrated compliance and governance solutions. Here are some examples of how teams are leveraging these capabilities to govern Security Copilot interactions: Audit provides a detailed log of user and admin activity within Security Copilot, enabling organizations to track access, monitor usage patterns, and support forensic investigations. eDiscovery enables legal and investigative teams to identify, collect, and review Security Copilot interactions as part of case workflows, supporting defensible investigations. Communication Compliance helps detect potential policy violations or risky behavior in administrator interactions, enabling proactive monitoring and remediation. Data Lifecycle Management allows teams to automate the retention, deletion, and classification of Security Copilot data—reducing storage costs and minimizing risk from outdated or unnecessary information. Together, these tools provide a comprehensive governance framework that supports secure, compliant, and responsible AI adoption across the enterprise. Getting Started Enable Purview Audit for Security Copilot Sign into your Copilot tenant at https://securitycopilot.microsoft.com/, and with the Security Administrator permissions, navigate to the Security Copilot owner settings and ensure Audit logging is enabled. Microsoft Purview To start using DSPM for AI and the Microsoft Purview capabilities, please complete the following steps to get set up and then feel free to experiment yourself. Navigate to Purview (Purview.Microsoft.com) and ensure you have adequate permissions to access the different Purview solutions as described here. DSPM for AI Select the DSPM for AI “Solution” option on the left-most navigation. Go to the policies or recommendations tab turn on the following: a. “DSPM for AI – Capture interactions for Copilot Experiences”: Captures prompts and responses for data security posture and regulatory compliance from Security Copilot and other Copilot experiences. b. “Detect Risky AI Usage”: Helps to calculate user risk by detecting risky prompts and responses in Copilot experiences. c. “Detect unethical behavior in AI apps”: Detects sensitive info and inappropriate use of AI in prompts and responses in Copilot experiences. To begin reviewing Security Copilot usage within your organization and identifying interactions that contain sensitive information, select Reports from the left navigation panel. a. The "Sensitive interactions per AI app" report shows the most common sensitive information types used in Security Copilot interactions and their frequency. For instance, this tenant has a significant amount of IT and IP Address information within these interactions. Therefore, it is important to ensure that all sensitive information used in Security Copilot interactions is utilized for legitimate workplace purposes and does not involve any malicious or non-compliant use of Security Copilot. b. “Top unethical AI interactions” will show an overview of any potentially unsafe or inappropriate interactions with AI apps. In this case, Security Copilot only has seven potentially unsafe interactions that included unauthorized disclosure and regulatory collusion. c. “Insider risk severity per AI app” shows the number of high risk, medium risk, low risk and no risk users that are interacting with Security Copilot. In this tenant, there are about 1.9K Security Copilot users, but very few of them have an insider risk concern. d. To check the interaction details of this potentially risky activity, head over to Activity Explorer for more information. 5. In Activity Explorer, you should filter the App to Security Copilot. You will also have the option to filter based on the user risk level and sensitive information type. To identify the highest risk behaviors, filter for users with a medium to high risk level or those associated with the most sensitive information types. a. Once you have filtered, you can start looking through the activity details for more information like the user details, the sensitive information types, the prompt and response data, and more. b. Based on the details shown, you may decide to investigate the activity and the user further. To do so, we have data security investigation and governance tools. Data Security Investigations and Governance If you find Security Copilot actions in DSPM for AI Activity Explorer to be potentially inappropriate or malicious, you can look for further information in Insider Risk Management (IRM), through an eDiscovery case, Communication Compliance (CC), or Data Lifecycle Management (DLM). Insider Risk Management By enabling the quick policy in DSPM for AI to monitor risky Copilot usage, alerts will start appearing in IRM. Customize this policy based on your organization's risk tolerance by adjusting triggering events, thresholds, and indicators for detected activity. Examine the alerts associated with the "DSPM for AI – Detect risky AI usage" policy, potentially sorting them by severity from high to low. For these alerts, you will find a User Activity scatter plot that provides insights into the activities preceding and following the user's engagement with a risky prompt in Security Copilot. This assists the Data Security administrator in understanding the necessary triage actions for this user/alert. After thoroughly investigating these details and determining whether the activity was malicious or an inadvertent insider risk, appropriate actions can be taken, including issuing a user warning, resolving the case, sharing the case with an email recipient, or escalating the case to eDiscovery for further investigation. eDiscovery To identify, review and manage your Security Copilot logs to support your investigations, use the eDiscovery tool. Here are the steps to take in eDiscovery: a. Create an eDiscovery Case b. Create a new search c. In Search, go to condition builder and select Add conditions -> KeyQL d. Enter the query as: - KQL Equal (ItemClass=IPM.SkypeTeams.Message.Copilot.Security.SecurityCopilot) e. Run the query f. Once completed, add the search to a review set (Button at the top) g. In the review set, view details of the Security Copilot conversation Communication Compliance In Communication Compliance, like IRM, you can investigate details around the Security Copilot interactions. Specifically, in CC, you can determine if these interactions contained non-compliant usage of Security Copilot or inappropriate text. After identifying the sentiment of the Security Copilot communication, you can take action by resolving the alert, sending a warning notice to the user, escalating the alert to a reviewer, or escalating the alert for investigation, which will create a new eDiscovery case. Data Lifecycle Management For regulatory compliance or investigation purposes, navigate to Data Lifecycle Management to create a new retention policy for Security Copilot activities. a. Provide a friendly name for the retention policy and select Next b. Skip Policy Scope section for this validation c. Select “Static” type of retention policy and select Next d. Choose “Microsoft Copilot Experiences” to apply retention policy to Security Copilot interactions Billing Model Microsoft Purview audit logging of Security Copilot activity remains included at no additional cost as part of Microsoft 365 E5 licensing. However, Microsoft Purview now offers a combination of entitlement-based (per-user-per-month) and Pay-As-You-Go (PAYG) pricing models. The PAYG model applies to a broader set of Purview capabilities—including Insider Risk Management, Communication Compliance, eDiscovery, and other data security and governance solutions—based on usage volume or complexity. This flexible pricing structure ensures that organizations only pay for what they use as data flows through AI models, networks, and applications. For further details, please refer to this Microsoft Security Community Blog: New Purview pricing options for protecting AI apps and agents | Microsoft Community Hub Looking Ahead By following these steps, organizations can leverage the full potential of Microsoft Purview to enhance the security and compliance of their Security Copilot interactions. This integration not only provides peace of mind but also empowers organizations to manage their data more effectively. Please reach out to us if you have any questions or additional requirements. Additional Resources Use Microsoft Purview to manage data security & compliance for Microsoft Security Copilot | Microsoft Learn How to deploy Microsoft Purview DSPM for AI to secure your AI apps Learn how Microsoft Purview Data Security Posture Management (DSPM) for AI provides data security and compliance protections for Copilots and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview Data Security Posture Management (DSPM) for AI | Microsoft Learn Learn about Microsoft Purview billing models | Microsoft LearnHow 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.How to deploy Microsoft Purview DSPM for AI to secure your AI apps
Microsoft Purview Data Security Posture Management (DSPM for AI) is designed to enhance data security for the following AI applications: Microsoft Copilot experiences, including Microsoft 365 Copilot. Enterprise AI apps, including ChatGPT enterprise integration. Other AI apps, including all other AI applications like ChatGPT consumer, Microsoft Copilot, DeepSeek, and Google Gemini, accessed through the browser. In this blog, we will dive into the different policies and reporting we have to discover, protect and govern these three types of AI applications. Prerequisites Please refer to the prerequisites for DSPM for AI in the Microsoft Learn Docs. Login to the Purview portal To begin, start by logging into Microsoft 365 Purview portal with your admin credentials: In the Microsoft Purview portal, go to the Home page. Find DSPM for AI under solutions. 1. Securing Microsoft 365 Copilot Be sure to check out our blog on How to use the DSPM for AI data assessment report to help you address oversharing concerns when you deploy Microsoft 365 Copilot. Discover potential data security risks in Microsoft 365 Copilot interactions In the Overview tab of DSPM for AI, start with the tasks in “Get Started” and Activate Purview Audit if you have not yet activated it in your tenant to get insights into user interactions with Microsoft Copilot experiences In the Recommendations tab, review the recommendations that are under “Not Started”. Create the following data discovery policy to discover sensitive information in AI interactions by clicking into it. Detect risky interactions in AI apps - This public preview Purview Insider Risk Management policy helps calculate user risk by detecting risky prompts and responses in Microsoft 365 Copilot experiences. Click here to learn more about Risky AI usage policy. With the policies to discover sensitive information in Microsoft Copilot experiences in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter to Microsoft Copilot Experiences, and review the following for Microsoft Copilot experiences: Total interactions over time (Microsoft Copilot) Sensitive interactions per AI app Top unethical AI interactions Top sensitivity labels references in Microsoft 365 Copilot Insider Risk severity Insider risk severity per AI app Potential risky AI usage Protect sensitive data in Microsoft 365 Copilot interactions From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities from Microsoft Copilot experiences based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. Then drill down to each activity to view details including the capability to view prompts and response with the right permissions. To protect the sensitive data in interactions for Microsoft 365 Copilot, review the Not Started policies in the Recommendations tab and create these policies: Information Protection Policy for Sensitivity Labels - This option creates default sensitivity labels and sensitivity label policies. If you've already configured sensitivity labels and their policies, this configuration is skipped. Protect sensitive data referenced in Microsoft 365 Copilot - This guides you through the process of creating a Purview Data Loss Prevention (DLP) policy to restrict the processing of content with specific sensitivity labels in Copilot interactions. Click here to learn more about Data Loss Prevention for Microsoft 365 Copilot. Protect sensitive data referenced in Copilot responses - Sensitivity labels help protect files by controlling user access to data. Microsoft 365 Copilot honors sensitivity labels on files and only shows users files they already have access to in prompts and responses. Use Data assessments to identify potential oversharing risks, including unlabeled files. Stay tuned for an upcoming blog post on using DSPM for AI data assessments! Use Copilot to improve your data security posture - Data Security Posture Management combines deep insights with Security Copilot capabilities to help you identify and address security risks in your org. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Govern the prompts and responses in Microsoft 365 Copilot interactions Understand and comply with AI regulations by selecting “Guided assistance to AI regulations” in the Recommendations tab and walking through the “Actions to take”. From the Recommendations tab, create a Control unethical behavior in AI Purview Communications Compliance policy to detect sensitive information in prompts and responses and address potentially unethical behavior in Microsoft Copilot experiences and ChatGPT for Enterprise. This policy covers all users and groups in your organization. To retain and/or delete Microsoft 365 Copilot prompts and responses, setup a Data Lifecycle policy by navigating to Microsoft Purview Data Lifecycle Management and find Retention Policies under the Policies header. You can also preserve, collect, analyze, review, and export Microsoft 365 Copilot interactions by creating an eDiscovery case. 2. Securing Enterprise AI apps Please refer to this amazing blog on Unlocking the Power of Microsoft Purview for ChatGPT Enterprise | Microsoft Community Hub for detailed information on how to integrate with ChatGPT for enterprise, the Purview solutions it currently supports through Purview Communication Compliance, Insider Risk Management, eDiscovery, and Data Lifecycle Management. Learn more about the feature also through our public documentation. 3. Securing other AI Microsoft Purview DSPM for AI currently supports the following list of AI sites. Be sure to also check out our blog on the new Microsoft Purview data security controls for the browser & network to secure other AI apps. Discover potential data security risks in prompts sent to other AI apps In the Overview tab of DSPM for AI, go through these three steps in “Get Started” to discover potential data security risk in other AI interactions: Install Microsoft Purview browser extension For Windows users: The Purview extension is not necessary for the enforcement of data loss prevention on the Edge browser but required for Chrome to detect sensitive info pasted or uploaded to AI sites. The extension is also required to detect browsing to other AI sites through an Insider Risk Management policy for both Edge and Chrome browser. Therefore, Purview browser extension is required for both Edge and Chrome in Windows. For MacOS users: The Purview extension is not necessary for the enforcement of data loss prevention on macOS devices, and currently, browsing to other AI sites through Purview Insider Risk Management is not supported on MacOS, therefore, no Purview browser extension is required for MacOS. Extend your insights for data discovery – this one-click collection policy will setup three separate Purview detection policies for other AI apps: Detect sensitive info shared in AI prompts in Edge – a Purview collection policy that detects prompts sent to ChatGPT consumer, Micrsoft Copilot, DeepSeek, and Google Gemini in Microsoft Edge and discovers sensitive information shared in prompt contents. This policy covers all users and groups in your organization in audit mode only. Detect when users visit AI sites – a Purview Insider Risk Management policy that detects when users use a browser to visit AI sites. Detect sensitive info pasted or uploaded to AI sites – a Purview Endpoint Data loss prevention (eDLP) policy that discovers sensitive content pasted or uploaded in Microsoft Edge, Chrome, and Firefox to AI sites. This policy covers all users and groups in your org in audit mode only. With the policies to discover sensitive information in other AI apps in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter by Other AI Apps, and review the following for other AI apps: Total interactions over time (other AI apps) Total visits (other AI apps) Sensitive interactions per AI app Insider Risk severity Insider risk severity per AI app Protect sensitive info shared with other AI apps From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. To protect the sensitive data in interactions for other AI apps, review the Not Started policies in the Recommendations tab and create these policies: Fortify your data security – This will create three policies to manage your data security risks with other AI apps: 1) Block elevated risk users from pasting or uploading sensitive info on AI sites – this will create a Microsoft Purview endpoint data loss prevention (eDLP) policy that uses adaptive protection to give a warn-with-override to elevated risk users attempting to paste or upload sensitive information to other AI apps in Edge, Chrome, and Firefox. This policy covers all users and groups in your org in test mode. Learn more about adaptive protection in Data loss prevention. 2) Block elevated risk users from submitting prompts to AI apps in Microsoft Edge – this will create a Microsoft Purview browser data loss prevention (DLP) policy, and using adaptive protection, this policy will block elevated, moderate, and minor risk users attempting to put information in other AI apps using Microsoft Edge. This integration is built-in to Microsoft Edge. Learn more about adaptive protection in Data loss prevention. 3) Block sensitive info from being sent to AI apps in Microsoft Edge - this will create a Microsoft Purview browser data loss prevention (DLP) policy to detect inline for a selection of common sensitive information types and blocks prompts being sent to AI apps while using Microsoft Edge. This integration is built-in to Microsoft Edge. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Conclusion Microsoft Purview DSPM for AI can help you discover, protect, and govern the interactions from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps. We recommend you review the Reports in DSPM for AI routinely to discover any new interactions that may be of concern, and to create policies to secure and govern those interactions as necessary. We also recommend you utilize the Activity Explorer in DSPM for AI to review different Activity explorer events while users interacting with AI, including the capability to view prompts and response with the right permissions. We will continue to update this blog with new features that become available in DSPM for AI, so be sure to bookmark this page! Follow-up Reading Check out this blog on the details of each recommended policies in DSPM for AI: Microsoft Purview – Data Security Posture Management (DSPM) for AI | Microsoft Community Hub Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview AI Hub and data security and compliance protections for Microsoft 365 Copilot and Microsoft Copilot | Microsoft Learn Commonly used properties in Copilot audit logs - Audit logs for Copilot and AI activities | Microsoft Learn Supported AI sites by Microsoft Purview for data security and compliance protections | Microsoft Learn Where Copilot usage data is stored and how you can audit it - Microsoft 365 Copilot data protection and auditing architecture | Microsoft Learn Downloadable whitepaper: Data Security for AI Adoption | Microsoft Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365Rethinking Data Security and Governance in the Era of AI
The era of AI is reshaping industries, enabling unprecedented innovations, and presenting new opportunities for organizations worldwide. But as organizations accelerate AI adoption, many are focused on a growing concern: their current data security and governance practices are not effectively built for the fast-paced AI innovation and ever-evolving regulatory landscape. At Microsoft, we recognize the critical need for an integrated approach to address these risks. In our latest findings, Top 3 Challenges in Securing and Governing Data for the Era of AI, we uncovered critical gaps in how organizations manage data risk. The findings exemplify the current challenges: 91% of leaders are not prepared to manage risks posed by AI 1 and 85% feel unprepared to comply with AI regulations 2 . These gaps not only increase non-compliance but also put innovation at risk. Microsoft Purview has the tools to tackle these challenges head on, helping organizations move to an approach that protects data, meets compliance regulations, and enables trusted AI transformation. We invite you to take this opportunity to evaluate your current practices, platforms, and responsibilities, and to understand how to best secure and govern your organization for growing data risks in the era of AI. Platform fragmentation continues to weaken security outcomes Organizations often rely on fragmented tools across security, compliance, and data teams, leading to a lack of unified visibility and insufficient data hygiene. Our findings reveal the effects of fragmented platforms, leading to duplicated data, inconsistent classification, redundant alerts, and siloed investigations, which ultimately is causing data exposure incidents related to AI to be on the rise 3 . Microsoft Purview offers centralized visibility across your organization’s data estate. This allows teams to break down silos, streamline workflows, and mitigate data leakage and oversharing. With Microsoft Purview, capabilities like data health management and data security posture management are designed to enhance collaboration and deliver enriched insights across your organization to help further protect your data and mitigate risks faster. Microsoft Purview offers the following: Unified insights across your data estate, breaking down silos between security, compliance, and data teams. Microsoft Purview Data Security Posture Management (DSPM) for AI helps organizations gain unified visibility into GenAI usage across users, data, and apps to address the heightened risk of sensitive data exposure from AI. Built-in capabilities like classification, labeling, data loss prevention, and insider risk insights in one platform. In addition, newly launched solutions like Microsoft Purview Data Security Investigations accelerate investigations with AI-powered deep content analysis, which helps data security teams quickly identify and mitigate sensitive data and security risks within impacted data. Organizations like Kern County historically relied on many fragmented systems but adopted Microsoft Purview to unify their organization’s approach to data protection in preparation for increasing risks associated with deploying GenAI. “We have reduced risk exposure, [Microsoft] Purview helped us go from reaction to readiness. We are catching issues proactively instead of retroactively scrambling to contain them.” – Aaron Nance, Deputy Chief Information Security Officer, Kern County Evolving regulations require continuous compliance AI-driven innovation is creating a surge in regulations, resulting in over 200 daily updates across more than 900 regulatory agencies 4 , as highlighted in our research. Compliance has become increasingly difficult, with organizations struggling to avoid fines and comply with varying requirements across regions. To navigate these challenges effectively, security leaders’ responsibilities are expanding to include oversight across governance and compliance, including oversight of traditional data catalog and governance solutions led by the central data office. Leaders also cite the need for regulation and audit readiness. Microsoft Purview enables compliance and governance by: Streamlining compliance with Microsoft Purview Compliance Manager templates, step-by-step guidance, and insights for region and industry-specific regulations, including GDPR, HIPAA, and AI-specific regulation like the EU AI Act. Supporting legal matters such as forensic and internal investigations with audit trail records in Microsoft Purview eDiscovery and Audit. Activating and governing data for trustworthy analytics and AI with Microsoft Purview Unified Catalog, which enables visibility across your data estate and data confidence via data quality, data lineage, and curation capabilities for federated governance. Microsoft Purview’s suite of capabilities provides visibility and accountability, enabling security leaders to meet stringent compliance demands while advancing AI initiatives with confidence. Organizations need a unified approach to secure and govern data Organizations are calling for an integrated platform to address data security, governance, and compliance collectively. Our research shows that 95% of leaders agree that unifying teams and tools is a top priority 5 and 90% plan to adopt a unified solution to mitigate data related risks and maximize impact 6 . Integration isn't just about convenience, it’s about enabling innovation with trusted data protection. Microsoft Purview enables a shared responsibility model, allowing individual business units to own their data while giving central teams oversight and policy control. As organizations adopt a unified platform approach, our findings reveal the upside potential not only being reduced risk but also cost savings. With AI-powered copilots such as Security Copilot in Microsoft Purview, data protection tasks are simplified with natural-language guidance, especially for under resourced teams. Accelerating AI transformation with Microsoft Purview Microsoft Purview helps security, compliance, and governance teams navigate the complexities of AI innovation while implementing effective data protection and governance strategies. Microsoft partner EY highlights the results they are seeing: “We are seeing 25%–30% time savings when we build secure features using [Microsoft] Purview SDK. What was once fragmented is now centralized. With [Microsoft] Purview, everything comes together on one platform, giving a unified foundation to innovate and move forward with confidence.” – Prashant Garg, Partner of Data and AI, EY We invite you to explore how you can propel your organization toward a more secure future by reading the full research paper at https://aka.ms/SecureAndGovernPaper. Visit our website to learn more about Microsoft Purview. 1 Forbes, Only 9% Of Surveyed Companies Are Ready To Manage Risks Posed By AI, 2023 2 SAP LeanIX, AI Survey Results, 2024 3 Microsoft, Data Security Index Report, 2024 4 Forbes, Cost of Compliance, Thomson Reuters, 2021 5 Microsoft, Audience Research, 2024 6 Microsoft, Customer Requirements Research, 2024Enterprise-grade controls for AI apps and agents built with Azure AI Foundry and Copilot Studio
AI innovation is moving faster than ever, and more AI projects are moving beyond experimentation into deployment, to drive tangible business impact. As organizations accelerate innovation with custom AI applications and agents, new risks emerge across the software development lifecycle and AI stack related to data oversharing and leaks, new vulnerabilities and threats, and non-compliance with stringent regulatory requirements Through 2025, poisoning of software supply chains and infrastructure technology stacks will constitute more than 70% of malicious attacks against AI used in the enterprise 1 , highlighting potential threats that originate early in development. Today, the average cost of a data breach is $4.88 million, but when security issues are caught early in the development process, that number drops dramatically to just $80 per incident 2 . The message is very clear; security can’t be an afterthought anymore. It must be a team sport across the organization, embedded from the start and throughout the development lifecycle. That's why developers and security teams should align on processes and tools that bring security into every stage of the AI development lifecycle and give security practitioners visibility into and the ability to mitigate risks. To address these growing challenges and help customers secure and govern their AI workloads across development and security teams, we are: Enabling Azure AI Foundry and Microsoft Copilot Studio to provide best-in-class foundational capabilities to secure and govern AI workloads Deeply integrating and embedding industry-leading capabilities from Microsoft Purview, Microsoft Defender, and Microsoft Entra into Azure AI Foundry and Microsoft Copilot Studio This week, 3,000 developers are gathering in Seattle for the annual Microsoft Build conference, with many more tuning in online, to learn practical skills for accelerating their AI apps and agents' innovation. To support their AI innovation journey, today we are excited to announce several new capabilities to help developers and organizations secure and govern AI apps and agents. New Azure AI Foundry foundational capabilities to secure and govern AI workloads Azure AI Foundry enhancements for AI security and safety With 70,000 customers, 100 trillion tokens processed this quarter, and 2 billion enterprise search queries each day, Azure AI Foundry has grown beyond just an application layer—it's now a comprehensive platform for building agents that can plan, take action, and continuously learn to drive real business outcomes. To help organizations build and deploy AI with confidence, we’re introducing new security and safety capabilities and insights for developers in Azure AI Foundry Introducing Spotlighting to detect and block prompt injection attacks in real time As AI systems increasingly rely on external data sources, a new class of threats has emerged. Indirect prompt injection attacks embed hidden instructions in documents, emails, and web content, tricking models into taking unauthorized actions without any direct user input. These attacks are difficult to detect and hard to prevent using traditional filters alone. To address this, Azure AI Content Safety is introducing Spotlighting, now available in preview. Spotlighting strengthens the Prompt Shields guardrail by improving its ability to detect and handle potential indirect prompt injections, where hidden adversarial instructions are embedded in external content. This new capability helps prevent the model from inadvertently acting on malicious prompts that are not directly visible to the user. Enable Spotlighting in Azure AI Content Safety to detect potential indirect prompt injection attacks New capabilities for task adherence evaluation and task adherence mitigation to ensure agents remain within scope As developers build more capable agents, organizations face growing pressure to help confirm those agents act within defined instructions and policy boundaries. Even small deviations can lead to tool misuse, broken workflows, or risks like unintended exposure of sensitive data. To solve this, Azure AI Foundry now includes task adherence for agents, now in preview and powered by two components: a real-time evaluation and a new control within Azure AI Content Safety. At the core is a real-time task adherence evaluation API, part of Azure AI Content Safety. This API assesses whether an agent’s behavior is aligned with its assigned task by analyzing the user’s query, system instructions, planned tool calls, and the agent’s response. The evaluation framework is built on Microsoft’s Agent Evaluators, which measure intent resolution, tool selection accuracy, completeness of response, and overall alignment to the original request. Developers can run this scoring logic locally using the Task Adherence Evaluator in the Azure AI Evaluation SDK, with a five-point scale that ranges from fully nonadherent to fully adherent. This gives teams a flexible and transparent way to inspect task-level behavior before it causes downstream issues. Task adherence is enforced through a new control in Azure AI Content Safety. If an agent goes off-task, the control can block tool use, pause execution, or trigger human review. In Azure AI Agent Service, it is available as an opt-in feature and runs automatically. Combined with real-time evaluation, this control helps to ensure that agents stay on task, follow instructions, and operate according to enterprise policies. Learn more about Prompt Shields in Azure AI Content Safety. Azure AI Foundry continuous evaluation and monitoring of agentic systems Maintaining high performance and compliance for AI agents after deployment is a growing challenge. Without ongoing oversight, issues like performance degradation, safety risks, or unintentional misuse of resources can slip through unnoticed. To address this, Azure AI Foundry introduces continuous evaluation and monitoring of agentic systems, now in preview, provides a single pane of glass dashboard to track key metrics such as performance, quality, safety, and resource usage in real time. Continuous evaluation runs quality and safety evaluations at a sampled rate of production usage with results made available in the Azure AI Foundry Monitoring dashboard and published to Application Insights. Developers can set alerts to detect drift or regressions and use Azure Monitor to gain full-stack visibility into their AI systems. For example, an organization using an AI agent to assist with customer-facing tasks can monitor groundedness and detect a decline in quality when the agent begins referencing irrelevant information, helping teams to act before it potentially negatively affects trust of users. Azure AI Foundry evaluation integrations with Microsoft Purview Compliance Manager, Credo AI, and Saidot for streamlined compliance AI regulations and standards introduce new requirements for transparency, documentation, and risk management for high-risk AI systems. As developers build AI applications and agents, they may need guidance and tools to help them evaluate risks based on these requirements and seamlessly share control and evaluation insights with compliance and risk teams. Today, we are announcing previews for Azure AI Foundry evaluation tool’s integration with a compliance management solution, Microsoft Purview Compliance Manager, and AI governance solutions, Credo AI and Saidot. These integrations help define risk parameters, run suggested compliance evaluations, and collect evidence for control testing and auditing. For example, for a developer who’s building an AI agent in Europe may be required by their compliance team to complete a Data Protection Impact Assets (DPIA) and Algorithmic Impact Assessment (AIA) to meet internal risk management and technical documentation requirements aligned with emerging AI governance standards and best practices. Based on Purview Compliance Manager’s step-by-step guidance on controls implementation and testing, the compliance teams can evaluate risks such as potential bias, cybersecurity vulnerabilities, or lack of transparency in model behavior. Once the evaluation is conducted in Azure AI Foundry, the developer can obtain a report with documented risk, mitigation, and residual risk for compliance teams to upload to Compliance Manager to support audits and provide evidence to regulators or external stakeholders. Assess controls for Azure AI Foundry against emerging AI governance standards Learn more about Purview Compliance Manager. Learn more about the integration with Credo AI and Saidot in this blogpost. Leading Microsoft Entra, Defender and Purview value extended to Azure AI Foundry and Microsoft Copilot Studio Introducing Microsoft Entra Agent ID to help address agent sprawl and manage agent identity Organizations are rapidly building their own AI agents, leading to agent sprawl and a lack of centralized visibility and management. Security teams often struggle to keep up, unable to see which agents exist and whether they introduce security or compliance risks. Without proper oversight, agent sprawl increases the attack surface and makes it harder to manage these non-human identities. To address this challenge, we’re announcing the public preview of Microsoft Entra Agent ID, a new capability in the Microsoft Entra admin center that gives security admins visibility and control over AI agents built with Copilot Studio and Azure AI Foundry. With Microsoft Entra Agent ID, an agent created through Copilot Studio or Azure AI Foundry is automatically assigned an identity with no additional work required from the developers building them. This is the first step in a broader initiative to manage and protect non-human identities as organizations continue to build AI agents. : Security and identity admins can gain visibility into AI agents built in Copilot Studio and Azure AI Foundry in the Microsoft Entra Admin Center This new capability lays the foundation for more advanced capabilities coming soon to Microsoft Entra. We also know that no one can do it alone. Security has always been a team sport, and that’s especially true as we enter this new era of protecting AI agents and their identities. We’re energized by the momentum across the industry; two weeks ago, we announced support for the Agent-to-Agent (A2A) protocol and began collaborating with partners to shape the future of AI identity workflows. Today, we’re also excited to announce new partnerships with ServiceNow and Workday. As part of this, we’ll integrate Microsoft Entra Agent ID with the ServiceNow AI Platform and the Workday Agent System of Record. This will allow for automated provisioning of identities for future digital employees. Learn more about Microsoft Entra Agent ID. Microsoft Defender security alerts and recommendations now available in Azure AI Foundry As more AI applications are deployed to production, organizations need to predict and prevent potential AI threats with natively integrated security controls backed by industry-leading Gen AI and threat intelligence for AI deployments. Developers need critical signals from security teams to effectively mitigate security risks related to their AI deployments. When these critical signals live in separate systems outside the developer experience, this can create delays in mitigation, leaving opportunities for AI apps and agents to become liabilities and exposing organizations to various threats and compliance violations. Now in preview, Microsoft Defender for Cloud integrates AI security posture management recommendations and runtime threat protection alerts directly into the Azure AI Foundry portal. These capabilities, previously announced as part of the broader Microsoft Defender for Cloud solution, are extended natively into Azure AI Foundry enabling developers to access alerts and recommendations without leaving their workflows. This provides real-time visibility into security risks, misconfigurations, and active threats targeting their AI applications on specific Azure AI projects, without needing to switch tools or wait on security teams to provide details. Security insights from Microsoft Defender for Cloud help developers identify and respond to threats like jailbreak attacks, sensitive data leakage, and misuse of system resources. These insights include: AI security posture recommendations that identify misconfigurations and vulnerabilities in AI services and provide best practices to reduce risk Threat protection alerts for AI services that notify developers of active threats and provide guidance for mitigation, across more than 15 detection types For example, a developer building an AI-powered agent can receive security recommendations suggesting the use of Azure Private Link for Azure AI Services resources. This reduces the risk of data leakage by handling the connectivity between consumers and services over the Azure backbone network. Each recommendation includes actionable remediation steps, helping teams identify and mitigate risks in both pre- and post-deployment phases. This helps to reduce risks without slowing down innovation. : Developers can view security alerts on the Risks + alerts page in Azure AI Foundry : Developers can view recommendations on the Guardrails + controls page in Azure AI Foundry This integration is currently in preview and will be generally available in June 2025 in Azure AI Foundry. Learn more about protecting AI services with Microsoft Defender for Cloud. Microsoft Purview capabilities extended to secure and govern data in custom-built AI apps and agents Data oversharing and leakage are among the top concerns for AI adoption, and central to many regulatory requirements. For organizations to confidently deploy AI applications and agents, both low code and pro code developers need a seamless way to embed security and compliance controls into their AI creations. Without simple, developer-friendly solutions, security gaps can quickly become blockers, delaying deployment and increasing risks as applications move from development to production. Today, Purview is extending its enterprise-grade data security and compliance capabilities, making it easier for both low code and pro code developers to integrate data security and compliance into their AI applications and agents, regardless of which tools or platforms they use. For example, with this update, Microsoft Purview DSPM for AI becomes the one place data security teams can see all the data risk insights across Microsoft Copilots, agents built in Agent Builder and Copilot Studio, and custom AI apps and agents built in Azure AI Foundry and other platforms. Admins can easily drill into security and compliance insights for specific AI apps or agents, making it easier to investigate and take action on potential risks. : Data security admins can now find data security and compliance insights across Microsoft Copilots, agents built with Agent Builder and Copilot Studio, and custom AI apps and agents in Microsoft Purview DSPM for AI In the following sections, we will provide more details about the updates to Purview capabilities in various AI workloads. 1. Microsoft Purview data security and compliance controls can be extended to any custom-built AI application and agent via the new Purview SDK or the native Purview integration with Azure AI Foundry. The new capabilities make it easy and effortless for security teams to bring the same enterprise-grade data security compliance controls available today for Microsoft 365 Copilot to custom AI applications and agents, so organizations can: Discover data security risks, such as sensitive data in user prompts, and data compliance risks, such as harmful content, and get recommended actions to mitigate risks proactively in Microsoft Purview Data Security Posture Management (DSPM) for AI. Protect sensitive data against data leakage and insider risks with Microsoft Purview data security policies. Govern AI interactions with Audit, Data Lifecycle Management, eDiscovery, and Communication Compliance. Microsoft Purview SDK Microsoft Purview now offers Purview SDK, a set of REST APIs, documentation, and code samples, currently in preview, enabling developers to integrate Purview's data security and compliance capabilities into AI applications or agents within any integrated development environment (IDE). : By embedding Purview APIs into the IDE, developers help enable their AI apps to be secured and governed at runtime For example, a developer building an AI agent using an AWS model can use the Purview SDK to enable their AI app to automatically identify and block sensitive data entered by users before it’s exposed to the model, while also providing security teams with valuable signals that support compliance. With Purview SDK, startups, ISVs, and partners can now embed Purview industry-leading capabilities directly into their AI software solutions, making these solutions Purview aware and easier for their customers to secure and govern data in their AI solutions. For example, Infosys Vice President and Delivery Head of Cyber Security Practice, Ashish Adhvaryu indicates, “Infosys Cyber Next platform integrates Microsoft Purview to provide enhanced AI security capabilities. Our solution, the Cyber Next AI assistant (Cyber Advisor) for the SOC analyst, leverages Purview SDK to drive proactive threat mitigation with real-time monitoring and auditing capabilities. This integration provides holistic AI-assisted protection, enhancing cybersecurity posture." Microsoft partner EY (previously known as Ernst and Young) has also leveraged the new Purview SDK to embed Purview value into their GenAI initiatives. “We’re not just building AI tools, we are creating Agentic solutions where trust, security, and transparency are present from the start, supported by the policy controls provided through the Purview SDK. We’re seeing 25 to 30 percent time savings when we build secure features using the Purview SDK,” noted Sumanta Kar, Partner, Innovation and Emerging Tech at EY. Learn more about the Purview SDK. Microsoft Purview integrates natively with Azure AI Foundry Organizations are developing an average of 14 custom AI applications. The rapid pace of AI innovation may leave security teams unaware of potential data security and compliance risks within their environments. With the update announced today, Azure AI Foundry signals are now directly integrated with Purview Data Security Posture Management for AI, Insider Risk Management, and data compliance controls, minimizing the need for additional development work. For example, for AI applications and agents built with Azure AI Foundry models, data security teams can gain visibility into AI usage and data risks in Purview DSPM for AI, with no additional work from developers. Data security teams can also detect, investigate, and respond to both malicious and inadvertent user activities, such as a departing employee leveraging an AI agent to retrieve an anomalous amount of sensitive data, with Microsoft Purview Insider Risk Management (IRM) policies. Lastly, user prompts and AI responses in Azure AI apps and agents can now be ingested into Purview compliance tools as mentioned above. Learn more about Microsoft Purview for Azure AI Foundry. 2. Purview data protections extended to Copilot Studio agents grounded in Microsoft Dataverse data Coming to preview in June, Purview Information Protection extends auto-labeling and label inheritance coverage to Dataverse to help prevent oversharing and data leaks. Information Protection makes it easier for organizations to automatically classify and protect sensitive data at scale. A common challenge is that sensitive data often lands in Dataverse from various sources without consistent labeling or protection. The rapid adoption of agents built using Copilot Studio and grounding data from Dataverse increases the risk of data oversharing and leakage if data is not properly protected. With auto-labeling, data stored in Dataverse tables can be automatically labeled based on policies set in Microsoft Purview, regardless of its source. This reduces the need for manual labeling effort and protects sensitive information from the moment it enters Dataverse. With label inheritance, AI agent responses grounded in Dataverse data will automatically carry and honor the source data’s sensitivity label. If a response pulls from multiple tables with different labels, the most restrictive label is applied to ensure consistent protection. For example, a financial advisor building an agent in Copilot Studio might connect multiple Dataverse tables, some labeled as “General” and others as “Highly Confidential.” If a response pulls from both, it will inherit the most restrictive label, in this case, "Highly Confidential,” to prevent unauthorized access and ensure appropriate protections are applied across both maker and users of the agent. Together, auto-labeling and label inheritance in Dataverse support a more secure, automated foundation for AI. : Sensitivity labels will be automatically applied to data in Dataverse : AI-generated responses will inherit and honor the source data’s sensitivity labels Learn more about protecting Dataverse data with Microsoft Purview. 3. Purview DSPM for AI can now provide visibility into unauthenticated interactions with Copilot Studio agents As organizations increasingly use Microsoft Copilot Studio to deploy AI agents for frontline customer interactions, gaining visibility into unauthenticated user interactions and proactively mitigating risks becomes increasingly critical. Building on existing Purview and Copilot Studio integrations, we’ve extended DSPM for AI and Audit in Copilot Studio to provide visibility into unauthenticated interactions, now in preview. This gives organizations a more comprehensive view of AI-related data security risks across authenticated and unauthenticated users. For example, a healthcare provider hosting an external, customer-facing agent assistant must be able to detect and respond to attempts by unauthenticated users to access sensitive patient data. With these new capabilities in DSPM for AI, data security teams can now identify these interactions, assess potential exposure of sensitive data, and act accordingly. Additionally, integration with Purview Audit provides teams with seamless access to information needed for audit requirements. : Gain visibility into all AI interactions, including those from unauthenticated users Learn more about Purview for Copilot Studio. 4. Purview Data Loss Prevention extended to more Microsoft 365 agent scenarios To help organizations prevent data oversharing through AI, at Ignite 2024, we announced that data security admins could prevent Microsoft 365 Copilot from using certain labeled documents as grounding data to generate summaries or responses. Now in preview, this control also extends to agents published in Microsoft 365 Copilot that are grounded by Microsoft 365 data, including pre-built Microsoft 365 agents, agents built with the Agent Builder, and agents built with Copilot Studio. This helps ensure that files containing sensitive content are used appropriately by AI agents. For example, confidential legal documents with highly specific language that could lead to improper guidance if summarized by an AI agent, or "Internal only” documents that shouldn’t be used to generate content that can be shared outside of the organization. : Extend data loss prevention (DLP) policies to Microsoft 365 Copilot agents to protect sensitive data Learn more about Data Loss Prevention for Microsoft 365 Copilot and agents. The data protection capabilities we are extending to agents in Agent Builder and Copilot Studio demonstrate our continued investment in strengthening the Security and Governance pillar of the Copilot Control System (CSS). CCS provides integrated controls to help IT and security teams secure, manage, and monitor Copilot and agents across Microsoft 365, spanning governance, management, and reporting. Learn more here. Explore additional resources As developers and security teams continue to secure AI throughout its lifecycle, it’s important to stay ahead of emerging risks and ensure protection. Microsoft Security provides a range of tools and resources to help you proactively secure AI models, apps, and agents from code to runtime. Explore the following resources to deepen your understanding and strengthen your approach to AI security: Learn more about Security for AI solutions on our webpage Learn more about Microsoft Purview SDK Get started with Azure AI Foundry Get started with Microsoft Entra Get started with Microsoft Purview Get started with Microsoft Defender for Cloud Get started with Microsoft 365 Copilot Get started with Copilot Studio Sign up for a free Microsoft 365 E5 Security Trial and Microsoft Purview Trial 1 Predicts 2025: Navigating Imminent AI Turbulence for Cybersecurity, Jeremy D'Hoinne, Akif Khan, Manuel Acosta, Avivah Litan, Deepak Seth, Bart Willemsen, 10 February 2025 2 IBM. "Cost of a Data Breach 2024: Financial Industry." IBM Think, 13 Aug. 2024, https://www.ibm.com/think/insights/cost-of-a-data-breach-2024-financial-industry; Cser, Tamas. "The Cost of Finding Bugs Later in the SDLC." Functionize, 5 Jan. 2023, https://www.functionize.com/blog/the-cost-of-finding-bugs-later-in-the-sdlcEnhance AI security and governance across multi-model and multi-cloud environments
Generative AI adoption is accelerating, with AI transformation happening in real-time across various industries. This rapid adoption is reshaping how organizations operate and innovate, but it also introduces new challenges that require careful attention. At Ignite last fall, we announced several new capabilities to help organizations secure their AI transformation. These capabilities were designed to address top customer priorities such as preventing data oversharing, safeguarding custom AI, and preparing for emerging AI regulations. Organizations like Cummins, KPMG, and Mia Labs have leveraged these capabilities to confidently strengthen their AI security and governance efforts. However, despite these advancements, challenges persist. One major concern is the rise of shadow AI—applications used without IT or security oversight. In fact, 78% of AI users report bringing their own AI tools, such as ChatGPT and DeepSeek, into the workplace 1 . Additionally, new threats, like indirect prompt injection attacks, are emerging, with 77% of organizations expressing concerns and 11% of organizations identifying them as a critical risk 2 . To address these challenges, we are excited to announce new features and capabilities that help customers do the following: Prevent risky access and data leakage in shadow AI with granular access controls and inline data security capabilities Manage AI security posture across multi-cloud and multi-model environments Detect and respond to new AI threats, such as indirect prompt injections and wallet abuse Secure and govern data in Microsoft 365 Copilot and beyond In this blog, we’ll explore these announcements and demonstrate how they help organizations navigate AI adoption with confidence, mitigating risks, and unlocking AI’s full potential on their transformation journey. Prevent risky access and data leakage in shadow AI With the rapid rise of generative AI, organizations are increasingly encountering unauthorized employee use of AI applications without IT or security team approval. This unsanctioned and unprotected usage has given rise to “shadow AI,” significantly heightening the risk of sensitive data exposure. Today, we are introducing a set of access and data security controls designed to support a defense-in-depth strategy, helping you mitigate risks and prevent data leakage in third-party AI applications. Real-time access controls to shadow AI The first line of defense against security risks in AI applications is controlling access. While security teams can use endpoint controls to block access for all users across the organization, this approach is often too restrictive and impractical. Instead, they need more granular controls at the user level to manage access to SaaS-based AI applications. Today we are announcing the general availability of the AI web category filter in Microsoft Entra Internet Access to help enforce access controls that govern which users and groups have access to different AI applications. Internet Access deep integration with Microsoft Entra ID extends Conditional Access to any AI application, enabling organizations to apply AI access policies with granularity. By using Conditional Access as the policy control engine, organizations can enforce policies based on user roles, locations, device compliance, user risk levels, and other conditions, ensuring secure and adaptive access to AI applications. For example, with Internet Access, organizations can allow your strategy team to experiment with all or most consumer AI apps while blocking those apps for highly privileged roles, such as accounts payable or IT infrastructure admins. For even greater security, organizations can further restrict access to all AI applications if Microsoft Entra detects elevated identity risk. Inline discovery and protection of sensitive data Once users gain access to sanctioned AI applications, security teams still need to ensure that sensitive data isn’t shared with those applications. Microsoft Purview provides data security capabilities to prevent users from sending sensitive data to AI applications. Today, we are announcing enhanced Purview data security capabilities for the browser available in preview in the coming weeks. The new inline discovery & protection controls within Microsoft Edge for Business detect and block sensitive data from being sent to AI apps in real-time, even if typed directly. This prevents sensitive data leaks as users interact with consumer AI applications, starting with ChatGPT, Google Gemini, and DeepSeek. For example, if an employee attempts to type sensitive details about an upcoming merger or acquisition into Google Gemini to generate a written summary, the new inline protection controls in Microsoft Purview will block the prompt from being submitted, effectively blocking the potential leaks of confidential data to an unsanctioned AI app. This augments existing DLP controls for Edge for Business, including protections that prevent file uploads and the pasting of sensitive content into AI applications. Since inline protection is built natively into Edge for Business, newly deployed policies automatically take effect in the browser even if endpoint DLP is not deployed to the device. : Inline DLP in Edge for Business prevents sensitive data from being submitted to consumer AI applications like Google Gemini by blocking the action. The new inline protection controls are integrated with Adaptive Protection to dynamically enforce different levels of DLP policies based on the risk level of the user interacting with the AI application. For example, admins can block low-risk users from submitting prompts containing the highest-sensitivity classifiers for their organization, such as M&A-related data or intellectual property, while blocking prompts containing any sensitive information type (SIT) for elevated-risk users. Learn more about inline discovery & protection in the Edge for Business browser in this blog. In addition to the new capabilities within Edge for Business, today we are also introducing Purview data security capabilities for the network layer available in preview starting in early May. Enabled through integrations with Netskope and iboss to start, organizations will be able to extend inline discovery of sensitive data to interactions between managed devices and untrusted AI sites. By integrating Purview DLP with their SASE solution (e.g. Netskope and iBoss), data security admins can gain visibility into the use of sensitive data on the network as users interact with AI applications. These interactions can originate from desktop applications such as the ChatGPT desktop app or Microsoft Word with a ChatGPT plugin installed, or non-Microsoft browsers such as Opera and Brave that are accessing AI sites. Using Purview Data Security Posture Management (DSPM) for AI, admins will also have visibility into how these interactions contribute to organizational risk and can take action through DSPM for AI policy recommendations. For example, if there is a high volume of prompts containing sensitive data sent to ChatGPT, DSPM for AI will detect and recommend a new DLP policy to help mitigate this risk. Learn more about inline discovery for the network, including Purview integrations with Netskope and iBoss, in this blog. Manage AI security posture across multi-cloud and multi-model environments In today’s rapidly evolving AI landscape, developers frequently leverage multiple cloud providers to optimize cost, performance, and availability. Different AI models excel at various tasks, leading developers to deploy models from various providers for different use cases. Consequently, managing security posture across multi-cloud and multi-model environments has become essential. Today, Microsoft Defender for Cloud supports deployed AI workloads across Azure OpenAI Service, Azure Machine Learning, and Amazon Bedrock. To further enhance our security coverage, we are expanding AI Security Posture Management (AI-SPM) in Defender for Cloud to improve compatibility with additional cloud service providers and models. This includes: Support for Google Vertex AI models Enhanced support for Azure AI Foundry model catalog and custom models With this expansion, AI-SPM in Defender for Cloud will now offer the discovery of the AI inventory and vulnerabilities, attack path analysis, and recommended actions to address risks in Google VertexAI workloads. Additionally, it will support all models in Azure AI Foundry model catalog, including Meta Llama, Mistral, DeepSeek, as well as custom models. This expansion ensures a consistent and unified approach to managing AI security risks across multi-model and multi-cloud environments. Support for Google Vertex AI models will be available in public preview starting May 1, while support for Azure AI Foundry model catalog and custom models is generally available today. Learn More. 2: Microsoft Defender for Cloud detects an attack path to a DeepSeek R1 workload. In addition, Defender for Cloud will also offer a new data and AI security dashboard. Security teams will have access to an intuitive overview of their datastores and AI services across their multi-cloud environment, top recommendations, and critical attack paths to prioritize and accelerate remediation. The dashboard will be generally available on May 1. The new data & AI security dashboard in Microsoft Defender for Cloud provides a comprehensive overview of your data and AI security posture. These new capabilities reflect Microsoft’s commitment to helping organizations address the most critical security challenges in managing AI security posture in their heterogeneous environments. Detect and respond to new AI threats Organizations are integrating generative AI into their workflows and facing new security risks unique to AI. Detecting and responding to these evolving threats is critical to maintaining a secure AI environment. The Open Web Application Security Project (OWASP) provides a trusted framework for identifying and mitigating such vulnerabilities, such as prompt injection and sensitive information disclosure. Today, we are announcing Threat protection for AI services, a new capability that enhances threat protection in Defender for Cloud, enabling organizations to secure custom AI applications by detecting and responding to emerging AI threats more effectively. Building on the OWASP Top 10 risks for LLM applications, this capability addresses those critical vulnerabilities highlighted on the top 10 list, such as prompt injections and sensitive information disclosure. Threat protection for AI services helps organizations identify and mitigate threats to their custom AI applications using anomaly detection and AI-powered insights. With this announcement, Defender for Cloud will now extend its threat protection for AI workloads, providing a rich suite of new and enriched detections for Azure OpenAI Service and models in the Azure AI Foundry model catalog. New detections include direct and indirect prompt injections, novel attack techniques like ASCII smuggling, malicious URL in user prompts and AI responses, wallet abuse, suspicious access to AI resources, and more. Security teams can leverage evidence-based security alerts to enhance investigation and response actions through integration with Microsoft Defender XDR. For example, in Microsoft Defender XDR, a SOC analyst can detect and respond to a wallet abuse attack, where an attacker exploits an AI system to overload resources and increase costs. The analyst gains detailed visibility into the attack, including the affected application, user-entered prompts, IP address, and other suspicious activities performed by the bad actor. With this information, the SOC analyst can take action and block the attacker from accessing the AI application, preventing further risks. This capability will be generally available on May 1. Learn More. : Security teams can investigate new detections of AI threats in Defender XDR. Secure and govern data in Microsoft 365 Copilot and beyond Data oversharing and non-compliant AI use are significant concerns when it comes to securing and governing data in Microsoft Copilots. Today, we are announcing new data security and compliance capabilities. New data oversharing insights for unclassified data available in Microsoft Purview DSPM for AI: Today, we are announcing the public preview of on-demand classification for SharePoint and OneDrive. This new capability gives data security admins visibility into unclassified data stored in SharePoint and OneDrive and enables them to classify that data on demand. This helps ensure that Microsoft 365 Copilot is indexing and referencing files in its responses that have been properly classified. Previously, unclassified and unscanned files did not appear in DSPM for AI oversharing assessments. Now admins can initiate an on-demand data classification scan, directly from the oversharing assessment, ensuring that older or previously unscanned files are identified, classified, and incorporated into the reports. This allows organizations to detect and address potential risks more comprehensively. For example, an admin can initiate a scan of legacy customer contracts stored in a specified SharePoint library to detect and classify sensitive information such as account numbers or contact information. If these newly classified documents match the classifiers included in any existing auto-labeling policies, they will be automatically labeled. This helps ensure that documents containing sensitive information remain protected when they are referenced in Microsoft 365 Copilot interactions. Learn More. Security teams can trigger on-demand classification scan results in the oversharing assessment in Purview DSPM for AI. Secure and govern data in Security Copilot and Copilot in Fabric: We are excited to announce the public preview of Purview for Security Copilot and Copilot in Fabric, starting with Copilot in Power BI, offering DSPM for AI, Insider Risk Management, and data compliance controls, including eDiscovery, Audit, Data Lifecycle Management, and Communication Compliance. These capabilities will help organizations enhance data security posture, manage compliance, and mitigate risks more effectively. For example, admins can now use DSPM for AI to discover sensitive data in user prompts and responses and detect unethical or risky AI usage. Purview’s DSPM for AI provides admins with comprehensive reports on user activities and data interactions in Copilot for Power BI, as part of the Copilot in Fabric experience, and Security Copilot. DSPM Discoverability for Communication Compliance: This new feature in Communication Compliance, which will be available in public preview starting May 1, enables organizations to quickly create policies that detect inappropriate messages that could lead to data compliance risks. The new recommendation card on the DSPM for AI page offers a one-click policy creation in Microsoft Purview Communication Compliance, simplifying the detection and mitigation of potential threats, such as regulatory violations or improperly shared sensitive information. With these enhanced capabilities for securing and governing data in Microsoft 365 Copilot and beyond, organizations can confidently embrace AI innovation while maintaining strict security and compliance standards. Explore additional resources As organizations embrace AI, securing and governing its use is more important than ever. Staying informed and equipped with the right tools is key to navigating its challenges. Explore these resources to see how Microsoft Security can help you confidently adopt AI in your organization. Learn more about Security for AI solutions on our webpage Get started with Microsoft Purview Get started with Microsoft Defender for Cloud Sign up for a free Microsoft 365 E5 Security Trial and Microsoft Purview Trial Learn more about the innovations designed to help your organization protect data, defend against cyber threats, and stay compliant. Join Microsoft leaders online at Microsoft Secure on April 9. [1] 2024 Work Trend Index Annual Report, Microsoft and LinkedIn, May 2024, N=31,000. [2] Gartner®, Gartner Peer Community Poll – If your org’s using any virtual assistants with AI capabilities, are you concerned about indirect prompt injection attacks? 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Optimizing OneDrive Retention Policies with Administrative Units and Adaptive Scopes
A special thank you note to Ashwini_Anand for contributing to the content of this blog. In today's digital landscape, efficient data retention management is a critical priority for organizations of all sizes. Organizations can optimize their OneDrive retention policies, ensuring efficient and compliant data management tailored to their unique user base and licensing arrangements. Scenario: Contoso Org encountered a distinct challenge - managing data retention for their diverse user base of 200,000 employees, which includes 80,000 users with F3 licenses and 120,000 users with E3 and E5 licenses. As per Microsoft licensing, F3 users are allocated only 2 GB of OneDrive storage, whereas E3 and E5 users are provided with a much larger allocation of 5 TB. This difference required creating separate retention policies for these users' groups. The challenge was further complicated by the fact that retention policies utilize the same storage for preserving deleted data. If a unified retention policy were applied to all users such as retaining data for 6 years before deletion - F3 users’ OneDrive storage could potentially fill up within a year or less (depending on usage patterns). This would leave F3 users unable to delete or save new files, severely disrupting productivity and data management. To address this, it is essential to create a separate retention policy for E3 and E5 users, ensuring that the policy applies only to these users and excludes F3 users. This blog will discuss the process of designing and implementing such a policy for the large user base based on separate licenses, ensuring efficient data management and uninterrupted productivity. Challenges with Retention Policy Configuration for large organizations 1. Adaptive Scope Adaptive scopes in Microsoft Purview allow you to dynamically target policies based on specific attributes or properties such as department, location, email address, custom Exchange attributes etc. Refer the link to get the list of supported attributes: Adaptive scopes | Microsoft Learn. Limitation: Although Adaptive scopes can filter by user properties, Contoso, being a large organization, had already utilized all 15 custom attributes for various purposes. Additionally, user attributes also couldn’t be used to segregate users based on licenses. This made it challenging to repurpose any attribute for our filter criteria to apply the retention policy to a specific set of users. Furthermore, refinable strings used in SharePoint do not work for OneDrive sites. 2. Static Scope Static scope refers to manually selected locations (e.g., specific users, mailboxes, or sites) where the policy is applied. The scope remains fixed and does not automatically adjust. Limitation: Static scope allows the inclusion or exclusion of mailboxes and sites but is limited to 100 sites and 1000 mailboxes, making it challenging to utilize for large organizations. Proposed Solution: Administrative Units with Adaptive Scope To address the above challenges, it required utilizing Administrative Units (Admin Units - is a container within an organization that can hold users, groups, or devices. It helps us to manage and organize users within an organization more efficiently, especially in large or complex environments) with Adaptive Scopes for creation of a retention policy targeting E3 and E5 licensed users. This approach allows organizations to selectively apply retention policies based on user licenses, enhancing both efficiency and governance. Prerequisites For Administrative unit - Microsoft Entra ID P1 license For Retention policy - Refer to the link: Microsoft 365 guidance for security & compliance - Service Descriptions | Microsoft Learn Configuration Steps Step 1: Create Administrative Unit: Navigate to Microsoft Entra Admin Center https://entra.microsoft.com/#home Click on ‘Identity’ and then click on ‘Show more’ Expand ‘Roles & admins’ Proceed to ‘Admin units’ -> Add. Define a name for the Administrative unit. Click on ‘Next: Assign roles’ No role assignment required, click on 'Next: Review + create’) Click on ‘Create’. To get more information about creating administrative unit, refer this link: Create or delete administrative units - Microsoft Entra ID | Microsoft Learn Step 2: Update Dynamic Membership: Select the Administrative Unit which is created in Step1. Navigate to ‘Properties’ Choose ‘Dynamic User’ for Membership type. Click on ‘Add a dynamic query’ for Dynamic user members. Click on ‘Edit' for Rule syntax In order to include E3 and E5 licensed users who are using OneDrive, you need to include SharePoint Online Service Plan 2 enabled users. Use the query below in the code snippet to define the dynamic membership. user.assignedPlans -any (assignedPlan.servicePlanId -eq "5dbe027f-2339-4123-9542-606e4d348a72" -and assignedPlan.capabilityStatus -eq "Enabled") Click on 'Save' to update the Dynamic membership rules Click on 'Save' to update the Administrative unit changes. Open the Administrative Unit and click on the 'Users' tab to check if users have started to populate. Note: It may take some time to replicate all users, depending on the size of your organization. Please wait for minutes and then check again. Step 3: Create Adaptive Scope under Purview Portal: Access https://purview.microsoft.com Navigate to ‘Settings’ Expand ‘Roles & scopes’ and click on ‘Adaptive scopes’ Create a new adaptive scope, providing ‘Name’ and ‘Description’. Proceed to select the Administrative unit which was created earlier. (It takes time for the Admin/Administrative Unit to become visible. Please wait for some time if it does not appear immediately.) Click on ‘Add’ and ‘Next’ Select ‘Users’ and 'Next' Once the Admin unit is selected, we need to specify the criteria which allows to select users within the Admin unit (this is the second level of filtering available). However, in this case since we needed to select all users of the admin unit, hence the below criteria was used. Click 'Add attribute' and form the below query. Email addresses is not equal to $null Note: You can apply any other filter if you need to select a subset of users within the Admin Unit based on your business use case. Click on ‘Next’ Review and ‘Submit’ the adaptive scope. Step 4: Create Retention Policy using Adaptive Scope: Access https://purview.microsoft.com/datalifecyclemanagement/overview Navigate to ‘Policies’ and then go to ‘Retention Policies’. Create a ‘New Retention policy’, providing a ‘Name’ and ‘Description’. Proceed to select the Administrative unit created earlier. Click on ‘Add or remove admin units’ Choose ‘Adaptive’ and click on ‘Next’. Click on ‘Add scopes’ and Select the previously created Adaptive scope. the Adaptive scope and location at this point. Click on ‘Next’ to proceed and select the desired retention settings. Click Next and Finish Outcome By implementing Admin Units with adaptive scopes, organizations can effectively overcome challenges associated with applying OneDrive retention policies for distinguished and large set of users. This approach facilitates the dynamic addition of required users, eliminating the need for custom attributes and manual user management. Users are dynamically added or removed from the policy based on license status, ensuring seamless compliance management. FAQ: Why is it important to differentiate retention policies based on user licensing tiers? It is important to differentiate retention policies based on user licensing tiers to ensure that each user group has policies tailored to their specific needs and constraints, avoiding issues such as storage limitations for users with lower-tier licenses like F3. How many Exchange custom attributes are typically available? There are typically 15 Exchange custom attributes available, which can limit scalability when dealing with a large user base. What challenge does Adaptive Scoping face when including a large number of OneDrive sites? Adaptive Scoping faces the challenge of including a large number of OneDrive sites due to limitations in the number of custom attributes allowed. While these custom attributes help in categorizing and managing OneDrive sites, the finite number of attributes available can restrict scalability and flexibility. Why are refinable strings a limitation for Adaptive Scoping in OneDrive? Refinable strings are a limitation for Adaptive Scoping in OneDrive because their usage is restricted to SharePoint only. What are the limitations of Static Scoping for OneDrive sites? Static Scoping for OneDrive sites is limited by the strict limit of including or excluding only 100 sites, making it usage limited for larger environments. Do we need any licenses to create an administrative unit with dynamic membership? Yes, a Microsoft Entra ID P1 license is required for all members of the group.Select the 'Adaptive' retention policy type
