Microsoft Purview Communication Compliance Archives | Microsoft Security Blog http://approjects.co.za/?big=en-us/security/blog/product/microsoft-purview-communication-compliance/ Expert coverage of cybersecurity topics Tue, 23 Dec 2025 19:00:16 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 Fast-track generative AI security with Microsoft Purview http://approjects.co.za/?big=en-us/security/blog/2025/01/27/fast-track-generative-ai-security-with-microsoft-purview/ Mon, 27 Jan 2025 17:00:00 +0000 Read how Microsoft Purview can secure and govern generative AI quickly, with minimal user impact, deployment resources, and change management.

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As a data security global black belt, I help organizations secure AI solutions. They are concerned about data oversharing, data leaks, compliance, and other potential risks. Microsoft Purview is Microsoft’s solution for securing and governing data in generative AI.

I’m often asked how long it takes to deploy Microsoft Purview. The answer depends on the specifics of the organization and what they want to achieve. Microsoft Purview should enable a comprehensive data governance program but it can provide risk mitigation for generative AI in the short term while the program is underway.

Microsoft Purview

Secure and govern your entire data estate.

Two colleagues collaborating at a desk.

Organizations need AI solutions to add value for their customers and to stay competitive. They can’t wait for years to secure and govern these systems.

For the organizations deploying generative AI, “how long does it take to deploy Microsoft Purview?” isn’t the right question.

The risk mitigation Microsoft Purview provides for AI can begin on day one. This includes Microsoft AI, like Microsoft 365 Copilot, AI that an organization builds in-house, and AI from third parties like Google Gemini or ChatGPT.

This post will discuss ways we can secure and govern data used or generated by AI quickly, with minimal user impact, change management, and resources required.

These Microsoft Purview solutions are:

  • Microsoft Purview Data Security Posture Management for AI
  • Microsoft Purview Information Protection
  • Microsoft Purview Data Loss Prevention
  • Microsoft Purview Communications Compliance
  • Microsoft Purview Insider Risk Management
  • Microsoft Purview Data Lifecycle Management
  • Microsoft Purview Audit and Microsoft Purview eDiscovery
  • Microsoft Purview Compliance Manager

Here are short term steps you can take while the comprehensive data governance program is underway.

Microsoft Purview Data Security Posture Management for AI

Microsoft Purview Data Security Posture Management for AI (DSPM for AI) provides visibility into data security risks. It reports on:

  • User’s interactions with AI.
  • Sensitive information in the prompts users share with the AI.
  • Whether the sensitive information users share is labeled and thus is protected by durable security policy controls.
  • Whether and how user interactions may be violating company policy including codes of conduct and attempts at jailbreak, where users manipulate the system to circumvent protections.
  • The risk level of users interacting with the system, such as inadvertent or malicious activities they may be involved in that put the organization at risk.

DSPM for AI reports on this for each AI application and can drill down from the reports to the individual user activities. DSPM for AI collects and surfaces insights from the other Microsoft Purview solutions around generative AI risks in a single screen.

Custom sensitive information types, sensitivity labels, and information protection rules are reasoned over by DSPM for AI, but if these are not available, more than 300 out-of-the-box sensitive information types are available from day one.  

DSPM for AI will use these to report on risk for the organization without additional configuration. The organization’s administrators can configure policy to mitigate these risks directly from the DSPM for AI tool.

Screenshot of Data Security Posture Management for AI overview page. It shows interactions with Microsoft 365 Copilot, Enterprise Generative AI  from other providers and AI developed in-house.

Figure 1. DSPM for AI shows interactions with Microsoft 365 Copilot, enterprise generative AI from other providers, and AI developed in-house.

Screenshot of Data Security Posture Management (DSPM) for AI reports showing user interactions with sensitive data for Microsoft 365 Copilot and other generative AI.  Admins can configure policy to mitigate risks from the DSPM solution.

Figure 2. DSPM for AI Reports on generative AI user interactions with sensitive data.

A big concern that organizations have in widely deploying generative AI is that it will return results that contain sensitive information that the user should not have access to. SharePoint sites have been created over the years, are unlabeled, and may be accessible to the entire organization through the AI. The “security by obscurity” that may have prevented the sensitive information from being inappropriately shared is now negated by the AI that reasons over and returns the data.

Data assessments, part of DSPM for AI, and currently in preview, identifies potential oversharing risks and allows the administrator to apply a sensitivity label to the SharePoint sites, the sensitive data, or initiate an Microsoft Entra ID user access review to manage group memberships.

The administrator can engage the business stakeholder who has knowledge of the risk posed by the data and invite them to mitigate the risk or apply the policy at scale from the Microsoft Purview administration portal.

Screenshot of Oversharing Assessment report, a feature of Data Security Posture Management for AI.  Shows the location of sensitive data and allows admins to configure policies to mitigate oversharing risks.

Figure 3. Data assessment—visualize risk, review access, and deploy policy.

Microsoft Purview Information Protection

The document access controls of Microsoft Purview Information Protection, including sensitivity labels, are enforced when the data is reasoned over by AI. The user is given visibility in context that they are working with sensitive information. This awareness empowers users to protect the organization. 

The sensitivity labels that enforce scoped encryption, watermarking, and other protections travel with the document as the user interacts with the AI. When the AI creates new content based on the document, the new content inherits the most restrictive label and policy.

Microsoft Purview can automatically apply sensitivity labels to AI interactions based on the organization’s existing policy for email, desktop applications, and Microsoft Teams, or new policy can be deployed for the AI.

These can be based on out-of-the-box sensitive information types for a quick start.

Microsoft Purview Data Loss Prevention

The Microsoft Purview Data Loss Prevention policies that the organization currently uses for email, desktop applications, and Teams can be extended to the AI or new policy for the AI can be created. Cut and paste of sensitive information or transfer of a labeled document into the AI can be prevented or only allowed with an auditable justification from the user.

A rule can be configured to prevent all documents bearing a specific label from being reasoned over by the AI. Out-of-the-box sensitive information types can be used for a quick start.

Microsoft Purview Communication Compliance

Microsoft Purview Communication Compliance provides the ability to detect regulatory compliance (for example, SEC or FINRA) and business conduct violations such as sensitive or confidential information, harassing or threatening language, and sharing of adult content.

Out-of-the-box policies can be used to monitor user prompts or AI-generated content. It provides policy enforcement in near real time and also audit logs and reporting.

Microsoft Purview Insider Risk Management

Microsoft Purview Insider Risk Management correlates signal to identify potential malicious or accidental behaviors from legitimate users. Pre-configured generative AI-specific risk detections and policy templates are now available in preview.

As the Insider Risk Management solution algorithms determine a user to be engaging in risky behavior, the data loss prevention (DLP) policies for that user can be made stricter using a feature called Adaptive Protection. It can be configured with out-of-the-box policies. This continuous monitoring and policy modulation mitigates risk while reducing administrator workload.

AI analytics can be activated from the Microsoft Purview portal to provide insights even before the Insider Risk Management solution is deployed to users. This quickly surfaces AI risks with minimal administrative workload.

Microsoft Purview Data Lifecycle Management

Microsoft Purview can enforce AI Data Lifecycle Management, with retention of AI prompts, prompt returns, and the documents AI creates for a specified time period. This can be done globally for every interaction with an AI solution. It can be done with out-of-the-box or custom policies. This will keep these interactions available for future investigations, for regulatory compliance, or to tune policies and inform the governance program.

A policy for deletion of AI interactions can be enforced so information is not over-retained.

Microsoft Purview Audit and Microsoft Purview eDiscovery

The organization will need to support internal investigations around the use of AI. Microsoft Purview Audit logs and retains these interactions. They also need to support their legal team should they have to produce AI interactions to support litigation.

Microsoft Purview eDiscovery can put a user’s interactions with the AI as well as their other Microsoft 365 documents and communications on hold so that their availability to support investigations is maintained. It allows them to be searched based metadata, enhancing relevancy, annotated, and produced.

Microsoft Purview Compliance Manager

Microsoft Purview Compliance Manager has pre-built assessments for AI regulations including:

  • EU Artificial Intelligence Act.
  • ISO/IEC 23894:2023.
  • ISO/IEC 42001:2023.
  • NIST AI Risk Management Framework (RMF) 1.0.

These assessments are available to benchmark compliance over time, report on control status, and maintain and produce evidence for both Microsoft and the organization’s activities that support the regulatory compliance program.

Microsoft Purview is an AI enabler

Without security, governance, and compliance bases being covered, the AI program puts the organization at risk. An AI program can be blocked before it deploys if the team can’t demonstrate how it is mitigating these risks.

The actions suggested here can all be taken quickly, and with limited effort, to set up a generative AI deployment for success.

Learn more

Learn more about Microsoft Purview.

To learn more about Microsoft Security solutions, visit our website. Bookmark the Security blog to keep up with our expert coverage on security matters. Also, follow us on LinkedIn (Microsoft Security) and Twitter (@MSFTSecurity) for the latest news and updates on cybersecurity.

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New Microsoft Purview features help protect and govern your data in the era of AI http://approjects.co.za/?big=en-us/security/blog/2024/12/10/new-microsoft-purview-features-help-protect-and-govern-your-data-in-the-era-of-ai/ Tue, 10 Dec 2024 17:00:00 +0000 Microsoft Purview delivers unified data security, governance, and compliance for the era of AI. Read about the new features.

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In today’s evolving digital landscape, safeguarding data has become a challenge for organizations of all sizes. The ever-expanding data estate, the volume and complexity of cyberattacks, increasing global regulations, and the rapid adoption of AI are shifting how cybersecurity and data teams secure and govern their data. Today, more than 95% of organizations are implementing or developing an AI strategy, requiring data protection and governance strategies to be optimized for AI adoption.1 Microsoft Purview is designed to help you protect and govern all your data, regardless of where it lives and travels, for the era of AI.

Historically, organizations have relied on the traditional approach to data security and governance, largely involving stitching together fragmented solutions. According to Gartner®, “75% of security leaders are actively pursuing a security vendor consolidation strategy as of 2022.”2 Consolidation, however, is no easy feat. In a recent study, more than 95% of security leaders acknowledge that unifying the handling of data security, compliance, and privacy across teams and tools is both a priority and a challenge.3 These approaches often fall short because of duplicate data, redundant alerts, and siloed investigations, ultimately leading to increased data risks. Over time, this approach has been increasingly difficult for organizations to maintain.

Unify how you protect and govern your data with Microsoft Purview

Unlike traditional data security and governance strategies that require disparate solutions to achieve comprehensive data protection, Microsoft Purview is purpose-built to unify data security, governance, and compliance into a single platform experience. This integration aims to reduce complexity, simplify management, and mitigate risk, while helping enhance efficiency across teams to support a culture of collaboration. With Microsoft Purview you can:

  • Enable comprehensive data protection.
  • Support compliance and regulatory requirements.
  • Help safeguard AI Innovation.

What’s new in Microsoft Purview?

To meet our growing customer needs, the team has been delivering a lot of innovation at a rapid pace. In this blog, we’re excited to recap all the new capabilities we announced at Microsoft Ignite last month.

Enable comprehensive data protection

Microsoft data security solutions

Learn more ↗

Microsoft Purview enables you to discover, secure, and govern data across Microsoft and third-party sources. Today, Microsoft Purview delivers rich data security capabilities through Microsoft Purview Data Loss Prevention, Microsoft Purview Information Protection, and Microsoft Purview Insider Risk Management, enhanced with AI-powered Adaptive Protection. To drive AI transformation, you need to build and maintain a strong data foundation, categorized by data that is not just secured but also governed. Microsoft Purview also addresses your data governance needs with the newly reimagined Microsoft Purview Unified Catalog. These data security and data governance products leverage shared capabilities such as a common data catalog, connectors, classifications, and audit logs—helping reduce inconsistencies, inefficiencies, and exposure gaps, commonly experienced by using disparate tools.

Introducing Microsoft Purview Data Security Posture Management

Microsoft Purview Data Security Posture Management (DSPM) provides visibility into data security risks and recommends controls to protect that data. DSPM provides contextual insights, usage analysis, and continuous risk assessments of your data, helping you mitigate risks and enhance data security. With DSPM, you get a shared understanding of key risks through a series of reports that correlate insights across location and type of sensitive data, risky user activities, and common exfiltration channels. In addition, DSPM provides actionable, scenario-based recommendations for detection and protection policies. For example, DSPM can help you create an Insider Risk Management policy that identifies risky behavior such as downgrading labels in documents followed by exfiltration, and a data loss prevention (DLP) policy to block that exfiltration at the same time.

DSPM also brings a view of historical trends and insights based on sensitivity labels applied, sensitive assets covered by at least one DLP policy, and potentially risky users so show the effectiveness of your data security policies over time. And finally, DSPM leverages the power of generative AI through its deep integration with Microsoft Security Copilot. With this integration, you can easily uncover risks that might not be immediately apparent and drive efficient and richer investigations—all in natural language.

With DSPM, you can easily identify possible labeling and policy gaps such as unlabeled content and users that aren’t scoped in a DLP policy, unusual patterns and activities that might indicate potential risks, as well as opportunities to adapt and strengthen your data security program.

Screenshot of the Data Security Posture Management preview dashboard within the Microsoft Purview portal.

Figure 1. DSPM overview page provides centralized visibility across data, users, and activities, as well as access to reports.

Learn more about this announcement in the Data Security Posture Management blog.

Increasing data security and security operations center integration

Understanding data and user context is vital for improving security operations and prioritizing investigations, especially when sensitive data is at stake. By integrating insights such as data classification, access controls, and user activity into the security operations center (SOC) experience, organizations can better assess the impact of security incidents, reduce false alerts, and enhance containment efforts. In addition to the already present DLP alerts in the Microsoft Defender XDR incident investigation and data security remediation actions enabled directly from Defender XDR, we’ve also added Insider Risk Management context to the user entity page to provide a more comprehensive view of user activities.

With Microsoft Purview’s latest integration with Microsoft Defender, now in preview, you get insider risk alerts in Defender XDR and can correlate them with incidents. This gives you critical user context for your security investigations. SOC teams can now better distinguish internal incidents from external cyberattacks and refine their response strategies. For more complex analysis to identify risks such as attack patterns, we are integrating insider risk signals into Defender XDR’s Advanced Hunting, giving you deeper insights and allowing you to improve your policies in partnership with data security teams. Together, these advancements allow your organization to stay ahead of evolving cyberthreats, providing a collaborative and data-driven approach to security.

Learn more about this announcement in the Purview Insider Risk Management blog.

Protecting data and preventing sensitive data loss

As AI generates new data in unprecedented volumes, the need to secure that data and prevent the loss of sensitive information has become even more crucial. Our new DLP capabilities help you effectively investigate DLP incidents, fortify existing protections, and refine your overall DLP program. You can now customize Purview DLP to the established processes of your organization with the Microsoft Power Automate connector in preview. This lets you automate and customize your DLP policy actions through Power Automate workflows to integrate your DLP incidents into new or established IT, security, and business operations workflows, like stakeholder awareness or incident remediation.

DLP policy insights in Security Copilot, also in preview, summarize existing DLP policies in natural language and helps you understand any gaps in policy coverage across your environment. This makes it easier for you to quickly and easily understand the full breadth of DLP policy coverage across your organization and address gaps in protection. We are also enhancing DLP protections on endpoints by expanding our file type coverage from more than 40 to more than 110 file types. Users can also now store and view full files on Windows devices as evidence for forensic investigations using Microsoft-managed storage. With the Microsoft-managed option, your admins can save time otherwise spent configuring additional settings, assigning permissions, and selecting the storage in the policy workflow. Finally, you can now enforce blanket protections on file types that cannot currently be scanned or classified by endpoint DLP, such as blocking copy to removable media for all computer-aided design (CAD) files regardless of those files’ contents. This helps ensure that the diverse range of file types found in your environment are still protected even if they cannot currently be scanned and classified by Microsoft Purview endpoint DLP. 

Learn more about these announcements in our Microsoft Purview Data Loss Prevention blog.

Microsoft Purview Data Governance innovations to drive greater business value

Research indicates that data practitioners spend 80% of their time finding, cleaning, and organizing data, leaving only 20% of time to process and analyze it.4 To simplify the data governance practice in the age of AI, the Microsoft Purview Unified Catalog is a comprehensive enterprise catalog that automatically inventories and tags your organization’s critical data assets. This gives your business users the ability to search for specific business data when building analytics reports or AI models. The Unified Catalog gives you visibility and confidence in your data across your disparate data sources and local catalogs with built-in data quality management and end-to-end lineage. You can integrate metadata from diverse catalogs such as Fabric OneLake, Databricks Unity, and Snowflake Polaris, into a unified catalog for all your data stewards, data owners, and business users.

Now in preview, Unified Catalog provides deeper data quality through a new scan engine that supports open standard file and table formats for big data platforms, including Microsoft Fabric, Databricks Unity Catalog, Snowflake, Google Big Query, and Amazon S3. This new scan engine enables rich data quality management at the asset level for improved data quality management at the asset level for overall improved data quality health. Lastly, Microsoft Purview Analytics in OneLake (preview) allows you to extract tenant-specific metadata from the Unified Catalog and export it directly into OneLake. You can then use Microsoft Power BI to analyze the metadata to further understand and report on your data’s quality and lineage.

Learn more about these announcements in our Microsoft Purview Data Governance blog.

Support compliance and regulatory requirements

Microsoft compliance and Privacy solutions

Learn more ↗

As regulatory requirements evolve with the proliferation of AI, it is more critical than ever for businesses to keep compliance and privacy top of mind. However, adhering to requirements is becoming increasingly complex, while consequences for non-compliance are growing more severe. Microsoft Purview empowers you to address regulatory demands and comply with corporate policies by offering compliance and privacy controls that are both scalable and adaptable to changing needs.

New templates in Compliance Manager to help simplify compliance

Microsoft Purview Compliance Manager provides insights into your organization’s compliance status through compliance templates and provides suggested actions and next steps to help you along your compliance journey. Compliance Manager continues to add new templates to help you address new and evolving regulations, including templates for the European Union AI Act (EUAI Act), NIST 2 AI, ISO 42001, ISO 23894, Digital Operations Resiliency Act (DORA), and additional industry and regional regulations. Compliance Manager now includes historical records that help track your organization’s compliance and provides actionable next steps to understand how new regulations or policies affect your compliance score over time. In addition, you can now leverage custom templates to address both regulatory and your organization’s specific policies and preferences.

Screenshot of the Compliance Manager assessment within the Microsoft Purview Portal.

Figure 2. EUAI Act Assessment in Compliance Manager.

Learn more about this announcement in the Microsoft Purview Compliance Manager blog.

New Microsoft Purview controls for ChatGPT Enterprise with integration with OpenAI for improved compliance

Microsoft Purview now integrates with ChatGPT Enterprise, allowing you to gain visibility and govern the prompts and responses of your ChatGPT Enterprise interactions. This integration, currently in preview, includes Microsoft Purview Audit for auditing ChatGPT Enterprise interactions, Microsoft Purview Data Lifecycle Management for enabling retention and deletion policies, Microsoft Purview Communication Compliance to proactively detect regulatory and corporate policy violations, and Microsoft Purview eDiscovery to streamline legal investigations.

Learn more about all these announcements in our Security for AI blog.   

Microsoft Purview is built to help safeguard AI Innovation

With the rapid adoption of AI, new vulnerabilities have emerged, highlighting the need for strong data security and governance of AI workloads. Microsoft Purview is built to secure and govern data related to pre-built and custom-built AI apps.

Introducing Microsoft Data Security Posture Management for AI (DSPM for AI)

Security teams often find themselves in the dark when it comes to data security and compliance risks associated with AI usage. Without proper visibility, organizations often struggle to safeguard their AI assets effectively. DSPM for AI, now generally available, gives you visibility through a centralized dashboard and reports, enables you to proactively discover and manage your AI-related data risks, such as sensitive data in user prompts, and gives you actionable recommendations and real-time insights to respond effectively to security incidents.

Microsoft Purview controls for Microsoft 365 Copilot help prevent data oversharing

Data oversharing occurs when users have access to more data than necessary for their job duties. Organizations need effective data security controls to help mitigate this risk. At Microsoft Ignite we announced a number of new Microsoft Purview capabilities in preview to prevent data oversharing in Microsoft 365 Copilot.

Data oversharing assessments: Discover data that is at risk of oversharing by scanning files containing sensitive data, identifying risky data sources such as SharePoint sites with overly permissive user access, and by providing recommendations such as auto-labeling policies and default labels to prevent sensitive data from being overshared. The oversharing assessment report can identify unlabeled files accessed by users before deploying Copilot or can be run post-deployment to identify sensitive data referenced in Copilot responses. 

Label-based permissions: Microsoft 365 Copilot honors permissions based on sensitivity labels assigned by Microsoft Purview when referencing sensitive documents.

Purview DLP for Microsoft 365 Copilot: You can create DLP policies to exclude documents with specified sensitivity labels from being processed, summarized, or used in responses in Microsoft 365 Copilot, preventing sensitive data from being inadvertently overshared.

New Microsoft Purview capabilities to detect risky activities in Microsoft 365 Copilot

Security teams need ways to detect risky use of AI applications like deliberate or accidental access to sensitive data, jailbreaks, and copyright violations. Insider Risk Management and Communication Compliance now provide risky AI usage indicators, a policy template, and an analytics report in preview to help detect and investigate the risky use of AI. These new capabilities not only help detect risky activities and prompts but also integrate with Microsoft Defender XDR, enabling your security teams to investigate new AI-related risks holistically alongside other risks, such as identity risks through Microsoft Entra and data oversharing and data loss risks through Purview DLP.

New Microsoft Purview capabilities for agents built with Microsoft Copilot Studio

When new and citizen developers are building low code or no-code AI, they often lack security expertise and tools to enable security and compliance controls. Microsoft Purview now provides data controls for agents built in Copilot Studio to enable low code and no-code developers to build more secure agents. For example, when an agent built with Copilot Studio accesses sensitive data, it will recognize and honor the sensitivity labels of the data being accessed. Microsoft Purview will also protect sensitive data generated by the agent through label inheritance and will enforce label permissions, ensuring only authorized users have access.

Data security admins also get visibility into the sensitivity of data in user prompts and agent responses within DSPM for AI. Moreover, Microsoft Purview will enable you to detect anomalous user activity and risky or non-compliant AI use and apply retention or deletion policies on your agent prompts and responses. These new controls give you visibility and and insights into risks for your agents built with Copilot Studio, strengthening your data security posture.

Learn more about all these announcements in our Security for AI blog.   

Unified solutions that empower your organization

As you navigate the complexities of AI proliferation, regulatory requirements, and security threats, we are excited to innovate, invest in, and expand the capabilities of Microsoft Purview to address your most pressing data security, governance, and compliance challenges.

Get started with Microsoft Purview today

To get started, we invite you to try Microsoft Purview free and to learn more about Microsoft Purview today.

To learn more about Microsoft Security solutions, visit our website. Bookmark the Security blog to keep up with our expert coverage on security matters. Also, follow us on LinkedIn (Microsoft Security) and X (@MSFTSecurity) for the latest news and updates on cybersecurity.


1Microsoft internal research, May 2023. 

2Gartner, Innovation Insight for Security Platforms, Peter Firstbrook, Craig Lawson. October 16, 2024. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. 

3Microsoft internal research, August 2024. 

4Overcoming the 80/20 Rule in Data Science, Pragmatic Institute.

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New Microsoft Purview features use AI to help secure and govern all your data http://approjects.co.za/?big=en-us/security/blog/2023/12/07/new-microsoft-purview-features-use-ai-to-help-secure-and-govern-all-your-data/ Thu, 07 Dec 2023 17:00:00 +0000 http://approjects.co.za/?big=en-us/security/blog/?p=132586 Learn about the new Microsoft Purview features and capabilities announced at Microsoft Ignite 2023.

The post New Microsoft Purview features use AI to help secure and govern all your data appeared first on Microsoft Security Blog.

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In the past few years, we have witnessed how digital and cloud transformation has accelerated the growth of data. With more and more customers moving to the cloud, and with the rise of hybrid work, data usage has moved beyond the traditional borders of business. Data is now stored in multiple cloud environments, devices, and on-premises solutions, and it’s accessed from multiple locations, both within and outside of corporate networks. More than 90% of organizations use multiple cloud infrastructures, platforms, and services to run their business, adding complexity to securing all data.1 Microsoft Purview can help you secure and govern your entire data estate in this complex and changing environment.

As many of you look to AI transformation to drive the next wave of innovation, you now also need to account for data being both consumed and created by generative AI applications. The risks that come with implementing and deploying AI are not fully known, and it is only a matter of time before you start to see broader regulatory policies on AI. According to Gartner®, by 2027 at least one global company will see its AI deployment banned by a regulator for noncompliance with data protection or AI governance legislation.2 AI will be a catalyst for regulatory changes, and having secure and compliant AI will become fundamental.

With these trends converging all at once, securing and governing all your data is a complex and multifaceted undertaking. You need to secure and govern different types of data (structured, unstructured, and data generated by AI). You need to secure and govern it in different locations across multiple clouds, and you need to account for existing and future data security, governance, and AI regulations.

Most organizations experience an average of 59 data security incidents per year and use an average of 10 solutions to secure their data estate.1 This fragmented approach requires many of you to stitch together multiple tools to address data security and governance, which can lead to higher costs and difficulty in both procurement and management. The lack of integration between the disparate tools can cause unnecessary data transfers, duplicate copies of data, redundant alerts, siloed investigations, and exposure gaps that lead to new types of data risks and ultimately worse security outcomes.

A simpler approach: Microsoft Purview

To address these challenges, you need a simplified approach to data security, governance, and compliance that covers your entire data estate. Microsoft Purview is an integrated solution that helps you understand, secure, and manage your data—and delivers one unified experience for our customers.

With Microsoft Purview, you can:

  • Gain end-to-end visibility and understanding of your entire data estate, across on-premises, multicloud, and software as a service (SaaS) environments, and for structured, unstructured, and data created by generative AI applications.
  • Apply comprehensive data protection across your data estate, using AI-powered data classification technology, data maps, extensive audit logs and signals, and management experience.
  • Improve your risk and compliance posture with tools to identify data risk and manage regulatory requirements.

Microsoft Purview

Help keep your organization’s data safe with a range of solutions for unified data security, data governance, and risk and compliance management.

Security practitioner checking security posture while working from home.

What’s new in Microsoft Purview?

In this blog post, we will outline some of the exciting new capabilities for Microsoft Purview that we announced at Microsoft Ignite 2023.

Expanding data protection across the data estate

As we unveiled earlier this year, Microsoft Purview is expanding the sphere of protection across your entire data estate, including structured and unstructured data types. We are excited to share some of the next steps in that journey by providing you with:

  • A unified platform that enables you to discover, label, and classify data across various data sources, including Microsoft Fabric, Microsoft Azure, Amazon Web Services (AWS), and other cloud environments.
  • Consistent protections across structured and unstructured data types such as Azure SQL, Azure Data Lake Storage (ADLS), and Amazon S3 buckets.  
  • Expanded risk detections enabling signals from infrastructure clouds and third-party apps such as AWS, Box, DropBox, and GitHub.

With these capabilities, you can gain visibility across your data estate, apply consistent controls, and ensure that your data is protected and compliant across a larger digital landscape. For example, you can scan and label your data in Microsoft Azure SQL, Azure Data Lake Storage, and Amazon S3 buckets, and enforce policies that restrict access to sensitive data based on data labels or user roles from one control plane—just like you do for Microsoft 365 sources. Check out this short Microsoft Mechanics video covering an end-to-end scenario. To learn more, we invite you to read the “Expanding data protection” blog.

Securing AI with Microsoft Purview

We are committed to helping you protect and govern your data, no matter where it lives or travels. Building on this vision, Microsoft Purview enables you to protect your data across all generative AI applications—Microsoft Copilots, custom AI apps built by your organization, as well as more than 100 commonly used consumer AI apps such as OpenAI’s ChatGPT, Bard, Bing Chat, and more.3 We announced a set of capabilities in Microsoft Purview to help you secure your data as you leverage generative AI. Microsoft Purview will provide you with:

  • Comprehensive visibility into the usage of generative AI apps, including sensitive data usage in AI prompts and total number of users interacting with AI. To enable customers to get these insights, we announced preview of AI hub in Microsoft Purview.
  • Extensive protection with ready-to-use and customizable policies to prevent data loss in AI prompts and protect AI responses. Customers can now get additional data security capabilities such as sensitivity label citation and inheritance when interacting with Copilot for Microsoft 365 and prevent their users from pasting sensitive information in consumer generative AI applications.
  • Compliance controls to help detect business violations and easily meet regulatory requirements with compliance management capabilities for Copilot for Microsoft 365.

Copilot for Microsoft 365 is built on our security, compliance, privacy, and responsible AI framework, so it is enterprise ready. With these Microsoft Purview capabilities, you can strengthen the data security and compliance for Copilot. The protection and compliance capabilities for Copilot are generally available, and you can start using them today. To learn more, read the Securing AI with Microsoft Purview blog.

Supercharge security and compliance effectiveness with Microsoft Security Copilot in Microsoft Purview

Microsoft Purview capabilities for Microsoft Security Copilot are now available in preview. With these capabilities you can empower your security operations center (SOC) teams, your data security teams, and your compliance teams to address some of their biggest obstacles. Your SOC teams can use the standalone Security Copilot experience to analyze signals across Microsoft Defender, Microsoft Sentinel, Microsoft Intune, Microsoft Entra, and Microsoft Purview into a single pane of glass. Your data security and compliance teams can use the embedded experiences in Microsoft Purview for real-time analysis, summarization, and natural language search, for data security and compliance built directly into your investigation workflows.

Microsoft Purview capabilities in Security Copilot

To help your SOC team gain comprehensive insights across your security data, Microsoft Purview capabilities in Security Copilot will provide your team with data and user risk insights, identifying specific data assets that were targeted in an incident and users involved to understand an incident end to end. For example, in the case of a ransomware attack, you can leverage user risk insights to identify the source of the attack, such as a user visiting a website known to host malware, and then leverage data risk insights to understand which sensitive files that user has access to that may be held for ransom.

Security Copilot embedded in Microsoft Purview

We’ve also embedded Security Copilot into Microsoft Purview solutions to help with your data security and compliance scenarios. You can now leverage real-time guidance, summarization capabilities, and natural language support to catch what others miss, accelerate investigation, and strengthen your team’s expertise. Here’s where these capabilities will light up:

  • Summarize alerts in Microsoft Purview Data Loss Prevention: Investigations can be overwhelming for data security admins due to the large number of sources to analyze and varying policy rules. To help alleviate these challenges, Security Copilot is now natively embedded in Data Loss Prevention to provide a quick summary of alerts, including the source, attributed policy rules, and user risk insights from Microsoft Purview Insider Risk Management. This summary helps admins understand what sensitive data was leaked and associated user risk, providing a better starting point for further investigation. Learn more in our Microsoft Purview Data Loss Prevention announcement.
  • Summarize alerts in Microsoft Purview Insider Risk Management: Insider Risk Management provides comprehensive insights into risky user activities that may lead to potential data security incidents. To accelerate investigations, Security Copilot in Insider Risk Management summarizes alerts to provide context into user intent and timing of risky activities. These summaries enable admins to tailor investigations with specific dates in mind and quickly pinpoint sensitive files at risk. Learn more in our Microsoft Purview Insider Risk Management announcement.
  • Contextual summary of communications in Microsoft Purview Communication Compliance: Organizations are subject to regulatory obligations related to business communications, requiring compliance investigators to review lengthy communication violations. Security Copilot in Communication Compliance helps summarize alerts and highlights high-risk communications that may lead to a data security incident or business conduct violation. Contextual summaries help you evaluate the content against regulations or corporate policies, such as gifts and entertainment and stock manipulation violations. Learn more in our Microsoft Purview Communication Compliance announcement.
  • Contextual summary of documents in review sets in Microsoft Purview eDiscovery: Legal investigations can take hours, days, even weeks to sift through the list of evidence collected in review sets. This often requires costly resources like outside council to manually go through each document to determine the relevancy to the case. To help customers address this challenge, we are excited to introduce Security Copilot in eDiscovery. This powerful tool generates quick summaries of documents in a review set, helping you save time and conduct investigations more efficiently. Learn more in our Microsoft Purview eDiscovery announcement.
  • Natural language to keyword query language in eDiscovery: Search is a difficult and time-intensive workflow in eDiscovery investigations, traditionally requiring input of a query in keyword query language. Security Copilot in eDiscovery now offers natural language to keyword query language capabilities, allowing users to provide a search prompt in natural language to expedite the start of the search. This empowers analysts at all levels to conduct advanced investigations that would otherwise require keyword query language expertise. Learn more in our Microsoft Purview eDiscovery blog.

To learn more about Security Copilot and Microsoft Purview, read our Microsoft Security Copilot in Microsoft Purview blog.

Additional product updates

New Microsoft Purview Communications Compliance capabilities

Copilot for Microsoft 365 support introduces an advanced level of detection within Communication Compliance, allowing organizations to identify and flag risky communication, regardless of source. Investigative scenarios across various Microsoft applications, including Outlook, Microsoft Teams, and more, showcase the precision of this feature, identifying patterns, keywords, and sensitive information types. With additional features for policy creation and user privacy protection, administrators can also fine-tune their management strategy, ensuring secure, compliant, and respectful communications. Integration with Security Copilot further enhances data security and regulatory adherence, providing concise contextual summaries for swift investigation and remediation. Leveraging AI technology, Communication Compliance detects and categorizes content, prioritizing content that requires immediate attention. Reporting inappropriate content within Microsoft Viva Engage and ensuring compliance in Microsoft Teams meetings further strengthens the multilayered compliance defense. Stay ahead of compliance challenges and embrace these innovative features to secure, comply, and thrive in the digital age.

Learn more in our Microsoft Purview Communication Compliance announcement.

New to Information Protection in Microsoft Purview

As organizations prepare to use generative AI tools such as Copilot for Microsoft 365, leveraging Microsoft Purview Information Protection, discovery and labeling of sensitive data across the digital estate is now even more important than ever. New releases to Microsoft Purview Information Protection include intelligent advanced classification and labeling capabilities at an enterprise scale, contextual support for trainable classifiers that improve visibility into effectiveness and discoverability, better protection for important PDF files, secure collaboration on labeled and encrypted documents with user-defined permissions, as well support for Microsoft Fabric, Azure, and third-party clouds.

You can learn more about the new Information Protection capabilities in the Information Protection announcement.

New Microsoft Purview Data Loss Prevention capabilities

We are excited to announce a set of new capabilities in Microsoft Purview Data Loss Prevention (Purview DLP) that can help comprehensively protect your data and efficiently investigate DLP incidents. Our announcements can be grouped into three categories:

  • Efficient investigation: Capabilities that empower admins by making their everyday tasks easier, including enriching DLP alerts with user activity insights from Insider Risk Management, DLP analytics to help find the biggest risk and recommendations to finetune DLP policies, and more.
  • Strengthening protection: Capabilities that help protect numerous types of data and provide granular policy controls, including predicate consistency across workloads, enhancements to just-in-time protection for endpoints, support for optical character recognition (OCR), and performance improvements for DLP policy enforcements.
  • Expanding protection: Capabilities that extend your protection sphere to cover your diverse digital estate, including support for Windows on ARM and several enhancements to macOS endpoints.

Purview DLP is easy to turn on; protection is built into Microsoft 365 apps and services as well as endpoint devices running on Windows 10 and 11, eliminating the need to set up agents on endpoint devices. 

Learn more in our Microsoft Purview DLP blog.

New Microsoft Purview Insider Risk Management and Adaptive Protection capabilities

To secure data in diverse digital landscapes, including cloud environments and AI tools, detecting and mitigating data security risks arising from insiders is a pivotal responsibility. At Microsoft Ignite, we made a few exciting announcements for Insider Risk Management and Adaptive Protection: 

  • Intelligent detection across diverse digital estate: Insider Risk Management will now detect critical data security risks generated by insiders in AWS, Azure, and SaaS applications, including Box, Dropbox, Google Drive, and GitHub. Additionally, security teams can also gain visibility into AI usage with our new browsing to generative AI sites indicator.  
  • Adaptive data security from risk detection to response: User context can help security teams make better data security decisions. Security teams can now gain user activity summary when a potential DLP incident is detected in Microsoft Purview DLP and Microsoft Defender portal. With this update and Adaptive Protection, user risk context is available from DLP incident detection to response, making data security more effective. In addition, security teams can now leverage human resources resignation date to define risk levels for Adaptive Protection, addressing common incidents, such as potential data theft from departing employees.  
  • Streamlined admin experience for effective policies: To enable better policies management experience, Insider Risk Management will support admin units and provide recommended actions to fine tune policies and receive more high-fidelity alerts. 

Learn more details about all these announcements in our Microsoft Purview Insider Risk Management blog.  

Get started today

These latest announcements have been exciting additions to help you secure and govern your data, across your entire data estate in the era of AI. We invite you to learn more about Microsoft Purview and how it can empower you to protect and govern your data. Here are some resources to help you get started:

To learn more about Microsoft Security solutions, visit our website. Bookmark the Security blog to keep up with our expert coverage on security matters. Also, follow us on LinkedIn (Microsoft Security) and X (@MSFTSecurity) for the latest news and updates on cybersecurity.


1Microsoft Data Security Index: Trends, insights, and strategies to secure data, October 2023.

2Gartner, Security Leader’s Guide to Data Security, Andrew Bales. September 7, 2023.

3Microsoft sets new benchmark in AI data security with Purview upgrades, VentureBeat. November 13, 2023.

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

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Introducing Adaptive Protection in Microsoft Purview—People-centric data protection for a multiplatform world http://approjects.co.za/?big=en-us/security/blog/2023/02/06/introducing-adaptive-protection-in-microsoft-purview-people-centric-data-protection-for-a-multiplatform-world/ Mon, 06 Feb 2023 17:00:00 +0000 Learn how machine learning in Microsoft Purview enables people-centric data protection and saves your security teams time.

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At Microsoft, we never stop working to protect you and your data. If the evolving cyberattacks over the past three years have taught us anything, it’s that threat actors are both cunning and committed. At every level of your enterprise, attackers never stop looking for a way in. The massive increase in data—2.5 quintillion bytes generated daily—has only increased the level of risk around data security.1 Organizations need to make sure their information is safe from malicious attacks, inadvertent disclosure, or theft. During the third quarter of 2022, insider risks, including human error, accounted for almost 35 percent of unauthorized access incidents.2 But on the positive side, we’re seeing a growing awareness across all areas of organizations about the need to safeguard data as a precious resource.

Our customers have been clear in voicing their need for a unified, comprehensive solution for data security and management, one that’s as scalable as their business needs. In the Go Beyond Data Protection with Microsoft Purview digital event on February 7, 2023, Alym Rayani, General Manager of Compliance and Privacy Marketing at Microsoft, and I will discuss Microsoft’s approach to data security, including how to create a defense-in-depth approach to protect your organization’s data. We’ll also introduce some groundbreaking innovations for our Microsoft Purview product line—such as Adaptive Protection for data powered by machine learning—and invite new customers to sign up for a free trial. We remain guided by our core belief that security is a team sport. So in this blog, I’ll address how our newest innovations can help your team keep your data safe while empowering productivity and collaboration. We’ll also look at steps you can take to build a layered data security defense within your organization.

A new approach for a new data landscape

We’ve all seen how the ongoing shift to a hybrid and multicloud environment is changing how organizations collaborate and access data. Considering the massive amounts of data generated and stored today, it’s easy to see how this creates a business liability. More than 80 percent of organizations rate theft or loss of personal data and intellectual property as high-impact insider risks.3 Often the risk stems from organizations making do with one-size-fits-all, content-centric data-protection policies that end up creating alert noise. This signal overload leaves admins scrambling as they manually adjust policy scope and triage alerts to identify critical risks. Fine-tuning broad, static policies can become a never-ending project that overwhelms security teams. What’s needed is a more adaptive solution to help organizations address the most critical risks dynamically, efficiently prioritizing their limited security resources on the highest risks and minimizing the impact of potential data security incidents.

Venn diagram showing how Adaptive Protection optimizes data protection automatically by balancing content-centric controls and people-centric context.

Adaptive Protection in Microsoft Purview is the solution. This new capability, now in preview, leverages Insider Risk Management machine learning to understand how users are interacting with data, identify risky activities that may result in data security incidents, then automatically tailor Data Loss Prevention (DLP) controls based on the risk detected. With Adaptive Protection, DLP policies become dynamic, ensuring that the most effective policy—such as blocking data sharing—is applied only to high-risk users, while low-risk users can maintain their productivity. The result: your security operations team is now more efficient and empowered to do more with less.

Adaptive Protection in action

Let’s take a look at how Adaptive Protection can benefit your organization in everyday use. Imagine there’s a company named Contoso where Rebecca and Chris work together on a confidential project. Rebecca and Chris both try to print a file related to that project. Rebecca gets a policy tip to educate her that the file contains confidential information and that she will need to provide a business justification before printing. But when Chris tries to print the file, he gets blocked outright by Contoso’s endpoint DLP policy. 

So, why do Rebecca and Chris have different experiences? The security team at Contoso uses Adaptive Protection, which detected that Chris has a privileged admin role at Contoso, and he had previously taken a series of exfiltration actions that may result in potential data security incidents. As Chris’s risk level increased, a stricter DLP policy was automatically applied to him to help mitigate those risks and minimize potential negative data security impacts early on. On the other hand, Rebecca has only a moderate risk level, so Adaptive Protection can educate her on proper data-handling practices while not blocking her ability to collaborate. This also influences positive behavior changes and reduces organizational data risks. For both Rebecca and Chris, the policy controls constantly adjust. In this way, when a user’s risk level changes, an appropriate policy is dynamically applied to match the new risk level.

With Adaptive Protection, Contoso’s security team no longer needs to spend time painstakingly adding or removing users based on events, such as an employee leaving or working on a confidential project, to prevent data breaches. In this way, Adaptive Protection not only helps reduce the security team’s workload, but also makes DLP more effective by optimizing the policies continuously.

Chart showing how Adaptive Protection applies Data Loss Prevention policies dynamically based on users’ risk levels detected by Insider Risk Management.

Adaptive Protection in Microsoft Purview integrates the breadth of intelligence in Insider Risk Management with the depth of protection in DLP, empowering security teams to focus on building strategic data security initiatives and maturing their data security programs. Machine learning enables Adaptive Protection controls to automatically respond, so your organization can protect more (with less) while still maintaining workplace productivity. You can learn more about Adaptive Protection and watch the demo in this Microsoft Mechanics video.

Fortify your data security with a multilayered, cloud-scale approach

As I speak with customers, I continue to hear about their difficulties in managing a patchwork of data-governance solutions across a multicloud and multiplatform environment. Today’s hybrid workspaces require data to be accessed from a plethora of devices, apps, and services from around the world. With so many platforms and access points, it’s more critical than ever to have strong protections against data theft and leakage. For today’s environment, a defense-in-depth approach offers the best protection to fortify your data security. There are five components to this strategy, all of which can be enacted in whatever order suits your organization’s unique needs and possible regulatory requirements.

  1. Identify the data landscape: Before you can protect your sensitive data, you need to discover where it lives and how it’s accessed. That requires a solution that provides complete visibility into your entire data estate, whether on-premises, hybrid, or multicloud. Microsoft Purview offers a single pane of glass to view and manage your entire data estate from one place. As a unified solution, Microsoft Purview empowers you to easily create a holistic, up-to-date map of your data landscape with automated data discovery, sensitive data classification, and end-to-end data lineage. Now in preview are more than 300 new, ready-to-use trainable classifiers for source code discovery, along with 23 new pre-trained out-of-the-box trainable classifiers that cover core business categories, such as finance, operations, human resources, and more.
  2. Protect sensitive data: Along with creating a holistic map, you’ll need to protect your data—both at rest and in transit. That’s where accurately labeling and classifying your data comes into play, so you can gain insights into how it’s being accessed, stored, and shared. Accurately tracking data will help prevent it from falling prey to leaks and breaches. Microsoft Purview Information Protection includes built-in labeling and data protection for Microsoft 365 apps and other Microsoft services, including sensitivity labels for Outlook appointments, invites, and Microsoft Teams chats. Microsoft Purview Information Protection also empowers users to apply customized protection policies, such as rights management, encryption, and more.
  3. Manage risks: Even when your data is mapped and labeled appropriately, you’ll need to take into account user context around the data and activities that may result in potential data security incidents. As I noted earlier, internal threats accounted for almost 35 percent of unauthorized access breaches during the third quarter of 2022.2 The best approach to addressing insider risk is a holistic approach bringing together the right people, processes, training, and tools. Microsoft Purview Insider Risk Management leverages built-in machine learning models to help detect the most critical risks and provides enriched investigation tools to accelerate time to respond to potential data security incidents, such as data leaks and data theft. Recent updates include sequence detection starting with downloads from third-party sites and a new trend chart to show a user’s cumulative data exfiltration activities. And to help reduce noise and ensure safe and compliant communications, we’ve added a policy condition to exclude email blasts (such as bulk newsletters) from Microsoft Purview Communication Compliance policies.
  4. Prevent data loss: This includes unauthorized use of data. More than 85 percent of organizations do not feel confident they can detect and prevent the loss of sensitive data.4 An effective data loss protection solution needs to balance protection and productivity. It’s critical to ensure the proper access controls are in place and policies are set to prevent actions like improperly saving, storing, or printing sensitive data. Microsoft Purview Data Loss Prevention offers native, built-in protection against unauthorized data sharing, along with monitoring the use of sensitive data on endpoints, apps, and services. DLP controls can be extended to macOS endpoints, non-Microsoft apps through Microsoft Defender for Cloud apps, and to Google Chrome, providing comprehensive coverage across customers’ environments. We now also support in preview DLP controls in Firefox with the Microsoft Purview Extension for Firefox. And now with the general availability of the Microsoft Purview Data Loss Prevention migration assistant, you’re able to automatically detect your current policy configurations and create equivalent policies with minimal effort.
  5. Govern the data lifecycle: As data governance shifts toward business teams becoming stewards of their own data, it’s important that organizations create a unified approach across the enterprise. This kind of proactive lifecycle management leads to better data security and helps ensure that data is responsibly democratized for the user, where it can drive business value. Microsoft Purview Data Lifecycle Management can help accomplish this by providing a unified data-governance service that simplifies the management of your on-premises, multicloud, and software as a service (SaaS) data. Now in preview, simulation mode for retention labels will help you test and fine-tune automatic labeling before broad deployment.

And lastly, we’re making it easier for you to assess and monitor your compliance posture with integration between Microsoft Purview Compliance Manager and Microsoft Defender for Cloud. This new integration enables your security operations center to ingest any assessment in Defender for Cloud, simplifying your work by bringing together multiple services in a single pane of glass.

Data protection that keeps you moving forward fearlessly

Data is the oxygen of digital transformation. And in the same way that oxygen both sustains life and feeds a fire, each organization must strike a balance between ready access to data and securing its combustible elements. At Microsoft, we don’t believe your business should have to sacrifice productivity for greater data protection. This is where Adaptive Protection in Microsoft Purview excels—empowering your security operations center to efficiently safeguard sensitive data with the power of machine learning and cloud technology—without interfering with business processes. If you’re not already a Microsoft Purview customer, be sure to sign up for a free trial

Mark your calendar for Microsoft Secure on March 28, 2023, where you’ll hear about even more Microsoft Purview innovations. This new digital event will bring together customers, partners, and the defender community to learn and share comprehensive strategies across security, compliance, identity, management, and privacy. We’ll cover important topics such as the threat landscape, how Microsoft defends itself and its customers, the challenges security teams face daily, and the future of security innovation. Register now.

Learn more

To learn more about Microsoft Security solutions, visit our website. Bookmark the Security blog to keep up with our expert coverage on security matters. Also, follow us on LinkedIn (Microsoft Security) and Twitter (@MSFTSecurity) for the latest news and updates on cybersecurity.


1How Much Data Is Created Every Day in 2022? Jacquelyn Bulao. January 26, 2023.

2Insider threat peaks to highest level in Q3 2022, Maria Henriquez. November 2022.

3Build a Holistic Insider Risk Management Program, Microsoft. October 2022.

42021 Verizon Data Breach Report. 2021.

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Discover 5 lessons Microsoft has learned about compliance management http://approjects.co.za/?big=en-us/security/blog/2022/07/25/discover-5-lessons-microsoft-has-learned-about-compliance-management/ Mon, 25 Jul 2022 16:00:00 +0000 Just like our customers, Microsoft has been on a compliance journey. Here’s what we’ve learned about the most effective mindset and tools to manage compliance.

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Compliance management is a complex process—one that gets increasingly more complicated the larger an organization grows. Microsoft knows this firsthand, not only because of our experience providing Security and Compliance solutions to customers but also because of the global reach and responsibility for maintaining compliance with a hefty number of regional and industry-specific regulations. Another thing Microsoft has learned along this journey is that the route is significantly smoother with an inclusive mindset and digital tools to ease the way.

In the new world of hybrid work, regulatory compliance has become a board-level directive. Local and global regulations dictate how to manage, store, and transmit data, making compliance more critical than ever before. However, to adhere to these regulatory standards, risks need to be identified and mitigated, and data needs to be governed according to policy. Embarking on this journey will provide additional valuable outcomes, like:

  • Providing you with fast access to requested data in the event of an external or internal investigation or legal action.
  • Protecting company data as the workplace evolves is especially important given the growing use of personal devices for work and the increase in employees accessing company networks from outside the physical office for some or most of their week.
  • Acting as good stewards—Chief Information Security Officers (CISOs) feel a sense of duty to protect their employees, partners, and customers to the best of their ability.

Microsoft’s compliance journey has given us insights and best practices that we can share with other organizations determined to strengthen their compliance management practices. Planning for the unexpected events that inevitably occur means aligning your people, processes, and technology. Here are five things we’ve learned along our compliance path—and stories of what’s worked for customers.

Assess your compliance posture

It’s difficult, if not impossible, to know if you’re headed in the right direction without knowing your current position. So, where do you start? Compliance management has gone from a nice to have to a must-have for organizations, which have huge a incentive to strengthen their compliance management practices. Keeping track of all the regulations they’re responsible for, however, can be challenging, especially for those companies in regulated industries, like financial services or healthcare. Maintaining a good compliance posture can help you avoid penalties, negative publicity, fines, and financial losses. Given how quickly regulations change, this can be a big challenge. And manually tracking compliance issues in spreadsheets often isn’t sufficient. As a first step, we recommend assessing the current state of your compliance with a visual tool that helps measure where you are today, and allows you to track your collective progress over time.

Broaden your idea of compliance

When people hear the term “compliance,” many instantly think about regulatory compliance. Understandably so, because regulations like the California Consumer Protection Act (CCPA) and General Data Protection Regulation (GDPR) receive a lot of press and attention. But as mentioned earlier, compliance goes way beyond regulations.

Compliance management can even lead to innovation. Customers tell us they feel free to adapt the way they operate in response to customer trends. Visionary Wealth Advisors, a financial management firm in the United States, wanted to allow customers to communicate with the company via text messaging but needed to manage that data securely for compliance reasons. Visionary Wealth Advisors was able to maximize security and compliance with Microsoft Purview Data Lifecycle Management and CellTrust SL2.

“A central pain point is that the client doesn’t understand the regulatory environment that we operate in,” said Ryan Barke, Chief Compliance Officer and General Counsel, Visionary Wealth Advsiors. “They just want to communicate with their financial advisor, and the financial advisor wants to communicate with the client. We can have a policy that says, advisors, you’re prohibited from text messaging with your clients but we cannot control the other end of that communication.”

Involve everyone

Data breaches are accelerating—climbing 68 percent in 2021, costing an average of USD4.24 million each.1 Insider leaks of sensitive data, intellectual property (IP) theft, and fraud can all detrimentally impact a company. So, too, can regulatory violations, but CISOs may be so focused on data protection that data compliance doesn’t get as much attention. What we have learned on our journey is that compliance isn’t a CISO’s burden to bear alone. Multiple Microsoft executives were involved in meeting compliance regulations and obligations. People across Microsoft had to have a hand in compliance to drive the process.

Involving multiple leaders makes sense given how people throughout an organization will benefit from what strong compliance management makes possible. The City of Marion in Australia deployed Microsoft Purview Records Management to better manage the data collected from the 90 services it provides. As a result, city staff has become more engaged with the process of creating and handling information. They can organize themselves and their workflows in Microsoft Teams, set up SharePoint sites, create and link information, create their own Power BI reports, configure workflows, and connect varied information much easier.

“It helps our small team get lots of stuff done, and we don’t need to worry so much about compliance anymore,” said Karlheins Sohl, Information Management Team Leader, City of Marion. “We can trust the system to help take care of that, while we’re freed to focus on the quality of information and the service we provide to the City of Marion staff.”

Discover data and identify risks

In the event of legal action, a merger or acquisition, or an internal or external investigation, technology solutions can help you more efficiently find the relevant data you need. With the proliferation of data, that’s more important than ever.

The sheer volume of data can make this challenging. Technology solutions like Microsoft Purview eDiscovery can help you save time and money on tracking down data.

Through a solution like Microsoft Purview Communication Compliance, organizations can reduce risks related to regulatory compliance obligations.  

Simplify and automate compliance

Effective technology solutions have a wonderful way of simplifying complex processes—and often the workdays of those responsible for managing those processes. Multiple solution providers can complicate already challenging compliance processes and result in a fragmented, inefficient approach. Choosing a comprehensive solution, like Microsoft Purview, can help by continuously monitoring for compliance changes and automating the update process.

Texas-based Frost Bank must follow numerous banking regulations and employees recognize the importance of complying with them—“Compliance is like drinking coffee in the morning,” says Edward Contreras, CISO, Frost Bank. Keeping up with all of those regulations proved challenging before adopting Microsoft Purview Compliance Manager, which updates daily, adding at least 200 updates from more than 1,000 regulatory bodies and enabling the bank to create detailed reports for regulators and auditors.

“Compliance Manager took the mystery out of regulatory compliance for us,” said Glenn McClellan, Endpoint Architect, Frost Bank. “The solution provides improvement actions, excerpts from relevant regulations, and overall, made managing compliance really easy and actionable.”

Explore Microsoft Purview

Effective compliance and risk management are extremely important, and are possible. Microsoft is here to help if you’re looking to simplify your compliance management with technology solutions.

Microsoft Purview is a comprehensive set of compliance and risk management solutions that help organizations govern, protect, and manage data, and improve your company’s risk and compliance posture. These solutions include Microsoft Purview eDiscovery, which helps you discover, preserve, collect, process, cull, and analyze your data in one place; Microsoft Purview Compliance Manager, which helps you simplify compliance and reduce risk; and Microsoft Purview Communication Compliance, which helps foster compliant communications across corporate mediums. We’d love to offer support on your journey.

To learn more about Microsoft Security solutions, visit our website. Bookmark the Security blog to keep up with our expert coverage on security matters. Also, follow us at @MSFTSecurity for the latest news and updates on cybersecurity.


1Cost of a Data Breach Report 2021, Ponemon Institute, IBM. 2021.

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