Microsoft is literally changing the M365 architecture in flight. Copilot functionality is being woven into every aspect of the user experience. As always, innovation seems to outpace discovery and compliance requirements, though the focus on security seems to be helping with controls, monitoring and access. Differentiating between custodial and Copilot generated ESI is a key challenge for corporate legal managing risk. Luckily, the incidents of AI hallucination have rapidly declined as the quality of the product has improved.
Q2 – Microsoft Roadmap Changes: 889 New Features: 399
As an experiment, I have had Copilot expand my recent eDiscovery Impact M365 Roadmap entries with short recommendations based on my collective work product to minimize the risk and impact of each new feature that I have flagged for eDiscovery impact. I have not reviewed or validated these recommendations, so it is up to you to ‘trust but verify’ before use.
Recommendations by Impact Level:
| Impact | Count | Focus |
| 5 (Critical) | 20 | ALERT-level items requiring immediate action (e.g., new Purview Portal deadline, Recycle Bin hold requirements, Loop as default hold target) |
| 4 (High) | 25 | High-priority workflow changes (e.g., Hold reports, CMK encryption, Query builder, Export APIs) |
| 3 (Medium) | 45 | Process updates (e.g., Teams individual message export, Loop components, OCR capabilities) |
| 2 (Moderate) | 50 | Policy reviews and monitoring (e.g., Copilot content, whiteboard attribution, external sharing) |
| 1 (Low) | 34 | Awareness items (e.g., Power Automate integration, local attachment folders) |
Recommendation Content Focus: Each recommendation addresses the eDJ note context and provides:
- Assessment guidance – What to test or evaluate
- Policy/workflow updates – What SOPs or procedures to modify
- Documentation requirements – What to add to data maps, specifications, or training
- Coordination needs – Who to involve (IT, compliance, records management, etc.)
Sample High-Impact Recommendations:
- Row 1896 (Impact 5): “Prioritize testing of new Purview Portal against current eDiscovery workflows before legacy UI retirement…”
- Row 4289 (Impact 5): “ALERT: Place SharePoint/OneDrive sites on hold to ensure Recycle Bin items are searchable and preserved…”
- Row 2465 (Impact 5): “Add Loop personal workspace as a default hold target alongside OneDrive and user mailbox…”
Q2 Features with Impact:
| Feature | Description | Impact | eDJ Notes | Copilot Recommendation* | Details | Tags – Product | Tags – Release phase | Release | Last Modified | Published |
| 565866 | Microsoft Purview: Data Lifecycle Management – Retention capabilities based on files Last Accessed in OneDrive and SharePoint | 5 | This is a long standing feature to comply with many retention classes based on when project or item becomes inactive. | Assess current retention policies against inactive project requirements. Update retention labels to leverage last-accessed triggers for compliance. Train records management on new policy configuration options. Document policy changes for audit trail. | Ability to apply Retention labels and policies to items on OneDrive and SharePoint based on when the items were last accessed by an user. | Microsoft Purview | General Availability | 2026-08 | 2026-06-15 | 2026/06/07 |
| 565373 | Microsoft Purview: eDiscovery – CMK (Customer managed key) for eDiscovery direct export | 4 | Yet another security control to empower corporate legal teams to secure their collections and transfers. | Evaluate CMK implementation for export workflows requiring enhanced security. Update eDiscovery protocols to include CMK key management procedures. Coordinate with IT Security on key rotation and access controls. Document CMK usage in data handling policies. | This release of eDiscovery features the implementation of customer-managed key (CMK) options, allowing users to manage their own encryption keys for the data included in the direct export workflow in eDiscovery, adding to the Microsoft-managed encryption already in place. | Microsoft Purview | General Availability | 2026-10 | 2026-06-18 | 2026/06/07 |
| 565372 | Microsoft Purview: eDiscovery – Advanced Review Set Explorer | 5 | Hopefully, this will support early case assessment and scoping within known relevant searches. My only concern is tenant license and configureation dependencies. | Verify tenant licensing supports Advanced Review Set Explorer functionality. Train eDiscovery teams on Kusto query capabilities for early case assessment. Test configuration dependencies before production use. Develop standard queries for common review scenarios. | The Advanced Review Set Explorer empowers reviewers to harness the power of real-time big data analytics on their review set data. This tool enhances data analysis by offering insights such as identifying top item types, spotting patterns, and trends within the review set. Reviewers can utilize powerful Kusto query constructs like complex filtering, pattern-based text extraction, and data format parsing to analyze and find key information specific to their case or organization. The results can then be visualized using various flexible charting solutions, providing a comprehensive understanding of the data’s story. | Microsoft Purview | General Availability | 2026-08 | 2026-06-09 | 2026/06/07 |
| 565222 | Microsoft Purview: eDiscovery – In-product diagnostics to troubleshoot common challenges | 1 | This one may be my fault during recent permission testing trying to set up secured workspace. More feedback so that others do not struggle to understand back end rules. | Use new diagnostics to document and troubleshoot permission configurations. Create runbooks for common eDiscovery setup challenges. Share diagnostic insights with IT to prevent recurring issues. Update workspace setup documentation with lessons learned. | Self-service diagnostics help identify common issues with case permissions, security filters, and policy status. The experience highlights potential misconfigurations and provides simple guidance to help customers understand and resolve them. This brings basic troubleshooting into the product and helps eDiscovery admins overcome common challenges. | Microsoft Purview | General Availability, Preview | 2026-09 | 2026-06-05 | 2026/06/07 |
| 561492 | Microsoft Purview: eDiscovery – Enhancement of Loop and Copilot Pages in Review and Export | 3 | Good to see Loop and Copilot pages being indexed and HTML format export. Just another pressure to process all exports via Review Set vs. direct search export. | Update collection workflows to route Loop and Copilot pages through Review Sets for full searchability. Standardize on Review Set exports over direct search exports for these content types. Train teams on HTML export format handling. Update processing vendor specifications. | Improves eDiscovery workflows for Loop and Copilot pages by enabling full indexing of page content for keyword search within review sets and adding HTML format support for export from search. | Microsoft Purview | General Availability | 2026-06 | 2026-06-12 | 2026/06/07 |
| 542930 | Microsoft Purview: Data Security Investigations-Introducing new purge mitigation action | 1 | Legal should test whether purges impact content under legal hold and ensure appropriate workflow, authorization and logging of purges. | Test purge actions against content under legal hold to confirm protection. Establish approval workflows with legal sign-off for any purge operations. Implement logging and audit requirements for all purge actions. Update information governance policies to address purge scenarios. | A new Data Security Investigations (DSI) mitigation action, purge, is now available to help admins quickly and efficiently delete sensitive or overshared content during investigations, within the product UX. This addition works alongside DSI’s AI-powered content analysis features, such as categorization, AI search, and examination for risk, which help surface data security risks buried in data. | Microsoft Purview | General Availability, Preview | 2026-03 | 2026-03-03 | 2026/06/07 |
| 547831 | Microsoft Copilot (Microsoft 365): Enable watermarks for AI-generated content for M365 Copilot | 4 | Strongly recommend consideration of embedded watermarks. Legal should determine how these watermarks can be surfaced in search, processing and review. | Enable AI content watermarking in tenant settings for authenticity tracking. Work with eDiscovery vendors to surface watermarks in processing and review workflows. Update custodian questionnaires to include AI-generated content. Document watermark handling procedures. | Add watermarks for AI-generated video, audio, and image gen content. | Microsoft Clipchamp, Microsoft Copilot (Microsoft 365) | General Availability | 2026-02 | 2026-04-28 | 2026/06/07 |
| 498640 | Microsoft Copilot (Microsoft 365): Capture voice notes in the Microsoft 365 Copilot mobile app | 2 | Another potential custodial data type and target location for preservation and collection | Add Copilot voice notes to custodian data source questionnaires. Include mobile Copilot locations in preservation scope assessments. Test collection capabilities for voice note content. Update data maps to reflect this new ESI source. | With a Microsoft 365 Copilot license, transform offline discussions into structured, actionable, and searchable content with voice notes in Copilot. | Microsoft 365, Microsoft Copilot (Microsoft 365) | General Availability, Preview | 2026-08 | 2026-06-05 | 2026/06/07 |
| 566318 | Microsoft 365 app: New Copilot Notebooks design in the Microsoft 365 Copilot App (iOS) | 3 | Copilot Notebooks are a key potential custodial data source that I expect plaintiffs to target. | Add Copilot Notebooks to standard custodian questionnaire and interview protocols. Include Notebooks in preservation notices and legal hold scope. Test Purview collection capabilities for Notebook content. Monitor Microsoft updates on Notebooks discoverability. | Copilot Notebooks in the Microsoft 365 Copilot app (iOS) now lets users organize related chats, output creations, and references into a persistent AI workspace. Copilot uses the Notebook’s accumulated context to ground responses, so work continues across sessions instead of starting over each time. | Microsoft 365 app | General Availability | 2026-08 | 2026-06-26 | 2026/06/07 |
| 557682 | SharePoint: Entra B2B integration for external sharing in OneDrive & SharePoint | 1 | This could balloon the number of external user accounts in your tenant, which become potential discovery targets. | Review external sharing policies to manage B2B guest account proliferation. Implement periodic guest account audits to identify discovery-relevant externals. Update data maps to track guest account data locations. Consider access reviews for external collaborators. | OneDrive and SharePoint will use Microsoft Entra B2B as the invitation and authentication method for external users, replacing the legacy SharePoint One Time Passcode (SPO OTP) experience. External sharing will automatically create B2B guest accounts in your directory, delivering consistent external collaboration across Microsoft 365, stronger guest identity management, and modern security aligned with Microsoft Entra standards. | OneDrive, SharePoint | General Availability, Preview, Targeted Release | 2026-04 | 2026-03-25 | 2026/06/07 |
| 559481 | OneDrive: Discover Copilot actions in File Preview | 1 | Knowing how Copilot summaries are generated and stored automatically on file opening, I am betting that these previews are now generated and stored automatically for system efficiency. | Test whether Copilot file previews create stored summaries that may be discoverable. Include auto-generated preview content in ESI scope assessments. Update data maps if previews are confirmed as separate stored content. Monitor Microsoft guidance on preview data retention. | See what Copilot can do the moment you preview a file in OneDrive or SharePoint. Ready-to-use prompts appear alongside the Copilot button, helping you summarize documents, generate FAQs, and more — all without writing a single prompt. | OneDrive, SharePoint | General Availability | 2026-04 | 2026-05-04 | 2026/06/07 |
| 558286 | Microsoft Teams: Intelligent meeting recap available without saving transcript | 3 | Ability to save AI generated meeting Recap notes without transcript means that there is no clear record to debunk AI halucinations, misinterpretations or errors. | Establish tenant policy requiring transcript retention alongside AI recaps to preserve source records. Train meeting organizers on compliance implications of recap-only retention. Document policy rationale for potential authentication challenges. Consider blocking recap-without-transcript option. | Intelligent recap can now be generated without retaining a transcript after the meeting. Meeting organizers can choose this setting from the meeting options before the meeting, or organizers and eligible participants can enable it during the meeting. After the meeting, the AI Summary will be available, but other elements of the recap may not be available (Chapters, Topics, Mentions, Audio recap). | Microsoft Teams, Microsoft Copilot (Microsoft 365) | General Availability, Targeted Release | 2026-08 | 2026-06-10 | 2026/06/07 |
| 558343 | Microsoft Purview: Data Lifecycle Management– Hard delete capability for OneDrive and SharePoint through secure priority cleanup workflows | 3 | Any process that defaults to a hard deletion for ‘cleanup’ should be evaluated for potential conflict with compliance/legal preservation windows. | Review hard delete workflows against existing legal holds and retention requirements. Implement approval gates requiring legal review before hard delete policy activation. Configure alerts for hard delete policy changes. Document exceptions process for compliance conflicts. | Ability to select hard delete configuration for a Priority cleanup policy for OneDrive and SharePoint content and skip recycle bins. | Microsoft Purview | General Availability, Preview | 2026-09 | 2026-06-10 | 2026/06/07 |
| 558933 | Microsoft Teams: AI-generated meeting archive for knowledge retention | 5 | A new potential centralized source of AI meeting notes that can outlive transcript/recording retention period. | Assess AI meeting archive retention settings against litigation hold requirements. Include AI archives in preservation scope and legal hold workflows. Coordinate archive retention periods with transcript/recording retention. Test Purview access to archived meeting content. | Admins can enable a tenant-wide policy that allows Copilot (and Facilitator) to retain key insights from meetings beyond transcript retention periods. This enables Copilot to continue answering questions about past meetings even after transcripts expire. Admins can also configure how long this AI-generated meeting archive is stored. | Microsoft Teams, Microsoft Copilot (Microsoft 365) | General Availability, Targeted Release | 2026-08 | 2026-06-12 | 2026/06/07 |
| 559606 | Microsoft Teams: Sharing recap access | 3 | This expands the potential meeting participants that may have edited, saved, screenshotted or otherwise retain meeting recap. | Update custodian interview questions to identify recap sharing recipients. Expand preservation scope to include users granted recap access. Document recap sharing as potential data proliferation risk. Test collection of shared recap content from recipient accounts. | Recording and transcript owners can now grant recording and transcript access to specified people when copying or sharing recap link, and the specified people can access the recap without having to request access. | Microsoft Teams, Microsoft Copilot (Microsoft 365) | General Availability, Targeted Release | 2026-05 | 2026-05-26 | 2026/06/07 |
| 560318 | Microsoft Teams: AI-powered notes for in-person meetings with Facilitator in Teams Rooms on Windows | 5 | Teams Recap is extended to hybrid/in-person meetings with Facilitator agent. This expands the potential high value AI created meeting content to preserve and collect (which is still not Purview accessible). | Include Facilitator agent notes in preservation and collection scope for in-person meetings. Test Purview accessibility for Facilitator-generated content. Update legal hold notices to cover AI meeting notes. Monitor Microsoft updates on Facilitator data governance integration. | In addition to capturing real-time notes and meeting outcomes during scheduled or hybrid meetings, the Facilitator agent assists you with notes, decisions and actions for in-person meetings in Teams Rooms on Windows. Simply invite Facilitator with one tap of the room console. Meeting notes appear on the front of room display or touch board, are available via meeting recap when shared, and deleted if no one selected. Rest assured no data remains in the room. Available with Teams Rooms Pro. | Microsoft Copilot (Microsoft 365), Microsoft Teams | General Availability | 2026-08 | 2026-07-01 | 2026/06/07 |
| 559110 | Microsoft Copilot (Microsoft 365): Find meetings based on topics and keywords | 3 | It will be interesting to see if this same Copilot topic search surfaces in Purview eDiscovery. | Test whether Copilot topic search capabilities extend to Purview eDiscovery. If available, leverage topic search for investigation scoping. Update search methodology documentation. Track Microsoft roadmap for search feature parity. | Copilot will be able to find meetings based on topics or keywords from relevant data like meeting body, chat and transcription. | Microsoft Copilot (Microsoft 365) | General Availability | 2026-06 | 2026-04-10 | 2026/06/07 |
| 560322 | Microsoft Purview: eDiscovery – review set limit increase | 2 | The 20 set limit was annoying for managing extended scoping and collection iterations. 100 sets is a much more practical limit. | Update case management workflows to leverage expanded 100 review set limit. Revise collection and processing procedures for extended scoping iterations. Train eDiscovery teams on optimal review set organization strategies. Document best practices for multi-set case management. | Review set limit per case is increased from 20 per case to 100 per case. | Microsoft Purview | General Availability | 2026-05 | 2026-05-01 | 2026/06/0 |
Greg Buckles wants your feedback, questions or project inquiries at Greg@eDJGroupInc.com. Reach out for a free 15 minute ‘Good Karma’ call if he has availability. He solves problems and creates eDiscovery solutions for enterprise and law firm clients.
Greg’s blog perspectives are personal opinions and should not be interpreted as a professional judgment or advice. Greg is no longer an investigative journalist and all perspectives are based on best public information. Blog content is neither approved nor reviewed by any providers prior to being published. Do you want to share your own perspective? Greg is looking for practical, professional informative perspectives free of marketing fluff, hidden agendas or personal/product bias. Outside blogs will clearly indicate the author, company and any relevant affiliations.
Greg’s latest nature, art and diving photographs on Instagram.
