Q3 has been relatively quiet for major Purview eDiscovery releases. The primary area that eDiscovery peers should watch is the steady integration of CoPilot generative AI and Loop content across the M365 suite. In response to a recent request, I did run fast tests to confirm that Teams meeting transcripts are searchable and seem to still be stored in hidden folders within the mailbox of the meeting organizer/channel. I have not been able to successfully export the large MP4 or actual transcript via Purview eDiscovery (Advanced), but this was just preliminary tests for an inquiry.
| Feature | Impact | eDJ | Description | Details | Tags – Product | Tags – Release phase | Release | Last Modified |
| 169083 | 3 | This has high potential value for internal ‘citizen developers’ and external partners to leverage automation through the API. | Microsoft Purview compliance portal: eDiscovery – App Permissions for Graph API | Now organizations who are automating eDiscovery workflows will be able to authenticate and execute workflows with an application based authentication method. | Microsoft Purview compliance portal | General Availability | 2024-06 | 2024-01-04 |
| 93269 | 4 | Since legal holds are the primary usage case for Purview eDiscovery customers, having hold reports and aggregated data could have high value depending on actual implementation. | Microsoft Purview compliance portal: eDiscovery (Premium) – Hold reports (U.S. Government clouds) | Out-of-the-box reports that contain information about all legal holds associated with eDiscovery cases in the Microsoft Purview compliance portal. Sort and filter your view based on various criteria and download the aggregated information for further analysis. | Microsoft Purview compliance portal | General Availability | 2024-03 | 2024-01-04 |
| 180170 | 3 | This improves the ability to have contractors, external firms or managed service providers managing large scale processing without granting them eDiscovery Administrator rights. | Microsoft Purview compliance portal: eDiscovery (Premium) Jobs report – access for eDiscovery Manager | The access to the Jobs Report in eDiscovery (Premium) will be extended to eDiscovery Managers. eD Managers will be able to view the tenant wide quota available and list of jobs in the cases they have access to. | Microsoft Purview compliance portal | General Availability, Preview | 2024-02 | 2023-12-15 |
| 124940 | 3 | See 171100. Expansion of automatic OCR on standard file types for higher search quality. | Microsoft Syntex: Optical Character Recognition in OneDrive and SharePoint supports multi-page PDF and TIFF files | Currently, OCR is available only for standalone Images. With this update image-only PDF and TIFF files in OneDrive and SharePoint will also benefit from OCR. | Microsoft Syntex | General Availability | 2023-12 | 2023-12-13 |
| 164191 | 5 | The combination of collaborative Teams meeting recordings and Loop meeting notes poses a challenge to eDiscovery/compliance teams. | Microsoft Stream: Collaborative notes in Teams meeting recordings | This feature enables users to view and edit collaborative meeting notes while watching Teams meeting recordings in Stream. Collaborative notes allow meeting attendees to co-create and collaborate on their meeting agenda, notes, and action items. Since Collaborative notes are a Loop component, it is always in sync regardless of how many places they live in. Assigned tasks in collaborative meeting notes automatically sync with To Do & Planner. | Microsoft Stream | General Availability, Targeted Release | 2023-11 | 2023-12-13 |
| 171100 | 3 | eDJ has not yet tested Purview search to affirm that SharePoint sites under hold or discovery searches will automatically include archived sites. Also archiving from OneDrive. | SharePoint: Microsoft 365 Archive for Sites | The feature enables you to save on costs of storage exceeding the quota limit by archiving the inactive sites in SharePoint. | SharePoint | General Availability, Preview | 2024-03 | 2023-12-12 |
| 124840 | 3 | Indeed, Copilot is slowly evolving and eDiscovery needs to understand how to differentiate GenAI vs. user content. | SharePoint: Copilot in SharePoint | Copilot in SharePoint combines the power of Large Language Models (LLMs), your data in the Microsoft Graph, and best practices to create engaging web content.? Use a brief prompt to generate custom sites and pages with content hierarchy, design, and sample content that aligns with user needs. And all within our existing commitments to data security and privacy in the enterprise. | SharePoint, Microsoft Copilot for Microsoft 365 | General Availability, Targeted Release, Targeted Release (Entire Organization), Targeted Release (Select People), Preview | 2024-03 | 2023-12-06 |
| 180191 | 3 | Many orgs have not yet tackled Loop OR GenAI content. Now you can put them together. | Microsoft 365 app: Copilot in Microsoft 365 Loop | Copilot in Loop helps you unlock the power of shared thinking—co-create, get up to speed, and stay in sync with your teammates. Now you can iterate with Copilot collaboratively as a team, co-create prompts, generate tables to help organize team projects, catch up where your teammates left off, summarize page content, and generate a recap for a teammate you’re handing work off to. | Microsoft Copilot for Microsoft 365, Microsoft 365 app | General Availability | 2023-11 | 2023-12-06 |
| 183498 | 3 | The behavior of inactive users (especially F3) added to holds is worth digging into. More to come. | Microsoft Purview compliance portal: eDiscovery (Premium) – Identify OneDrive site associated with an inactive mailbox for Custodians | When adding a Custodian in an eDiscovery (Premium) case, the OneDrive site associated with an inactive mailbox will now be auto populated to be created as a data source. This feature will be available for Custodians added through the Ux only. | Microsoft Purview compliance portal | General Availability | 2023-11 | 2023-12-06 |
Greg Buckles wants your feedback, questions or project inquiries at Greg@eDJGroupInc.com. Book 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.
