327 Updates – 202 in development – 34 rolling out – 83 launched

The new Purview eDiscovery portal has rolled out to some tenants in preview mode. The Purview PM team briefed me on it back at LegalWeek and it finally arrived at my test tenant this week. They have definitely gone for a simplified workflow and ‘eliminated’ the Collection searches. Unfortunately, legal holds are not yet present in my version, so there is a lot left to do before the impending end of year decommissioning of the classic UI. I will be publishing a new blog and Geek Guide on the new portal asap. For now, do not panic when you cannot find your ‘All sites’ options! They are now a pull down when you click in the search field. Per the roadmap entries below and at the permanent table here, the have surfaced a lot more metadata and even generated property fields that may be useful for items in the review set. You have a LOT more options when promoting a search to review set (i.e. making a copy and reprocessing for advanced indexing, OCR and ‘analytics’). There are also a lot of new export options that are worth testing. My initial tests had a lot of issues, but I will withhold substantial comments until I have replicated testing in a client tenant (upcoming project!).

Feature ID Impact eDJ Description Details Status More Info Tags – Product Tags – Release phase Tags – Platform Tags – Cloud instance Added to Roadmap Last Modified Preview Release Published
85,617 5 ALERT – it appears that currently items encrypted via label cannot be searched. These would be in the ‘unindexed results’ that can be exported or reported. It is unknown if these files are automatically decrypted/indexed when added to an eDiscovery Premiu Microsoft Purview compliance portal: Information Protection – | PDF files encrypted with sensitivity label can be searched and eDiscovered With this update, PDF files with sensitivity label (and encryption) can be reasoned over in SharePoint Online, searched, or eDiscovered. Additionally, labels can be applied to the existin Launched Microsoft Purview compliance portal Preview, General Availability Web Worldwide (Standard Multi-Tenant) 2021/09/14 7/10/2024 2023/06/01 11/1/2023 2024/09/03
383,744 5 The new eDiscovery portal is rolling out the preview. It is not complete, but it does change some major workflow steps. More to come in the Geek Guides. Microsoft Purview compliance portal: Modern eDiscovery in new Microsoft Purview Portal Introducing a modernized user interface for key eDiscovery workflows, with simplified creation for cases, searches, and holds. Enhanced data source management allows for easy mapping of all data locations for users, groups, or Teams, with the ability to q In development Microsoft Purview compliance portal General Availability, Preview Web GCC, Worldwide (Standard Multi-Tenant), GCC High, DoD 2024/02/22 8/6/2024 2024/07/01 10/1/2024 2024/09/03
410,770 4 Another content source to watch SharePoint: Microsoft Lists – Add attachments to forms Users will be able to add attachment fields to enhance their list forms. This feature allows users to upload files directly to the form, providing additional context or necessary documentation. In development SharePoint General Availability Web GCC, GCC High, DoD, Worldwide (Standard Multi-Tenant) 2024/08/09 8/9/2024 11/1/2024 2024/09/03
124,840 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.  Get assistance drafting your content when creating new pages. Adjust the tone, expand meeting b Rolling out SharePoint, Microsoft Copilot (Microsoft 365) General Availability, Targeted Release, Preview Web Worldwide (Standard Multi-Tenant) 2023/05/02 8/6/2024 2024/07/01 8/1/2024 2024/09/03
169,083 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. In development Microsoft Purview compliance portal General Availability Web GCC, DoD, GCC High 2023/09/20 8/6/2024 1/1/2025 2024/09/03
180,170 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. Launched Microsoft Purview compliance portal General Availability, Preview Web GCC, GCC High, DoD, Worldwide (Standard Multi-Tenant) 2023/10/26 8/1/2024 2024/01/01 1/1/2024 2024/09/03
381,452 3 There are many scenarios where search by MSGID would add value. I would hope that Sensitivity Label is a metadata facet available in review for segregation of exports.NOTE: Since accessing this in preview it has a lot of new potential fields and propertie Microsoft Purview compliance portal: eDiscovery – Enhancements to available metadata for search and collection queries Now eDiscovery admins can use additional metadata to search and collect content within their organization. The additional metadata that will be added for support will include message ID, sensitivity label and more to help enable additional flexibility of In development Microsoft Purview compliance portal Preview, General Availability Web Worldwide (Standard Multi-Tenant) 2024/02/06 8/1/2024 2024/07/01 10/1/2024 2024/09/03
399,550 3 Planner content is likely to be relevant to many disputes when it is used to manage projects. Microsoft Planner: eDiscovery Support for Microsoft Planner Conduct a content search for eDiscovery and legal hold on Planner tasks in Microsoft Purview. The Planner data available for eDiscovery includes tasks shared with groups, along with the comments and attachments associated with those tasks. Launched Microsoft Purview compliance portal, Planner Preview, General Availability Web Worldwide (Standard Multi-Tenant) 2024/06/12 7/16/2024 7/1/2024 2024/09/03
411,573 3 Recap content is likely to be requested in matters involving meeting decisions. It will be critical to mark Copilot generated meeting notes or have a mature workflow to ensure that erroneous notes to not come back to haunt corporations. Microsoft Teams: Intelligent recap support for ad-hoc meetings and calls Intelligent recap is available for ad-hoc meetings and calls, like those started from ‘Meet now’ and started from chat. Now, Teams Premium and Copilot for Microsoft 365 licensed users can easily browse the recording by speakers and topics, as well as acce In development Microsoft Teams General Availability, Targeted Release Web, Desktop, Android, Mac, iOS Worldwide (Standard Multi-Tenant), GCC 2024/08/15 8/16/2024 10/1/2024 2024/09/03
145,797 2 Opportunity for integration partners with registered apps to run workflows in Purview eDiscovery. Or to at least create an on-premise record for platform activities. Microsoft Purview compliance portal: eDiscovery (Premium) – 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. In development Microsoft Purview compliance portal General Availability, Preview Web Worldwide (Standard Multi-Tenant) 2023/06/30 8/6/2024 2024/12/01 1/1/2025 2024/09/03
164,864 2 Big improvement on scopes of auto-applied retention labels. eDiscovery teams should be leveraging smart retentions/sensitivity labels in content. Microsoft Purview compliance portal: Data Lifecycle Management – Support for static and adaptive policy scopes for auto-apply retention labels targeting SITs in Exchange Auto-apply retention labels targeting sensitive information types in Exchange will now support static include/exclude and adaptive policy scopes. Previously admins could only target all Exchange mailboxes. Launched Microsoft Purview compliance portal General Availability Web GCC High, DoD, GCC 2023/08/16 8/6/2024 5/1/2024 2024/09/03
169,212 2 These kinds of compliance classifiers can enhance Purview search results in investigation and discovery scenarios. Will have to see if the tags can be used for Purview search, rules or exported with result sets. Microsoft Purview compliance portal: Communication Compliance – Advanced trainable classifiers to detect workplace safety scenarios New detections are being added to Communication Compliance that enables you to build safer online environments by detecting potential hate and violence then assigning severity scores to unsafe text across languages. These classifiers are built using large In development Microsoft Purview compliance portal General Availability Web GCC, DoD, GCC High 2023/09/06 8/15/2024 6/1/2025 2024/09/03
181,617 2 Although Form content in SP/Teams has not been a high priority ESI type, this addresses a gap in collection and review for scenarios that focus on Form related content. Microsoft Purview compliance portal: eDiscovery Premium-Enhancements to eDiscovery experience for Microsoft Forms content Now admins can search for Microsoft Forms content specifically within their collections, see the full metadata associated to those items including the Form title, and review both the original Form and responses to the Form as related items within bot Launched Microsoft Purview compliance portal Preview, General Availability Web Worldwide (Standard Multi-Tenant) 2023/10/30 8/12/2024 2023/12/01 5/1/2024 2024/09/03
88,816 1 Potential to add automated migration, legal approval or scope check to held content Microsoft Purview compliance portal: Data Lifecycle Management – Power Automate integration Initiate a Power Automate workflow when the item reaches the end of its retention period. For example, execute a complex disposition approval process or move the file to an archive.</span Launched Microsoft Purview compliance portal General Availability, Preview Web Worldwide (Standard Multi-Tenant) 2022/03/03 7/11/2024 2022/09/01 10/1/2023 2024/09/03
117,394 1 Although whiteboards are typically a low value ESI type, any migration of content can impact preservation requirements. Whiteboard: Existing Azure Board Migration This feature will migrate boards that exist in your tenant’s Azure storage to OneDrive for Business storage. More information will follow as we near release. In development Whiteboard General Availability Web, Desktop Worldwide (Standard Multi-Tenant) 2023/02/09 7/9/2024 12/1/2024 2024/09/03
160,008 1 Ability to protect and flag image/PDF content by OCR on windows endpoint devices. A possible scenario would be detection of an insider working around filters by printing sensitive content to image before exporting. Microsoft Purview compliance portal: Data Loss Prevention – Optical character recognition (OCR) support for endpoint Optical character recognition (OCR) support will detect sensitive content in images and subsequently apply data loss prevention (DLP) policies to prevent exfiltration of that sensitive data on your Windows endpoint devices. This release supports key In development Microsoft Purview compliance portal General Availability Web GCC High, DoD, GCC 2023/08/04 8/7/2024 11/1/2024 2024/09/03
398,708 1 Emojis and other chat reactions are still not searchable via Purview eDiscovery. However, the new HTML 21 hour thread format does show them in export. Microsoft Viva: Emoji picker in Viva Engage Enhance your posts in Viva Engage with the integrated emoji picker. No need to memorize shortcuts; just click the emoji icon in the command bar to express yourself with ease. In development Microsoft Viva General Availability Web, Teams and Surface Devices Worldwide (Standard Multi-Tenant) 2024/05/31 8/26/2024 10/1/2024 2024/09/03

Showing 1 to 17 of 17 entries (filtered from 2,828 total entries)

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