With 1784 updates to the Microsoft Roadmap, March seems to have had an ‘update your release dates’ mandate to the PM teams. We did have 253 actual new additions that seem to be focused on the new eDiscovery Portal, expanding CoPilot integrations, new IRM controls and more. There are a LOT of date and content updates to Purview eDiscovery items, so it is worth revisiting them.
I want to call your attention to 458766- Efficient Review with Advanced Minimization Algorithms and 484086- Advanced Review Set Query Editor. These feel like the first real development investments in the Purview eDiscovery review UX in a long time. It is interesting how many Microsoft review partners have positioned themselves alongside Purview as a simple hold/collection tool. These roadmap features could be interpreted as Microsoft wanting to take back review.
| Feature | Impact | eDJ | Description | Details | Tags – Product | Tags – Release phase | Release | Last Modified | Published |
| 171751 | 4 | Potential high value for corporate legal teams in scoping legal holds and discovery request terms. | Microsoft Purview compliance portal: eDiscovery – Review set query report | Within a review set, generate and download a hit-by-term report on a KQL query. Quickly see the count and volume of the items hit on a particular keyword or a list of compound queries. | Microsoft Purview compliance portal | General Availability, Preview | 7/1/2025 | 3/26/2025 | 2025/07/04 |
| 482558 | 3 | I believe that these are all part of the new eDiscovery Hub UX that has been rolling out to tenants since Q4 2024 | Microsoft Purview compliance portal: Modern eDiscovery enhancements | We are introducing several enhancements to the eDiscovery modernized user interface. These updates include a comprehensive case-level data source view, the ability to retry failed locations for a more complete search statistics estimate, and the capability to view process reports across all cases. Users will also be able to duplicate search and copy search from hold or hold from search within the same case, reusing the data sources and queries. Additionally, customers will be able to access a more comprehensive reporting in all process reports including information like compliance boundary, encryption settings and more. | Microsoft Purview compliance portal | General Availability | 3/1/2025 | 3/26/2025 | 2025/07/04 |
| 383744 | 5 | The new Portal is available in Preview mode in many/most tenants already. Given that they plan to end of life the current UI end of year, this puts pressure on companies to test and adapt their workflows. | 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 query location changes and frequent collaborator mapping. New search features include the ability to conduct precise searches using identifier (message ID), sensitivity labels, audit log, or evidence file. View key search statistics trends, including top data sources, sensitive information types, and content types. Long-running processes such as add to review and export now provide full visibility on progress and ETA, with detailed reporting on settings, query input, and item-level location reporting upon completion. | Microsoft Purview compliance portal | General Availability, Preview | 2/1/2025 | 3/21/2025 | 2025/07/04 |
| 468282 | 4 | For any new M365 tenants (say after M&A) the default meeting transcription policy is now to allow users to create transcripts. | Microsoft Teams: Default enable transcription policy for new tenants for Teams meetings | We are updating the default policy for Transcription in Teams meetings from ΓÇ£offΓÇ¥ to ΓÇ£onΓÇ¥ for any new tenant. This change doesnΓÇÖt mean that every meeting will automatically have transcription enabled, but it will allow users to turn on transcription if needed. This update applies only to Teams meetings and does not affect transcription policies for calls. This adjustment aligns the default Transcription policy with that of Recording, supporting broader adoption of Transcription and all AI features. | Microsoft Teams | General Availability | 2/1/2025 | 3/21/2025 | 2025/07/04 |
| 485766 | 4 | It will be interesting to see how the Purview team approaches this. I assume that is will be CoPilot license dependant. | Microsoft Purview compliance portal: eDiscovery – Efficient Review with Advanced Minimization Algorithms | Sophisticated algorithms analyze the review set and pick out the best set of documents to review while hiding redundant information. A new analytics relationship view and detailed reports for each analytic run through the new unified reporting format allow you to have confidence in the results. The analytical information is available in both our new insights experience and export load files, allowing you to easily adopt this efficiency boost into any workflow. | Microsoft Purview compliance portal | General Availability, Preview | 9/1/2025 | 3/20/2025 | 2025/07/04 |
| 467254 | 3 | Finally getting capability to set mass default sensitivity labels based on SharePoint library locations vs. older policy scopes. | Microsoft Purview compliance portal: Information Protection – SharePoint Online extends library permissions to downloaded files. | This new capability ties together SharePoint Online library permissions with Purview sensitivity labeling and protection. SharePoint Online document library owners can set a label on the library, automatically applying that label to all unprotected and unlabeled Word, Excel, PowerPoint, and PDF files at rest in the target library. This simplifies labeling in bulk across document libraries in an organization. This capability also helps protect files as they egress from the original document library, such as for collaboration purposes or attempted exfiltration. Files downloaded from these libraries are protected at download. Users accessing these files outside of SharePoint Online have their rights evaluated in real time against the online copy of the document. Changes to user permissions on the online copy of the document are reflected on downloaded copy, including full access removal. This provides a more streamlined way to revoke access to documents for individual users, versus revoking access on a per-document basis. | Microsoft Purview compliance portal | General Availability, Preview | 6/1/2025 | 3/11/2025 | 2025/07/04 |
| 475062 | 2 | This is important to manage the proper labeling and classification of legacy data. | Microsoft Purview compliance portal: Information Protection – Scan cold files in SharePoint and OneDrive for sensitive information | This new capability will enable admins to scan existing files at rest in SharePoint or OneDrive for Business for sensitive data and classify and/or label them accordingly. This includes files that have never been scanned or scanned in some time. | Microsoft Purview compliance portal, Microsoft Copilot (Microsoft 365) | General Availability, Preview | 6/1/2025 | 3/10/2025 | 2025/07/04 |
| 484086 | 3 | This feels like they are adding the search statistics from collection into the review set. I hope that it is stable and does not drag performance with the review index. | Microsoft Purview compliance portal: eDiscovery – Advanced Review Set Query Editor | The Advanced Review Set Query Editor 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 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 time charts, histograms, and other flexible charting solutions, providing a comprehensive understanding of the data’s story. | Microsoft Purview compliance portal | General Availability, Preview | 9/1/2025 | 3/7/2025 | 2025/07/04 |
| 423483 | 3 | Excellent potential tool to keep high value/sensitive content excluded from business tenant Copilot responses that may break security/privacy | Microsoft Purview compliance portal: Data Loss Prevention – Data Loss Prevention to restrict Microsoft 365 Copilot processing on content with sensitivity labels | Microsoft Purview Data Loss Prevention is extended to Microsoft 365 Copilot. This feature will allow DLP policies to provide detection of sensitivity labels in enterprise grounding data and restrict access of the content in Microsoft 365 Copilot. | Microsoft Copilot (Microsoft 365), Microsoft Purview compliance portal | General Availability, Preview | 6/1/2025 | 3/7/2025 | 2025/07/04 |
| 464995 | 2 | Copilot pages are highly useful and eDJ expects to see them in discovery and important workflows for key decision makers. | OneNote: Copilot Pages in OneNote | Access Copilot pages inside OneNote, along with all of your notes. | OneNote, Microsoft Copilot (Microsoft 365) | General Availability | 5/1/2025 | 3/6/2025 | 2025/07/04 |
| 417158 | 2 | I wonder where the individual replies are stored. | Microsoft Teams: Private moderator replies to individual attendees | Allows moderators to answer questions from specific attendees without displaying the reply to the other participants. This capability can be helpful for sensitive questions, personal inquiries, or follow-up discussions that are not intended to be broadcast to the entire audience. | Microsoft Teams | General Availability | 1/1/2025 | 3/6/2025 | 2025/07/04 |
| 469031 | 5 | Expanded, standardized export options and capabilities in the new eDiscovery hub for Standard and Premium customers. See the blog on the new Hub for details. | Microsoft Purview compliance portal: eDiscovery – EXPORT ENHANCEMENTS | With the export of data being one of the core fundamentals of the solution, Microsoft Purview eDiscovery team is excited to announce significant changes coming to the export feature along with the new user experience in purview.microsoft.com. Key changes with export enhancements: The biggest change being introduced is that with the new user experience for eDiscovery where Standard and Premium cases have unified structure, the export is also aligned for both the streams ΓÇô thereby providing a singular experience to customers. The behavior is now unified across all export jobs – same download experience, some report experience, same error messages. For Standard customers, the need to install a clickonce application in their machine and use that tool to download data for exporting in azure storage is history. Now, in the new experience, customers donΓÇÖt need to install the app anymore and can download directly through browser. Additionally, customers will experience a faster export capability in the new portal driven through enhancements in backend architecture and optimized partition. | Microsoft Purview compliance portal | General Availability, Preview | 2/1/2025 | 2/26/2025 | 2025/07/04 |
| 472022 | 2 | Just as personal Loop Workspaces will be rolling out, Teams channels (M365 Group entities) will also have Loop Workspaces as a new eDiscoveyr target. | Microsoft 365 app: Microsoft Loop ΓÇô Add a Loop Workspace to your Teams Channel | Channels in Microsoft Teams streamline collaboration by bringing people, content, and apps together and helping to organize them by project or topic. You will be able to add a Loop workspace tab to standard channels enabling your team to brainstorm, co-create, collect, and organize contentΓÇötogether in real-time. Everyone in the Team gets access to the Loop workspace, even as Team membership changes, and the workspace adheres to the governance, lifecycle, and compliance standards set by the Microsoft 365 Group backing the team. To get started, click the plus sign (+) at the top of the channel and select Loop from the app list. | Microsoft 365 app | General Availability, Targeted Release | 3/1/2025 | 2/25/2025 | 2025/07/04 |
| 422727 | 5 | This will force companies to acknowledge Loop and set it as a default hold target like OneDrive and user Mailbox. | Microsoft 365 app: Microsoft Loop ΓÇô New personal Loop workspace | The Loop app now provides a personal workspace to all users, which is shared with Copilot Pages. This personal workspace is a user-owned SharePoint Embedded container, one per user. All governance, lifecycle management and compliance processes apply the same way they would to a user’s OneDrive. | Microsoft 365 app, Microsoft Loop | General Availability | 2/1/2025 | 2/25/2025 | 2025/07/04 |
| 467255 | 1 | Nice to see Tasks getting some Planner capabilities. For custodians whom use Tasks/Planner, this ESI is highly valuable when timing and intent are in scope. | Planner: Board view in My Tasks | Board view in My Tasks offers a visual representation of your tasks similar to a kanban board, making it easier to track progress and manage your workload. See all your tasks at a glance and move them between columns to update their progress. You can group tasks by Plan, Progress, Due Date, and Priority, allowing you to tailor the board to your specific needs. Board view is available in addition to the existing grid view in My Tasks. | Planner | General Availability | 1/1/2025 | 2/14/2025 | 2025/07/04 |
| 479757 | 2 | Many of these activities are relevant to bad leaver and other compliance investigations. | Microsoft Purview compliance portal: Endpoint Data Loss Prevention: Full file evidence support for restricted apps | Full File Evidence supports activities like Cloud egress, paste to supported browser, copy to USB, Network share, RDP, Bluetooth app. Now we are expanding full file evidence collection for unallowed apps as well. | Microsoft Purview compliance portal | General Availability, Preview | 3/1/2025 | 2/13/2025 | 2025/07/04 |
| 411573 | 2 | AI generated notes/tasks for ad-hoc Teams calls raises the risk that the meeting organizer will not review/correct the content. | 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 ΓÇÿMeet nowΓÇÖ 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 access AI-generated notes, AI-generated tasks, and name mentions after the ad-hoc meeting ends. | Microsoft Teams | General Availability, Targeted Release | 12/1/2024 | 2/12/2025 | 2025/07/04 |
| 144596 | 2 | A likely new source of key ESI for holds and discovery related to HR matters. | Microsoft Purview compliance portal: Communication Compliance – Empower end users to report inappropriate posts and comments in Viva Engage | Microsoft Viva Engage users are empowered to report inappropriate or concerning posts and comments within Viva Engage conversations. These reported posts are then submitted to a Communication Compliance policy for designated investigators with the appropriate role-based access control permissions to review and take action if deemed necessary. Microsoft Purview Communication Compliance provides the tools to help organizations detect regulatory compliance violations (e.g. SEC or FINRA), such as sensitive or confidential information, harassing or threatening language, and sharing of adult content. Built with privacy by design, usernames are pseudonymized by default, role-based access controls are built in, investigators are opted in by an admin, and audit logs are in place to help ensure user-level privacy. Note: We have updated the release phase to the reflect current state. Additionally, this began rolling out to GA in December 2023 and did not release to Preview. We apologize for any inconvenience this may have caused. | Microsoft Purview compliance portal | General Availability | 12/1/2023 | 2/11/2025 | 2025/07/04 |
| 323899 | 2 | Continued expansion of default OCR on M365 content will improve the basic index quality for search. | Microsoft Purview compliance portal: Optical character recognition (OCR) support for embedded images in Exchange Online | This release will extend OCR support in Exchange online from standalone images (JPEG, JPG, PNG, BMP, TIFF, PDF) to images embedded inside following files: 1. Office: Images embedded inside XLSX, DOCX, PPTX files. 2. PDF: Image-only PDF files are already supported. This release will support hybrid PDF files containing images and searchable text. 3. Container files such as ZIP, RAR, 7Z, BZ and more. | Microsoft Purview compliance portal | General Availability, Preview | 2/1/2025 | 2/6/2025 | 2025/07/04 |
| 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 | 6/1/2025 | 2/5/2025 | 2025/07/04 |
| 478929 | 5 | Alert: The new eDiscovery UX is still in preview mode and Support has confirmed current export issues. So use the legacy UX and look forward to more export options when it is ready. | Microsoft Purview compliance portal: eDiscovery – Export Enhancements | With the export of data being one of the core fundamentals of the solution, Microsoft Purview eDiscovery team is excited to announce significant changes coming to the export feature along with the new user experience in purview.microsoft.com. Key changes with export enhancements: The biggest change being introduced is that with the new user experience for Ediscovery where Standard and Premium cases have unified structure, the export is also aligned for both the streams ΓÇô thereby providing a singular experience to customers. The behavior is now unified across all export jobs – same download experience, some report experience, same error messages. Additionally, for Standard customers, the need to install a clickonce application in their machine and use that tool to download data for exporting in azure storage is history. Now, in the new experience, customers donΓÇÖt need to install the app anymore and can download directly through browser. Other changes coming through are: – Change in Export limits and ZIP folder partitioning – Better Export settings with more options – New reporting capabilities – Enhancements in Results load file | Microsoft Purview compliance portal | General Availability | 3/1/2025 | 2/5/2025 | 2025/07/04 |