This update covers 374 new features announced since September. The Microsoft PM team has been busy rolling out features from earlier this year, so the real news is to closely check you exports. I have seen corrupted zips in client and test tenants since the wide range of Purview eDiscovery UI enhancements started arriving in June. The 8 features that I felt had potential eDiscovery impact related to continued Copilot integrations expanding custodial scope with chat/file summaries, cross tenant activities, Planner content and new export report fields.
| Feature | Impact | eDJ | Description | Details | Tags – Product | Tags – Release phase | Release | Last Modified | Published |
| 534490 | 3 | This may expand the scope of your custodian sources outside of their tenant. Only testing will confirm whether chat/events stay in guest mailboxes for external tenants. | Microsoft Teams: Activity in other accounts and organizations | Users can view and respond to activity across multiple tenants without switching accounts. You can triage notifications, reply to chats, and pin tenants to the left rail for quick access. | Microsoft Teams | General Availability | 2/1/2026 | 12/3/2025 | 2025/03/12 |
| 527840 | 1 | Currently Copilot file summaries are only created when file is opened. If these summaries are created from OneDrive/File Exporer view or share it expands impact. | Microsoft Copilot (Microsoft 365): Use Copilot to Share with Summary for OneDrive files in Windows | We’re bringing the power of Microsoft 365 Copilot directly into your daily file experience in Windows. With this feature, users can summarize files and send the summary within the share dialog. This feature will be available in File Explorer and OneDrive Activity Center. | OneNote, Microsoft Copilot (Microsoft 365) | Current Channel, General Availability | 1/1/2026 | 11/25/2025 | 2025/03/12 |
| 516577 | 3 | This may accelerate Planner adoption. Time to update your custodian questionnaires and scope testing. | Microsoft Copilot (Microsoft 365): Planner capabilities in Copilot chat (M365 Copilot) | You’ll soon be able to create Planner tasks and view task details directly in Microsoft 365 Copilot chat. This integration makes it easy to manage and update your tasks seamlessly across Copilot and Planner without switching apps. | Planner, Microsoft Copilot (Microsoft 365) | General Availability | 1/1/2026 | 11/18/2025 | 2025/03/12 |
| 501201 | 5 | Now even Teams chat has a Copilot summary that may need to be preserved, collected or filtered out. | Microsoft Teams: Enhanced Copilot chat summary | Missed many messages? Copilot will automatically generate a summary of the new messages in a chat conversation, so you can catch up quickly without reading every message. | Microsoft Teams, Microsoft Copilot (Microsoft 365) | General Availability, Targeted Release | 3/1/2026 | 11/18/2025 | 2025/03/12 |
| 516578 | 1 | Useful for scoping exercises to give counsel access without direct search UI access. | Microsoft Purview: eDiscovery – Add Sample to Review Set | This feature allows users to add only a sampled subset of search results to a review set, rather than adding the entire query output. Users can configure sampling parameters—such as confidence level and sample size—to ensure the subset meets their review objectives while reducing unnecessary data ingestion. | Microsoft Purview compliance portal | General Availability | 1/1/2026 | 11/7/2025 | 2025/03/12 |
| 518228 | 2 | For internal compliance, HR and other investigations that may evolve into formal discovery it is worth exploring these new features and determining how they would integrate into your workflows. | Microsoft Purview: Data Security Investigations – Introducing new AI analysis capabilities | Data Security Investigations (DSI) now features advanced AI analysis tools, including options to add investigative context for higher-quality results, as well as improvements in vector search relevance and content categorization to better identify risky material. Additionally, we’ve launched a new AI-powered search function that lets investigators use natural language to locate specific files by searching through keywords, metadata, and embeddings. | Microsoft Purview compliance portal | General Availability, Preview | 2/1/2026 | 10/22/2025 | 2025/03/12 |
| 506220 | 3 | Improvements in the reports are welcome. The sensitivity labels can be very useful. It may take extra work to get this information into your review platform. | Microsoft Purview compliance portal: eDiscovery – Metadata Field Enhancements in Process Reporting | Introducing enhancements to metadata reporting in item.csv exports and Add To Review set CSVs, including new fields such as error details, isEncrypted, and sensitivity label. These updates provide clearer, more detailed insights into items processed during export and review workflows. | Microsoft Purview compliance portal | General Availability | 10/1/2025 | 10/7/2025 | 2025/03/12 |
| 505444 | 3 | Depending on how transparent this is in the UI it could be very useful OR a nightmare to explain to counsel how you got the results. | Microsoft Purview compliance portal: eDiscovery – Generate keyword query language from natural language prompt in eDiscovery with Copilot for Security | Copilot for Security is embedded in eDiscovery to enable users to provide a search prompt in natural language and will translate into keyword query language to help expedite the start of an eDiscovery search. | Microsoft Purview compliance portal | General Availability | 12/1/2025 | 9/24/2025 | 2025/03/12 |
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