Module 19: Admin, Security, Privacy, and Governance
Lesson 19.4: Microsoft Purview, Sensitivity, and Compliance Basics
Lesson Promise
Understand how Purview, labels, DLP, retention, audit, and compliance fit into Copilot governance.
Real-World Scenario
A compliance manager wants to know how Copilot interactions, sensitive files, and prompts can be governed.
Core Concept
Microsoft Purview provides tools that can help organizations manage data security and compliance for Microsoft 365 Copilot and Copilot Chat.
Sensitivity labels, DLP, audit, retention, eDiscovery, and insider-risk workflows may matter depending on licensing and tenant configuration.
Compliance controls should be mapped to real risks, not enabled randomly.
Step-By-Step Workflow
- List regulated data and sensitive business data categories.
- Map current labels, DLP, retention, audit, and eDiscovery requirements.
- Review how Copilot interactions and sensitive content are handled.
- Define prompts or data types that should be restricted or escalated.
- Train users on labels, source review, and sensitive-data behavior.
- Review Purview reports and alerts with appropriate owners.
Prompt Lab
Bad Prompt
Make Copilot compliant.
Better Prompt
Map our sensitive-data categories to labels, DLP, audit, retention, and user guidance for Copilot.
Expert Prompt
Create a Microsoft Purview governance map for Copilot. Include sensitive-data categories, sensitivity labels, DLP needs, retention, audit, eDiscovery, risky prompt handling, user guidance, owner roles, reporting cadence, and escalation paths.
Hands-On Exercise
Build a simple Purview governance map for three sensitive-data categories.
Deliverable
A Copilot Purview, sensitivity, and compliance checklist.
Governance Review Checklist
Common Mistakes
- Assuming Copilot can see everything in the tenant instead of respecting user access boundaries.
- Buying licenses before cleaning up high-risk sharing and ownerless content.
- Ignoring sensitivity labels, retention, audit, DLP, and Purview workflows.
- Treating agent approval as a one-time app decision instead of lifecycle governance.
- Training users on prompts without training them on sources, privacy, and review.
Quiz / Checkpoint
What should compliance controls map to?
Specific data risks, regulatory obligations, business policies, user behaviors, and review responsibilities.
Official Sources To Verify
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