Trial user guide: Microsoft Purview Compliance Manager premium assessments

Welcome to the Microsoft Purview Compliance Manager premium assessment trial user guide.

This playbook helps you make the most of your 90-day free trial by teaching you how to use the comprehensive set of premium assessment templates (add-on).

Using Microsoft recommendations, you'll quickly see how the premium assessment templates can help your organization assess risks and efficiently respond to global, regional and industrial regulatory requirements.


If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Step 1: Get to know Compliance Manager

Our Compliance Manager overview page is the best first stop for a comprehensive review of what Compliance Manager is and how it works. You may also want to jump right to key sections of our documentation using the links below:

Step 2: Configure Compliance Manager

Start working with assessments and taking improvement actions to implement controls and improve your compliance score.

  1. Choose a regulatory template to create and manage your first assessment
  2. Understand how to use regulatory templates for building assessments
  3. Perform implementation and testing work on improvement actions to complete controls in your assessments
  4. Better understand how different actions impact your compliance score

Step 3: Review included assessment templates

Compliance Manager provides a comprehensive set of regulatory templates for creating assessments. These templates can help your organization comply with national, regional, and industry-specific requirements governing the collection and use of data. See a list of templates included with your subscription here.

Compliance Manager also offers over 350 regulatory templates that can be purchased as an add-on. See the list here. With any premium templates (included with your subscription or purchased as add-on) you'll receive the universal version of those templates, allowing you to manage your compliance with any product or service. You can try out these premium assessment templates during the premium assessment trial.

Step 4: Enable the premium assessment trial

Trial licenses allow you to use 25 premium templates for 90 days. You'll be able to choose from a list of over 350 premium templates. You aren't required to select all 25 templates at once. Once selected, the licensed templates are available for your use within 4 hours of obtaining your trial license.

There are two ways to enable the Premium Assessment Add-on trial: through the Compliance Manager dashboard or through the Microsoft Purview trial.

Enable trial via the Compliance Manager dashboard

  1. In the Compliance Manager dashboard, select Try now in the banner.
  2. Select Yes to get access to premium template trials.

Enable trial via the Compliance trial

  1. In the Microsoft Purview compliance portal, select Trials in the left navigation pane. The available trials will display.
  2. Choose Try now for Compliance Manager premium assessments.
  3. You'll be presented with an information page and the ability to learn more before setting up the trial.
  4. When you choose Set up, it might take up to two hours for changes to take effect. You'll need to sign in again to see available templates.

During the trial

After starting the premium assessment trial, you'll see a summary on the dashboard that updates you on:

  • Number of new assessments created
  • Number of improvement actions taken
  • Points earned during the trial toward your compliance score
  • Links to available templates
  • Time left in trial

Additional resources

Microsoft Learn: Get detailed information on how Compliance Manager regulations work and how to best implement them for your organization.

How-to video: Create assessments and monitor your progress with Compliance Manager

Purchase premium assessments: Get information on available plans and pricing. Visit Microsoft 365 admin center - Purchase services