Summary

  • 3 minutes

In this module, you specify data loss prevention requirements for Relecloud's Microsoft 365 Copilot and agent interactions, attribute a DLP alert to the right policy, and respond to it in Microsoft Defender XDR. From there, you specify data lifecycle retention requirements for a regulated record, monitor ongoing AI activity with DSPM for AI, and recognize how the rest of Purview's governance surface rounds out the picture.

What you learned

  • Every DLP requirement reduces to location, condition, and action, and each Microsoft 365 location—including the Microsoft 365 Copilot location—applies that pattern with its own conditions, actions, and constraints.
  • A DLP alert only comes from a policy whose location, condition, and scope all match the activity together, which is why agent-to-human messaging needs its own policy distinct from endpoint or Exchange coverage.
  • Microsoft Defender XDR correlates a DLP alert with other signals into a single incident, so you filter, investigate, and remediate from one queue instead of a standalone alerts dashboard.
  • A data lifecycle retention requirement combines a container-level retention policy, an item-level retention label for exceptions, and a label policy that publishes or auto-applies that label, with four ordered principles resolving conflicts and Preservation Lock protecting the result.
  • DSPM for AI answers three separate oversight questions—AI observability for what exists, Activity explorer for what happened in a specific interaction, and data risk assessments for where oversharing risk concentrates—and monitoring third-party AI sites needs device onboarding plus the Purview browser extension.
  • Purview's reporting and alerting, Insider Risk Management, and Purview Audit extend governance beyond DLP and retention, each answering a different question about ongoing visibility, behavioral risk, and after-the-fact proof.

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