Create and manage data loss prevention policies

Module
12 Units

Intermediate

Administrator

Risk Practitioner

Microsoft 365

Microsoft Purview

Effective data loss prevention (DLP) policies are shaped by a series of deliberate decisions rather than individual settings. Clear intent, well-defined detection, appropriate scope, and measured actions determine how policies behave in real workflows. Validation and ongoing adjustment help ensure protection remains effective as risk and usage change.

Learning objectives

In this module you learn to:

Establish clear intent and boundaries before creating a DLP policy
Decide when to use a template-based policy or create a custom policy
Define detection logic that reflects meaningful data risk
Align policy scope and actions to real business workflows
Validate and refine policy behavior using simulation mode
Manage and adapt DLP policies as risk and usage patterns change

Prerequisites

Understanding of what data loss prevention is and the types of risks it addresses
Familiarity with Microsoft Purview as the platform used to create and manage DLP policies

Introduction min
Understand how DLP policy decisions fit together min
Choose a template or create a custom policy min
Define what the policy detects min
Align policy scope to risk min
Define how the policy responds min
Validate policy behavior using simulation mode min
Manage DLP policies min
Adjust enforcement dynamically based on risk min
Guided walkthrough: Create a DLP policy min
Module assessment min
Summary min

Start