Data security & compliance

Know where sensitive data lives — and who can reach it.

Use Microsoft Purview to classify information, prevent data loss, retain records correctly and produce evidence when clients, auditors or courts ask.

An adviser and two business leaders review documents and a laptop at a meeting table.

Overview

Data protection that follows the file.

Client files, patient information, financial records and donor data move between email, Teams, SharePoint and personal devices every day. Perimeter controls alone cannot follow them.

Microsoft Purview applies protection to the information itself. We help you decide what needs protecting, configure policies that staff can live with and maintain them as your organization changes.

  • Sensitive information identified and consistently labeled
  • Fewer accidental disclosures through email and sharing
  • Retention that satisfies legal and contractual obligations
  • Evidence available for audits, disputes and investigations

Capability map

From Microsoft capability to business outcome.

Each row connects a Microsoft capability to the problem it solves, the Simba Cyber service that delivers it and the licensing it depends on.

Information Protection & sensitivity labels

Classify and protect documents and email based on sensitivity.

Browse Purview capabilities
Information Protection & sensitivity labels: capabilities mapped to business problems, Simba Cyber services, outcomes and licensing
CapabilityProblem it addressesSimba Cyber serviceBusiness outcomeLicensing dependency
Sensitivity labels Confidential files treated the same as public ones Governance, Risk & Compliance Consistent classification with encryption where needed Manual labeling in Business Premium and E3; automatic labeling needs E5 Compliance or equivalent
Encryption & access restrictions Sensitive documents readable after they leave the organization Cloud & Security Engineering Protection that travels with the file Azure Information Protection capabilities vary by plan

Data Loss Prevention

Detect and prevent risky sharing of sensitive information.

Browse Purview capabilities
Data Loss Prevention: capabilities mapped to business problems, Simba Cyber services, outcomes and licensing
CapabilityProblem it addressesSimba Cyber serviceBusiness outcomeLicensing dependency
DLP for email, files and Teams Account numbers, tax IDs or health data sent to the wrong place Governance, Risk & Compliance Risky sharing blocked or flagged with policy tips Email and file DLP in Business Premium and E3; Teams, endpoint and advanced DLP need E5 Compliance or equivalent
DLP for AI interactions Sensitive data entered into Copilot or other AI tools AI Security & Automation AI use within defined data boundaries Depends on Copilot and Purview plans; some features in preview

Data lifecycle & records management

Keep what you must, delete what you should.

Browse Purview capabilities
Data lifecycle & records management: capabilities mapped to business problems, Simba Cyber services, outcomes and licensing
CapabilityProblem it addressesSimba Cyber serviceBusiness outcomeLicensing dependency
Retention policies Records deleted too early or kept indefinitely Governance, Risk & Compliance Retention aligned with legal and business requirements Basic retention in most plans; records management needs E5 Compliance
Records management No defensible way to declare and dispose of records Governance, Risk & Compliance Auditable disposition of business records E5 Compliance or equivalent add-on

Audit, eDiscovery & insider risk

Investigate activity, respond to legal requests and detect risky behavior.

Browse Purview capabilities
Audit, eDiscovery & insider risk: capabilities mapped to business problems, Simba Cyber services, outcomes and licensing
CapabilityProblem it addressesSimba Cyber serviceBusiness outcomeLicensing dependency
Audit No reliable record of who accessed or changed data Incident Response & Recovery Activity logs for investigations and evidence Audit (Standard) widely included; Audit (Premium) extends retention and events
eDiscovery Slow, manual responses to legal holds and records requests Governance, Risk & Compliance Defensible search, hold and export Core eDiscovery widely included; premium review and analytics features need E5 Compliance or equivalent
Insider Risk Management Data taken by departing employees Governance, Risk & Compliance Risky activity surfaced with privacy controls E5 Compliance or Insider Risk add-on

Data Security Posture Management & Compliance Manager

Measure data risk and track compliance improvements.

Browse Purview capabilities
Data Security Posture Management & Compliance Manager: capabilities mapped to business problems, Simba Cyber services, outcomes and licensing
CapabilityProblem it addressesSimba Cyber serviceBusiness outcomeLicensing dependency
Data Security Posture Management No overall picture of where sensitive data is exposed, including in AI apps AI Security & Automation Prioritized data risks with recommended policies Depends on Purview plan; some AI features in preview
Compliance Manager Tracking controls across frameworks in spreadsheets Governance, Risk & Compliance Improvement actions and progress in one place Included assessments vary by plan; premium templates licensed separately

Licensing disclosure

Licensing and availability

Feature availability depends on your Microsoft subscription, product plan and any add-on licenses.

Some capabilities require tenant eligibility, specific configuration or supported deployment environments.

Several services, including Microsoft Sentinel, Defender for Cloud plans and Copilot Studio, include consumption-based charges billed by Microsoft.

Preview features can change and are not recommended for production use without review. We identify preview status in our recommendations.

We do not publish Microsoft prices. Licenses are purchased from Microsoft or your licensing provider, and we confirm current entitlements before proposing implementation.

Questions

Common questions

Do we need Microsoft 365 E5 for Purview?

Not necessarily. Business Premium and E3 include manual labeling, email and file DLP, retention and audit. E5 or the E5 Compliance add-on adds automatic labeling, advanced DLP, records management, Insider Risk and premium eDiscovery. We help you decide which capabilities justify the cost.

Will labels and DLP slow staff down?

They should not, if designed well. We start with a small number of clear labels, use policy tips before blocking and tune policies based on real activity.

Does Purview make us compliant with HIPAA or GLBA?

Purview provides tools that support compliance. Meeting a regulation depends on your policies, processes and how controls are used day to day. We help you design and evidence that program.

Next step

Get more from the Microsoft licenses you already own.

We will review your environment, explain what your current licensing includes and recommend practical next steps.