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Understand data protection and governance tasks for Microsoft 365 and Copilot

AB-900 Data Protection Risks and SharePoint Oversharing: Purview Explorers, Alerts, DSPM for AI and SharePoint Advanced Management

19 min readAB-900 · Understand data protection and governance tasks for Microsoft 365 and CopilotUpdated

Identifying data protection risks in Microsoft 365 means using Microsoft Purview and SharePoint tools to find where sensitive data is, what people do with it, which policies it breaks and how widely it is shared, then responding before Microsoft 365 Copilot makes that data easier to find. This lesson covers two AB-900 skill groups, "Identify data protection and governance risks for Microsoft 365 and Copilot" and "Identify and monitor oversharing in SharePoint in Microsoft 365": Compliance Manager, Data explorer, activity explorer, Insider Risk Management alerts, DLP alerts, Communication Compliance, DSPM for AI and Content search, followed by the oversharing toolkit in SharePoint: data access governance reports, site access reviews, restricted access control, Restricted Content Discovery and the other SharePoint Advanced Management features.

What you’ll learn
  • Match a risk question to the right tool: Compliance Manager, Data explorer, activity explorer, Insider Risk Management, DLP alerts, Communication Compliance, DSPM for AI or Content search.
  • Use Compliance Manager assessments, improvement actions and the compliance score, and explain the shared responsibility model behind them.
  • Distinguish Data explorer from activity explorer, including their role groups and activity explorer's 30-day window.
  • Triage Insider Risk Management and DLP alerts and choose the right Communication Compliance remediation action.
  • Discover and manage AI activity with DSPM for AI, including its prerequisites and data risk assessments.
  • Run the right SharePoint data access governance report and hand findings to site owners with site access reviews.
  • Choose between restricted access control, Restricted Content Discovery, block download, authentication context and site lifecycle policies in SharePoint Advanced Management.

Which tool answers which risk question

Identifying data protection risks in Microsoft 365 means picking the Microsoft Purview or SharePoint tool whose job matches the question you're asking: how compliant are we, where is sensitive data, what did people do with it, who is risky, what did a policy catch, what are people doing with AI, where is a specific piece of content, and what is shared too widely. Both of the exam's skill groups on data protection risks and SharePoint oversharing come down to telling these tools apart.

Question you're askingToolWhat it shows
How far are we toward a regulation, and what should we do next?Compliance ManagerCompliance score, assessments built from regulatory templates, improvement actions with owners and evidence
Where does classified sensitive data sit right now?Data explorerA snapshot of items with sensitive information types, sensitivity labels, retention labels or trainable-classifier matches, by location
What did people do with labeled or sensitive content recently?Activity explorerLabel applied, changed or removed, file read, DLP rule matches and similar events, for about the last 30 days
Which users' behaviour suggests a data risk?Insider Risk ManagementAlerts built from sequences of user activity, triaged into cases
What did a DLP policy catch?DLP alerts (Defender XDR or the Purview portal)Alerts with event details: policy, rule, sensitive information types, user, location, override and justification
Which messages broke a conduct policy?Communication CompliancePolicy matches in Teams, email and Copilot interactions, with remediation actions
What are people doing with Copilot and other AI apps?DSPM for AIAI interaction reports, an AI activity explorer, one-click policies and data risk assessments
Find these emails and files and export themContent search (eDiscovery)Keyword and condition searches across mailboxes, SharePoint, OneDrive and Teams, with preview and export
Which sites are shared too widely?Data access governance reports and DSPM for AI data risk assessmentsPer-site permission and sharing patterns; overshared sites and items with fixes

Pairs worth separating are Data explorer vs activity explorer (current state vs history of actions), Content search vs audit search (the content itself vs records of what people did) and Compliance Manager vs Secure Score (regulatory controls vs security posture). What each Purview solution is belongs to the lesson on Microsoft Purview and Copilot data security; this lesson is about using them to find and respond to risk.

Compliance Manager: compliance score, assessments and improvement actions

Microsoft Purview Compliance Manager measures how well your Microsoft 365 configuration meets regulations and standards, and tells you what to do next. It is the tool for requirements that combine a score, a named regulation (GDPR, ISO/IEC 27001, ISO/IEC 27701, NIST and many more) and assignable recommended steps backed by evidence.

  • Assessments are how you track a regulation. You create one from a regulatory template; the template brings in the regulation's controls and the improvement actions that support them. A data protection baseline assessment is provided by default, and you add more alongside it.
  • Improvement actions are the individual steps. Each one carries points toward the score, an assigned owner, an implementation status, a test status and an Evidence area for uploaded documentation. Some can be tested automatically from your tenant's configuration.
  • Compliance score is a percentage that rises as actions are implemented and tested.

Compliance Manager uses the shared responsibility model. Microsoft implements and tests the controls for its own cloud services, and those count toward your score without any work from you. The Improvement actions page lists the actions your organization is responsible for completing.

Secure Score (in Microsoft Defender XDR, and Identity Secure Score in Entra ID) is the near-twin: it also gives a score and recommended actions, but it measures security posture, not progress against regulatory controls.

Data explorer and activity explorer: where sensitive data is, and what happened to it

Data explorer shows where classified content sits today; activity explorer shows what people did with it recently. Both live under Information Protection in the Microsoft Purview portal.

Data explorer

Data explorer (formerly content explorer, which Microsoft now shows as the classic experience) is a snapshot inventory of items that carry a sensitive information type, a sensitivity label, a retention label or a trainable-classifier match. You start from a classification, such as the Credit Card Number type, see counts per location (Exchange mailboxes, SharePoint sites, OneDrive accounts) and drill down to the individual items. It's the natural first stop for "where is our sensitive data before Copilot rolls out?"

Because the item list itself can expose sensitive data, seeing items needs one of two dedicated role groups, which are separate rather than cumulative:

Role groupWhat it unlocks
Data Explorer List viewerThe list of items and their locations, but not what's in them (Microsoft notes that showing item names in the list can also need Content viewer)
Data Explorer Content viewerThe contents of the items

An admin role that opens the page can show counts without showing any items. The general rule: grant the narrowest role group that matches what the person must see, so someone who only needs an inventory of locations gets List viewer, and Content viewer is reserved for people who must read the items.

Activity explorer

Activity explorer is a history of actions taken on labeled and sensitive content: a sensitivity label applied, changed or removed, a file read, a DLP rule matched, and more. You filter by activity type, user, label, location and date, and each event shows who did it, to which item and when. It answers questions such as "which users removed a label from files in the Finance site this month?" or "how often did a DLP rule match on OneDrive?"

Two limits matter. Activity explorer draws its data from the unified audit log, so it isn't real time, and it reports on about the last 30 days only. For an older event, search the audit log itself in Microsoft Purview Audit: its default retention (180 days for Audit (Standard)) is much longer than activity explorer's window.

Insider Risk Management: triaging alerts into cases

Insider Risk Management turns sequences of user activity, such as mass downloads before a resignation date, into risk alerts that analysts triage. Policies built from templates (for example, data theft by departing users) score activity and raise alerts with a severity.

Triage is a two-way decision after reviewing the alert's activity:

  • Confirm the alert and create a case (or add it to an existing case) when the risk is real and needs investigation. A case brings the user's activities and related content together, and investigators can work it through, for example by sending the user a notice or escalating to an eDiscovery (Premium) case.
  • Dismiss the alert when the activity is explained and harmless, such as a documented, authorized data migration that explains the volume of activity.

Because investigations concern colleagues, usernames are pseudonymized by default: analysts see generated identifiers instead of names until an admin changes the privacy setting. That protects privacy and reduces bias. Don't confuse insider risk alert triage (confirm or dismiss) with Communication Compliance remediation actions such as Tag as or Escalate for investigation, which act on individual messages. Both solutions can lead to an eDiscovery (Premium) case, but in Insider Risk Management that happens later, from a confirmed case, not as an alert-triage choice.

Responding to DLP alerts

A DLP alert tells you that a DLP policy rule matched an action, and you respond by reviewing its event details and updating its status. Microsoft recommends managing DLP alerts in the Microsoft Defender portal (Defender XDR), where they are correlated into incidents with alerts from email, endpoint and identity tools. The Microsoft Purview portal also has a DLP alerts page, and it's where DLP policies themselves are created and edited.

The alert's event details are where the investigation happens. They show the policy and rule that matched, the sensitive information types and counts, the user, the location or workload, the action taken, and, if the rule allowed it, whether the user overrode a policy tip and the business justification they gave. That policy-tip context exists only in the alert: searching for the content afterwards finds the item but not the user's decision about the tip.

Alert typeWhen it firesFits
Single-eventOn every rule matchHigh-severity, low-volume events
Aggregated (threshold)When matches pass a set count or volume of data within a time windowHigh-volume, low-severity events; needs E5/A5/G5 or a matching add-on

Severity, incident report emails and policy tips don't reduce alert volume; they're per-match notifications or labels. The setting that changes how many alerts are raised is the alert type itself: aggregated alerting trades per-match visibility for fewer, volume-based alerts.

Communication Compliance: reviewing policy matches

Communication Compliance flags messages in Teams, email and Copilot interactions that match a policy (threats, harassment, sharing sensitive data, regulatory conduct) and puts them in a review queue. Reviewers work from the Pending tab, and closed items move to Resolved. Each match is handled with one of these remediation actions:

ActionWhat it doesUse it when
ResolveCloses the match and moves it to ResolvedThe review is finished
Tag asMarks the item Compliant, Noncompliant or QuestionableYou want to classify the match for reporting
NotifyEmails the user a notice template and records it on the matchA light-touch reminder is enough
EscalateRoutes the item to another reviewerSomeone else should decide
Escalate for investigationCreates an eDiscovery (Premium) case from the selected messages, with the user as custodianLegal needs the content preserved and investigated
Remove message in TeamsHides the message from chat participants, replacing it with a notice that it was blockedThe message must disappear from view now

Only Remove message in Teams changes what other people see; every other action leaves the message where it is. And only Escalate for investigation opens a legal case; plain Escalate just changes the reviewer.

DSPM for AI: discovering and managing AI activity

Data Security Posture Management (DSPM) for AI is the Purview hub for seeing what people do with Microsoft 365 Copilot, agents and third-party AI apps, and what sensitive data is involved. Its reports and its own activity explorer show AI interactions and AI website visits, the users and apps involved, and sensitive information types found in prompts and responses. Recommendations create supporting policies in one click (DLP, Insider Risk Management, Communication Compliance and collection policies). Microsoft now labels this experience DSPM for AI (classic) beside the newer unified DSPM; the exam guide still uses the name DSPM for AI.

What appears depends on prerequisites:

  • Microsoft Purview Audit turned on for the tenant. The reports are built from audit records of Copilot and AI interactions, so Copilot and AI activity appears only once auditing is on.
  • For third-party AI websites, the activity happens in the browser on a device, so devices must be onboarded to Microsoft Purview and, in Chrome, the Microsoft Purview browser extension installed (Edge is integrated through an Edge policy instead).

DSPM for AI tells you what data people put into AI apps. Microsoft Defender for Cloud Apps discovery is the near-twin that tells you which apps are in use; it doesn't show what was typed.

Data risk assessments

A data risk assessment finds potentially overshared content that Copilot could surface, such as items shared with anyone or sensitive data in widely accessible sites. A default assessment runs automatically, with no setup, every week on the top 100 SharePoint sites by usage. Because it chooses sites by usage, a quiet but risky site can be left out; for that, create a custom assessment scoped to the sites (or users) you choose. Each assessment's results come with remediation options, such as restricting access to the site, hiding it with Restricted Content Discovery, auto-labeling sensitive files or starting a site access review.

Content search in Microsoft Purview eDiscovery

Content search finds the actual emails, chats and documents that match keywords and conditions, so you can preview them and export them. It searches Exchange mailboxes (where Teams chat messages are stored), SharePoint sites, OneDrive accounts and Teams content, with conditions such as sender, date range, participants and file type. The classic Content search page was retired in 2025; searches now run in the new Microsoft Purview eDiscovery experience.

Know what Content search is not:

  • Audit log search returns records of what people did (who opened, shared or relabeled a file), not the content.
  • Data explorer lists already-classified items; it doesn't run free keyword searches.
  • Exchange message trace follows messages through mail flow (sender, recipient, delivery status); it doesn't read message bodies or touch OneDrive.

Content search can expose any mailbox or site in the tenant, so it's controlled by eDiscovery permissions rather than general admin roles. The eDiscovery Manager role group grants search, preview and export without broader admin rights, making it the least-privilege choice for a paralegal or investigator.

Finding oversharing with data access governance reports

Oversharing is content shared more widely than it should be. Microsoft 365 Copilot only shows users what they can already open, so oversharing is the main data risk to fix before Copilot rollout: Copilot makes overshared files far easier to find. The two tools built to find it are SharePoint data access governance (DAG) reports and DSPM for AI data risk assessments. Compliance Manager, Insider Risk Management, Communication Compliance and Content search answer other questions.

DAG reports are run from the SharePoint admin center > Reports > Data access governance, where they're grouped into snapshot and activity reports:

ReportTypeAnswers
Site permissions across your organizationSnapshotWhich sites currently grant access to very many people or to broad groups such as Everyone except external users (EEEU), however long ago that access was granted
Site permissions for usersSnapshotEvery SharePoint site and OneDrive account one named user can access, and how (directly or through groups)
Sensitivity labels applied to filesSnapshotWhich sites hold files with a chosen sensitivity label
Sharing links (Anyone, people in your organization, specific people shared externally)Activity, last 28 daysWhich sites had the most new sharing links of each kind
Content shared with EEEUActivity, last 28 daysWhich sites had content newly shared with Everyone except external users

Snapshot reports describe current permissions and make a baseline; activity reports describe recent sharing and help you watch new risk. Microsoft recommends starting with the snapshot reports. When choosing one, match the report's time scope to the question: activity reports only see sharing from the last 28 days, while snapshot reports cover access however old it is.

SharePoint Advanced Management: fixing oversharing

SharePoint Advanced Management (SAM) is a set of SharePoint governance features for finding and fixing oversharing and managing site sprawl. It's included when the tenant has at least one Microsoft 365 Copilot license, or it can be bought separately. DAG reports themselves belong to SAM (Microsoft 365 E5 admins without SAM can still see limited DAG activity reporting, without the snapshot reports or remediation); the other features fall into three groups.

Hand findings to site owners: site access reviews

A site access review is started from a DAG report and sends each selected site's owners an email about the specific issue. Owners, who know who should have access, fix permissions (for example through Manage access) and mark the review complete; the admin tracks status and comments on the My review requests tab without seeing file-level changes. Nothing is removed automatically, and a review stays pending until the owner finishes. The web view starts reviews for up to 100 sites at a time (use PowerShell for more), and reviews cover SharePoint sites only, not OneDrive accounts.

Don't confuse them with Microsoft Entra ID access reviews (Identity Governance), which review membership of groups and access to apps and can route the decision to users' managers. A SharePoint site access review is about one site's permissions after a DAG finding, and it always goes to that site's owners.

Restrict who can reach or find content

FeatureWho can open the contentCopilot and org-wide searchUse it when
Restricted access controlOnly members of up to 10 Microsoft 365 or Entra security groups who also have permission; earlier sharing and links stop working for everyone elseHonour the restrictionOnly a defined group may ever open the site or OneDrive
Restricted Content DiscoveryUnchanged: anyone with permission can still open files directlyStop surfacing the site's content to anyone (SharePoint sites only, not OneDrive)Hide a risky site from Copilot and search while it's cleaned up

Restricted access control needs both group membership and a site permission: adding someone to the control group lets them pass the restriction, but they still need permission on the site. Restricted Content Discovery changes nothing about permissions and leaves content in the index, so eDiscovery and other Purview features still find it, and Copilot still works on a document a user already has open. It also works on content regardless of labels: a Copilot DLP policy keys on sensitivity labels, so it can't protect files that aren't labeled yet, which is why Restricted Content Discovery is the site-level stopgap while labeling catches up.

Control what permitted users can do, and keep sites tidy

  • Block download policy: per-site, browser-only access with no download, print or sync (set with Set-SPOSite -BlockDownloadPolicy), with optional exemptions for site owners or chosen groups.
  • Conditional Access with an authentication context: publish an authentication context in Microsoft Entra ID, target it with a Conditional Access policy (for example MFA or terms of use for guests), and apply the context to one site, with Set-SPOSite or through a sensitivity label. Other sites keep their current sign-in rules, unlike a policy aimed at the whole SharePoint Online app.
  • Inactive site policy: finds sites with no activity for a set period, emails their owners to confirm they're still needed, and makes unconfirmed sites read-only or archives them with Microsoft 365 Archive.
  • Site ownership policy: finds sites without enough owners and asks for new ones; it checks owner counts, not activity.
  • Change history report: shows site property and setting changes over up to the last 180 days.

Tip. Expect short admin scenarios that describe a need, such as a score against a regulation, an inventory of sensitive data, the history of a label change, an alert to triage, a message to deal with, AI usage to investigate, content to find and export, or a site that is shared too widely, and ask which tool, report, role group, action or SharePoint Advanced Management feature fits. A stated constraint usually decides between near-twins: Data explorer vs activity explorer, activity explorer vs audit log search, Compliance Manager vs Secure Score, Content search vs message trace or audit search, Insider Risk Management triage vs Communication Compliance actions, Escalate vs Escalate for investigation, snapshot vs 28-day activity DAG reports, default vs custom data risk assessments, and restricted access control vs Restricted Content Discovery vs block download vs authentication context. Watch for wording about least privilege, time ranges, what must stay unchanged and who should make the decision. Harder items combine two facts, and some may ask you to select more than one answer.

Key takeaways
  • Compliance Manager tracks regulations: assessments from templates, improvement actions (your organization's share) with owners and evidence, and a compliance score. Secure Score measures security posture instead.
  • Data explorer is a snapshot of where classified items are; seeing items needs Data Explorer List viewer (list and locations) or Content viewer (contents).
  • Activity explorer is a history of label and DLP events from the unified audit log, about 30 days, not real time; older events need an audit log search.
  • Insider Risk Management alerts are confirmed into a case or dismissed, and usernames are pseudonymized by default.
  • DLP alerts are best managed in Defender XDR; event details show the matched rule, sensitive info types and any override with its justification. Threshold (aggregated) alerts cut volume.
  • Communication Compliance: Notify reminds, Escalate changes reviewer, Escalate for investigation opens an eDiscovery (Premium) case, Remove message in Teams hides the message.
  • DSPM for AI needs Purview Audit on; third-party AI sites also need onboarded devices and the browser extension. Its default data risk assessment covers the top 100 SharePoint sites by usage weekly.
  • Content search (in Purview eDiscovery) finds and exports content across mailboxes, SharePoint, OneDrive and Teams; eDiscovery Manager is the least-privilege role.
  • Find oversharing with data access governance reports (SharePoint admin center > Reports) and DSPM for AI data risk assessments; snapshot reports show current access, activity reports the last 28 days.
  • Restricted access control limits who can open a site (membership plus permission); Restricted Content Discovery only hides it from Copilot and org-wide search.

Frequently asked questions

What is the difference between Data explorer and activity explorer in Microsoft Purview?

Data explorer shows where classified content is right now: items with sensitive information types, sensitivity or retention labels, or trainable-classifier matches, counted by location and drillable to each item. Activity explorer shows what people did with labeled and sensitive content over roughly the last 30 days, such as labels applied, changed or removed and DLP rule matches, with the user, item and time.

Which tools find SharePoint oversharing before a Microsoft 365 Copilot rollout?

Two tools are built for it: data access governance reports in the SharePoint admin center, which show sites with broad permissions and recent sharing links, and data risk assessments in Microsoft Purview DSPM for AI, which flag overshared sites and items and suggest fixes. Findings can then be handed to site owners with site access reviews or fixed with SharePoint Advanced Management controls.

What is the difference between restricted access control and Restricted Content Discovery?

Restricted access control changes who can open a SharePoint site or OneDrive: only members of up to 10 chosen groups who also have permission get in, even if content was shared with others earlier. Restricted Content Discovery changes only what is surfaced: Copilot and org-wide search stop returning the site's content, while anyone with permission can still open files directly and eDiscovery still finds them.

What does the default data risk assessment in DSPM for AI cover?

The default data risk assessment in Microsoft Purview DSPM for AI runs automatically every week on the top 100 SharePoint sites by usage and reports potential oversharing, such as items shared with anyone and sensitive data in widely accessible sites. To check sites outside that set, such as a low-traffic but sensitive site, an admin creates a custom data risk assessment.

Why does DSPM for AI show no activity for third-party AI websites?

DSPM for AI sees third-party AI website activity only from the browser on a managed device, so the device must be onboarded to Microsoft Purview and, in Chrome, the Microsoft Purview browser extension must be installed. If Copilot interactions are missing too, check first that Microsoft Purview Audit is turned on, because the reports are built from audit records.

Who can run Content search in Microsoft Purview eDiscovery?

Content search is controlled by eDiscovery permissions, not by general admin roles, because it can search any mailbox or site in the tenant. Membership of the eDiscovery Manager role group lets a person run searches, preview results and export them without broader admin rights, which makes it the least-privilege choice.

Who fixes permissions in a SharePoint site access review?

The site owners do. A SharePoint admin starts a site access review from a data access governance report; each selected site's owners get an email about the issue, fix permissions and mark the review complete, and the admin tracks progress. Nothing is changed automatically, reviews cover SharePoint sites but not OneDrive accounts, and more than 100 sites at once need PowerShell.

Where are Microsoft Purview DLP alerts managed?

Microsoft recommends managing DLP alerts in the Microsoft Defender portal (Defender XDR), where they are correlated into incidents with email, endpoint and identity alerts; the Microsoft Purview portal also lists them. Each alert's event details show the policy and rule matched, the sensitive information types, the user and location, and whether the user overrode a policy tip and with what justification.

Source

This lesson covers the "Understand data protection and governance tasks for Microsoft 365 and Copilot" domain of the official AB-900 exam guide. Vendors revise their guides — check the source for the current version.

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