Classify and protect documents, emails, Teams, and SharePoint with policy-driven labeling and encryption.
Talk through your requirements and leave with a clear next-step plan.
Service Overview
Highlights
- Label taxonomy design (names, descriptions, priority ordering, and governance rules) aligned to how your users work
- Sensitivity label creation and publishing policies in the Microsoft Purview portal
- Office app user experience configuration (policy behavior, supported scenarios, rollout approach)
- Content markings (headers/footers/watermarks) where appropriate
- Encryption with rights management, including usage-rights patterns and operational considerations
- Container labels for Microsoft Teams, Microsoft 365 Groups, and SharePoint sites
- SharePoint/OneDrive enablement for labeling support (tenant-level prerequisite step)
- Auto-labeling policies (simulation-first, tuning, controlled rollout) where licensing and requirements support it
- Monitoring and reporting approach using Activity explorer and audit-aligned events
Business Benefits
- Reduce risk of accidental sharing by making classification easy and consistent for end users
- Apply protection that can travel with the content using encryption and rights management
- Enforce workspace-level controls with container labeling for Teams/Groups/Sites
- Support compliance and investigations with clearer classification signals and auditable labeling actions
Typical use cases
- You need a formal classification model (e.g., Public / Internal / Confidential / Highly Confidential) that users will follow
- You want to protect sensitive documents with encryption and explicit usage rights (e.g., internal-only, exec-only)
- You want to control collaboration spaces via Teams/Group/Site labeling (privacy, sharing controls, access behavior)
- You want policy-driven classification using auto-labeling, starting with simulation to avoid disruption
- You need visibility into labeling activity (apply/change events and policy impact)
Objectives & deliverables
What Success Looks Like
- A label set that is simple, scalable, and defensible (not dozens of confusing labels)
- Correct technical enforcement across the Microsoft 365 workloads you use (Office apps, SharePoint/OneDrive, Teams/Groups/Sites)
- A controlled deployment with pilot -> learn -> scale, backed by end-user guidance and admin runbooks
What You Get
- Information Protection design pack (taxonomy, naming convention, priority model, governance rules)
- Configured sensitivity labels and publishing policies in Microsoft Purview
- Configured content markings where required (headers/footers/watermarks), tested against your templates
- Configured encryption / rights management label options where required, including usage-rights patterns
- Enabled SharePoint/OneDrive labeling support (tenant prerequisite)
- Configured container labels for Teams/Groups/Sites (where in scope)
- Optional: Auto-labeling policies (simulation, tuning, rollout) where supported and licensed
- Operational handover: admin runbook, change-control guidance, and monitoring/reporting approach
How It Works
- Discovery and current-state review - confirm workloads in scope; collaboration patterns; external sharing needs; identify quick wins vs higher-risk controls (e.g., encryption).
- Taxonomy and label design - define label names and descriptions; priority order; policy posture (defaults, mandatory behavior where appropriate).
- Configure and publish labels - create labels and publish policies to targeted users/groups so Office apps and services can use them.
- Enable workloads and controls - enable SharePoint/OneDrive labeling support; configure container labeling for Teams/Groups/Sites where required.
- Pilot, tune, scale - validate user experience and template impact; optionally run auto-labeling in simulation; scale with reporting and an operational cadence.
Engagement Options
- Starter Pilot - small label set + publishing policy to a pilot group; Office apps UX validation + initial comms/training
- Department Rollout - expand labels/policies by function; container labels for Teams/Sites where needed; reporting setup and operating guidance
- Enterprise Programme - standard taxonomy + governance model; encryption/markings/default labels where appropriate; auto-labeling rollout (where supported and licensed)
- Operate - quarterly tuning, new label requests, policy changes; audit/reporting support; adoption refreshers
Additional Information
Prerequisites & licensing
- Labels must be published via label policies for Office apps and services to use them.
- SharePoint/OneDrive labeling support may require a tenant-level enablement step.
- Encryption scenarios require Azure Rights Management service availability/activation.
Security & Compliance Notes
- Encryption with sensitivity labels uses Azure Rights Management service; activation and scenario testing is required for reliable collaboration experiences.
- Label actions and changes can be monitored using Activity explorer and audit-aligned events (subject to licensing and retention posture).
- Known issues can exist in specific scenarios (e.g., template/layout interactions with markings). A pilot-first rollout reduces risk.
Common Bundles
Customers who use this service often bundle with these services
Data Loss Prevention (DLP)
Policy-driven Microsoft Purview DLP detects and controls sensitive data across Microsoft 365 and endpoints, balancing protection with user productivity.
Records Management
Implement Microsoft Purview records management with record declarations, regulatory records, disposition reviews, and governance so retention decisions remain auditable and defensible.
Audit (Standard & Premium)
Enable Microsoft Purview Audit Standard and Premium to capture, retain, and investigate user and administrator activity across Microsoft 365 services.
Audit & Audit Retention
Search and retain Microsoft Purview unified audit logs to support forensic investigations, internal reviews, and compliance obligations across Microsoft 365.
eDiscovery (Premium)
Configure Microsoft Purview eDiscovery Premium with defensible case setup, legal holds, collections, and review workflows for investigations and litigation support.
Microsoft Purview E5 eDiscovery & Audit Add-on Enablement
Enable Microsoft Purview eDiscovery Premium and Audit Premium add-ons with configured policies, case processes, roles and operational runbooks.

