Data Loss Prevention (DLP)

Detect, protect, and control sensitive data across Microsoft 365 and endpoints with policy-driven enforcement.

Microsoft Purview Data Loss Prevention (DLP) helps you monitor and prevent the unintentional sharing of sensitive information across the Microsoft 365 services your users rely on every day. DLP policies can detect sensitive information types and apply actions such as user notifications, policy tips, blocks, or overrides - depending on risk appetite and business context.
LW IT Solutions designs and deploys DLP as an operational capability rather than a one-off policy build. We start by mapping the data you need to protect, selecting the right policy approach (monitor first, then enforce), and implementing a phased rollout across workloads such as Exchange, SharePoint, OneDrive, Teams, and supported endpoints. We also establish alert triage and tuning workflows so DLP becomes maintainable and measurable over time.

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Service Overview

Highlights

  • DLP strategy and scoping (stakeholders, sensitive data categories, goals, enforcement posture)
  • Policy design and implementation using Microsoft Purview DLP policy components (conditions, rules, actions, user notifications, incident reports)
  • Workload rollout across Microsoft 365: Exchange, SharePoint, OneDrive, and Microsoft Teams (chat/channel)
  • Endpoint DLP enablement for supported Windows and macOS devices (where in scope)
  • Alert investigation and triage workflow, including integration points with Microsoft Defender XDR where appropriate
  • Policy tuning and exception management to reduce noise and avoid business disruption

Business Benefits

  • Reduce risk of data leakage by applying consistent controls where sensitive information is created, shared, and stored
  • Improve governance by moving from ad hoc controls to measurable policy enforcement and reporting
  • Support compliance by demonstrating protective controls and a repeatable incident handling process
  • Reduce operational burden over time through clear ownership, tuning cadence, and documented runbooks

Typical use cases

  • Prevent sensitive information being shared in Teams chat or channels
  • Control external sharing of sensitive documents from SharePoint and OneDrive
  • Reduce accidental data leaks via endpoint actions (copy to USB, print, copy/paste, browser uploads) where endpoint DLP is in scope
  • Implement 'monitor first' controls to understand risk before moving to blocking enforcement
  • Establish repeatable incident triage and tuning process to keep policies effective

Objectives & deliverables

What Success Looks Like

  • A DLP policy set aligned to your actual data risks and business processes
  • A phased rollout that prioritizes business continuity (monitor -> warn -> enforce)
  • Clear operational ownership and workflows for investigation, tuning, and reporting

What You Get

  • DLP scope and policy design pack (data categories, sensitive information types, locations in scope, enforcement approach)
  • Configured Purview DLP policies for the agreed workloads (Exchange, SharePoint, OneDrive, Teams) with user guidance (policy tips) where appropriate
  • Optional: Endpoint DLP setup plan and rollout (supported Windows and macOS) where in scope
  • Incident handling workflow (triage, escalation, response patterns) and tuning cadence
  • Admin runbook and handover documentation

How It Works

  1. Discovery and risk mapping - identify sensitive data types, business processes, and where data is stored and shared.
  2. Policy architecture - design policies, conditions, actions, and enforcement posture (monitor vs block, override/justification where appropriate).
  3. Build and validate - configure policies, user guidance, and reporting; validate in a controlled pilot scope.
  4. Rollout by workload - extend to Teams, Exchange, SharePoint/OneDrive, and endpoints as required.
  5. Operate and tune - establish alert triage, tune rules and exceptions, and report outcomes to stakeholders.

Engagement Options

  • DLP Assessment - rapid review and recommendations with an implementation backlog
  • Starter Deployment - core DLP policies for one or two workloads in monitor mode and pilot
  • Scale Programme - phased rollout across workloads with tuning and governance
  • Operate - ongoing tuning, incident support, reporting, and policy expansion

Additional Information

Prerequisites & licensing

Licensing and feature availability varies by workload and capability (e.g., endpoint DLP vs core M365 locations). We confirm the required entitlements and prerequisites during discovery using Microsoft's official licensing guidance.
  • Define sensitive information types and locations in scope before enabling enforcement actions.
  • For endpoint DLP: supported Windows and macOS device prerequisites apply.
  • For Teams DLP: policies can apply to chat and channel messages in supported scenarios.

Security & Compliance Notes

  • DLP requires a structured adoption approach: policy tips and communications reduce user friction and improve compliance outcomes.
  • Endpoint DLP requires supported devices to be onboarded and healthy; we validate prerequisites before enabling enforcement actions.
  • Alert investigation can be aligned with security operations workflows, including Defender-based incident handling where appropriate.

Common Bundles

Customers who use this service often bundle with these services

Information Protection & Sensitivity Labels
Design and deploy Microsoft Purview sensitivity labels to classify data, apply protection controls, and support safer collaboration across Microsoft 365.

Defender for Cloud Apps (CASB)
Discover SaaS usage, govern shadow IT, and apply session controls using Defender for Cloud Apps aligned to your security operations.

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.

Frequently Asked Questions

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