Summary
- Microsoft Purview eDiscovery will let users add a person as a data source and then select that person’s supported SharePoint Embedded containers.
- This expands eDiscovery coverage for user-owned content stored in SharePoint Embedded-backed apps such as Microsoft Loop, Copilot Pages, and Copilot Notebooks.
- The update applies to eDiscovery cases, searches, and holds, but only for containers owned by the selected user; app-owned containers are excluded.
- Existing cases, searches, and holds are not changed automatically, and the feature does not grant any new permissions to eDiscovery users.
- No administrative action is required before rollout, but compliance and legal teams should review internal procedures and training.
Microsoft Purview eDiscovery will soon allow compliance teams to select user owned SharePoint Embedded containers during investigations. This update covers content from applications like Microsoft Loop and Copilot Pages starting in September 2026. Administrators should inform legal teams and update internal compliance documentation to include these new data sources.
Administrator impact: No direct administrator action is required.
End user impact: Compliance practitioners gain the ability to include user owned SharePoint Embedded containers in eDiscovery searches and holds.
Score rationale: This feature introduces new compliance and eDiscovery capabilities for user owned storage containers without requiring administrative setup.
Microsoft Purview eDiscovery will support selecting user-owned SharePoint Embedded containers as data sources for cases, searches, and holds starting mid-September 2026. This enables discovery of content from Microsoft Loop, Copilot Pages, and Notebooks, enhancing compliance investigations without changing permissions. No admin action is required.
Microsoft 365 Message Center ID: MC1470884
Primary Service: Purview
Admin Impact: Low
User Impact: Medium
Release Start: 15 Oct 2026
Release End: 31 Oct 2026
Last Modified: September 12, 2026
Category: Stay informed
Tags: New feature
Status: Launched
Products & Platforms: Microsoft Purview
History
9/11/2026 Item Added to Message Center
Microsoft Message
Microsoft Purview eDiscovery will support selecting user-owned SharePoint Embedded (SPE) containers when adding a person as a data source in an eDiscovery case, search, or hold.
This enhancement helps organizations discover content stored in supported SharePoint Embedded containers that are owned by a selected user. These containers may contain content from Microsoft Loop, Copilot Pages, Copilot Notebooks, and other applications that use SharePoint Embedded storage. This improvement helps organizations include supported user-owned SharePoint Embedded content in eDiscovery workflows.
Rollout schedule
- Public Preview: Beginning in mid-September 2026 and expected to complete by late September 2026
- General Availability (Worldwide): Beginning in mid-October 2026 and expected to complete by late October 2026
Impact on your organization
Who is affected
- Microsoft Purview eDiscovery users
- Compliance teams and legal teams managing eDiscovery investigations
- Organizations that use Microsoft Loop, Copilot Pages, Copilot Notebooks, or other applications that store content in SharePoint Embedded containers
Platforms and services
- Microsoft Purview eDiscovery
- Microsoft Purview portal
- SharePoint Embedded
What will happen
- When adding a person as a data source in eDiscovery, users will be able to view and select supported SharePoint Embedded containers owned by that person.
- eDiscovery users can include supported SPE content owned by a selected person when defining data sources for an eDiscovery case, search or hold.
- Only containers owned by the selected user will be displayed.
- App-owned SharePoint Embedded containers are not included in this release.
- This update does not grant additional permissions to eDiscovery users.
- Existing eDiscovery cases, searches, and holds will not be modified automatically.
Action required and recommendations
No administrative action is required before rollout.
If your organization uses Microsoft Loop, Copilot Pages, Copilot Notebooks, or other applications that store content in SharePoint Embedded containers, consider the following actions:
- Review how this new data source option may affect your eDiscovery processes.
- Update internal eDiscovery documentation and procedures as appropriate.
- Inform compliance, legal, and investigation teams about the availability of this new data source selection option.
- Update training materials for eDiscovery practitioners if applicable.
- Review SharePoint Embedded documentation to understand how applications such as Microsoft Loop, Copilot Pages, Copilot Notebooks, and other supported applications may store content in SharePoint Embedded containers.
Learn more
SharePoint Embedded overview | Microsoft Learn
Compliance considerations
Question: Does this update modify a Microsoft Purview-related capability?
Answer: Yes. This update expands Microsoft Purview eDiscovery by allowing users to discover and select supported user-owned SharePoint Embedded containers as data sources for eDiscovery cases, searches, and holds.
Question: Does this update alter how customer data is accessed during compliance investigations?
Answer: Yes. eDiscovery users can select and include supported user-owned SharePoint Embedded content that was not previously available through this workflow, subject to existing permissions and access controls.
Question: Does this update affect how organizations perform compliance, legal discovery, or records investigations?
Answer: Yes. Organizations can include additional user-owned SharePoint Embedded content sources in eDiscovery investigations, helping provide a more comprehensive view of discoverable content.