MC280914: Microsoft 365 Records Management: Announcing public preview of adaptive policy scopes for retention and label policies

This new feature (preview), Adaptive policy scopes, will allow data administrators to scope retention policies and retention label policies to a dynamic set of users, SharePoint sites, or Microsoft 365 Groups. This is enabled by using the properties or attributes associated with these locations. Adaptive policy scopes work with all locations, including Exchange mailboxes, Microsoft 365 Groups, SharePoint sites, OneDrive accounts, Teams chats, channel messages (including private channels), and Yammer user and community messages. This message is associated with Microsoft 365 Roadmap ID: 70578.

This update allows admins to create retention policies scoped to geography, department, or other user or site attribute. For example, admins can create a policy specifically for users in the UK’s human resources team by leveraging the adaptive policy scope.

MC280914: Microsoft 365 Records Management: Announcing public preview of adaptive policy scopes for retention and label policies

  • Before this release, admins had to manually manage what was included in each policy by creating multiple custom scripts to add or remove locations from a policy. Adaptive policy scopes will automatically add and remove applicable locations to a policy as properties change for the associated user, site, or group.
  • Additionally, adaptive policy scopes are not subject to previous per-policy limits of only including 100 sites or 1000 mailboxes per policy which often caused duplicate policies in large organizations.

When this will happen

  • Public preview: will begin rolling out in mid-October (previously early September) and be complete by the end of October (previously mid-October).
  • Standard release: will begin rolling out in mid-January (previously mid-November) and be complete by mid-February (previously end of December).

How this will affect your organization

When this feature rolls out, Compliance administrators will be able to create adaptive scopes and apply one or more of these scopes to retention policies and retention label policies.

None of your existing policies will be affected by this feature. If you plan to replace the existing policies with new adaptive policies, Microsoft recommends creating the new adaptive policies before deleting the existing policies.

What you need to do to prepare

There is nothing you need to do to receive this feature and it will not affect your existing policies. You may consider updating any training or reference material for your Compliance administrators and determining if you have policies which would benefit from using adaptive policy scopes.

Learn more

If you are interested in using adaptive policy scopes as they are enabled in your tenant, Microsoft recommends watching the webinar where they announced the private preview of this feature.

Note: Microsoft will be hosting a webinar on September 20th, 2021, which will describe in detail how to use this feature and they will be providing you a sign up link within a week or two in another MC update.

Message ID: MC280914
Published: 25 August 2021
Updated: 02 December 2021
Effective: October 21, 2021
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