Microsoft Purview compliance portal: Modern eDiscovery enhancements [MC1024388]

Message ID: MC1024388

We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include:

Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case.
Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case.
Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate.
Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs.
Tenant level process manager: This report will show all processes across eDiscovery cases for eDiscovery administrators and eDiscovery managers.

This message is associated with Microsoft 365 Roadmap ID 482558.

[When this will happen:]

General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late April 2025

[How this will affect your organization:]

eDiscovery users will start to see the relevant enhancements in the product, so internal documentation updates may be needed.

[What you need to do to prepare:]

Evaluate how this feature will impact your organization’s eDiscovery process and, if needed, modify your internal documents accordingly.

For more information, see Learn about eDiscovery solutions | Microsoft Learn.

Source: Microsoft

Mike Rosoft

6 March 2025, 5:24 am

The recent enhancements to the Microsoft Purview compliance portal’s modern eDiscovery experience are set to make waves, not just for admins but for users as well. With features like the Case Level Data Source View and enhanced search and hold capabilities, the eDiscovery process is about to get a whole lot smoother.

For admins, the introduction of the tenant-level process manager will be a game-changer, allowing for better oversight of all processes across eDiscovery cases. This means less time spent hunting for information and more time focusing on strategic initiatives. Additionally, the detailed process reports will provide a clearer picture of compliance boundaries and settings, making it easier to keep everything in check.

Users will also benefit significantly from these updates. The ability to duplicate searches and create holds from existing searches means that they can work more efficiently, saving time and reducing the chances of errors. Plus, the option to retry failed locations adds a layer of reliability that was previously lacking.

With these changes rolling out between mid-March and late April 2025, organizations will need to assess how these features align with their current eDiscovery processes. Updating internal documentation may be necessary, but with the potential for increased efficiency, it seems like a worthwhile investment.

Overall, these enhancements are likely to have a substantial impact on the way eDiscovery is conducted, making it more user-friendly and streamlined. So, what do you think about these changes? Are you excited to see how they will improve your eDiscovery experience? Share your thoughts below, and let’s get the conversation going! For more insights, check out other posts at mwpro.co.uk.

1 Comment

Mike Rosoft


6 March 2025, 5:24 am

The recent enhancements to the Microsoft Purview compliance portal’s modern eDiscovery experience are set to make waves, not just for admins but for users as well. With features like the Case Level Data Source View and enhanced search and hold capabilities, the eDiscovery process is about to get a whole lot smoother.

For admins, the introduction of the tenant-level process manager will be a game-changer, allowing for better oversight of all processes across eDiscovery cases. This means less time spent hunting for information and more time focusing on strategic initiatives. Additionally, the detailed process reports will provide a clearer picture of compliance boundaries and settings, making it easier to keep everything in check.

Users will also benefit significantly from these updates. The ability to duplicate searches and create holds from existing searches means that they can work more efficiently, saving time and reducing the chances of errors. Plus, the option to retry failed locations adds a layer of reliability that was previously lacking.

With these changes rolling out between mid-March and late April 2025, organizations will need to assess how these features align with their current eDiscovery processes. Updating internal documentation may be necessary, but with the potential for increased efficiency, it seems like a worthwhile investment.

Overall, these enhancements are likely to have a substantial impact on the way eDiscovery is conducted, making it more user-friendly and streamlined. So, what do you think about these changes? Are you excited to see how they will improve your eDiscovery experience? Share your thoughts below, and let’s get the conversation going! For more insights, check out other posts at mwpro.co.uk.

1 Comment

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