New SharePoint assessment and dashboard to streamline site governance and Copilot readiness [MC1148538]

Message ID: MC1148538

Introduction

We’re introducing the Content Management Assessment (CMA) in SharePoint Advanced Management to help tenant admins evaluate site health, permissions, and lifecycle readiness—all in a single, actionable dashboard. CMA consolidates multiple reports, including Site Lifecycle Management (SLM) and Data Access Governance (DAG), and provides tailored recommendations to strengthen governance and accelerate Copilot onboarding.

This message is associated with Roadmap ID 501427.

When this will happen

General Availability (Worldwide): Rollout begins early September 2025 and is expected to complete by early October 2025.

How this affects your organization

CMA is off by default and must be initiated by an admin. Once launched from the Advanced Management tab in the SharePoint Admin Center, CMA automatically generates reports such as SLM and DAG and presents results in a clean, actionable dashboard.

This update helps you:

• Save time by automating previously manual governance tasks.
• Strengthen site governance with insights into oversharing, inactive content, and permission risks.
• Prepare sites for Copilot by surfacing key lifecycle and access issues.
• Align admin teams with a standardized view of governance priorities.

Improvements include a more accessible UI, refined issue categories and tooltips, and easier navigation across reports.

What you can do to prepare

To use the Content Management Assessment (CMA), you must have either a SharePoint Advanced Management license or a Microsoft 365 Copilot license assigned to your admin account.

To get started:

• Go to the SharePoint Admin Center.
• Select the Advanced Management tab.
• Choose Start a free content assessment.
• Review the dashboard and explore tailored recommendations.
• Share feedback to help shape future improvements.

Compliance considerations

Compliance Area	Explanation
Stores new customer data	CMA generates and stores assessment data based on site health, permissions, and lifecycle status. Data is stored within the tenant and follows existing SharePoint data residency rules.
Alters existing customer data processing	CMA processes existing site metadata and permissions to generate insights but does not modify content.
Admin control available	Admins initiate CMA manually and must have appropriate licensing.
Controlled via Entra ID group membership	Access to SharePoint Advanced Management features can be scoped via Entra ID groups.

Source: Microsoft

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