McCloy Data Insights.
Helping future-focused leaders navigate what’s next:
Default library labels in SharePoint now reach the files already there
Default sensitivity labels on SharePoint libraries used to skip older files. A Purview policy now labels them, ten sites at a time. Pick the order with care.
Purview priority cleanup: who approves a deletion that overrides a hold
Purview priority cleanup deletes content a retention policy or eDiscovery hold would keep. Name the approvers and get records sign-off before the first run.
SharePoint version history limits: decide the restore window before the trim
SharePoint keeps 500 versions per file by default. Changing that, or trimming old versions, is a records decision, and trimmed versions skip the recycle bin.
Copilot prompts are about to leave your Teams retention policy
Teams retention policies that also covered Copilot prompts are becoming Teams-only. Decide if Copilot interactions are records, then build a policy for them.
When someone leaves, their mailbox, OneDrive and flows run on different clocks
Deleting a leaver's account starts the clocks on their mailbox, OneDrive and flows. Confirm retention and hand over the flows before anyone deletes anything.
Who may build a flow that touches a business record?
Any licensed user can build in the Power Platform default environment. Decide where flows touching business records live, and who owns them, before they spread.
Microsoft 365 Archive is a records decision with a storage meter attached
Microsoft 365 Archive moves SharePoint content to a cold tier in the tenant. Price is the easy part; who decides what goes cold, and who wakes it, is harder.
Purview labels as records discipline on the tenant you already license
Purview works when the policy comes first: a short file plan, a named records owner, and the labeling G5 already includes. Copilot readiness follows from it.