McCloy Data Insights.
Helping future-focused leaders navigate what’s next:
Retention policies that archive: what Copilot stops seeing in SharePoint
Retention policies can soon archive SharePoint files. They stay under retention and in eDiscovery, but drop out of Copilot. Choose the archive clock with care.
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.