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 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.