Understand Microsoft Purview eDiscovery.
After completing this module, you'll be able to:
- Describe the purpose and stages of the eDiscovery process.
- Compare the classic and new eDiscovery experiences in Microsoft Purview.
- Explain how Microsoft 365 licensing affects feature availability in eDiscovery.
- Identify how permissions are used to control access to sensitive case data.
Create and manage eDiscovery cases.
After completing this module, you'll be able to:
- Configure prerequisites for using Microsoft Purview eDiscovery
- Create and manage eDiscovery cases for investigations
- Assign users and guest reviewers to cases with appropriate permissions
- Configure case-level settings for search, analytics, and review sets
Manage data sources and holds in Microsoft Purview eDiscovery
In this module you learn how to:
- Identify and configure the content sources used in eDiscovery searches and holds
- Apply tenant-wide or scoped holds based on the needs of an investigation
- Review and adjust existing hold policies as cases progress
- Use PowerShell to verify hold settings and data preservation
Use Microsoft Purview eDiscovery to search for content across Microsoft 365. This module covers how to configure cases, define search criteria, and locate messages, files, and other organizational data.
In this module you learn how to:
- Assign the roles and permissions to access Microsoft Purview eDiscovery
- Create and manage cases used to run eDiscovery searches
- Define search scope and build queries using conditions, keywords, and Copilot-generated prompts
- Run searches and validate results using statistics or random samples
Analyze and prepare content in eDiscovery review sets
In this module you learn how to:
- Create and populate review sets with case content
- Filter, group, and tag items for legal and compliance review
- Run analytics to reduce data volume and identify key documents
- Export reviewed items or reuse them in other review sets
- Generate query reports to compare keyword and KeyQL query results

Syllabus

Understand Microsoft Purview eDiscovery
- Introduction
- What is eDiscovery?
- Compare the classic and new eDiscovery experiences
- Understand the eDiscovery case lifecycle
- Understand eDiscovery roles and permissions
- Module assessment
- Summary
Create and manage eDiscovery cases
- Introduction
- Configure eDiscovery prerequisites
- Create and manage eDiscovery cases
- Manage case access and permissions
- Configure case settings
- Module assessment
- Summary
Manage data sources and holds in Microsoft Purview eDiscovery
- Introduction
- Understand data sources in eDiscovery
- Select and manage data sources
- Create holds in eDiscovery
- Manage and maintain eDiscovery holds
- Preserve mailbox content and metadata under hold
- Identify and report on mailbox holds
- Module assessment
- Summary
Search for content with Microsoft Purview eDiscovery
- Introduction
- Understand eDiscovery and content search capabilities
- Prerequisites for using eDiscovery in Microsoft Purview
- Create an eDiscovery search
- Conduct an eDiscovery search
- Export eDiscovery search results
- Module assessment
- Summary and resources
Analyze and prepare content in eDiscovery review sets
- Introduction
- Create and manage review sets in eDiscovery
- Search, filter, and view review set content
- Tag and organize content in review sets
- Run analytics on review sets
- Export and reuse review set content
- Use the query report to generate keyword reports (preview)
- Module assessment
- Summary