What retention and DLP updates are required now that Microsoft 365 can auto-generate meeting or call summaries?

To pilot the newest Outlook features this month without disrupting production, admins should enroll a select group of users in the Targeted Release program within the Microsoft 365 admin center. For organizations that have not yet migrated to the new Outlook for Windows, this also involves managing the rollout of the new client.
This approach allows a test group to receive updates up to 30 days before the standard release, giving IT time to prepare and adapt.

A rollback plan for Microsoft Teams performance degradation should include a multi-layered approach, ranging from immediate client-side troubleshooting to reverting administrative policies that control new features. The most critical first step involves isolating the issue within a targeted pilot group before broader rollout.

• Phase 1: Pre-deployment preparation
• Phase 2: Rollback procedures
• Phase 3: Post-rollback

Before enabling new Microsoft Teams features on mobile and desktop, it is critical to review and update Conditional Access (CA) policies to secure corporate data and prevent unauthorized access. Since Teams relies on other M365 services like SharePoint and Exchange, your CA policies must be consistent across these applications to avoid security gaps.

To measure the productivity uplift from the September Microsoft Teams update, especially the new Copilot AI features, while guarding sensitive data, you must use a layered approach. This combines anonymized, aggregate data from Microsoft's built-in tools with qualitative user feedback and is underpinned by strong data governance policies.

• Step 1: Secure data with Microsoft Purview
• Step 2: Measure productivity using Microsoft 365 analytics
• Step 3: Collect qualitative user feedback
• Step 4: Perform scenario-based evaluations

With Microsoft Teams' new ability to auto-generate meeting and call summaries, administrators must update retention and Data Loss Prevention (DLP) policies to properly govern this AI-generated content. Updates are required to specify retention periods for summaries, ensure they are captured for legal holds, and prevent sensitive information from being summarized or shared inappropriately.