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Getting Started using Purview with Erica Toelle

10 snips
Feb 4, 2026
Erica Toelle, senior product manager on Microsoft’s data and AI security team with 20+ years in information governance. She explains Purview as a unified toolkit for tagging and protecting sensitive data. Short, practical guidance on bootstrapping M365 Copilot readiness. Tips on scans, labeling, DLP, DSPM, and spotting shadow AI are highlighted.
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ADVICE

Begin With DSPM Monitoring

  • Start with Data Security Posture Management (DSPM) to scan your estate, find overshared data, and get prioritized recommendations.
  • Use DSPM monitoring first to discover risks before applying restrictive controls.
ADVICE

Scan SharePoint And OneDrive First

  • Inspect OneDrive and SharePoint documents first since Purview scans them by default and shows sensitive data counts.
  • You will see initial sensitive-data findings immediately when you first log into Purview.
ADVICE

Provision Default Sensitivity Labels

  • Use Microsoft’s built-in sensitivity label taxonomy to get started and avoid overdesigning labels.
  • Provision the default schema, apply practical labels like Public/Confidential, then iterate.
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