Microsoft 365 Data Security Engineering
Make your organization's data defensible
Most tenants have Purview licensed and nothing configured, or configured badly by someone who has left. This course teaches the discipline end to end: know what is sensitive, mark it so every control downstream can act on it, close the channels it actually leaves through, keep what must be kept, watch the people who already have legitimate access, and answer what left, when, and who moved it. Aligned to the SC-401 skills measured, and built to teach the job rather than the exam.
What you'll be able to do
Course Syllabus
Every module and every lesson. The first three modules are open; the rest open on a click.
Download the full syllabus (PDF)
Course Orientation
What this course teaches: how to build data security in a Purview tenant that has the license and none of the configuration. Classify what the business holds, label it so every control downstream can act, close the channels data leaves through, keep what must be kept, watch the people who already have access, and prove any of it worked. Start here.
Phase 1: Know your data
Why data security is a different job: data has three states and a control that works in one does nothing in the others. Purview as a control plane over data at rest, in use and in motion. The E3 and E5 boundary stated once, properly. And least privilege for a data security team.
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- 1.11.1 The Three States of Data
- 1.21.2 A Document Is a Population
- 1.31.3 Purview as a Control Plane
- 1.41.4 The Classification Engine
- 1.51.5 Licensing: Capabilities, Not Features
- 1.61.6 The Boundary
- 1.71.7 The Compliance Role Groups
- 1.81.8 Least Privilege When the Privilege Is Reading Everything
- 1.91.9 The Global Admin Anti-Pattern
- 1.101.10 What a Program Actually Is
- 1.11Module Summary
- 1.12Check My Knowledge
Classification is the datum every other Purview control resolves to. Ten sections on sensitive information types, the confidence model, custom SITs, document fingerprinting, Exact Data Match, trainable classifiers, OCR, and the explorers that measure whether any of it worked. Build a classifier, measure its false-positive rate against real content, and tune it on evidence rather than instinct.
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- 2.12.1 Sensitive Information Types and the Confidence Model
- 2.22.2 Building a Custom SIT and Proving It Works
- 2.32.3 Document Fingerprinting
- 2.42.4 Exact Data Match: The Schema
- 2.52.5 Exact Data Match: Hashing, Upload, and Refresh
- 2.62.6 Trainable Classifiers
- 2.72.7 OCR and What It Cannot Read
- 2.82.8 Data Explorer and Content Explorer
- 2.92.9 Measuring and Tuning Classification
- 2.102.10 The Classification Decision
- 2.11Module Summary
- 2.12Check My Knowledge
Phase 2: Mark your data
The label is the only control that leaves your tenant. Taxonomy first, because the fourteen-label failure is organizational rather than technical, then the mechanics: scope, marking, encryption, publishing, and precedence.
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- 3.13.1 The Label That Travels
- 3.23.2 The Fourteen-Label Failure
- 3.33.3 Designing a Taxonomy
- 3.43.4 Label Scope
- 3.53.5 Content Marking
- 3.63.6 Encryption: What It Actually Does
- 3.73.7 The Encryption Trade
- 3.83.8 Publishing
- 3.93.9 Priority and Precedence
- 3.103.10 The Taxonomy Decision
- 3.11Module Summary
- 3.12Check My Knowledge
Client-side against service-side and why the difference is operational. Simulation as the mandatory first step. Container labels, and the container-item distinction most deployments blur.
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- 4.14.1 The Method Field Changes
- 4.24.2 Client-Side and Service-Side
- 4.34.3 Simulation Is Not Optional
- 4.44.4 Reading a Simulation
- 4.54.5 The Policy That Never Finishes
- 4.64.6 Container Labels
- 4.74.7 The Container-Item Distinction
- 4.84.8 Default Labels on a Library
- 4.94.9 Defender for Cloud Apps
- 4.104.10 What Automation Costs
- 4.11Module Summary
- 4.12Check My Knowledge
Where the label stops traveling. The Purview Information Protection client and the scanner against on-premises file shares. Message Encryption and Advanced Message Encryption for mail that leaves your control.
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- 5.15.1 Where the Label Stops Traveling
- 5.25.2 The Information Protection Client, and What It Is Not
- 5.35.3 The File Labeler and PowerShell on Files Office Never Opens
- 5.45.4 The Scanner: What It Is and What It Needs
- 5.55.5 Discovery Before Enforce
- 5.65.6 Reading a Scan, and What It Silently Skips
- 5.75.7 Encryption Blinds the Scanner
- 5.85.8 Message Encryption: Protecting Mail That Leaves
- 5.95.9 Advanced Message Encryption: Expiration and Revocation
- 5.105.10 The Estate You Can and Cannot Reach
- 5.11Module Summary
- 5.12Check My Knowledge
Phase 3: Stop it leaving
Design a DLP policy from a requirement, not a template. Locations, conditions, actions, overrides. Rule and policy precedence with a worked collision. Simulation to audit to block, and why that order is the only safe one.
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Endpoint DLP as a discipline. The device as a different surface, onboarding as the gate, browser and file-type reality, the six egress channels, advanced device rules, the exclusion model, and just-in-time protection.
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- 7.17.1 Endpoint DLP Is a Different Discipline
- 7.27.2 Onboarding Is the Gate
- 7.37.3 The Browser and File-Extension Reality
- 7.47.4 What the Agent Sees, and How You Watch It
- 7.57.5 Channels I: Removable Media and Network Shares
- 7.67.6 Channels II: Cloud Upload and Restricted Apps
- 7.77.7 Channels III: Print and Clipboard
- 7.87.8 Advanced Device Rules
- 7.97.9 The Exclusion Model
- 7.107.10 Just-in-Time Protection
- 7.11Module Summary
- 7.12Check My Knowledge
Phase 4: Keep and dispose
Retention as a two-sided obligation: keep content as long as it must be kept, and dispose of it deliberately when the obligation ends. Labels against policies, adaptive scopes, precedence taught with a worked conflict, recovery, disposition review, and the records-management boundary.
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- 8.18.1 Retention Is Two Obligations
- 8.28.2 Labels vs Policies
- 8.38.3 What Retention Does to an Item
- 8.48.4 Static and Adaptive Scopes
- 8.58.5 Publishing and Auto-Apply
- 8.68.6 Precedence: The Four Principles
- 8.78.7 A Worked Conflict and Policy Lookup
- 8.88.8 Recovering Retained Content
- 8.98.9 Disposition and Review
- 8.108.10 The Records Management Boundary
- 8.11Module Summary
- 8.12Check My Knowledge
Phase 5: Watch and investigate
Watching the people who handle your data, powerfully and lawfully. The triggering-event gate, the role groups and separation of duties, the privacy model, the HR connector, signal sources and the endpoint, thresholds, forensic evidence, Adaptive Protection, and the path from alert to a preserved, escalated case.
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- 9.19.1 What Insider Risk Management Is
- 9.29.2 Roles, Permissions, and Separation of Duties
- 9.39.3 The Privacy Model
- 9.49.4 Connectors and the HR Connector
- 9.59.5 Signal Sources and the Endpoint
- 9.69.6 Templates, Indicators, and Thresholds
- 9.79.7 Forensic Evidence Settings
- 9.89.8 Adaptive Protection
- 9.99.9 Alerts, Cases, and Notices
- 9.109.10 Standing Up Insider Risk Management for Northgate
- 9.11Module Summary
- 9.12Check My Knowledge
The data-security engineer as investigator. Purview Audit Standard against Premium and the audit-log retention gap that ends investigations, searching the audit log, Activity Explorer as the label and DLP trail, responding to DLP alerts in Purview and in Defender XDR, Cloud Apps file-policy alerts, Content Search for what was in it, and correlating the Purview finding against endpoint and cloud telemetry.
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- 10.110.1 The Engineer as Investigator
- 10.210.2 Purview Audit: Standard and Premium
- 10.310.3 Audit Retention and the Gap That Ends Investigations
- 10.410.4 Searching the Unified Audit Log
- 10.510.5 Activity Explorer: The Label and DLP Trail
- 10.610.6 Responding to DLP Alerts
- 10.710.7 Purview Alerts in Defender XDR
- 10.810.8 Cloud App File and Activity Alerts
- 10.910.9 Content Search: Collecting the Evidence
- 10.1010.10 Correlating Endpoint and Cloud
- 10.11Module Summary
- 10.12Check My Knowledge
Phase 6: AI and configuration guides
Securing data for AI in Microsoft Purview. Why a copilot turns survivable oversharing into exposure, DSPM for AI as the front door, its prerequisites and roles, data risk assessments, sensitivity labels and DLP for Microsoft 365 Copilot, the oversharing controls in SharePoint, third-party AI and endpoint controls, prompt and response governance, and assembling a Copilot readiness baseline.
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- 11.111.1 Why AI Changes the Data Security Problem
- 11.211.2 DSPM for AI: The Front Door
- 11.311.3 Prerequisites and Onboarding
- 11.411.4 Data Risk Assessments and Oversharing
- 11.511.5 Sensitivity Labels as the Copilot Control
- 11.611.6 DLP for Microsoft 365 Copilot
- 11.711.7 Oversharing Controls in SharePoint
- 11.811.8 Third-Party AI and the Endpoint
- 11.911.9 Prompt and Response Governance
- 11.1011.10 The Copilot Readiness Baseline
- 11.11Module Summary
- 11.12Check My Knowledge
Step-by-step configuration guides for every control in the data-security program. Follow each guide in your own tenant to build classification, sensitivity labels and auto-labeling, DLP and endpoint DLP, retention, insider risk with Adaptive Protection, and the AI-readiness controls, with the portal paths, the PowerShell, the verification, and the pitfalls.
Phase 0: Course Resources
Where each control lives, what its setting actually decides, and what it leaves uncovered, one sheet per domain.
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Ordered procedures for the data security work that recurs: standing up classification, rolling out labels, deploying DLP without stopping the business.
Building a tenant with content messy enough to behave like a real estate, where you can watch a control cover nothing.
Data security work reasoned end to end, including the cases where the control was already there and the ones that end in doing nothing.
What to do when something fires or somebody asks: a DLP alert, a suspected leak, a subject access request, a regulator, a control that broke the business.
Every practice surface available for this course, what each one gives you, and where the gaps are.
Microsoft Purview documentation, Microsoft security documentation, sensitive information type and EDM references, DLP and endpoint guidance, retention and records, insider risk, DSPM for AI, and the frameworks and standards used throughout the course.
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Course Completion
Microsoft 365 Data Security Engineering end-of-course exam: a simulation-based assessment testing whether you can scope a data security incident, establish what a label and a policy actually did, and respond without breaking the business process that produced the data.
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Course overview
Data security engineering is its own discipline. It is not identity security with different portals, and it is not a compliance project with a dashboard at the end. The question every control in Purview resolves to is whether a classifier matched, and almost nobody measures whether theirs did. This course follows one organization's data from unknown to defended, and teaches you to prove each control works rather than assume it. Learn how to:
By the end you can walk into a licensed, unconfigured tenant and stand up a program you can defend, including an honest statement of what it does not cover.
How this course works
Data security in Microsoft 365 is a chain, and every link is inert without the one before it. This course runs it in the order it has to work.
1. Classify before you protect. Every Purview control resolves to a classification. Labels, DLP and retention all ask the same question first, and an estate that never answered it cannot enforce anything.
2. Label so the protection travels. A sensitivity label carries its protection out of the tenant with the file. That is the difference between a control and a boundary.
3. Automate the labeling, because users will not. Manual classification at scale is a policy nobody follows. Auto-labeling is what makes coverage real.
4. Write DLP against what actually leaves. Policy tuned against a hypothesis blocks legitimate work and misses the path in use. Run in simulation and read the result first.
5. Investigate what the controls reported. Alerts, insider risk signals and the audit record, read as an investigation rather than a queue.
The course closes with configuration guides for every control it built.
What this course assumes
No minimum experience and no prerequisite course. The Purview surface, the classification model and the licensing that gates each control are introduced where they first matter.
What makes it go faster: a tenant with the relevant Purview licensing, since much of this is gated. Not required, and the course is explicit about which control needs which tier.
What this course does not cover: incident response process, identity security and endpoint engineering, which are separate courses. This is protecting the data itself.
Who this course is for
You are a security engineer, M365 administrator, SOC analyst, or consultant with Purview in the tenant and a gap between what it could do and what it does. This course is designed for you if you want to:
Compliance and privacy staff who need to know what the technical controls actually do belong here too. Every concept is taught at first use.
What you'll learn
By the end of this course you will be able to:
Key course takeaways
Things you need to know
What are the prerequisites for this course?
Familiarity with Microsoft 365 as an administrator or a user, and comfort reading a PowerShell cmdlet. No prior Purview, KQL, or compliance experience is required. Each is taught at first use and the content is self-contained.
What are the lab requirements?
None. The course is completable without a tenant. If you want to build every control as you learn it, a Microsoft 365 E5 trial or a developer tenant is enough, and the course states plainly which controls need E5 and which are reachable on E3. There is no lab image to download and no hypervisor to run.
How will the course benefit your career?
Purview is licensed in most Microsoft-shop enterprises and configured properly in very few of them. An engineer who can classify an estate, prove the classifiers work, close the exfiltration channels, and hand over a case file is answering the question boards have started asking. The AI half of the discipline is newer still, and the people who can do it are fewer.
Usage rights and disclaimer
Course materials: Licensed for individual professional development. You may not redistribute course content or share account credentials.
Fictional environment: All scenarios use Northgate Engineering. Any resemblance to real organizations is coincidental.
End of Course Exam
Complete the course, then prove your skills under time pressure. Pass mark: 70. Earn your certificate with CPE credits.
One random scenario per attempt. Certificate issued on pass.