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MT.1176: Retention policy is configured for the Microsoft Copilot location.

ID MT.1176
Severity Medium
Suite Mito
Product Purview
Feature Data lifecycle management
Security area Data protection
Resource type Tenant
User impact of fixing Low
Effort to fix Low
Framework controls nist-800-53-r5:SI-12 Information Management and Retention
Reads from Exchange Online, Security & Compliance PowerShell

Ensure a Microsoft Purview retention policy is configured for the Microsoft Copilot location to govern how Microsoft 365 Copilot prompts and AI-generated responses are retained or deleted.

Copilot interactions (the user prompt + the AI response) are stored in the user’s Exchange mailbox in a hidden folder and are subject to Purview retention. Without a retention policy targeting the Microsoft Copilot location:

  • Copilot transcripts may be retained indefinitely, increasing data subject access request and breach blast-radius.
  • The organisation may not satisfy regulatory obligations that require defensible AI interaction retention or disposal (EU AI Act record-keeping, sector-specific regulations).
  • eDiscovery and legal-hold workflows may have inconsistent coverage of AI activity.

Microsoft Purview now exposes Copilot retention through two surfaces:

  • Legacy retention (Get-RetentionCompliancePolicy) — historically used for the Teams chats and Copilot interactions location.
  • App retention (Get-AppRetentionCompliancePolicy) — the current surface for Microsoft Copilot experiences (Microsoft 365 Copilot, Security Copilot, Copilot Studio, Copilot in Fabric) and Enterprise AI apps, with application identifiers such as User:M365Copilot.

The test passes when at least one enabled Microsoft Purview retention policy targets Microsoft Copilot interactions on either surface.

  1. Open the Microsoft Purview portal — Data Lifecycle Management — Policies.

  2. Click + New retention policy.

  3. Choose the locations and enable Microsoft Copilot (under the AI category).

  4. Define a retention duration (for example, retain for 1 year then delete) aligned to your regulatory and records-retention strategy.

  5. Apply to all users or scoped pilot groups, and turn the policy on.

  6. Verify with PowerShell, checking both surfaces:

    Terminal window
    Connect-IPPSSession
    Get-RetentionCompliancePolicy | Where-Object { $_.MicrosoftCopilotLocation -or $_.Workload -match 'Copilot' }
    Get-AppRetentionCompliancePolicy | Where-Object { $_.Workload -match 'Copilot' -or ($_.Applications | Out-String) -match 'Copilot' -or ($_.Locations | Out-String) -match 'Copilot' }

Mito check. Author: OfirGavish. Open-source licences.

Open-source licences. CIS Benchmark material © Center for Internet Security, Inc.; CISA SCuBA baselines are public domain (CC0).

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