Data Lifecycle and Records Management
Policies and rulesCreate Retention Policies
In brief
Updated Microsoft Purview documentation in Purview/create-retention-policies.md.
What Purview admins need to know
Review the underlying documentation change to determine whether it affects tenant configuration or rollout plans.
Summaries are generated from the documentation change itself.
Documentation change
View on Microsoft LearnThe comparison below shows only the changed extract. Use the full-page view for complete context.
Separate an existing 'Teams chats and Copilot interactions' policy
Previously, retention policies used the location Teams chats and Copilot interactions that combined Teams chat and Copilot interactions. There are now separate retention locations for Beginning 15th January, 2027, Microsoft Purview will treat 'Teams chatchats and Copilot interactions.interactions" policy as Teams-only policies. After this change is applied to your organization:
You can separate Teams chats fromMicrosoft 365 Copilot interactionsfrom an existing retention policy.will no longer be retained or deleted through these legacy Teams policies.You can createThis change applies to both previously retained Copilot interactions and new Copilot interactions.- Retention behavior for Microsoft Teams content will remain unchanged.
Create a new retention policiespolicy explicitly configured for just Teams chats, orCopilot by selecting "Microsoft Copilot Experiences" location to maintain the required retention coverage for just Copilot interactions.
Use the following PowerShell commands to separate an existing retention policy for Teams chats and Copilot interactions:
Set-AppRetentionCompliancePolicy -Identity “<policy name>” -Applications "User:M365Copilot"
```
For new retention policies, select the new locations, such as Teams chat or Microsoft Copilot Experiences.
Note
If you have existing retention policies for Please note that doing a Get command on 'Teams chats and Copilot interactions,' policies from cmdlet will still show the policy covering teams+copilot i.e. MicrosoftTeams and NOT TeamsChatUserInteractions but while processing; they will ONLY cover Teams Interactions.
Note
Beginning 15th January, 2027; Teams chats and Copilot interactions policies will continue to govern only Teams content, and will no longer cover Microsoft 365 Copilot interactions. Previously retained Copilot interactions also will NOT be supported, although they can't be edited whencovered. Create a new Copilot retention policy if your tenant supports the separate locations. Atorganization requires retention or deletion controls for this point, any new retention policies must use the new locations.data.
How long it takes for retention policies to take effect
@@ -267,10 +267,13 @@ If your organization is using [administrative units](purview-admin-units#permiss
## Separate an existing 'Teams chats and Copilot interactions' policy
-Previously, retention policies used the location **Teams chats and Copilot interactions** that combined Teams chat and Copilot interactions. There are now separate retention locations for Teams chat and Copilot interactions.
+Previously, retention policies used the location **Teams chats and Copilot interactions** that combined Teams chat and Copilot interactions. Beginning 15th January, 2027, Microsoft Purview will treat 'Teams chats and Copilot interactions" policy as **Teams-only policies**. After this change is applied to your organization:
-- You can separate Teams chats from Copilot interactions from an existing retention policy.
-- You can create new retention policies for just Teams chats, or for just Copilot interactions.
+- Microsoft 365 Copilot interactions will no longer be retained or deleted through these legacy Teams policies.
+- This change applies to both previously retained Copilot interactions and new Copilot interactions.
+- Retention behavior for Microsoft Teams content will remain unchanged.
+
+Create a new retention policy explicitly configured for Copilot by selecting **"Microsoft Copilot Experiences"** location to maintain the required retention coverage for Copilot interactions.
Use the following PowerShell commands to separate an existing retention policy for **Teams chats and Copilot interactions**:
@@ -291,11 +294,11 @@ Use the following PowerShell commands to separate an existing retention policy f Set-AppRetentionCompliancePolicy -Identity “<policy name>” -Applications "User:M365Copilot"
```
-For new retention policies, select the new locations, such as **Teams chat** or **Microsoft Copilot Experiences**.
+Please note that doing a Get command on 'Teams chats and Copilot interactions' policies from cmdlet will still show the policy covering teams+copilot i.e. MicrosoftTeams and NOT TeamsChatUserInteractions but while processing; they will ONLY cover Teams Interactions.
Note
-If you have existing retention policies for **Teams chats and Copilot interactions**, they continue to be supported, although they can't be edited when your tenant supports the separate locations. At this point, any new retention policies must use the new locations.
+Beginning 15th January, 2027; Teams chats and Copilot interactions policies will continue to govern only Teams content, and will no longer cover **Microsoft 365 Copilot interactions**. Previously retained Copilot interactions also will NOT be covered. Create a new Copilot retention policy if your organization requires retention or deletion controls for this data.
## How long it takes for retention policies to take effect