When implementing a Data Loss Prevention (DLP) policy in Microsoft Purview, it is essential to adopt a phased approach to ensure its effective deployment. The initial step should involve activating “Simulation Mode,” which facilitates the assessment of potential user impact before the policy is fully enforced. This preliminary stage enables precise adjustments and fine-tuning of the policy, ensuring it aligns with organisational requirements. Following these refinements, a second round of simulation should be conducted to validate the changes and confirm the policy’s readiness for implementation.

The subsequent step involves enabling the policy with the use of “Policy Tips”. These tips effectively inform end-users about their actions, outline potential consequences, and suggest more appropriate alternatives, thereby promoting compliance and awareness. While this approach is often sufficient, the next logical progression, though not always necessary, may involve implementing “blocking actions.” Recognising that such measures can be perceived as intrusive by end-users, Microsoft Purview provides a balanced alternative: “Blocking with a possibility to override,” commonly referred to as “Soft Blocking.” This option allows users to proceed with their actions under specific conditions, offering a flexible yet controlled approach to policy enforcement.

This blog article is dedicated to providing a comprehensive overview of the various configuration options available for this intriguing feature.

Please note that this applies exclusively to the sharing of sensitive information via email, whether in the message content or as an attachment. Built-in options are available for other sharing methods.