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Integrate Microsoft Purview with your AI CRM

Manage Microsoft Purview eDiscovery, records management, information protection, sensitivity labels, and subject rights requests through Microsoft Graph.

Explore Triggers and Actions

Activate Ediscovery Case Custodian

Reactivate a released custodian so they become part of the eDiscovery case again. Microsoft Graph accepts this asynchronous workflow with 202 Accepted.

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Add Ediscovery Case Members

Add an eDiscovery case member in Microsoft Purview.

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Add Ediscovery Case Search Additional Sources

Add one mailbox or site as an additional source for an eDiscovery search.

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Add Ediscovery Case Search Custodian Sources

Deprecated: use ADD_EDISCOVERY_CASE_SEARCH_SOURCE with source_type='custodial'. Associate a custodial data source with an eDiscovery search.

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Add Ediscovery Case Search Noncustodial Sources

Deprecated: use ADD_EDISCOVERY_CASE_SEARCH_SOURCE with source_type='noncustodial'. Associate a noncustodial data source with an eDiscovery search.

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Add Ediscovery Case Search Source

Associate one custodial or noncustodial data source with an eDiscovery search. Verify the source URL before changing this compliance relationship.

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Add Search Results To Ediscovery Review Set

Start the long-running process that adds an eDiscovery search collection to a review set. Microsoft Graph returns only acceptance; monitor case operations.

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Apply Ediscovery Case Custodian Hold

Apply a hold to one custodian through the stable v1.0 endpoint and start asynchronous compliance processing.

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Apply Ediscovery Case Custodians Hold

Apply holds to selected custodians in an eDiscovery case and start asynchronous compliance processing.

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Apply Ediscovery Case Noncustodial Data Source Hold

Apply a hold to one noncustodial data source through the stable v1.0 endpoint and start asynchronous compliance processing.

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Apply Ediscovery Case Noncustodial Data Sources Hold

Apply holds to selected noncustodial data sources in an eDiscovery case and start asynchronous compliance processing.

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Apply Ediscovery Case Review Set Query Tags

Start the asynchronous process of adding, removing, or simultaneously adding and removing tags on files selected by a review set query.

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Close Ediscovery Case

Close an eDiscovery case. This changes workflow state and can be difficult to reverse; confirm the target first.

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Compute Current User Governance Protection Scopes

Compute data-protection policies and actions for the signed-in user.

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Compute Tenant Governance Protection Scopes

Compute tenant-wide data-protection policies, actions, and bindings.

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Compute Tenant Governance Sensitivity Labels Inheritance

Compute the inherited tenant sensitivity label for selected labels and content formats.

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Compute Tenant Governance Sensitivity Labels Rights And Inheritance

Compute usage rights and inherited labels for protected tenant content.

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Compute User Governance Protection Scopes

Compute data-protection policies and actions for a specific user.

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Create Authority

Create an authority template in Microsoft Purview records management.

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Create Category

Create a category template in Microsoft Purview records management.

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Create Category Subcategory

Create a subcategory template under a category in Microsoft Purview records management.

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Create Citation

Create a citation template in Microsoft Purview records management.

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Create Current User Governance Content Activity

Write a persistent Microsoft Purview compliance activity for the signed-in user. This stores metadata permanently, and Microsoft Graph provides no delete endpoint; confirm the metadata before calling.

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Create Department

Create a department template in Microsoft Purview records management.

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Create Ediscovery Case

Create a named eDiscovery case for an investigation, with an optional description and customer reference number.

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Create Ediscovery Case Custodian

Create one custodian in a Microsoft Purview eDiscovery case.

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Create Ediscovery Case Custodian Site Source

Deprecated compatibility action. New callers should use CREATE_EDISCOVERY_CASE_CUSTODIAN_SOURCE with source_type=site. Create a site source for an eDiscovery custodian.

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Create Ediscovery Case Custodian Source

Create one site, user, or unified-group source for an eDiscovery custodian.

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Create Ediscovery Case Custodian Unified Group Source

Deprecated compatibility action. New callers should use CREATE_EDISCOVERY_CASE_CUSTODIAN_SOURCE with source_type=unified_group. Create a unified-group source for an eDiscovery custodian.

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Create Ediscovery Case Custodian User Source

Deprecated compatibility action. New callers should use CREATE_EDISCOVERY_CASE_CUSTODIAN_SOURCE with source_type=user. Create a user source for an eDiscovery custodian.

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Create Ediscovery Case Legal Hold

Create an eDiscovery hold policy. Graph can return 404 after committing this asynchronous operation; list the case's holds for the unique name before retrying.

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Create Ediscovery Case Legal Hold Site Source

Deprecated compatibility action for creating a site source on an eDiscovery legal hold. New callers should use CREATE_EDISCOVERY_CASE_LEGAL_HOLD_SOURCE with source_type='site'.

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Create Ediscovery Case Legal Hold Source

Create one site or user source on a Microsoft Purview eDiscovery legal-hold policy.

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Create Ediscovery Case Legal Hold User Source

Deprecated compatibility action for creating a user source on an eDiscovery legal hold. New callers should use CREATE_EDISCOVERY_CASE_LEGAL_HOLD_SOURCE with source_type='user'.

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Create Ediscovery Case Noncustodial Data Source

Create one noncustodial data source in a Microsoft Purview eDiscovery case.

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Create Ediscovery Case Review Set

Create a review set in an eDiscovery case.

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Create Ediscovery Case Review Set Query

Create a KQL query in an eDiscovery review set.

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Create Ediscovery Case Search

Create a search in a Microsoft Purview eDiscovery case.

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Create Ediscovery Case Tag

Create a review tag for a Microsoft Purview eDiscovery case.

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Create File Plan Reference

Create a file plan reference template in Microsoft Purview records management.

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Create Retention Event

Create a retention event in Microsoft Purview records management. This starts a compliance retention workflow for matching content; verify the event type, trigger time, and workload queries before calling.

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Create Retention Event Type

Create a retention event type in Microsoft Purview records management.

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Create Retention Label

Create a retention label in Microsoft Purview records management. The label can configure content retention or deletion, disposition review, treatment as a regulatory record, and automatic application of a replacement label after the retention period, according to the supplied settings.

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Create Subject Rights Request

Create a regulated subject rights request in Microsoft Purview. Confirm the subject and request type because delete requests can lead to data removal.

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Create Subject Rights Request Note

Create an authored note on a Microsoft Purview subject rights request.

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Create User Governance Content Activity

Write a persistent Microsoft Purview compliance activity for a specified user. This stores metadata permanently, and Microsoft Graph provides no delete endpoint; confirm the user and metadata before calling.

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Delete Authority

Permanently delete an authority template. Verify the identifier before calling.

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Delete Category

Permanently delete a category template. Verify the identifier before calling.

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Delete Category Subcategory

Permanently delete a subcategory template from its parent category. Verify both identifiers before calling.

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Delete Citation

Permanently delete a citation template. Verify the identifier before calling.

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Delete Department

Permanently delete a department template. Verify the identifier before calling.

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Delete Ediscovery Case

Delete an eDiscovery case. This permanently removes compliance state; verify the identifier before calling.

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Delete Ediscovery Case Case Member

Remove an eDiscovery case member. Verify the case and member identifiers before calling.

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Delete Ediscovery Case Custodian Site Source

Deprecated compatibility action. New callers should use DELETE_EDISCOVERY_CASE_CUSTODIAN_SOURCE with source_type=site. Delete one site-source association from an eDiscovery custodian.

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Delete Ediscovery Case Custodian Source

Remove one site, unified-group, or user source association from an eDiscovery custodian. This does not delete the underlying site, group, mailbox, or content.

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Delete Ediscovery Case Custodian Unified Group Source

Deprecated compatibility action. New callers should use DELETE_EDISCOVERY_CASE_CUSTODIAN_SOURCE with source_type=unified_group. Delete one unified-group-source association from an eDiscovery custodian.

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Delete Ediscovery Case Custodian User Source

Deprecated compatibility action. New callers should use DELETE_EDISCOVERY_CASE_CUSTODIAN_SOURCE with source_type=user. Remove one user-source association without deleting the mailbox or content.

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Delete Ediscovery Case Legal Hold

Permanently delete an eDiscovery hold policy, remove all associated holds, and release its sites and mailboxes. This can permanently delete content that was preserved only by this hold; verify every identifier before calling.

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Delete Ediscovery Case Legal Hold Site Source

Deprecated compatibility action for deleting a site source from an eDiscovery legal hold. New callers should use DELETE_EDISCOVERY_CASE_LEGAL_HOLD_SOURCE with source_type='site'.

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Delete Ediscovery Case Legal Hold Source

Remove one site or user source association from an eDiscovery legal-hold policy. This does not delete the underlying SharePoint site, mailbox, or content.

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Delete Ediscovery Case Legal Hold User Source

Deprecated compatibility action for deleting a user source from an eDiscovery legal hold. New callers should use DELETE_EDISCOVERY_CASE_LEGAL_HOLD_SOURCE with source_type='user'.

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Delete Ediscovery Case Review Set Query

Permanently delete a query from an eDiscovery review set. Verify the case, review set, and query identifiers before calling.

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Delete Ediscovery Case Search

Permanently delete an eDiscovery search. Destructive: verify the case and search identifiers before calling.

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Delete Ediscovery Case Tag

Remove an eDiscovery review tag. Verify the case and tag identifiers before calling.

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Delete File Plan Reference

Permanently delete a file plan reference template through the Microsoft Graph v1.0 endpoint. Verify the identifier before calling.

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Delete Retention Event

Delete a retention event from Microsoft Purview records management. This permanently removes compliance state; verify the retention event identifier before calling.

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Delete Retention Event Type

Permanently delete a retention event type. Verify the identifier before calling.

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Delete Retention Label

Permanently delete a retention label. Verify the identifier before calling.

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Delete Retention Label Descriptors File Plan Reference Template

Compatibility action that unlinks the file plan reference descriptor from a retention label. New callers should use MICROSOFT_PURVIEW_REMOVE_RETENTION_LABEL_DESCRIPTOR with descriptor_type='file_plan_reference'.

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Disable Ediscovery Case Legal Hold Policy

Disable an eDiscovery legal-hold policy and start asynchronous removal from its configured sources.

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Enable Ediscovery Case Legal Hold Policy

Enable an eDiscovery legal-hold policy and start asynchronous distribution to its configured sources.

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Estimate Ediscovery Case Search Statistics

Start a potentially long-running estimate job for an eDiscovery search. Monitor completion using the returned operation location or operation-read tools.

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Evaluate Current User Sensitivity Labels Application

Evaluate which sensitivity-label actions apply for the signed-in user and desired content state.

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Evaluate Current User Sensitivity Labels Classification Results

Evaluate classification results against sensitivity-label policy for the signed-in user.

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Evaluate Current User Sensitivity Labels Removal

Evaluate removal of a sensitivity label for the signed-in user.

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Evaluate Tenant Information Protection Sensitivity Labels Application

Evaluate sensitivity-label application against tenant information-protection policy.

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Evaluate User Sensitivity Labels Application

Evaluate sensitivity-label application for a specific user's policy context.

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Evaluate User Sensitivity Labels Classification Results

Evaluate classification results for a specific user's information-protection policy.

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Evaluate User Sensitivity Labels Removal

Evaluate sensitivity-label removal for a specific user's policy context.

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Evaluate Users Sensitivity Labels Classification Results

Evaluate classification results in the tenant-wide users information-protection context.

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Evaluate Users Sensitivity Labels Removal

Evaluate label removal in the tenant-wide users information-protection context.

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Export Ediscovery Case Review Set

Start a long-running review set export. The credential-bearing export location is deliberately not returned; monitor case operations for status.

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Export Ediscovery Case Review Set Query

Start a long-running export of files matching a review set query. No export location or credential-bearing URL is returned; monitor case operations.

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Export Ediscovery Case Search Report

Start a potentially long-running eDiscovery search report export. This can trigger substantial compliance processing; monitor the returned operation location until completion.

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Export Ediscovery Case Search Result

Start a potentially long-running eDiscovery search-result export. This can trigger substantial compliance processing; monitor the returned operation location until completion.

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Extract Current User Sensitivity Labels Content Label

Extract sensitivity-label information from content metadata for the signed-in user.

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Extract User Sensitivity Labels Content Label

Extract a sensitivity label from existing content metadata for a specified user using application authentication.

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Extract Users Sensitivity Labels Content Label

Extract a content label in the tenant-wide users information-protection context.

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Get Authority

Get an authority template from Microsoft Purview records management.

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Get Category

Get a category template from Microsoft Purview records management.

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Get Category Subcategory

Get a subcategory template from Microsoft Purview records management.

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Get Citation

Get a citation template from Microsoft Purview records management.

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Get Current User Label Policy Settings

Get information-protection label policy settings for the signed-in user.

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Get Current User Sensitivity Label

Get one sensitivity label available to the signed-in user.

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Get Department

Get a department template from Microsoft Purview records management.

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Get Ediscovery Case

Get one eDiscovery case from Microsoft Purview.

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Get Ediscovery Case Custodian

Get ediscovery custodian in Microsoft Purview ediscovery custodians and sources.

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Get Ediscovery Case Legal Hold

Get ediscovery hold policy in Microsoft Purview ediscovery holds.

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Get Ediscovery Case Noncustodial Data Source

Get ediscovery noncustodial data source in Microsoft Purview ediscovery custodians and sources.

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Get Ediscovery Case Operation

Get case-operation status and safe metadata without exposing export download URLs.

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Get Ediscovery Case Review Set

Get one review set from an eDiscovery case.

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Get Ediscovery Case Review Set File

Get metadata for one review set file through the beta-only route. File content and extracted text are never returned.

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Get Ediscovery Case Review Set File Tag

Get a tag by ID from the tags expanded on a beta eDiscovery review set file.

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Get Ediscovery Case Review Set File Tag Child Tag

Get an applied child tag by its ID and parent tag ID from a beta eDiscovery review set file.

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Get Ediscovery Case Review Set File Tag Parent

Get the expanded parent of a tag associated with a beta eDiscovery review set file.

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Get Ediscovery Case Review Set Query

Get one query from an eDiscovery review set.

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Get Ediscovery Case Search

Get one Microsoft Purview eDiscovery search by case and search identifier.

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Get Ediscovery Case Search Last Estimate Statistics Operation

Get the latest estimate-statistics operation for an eDiscovery search to monitor long-running processing.

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Get Ediscovery Case Settings

Get settings for a Microsoft Purview eDiscovery case.

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Get Ediscovery Case Tag

Get one review tag from a Microsoft Purview eDiscovery case.

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Get Ediscovery Case Tags As Hierarchy

Return the review-tag hierarchy for a Microsoft Purview eDiscovery case.

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Get File Plan Reference

Get a file plan reference template from Microsoft Purview records management.

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Get Retention Event

Get one retention event from Microsoft Purview records management.

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Get Retention Event Label

Get a retention label associated with a Microsoft Purview retention event.

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Get Retention Event Retention Event Type

Get the retention event type associated with a retention event.

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Get Retention Event Type

Get a retention event type from Microsoft Purview records management.

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Get Retention Label

Get a retention label from Microsoft Purview records management.

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Get Retention Label Descriptor

Get one authority, category, citation, department, or file plan reference descriptor associated with a retention label.

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Get Retention Label Descriptors Authority Template

Compatibility-specific authority descriptor getter. New callers should use MICROSOFT_PURVIEW_GET_RETENTION_LABEL_DESCRIPTOR with descriptor_type='authority'.

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Get Retention Label Descriptors Category Template

Compatibility-specific category descriptor getter. New callers should use MICROSOFT_PURVIEW_GET_RETENTION_LABEL_DESCRIPTOR with descriptor_type='category'.

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Get Retention Label Descriptors Citation Template

Compatibility-specific citation descriptor getter. New callers should use MICROSOFT_PURVIEW_GET_RETENTION_LABEL_DESCRIPTOR with descriptor_type='citation'.

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Get Retention Label Descriptors Department Template

Compatibility-specific department descriptor getter. New callers should use MICROSOFT_PURVIEW_GET_RETENTION_LABEL_DESCRIPTOR with descriptor_type='department'.

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Get Retention Label Descriptors File Plan Reference Template

Compatibility-specific file plan reference descriptor getter. New callers should use MICROSOFT_PURVIEW_GET_RETENTION_LABEL_DESCRIPTOR with descriptor_type='file_plan_reference'.

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Get Retention Label Event Type

Get the retention event type associated with a retention label.

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Get Subject Rights Request

Get one subject rights request from Microsoft Purview.

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Get Subject Rights Request Final Attachment

Download the completed subject rights request attachment as a framework-managed file without exposing the provider's redirect credentials.

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Get Subject Rights Request Final Report

Download the completed subject rights request report as a framework-managed file without exposing provider redirect credentials.

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Get Tenant Governance Sensitivity Label

Get one tenant sensitivity label through the data-security and governance API.

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Get Tenant Governance Sensitivity Label Rights

Get the calling user's usage rights for a tenant sensitivity label.

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Get Tenant Information Protection Label Policy Settings

Get tenant information-protection label policy settings.

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Get Tenant Information Protection Sensitivity Label

Get one tenant sensitivity label through the beta information-protection API.

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Get User Label Policy Settings

Get information-protection label policy settings for a specific user.

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Get User Sensitivity Label

Get one sensitivity label available to a specific user.

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List Authorities

List authority templates in Microsoft Purview records management.

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List Categories

List category templates in Microsoft Purview records management.

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List Category Subcategories

List subcategory templates for a category in Microsoft Purview records management.

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List Citations

List citation templates in Microsoft Purview records management.

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List Current User Sensitivity Labels

List sensitivity labels available to the signed-in user.

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List Departments

List department templates in Microsoft Purview records management.

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List Ediscovery Case Custodian Last Index Operation

Get the most recent indexing operation for one custodian in an eDiscovery case. Use it to monitor the progress and outcome of that custodian's index update.

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List Ediscovery Case Custodian Site Sources

Deprecated compatibility action. New callers should use LIST_EDISCOVERY_CASE_CUSTODIAN_SOURCES with source_type=site. List site sources for one eDiscovery custodian.

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List Ediscovery Case Custodian Sources

List site, unified-group, or user sources that belong to one custodian in an eDiscovery case.

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List Ediscovery Case Custodian Unified Group Sources

Deprecated compatibility action. New callers should use LIST_EDISCOVERY_CASE_CUSTODIAN_SOURCES with source_type=unified_group. List unified-group sources for one eDiscovery custodian.

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List Ediscovery Case Custodian User Sources

Deprecated compatibility action. New callers should use LIST_EDISCOVERY_CASE_CUSTODIAN_SOURCES with source_type=user. List user sources for one eDiscovery custodian.

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List Ediscovery Case Custodians

List ediscovery custodian in Microsoft Purview ediscovery custodians and sources.

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List Ediscovery Case Legal Hold Site Sources

Deprecated compatibility action for listing site sources attached directly to an eDiscovery legal hold. New callers should use LIST_EDISCOVERY_CASE_LEGAL_HOLD_SOURCES with source_type='site'.

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List Ediscovery Case Legal Hold Sources

List one page of site or user sources attached directly to an eDiscovery legal-hold policy, excluding sources owned by a custodian.

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List Ediscovery Case Legal Hold User Sources

Deprecated compatibility action for listing user sources attached directly to an eDiscovery legal hold. New callers should use LIST_EDISCOVERY_CASE_LEGAL_HOLD_SOURCES with source_type='user'.

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List Ediscovery Case Legal Holds

List ediscovery hold policies in Microsoft Purview ediscovery holds.

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List Ediscovery Case Members

List member objects for an eDiscovery case in Microsoft Purview.

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List Ediscovery Case Noncustodial Data Sources

List ediscovery noncustodial data sources in Microsoft Purview ediscovery custodians and sources.

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List Ediscovery Case Noncustodial Source Last Index Operation

Get the most recent indexing operation for one noncustodial data source in an eDiscovery case. Use it to monitor the progress and outcome of that source's index update.

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List Ediscovery Case Operations

List case operations for a Microsoft Purview eDiscovery case without exposing export download URLs.

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List Ediscovery Case Review Set Files

Return one page of file metadata from a review set using the beta-only Graph route. File content and extracted text are excluded.

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List Ediscovery Case Review Set Queries

Return one page of queries associated with an eDiscovery review set.

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List Ediscovery Case Review Sets

Return one page of review sets in an eDiscovery case.

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List Ediscovery Case Search Additional Sources

Deprecated: use LIST_EDISCOVERY_CASE_SEARCH_SOURCES with source_type='additional'. List one page of additional sources associated with an eDiscovery search.

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List Ediscovery Case Search Custodian Sources

Deprecated: use LIST_EDISCOVERY_CASE_SEARCH_SOURCES with source_type='custodial'. List one page of custodial data sources associated with an eDiscovery search.

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List Ediscovery Case Search Noncustodial Sources

Deprecated: use LIST_EDISCOVERY_CASE_SEARCH_SOURCES with source_type='noncustodial'. List one page of noncustodial data sources associated with an eDiscovery search.

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List Ediscovery Case Search Sources

List one page of additional, custodial, or noncustodial data sources associated with an eDiscovery search.

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List Ediscovery Case Searches

List one page of searches in a Microsoft Purview eDiscovery case.

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List Ediscovery Case Tags

List review tags for a Microsoft Purview eDiscovery case.

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List Ediscovery Cases

List eDiscovery cases in Microsoft Purview.

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List File Plan References

List file plan reference templates in Microsoft Purview records management.

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List Retention Event Types

List retention event types in Microsoft Purview records management.

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List Retention Events

List retention events in Microsoft Purview records management.

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List Retention Labels

List retention labels in Microsoft Purview records management without an unsupported page-size query.

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List Subject Rights Request Notes

List authored notes associated with a Microsoft Purview subject rights request.

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List Subject Rights Requests

List subject rights requests in Microsoft Purview.

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List Tenant Governance Sensitivity Labels

List tenant sensitivity labels through the data-security and governance API.

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List Tenant Information Protection Sensitivity Labels

List tenant sensitivity labels through the beta information-protection API.

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List User Sensitivity Labels

List sensitivity labels available to a specific user.

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Process Current User Governance Content

Process content against data protection policies in the signed-in user's context.

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Process Tenant Governance Content

Evaluate content against tenant data-security and governance policies.

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Process Tenant Governance Content Async

Submit a batch of content for tenant data-security and governance processing.

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Process User Governance Content

Process content against data protection policies in a specified user's context.

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Purge Ediscovery Case Search Data

Start an eDiscovery data purge. teamsMessages are permanently deleted even with recoverable; permanentlyDelete is irreversible for all selected areas. Verify the case, search, required purge areas, and required purge type before calling, then monitor the returned operation.

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Release Ediscovery Case Custodian

Release one custodian from an eDiscovery case and start asynchronous cleanup of its case data and holds.

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Release Ediscovery Case Noncustodial Data Source

Release one noncustodial data source from an eDiscovery case and start asynchronous cleanup of its case data and holds.

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Remove Ediscovery Case Custodian Hold

Remove the hold from one custodian through the stable v1.0 endpoint and start asynchronous compliance processing.

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Remove Ediscovery Case Custodians Hold

Remove holds from selected custodians in an eDiscovery case and start asynchronous compliance processing.

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Remove Ediscovery Case Noncustodial Data Source Hold

Remove the hold from one noncustodial data source through the stable v1.0 endpoint and start asynchronous compliance processing.

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Remove Ediscovery Case Noncustodial Data Sources Hold

Remove holds from selected noncustodial data sources in an eDiscovery case and start asynchronous compliance processing.

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Remove Ediscovery Case Search Custodian Source

Deprecated: use REMOVE_EDISCOVERY_CASE_SEARCH_SOURCE with source_type='custodial'. Remove a custodial data-source association from an eDiscovery search.

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Remove Ediscovery Case Search Noncustodial Source

Deprecated: use REMOVE_EDISCOVERY_CASE_SEARCH_SOURCE with source_type='noncustodial'. Remove a noncustodial data-source association from an eDiscovery search.

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Remove Ediscovery Case Search Source

Remove one custodial or noncustodial data-source association from an eDiscovery search. Verify every identifier before this destructive relationship change.

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Remove Retention Event Retention Event Type

Remove a retention event's event-type association. Verify the retention event identifier before calling.

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Remove Retention Label Descriptor

Unlink one authority, category, citation, department, or file plan reference descriptor from a retention label. Verify the label identifier and descriptor type before calling.

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Remove Retention Label Descriptors Authority Template

Compatibility-specific authority descriptor unlink action. New callers should use MICROSOFT_PURVIEW_REMOVE_RETENTION_LABEL_DESCRIPTOR with descriptor_type='authority'.

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Remove Retention Label Descriptors Category Template

Compatibility-specific category descriptor unlink action. New callers should use MICROSOFT_PURVIEW_REMOVE_RETENTION_LABEL_DESCRIPTOR with descriptor_type='category'.

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Remove Retention Label Descriptors Citation Template

Compatibility-specific citation descriptor unlink action. New callers should use MICROSOFT_PURVIEW_REMOVE_RETENTION_LABEL_DESCRIPTOR with descriptor_type='citation'.

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Remove Retention Label Descriptors Department Template

Compatibility-specific department descriptor unlink action. New callers should use MICROSOFT_PURVIEW_REMOVE_RETENTION_LABEL_DESCRIPTOR with descriptor_type='department'.

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Remove Retention Label Descriptors File Plan Reference Template

Compatibility-specific file plan reference descriptor unlink action. New callers should use MICROSOFT_PURVIEW_REMOVE_RETENTION_LABEL_DESCRIPTOR with descriptor_type='file_plan_reference'.

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Remove Retention Label Event Type

Remove a retention label's event-type association. Verify the retention label identifier before calling.

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Reopen Ediscovery Case

Reopen an eDiscovery case in Microsoft Purview.

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Reset Ediscovery Case Settings To Default

Reset Microsoft Purview eDiscovery case settings to their defaults.

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Retry Ediscovery Case Legal Hold Policy

Retry distribution of an eDiscovery legal-hold policy after a failed deployment, then monitor the asynchronous case operation.

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Run Ediscovery Case Review Set Query

Run a review set query through the beta-only route and return matching file metadata. File content and extracted text are excluded.

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Update Ediscovery Case

Update an eDiscovery case in Microsoft Purview.

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Update Ediscovery Case Custodian Index

Update the index for one custodian through the stable v1.0 endpoint. This operation returns only after Graph accepts the update.

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Update Ediscovery Case Custodians Index

Start asynchronous index updates for selected custodians in an eDiscovery case.

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Update Ediscovery Case Legal Hold

Update the KQL content query or description of an eDiscovery legal-hold policy.

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Update Ediscovery Case Noncustodial Data Source Index

Start an asynchronous index update for one noncustodial data source in an eDiscovery case.

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Update Ediscovery Case Review Set

Update the description or display name of an eDiscovery review set.

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Update Ediscovery Case Review Set Query

Update the name and optionally the KQL of an eDiscovery review set query.

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Update Ediscovery Case Search

Update a Microsoft Purview eDiscovery search.

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Update Ediscovery Case Settings

Update one or more settings for a Microsoft Purview eDiscovery case. Provide at least one setting to change.

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Update Ediscovery Case Tag

Update a review tag in a Microsoft Purview eDiscovery case.

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Update Retention Event Retention Event Type

Update the description of the shared retention event type associated with a retention event. Other events or labels using that type are affected.

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Update Retention Event Type

Update a retention event type in Microsoft Purview records management.

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Update Retention Label

Update supported properties of a retention label in Microsoft Purview records management.

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Update Retention Label Event Type

Update the description of the shared retention event type associated with a retention label. Other labels or events using that type are affected.

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Update Subject Rights Request

Update supported properties of a Microsoft Purview subject rights request.

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How the Microsoft Purview integration works

The Microsoft Purview integration connects your Dench AI CRM directly to Microsoft Purview, so agents can read and act on your Microsoft Purview data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

213 actions are available for agents to invoke on your behalf. Every call runs through Microsoft Purview's own authorization, scoped to the account you connect.

Set up Microsoft Purview in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Microsoft Purview and click Connect — you'll authorize access through Microsoft Purview's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Microsoft Purview in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Microsoft Purview integration work with Dench?

The Dench Microsoft Purview integration connects your AI CRM to Microsoft Purview, so AI agents can work with your Microsoft Purview data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Microsoft Purview via Dench?

The Microsoft Purview integration currently exposes 213 actions, including Activate Ediscovery Case Custodian, Add Ediscovery Case Members, Add Ediscovery Case Search Additional Sources, Add Ediscovery Case Search Custodian Sources, Add Ediscovery Case Search Noncustodial Sources, and Add Ediscovery Case Search Source. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Microsoft Purview to Dench?

No. You connect Microsoft Purview from your Dench workspace using Microsoft Purview's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Microsoft Purview integration secure?

Connections are authorized through Microsoft Purview's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Microsoft Purview connection from your workspace settings at any time.

Microsoft Purview | Dench AI CRM