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Microsoft 365 Compliance Center: Data Loss Prevention Basics

Set up Data Loss Prevention (DLP) policies in Microsoft 365 to protect sensitive information from being shared inappropriately.

Data Loss Prevention (DLP) in Microsoft 365

DLP policies detect and prevent the sharing of sensitive information — like credit card numbers, Aadhaar numbers, or confidential documents — across email, Teams, SharePoint, and OneDrive.

### Accessing DLP

Go to **compliance.microsoft.com** → Data loss prevention → Policies

### Creating a DLP Policy

1. **New policy** → Choose a template or start blank

2. **Name your policy** (e.g. "Block Credit Card Sharing")

3. **Choose locations:** Exchange, SharePoint, OneDrive, Teams, Endpoint devices

4. **Define conditions:**

- Content contains: sensitive info types (e.g. Credit Card Number, PAN Card, Aadhaar)

- Shared externally vs internally

5. **Define actions:**

- Restrict access

- Send policy tip to user

- Send incident report to admin

- Block the activity

### Sensitive Information Types

Microsoft 365 includes 200+ pre-built types:

  • Credit card numbers
  • India PAN Card
  • India Aadhaar
  • Passport numbers
  • Bank account numbers
  • Custom regex patterns (for your own data)

### Policy Tips

When a user tries to share sensitive content, they see a pop-up explaining the policy — and can optionally override with a business justification.

### Testing a Policy

Set policy to **Test mode** first — logs activity but does not block.

Review alerts: DLP → Activity explorer → see matched events

Switch to Enforce after reviewing.

### Common Scenarios

  • Block emails with credit card numbers leaving the organisation
  • Warn users sharing files with Aadhaar numbers externally
  • Prevent confidential SharePoint documents from being downloaded by guests
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