MC1105008 - Microsoft Purview compliance portal: Modern eDiscovery additional enhancements

We’re introducing several enhancements to the modernized eDiscovery interface in Microsoft Purview to streamline workflows, improve usability, and provide greater administrative control. These updates include:

• Ability to delete searches
• Ability to delete exports created from searches
• Auto-population of the custodian field in review sets and exports
• Advanced indexing improvements, including indexing all Exchange items with attachments in scope
• A new tenant-level premium feature toggle to control eDiscovery case license toggle value during case creation.
• A new analytics process report for deeper insights into review set analytics (e.g., deduplication)
• Expanded search condition builder with support for logical operators (AND, OR, NEAR) in the keywords field
• Export packages to include user input export name for easier association with the export process
• Bulk import of data sources

These updates are designed to enhance the eDiscovery experience by offering more flexible, powerful tools and reducing administrative overhead.

This change is associated with Microsoft 365 Roadmap ID: 494160 

When this will happen:

General Availability (Worldwide/GCC/GCCH/DoD): Rollout will begin in late June 2025 and is expected to complete by the end of August 2025.

How this will affect your organization:

• The tenant-level premium toggle sets the default value for newly created cases, giving admins centralized control over premium settings without affecting existing cases.
• The ability to delete searches and direct exports introduces a change in lifecycle management, which may impact audit trails or collaboration workflows.
• Logical operators in the search condition builder will enhance query precision but may require updates to search strategies.
• Advanced indexing improvements will improve content discoverability, especially in complex or high-volume cases.

What you can do to prepare:

• Review and update internal documentation, training materials, and workflows to reflect these changes.
• Ensure your teams are aware of the new search and direct export deletion capability and its implications for audit and collaboration.
• Update search guidance to incorporate logical operators for more effective query construction.
• Evaluate how the new analytics report and indexing enhancements can support your review and prioritization processes.

Compliance considerations:

• Alters how existing customer data is processed, stored, or accessed: Yes - Advanced indexing improvement may affect how data is processed and accessed within eDiscovery.
• Modifies or disables Purview capabilities (eDiscovery, audit logging, etc.): Yes - The ability to delete searches and direct exports directly impact eDiscovery workflows and may affect audit logging.
• Alters how admins monitor/report on compliance activities: Yes - The new tenant level license toggle affects how admin control the use of eDiscovery premium features in their eDiscovery workflow. 
• Modifies how users access/export/delete/correct personal data (GDPR DSR): Maybe - The ability to delete searches and direct exports could affect how personal data is retained or accessed, depending on organizational policies and configurations.