Usage – Protect and Govern Sensitive Data – Build Intent Workshop

Help customers protect their sensitive information and mitigate risky behaviors in their organization with Microsoft Purview.

The Usage - Protect and Govern Sensitive Data Workshop helps customers protect sensitive data in their environment by enabling core features of the Microsoft Purview Portfolio they already own. The workshop helps you show a customer how to get started with Microsoft Purview risk and compliance solutions that can help manage and monitor their data, protect information, minimize compliance risks, and meet regulatory requirements. Workshop topics include:

  • Describing how to solve business solutions using the Microsoft Purview tools the customer already owns
  • Helping the customer quickly identify, triage, and act on risky user activities
  • Providing the customer with additional capabilities when conducting security and forensic investigations in Microsoft 365
  • Developing next steps to guide a customer through a broader Microsoft Purview rollout

Questions about this workshop?

Download the workshop kit


Partner Readiness

Enable partners to effectively land workshop scenarios

Master Delivery Guide
Detailed delivery and technical guide on completing the workshop.
Hours Estimate
Spreadsheet to estimate the level of effort to deliver the workshop.
ReadMe - What's in the Box
Summary of toolkit contents and delivery materials.
Sales and Marketing

Engage prospective customers and recommend workshop activities​

Workshop Invite: One Page Flyer
Template marketing flyer to advertise the workshop.
Workshop Invite: Email Template
Email invitation template to send to customers.
Statement of Work Template
Template to build the customer facing statement of work for workshop.
Assess the Customer

Evaluate customer scenarios in preparation for workshop activities​

Compliance Baseline Questionnaire
Template for collecting information on the customer’s production environment.
Instructions - Configuration Analyzer for Microsoft Purview
Instructions for the customer and partner on running the CAMP Tools.
Instructions - Compliance Activation Assessment
Instructions for the customer and partner on running the CAA Script.
Instructions - DLP Policy Configuration Report
Instructions for the customer and partner on running the DLP Report Script.
Art of the Possible

Execute workshop activities and drive customer engagement

Pre-Engagement and Kick-Off Deck
Introduces the workshop and defines the scope.
Closeout Deck
Template for the partner presentation of the results to the customer.
User Survey: Email Template
Email template to use when sending out the user survey.
User Change Information: Email Template
Email template to use for notifying users about changes to the workshop.
User Experience Survey
Template for collecting information from end users on impact of the workshop.

Increase workshop efficacy through examples and test materials​

Supporting Illustrations
Illustration source file for the partner to customize the workshop.
POE Template
Template document for completing customer proof of execution.
Man in a meeting room working on his laptop Man in a meeting room working on his laptop

Investments and incentives

Partner investments and incentives can help drive the technical and workplace innovations you need to advance your business and your customers’ digital transformation. Let’s build, innovate, and grow together to make more possible.