Security
Data Security & Governance
Invoke's Data Security & Governance practice uses Microsoft Purview to find sensitive data, label and protect it, stop it from leaking and keep it only as long as you should. We cover classification, sensitivity labels, data loss prevention, retention and records, insider risk, privacy requests, eDiscovery, communication compliance and audit, so data is protected before Copilot and AI agents can reach it.
- Solution Area
- Security
- Built on
- Microsoft Purview
- Who's involved
- Security, compliance, legal and records teams
- How to work with us
- Invoke Advise and Invoke Engage
The challenge
AI finds everything your users can reach.
Copilot and AI agents surface whatever people have access to, so oversharing and unlabeled data quickly become real risk.
- Unknown sensitive data
You can't protect data you haven't found and classified.
- Oversharing
Broad permissions expose confidential files to people, and to AI.
- Data leaving the business
Sensitive data moves through email, chat, devices and cloud apps without controls.
- Retention and legal obligations
Keeping too much, or too little, creates regulatory and legal risk.
What we cover
10 capabilities, one practice.
Each area can stand alone or be part of a larger program. We start where the risk or the value is highest.
- Data Discovery & Classification
Find sensitive data across your estate and classify it with built-in and custom sensitive information types.
- Information Protection
Sensitivity labels, encryption and auto-labeling that travel with your content.
- Data Loss Prevention
DLP policies for email, Teams, SharePoint, OneDrive, devices and cloud apps, tuned to avoid noise.
- Data Lifecycle Management (Retention)
Retention labels and policies that keep what you need and delete what you don't.
- Records Management
File plans, record labels and disposition reviews for regulated content.
- Privacy & Subject Rights Management
Workflows to find personal data and fulfill subject rights requests on time.
- Insider Risk Management
Policies that spot risky activity, such as data theft by departing users, with privacy built in.
- eDiscovery & Legal Hold
Case management, preservation and legal holds, ready before you need them.
- Communication Compliance
Supervision policies for regulated communications in email and Teams.
- Audit Logging & Activity Records
Audit settings and retention that make investigations possible.
How we work
From priorities to results, in five stages.
Every engagement moves through the same stages, whether you start with an assessment or a full program.
- Stage 1 Align
Agree on outcomes, priorities and the people involved.
- Stage 2 Prepare
Assess readiness and design the target state.
- Stage 3 Enable
Deploy and configure the Microsoft capabilities.
- Stage 4 Adopt
Roll out to people and processes, with training and change support.
- Stage 5 Optimize
Measure results, tune and plan what comes next.
Why Invoke
Practitioners who work only on Microsoft.
Security and AI together
We protect data as Copilot rolls out, so adoption never waits on governance.
Security Services Partner of the Year
Invoke won Security Services Partner of the Year at the 2026 Microsoft Security Excellence Awards.
Microsoft only
We work only on Microsoft technology, so every design fits the rest of your Microsoft stack.
Recognized by Microsoft
- Winner 2026
Security Services Partner of the Year
Microsoft Security Excellence Awards, presented by MISA on January 26, 2026.
Microsoft source - Finalist 2026
Data Security & Compliance Trailblazer
Microsoft Security Excellence Awards.
- Specialization
Data Security specialization
Validated by Microsoft as part of our Solutions Partner for Security designation.
Microsoft source
Questions
Data Security & Governance, answered.
How do we protect our data before rolling out Microsoft 365 Copilot?
Start with the data Copilot can reach: find and classify sensitive content, apply sensitivity labels, fix oversharing in SharePoint and OneDrive, and turn on data loss prevention. Invoke runs this alongside your Copilot rollout so adoption doesn't wait.
What does Invoke's Data Security & Governance practice cover?
Microsoft Purview end to end: data discovery and classification, sensitivity labels, data loss prevention, retention, records management, privacy and subject rights requests, insider risk management, eDiscovery and legal hold, communication compliance and audit.
Do sensitivity labels work with Copilot?
Yes. Microsoft 365 Copilot respects sensitivity labels and the permissions behind them, and content it creates inherits the label of its source. That's why labeling and permissions are the foundation of a safe Copilot rollout.
Which licenses do we need for Microsoft Purview?
Many Purview capabilities, such as auto-labeling, endpoint data loss prevention and insider risk management, need Microsoft 365 E5 or E5 Compliance. We map what your current licenses include and phase the rest.
Security
Related Solution Plays.
- Identity & Access ManagementZero Trust access for every user, workload and agent identity.Microsoft Entra
- Threat ProtectionUnified security operations that detect and disrupt attacks faster.Microsoft Defender · Microsoft Sentinel
- Endpoint ManagementSecure, compliant devices managed from one place.Microsoft Intune · Windows Autopilot
Talk to a data security practitioner.
Book a briefing to review where you are today and the next step that matters most.