Microsoft 365 was already widely-used before 2020, and the rise of remote work since then has caused adoption and use of this cloud-based solution to further increase. Today, understanding the functionalities – and limitations – of the Microsoft 365 environment and its search and discovery tools has become essential for legal teams. This paper reviews key things lawyers need to know about fulfilling their preservation and discovery duties in Microsoft 365.

• The importance of M365 as a source
• The scope of preservation in the cloud
• The evolving nature of ESI and its sources

• How constant change is the new normal
• How licenses limit creation and response
• Why legal needs a set at the technical table