I probably missed it early this year, but today I noticed that Microsoft has recently updated their records management licensing guidance - and I thought I'd put together a few notes on some of the changes that I noticed.
The obvious new addition to the licensing rules is the ability to apply retention policies to the prompts / responses generated by Microsoft Copilot requires users to have a 'Microsoft 365' license (as opposed to an Office 365 license). This is a little confusing, as it means that a user with a Microsoft 365 E3 license is allowed to set retention policies on Copilot prompts and responses, but a user with an Office 365 E3 license isn't.1
The other thing that jumps out to me on this new licensing page is that Microsoft has clarified the rules about using either Power Automate or the Graph API to set retention labels. Unfortunately, it's now clear that you can no longer use either of these approaches for applying retention labels if you only have E3 licenses.
Unfortunately, this clarification means that some of the approaches that I mentioned in my IRMS session on "Managing Microsoft 365 Records with E3 licenses" last year are no longer valid - specifically, you're no longer allowed to use a Power Automate workflow to automatically apply retention labels to your content.
If you're looking for them, the new records management licensing rules can be found on the following page: Microsoft Purview Data Lifecycle and Records Management service description - Service Descriptions | Microsoft Learn
1 - For clarity a Microsoft 365 Copilot license is required in addition to one of the following licenses: Microsoft 365 E5/A5/G5, Business Premium, G5 Information Protection and Governance, G5 Compliance, Microsoft 365 E3/A3/G3, Office 365 E3/A3/G3