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How to Create a Custom DLP Policy Tip in Office 365

< 1 minute read

O365 Admin Yellow

Data loss prevention is a crucial responsibility for Office 365 administrators. Microsoft offers a variety of features and tools to keep your Office 365 data secure, but a lot of responsibility falls on end users.

In order for IT admins to keep secure information safely within their organizations, user education is necessary. While a variety of strategies may be considered, one possibility is Policy Tips; informative flags that appear to email senders while they’re composing messages to let them know that they might be violating a DLP policy.

To effectively take advantage of Policy Tips, you’ll need to have DLP policies already configured in your Office 365 tenant. You’ll also need a transport rule that invokes Policy Tip notifications. When a user’s message header, body, or attachment is scanned by the transport agent and found to violate a DLP policy, the Policy Tip will be displayed. For more information on this process, see this Technet page.

When you’re ready to create your custom Policy Tip, follow these steps:

  1. From the admin center, select Exchange under Admin.
  2. Select compliance management.
  3. Select data loss prevention.
  4. Click on the Manage policy tips link.
  5. Click the + (plus sign) to add a new tip.
  6. Select the type of Policy Tip you want to create, one that notifies the sender, allows the sender to override, blocks the message, or links to a compliance URL.
  7. Select which locale (language) your Policy Tip will be in.
  8. Enter the text for your Policy Tip.
  9. Click Save.
  10. Click Close.

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