Dynamics 365 Customer Service: Workforce engagement management - Enforce governance policies on email attachments

This feature extends governance capabilities to evaluate email attachments, closing a critical gap where sensitive or non-compliant information may exist outside the email body.

When a user sends an email with attachments, the system automatically scans each document and applies configured governance policies. In the initial release, analysis is focused on plain text content within supported document types, such as Word and PDF files. Non-text elements, including images or embedded content, are excluded in this phase to ensure predictable and efficient processing.

Every attachment included in an email is evaluated individually, and all applicable policies are enforced across each file. If multiple attachments are present, governance policies check all of them, ensuring that no document bypasses validation. If even a single attachment violates a configured policy, such as containing restricted content or failing compliance rules, the entire email is blocked from being sent.

Administrators can configure policies to explicitly include attachment checks during policy setup. This allows organizations to apply governance selectively based on business needs, such as enforcing stricter co…