Gui­de­lines for Micro­soft 365

Data pro­tec­tion super­vi­so­ry aut­ho­ri­ties to publish “prac­ti­cal tips”

At the end of Sep­tem­ber 2023, the Sta­te Com­mis­sio­ner for Data Pro­tec­tion of Lower Sax­o­ny (Lan­des­be­auf­trag­ter für den Daten­schutz Nie­der­sach­sen), tog­e­ther with six other data pro­tec­tion super­vi­so­ry aut­ho­ri­ties, published a “Hand­rei­chung für die Ver­ant­wort­li­chen zum Abschluss einer Auf­trags­ver­ar­bei­tungs­ver­ein­ba­rung gem. Art. 28 Abs. 3 DSGVO mit Micro­soft für den Ein­satz von Micro­soft 365″ (Gui­de­lines for data con­trol­lers on the con­clu­si­on of a data pro­ces­sing agree­ment with Micro­soft for the use of Micro­soft 365 in accordance with Art. 28 (3) GDPR). The­se gui­de­lines are inten­ded to pro­vi­de “prac­ti­cal tips” for con­tracts with Micro­soft, in par­ti­cu­lar the Pro­ducts and Ser­vices Data Pro­tec­tion Adden­dum (DPA). In this artic­le, we explain the impli­ca­ti­ons of the gui­de­lines and why the “prac­ti­cal tips” are not very prac­ti­cal in fact.

Gui­de­lines for Micro­soft 365

The dis­cus­sion about Micro­soft 365 is still ongo­ing. In order to bridge the time until the Data Pro­tec­tion Con­fe­rence (DSK) reas­ses­ses the fac­tu­al and legal situa­ti­on, the data pro­tec­tion super­vi­so­ry aut­ho­ri­ties of the Ger­man fede­ral sta­tes of Lower Sax­o­ny, Bava­ria, Hes­se, North Rhine-Westphalia, Rhineland-Palatinate, Schleswig-Holstein and Thu­rin­gia have drawn up gui­de­lines for Micro­soft 365. In addi­ti­on to exami­ning the per­mis­si­bi­li­ty of using Micro­soft 365 in spe­ci­fic indi­vi­du­al cases, it is recom­men­ded that data con­trol­lers con­clude a “sup­ple­men­ta­ry agree­ment to the DPA” in order to ful­fil their accoun­ta­bi­li­ty obli­ga­ti­on under Art. 5 (2) GDPR. The gui­de­lines basi­cal­ly con­tain six “to-dos” that rela­te to the desi­red con­tract nego­tia­ti­ons with Micro­soft with regard to the cri­ti­cisms made by the DSK in Novem­ber 2022. In par­ti­cu­lar, the fol­lo­wing con­tract amend­ments are cal­led for:

  1. Detail­ed descrip­ti­on of the pro­ces­sing ope­ra­ti­ons, e. g. by means of a table to be fil­led in by the data controller;
  2. Enhan­ced trans­pa­ren­cy and con­trac­tu­al agree­ments on pro­ces­sing by Micro­soft for its own purposes;
  3. Strict obli­ga­ti­on to abide by ins­truc­tions and rest­ric­tions on the dis­clo­sure of data by Microsoft;
  4. Detail­ed spe­ci­fi­ca­ti­on of the tech­ni­cal and orga­ni­sa­tio­nal mea­su­res and the asso­cia­ted pro­ces­sing operations;
  5. Shor­tening of the peri­ods until dele­ti­on and limi­ting the excep­ti­ons to Micro­sof­t’s dele­ti­on obligations;
  6. More detail­ed infor­ma­ti­on on sub-processors and agre­e­ing on proac­ti­ve noti­fi­ca­ti­on of changes.

A final point of action con­ta­ins gene­ral recom­men­da­ti­ons, inclu­ding the ope­ra­ti­on of Micro­soft 365 on the com­pany’s own IT struc­tures, the use of pseud­ony­mous email addres­ses and a ban on pri­va­te use (BYOD). The issue of data trans­fer to the USA, inclu­ding the ques­ti­on of extra­ter­ri­to­ri­al appli­ca­ti­on of US laws and the eva­lua­ti­on of the tech­ni­cal func­tions of Micro­soft 365, is express­ly not part of the guidelines

“Prac­ti­cal tips” are out­da­ted and not very prac­ti­cal in fact

Most of the to-dos from the gui­de­lines show that the data pro­tec­tion super­vi­so­ry aut­ho­ri­ties deal with the issue of data protection-compliant use of Micro­soft 365 from a purely theo­re­ti­cal per­spec­ti­ve and have lar­ge­ly lost touch with prac­ti­ce. In addi­ti­on to the fact that many points tend to reflect the wis­hes of the data pro­tec­tion super­vi­so­ry aut­ho­ri­ties, but are not requi­red by law, it should be noted that some aspects can­not be imple­men­ted at all in prac­ti­ce. For exam­p­le, the ope­ra­ti­on of Micro­soft 365 on the com­pany’s own IT struc­tu­re is no lon­ger offe­red on the mar­ket. It also seems ques­tionable whe­ther Micro­soft will nego­tia­te its con­tracts with all cus­to­mers and con­clude the recom­men­ded sup­ple­men­ta­ry agree­ments. This is all the more true as the gui­de­lines are based on the DSK’s assess­ment from Sep­tem­ber 2022 and the­r­e­fo­re on an out­da­ted fac­tu­al and legal situa­ti­on. Alt­hough the gui­de­lines refer to the cur­rent DPA of Janu­ary 2023, indi­vi­du­al to-dos recom­mend mea­su­res which Micro­soft has alre­a­dy suf­fi­ci­ent­ly imple­men­ted with the last update of its DPA

Our one-pager on data pro­tec­tion com­pli­ance with Micro­soft 365 is available here.

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