🗂️ The Tenant Desk

Friday, September 11, 2026

11 stories · Standard format

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Microsoft is locking down the financial rules of engagement for enterprise Copilot usage, rolling out mandatory auto-apply spending caps this morning. Meanwhile, a massive new credential-hijacking campaign is proving that standard multi-factor authentication is no longer enough to secure the Microsoft 365 perimeter.

Microsoft 365 & SharePoint

Purview Expands Auto-Labeling Simulation Scale to 20 Million Items

Under Message Center update MC1469958 released Thursday, September 10, 2026, Microsoft Purview Information Protection increased its auto-labeling simulation capacity from 4 million to 20 million items. The release expands targeting support to 1,000 individual SharePoint sites and up to 50,000 sites via adaptive scopes, alongside SiteTemplate filtering and 30-day processing summaries ahead of late October general availability.

The 20-fold increase in simulation volume solves a major friction point for consultants executing Purview DLP and retention migrations in enterprise tenants. Administrators can now validate complex auto-labeling rules across massive SharePoint document libraries without hitting item caps or running manual split-batch scripts.

Verified across 3 sources: Pupuweb · Hands On Tek · D365Hub

OneDrive Introduces Pay-as-you-Go Metering for Tenant Over-Quota Storage

Microsoft introduced a preview on Friday, September 11, 2026, for OneDrive Pay-as-you-go (PAYG) billing. The service charges $0.20/GB/month for tenant storage consumed beyond standard license allocations, providing a cheaper alternative to the $0.24/GB/month storage add-ons introduced earlier this summer.

Because this billing policy applies tenant-wide rather than per user, administrators must run PowerShell storage assessments prior to enablement. It offers SharePoint and OneDrive architects a flexible mechanism to handle temporary migration spikes or unarchived user data without locking clients into fixed add-on commitments.

Verified across 1 sources: Topedia

Copilot & Power Platform

Microsoft Introduces Auto-Apply Spending Rules and Usage Governance for Copilot Credits

Following the metered Copilot Credits preview we tracked earlier this week, Microsoft announced on Friday, September 11, 2026, a series of financial governance updates for Copilot Cost Management. The changes enable auto-apply spending policies by default for all new Unmetered/Utility-Based Billing (UBB) Copilot services, introduce user threshold email alerts, expand read-only access for consumption reporting, and add custom approval routing for Cowork credit requests.

Enabling auto-apply spending policies by default prevents unbudgeted consumption spikes as enterprise teams build autonomous agents and Cowork workflows. For M365 architects, this shifts governance from reactive invoice auditing to proactive threshold enforcement. Tenant administrators must review default credit allocations immediately to ensure critical production agents are not throttled when hitting automated caps.

Verified across 1 sources: MWPro

Microsoft Launches Dynamics 365 Activate AI Tool to Automate Salesforce Migrations

Microsoft launched Dynamics 365 Activate in public preview on Thursday, September 10, 2026. The AI-powered tool analyzes existing Salesforce schema, custom apex code, data structures, and security dependencies to generate automated migration roadmaps and configuration templates for Dynamics 365.

For enterprise solution architects, this tool significantly cuts initial discovery and mapping hours during CRM platform shifts. However, technical leads must still audit the underlying data architecture, as automated tools can replicate dirty data or broken legacy relationships into the target Dataverse environment.

Verified across 1 sources: CIO

Politics, Fact-Checked

First Circuit Denies DOJ Request to Lift Injunction on USPS Mail Ballot Rules

Advancing the legal battle over federal mail-in voting limits we've been tracking, a three-judge panel of the First Circuit Court of Appeals ruled on Thursday, September 10, 2026, to deny the Trump administration's request to stay Judge Indira Talwani's lower court injunction. The court noted the administration failed to provide evidence of mail ballot fraud and emphasized the risk of widespread voter disenfranchisement.

The First Circuit decision leaves the injunction in place just as mail-in ballots are being distributed nationwide. The legal focus shifts entirely to the U.S. Supreme Court, where the administration's emergency stay application—which we noted earlier this week—remains pending alongside opposing amicus filings from state election officials.

Verified across 3 sources: CBS News · ProPublica · POLITICO

Working-Class Economy

Niskanen Center Paper Analyzes Structural Cost Drivers in Housing and Healthcare

A white paper published by the Niskanen Center on Thursday, September 10, 2026, highlights that employer health insurance premiums have climbed 342% since 1999 while wages grew 119%. The report advocates for supply-side regulatory reforms in zoning and healthcare delivery over macroeconomic demand suppression.

The analysis explains why household financial pressure remains high despite declining headline inflation rates. For policy makers and regional planners, it argues that easing cost-of-living burdens requires targeted zoning expansion and healthcare supply reform rather than monetary tightening alone.

Verified across 1 sources: Niskanen Center

Cybersecurity

BigBear 2.0 Phishing Framework Compromises 461 Tenants via Token Replay

Adding to the wave of Evilginx-based AiTM attacks we've tracked from PhaaS kits like NovaCookies, security researchers published analyses on Thursday detailing BigBear 2.0. The new campaign used reverse proxies and geo-consistent residential proxy pools to capture 4,148 ESTSAUTH session cookies across 461 target organizations, specifically targeting managed service providers to achieve supply chain access and bypass Conditional Access geo-blocks.

Because Evilginx2 captures post-authentication session tokens, standard multi-factor authentication (including push notifications and authenticator apps) fails to block these intrusions. Security teams supporting M365 tenants must enforce phishing-resistant FIDO2 passkeys or strictly limit token lifespan using Continuous Access Evaluation (CAE) and device compliance policies.

Verified across 2 sources: Security Curated · The Next Gen Tech Insider

EVs & Charging

EVgo Partners with Tesla to Deploy 500 kW V4 Chargers at Midwest Grocery Hubs

Expanding on the rapid acceleration of non-Tesla NACS hardware we tracked earlier this week, EVgo announced on Thursday, September 10, 2026, that it is deploying Tesla V4 Supercharger stations capable of 500 kW and 1,000V at Midwest grocery locations. Beginning with Meijer stores, the units feature the built-in Magic Dock adapters we've recently seen deployed along the Mass Pike to support both NACS and CCS vehicles natively.

Combining 500 kW fast-charging with retail dwell times solves both charger utilization and speed constraints for 800V vehicle architectures like the Hyundai IONIQ 5 and Porsche Taycan without requiring external plug adapters.

Verified across 1 sources: Tech Times

New England Beat

MBTA Breaks Ground on $1.2B North Station Draw One Bridge Capacity Project

The MBTA officially broke ground on Thursday, September 10, 2026, on the $1.2 billion North Station Draw One project. Contracting firm Skanska will replace a century-old bridge structure over the Charles River, expanding track approaches from four to six tracks to boost northern commuter rail line capacity.

Resolving this bottle-neck is a physical prerequisite for transitioning Greater Boston's rail network toward high-frequency regional transit service. Construction will run through fall 2032, directly expanding access for housing markets along northern transit corridors.

Verified across 1 sources: Railway Age

Science & Space

Hubble and DESI Supernova Data Suggest Time-Varying Dark Energy

A catalog analyzing nearly 3,000 Type Ia supernovas published Thursday, September 10, 2026, indicates that dark energy density may not be constant. Combined with cosmic microwave background data, the results suggest the acceleration rate of cosmic expansion is slowing over time.

If confirmed by ongoing surveys, a dynamic dark energy component challenges the standard Lambda-CDM cosmological model and requires new theoretical models uniting quantum mechanics with general relativity.

Verified across 1 sources: Space.com

Consumer Tech Quirks

September Patch Tuesday Updates Break Excel Copy-Paste and Remote Desktop Services

Following the massive September Patch Tuesday release we covered on Wednesday, reports confirmed on Thursday that update KB5002914 causes copy-and-paste and formula dragging failures in Excel across Office 2016 through 2024. Simultaneously, server updates KB5122876 and KB5122882 trigger session deadlocks and connection hangs in Remote Desktop Services on Windows Server 2019, 2022, and 2025.

These regressions create immediate support headaches for IT consultants. While rolling back the updates restores core spreadsheet and remote access functionality, it leaves endpoints exposed to the 970 security vulnerabilities fixed in the September release cycle.

Verified across 2 sources: BleepingComputer · BleepingComputer


The Big Picture

Platform Governance Shifts to Consumption-Based Financial Guardrails Microsoft's September updates across Copilot Credit metering, Pay-as-you-Go OneDrive storage, and model routing in Copilot Cowork show enterprise SaaS moving from static per-user licensing toward metered consumption enforcement.

Adversaries Exploit Post-MFA Session Persistence Over Credential Cracking Campaigns like BigBear 2.0 and PREY-0058 bypass traditional multi-factor authentication by capturing valid session tokens via Evilginx2 reverse proxies and vishing lures, forcing identity teams to enforce continuous token binding.

Deterministic Controls Replace Probabilistic AI System Guardrails Platform updates from Copilot Studio and enterprise agent architectures are prioritizing hard human approval gates and explicit permission scoping over natural-language system prompts.

Federal Election Mandates Face Operational Realities in State Courts Appellate court denials and amicus filings from state election officials reflect growing judicial and administrative pushback against late-stage federal changes to election procedures.

Municipal Infrastructure Approvals Balance Density Against Grid Baselines State executive orders and municipal zoning updates in Greater Boston highlight how local governments are conditioning major development permits directly on clean power provisioning.

What to Expect

2026-10-01 Massachusetts small clean energy zoning framework implementation deadline.
2026-10-13 End of official support for Windows 11 version 24H2.
2026-10-16 Public preview launch for Microsoft Dataverse column-based security filtering.
2026-10-31 General availability cutoff for Microsoft Purview auto-labeling 20M scale increase.
2026-11-03 U.S. Congressional Midterm Elections.

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— The Tenant Desk

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