Microsoft 365 Purview Records Management - Leadership Through Data

Socitm members: £1,245 | Non-members: £1,395

If you’re responsible for the management of information in Microsoft 365, or the design and adoption of Microsoft 365 for information management, this course is for you.

This course has been designed by Records Managers for Records Managers and is built around standards. It covers Microsoft Purview.

Learn how to design, configure and implement Microsoft 365 to get the most of its features and gain an understanding of coverage for existing standards.

This course will explore the information management features of Microsoft 365, including licensing requirements and information architecture requirements to support information governance.

This course is split into four modules and includes hands on experience in a Microsoft 365 training environment. You will be given an understanding of the most up to date technology underpinned by records management best practice and standards.

The course will cover the following topics:

Module 1:

• Records Management and M365
• Microsoft 365 Environment
• Modern Collaboration Architecture
• Considerations in a cloud world
• Data Governance within M365
• Microsoft 365 Information Architecture
• Relationship between Teams & SharePoint
• Metadata and Content types
• Making the most of metadata

Module 2:

• Microsoft Purview
• Records Management Overview
• Records Management Features
• Retention Policies
• Retention Labels
• Static and Adaptive scopes
• File Plans
• Retention triggers including event triggers
• Labels declaring records

Module 3:

• Auto-application of retention labels
• Retention labels vs Retention Policies
• Principles of retention
• Disposition options
• Best practice for retention labels and policies
• Licensing requirements for RM
• M365 records management limitations

Module 4:

• eDiscovery
• Data Loss Prevention (DLP)
• Dashboards, audit log and reporting
• Which license do we need
• Planning for change
• Working together with IT
• M365 Assessment against key RM standards