header image

Microsoft Purview Records Management Training

Duration:  2 Days (12 hours)

Delivery:  Virtual

Who Should Attend:  Records and Information Managers, Information Governance, Privacy, and Compliance Professionals

Transform your learning from theory to action. Immerse yourself in our engaging hands-on training.

Microsoft Purview Records Management Training

Microsoft SharePoint & Purview Records Management

12 Hours

$1,299.00

Course runs from 9-3 MT on both days, totaling 12 hours of instruction.

More information

This course provides a comprehensive understanding of Microsoft 365 and SharePoint for Records Management and hands-on experience using Microsoft SharePoint Online and Microsoft Purview. This course gives participants the ability to configure their own SharePoint sites, create and manage retention schedules, and facilitate disposition approvals all within a controlled training environment. By completing this course, participants will have a solid foundation in Microsoft 365, SharePoint and Purview for Records Management, acquiring essential skills and practical experience necessary for effectively managing records and information within their organizations.

Learning Unit 1

Microsoft 365 Basics for Records Management 

  • Introduction to Microsoft 365 

  • SharePoint Online Fundamentals for Records Management 

  • Folders vs Document Sets 

  • Content Types, Term Store & Metadata 

  • Permissions 

  • Teams Fundamentals for Records Management 

  • Collaboration and Connection between SharePoint Online and Teams 

  • M365 Data Governance and Information Architecture 

Learning Unit 2

Records Management Fundamentals 

  • Microsoft Purview Compliance Portal Overview 

  • Licensing Requirements 

  • Records Management Solution Overview 

  • Retention Labels and Label Policies 

  • File Plan and Bulk Upload 

  • Static vs Adaptive Scopes  

  • Roles and Role Groups  

Learning Unit 3

Records Management Advanced

  • Event-based Retention 

  • Keyword Query Language (KQL) 

  • Auto-apply Label Policies 

  • Disposition of Records 

  • Retention Precedence 

  • M365 Records Management Best Practices & Limitations