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Microsoft Purview eDiscovery for Public Records & Compliance Professionals

Duration:  1 Day (6 hours)

Delivery:  Virtual

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

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

Microsoft Purview eDiscovery for Public Records & Compliance Professionals

Purview eDiscovery for Public Records & Compliance Professionals

6 hours

$899.00

Course runs from 9-3 MT, totaling 6 hours of instruction.

More information

Mastering Search Holds and Compliance in Microsoft 365 

Managing legal and regulatory requests can be complex, but Microsoft Purview provides powerful tools to simplify the process. This course is designed for compliance officers, legal teams, and information governance professionals who need to confidently handle eDiscovery and Freedom of Information (FOI) requests within Microsoft 365. 

You will learn how to navigate the eDiscovery lifecycle in Purview, from understanding where data resides to applying holds, reviewing results, and exporting findings. We will cover the Electronic Discovery Reference Model (EDRM), licensing differences between Standard and Premium, and strategies for effective searching. The course also explores roles and permissions, limitations, and how to use Purview tools to reduce your digital footprint. By the end, you will have the knowledge and practical skills to manage eDiscovery efficiently and ensure compliance with organizational and legal requirements. 

Course Agenda

  • Introduction to Microsoft Purview & Data Governance 

  • Introduction to Content Search & Purview eDiscovery 

  • Where does data reside in M365?  

  • What is the Electronic Discovery Reference Model (EDRM)? 

  • Licensing & Feature Comparison: Standard vs Premium 

  • eDiscovery Lifecycle in Purview 

  • Searching Strategies 

  • Placing a Hold 

  • Reviewing Results 

  • Exporting Findings 

  • Limitations, Quotas, & Search Boundaries 

  • Roles & Permissions 

  • Purview Tools to Limit your Digital Footprint