Microsoft 365 Records Management | Workshop Course

In this workshop

This workshop gives an overview of how best to embed records management in Microsoft 365.

This workshop is best for those who:

Don’t yet know what the options are for records management in Microsoft 365
Are planning a Microsoft 365 roll out but are not sure where to start with the records management options
Want to manage information in Microsoft 365 through its lifecycle
Want to put users first in their Microsoft 365 roll out, and make sure that good governance is also in place
Are trying to get access to Microsoft Purview as a records manager but need some leverage in order to convince managers.

This workshop won’t go into detailed technical specifications, but it will help you to maximise your records management capabilities in your Microsoft 365 ecosystem and understand the tools available to you.

If you’d like to learn it all, take a look at our full Microsoft 365 Records Management training course that will teach you All You Need to Know.

Course Type

Virtual, instructor-led workshop

Duration

2 hours

Certification

No certification

Public Course Dates

Location	Trainer	Start	End	Cost	Book
Virtual	Michael Upton	22/Feb/24 10:00 AEDT	22/Feb/24 12:00	$480	Book

Prices exclude relevant taxes

If there are no available dates listed above, please register your interest and we will contact you once a date is available to book.

Overview

Overview

The workshop will cover the following topics:

Introduction 

What does records management look like in M365?

What tools can I use and how? 

Microsoft purview
Retention policies 
- What are they?
- When, where and how can I use them? 
Retention labels
- What are they?
- When, where and how can I use them?

A starter model for M365 retention

Learning Objectives

Learning Objectives

An overview of how best to embed records management in Microsoft 365

Benefits

Benefits

The workshop will help you maximise your records management capabilities in your Microsoft 365 ecosystem.
Understand the tools available to you and learn how to deploy them at the start of a project, or re-engineer them following a deployment.

Who should attend?

Who should attend?

M365 project managers
M365 in house IT leads and their teams
M365 in house IG leads and their teams
M365 in house RM leads and their teams
M365 project SROs

Exclusions

Exclusions

This course won’t go into detailed technical specifications
This course does not include a workbook
This course does not include any exercises

Suggested Follow on Courses

Suggested Follow on Courses

Microsoft 365 Records Management
Microsoft 365 Information Architecture

Payment Options

Pre-Pay Option

Don’t know what courses you’ll need to book just yet?

We offer a pre-pay option, where you can pay now and choose what courses to book later (within a year). This option is both cost efficient and speeds up the booking process. It’s really handy for large companies/organisations who have frequent training needs.

In-House Training

In-House Training

If you’re looking to book training for 6 or more people onto the same course, we are able to offer private in-house training – a cost efficient option.