Microsoft 365 Purview Records Management Training Course (United States & Canada)

Microsoft 365 Purview Records Management Training Course (United States & Canada)2026-08-06T15:56:13+01:00

Course Guarantee

Feel empowered by having the skills and knowledge to effectively manage records, ensure compliance, and enhance data security within your Microsoft 365 environment. You will do this through knowing how to design, configure, and implement Microsoft 365 to maximize its features, and gain insights into licensing and information architecture requirements to support robust information governance.

What you will achieve after going on the course

  • Implement Effective Records Management Policies: Clients will gain the skills to establish and enforce robust records management policies within their Microsoft 365 environment. This includes understanding retention policies, retention labels, and how to apply them effectively to ensure compliance and data integrity.

  • Streamline Information Governance: Clients will learn to manage and govern information more efficiently by leveraging Microsoft 365’s records management features. This includes using metadata, content types, and file plans to organize and classify records, making it easier to locate and manage important information.

  • Enhance Data Security and Compliance: Clients will be able to implement security measures and compliance controls to protect sensitive information and ensure that their records management practices align with regulatory requirements. This includes setting up retention triggers, managing disposition options, and understanding the principles of retention.

The problems that customers are facing

Problem 1

Problem: Organizations often struggle with inconsistent and outdated records management policies, leading to data breaches and non-compliance with regulatory requirements. Without robust policies, it becomes challenging to maintain data integrity and ensure that records are managed properly throughout their lifecycle. 

Solution: To address this, organizations should leverage SharePoint’s records management capabilities to develop, implement, and regularly review comprehensive records management policies and procedures. This includes defining the information lifecycle for various record categories, ensuring secure storage, and controlling access to records. Additionally, investing in training and raising awareness among employees about the importance of records management and compliance with policies will help maintain data integrity and ensure that records are managed properly throughout their lifecycle.

Problem 2

Problem: Inefficient information governance can result in difficulties locating and managing important information, causing delays in decision-making and operational inefficiencies. Poorly organized data can hinder collaboration and lead to miscommunication within teams and with external partners. 

Solution: To streamline information governance, organizations should establish a cohesive information governance framework within SharePoint that includes clear policies, procedures, and roles for managing information. This involves leveraging SharePoint’s metadata, content types, and file plans to organize and classify records. Additionally, fostering a culture of information governance by providing training and support to employees will ensure that everyone understands their responsibilities and the importance of adhering to governance policies. By doing so, organizations can improve the efficiency of information management, enhance collaboration, and reduce operational inefficiencies.

Problem 3

Problem: Organizations may face challenges in protecting sensitive information and ensuring compliance with regulatory requirements. This can lead to data breaches, legal repercussions, and financial losses. Proper security measures and compliance controls are essential to safeguard data and align records management practices with legal standards. 

Solution: To enhance data security and compliance, organizations should implement comprehensive data protection measures within SharePoint, including configuring and managing Data Loss Prevention (DLP) policies to prevent unauthorized sharing of sensitive data. Additionally, establishing and enforcing security measures and access controls within SharePoint will protect sensitive information, reducing the risk of data breaches. Regular audits and reviews of compliance policies will help ensure that data handling practices align with regulatory requirements and organizational policies. By doing so, organizations can safeguard their data, reduce the risk of legal repercussions, and maintain compliance with regulatory standards.

Microsoft 365 & SharePoint Records Management Training: All you need to know

Choose your course type

Led by a live instructor, learn virtually (via Microsoft Teams) alongside a small group of other students. Find and book a scheduled course date below.

Duration

3 days (4 hours each day)

Certification

12 CEUs & Certificate of Completion

Need to educate a full team or group of people? Looking for something more bespoke? Want your training to be delivered on-site or face-to-face?

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Virtual, Instructor-Led Course

$1,245

+ local taxes

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Private & Tailored In-House Training

£POA

+ local taxes

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About this course

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 compliance portal
  • 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
  • To give an overview of the Microsoft 365 ecosystem for Records Managers
  • To look at the pros, cons, and weaknesses of various features from a standards and compliance perspective
  • To provide an understanding of different approaches to records management
  • Considerations when assessing information risk and mitigation / acceptance of risk
  • To gain hands-on experience with Microsoft 365 Records Management compliance features
  • To work through practical exercises
  • To identify key support channels and resources
  • Thinking about your next steps and user adoption

This course is for: 

  • Those who have roles involving the management of records 
  • Those involved in the design and adoption of Microsoft 365 for information management.

Delegates could include: 

  • Records Managers / Officers / Staff 
  • Information Governance Officers / Managers 
  • Data Protection Officers (DPOs)

This is an advanced Microsoft 365 course and assumes you are already:  

  • Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
  • Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super Training User Course) 
  • Familiar with information life cycles and records management in general terms (Register your interest for a Records Management Training Course)

Features and functionality excluded from this course:

  • Privileged Access Management
  • Information Barriers
  • Customer Key (Encryption at Rest)
  • Microsoft Cloud App Security
  • Advanced Threat Protection
  • Threat Intelligence
  • Azure Information Protection
  • Identity and Access Management
  • Advanced Threat Analytics
  • Technical Installation and configuration of M365
  • M365 Connectors (Power Automate, Power Apps, Azure Logic Apps)
  • Third-party data connectors
  • Microsoft Graph (API, Connectors and Data Connect)
  • SharePoint Premium
  • Managing Classic sites
  • Keyword Query Language
  • PowerShell scripts
Foundation Courses
  • Microsoft 365 SharePoint Fundamentals
  • Microsoft 365 SharePoint Super User
  • Microsoft 365 Teams Information Governance & Protection
  • Microsoft 365 Purview eDiscovery​
Intermediate Courses​
  • Microsoft 365 Information Architecture​
  • Microsoft 365 Purview Records Management
  • Microsoft 365Audit & Investigation
  • Microsoft 365 Purview Information Protection & Data Loss Prevention
Advanced Courses​
  • Microsoft 365 SharePoint Premium​

Contact us now via the Live Chat in the bottom right hand corner of your screen, or leave us a message here and we’ll get back to you.

Reviews

The course was fantastic. Discussion between the attendees was useful, hands on aspects were great.

Head of Information Compliance

The hands on aspect of the course was essential to understanding the concepts. I really enjoyed playing the game during the course! such a great idea.

Planning Officer

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