In 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 Purview, SharePoint.

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.

Course Type

Virtual

Duration

4 consecutive half days (12 hours)

Certification

12 CEUs

Public Course Dates

LocationTrainerStartEndCostBook
VirtualChirag Patel05/Dec/23 08:30 EST08/Dec/23 12:30 EST$2400Fully booked
VirtualSara Fennah09/Jan/24 08:30 EST12/Jan/24 12:30 EST$2400Fully booked
VirtualChirag Patel05/Mar/24 08:30 EST08/Mar/24 12:30 EST$2400Book
VirtualRachel Mitchell29/Apr/24 08:30 EDT02/May/24 12:30 EDT$2400Book
VirtualSara Fennah08/Jul/24 08:30 EDT11/Jul/24 12:30 EDT$2400Book
VirtualChirag Patel10/Sep/24 08:30 EDT13/Sep/24 12:30 EDT$2400Book
VirtualSara Fennah12/Nov/24 08:30 EST15/Nov/24 12:30 EST$2400Book
VirtualSara Fennah09/Dec/24 08:30 EST12/Dec/24 12:30 EST$2400Book

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.

Course Overview

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

Learning Objectives

  • 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

Who should attend?

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)

Exclusions

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)
  • Syntex
  • Managing Classic sites
  • Keyword Query Language
  • PowerShell scripts

Payment Options

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. 

Contact us for more information.

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. 

Contact us for more information.

What our clients said about the course

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