We may earn an affiliate commission when you visit our partners.
Pluralsight logo

Microsoft Purview

Records Management and eDiscovery in Microsoft 365

Liam Cleary

Understand how to implement records management and eDiscovery within Microsoft 365. This course will teach you how to create and manage retention policies, build a file plan for record categorization, apply retention labels, and disposition of data.

Read more

Understand how to implement records management and eDiscovery within Microsoft 365. This course will teach you how to create and manage retention policies, build a file plan for record categorization, apply retention labels, and disposition of data.

Ensuring proper retention and timely investigation of content can be challenging without the right tools. In this course, Microsoft Purview: Records Management and eDiscovery in Microsoft 365, you'll learn how to leverage Microsoft 365's integrated capabilities to their fullest. First, you'll explore creating and managing retention policies to retain content as required. Next, you'll dive into building a file plan to categorize records for intelligent classification. Then, you'll discover how to apply retention labels and systematically dispose of outdated, trivial data. Finally, you'll learn how to rapidly identify relevant content with content search, place legal holds, create eDiscovery cases, and leverage premium analysis features. By the end of this course, you'll have the skills to implement robust retention policies, efficiently manage records, and quickly respond to investigative and litigation demands.

Enroll now

What's inside

Syllabus

Course Overview
Records Management and Retention in Microsoft 365
Retention Labels and Policies
Building Records File Plans
Read more
Identifying Relevant Content
Managing eDiscovery Cases

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Taught by Liam Cleary, who are recognized for their work in this field
Develops knowledge and skills which are core for professionals working with Microsoft 365
Examines Microsoft Purview, which is highly relevant to Records Management and eDiscovery in Microsoft 365
Explores retention policies, which are standard in data management
Covers file plans, which are core to Records Management
Requires students to come in with existing knowledge of Microsoft 365

Save this course

Save Microsoft Purview: Records Management and eDiscovery in Microsoft 365 to your list so you can find it easily later:
Save

Activities

Coming soon We're preparing activities for Microsoft Purview: Records Management and eDiscovery in Microsoft 365. These are activities you can do either before, during, or after a course.

Career center

Learners who complete Microsoft Purview: Records Management and eDiscovery in Microsoft 365 will develop knowledge and skills that may be useful to these careers:
Records Manager
Records Managers are accountable for the implementation of records management policies, ensuring that data is retained and disposed of based on regulatory and compliance requirements. Given that part of the course focuses on implementing regulations (policies), this course would be very helpful for your journey into Records Management. The course will provide you the skills to create and manage retention policies and build a file plan, which are imperative functions for a Records Manager.
Information Architect
Information Architects can design and build data-centric solutions that provide value to users. They also design and implement metadata standards and taxonomy, both of which are covered in this course. This makes it a useful resource as you develop your skills and knowledge in Information Architecture. Concepts such as retention labels, policies, and file plans are covered in this course as well.
Data Analyst
Data Analysts help organizations understand their data and make informed decisions. This course is relevant because learning about data retention and ediscovery can help you identify and analyze relevant data for business purposes. It can also help Data Analysts build a foundation in data management and compliance.
Information Governance Specialist
Information Governance Specialists develop and implement policies and procedures to ensure that information is managed in a consistent and compliant manner. This course provides a comprehensive overview of records management and eDiscovery, which are essential knowledge areas for Information Governance Specialists.
IT Risk Analyst
IT Risk Analysts identify and assess risks to information systems and develop strategies to mitigate those risks. This course will be helpful in your role as IT Risk Analyst as it will help you to understand the legal and compliance aspects of records management and eDiscovery. This knowledge can help you to identify and mitigate risks associated with the handling of information.
Compliance Manager
Compliance Managers are responsible for ensuring that their organizations comply with applicable laws and regulations. This course can be helpful for Compliance Managers because it provides a comprehensive overview of records management and eDiscovery, which are key areas of compliance.
Enterprise Architect
Enterprise Architects design and implement IT solutions that support the business needs of an organization. This course can be helpful for Enterprise Architects because it provides a comprehensive overview of records management and eDiscovery, which are important considerations for designing and implementing IT solutions.
Data Protection Officer
Data Protection Officers are responsible for ensuring that their organizations comply with data protection laws and regulations. This course is useful for Data Protection Officers because it provides a comprehensive overview of records management and eDiscovery, which are key areas of data protection.
Information Security Analyst
Information Security Analysts identify and assess risks to information systems and develop strategies to mitigate those risks. This course is relevant to this role because it provides a comprehensive overview of records management and eDiscovery, which are key areas of information security.
Data Privacy Analyst
Data Privacy Analysts help organizations to understand and comply with data privacy laws and regulations. This course is useful to this role as it provides a comprehensive overview of records management and eDiscovery, which are key areas of data privacy.
Digital Forensic Examiner
Digital Forensic Examiners investigate cybercrimes and other digital-related incidents. This course is helpful for Digital Forensic Examiners as it provides a comprehensive overview of records management and eDiscovery, which are key areas of digital forensics.
Legal Assistant
Legal Assistants perform a variety of tasks to support lawyers, including legal research, document preparation, and case management. This course would be of interest to Legal Assistants because it provides a comprehensive overview of records management and eDiscovery, which are key areas of legal practice.
Paralegal
Paralegals perform a variety of tasks to support lawyers, including legal research, document preparation, and case management. This course may be useful for Paralegals as it provides a comprehensive overview of records management and eDiscovery, which are key areas of legal practice.
Law Librarian
Law Librarians are responsible for managing law libraries and providing legal research services to lawyers and other patrons. This course may be of interest to Law Librarians as it provides a comprehensive overview of records management and eDiscovery, which are key areas of law librarianship.
Document Controller
Document Controllers are responsible for managing and controlling documents, including creating and maintaining document libraries and repositories. This course may be useful to Document Controllers as it provides a comprehensive overview of records management and eDiscovery, which are key areas of document control.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft Purview: Records Management and eDiscovery in Microsoft 365.
Detailed guide to managing records in Microsoft 365, including the use of retention policies, file plans, and retention labels. It valuable resource for organizations using Microsoft 365 for records management.
Provides a comprehensive handbook of computer forensics, including best practices for collecting, analyzing, and presenting digital evidence in court.

Share

Help others find this course page by sharing it with your friends and followers:

Similar courses

Here are nine courses similar to Microsoft Purview: Records Management and eDiscovery in Microsoft 365.
Microsoft Information Protection and Compliance:...
Most relevant
Microsoft Purview: Manage and Protect Microsoft 365...
Most relevant
Microsoft 365 Administration: Managing Compliance Using...
Most relevant
Microsoft Purview: Manage and Protect On-premises Content
Most relevant
Designing/Deploying Exchange 2016: Compliance & Archiving
Most relevant
MS-700 Managing Microsoft Teams Training & Lab Simulations
Most relevant
Microsoft Purview: Audit Log Monitoring in Microsoft 365
Most relevant
Microsoft Security, Compliance, and Identity Fundamentals...
Most relevant
Microsoft 365 Administration: Managing Security Using...
Most relevant
Our mission

OpenCourser helps millions of learners each year. People visit us to learn workspace skills, ace their exams, and nurture their curiosity.

Our extensive catalog contains over 50,000 courses and twice as many books. Browse by search, by topic, or even by career interests. We'll match you to the right resources quickly.

Find this site helpful? Tell a friend about us.

Affiliate disclosure

We're supported by our community of learners. When you purchase or subscribe to courses and programs or purchase books, we may earn a commission from our partners.

Your purchases help us maintain our catalog and keep our servers humming without ads.

Thank you for supporting OpenCourser.

© 2016 - 2024 OpenCourser