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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.

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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 Then, you'll discover how to apply retention labels and systematically dispose of outdated, trivial data.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.

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What's inside

Syllabus

Course Overview
Records Management and Retention in Microsoft 365
Retention Labels and Policies
Building Records File Plans
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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

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Purview: Records Management and eDiscovery in Microsoft 365 with these activities:
Review Microsoft Purview Concepts
Reinforce your understanding of core Microsoft Purview concepts to prepare for the course material.
Browse courses on Microsoft Purview
Show steps
  • Review Microsoft's documentation on Purview
  • Read articles and blog posts about records management and eDiscovery in Microsoft 365
Attend a Microsoft Purview Workshop
Deepen your understanding of Microsoft Purview through hands-on workshops led by experts.
Show steps
  • Search for Microsoft Purview workshops in your area
  • Register for a workshop that aligns with your learning objectives
  • Attend the workshop and actively participate
Create and Manage Retention Policies
Practice creating and configuring retention policies to gain hands-on experience.
Show steps
  • Set up a test environment in Microsoft 365
  • Create retention policies with different settings
  • Apply retention policies to content
  • Monitor and manage retention policies
Four other activities
Expand to see all activities and additional details
Show all seven activities
Build a Records File Plan with Microsoft Purview
Follow guided tutorials to build a comprehensive file plan for record categorization.
Show steps
  • Find online tutorials on building records file plans in Microsoft Purview
  • Set up a test environment in Microsoft 365
  • Follow the steps in the tutorials to create and manage a file plan
  • Test the file plan and make adjustments as needed
Create a Content Search Plan
Develop a comprehensive plan for identifying and retrieving relevant content.
Show steps
  • Identify the scope of the content search
  • Determine the search criteria
  • Create a search plan using Microsoft Purview tools
  • Test the search plan and make adjustments as needed
  • Document the search plan
Discuss Best Practices for Data Disposition
Engage in peer discussions to exchange ideas and learn best practices for disposing of outdated data.
Show steps
  • Join a Microsoft Purview community or forum
  • Participate in discussions on data disposition best practices
  • Share your own experiences and learn from others
Participate in a Microsoft Purview Hackathon
Join a hackathon to put your skills to the test and collaborate on innovative solutions.
Show steps
  • Register for a Microsoft Purview hackathon
  • Form a team or work individually
  • Develop a solution that addresses a records management or eDiscovery challenge
  • Submit your solution and present it to the judges

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.

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