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Microsoft Purview Records Management – Disposition Review Process Overview

When an organization no longer requires content, it should be disposed of.  There are a variety of reasons to do this.  The most common one is to free up space within the environment.  Other reasons for disposition include (but are not limited to):

  • Regulatory or legal policies requiring disposal of content.
  • Duplication of similar content
  • Users referencing old content because it still exists
  • Freedom of Information requests (Government) returning content no longer viable

Microsoft 365 provides different options to dispose of content via its Purview records management feature.  The most common process requires users to review the content before it is fully disposed of.  We’ll complete a disposition review process overview in this post. This is the first post in a series I have created that takes you through the disposition process of Microsoft Purview in Microsoft 365.  Click on the following links to access any of the other posts released in this series (links will be added once posts are released):

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Data Loss Prevention: A Real World Approach – Slide Deck

I recently had the great privilege of speaking at Microsoft 365 Ottawa with a number of fantastic speakers.  In my session I provided an overview of Microsoft Data Loss Prevention from a real world deployment perspective. Thank to everyone that attended.  As promised, I wanted to ensure you all had access to the slides from the session.

You can download the slides from here.

Thanks for joining!

Microsoft 365 Records Management – Assign the Disposition of a Record to Microsoft 365 Site Owners

Previously I showed you how to use Power Automate to build a simple custom workflow to handle your disposition processes for you.  It allowed you to provide custom messages and any other non-standard activities your organization required.  In this presentation, I will take it a bit further now and automatically perform a step that a record manager would have to do manually.  Request site owners’ approval to dispose of content.  This flow targets site owners as they tend to be content owners as well.  Just a quick caveat.  The steps outlined here will only work with a Microsoft 365 group.  It will not work with a non-grouped site.  I’ll cover that in the future.  So let’s dig in on how to assign the disposition of a record to Microsoft 365 Site Owners.

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SharePoint, OneDrive, and Teams! Oh My!

I recently had the fantastic opportunity to speak at the Microsoft 365 Conference in Las Vegas this May 2023.  It was a great time and a fantastic turnout.  I think I had 170 – 200 people in my session.  I want to use this opportunity to share the slides with the attendees, so I have uploaded them to this post.  Please feel free to review them and send me any questions you may require.

SharePoint OneDrive Teams Oh My!

Microsoft 365 Records Management – The Importance of Power Automate Disposition Reviews

Some time ago, I wrote a series of blog posts on disposition reviews.  I covered the standard disposition reviews and the multi-stage disposition review.  In records management, disposition reviews allow content SMEs, owners, and\or record managers to review content to ensure it is no longer viable before it is ultimately destroyed.  Recently, Microsoft released an update to Microsoft Purview that allows an organization to create Power Automate disposition reviews.  This means that when a document reaches the completion of its retention schedule, instead of a standard disposition review being initiated, a Power Automate flow is started instead.  This vastly increases the options available to record managers or administrators in handling their content.

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