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Information and Records Management in M365 – Multi-Stage Disposition Reviews

Previously I provided an overview of record disposition in Microsoft 365.  Disposition reviews allow an organization to control if the content flagged for permanent deletion should actually be deleted.  The review provides the organization with a method to maintain content due to internal process changes, mislabeling the content, or data that is still active and shouldn’t be removed.  Before May of 2021, Microsoft 365 was only capable of single-stage disposition reviews for retention labels.  However, Microsoft 365 now supports multi-stage disposition revies by allowing up to 5 separate approval stages before the content can be permanently deleted from the environment.  We’ll cover that process in this post.  I would also suggest that you review some of the other enhancements that Microsoft 365 provides by reviewing the custom disposition configurations I also cover.

Disclaimer: Microsoft is making changes all the time to the Microsoft 365 interface.  Any screenshots displayed in this post are current at the last edit of the post.

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Information and Records Management in M365 – Custom Disposition Configurations

In May 2021, Microsoft announced the release of multi-stage disposition reviews.  This announcement was not limited to just the disposition review enhancements but other new features as well.  Included with the May release were other custom disposition configurations such as record manager enhancements (think disposition administrators) and disposition message customization.  The Microsoft announcement did just that, announced them.  In this post, I’ll show you what they are and how they work.

Disclaimer: Microsoft is making changes all the time to the Microsoft 365 interface.  Any screenshots displayed in this post are current at the last edit of the post.

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Information and Records Management in M365 – Creating a Disposition Review Compliance Role

I recently blogged a recommendation to create a new role within the Microsoft 365 Compliance Center to ensure users that must be able to review content that is up for disposition actually have the necessary access to do so.  I call the role Disposition Review, but it obviously can be named whatever makes sense in your own organization.  This role is necessary as even a global admin does not have the necessary access to view disposition rules by default.  Disposition reviews are considered a specialized role similar to content reviewers, which also needs specialized access within the tenant (but that’s a post for another day).  This post will cover creating a disposition review compliance role in the Microsoft 365 Compliance Center

Disclaimer: Microsoft is making changes all the time to the Microsoft 365 interface.  Any screenshots displayed in this post are current at the last edit of the post.

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Information and Records Management in M365 – Disposition Reviews

In honour of Microsoft’s recent announcement concerning multi-stage disposition reviews and other enhancements, I thought I’d start a short series discussing what disposition reviews are, how to configure them, but also how to make use of them.  We’ll start with the basics and move our way up to the new multi-stage disposition reviews.

Disclaimer: Microsoft is making changes all the time to the Microsoft 365 interface.  Any screenshots displayed in this post are current at the last edit of the post.

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Microsoft 365 Records Management – Moving Beyond the Created Date

Over the last few weeks, I have had the privilege to speak to several conferences and user groups about a topic that has become quite a passion of mine within Microsoft 365.  Records management is increasingly becoming important to many organizations. They realize their content is being maintained for longer than it should be, or in some cases, removed before it should be.  Microsoft 365 has made huge strides to help organizations control this through its various compliance controls.  In my session, I discuss both the basics and some advanced concepts of M365 records retention.  As promised to my session attendees, here is the slide deck from my presentation.

 

Thanks for reading and attending my sessions!