All posts in Microsoft 365

Microsoft 365 Records Management – Information Governance and Power Platform Together At Last!

I don’t usually blog about announcements as Microsoft does a great job, as do all of the others that share Microsoft posts, but this is big. Microsoft just added a considerable feature coming to your Microsoft 365 tenant in the near future. Integration of your information governance processes with Power Automate. Specifically, the integration of disposition reviews with Power Automate. Let’s chat about what that could mean to your organization.

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Microsoft 365 Records Management – Retention Policies vs Retention Labels

In my previous posts, I have covered several topics around retention labels. I have mentioned retention policies but never discussed the differences between the two features, and I thought I would cover that here. As a bonus, I created a video to cover this topic and provide you with the process for creating a retention policy. You can access the video here.

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Microsoft 365 Records Management – Retention Label Policy Video

In this second video blog, I build on the previous presentation and publish my retention label with a retention label policy.

You can review the related blog post here: Information and Records Management in Office 365 – Publish a Retention Label

You can access the video here: Retention Label Policies in Microsoft 365

Thanks for reading!

Microsoft 365 Records Management – Retention Labels Video

I have a new announcement to make!  In addition to my blog posts, I have also started to create video blogs to go along with my written posts.  I know that many prefer to learn visually as opposed to reading text all the time.  So I am now going to build video blogs along with many of my written posts.  The first one is about retention labels.

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Information Records Management 101: Building Your IRM Foundation – Presentation

I recently worked with a couple of Microsoft 365 user groups to provide some groundwork for Records Management.  This presentation covers general records management concepts (technology agnostic) before discussing the implementation with Microsoft 365.  Both groups asked some great question and I really enjoyed meeting with them.  It’s a good presentation to understand not only the how, but also what records management is, why it’s important, who should be involved, and where it can be used within Microsoft 365.

 

Information Records Management 101 – Building the Foundation

(Note: if you have issues with the link above please review the comments at the bottom of this page).