All posts in Office365

Microsoft Purview Records Management – Power Automate Flow for Disposition Based on Document Location

In the previous post, I covered the infrastructure necessary to support a Power Automate flow for disposition based on document location.  In this post, I’ll cover the main components of the flow and describe the process.

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Microsoft Purview Records Management – Build Custom Record Disposition Based on Document Location – Building the Infrastructure

Previously, I showed you how to use Power Automate to build a custom workflow to assign approvers based on the site owner.  It was designed to access the user(s) designated as site owners and assign the disposition approval to them.  In addition, it allowed you to provide custom messages and any other non-standard activities your organization required.  I will take a different approach in this post and assign record disposition based on document location.  The idea is that labels are shared across the organization, and each site could belong to a particular data owner that does not map to the site ownership.  The flow will target these data owners based on the document’s location.  This first post highlights the components that need to be in place to support the flow.  If you want to go straight to the flow components, continue to the second post in this series.  However, I urge you to read on here first to understand what needs to be in place to support the solution as a whole.  Before continuing, ensure you aren’t going to run into any of the Power Automate limitations within Purview.

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Microsoft 365 Records Management – Custom Flow Is Missing From the Retention Label Flow Selection List

The other day, I was building out some Power Automate flows to test the process I was building for a custom disposition.  When I went to assign the flow to the retention label, I find that the custom flow is missing from the retention label flow selection list.  The fix is pretty straightforward, and Microsoft does mention it, but I felt it necessary to pull it out and flag it directly in case others have the same issue.

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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!