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.
Previously I provided an overview of why Power Automate disposition reviews are important to record management tasks for many organizations. With the introduction aside, let’s cover how to create a Power Automate disposition review from concept to execution. This process will create a custom message to the disposition reviewer. If approved it will delete the document and update a destruction tracker list in SharePoint. If rejected, the record manager will be notified to take necessary action.
Had a great session this week at the latest Microsoft 365 conference in Las Vegas (December 2022). In this session, I was given the opportunity to demonstrate how easy it is to create a solution that integrates with multiple systems and applications with the Power Platform. I had a great time and am very thankful for all who attended. As promised, I have uploaded the slide deck from my session. Please grab it and let me know if you have any questions.
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 Information Protection – Enable Sensitivity Labels in Microsoft 365 Groups and SharePoint Sites
Recently M365 was updated to allow administrators to enable sensitivity labels in Microsoft 365 Groups and SharePoint sites. This means that any container in M365 that is backed by a Microsoft 365 Group or SharePoint can have sensitivity controls applied to it. This includes Microsoft Teams and OneDrive for Business. Within this post we’ll walk through the steps for enabling sensitivity labels for your tenant’s M365 Groups and SharePoint site.