All posts in Office365

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.

Read more

Microsoft 365 Records Management – Create a Simple Power Automate Disposition Review

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.

Read more

Power Apps and Power Automate – The Great Integrators – Slide Deck

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.

Thank you!

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!