All posts tagged Disposition

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 Purview Records Management – Disposition Review Process Overview

When an organization no longer requires content, it should be disposed of.  There are a variety of reasons to do this.  The most common one is to free up space within the environment.  Other reasons for disposition include (but are not limited to):

  • Regulatory or legal policies requiring disposal of content.
  • Duplication of similar content
  • Users referencing old content because it still exists
  • Freedom of Information requests (Government) returning content no longer viable

Microsoft 365 provides different options to dispose of content via its Purview records management feature.  The most common process requires users to review the content before it is fully disposed of.  We’ll complete a disposition review process overview in this post. This is the first post in a series I have created that takes you through the disposition process of Microsoft Purview in Microsoft 365.  Click on the following links to access any of the other posts released in this series (links will be added once posts are released):

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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.

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