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.
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.
Record management capabilities within Microsoft Purview have vastly improved over the last few years. With features such as adaptive scopes, auto-apply retention capabilities, and much more, the ability to apply different techniques to your record management needs is vastly growing. Throughout all of these features and enhancements, the foundation of records management in Microsoft 365 is based on one real component: the record label. Now before all of you get upset and rage close this blog post, I am not saying retention policies, retention label policies, or other components aren’t important. They all have their place for information governance in Microsoft 365. But record labels have all the real options and where all the real record management magic happens. In this series, I am going to do a deep dive into the different Microsoft Purview retention label types. What the differences are, the options available to you as administrators or record managers, and how they can be used within your organization.
In October 2021, Microsoft announced a significant change in how retention labels could be applied to locations. The concept for adaptive scopes is pretty straightforward, deploy labels or apply labels automatically based on some piece (or pieces) of metadata the system can scan for. This means you can now dynamically assign retention labels with adaptive scopes to your SharePoint (including Teams), OneDrive, and Exchange locations without directly declaring them in the policy.
Previously I discussed what a property bag was and how to configure it within your environment. The next step in utilizing this property bag is to make it searchable. This can help users find locations they need to based on the site’s property bag values. Even better, however, Microsoft 365 can use the property bag values to enhance features within Microsoft Purview, such as retention policies and retention label policies. In this post, we’ll cover how to make your property bag searchable by linking a property bag to a managed property.