All posts tagged Microsoft 365

Compliance Unplugged – Episode #1 Case Management and Event-Based Retention

Joanne Klein and I, for the Compliance Unplugged vodcast, are really excited to announce the release of our first episode.  In this episode we tackle the concept of case management and how it can be supported within Microsoft 365 Purview. We’ll discuss how we see Purview being very capable of supporting case management, but we also discuss the gaps that do exist.

Please join us at:

You can leave comments for discussion in the video or reach out to us at

For some additional information on this subject, you can check out the blog series I recently released.


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You Have Sensitive Data. Let’s Protect It! – Slide Deck

Today I had the honour to present at the Microsoft 365 Twin Cities conference in Minneapolis, MN.  I provided an overview of the many technologies that Microsoft provides as part of their Microsoft 365 and Azure platforms to protect your information and users.  Thank you to everyone that attended my session.  You had some fantastic questions and I hope you were able to take something away from my presentation.  As promised here are the slides I presented.

You Have Sensitive Information Lets Protect It – M365 Twin Cities


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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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.

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Microsoft 365 Records Management – Microsoft Purview Retention Label Types

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.

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