Microsoft 365 Purview Records Management | 7th-9th December 2026
Feel empowered by having the skills and knowledge to effectively manage records, ensure compliance, and enhance data security within your Microsoft 365 environment. You will do this through knowing how to design, configure, and implement Microsoft 365 to maximize its features, and gain insights into licensing and information architecture requirements to support robust information governance.
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Microsoft 365 Purview Records Management Course
What you will achieve after going on the course
Is This Course Right For Me?
This course is for:
Records Managers / Officers / Staff
Those who have roles involving the management of records
Those involved in the design and adoption of Microsoft 365 for information management.
Delegates could include:
Records Managers / Officers / Staff
Information Governance Officers / Managers
Data Protection Officers (DPOs)
This is an advanced Microsoft 365 course and assumes you are already:
Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course)
Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course)
Familiar with information life cycles and records management in general terms (if not, please see our Records Management Training Course)
Learning Objectives
The problems that customers are facing
Problem 1
Problem: Organizations often struggle with inconsistent and outdated records management policies, leading to data breaches and non-compliance with regulatory requirements. Without robust policies, it becomes challenging to maintain data integrity and ensure that records are managed properly throughout their lifecycle.
Solution: To address this, organizations should leverage SharePoint’s records management capabilities to develop, implement, and regularly review comprehensive records management policies and procedures. This includes defining the information lifecycle for various record categories, ensuring secure storage, and controlling access to records. Additionally, investing in training and raising awareness among employees about the importance of records management and compliance with policies will help maintain data integrity and ensure that records are managed properly throughout their lifecycle.
Problem 2
Problem: Inefficient information governance can result in difficulties locating and managing important information, causing delays in decision-making and operational inefficiencies. Poorly organized data can hinder collaboration and lead to miscommunication within teams and with external partners.
Solution: To streamline information governance, organizations should establish a cohesive information governance framework within SharePoint that includes clear policies, procedures, and roles for managing information. This involves leveraging SharePoint’s metadata, content types, and file plans to organize and classify records. Additionally, fostering a culture of information governance by providing training and support to employees will ensure that everyone understands their responsibilities and the importance of adhering to governance policies. By doing so, organizations can improve the efficiency of information management, enhance collaboration, and reduce operational inefficiencies.
Problem 3
Problem: Organizations may face challenges in protecting sensitive information and ensuring compliance with regulatory requirements. This can lead to data breaches, legal repercussions, and financial losses. Proper security measures and compliance controls are essential to safeguard data and align records management practices with legal standards.
Solution: To enhance data security and compliance, organizations should implement comprehensive data protection measures within SharePoint, including configuring and managing Data Loss Prevention (DLP) policies to prevent unauthorized sharing of sensitive data. Additionally, establishing and enforcing security measures and access controls within SharePoint will protect sensitive information, reducing the risk of data breaches. Regular audits and reviews of compliance policies will help ensure that data handling practices align with regulatory requirements and organizational policies. By doing so, organizations can safeguard their data, reduce the risk of legal repercussions, and maintain compliance with regulatory standards.
Solution: To enhance data security and compliance, organizations should implement comprehensive data protection measures within SharePoint, including configuring and managing Data Loss Prevention (DLP) policies to prevent unauthorized sharing of sensitive data. Additionally, establishing and enforcing security measures and access controls within SharePoint will protect sensitive information, reducing the risk of data breaches. Regular audits and reviews of compliance policies will help ensure that data handling practices align with regulatory requirements and organizational policies. By doing so, organizations can safeguard their data, reduce the risk of legal repercussions, and maintain compliance with regulatory standards.