Manage records and disposition with Microsoft Purview

Module
11 Units

Intermediate

Risk Practitioner

Microsoft Purview

Microsoft 365

Microsoft Purview supports retention and records management by providing tools to plan and apply retention labels, organize and classify labels through a file plan, automate labeling, declare items as records, and conduct disposition reviews before content is permanently deleted.

Learning objectives

After completing this module, you'll be able to:

Plan retention and disposition strategies using labels
Organize and manage labels with the file plan
Automate label application using policy conditions
Declare content as records or regulatory records
Configure and manage disposition reviews

Prerequisites

Basic knowledge of data retention and compliance concepts
Familiarity with navigating the Microsoft Purview portal
Understanding of how retention labels are used in Microsoft 365

Introduction min
Plan for retention and disposition with retention labels min
Organize retention labels by using file plan min
Create and manage auto-apply retention labels min
Exercise - Auto-apply retention label using a trainable classifier min
Declare records by using retention labels min
Conduct disposition reviews min
Exercise - Configure disposition review for contract retention min
Understand policy and label precedence in Microsoft Purview min
Module assessment min
Summary min

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