As organizations accelerate collaboration in Microsoft 365, the volume of content—and the risk associated with it—continues to grow. Microsoft Purview offers powerful records management capabilities, but turning those features into a scalable, business-aligned program requires more than configuration alone. It requires a deliberate approach to governance, automation, and user experience.

This full-day, hands-on workshop is designed to mirror the natural evolution of a records management program within Microsoft Purview. Attendees will establish a strong foundation in retention policies and labels, expand into advanced scenarios such as event-based retention and disposition, and ultimately explore how to scale and operationalize these capabilities through automation using auto-apply labeling.

Beyond theory, this workshop emphasizes real-world application. Attendees will walk through practical scenarios, configure key components of a Purview environment, and explore how records management integrates with broader data protection and compliance strategies. Interactive discussions and guided exercises will encourage participants to apply concepts to their own organizational challenges.

By the end of the day, attendees will not only understand how Microsoft Purview supports records management—but how to design, implement, and operationalize a program that drives adoption, reduces risk, and scales with the business.