Session

From Retention Schedule to Reality: Practical Records Management with Microsoft Purview

Records management doesn’t have to mean complicated schedules, endless manual tagging, and frustrated users. The challenge is turning retention requirements into something that actually works in Microsoft 365.

In this interactive workshop, attendees will work through a real-world scenario and see how a small retention schedule can be implemented using Microsoft Purview Data Lifecycle Management and Records Management.

We’ll explore practical ways to automate retention and reduce the burden on users, including retention labels, auto-apply policies, trainable classifiers, and other techniques designed to make records management more seamless.

By the end of the workshop, attendees will understand how to take retention requirements off the page and turn them into a practical, scalable records management solution in Microsoft 365.

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

Calgary, Canada

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