Microsoft 365 Records Management: Crawl, Walk, and then Run

Microsoft provides record managers and administrators with many features to classify and manage the information within their organization. This workshop takes the audience on the Microsoft 365 Records Retention journey through a Cralk-Walk-Run approach. Attendees will begin by understanding the concepts and basic features of Microsoft 365 records retention (Crawl). Once the foundation is established, the workshop will move on to advanced concepts such as event-based retention (Walk). Finally, attendees will continue along this journey and begin automating retention processes to increase adoption and remove the need for user intervention (run).

Leading practices will be discussed and demonstrated for information governance guidelines and controls via retention policies and labels. Attendees will learn how to build on these concepts and advance the process with auto-applied policies and other automation methods. To further support adoption, the workshop will discuss the organizational change management required to support the various stages of deployment to ensure a great user experience. Attendees will also be shown techniques to understand if users are adopting the established approach within their organization.

David Drever

Microsoft 365 MVP - Compliance and M365 Specialist

Calgary, Canada


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