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Speaker

Erica Toelle

Erica Toelle

Sr. Product Marketing Manager - Microsoft Purview

Seattle, Washington, United States

Erica Toelle is a senior product marketing manager on the Microsoft Purview product team. Her focus is on growing the data lifecycle and records management business and listening to customers and partners to make our solutions better. Erica is a long-time member of the SharePoint and Microsoft 365 community, a former Microsoft MVP, a published author, and a recognized expert in the data governance area.

Area of Expertise

  • Information & Communications Technology

Topics

  • Microsoft 365
  • M365 Compliance

Microsoft Data Lifecycle Management - What's new and what's coming

If you're wondering how to manage the lifecycle of your information and records in Microsoft 365 then this session is for you. Learn from the product team how to retain, archive, and delete Teams, documents, emails, and sites. This session will cover recent announcements and the roadmap for these capabilities.

Information Architecture Tools in Modern SharePoint

The tools and building blocks for information architecture have changed in modern SharePoint. We now have hub sites, new navigation options, Office 365 groups for security, and more. In this session, we will look at the modern SharePoint information architecture building blocks. We will then review how these building blocks can affect services such as search, security, compliance, and branding. Finally, we will look at best practices for putting all of these components together into an organized information architecture.

Locate and Protect Your Sensitive Data in Office 365

Most organizations are not aware of the sensitive and risky data they have in Office 365. This session will show you how to locate sensitive data in Office 365 and apply protections to it. We will begin by showing how to run a report to find sensitive data that already exists in your Office 365 environment. Next, we will review your options for protecting content in Office 365. Finally, we will show how you can use the information in the report to choose the best protection for your situation.

Ensure Your Teams Deployment is Compliant

Is your organization in a highly regulated industry? Then you need to take extra steps to ensure you are using Microsoft Teams in a compliant manner. In this session, we will review the compliance solutions available for Microsoft Teams for managing chats, meetings, documents, and more.

If your organization is in healthcare, education, finance, energy, government or similar then you must attend this session!

An Overview of Compliance In Microsoft 365

Microsoft 365 has a lot of solutions and features to help organizations meet their compliance obligations. But many people aren’t aware of what they already own or what is available. This session will provide an overview of the Microsoft Purview compliance solutions, including retention/deletion, information protection, DLP, insider risk management, and more. Attendees will understand the business value of each area and see a live demo.

A Deep Dive into SharePoint Content Types and Managed Metadata

SharePoint Content Types and Managed Metadata have been around since SharePoint 2010 without any changes…until now! In this session, we will cover the new and refreshed capabilities that have been recently added to SharePoint in Microsoft 365. We will cover what’s new, what’s different, and what is the same. We will also discuss practical guidance for people new to Content Types and Metadata, and for organizations that are already using them. Of course, you will also see a demo!

Managing files across Microsoft 365

Join Erica as she walks through various aspects of managing files across OneDrive, SharePoint, and Microsoft Teams. You'll gain insight on admin controls for managing OneDrive access and recovery, file sharing, and broader best practices for governance across individuals and teams.

Workshop - Microsoft 365 Data Governance Hackathon

We know that data governance situations are unique for your company and can be complex. Data governance covers a collection of solutions like retention, data loss prevention, classification, records management, eDiscovery and overall reporting for your data. Do you have a data governance scenario you need a plan or answer for? In this workshop, we will build out solutions live using the scenarios you bring to us.

We’ll start the workshop by discussing the data governance features in Microsoft 365. Once we set the framework, we’ll ask you to contribute your scenarios or situations and we’ll work together to build a solution or plan live, during the workshop. This will provide attendees a real-world answer to their data governance question(s). A Data Governance hackathon!

Half-day or full-day workshop.

Workshop - Manage Risk in Your Organization: A Complete Overview of Office 365 Compliance Features

In this workshop, we will cover the business scenarios and technical details for how to manage risk in your organization using Microsoft Purview compliance features.

In each section of the workshop, we will review the business value, scenarios, and reasons why you would want to use each feature area. We will then go into the technical details about how to implement the compliance features using a mixture of demonstrations and hands-on learning.

You will walk away from this workshop with:

1) An understanding of what business outcomes you can enable using Microsoft Purview compliance features.
2) The best practices, steps, and things to avoid when deploying compliance.
3) Quick start scenarios you can implement immediately to show business value using the features.

Here are the specific areas we will cover in the Microsoft Purview compliance workshop:

• Information Protection and Governance
- Govern content with Data Lifecycle and Records Management
- Protect sensitive data with Information Protection
- Prevent data loss with DLP
• Internal Risk Management
- Monitor for risks using Communication Compliance
- Detect data leaks with Insider Risk Management
• Discover and Respond
- Use eDiscovery for investigation, analysis, and data export
- Support continuous compliance with a comprehensive Audit Log
• Meet Obligations of Specific Compliance Requirements
- Manage and understand regulation requirements using Compliance Manager

Full-day workshop. Could be half-day by choosing 1-2 sections.

Manage the Content Lifecycle in Office 365

From creation to collaboration, publication, and retirement, how do you manage the lifecycle of content in Office 365? While the tools available in Office 365 have added value to this process, they have also created new complexities around governance, security, compliance, and knowledge management.

In this session, we will break down these complexities and look at how to manage content throughout its lifecycle in Office 365. We will see how to use intelligence and out of the box tools to automate lifecycle management and provide a recipe you can apply immediately to your organization.

How Communication Compliance Can Minimize Communication Risks in Your Organization

Communication Compliance helps to minimize communication risks by helping you detect, capture, and take remediation actions for inappropriate messages in your organization. This session will teach you how to use Communication Compliance, including how to set it up, review potential violations, and capture audit information. We will use an example of an anti-harassment policy that you can deploy in your organization right away. Communication Compliance is one of those features that everyone should use, so don’t miss this session!

Microsoft 365 EduCon Dallas 2022 Sessionize Event

August 2022 Irving, Texas, United States

365 EduCon DC 2021 Sessionize Event

December 2021 Washington, Washington, D.C., United States

SPFest Chicago 2021 Sessionize Event

July 2021 Chicago, Illinois, United States

SharePoint and Office365 Saturday Munich 2019 Sessionize Event

November 2019 Munich, Germany

SharePoint Saturday Denver 2019 Sessionize Event

October 2019 Denver, Colorado, United States

SPS Los Angeles Sessionize Event

September 2019 Los Angeles, California, United States

SharePoint/Office 365 Saturday San Diego 2019 Sessionize Event

January 2019 San Diego, California, United States

Erica Toelle

Sr. Product Marketing Manager - Microsoft Purview

Seattle, Washington, United States