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Microsoft 365 SharePoint Records Management Training – All You Need to Know

Microsoft 365 SharePoint Records Management Training – All You Need to Know2021-03-01T09:42:36+00:00

Project Description

Course Overview

Did you know 72% of organisations now use Microsoft 365, which includes SharePoint, but more than half have no retention and disposal rules applied. With email in the cloud, this rises to 99%! This is a major information risk, and that is why records management is critical. Our Microsoft 365 & SharePoint Records Management training course can help your business alleviate these risks.

Managing your records on Microsoft 365, is it easy? Is it even possible? Whether you’re a fan of Microsoft 365 or not, it’s hard to deny that it’s the hottest topic right now in the information management community.

On this course we discuss the suite of Microsoft 365 products in a records management context, exploring what Microsoft 365 really is, how it meets, or fails to meet existing standards (MoReq2, ISO 16175 and 19475), and looking at approaches to implementation. With a focus on the new Advanced Data Governance features including Labels, Microsoft’s answer to classification, we will show you the latest functionality and how to make the most of it.

Together, we explore the limitations, and the practical solutions you can apply in your organisation. We will also help you to understand the options available to you, and the licensing implications of each, giving attendees the confidence to move forwards and embed best practice. This is a two-day course with hands on experience in an Microsoft 365 training environment. You will be given an understanding of the most up to date technology underpinned by records management best practice and standards.

Microsoft Partner Network

CPD Accredited Course

Day 1  Face to Face / Day 1 – 2 Virtual

  • What is Microsoft 365?
  • Overview of tools and overlap
  • Considerations in a cloud world
  • Microsoft 365 Information Architecture
  • Site Collections, Sites, Libraries and Folders
  • What is the relationship between Teams and SharePoint?
  • Making the most of metadata
  • Access management
  • Advanced Data Governance
  • Comparison of records management features including:
  • Records Centre
  • Content Types
  • Information Management Policies
  • Records Management Policies
  • Using Labels for retention
  • Label Policies

Day 2  Face to Face / Day 3 – 4 Virtual

  • Advanced Data Governance
  • Strategies for applying Labels
  • Legal hold provisions
  • Limitations and practical workarounds
  • Auto classification
  • So what licenses do we actually need?
  • Security and Compliance Centre
  • Compliance Manager dashboard
  • File plans
  • Implementing Microsoft 365
  • Planning for change
  • User adoption
  • Training resources

Who should attend?

This course is for Records Managers/Officers or anyone staff that work or are associated with the management of records. Delegates would include Records Managers/staff, Information Governance Officers or Managers and Data Protection Officers.


Will I get a recognised qualification?2021-01-22T14:17:00+00:00

As part of our accreditation with the CPD accreditation group, you will receive 6 or 12 CPD points for each course attended.

The Certificate in Managing Data Protection Complaince is the second qualification of a suite of 3 data protection qualifications.

Do you offer any course discounts?2021-01-22T14:17:13+00:00

Yes we offer a 10% discount for the primary delegate if you book more than one person from the same organisation at the same time.

We offer 20% off on selected course for promotional offers.

What happens if the course is cancelled?2021-01-22T14:17:37+00:00

To try to avoid cancelling face to face courses, however if the number of delegates is below 5 we will offer this a virtual course instead.

See full terms and conditions.

When will I be advised of the venue location?2021-01-22T14:17:49+00:00

Exact location are sent out via email, two weeks before the course, we would therefore advise you not to book accommodation until the venue is confirmed.

What our clients said about the course

The hands on aspect of the course was essential to understanding the concepts. I really enjoyed playing the game during the course! such a great idea.

Planning Officer

The course was fantastic. Discussion between the attendees was useful, hands on aspects were great.

Head of Information Compliance

Course Training Dates

Book more than one course and receive a 10% discount.

LocationTrainerStart DateEnd Date CostBook
VirtualKunal Kankariya04/May/2107/May/21£1000 + VATFully booked
VirtualKunal Kankariya08/Jun/2111/Jun/21£1000 + VATBook
VirtualKunal Kankariya05/Jul/2108/Jul/21£1000 + VATBook

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