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

Course Overview

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.

At the end of this course you will be able to:

• Describe Microsoft 365 Information Architecture
• Describe the differences between SharePoint Sites, Microsoft 365 Groups, Microsoft Teams and OneDrive
• Describe SharePoint Site Collections, Sites, Libraries and Folders
• Design Metadata structure for a Library, Site and Organization
• Create Information Governance Labels including
  • Retention Labels
  • Record Labels
  • Regulatory Record Labels
• Create Retention Policies
• Create Policies to Automatically Assign Information Governance labels
• Describe the Licensing Requirements for Information Governance in Microsoft 365
• Describe the limitation of Microsoft 365 Information Governance features

The course will cover the following topics:

Module 1: What is Microsoft 365?

• Overview of tools and overlap
• Considerations in a cloud world

Module 2: 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
• Content Types

Module 3: Advanced Data Governance

• Retention Policies
• Retention Labels
• Record Labels
• Regulatory Record Labels
• File Plan
• Label Policies
• Auto-Assigning Labels
• Compliance Manager

Module 4: Adoption and Best Practice

• Limitations and practical workarounds
• So what licenses do we actually need?
• Implementing Microsoft 365
• Planning for change
• User adoption
• Training resources

Who should attend?

This course is designed for those involved in design and adoption Microsoft 365 for Information governance.  You should already have equivalent knowledge and skills to those covered in out Microsoft 365 Administrator Course.

Designed around Records Managers/Officers or those who have roles including the management of records. Delegates could include Records Managers/staff, Information Governance Officers or Managers and Data Protection Officers.

This is an advanced Microsoft 365 course and assumes you are already:

• Familiar with using Microsoft 365 for file storage including SharePoint
• Familiar with editing document metadata (properties) in SharePoint

You should also have a familiarity with information life cycles and records management in general terms, as covered in our Records Management Training – All You Need to Know course.