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Microsoft  365 & SharePoint Records Management Training: All you need to know

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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. This records management course will explore:

  • the art of the possible with Microsoft 365 compliance features

  • what you can and can’t do with different licenses (A3, A5, E3, E5, EMS)

Course Overview
Managing your records on Office 365, is it easy? Is it even possible? Whether you’re a fan of Office 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 Office 365 products in a records management context, exploring what Office 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 office 365 training environment. You will be given an understanding of the most up to date technology underpinned by records management best practice and standards. 


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.


The Face to Face course is delivered over two days. The Virtual course is delivered  over 4 1/2 days. 


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

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Planning Officer

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

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Head of Information Compliance

Course Programme - Day 1

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 Center
Content Types
Information Management Policies
Records Management Policies
Using Labels for retention
Label Policies
Course Programme Day 2

Day 3-4 VirtualAdvanced 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 Center
Compliance Manager dashboard
File plans
Implementing Office 365
Planning for change
User adoption
Training resources
Microsoft Office 365 & SharePoint Records Management Virtual Training Dates

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Microsoft Office 365 & SharePoint Records Management Classroom Training

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In house Training options available. Scroll down for further information
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In House Training
Leadership Through Data provide bespoke training courses that are custom made to your needs. Bespoke courses provide an exclusive learning and development opportunity.

Our expert trainers provide specialist training for your employees within your company either face to face or virtually. Oue virtual platform has been increasingly popular with our clients, as it reduces the cost for trainer travelling expenses and would also reduce your companies carbon footprint. All delegates will be able to see their trainer and fellow delegates as you would in a meeting room and talk to them live.   

We offer our services through a number of cost effective packages, (Platinum, Gold, Silver and Bronze) for as little as 6 employees to 15 employees per training session.

If you did not find the course you are looking please contact us and we can discuss and design the right course for you. For a no obligation quote, email or call Sharon, Client Relationship Manager on 07593 438646 or 01206 807267

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Bronze Package

This package is offered as a ‘Virtual Training Environment’ only.

This works particularly well for small numbers but there needs to be a minimum of 6. 



This package includes:

PDF Workbook 

6 CPD Points

Attendance Certificate


Silver Package

This package provides face to face or virtual taining for 8 people for a one-day course.


Additional Delegates can be added at a reduced cost.


This package includes:

LTD Workbook & Pen 

6 CPD points 

Attendance Certificate


Gold Package

This package allows you to train up to 15 members of your staff on your site or virtually. This option provides you with the most cost-effective way for inhouse training for a greater number of staff.


This package includes:

LTD Workbook Delegate Pack 

LTD Pen 

6 CPD Points 

Attendance Certificate


Platinum Package

This package includes a short consultancy period along with any other training package. This package allows you the opportunity to contact the trainer for any questions or ongoing support that arises after the training session has finished. This equates to 4 hours of the trainer’s time. It must be used within 4-weeks. Client have utilised this service for roughly 1 hour per week over a 4 period.


Q & A

When will I be advised of the venue location?

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 happens if the course is cancelled?

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. 

Do you offer any course discounts?

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. 

Will I get a recognised qualification?

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.