Click4Assistance UK Live Chat Software

Good Contents Are Everywhere, But Here, We Deliver The Best of The Best.Please Hold on!
122 Feering Hill, Feering, Colchester, Essex, CO5 9PY 01206 807267

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

  • Text Hover

Did you know 72% of organisations now use Microsoft Office 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 Office 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 Office 365 compliance features

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

  • the limitations of Records Management in Office 365, SharePoint, and the organisational risks these present

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. 

Course Programme - Day 1

9:00 - 9:30Arrival and registration
9:30- 11.00What is Office 365?
Overview of tools and overlap
Considerations in a cloud world
Office 365 Information Architecture
Site Collections, Sites, Libraries and Folders
What is the relationship between Teams and SharePoint?
11.00 – 11:15Refreshment Break
11.15 – 13.00Office 365 Information Architecture - Continued
Making the most of metadata
Access management
13.00 – 13.30Lunch
13.30 – 15.00Advanced Data Governance
Comparison of records management features including:
Records Center
Content Types
Information Management Policies
15:00 - 15:15Refreshment Break
15:15 - 16:30Advanced Data Governance - Continued
Records Management Policies
Using Labels for retention
Label Policies
16:30Finish & Close
Course Programme Day 2

9:00 - 9:30Arrival and registration
9:30- 11.00Advanced Data Governance
Strategies for applying Labels
Legal hold provisions
Limitations and practical workarounds
11.00 – 11:15Refreshment Break
11.15 – 13.00Advanced Data Governance - Continued
Auto classification
So what licenses do we actually need?
Security and Compliance Center
13.00 – 13.30Lunch
13.30 – 15.00Advanced Data Governance - Continued
Compliance Manager dashboard
File plans
Implementing Office 365
Planning for change
15:00 - 15:15Refreshment Break
15:15 - 16:30Advanced Data Governance - Continued
User adoption
Training resources
16:30Finish & Close
Microsoft Office 365 & SharePoint Records Management Virtual Training Dates

Please wait, loading course dates...
All prices are subject to VAT
Microsoft Office 365 & SharePoint Records Management Classroom Training

Please wait, loading course dates...
All prices are subject to VAT


  • The hands on aspect of the course was essential to understanding the concepts.
    Head of Information Compliance
  • The course was fantastic. Discussion between the attendees was useful, hands on aspects were great.
    Planning Officer - Government

Who are our Microsoft Office 365 & SharePoint Records Management Trainers?

  • Graham has extensive experience delivering Records Management projects and strategy to central government, local government, NGOs and the police, before finding a home in the higher education sector at the University of Hertfordshire.

    Graham Snow
    Trainer & Consultant
  • Lorna is a law graduate turned SharePoint and Office 365 Consultant and has a particular interest in development and customisation work. With over eleven years SharePoint experience within the NHS she has acted as lead consultant on numerous development projects, including records management, freedom of information and information governance.

    Lorna Gratwick
    Trainer & Consultant
In House Microsoft Office 365 & SharePoint Records Management Training - Also Available

Leadership Through Data provide bespoke training courses that are custom made to your needs. Bespoke courses provide an exclusive learning and development opportunity which is cost effective.

All prices include the attendance of 15 delegates, a course workbook, additional reading, slide handouts, an LTD delegate folder, a pen and a CPD certificate. If booked in advance, we offer a 4 week after care package.

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 07931566007 or 01206 807267


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?

We will always offer you another course date, to ensure you don’t miss out however, if you are unable to attend further dates, we will offer you a refund. See full terms and conditions.

Do you offer any course discounts?

Yes we offer a 10% discount if you book multiple people from the same organisation, at the same time.

Will I get a recognised qualification?

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