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

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Did you know 72% of organisations now use Microsoft’s Office 365 platform of tools including SharePoint, but more than half have no retention and disposal rules applied, and with email in the cloud, this rises to 99%! This is a major information risk. Microsoft Office 365 & SharePoint Records Management Training can help your business alleviate these risks.

This 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 O365, 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.

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
Course Dates

LocationDay DateAvailability
Virtual Training Wednesday & Thursday22nd & 23rd April 2020SOLD OUT
Virtual Training Wednesday & Thursday3rd & 4th June 2020Limited Places
Manchester Tuesday & Wednesday 16th & 17th June 2020Places Available
BristolWednesday & Thursday7th & 8th July 2020Places Available
London Wednesday & Thursday16th & 17th September 2020Places Available
Belfast Thursday & Friday 8th & 9th October 2020Places Available
Edinburgh Wednesday & Thursday21st & 22nd October 2020Places Available
Manchester Wednesday & Thursday18th & 19th November 2020Places Available
London Tuesday & Wednesday 1st & 2nd December 2020Places Available

Cost                    £500+ VAT per day (Lunch Provided)
                            This is a 2 day course


  • 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

Want to know more about our Trainers?

Our Trainers are amazing, between us we have over 100 years of experience working in information Governance.

In House Caldicott Guardian 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.

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

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.

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.