This session will explain Data Lifecycle and Records Management in Microsoft’s Purview from an IT-Pro’s perspective. With compliance concerns on the rise in the modern workplace, Compliance teams are reaching out to their IT-Pro partners for assistance. This is unfamiliar territory for many IT Pros, so this session is designed to help clear the path forward.

It covers topics like:

• Recommendations for mapping a retention schedule into a “software-friendly” Purview File Plan
• Using automation to apply retention labels to your content
• Using scopes to scale and meet complex retention requirements
• SharePoint and Teams architecture impacts
• Understanding what configurations can’t (easily) be changed after-the-fact
• Understand the impact these features have on Copilot readiness

To reinforce the topics, Joanne will discuss the skills IT-Pros should bring to the table when working with their Compliance team partners.

4 Objectives:

• Understand how to interpret retention schedules from a technical perspective
• Understand the dependencies for the automation features in DLM/RM
• Understand the impacts your SP/Teams architecture can have on applying DLM/RM controls
• Understand what decisions need to be solidified early on for DLM/RM