Best practices for Microsoft Records Management

Below are some of our resources addressing best practices for Microsoft Records Management.

• Establishing the business case

• Automation options

• Modernizing records management policies

• In-place vs centralised records management

• Big bucket retention categories

• Automate records management

• Metadata

• Taxonomies

• Lifecycle models

• Records declaration options

• Event-based retention

• Records revisions

• Adaptive policies

• Disposition reviews

• Multi-stage disposition reviews

• Access management

• Ensure compliance with Microsoft Teams

• Managing email records

• Integration with line of business systems

• Automate with provisioning

• Required M365 license

• Case study

Please feel free to contact us if you need help automating records management in M365 and beyond based on our lessons learned and best practices from early adopters.