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Online Private Course

Microsoft 365™ Recordkeeping Functionality - Comprehensive

M365 RM2V

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 Microsoft 365 is Microsoft’s office productivity suite and content management/governance solution. Recordkeeping capabilities are contained within its Compliance function. If you’re considering this product, or if you already have it, this comprehensive “How to” treatment of the product will show you what you need to know to successfully achieve recordkeeping compliance. This course is not a hands-on product training experience, rather you’ll learn the terms, concepts, principles, capabilities and limitations of the product. And this course will be enormously beneficial either before or after you’ve completed any hands-on product training. You’ll learn the product’s capabilities and limitations, how to use it effectively, and how to estimate realistic project time & effort estimates for product deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. Bruce is vendor-neutral – he has no stake in any product. You therefore get truly independent analysis and objective assessment of the product’s capabilities, along with his deep understanding of the competitive position of all products. After completing this course you’ll be able to apply your new knowledge and insight to make product selection and/or deployment decisions. You’ll fundamentally understand the product, and learn what it really takes to deploy it in a real-life project.


NoteThis course covers the Enterprise License level E5 only.

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Learning Objectives

Upon completion of this workshop, participants will be able to:


  • Understand the capabilities and limitations of the product

  • Know what sources of records can be managed, costs and limitations of each.

  • Assess the implication and costs of preservation copies.

  • Learn how the product handles your retention schedule.

  • How the product manages physical records

  • Define and deploy sophisticated multi-phase retention rules

  • Assess how close the product comes to US DoD 5015.2 requirements

  • Understand how formal records disposition is carried out

  • Learn how to price the product and project long-term total cost of ownership

  • Discover how the product uses artificial intelligence to automate recordkeeping

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