Reading Time: 7 minutes As a consultant working in the field with many records managers, I am frequently asked about ways to build a central record repository to store/view
Category: Compliance
A Records Manager’s guide to Auto-applying Retention Labels using SharePoint IA
Reading Time: 2 minutes I talk to many compliance professionals who are in the throes of reviewing their retention schedules with the intent of making it “software ready” for
Microsoft 365 Fiscal Year Retention | Event-based Auto-apply
Reading Time: 9 minutes A long time coming, but this is the fourth post in my Blog Post series, Microsoft 365 Fiscal Year Retention, and its purpose is to
A SharePoint Content Type DLP Policy
Reading Time: 4 minutes [Updated March 2023] This capability is now available within the Purview DLP UI. Although the PowerShell technique I describe in this post will certainly still
My Purview Data Lifecycle and Records Management Tip Sheets
Reading Time: 2 minutes As an independent consultant specializing in Microsoft Purview, I spend a lot of time with my customers explaining, summarizing, and demonstrating the capabilities. The knowledge
Join me at the M365 Conference in Vegas next week!
Reading Time: 2 minutes Vegas baby! I’m heading to Vegas next week for the Microsoft 365 Conference where I’ll deliver 2 workshops with 2 of my favourite people! Automating