Reading Time: 8 minutes Did you know… an auto-apply retention label policy will never apply retention labels to Folders and Document Sets themselves? You must target the documents contained
Category: Microsoft Purview
A Contrast and Comparison of Retention and Sensitivity Labels
Reading Time: 2 minutes [Updated September 2025] My infographic linked to below now contains 20 key behaviors compared between sensitivity labels and retention labels. (formerly 10 behaviors) In Microsoft
Microsoft Purview RACI charts
Reading Time: 2 minutes Warning: This post was written by me, not AI. 🙂 I’ve spent enough time with customers implementing Microsoft Purview features that I’m starting to see
The Purview Retention Design Choice to ONLY Auto-apply Retention Labels
Reading Time: 6 minutes [Updated August 2024] Included an additional option under The Fix I have now worked with several customers who wish to exclusively use the auto-apply capability to
Insider Risk Management – a workflow infographic
Reading Time: < 1 minute A recent customer engagement had me digging into the Insider Risk Management (IRM) solution with an organization’s legal team. In this organization, the legal team
My “Complexity and Effort” survey for automating Purview Retention
Reading Time: 4 minutes Disclaimer: In my professional consulting life, I am a product of my customer experiences. This post is based on observations I’ve made during my customer