Reading Time: 3 minutes Whether your organization is looking to improve your Microsoft 365 data hygiene for “AI-readiness” or to comply with regulatory requirements, managing your records with historical,
Category: Microsoft Purview
Purview Auto-apply Retention Labels and SharePoint Autofill
Reading Time: 7 minutes I am a Purview and SharePoint MVP and so when autofill columns were introduced into SharePoint, my curiosity was piqued to understand how Purview and
Purview Retention Policy Questions from the Field
Reading Time: 7 minutes [UPDATED January 2026] This post is a running list of questions I’ve received since 2020 on Purview Retention Policies (NOT Retention labels) in SharePoint and
Applying Purview Retention Labels to Folders and Document Sets
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
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