OVERVIEW: In this session, attendees will learn how to use Microsoft Purview to manage retention for OneDrive and Exchange email. We'll cover practical options for keeping required records when employees leave the organization and for meeting government transparency and compliance obligations.
This session will walk through how retention policies, retention labels, and adaptive scopes can be used to target groups such as executives or departing employees to automate retention for their OneDrive and Exchange content. This is useful information for IT teams responsible for managing user content.
After attending this presentation, attendees will be able to
- Know how to use Microsoft Purview to retain OneDrive and/or Exchange content for departing employees.
- Know how adaptive scopes can help target users with specific retention needs - such as Executives, Departments, or Exiting Employees - to better manage their content.
- Know how retention policies and retention labels can be used to clean up and manage departing employee information.
GARA CERTIFICATE CORE COMPETENCY AREAS: "Retention and Disposition" OR "Digital Repository Management"
PRESENTER: Joanne Klein, Microsoft Purview Consultant, NexNovus Consulting Inc.
Joanne Klein is a Microsoft 365 compliance specialist and owner of NexNovus Consulting. With over 20 years of experience, she's known for her work in compliance and content services within the Microsoft ecosystem. Joanne is a 9-time Microsoft MVP in M365 Apps & Services and Security, specializing in SharePoint and Microsoft Purview. She helps organizations implement effective strategies for information governance and records management, balancing collaboration and compliance in manageable and practical ways.