Category: Exchange Online

Where are the records in Microsoft 365?

Where are the records in Microsoft 365?

One of the consequences of the (relatively sudden) requirement to work from home from early 2020, was that Microsoft 365 - primarily Outlook and Teams (with 'Files' or SharePoint and OneDrive for Business behind the scenes) - became the de facto system to create and capture 'unstructured' records. Unlike centralised electronic document and records management … Continue reading Where are the records in Microsoft 365?

Different approaches for managing records with Microsoft 365

Different approaches for managing records with Microsoft 365

The COVID pandemic from early 2020 led to the requirement for many employees to work from home (WFH). IT Departments scrambled to enable this capability, many making use of Microsoft (MS) Teams that was already bundled with their Microsoft 365 licences. The rapid enabling and uptake (rather than an actual 'implementation') of MS Teams was … Continue reading Different approaches for managing records with Microsoft 365

In place vs in place management of records in Microsoft 365

In place vs in place management of records in Microsoft 365

The ability to manage records 'in place' in SharePoint has existed since around 2013. But this is not the same thing as leaving records where they were created or captured and managing them there - 'in place'. This post explains the difference between the two 'in place' options. In brief: The Microsoft 'in place' model … Continue reading In place vs in place management of records in Microsoft 365

Planning for records retention in Office 365

Office 365 is sometimes referred to as an 'ecosystem'. In theory this means that records could be stored anywhere across that ecosystem. Unlike the 'old' on-premise world of standalone servers for each Microsoft application (Exchange, SharePoint, Skype) - and where specific retention policies could apply (including the Exchange Messaging Records Management MRM policy), the various … Continue reading Planning for records retention in Office 365

Setting up SharePoint Online to manage records (as part of Office 365) – Part 1/3

This is the first of three posts that describe the main elements involved in setting up SharePoint Online to manage records. This post focuses on the recordkeeping related elements in the Office 365 and Compliance admin portals: Office 365 Admin - Licences, Roles and AD Groups (including Office 365 Groups) Compliance Admin - Retention labels … Continue reading Setting up SharePoint Online to manage records (as part of Office 365) – Part 1/3