ALGIM Training Session: Microsoft 365 Purview Records Management (14 Sep 2026)

Sun, 13 Sep 2026 21:30:00 GMT

If you’re responsible for the management of information in Microsoft 365, or the design and adoption of Microsoft 365 for information management, this course is for you.

This course has been designed by Records Managers for Records Managers and is built around standards. It covers Microsoft Purview.

Learn how to design, configure and implement Microsoft 365 to get the most of its features and gain an understanding of coverage for existing standards.

This course will explore the information management features of Microsoft 365, including licensing requirements and information architecture requirements to support information governance.

About our presenter Andrea McIntosh, Leadership Through Data

Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her. Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

Course outline:

Module 1

Records Management and M365
Microsoft 365 Environment
Modern Collaboration Architecture
Considerations in a cloud world
Data Governance within M365
Microsoft 365 Information Architecture
Relationship between Teams & SharePoint
Metadata and Content types
Making the most of metadata

Module 2

Microsoft Purview
Records Management Overview
Records Management Features
Retention Policies
Retention Labels
Static and Adaptive scopes
File Plans
Retention triggers including event triggers
Labels declaring records

Module 3

Auto-application of retention labels
Retention labels vs Retention Policies
Principles of retention
Disposition options
Best practice for retention labels and policies
Licensing requirements for RM
M365 records management limitations

Module 4

eDiscovery
Data Loss Prevention (DLP)
Dashboards, audit log and reporting
Which license do we need
Planning for change
Working together with IT
M365 Assessment against key RM standards

What you need to know

CPD Points: 12
Course level: Intermediate
Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date.
Prerequisites: This is an advanced Microsoft 365 course and assumes you are already:
- Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course)
- Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course)
- Familiar with information life cycles and records management in general terms (if not, please see our Records Management Training Course)
Sessions are limited to 4 - 10 participants. If minimum numbers aren’t met, we’ll postpone and reschedule the session.
We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
You will need a quiet space so there are no distractions for the participants.