SC-5007 Implement retention, eDiscovery, and communication compliance in Microsoft Purview

Price
Net: €
VAT: €

Price
Price on Request

Duration
1 day

For companies and job seekers:
this course is 100% fundable!

Location

Course Language
English

Training Solutions
Online Live

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Legally compliant information management is becoming a strategic factor. Uniform rules for data, communication, and documentation support transparency and control in digital business processes.

Key topics

Retention strategies and policy logic.
eDiscovery for structured evaluations.
Control and monitoring of communication.
Use of AI-based functions.
Governance, traceability, and compliance.

Prerequisites
Basic knowledge of Microsoft environments, understanding of data protection, information security, and organizational compliance objectives.

Target audience
Professional roles with responsibility for IT governance, data protection, legal compliance, and information management.

Clear compliance structures create trust and stability. Well-designed processes and modern platform functions support sustainable information security in growing digital ecosystems.

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Course content

Data lifecycle in Microsoft Purview

Data Lifecycle Management Overview
Configure retention policies
Set up retention labels
Set manual retention label policies
Configure automatic application of retention labels
Data Import for Data Lifecycle Management
Administration, monitoring, and troubleshooting
Summary and knowledge check

Records in Microsoft Purview

Introduction
Records Management Overview
Import file plan
Set up retention labels
Configure event-driven retention
Manage and monitor records
Summary and knowledge review

Microsoft Purview eDiscovery

Introduction to Microsoft Purview eDiscovery
Implementing eDiscovery
Creating and managing eDiscovery cases
Managing data sources (with/without retention requirements)
Analyzing case content
Testing knowledge and summary

Microsoft Purview Communication Compliance

Introduction to Communications Compliance
Planning for regulatory compliance
Identifying and optimizing compliance processes
Implementing compliance policies
Analyzing and resolving compliance alerts

Your training will be 100% funded

Our funding schemes are available exclusively to participants who live or work in Germany. Funding is not available outside Germany.

For career starters, job seekers, career changers, startups, experienced professionals, those looking to advance their careers, specialists, etc.

The QCG program for everyone in the company

Further information

The education voucher for all job seekers

Further information

Frequently Asked Questions

When must company data be retained for a longer period?

Regulatory requirements, internal policies, and audits often involve fixed retention periods. This training course demonstrates how to implement these requirements using Microsoft Purview.

What is eDiscovery used for in Microsoft 365?

eDiscovery helps identify and analyze relevant emails, documents, and other content for legal cases, internal investigations, or audits.

What are some common mistakes made in data retention?

Retention periods that are too short or uncontrolled, a lack of guidelines, and accidentally deleted information can pose legal and organizational risks.

Who benefits from communication compliance?

Compliance, data protection, HR, and legal departments, in particular, use Communication Compliance to monitor internal communication policies and identify potential violations early on.

What happens to data after the retention period expires?

Depending on the defined policies, information can be automatically deleted, archived, or retained. Microsoft Purview supports these processes through rule-based automation.

How can you tell if a compliance strategy is effective?

Clear guidelines, transparent processes, and automated data management make it easier to comply with legal and internal company requirements.

What challenges arise when managing large amounts of data?

As the volume of data increases, it becomes more difficult to quickly find relevant information, store it properly, and manage it in a timely manner. Microsoft Purview supports these tasks with centralized compliance features.

What best practices support secure data management?

Consistent retention policies, regular reviews, automated processes, and clearly defined responsibilities lay the foundation for secure information management over the long term.

Do you have any further questions? Please contact us.

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