We offer a range of specialist consulting and advisory services designed to help organisations understand where records may be created and stored, and how to manage them, in the Microsoft 365 ecosystem.
Overview of key elements, options and settings for managing records in Microsoft 365 - from the M365 Admin elements and Compliance, through to SharePoint Online (and MS Teams). Duration - 2 hours.
Settings and configuration options relating to the management of records in the Microsoft 365 Admin (users, roles, groups and sharing), Exchange Online Admin (MRM policies), MS Teams Admin and SharePoint/OneDrive for Business admin portals. Duration – 1 hour.
Settings, options and functionality relating to the management of records in the Microsoft 365 Compliance portal, including for the creation and application of retention policies, and use of audit logs, content searches and eDiscovery: Duration – 2 hours.
Information architecture design and configuration options to support the management of records in SharePoint Online (including sites linked with Microsoft 365 Groups and MS Teams). Duration – 2 hours.
Configuring individual SharePoint Online sites and document libraries to manage records. Duration - 2 hours.
How to develop a governance plan for managing records in Microsoft 365 and SharePoint Online, based on a template model. Duration – 2 hours.
We provide a range of additional advisory and support services relating to the subjects delivered in the workshops.
These services are delivered through tailor-made workshops on specific subjects, MS Teams discussions, or email.