Andrew Warland Consulting
I offer a series of workshops to help organisations understand how to manage records in Microsoft 365. These workshops usually delivered via Microsoft Teams, run for up to two hours each, but may be customised as necessary.
If you would like to learn more about any of these services, please contact me via email (opens your email client)
This workshop covers the following points:
| Overview of licence options and differences (e.g., E3/E5) |
| Review of where records are created, captured and managed in Microsoft 365 |
| The relationship between Microsoft 365 Groups, SharePoint, Outlook and Teams |
| SharePoint architecture |
| Why governance is important |
| Roles |
| Overview of key parts of the Microsoft 365 app admin portals |
Want to learn more? Email me (opens your email client)
This workshop covers the following points:
| Review of where records are created, captured and managed in Microsoft 365. |
| Introduction to Purview and Defender. |
| How to access Purview. |
| Audit logs. |
| Content searches. |
| eDiscovery options including legal hold. |
| Creating and implementing retention labels/policies, disposition. |
| Creating and implementing information sensitivity labels. |
| AI and Machine Learning - Data Classification. |
Want to learn more? Email me (opens your email client)
This workshop covers the following points:
| Review of where records are created, captured and managed in Microsoft 365. |
| The relationship between Microsoft 365 Groups, SharePoint, Outlook and Teams |
| Architecture design and conceptual overview and approach. |
| Walk through of the SharePoint Online admin portal options and settings. |
| Decision making for managing records: Purpose, access, security and retention. |
| Creating new sites/Teams: SharePoint Online site types, naming conventions. |
| New site provisioning: Core features for records management and access controls. |
| Hub sites. |
Want to learn more? Email me (opens your email client)
This workshop covers the following points:
| Mapping SharePoint sites/Teams to business functions. |
| Walk through of a typical SharePoint Online site: pages, libraries, lists (including calendars). |
| Review of Site Collection Settings to support records management. |
| Access controls, including for Microsoft 365 Group-based sites. |
| Creating and using site pages. |
| Creating libraries and lists and other options. |
| Using lists to manage physical records. |
| Metadata options: Managed, Site and Library. |
| Content Types: what are they and when would you use them. |
| When and how retention policies should be applied to SharePoint sites. |
| Versioning and audit logs. |
| Search options including Search PNP |
| Working with document libraries to manage records. |
| Creating and managing views. |
| Exporting metadata. |
Want to learn more? Email me (opens your email client)
This workshop covers the following points.
| Introduction to the Microsoft 365 substrate and Microsoft Graph. |
| Overview of minimum and extended metadata requirements. |
| Managed metadata (Term Store). |
| Creating global content types and metadata (including types). |
| Creating site columns and content types. |
| Creating library columns (existing and new). |
| Using lookup lists. |
| Exporting metadata including for disposition. |
| Introduction to out of the box search. |
| Understanding the link between crawled and managed properties. |
| Creating and modifying global and local search verticals. |
| Deploying Search PNP. |
| Creating and modifying custom search result pages. |
Want to learn more? Email me (opens your email client)
This workshop covers the following points. An example template is provided.
| Why governance is essential. |
| Detailed walkthrough via live demo of key settings in all Microsoft 365 admin portals. |
Want to learn more? Email me (opens your email client)
These workshops can cover any of the above or following points and run as long as you need:
| Understanding Entra Groups (Security Groups, Distribution Lists, Microsoft 365 Groups). |
| Mapping retention labels to classes in a Records Authority. |
| Deeper dive into the relationship between Teams and SharePoint (all about Microsoft 365 Groups). |
| Migrating content from network file shares. |
| Using reporting and dashboards to monitor the creation and volume of records. |
| Additional security options to protect records, including data loss prevention (DLP). |
| End-user communication and training, including for SharePoint site/Team owners. |
| Support issues for Microsoft 365 and SharePoint relating to the management of records. |
Want to learn more? Email me (opens your email client)