Implement and manage retention with Microsoft Purview

Microsoft Purview provides tools to manage data retention and records, ensuring compliance through policies, labels, event-based retention, adaptive and static scopes, and disposition reviews.

• Overview of retention with Microsoft Purview
• Create and configure retention policies
• Create and configure adaptive scopes
• Exercise - Configure static and adaptive retention policies in Microsoft Purview
• Create and publish retention labels
• Apply retention labels across Microsoft 365 services
• Configure event-based retention
• Exercise - Configure retention labels for financial and HR content

Manage records and disposition with Microsoft Purview

Microsoft Purview supports retention and records management by providing tools to plan and apply retention labels, organize and classify labels through a file plan, automate labeling, declare items as records, and conduct disposition reviews before content is permanently deleted.

• Plan for retention and disposition with retention labels
• Organize retention labels by using file plan
• Create and manage auto-apply retention labels
• Exercise - Auto-apply retention label using a trainable classifier
• Declare records by using retention labels
• Conduct disposition reviews
• Exercise - Configure disposition review for contract retention
• Understand policy and label precedence in Microsoft Purview

Understand Microsoft Purview eDiscovery

Discover how Microsoft Purview supports a defensible eDiscovery process across Microsoft 365 services. Review how organizations can manage investigations by preserving content, running searches, analyzing results, and controlling access through role-based permissions.

• What is eDiscovery?
• Compare the classic and new eDiscovery experiences
• Understand the eDiscovery case lifecycle
• Understand eDiscovery roles and permissions

Create and manage eDiscovery cases

Microsoft Purview eDiscovery provides a case-based structure for managing legal, compliance, and security investigations. Each case acts as a secure workspace for collecting, reviewing, and exporting relevant content. With configurable options for permissions, access, data sources, and analytics, cases help teams enforce control, maintain accountability, and tailor investigations to their organizational needs.

• Configure eDiscovery prerequisites
• Create and manage eDiscovery cases
• Manage case access and permissions
• Configure case settings

Manage data sources and holds in Microsoft Purview eDiscovery

Managing data sources and applying holds in Microsoft Purview eDiscovery helps ensure that investigations are scoped correctly and that relevant content is preserved. Defining where to search, applying hold policies, and using PowerShell to confirm preservation are key steps in supporting legal and regulatory requirements.

• Understand data sources in eDiscovery
• Select and manage data sources
• Create holds in eDiscovery
• Manage and maintain eDiscovery holds
• Preserve mailbox content and metadata under hold
• Identify and report on mailbox holds

Search for content with Microsoft Purview eDiscovery

Use Microsoft Purview eDiscovery to search for content across Microsoft 365. This module covers how to configure cases, define search criteria, and locate messages, files, and other organizational data.

• Understand eDiscovery and content search capabilities
• Prerequisites for using eDiscovery in Microsoft Purview
• Create an eDiscovery search
• Conduct an eDiscovery search
• Export eDiscovery search results

Analyze and prepare content in eDiscovery review sets

Microsoft Purview eDiscovery includes review sets to help legal and compliance teams manage, analyze, and prepare content during an investigation. Review sets provide a structured workspace where teams can filter, tag, summarize, and export case data in a repeatable, defensible way.

• Create and manage review sets in eDiscovery
• Search, filter, and view review set content
• Tag and organize content in review sets
• Run analytics on review sets
• Export and reuse review set content
• Use the query report to generate keyword reports (preview)

Detect and address communication risks with Microsoft Purview Communication Compliance

Microsoft Purview Communication Compliance is a solution that helps organizations address code-of-conduct policy violations in company communications, while also assisting organizations in regulated industries meet specific supervisory compliance requirements. Communication Compliance uses machine learning to intelligently detect violations across different communication channels such as Microsoft Teams, Exchange Online, or Yammer messages.

• Understand Microsoft Purview Communication Compliance
• Plan for communication compliance
• Understand the Communication Compliance workflow
• Create communication compliance policies
• Investigate and remediate Communication Compliance alerts
• Use Communication Compliance reports
• Detect and manage risky interactions in AI apps
• Integrate communication compliance with SIEM solutions

Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

This module guides you through implementing data compliance and governance using Microsoft Purview, ensuring your organization meets regulatory requirements and manages data effectively.

• Exercise - Create retention policies
• Exercise - Create and publish retention labels
• Exercise - Conduct an eDiscovery search
• Exercise - Create a communication compliance policy