Implement retention, eDiscovery, and Communication compliance in Microsoft Purview (SC-5007)

Course 8742

  • Duration: 1 day
  • Language: English
  • Level: Intermediate

This hands-on course provides compliance professionals and auditors with the skills to manage data lifecycle, records management, eDiscovery, and communication compliance using Microsoft Purview. Learn how to create and manage retention policies, conduct eDiscovery (Premium) investigations, and implement communication compliance policies to ensure regulatory adherence. Gain practical experience in preserving, analyzing, and monitoring organizational data across Microsoft 365 services.

Retention, eDiscovery, Compliance in Purview Delivery Methods

  • In-Person

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Retention, eDiscovery, Compliance in Purview Course Information

In this course, you will:

  • Learn how to manage data retention and enforce compliance with retention policies.
  • Implement Microsoft Purview eDiscovery (Premium) to collect, review, and export case content.
  • Use auto-apply retention labels to classify and manage records automatically.
  • Create and manage communication compliance policies to monitor company communications.
  • Gain hands-on experience in conducting eDiscovery searches and compliance investigations.
  • Ensure regulatory compliance by configuring event-based retention and disposition reviews.

Prerequisites

  • Basic understanding of data governance and compliance concepts.
  • Familiarity with Microsoft Purview and its interface.
  • Knowledge of data lifecycle management principles.
  • Experience with eDiscovery processes.
  • Awareness of communication compliance requirements.

Retention, eDiscovery, Compliance in Purview Training Outline

Module 1: Implement and Manage Retention with Microsoft Purview

  • Overview of retention policies and records management.
  • Creating and managing adaptive and static retention policies.
  • Implementing event-based retention and disposition reviews.
  • Auto-applying retention labels across Microsoft 365.

Module 2: Manage Microsoft Purview eDiscovery (Premium)

  • Introduction to Microsoft Purview eDiscovery (Premium).
  • Creating and managing eDiscovery cases and custodian data sources.
  • Collecting, reviewing, and analyzing case content.
  • Exporting eDiscovery reports for investigations.

Module 3: Prepare Microsoft Purview Communication Compliance

  • Understanding communication compliance policies and workflows.
  • Identifying and resolving communication compliance violations.
  • Using Copilot for Microsoft 365 for compliance monitoring.
  • Investigating and remediating compliance alerts.

Module 4: Hands-On Lab – Implement Retention, eDiscovery, and Communication Compliance

  • Creating retention policies and labels for compliance.
  • Conducting an eDiscovery search to investigate organizational data.
  • Setting up a communication compliance policy to monitor Microsoft 365 communication channels.

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Retention, eDiscovery, Compliance in Purview Course FAQs

No. Applied Skills credentials are not replacing Certifications. We are expanding our credentialing portfolio to better meet the needs of our learners and customers by allowing people to validate very specific skill sets with this new offering.

Certifications are role-based and evaluate a broader range of skills needed to be successful in critical roles that organizations need to be successful in today’s rapidly changing technical environment.

Applied Skills credentials are scenario-based and evaluate a narrower skill set specific to a critical business problem or challenge that organizations are facing.

If you want to demonstrate that you have the range of skills needed to succeed in a given job role, a Certification is the right way to go. If you want to validate your skills on a specific business problem or scenario your organization faces, an Applied Skills credential will make more sense.

Here are some key differentiators between Certifications and Applied Skills:

  • Breadth of skills validated: Certifications typically validate 4-6 skill sets, while Applied Skills validate one specific skill set.
  • Focus: Certifications are job role-based, while Applied Skills are product-based.
  • Purpose: Certifications are intended to validate skills needed for the technical aspects of job roles that leverage Microsoft solutions and technologies. Applied Skills are intended to validate specific scenarios that may be hindering an organization’s digital transformation goals.

Many of the Applied Skills credentials can be used to help you prepare for Certification exams. Because Applied Skills are awarded based on performance within a lab, that experience may set you up for success on a Certification. All role-based Certification exams require experience, so earning an Applied Skills credential is one way to get some of the experience needed to pass the exam. However, not all skills assessed on a Certification exam will have an associated Applied Skills assessment lab, so you should not rely on Applied Skills alone. Visit how to prepare for a Certification exam.

If you want to demonstrate that you have skill sets that were not assessed by the Certification, are Certification “adjacent,” or are needed for a specific project that you would like to do or are working on. An Applied Skill credential would be a great way to show your employer and peers that you have those skills and the skills validated by your Certification.

It depends on your technical expertise and why you want to earn a Microsoft credential.

If you are exploring technology or just beginning your learning journey in technology, starting with a fundamentals certification makes the most sense because it focuses on ensuring you have the foundational knowledge you need to get started in technology.

If you have experience and want to explore how Microsoft technologies and solutions are used to solve critical business problems, an Applied Skills credential is a great way to validate fundamental world skills focused on specific projects or scenarios.

If you have some experience and are pursuing a job that leverages Microsoft solutions, a role-based certification is the logical solution to validate role-based skills. Note that some Applied Skills credentials relate to our certifications and may provide another way to prepare for a certification exam.

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