Featured resource
2026 Tech Forecast
2026 Tech Forecast

Stay ahead of what’s next in tech with predictions from 1,500+ business leaders, insiders, and Pluralsight Authors.

Get these insights
  • Course

Microsoft Purview: Records Management and eDiscovery in Microsoft 365

Understand how to implement records management and eDiscovery within Microsoft 365. This course will teach you how to create and manage retention policies, build a file plan for record categorization, apply retention labels, and disposition of data.

Intermediate
2h 41m
(5)

Created by Liam Cleary

Last Updated Dec 05, 2023

Course Thumbnail
  • Course

Microsoft Purview: Records Management and eDiscovery in Microsoft 365

Understand how to implement records management and eDiscovery within Microsoft 365. This course will teach you how to create and manage retention policies, build a file plan for record categorization, apply retention labels, and disposition of data.

Intermediate
2h 41m
(5)

Created by Liam Cleary

Last Updated Dec 05, 2023

Get started today

Access this course and other top-rated tech content with one of our business plans.

Try this course for free

Access this course and other top-rated tech content with one of our individual plans.

This course is included in the libraries shown below:

  • Core Tech
What you'll learn

Ensuring proper retention and timely investigation of content can be challenging without the right tools. In this course, Microsoft Purview: Records Management and eDiscovery in Microsoft 365, you'll learn how to leverage Microsoft 365's integrated capabilities to their fullest. First, you'll explore creating and managing retention policies to retain content as required. Next, you'll dive into building a file plan to categorize records for intelligent classification. Then, you'll discover how to apply retention labels and systematically dispose of outdated, trivial data. Finally, you'll learn how to rapidly identify relevant content with content search, place legal holds, create eDiscovery cases, and leverage premium analysis features. By the end of this course, you'll have the skills to implement robust retention policies, efficiently manage records, and quickly respond to investigative and litigation demands.

Microsoft Purview: Records Management and eDiscovery in Microsoft 365
Intermediate
2h 41m
(5)
Table of contents

About the author
Liam Cleary - Pluralsight course - Microsoft Purview: Records Management and eDiscovery in Microsoft 365
Liam Cleary
35 courses 4.1 author rating 264 ratings

Liam began his career as a Trainer of all things computer-related. He quickly realized that programming, breaking, and hacking was a lot more fun.

2025 Forrester Wave™ names Pluralsight as a Leader among tech skills dev platforms

See how our offering and strategy stack up.

forrester wave report