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Microsoft Purview Disposition Review and Permissions

Reading Time: 6 minutes This post is sourced from questions from my RM customers. It is created by me and not AI. 🙂 The ability to trigger a dispositionContinue reading

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A Purview Disposition Review infographic

Reading Time: 3 minutes Quick post. One of the important parts of managing the lifecycle of content is what happens to it at the end of the retention period…Continue reading

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3 Enablement Stages for Purview Data Lifecycle and Records Management

Reading Time: 2 minutes [This post was written by me and not generated by AI. Hopefully it will become part of the larger corpus around enablement strategies for PurviewContinue reading

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Daisy-chaining retention labels | A Good Use-case for Record Archival

Reading Time: 6 minutes [New!] This is a partner post to “Daisy-chaining retention labels and automated archival” by Martin Lingstuyl. The intent for associating our 2 posts is toContinue reading

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SharePoint Premium Classifier vs Trainable Classifier

Reading Time: < 1 minute [Update 2024] Microsoft announced the re-branding of Microsoft Syntex to SharePoint Premium at the Microsoft Ignite conference in November 2023. Due to this, some...

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A Contrast and Comparison of Retention and Sensitivity Labels

Reading Time: < 1 minute Let’s get right to the point with minimal preamble. My favorite kind of post. 🙂 In Microsoft Purview, whether you’ve implemented sensitivity labels before retentionContinue...

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Purview setup Event-based Infographics

Reading Time: 3 minutes I’m short on time… I know I’m not alone. For this reason, I appreciate an infographic that summarizes a complex process or concept in aContinue reading

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Purview Retention Policy Questions from the Field

Reading Time: 6 minutes [UPDATED January 2024] This post is a running list of questions I’ve received since 2020 on Purview Retention Policies in SharePoint and OneDrive and myContinue reading

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My “Complexity and Effort” survey for automating Purview Retention

Reading Time: 4 minutes Disclaimer: In my professional consulting life, I am a product of my customer experiences. This post is based on observations I’ve made during my customerContinue reading

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Insider Risk Management – a workflow infographic

Reading Time: < 1 minute A recent customer engagement had me digging into the Insider Risk Management (IRM) solution with an organization’s legal team. In this organization, the legal teamContinue...

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The Purview Retention Design Choice to ONLY Auto-apply Retention Labels

Reading Time: 5 minutes I have now worked with several customers who wish to exclusively use the auto-apply capability to apply a retention label to their SharePoint content. ThisContinue reading

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Cloud Attachments and eDiscovery – a Purview Approach

Reading Time: 6 minutes There is a Microsoft Purview capability whereby a retention label can be applied to cloud attachments.  (Microsoft reference: Auto-apply retention labels to cloud attachments)...

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Microsoft Teams Retention table

Reading Time: < 1 minute A short and sweet post because we’re all short on time. ✨ There’s a lot going on behind the scenes when it comes to MicrosoftContinue reading

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Retention Label and Sensitivity Label Auto-apply based on each other in...

Reading Time: 4 minutes Post written by Joanne Klein, not AI. Did you know… a retention label can be used to apply a sensitivity label in SharePoint? a sensitivityContinue reading

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Microsoft Purview RACI charts

Reading Time: 2 minutes Warning: This post was created by me, not AI. 🙂 I’ve spent enough time with customers implementing Microsoft Purview features that I’m starting to seeContinue reading

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SharePoint Premium Classifier vs Trainable Classifier

Reading Time: < 1 minute [Update 2024] Microsoft announced the re-branding of Microsoft Syntex to SharePoint Premium at the Microsoft Ignite conference in November 2023. Due to this, some...

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