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VILT M365 Purview RM

Microsoft 365 Purview Records Management 

 

14 - Hour Instructor Led Training Workshop

Dates:  October 6-9, 2025  |  1:30 - 5:00 PM ET
Location:  Online - Microsoft Teams
Duration:  14 hours total (4 Sessions - 3.5 hours per session)
Price:  $1,188 per person ($1,068 for current members) Bundle Pricing Available

 

Introduction: 

AIIM has collaborated with Leadership Through Data (LTD) for Enhanced Microsoft 365 Training. This course is instructor-led with hands-on experience.


Modernize Your Records Management with Microsoft 365 Purview

Join our intensive, three-day hands-on workshop to master Microsoft 365 Purview Records Management. Across four deep-dive modules, you’ll build the skills to design, implement, and govern a compliant retention and information-governance strategy within your M365 environment:

  • Module 1: Foundations & Information Architecture
    Understand how M365’s collaboration architecture, metadata, and content types underpin a modern records management framework. Learn best practices for structuring SharePoint, Teams, and Viva Engage to support consistent information capture.

  • Module 2: Purview Records Management Essentials
    Explore Purview’s core RM features—retention labels, policies, file plans, and scopes. You’ll configure static and adaptive retention, declare records, and trigger dispositions based on events or metadata.

  • Module 3: Automation & Compliance Controls
    Automate label application, manage disposition workflows, and troubleshoot licensing requirements. Compare retention labels vs. policies, and learn strategies to handle M365 limitations and ensure compliance at scale.

  • Module 4: Advanced Governance & Reporting
    Dive into eDiscovery, Data Loss Prevention (DLP), audit logs, and dashboard reporting. You’ll plan for change, assess your M365 deployment against RM standards, and collaborate effectively with IT to drive user adoption.

 

 

What You'll Learn

✅ How Microsoft 365’s collaboration architecture and information-architecture features support records management
 

✅ The differences between retention labels, retention policies, scopes, and triggers—and when to use each

✅ Best practices for auto-applying labels, disposition workflows, and managing file plans

✅ Practical setup and governance of eDiscovery and Data Loss Prevention (DLP)

✅ How to audit, report, and assess your M365 deployment against key RM standards

✅ Strategies for working effectively with IT and driving user adoption

  

Who Should Attend

📌Records and information management professionals responsible for M365 design or adoption.

📌Compliance and governance officers seeking to embed retention and legal-hold workflows

📌IT administrators and architects implementing Purview features in SharePoint, Teams, Exchange, and Viva Engage

📌Any practitioner with foundational M365 knowledge eager for advanced, hands-on RM training

 

Pricing

Non-Member Pricing

$1,188

 

Some key features
  • 14 hours of training (4, 3.5 hour sessions)

  • All training materials

  • Certificate of Completion

  • Current CIPs Earn 14 CEUs (learn more about CIP)

Register Now

Member Pricing

 

*Discount code: JXERQ2PCCACY

$1,068*

 

Some key features
  • Member Discount
  • 14 hours of training (4, 3.5 hour sessions)
  • All training materials
  • Certificate of Completion

  • Current CIPs Earn 14 CEUs (learn more about CIP)

Register Now

Course + AIIM+Pro Membership

$1,398

 

Some key features
  • 14 hours of training (4, 3.5 hour sessions)
  • All training materials
  • Certificate of Completion

  • 1 Year of AIIM+ Pro membership with unlimited training courses

  • Current CIPs Earn 14 CEUs (learn more about CIP)

Register Now

*Member pricing is available exclusively for current AIIM+ or AIIM+ Pro members. Bundle pricing is offered for new AIIM+ Pro memberships only.

To request an invoice for this course, complete the invoice request form.

Conditions:

  • A minimum of 5 attendees is required for AIIM to proceed with this course. 
  • As the course is hands-on attendance is mandatory for all course days, recordings will not be applicable. 

Additional Terms and Conditions

Your Instructor

CHIRAG PATEL
 

Chirag is a highly experienced Chartered IT Professional consultant and Microsoft Certified Trainer (MCT) delivering business collaboration & productivity, data & information management solution implementation, migration and divestment projects with Microsoft Teams, SharePoint, Microsoft Viva, Power Platform, Security & Compliance and Microsoft 365 related technologies. 

Having worked with SharePoint since 2001 and Office 365 since 2012, Chirag has covered many roles, such as Delivery Lead, Technology Specialist, Solution Architect and Trainer working with clients in Energy, Financials, IT & Communications, Professional Services, Retail, Education, Public & Third sector, which has lead him to be an exceptional consultant & trainer as quoted by clients “established himself as a leader on the project, not only delivering on the separation and migration of M365 services, but also guiding and challenging colleagues to ensure the broader set of Cloud transition activities”. 

Chirag is highly qualified with an MSc in Business Systems Analysis & Design and holds many certifications including Microsoft 365 Enterprise Administrator Expert and TOGAF Certified Architect.  As a volunteer, Chirag enjoys running Microsoft 365 UK (M365UK) user group and is a frequent speaker at local & international events. For his technical community contributions, Chirag has been awarded as a Microsoft Most Valuable Professional (MVP) every year since 2020. He is also an Approved Chartered Membership Assessor for BCS (British Computer Society). 

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Don’t miss this opportunity to enhance your skills and advance your career. Reserve your spot today!