Skip to content
Contact us
VILT M365 Purview RM

Microsoft 365 Purview Records Management 

 

12 - Hour Instructor Led Training Workshop

Dates:  March 30 - April 1, 2026  |  1:30 - 5:30 PM ET
Location:  Online - Microsoft Teams
Duration:  12 hours total (3 Sessions - 4 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, four-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
  • 12 hours of training (3, 4 hour sessions)

  • All training materials

  • Certificate of Completion

  • Current CIPs Earn 12 CEUs (learn more about CIP)

Register Now

Member Pricing

 

*Discount code: JXERQ2PCCACY

$1,068*

 

Some key features
  • Member Discount
  • 12 hours of training (3, 4 hour sessions)
  • All training materials
  • Certificate of Completion

  • Current CIPs Earn 12 CEUs (learn more about CIP)

Register Now

Course + AIIM+Pro Membership

$1,398

 

Some key features
  • 12 hours of training (3, 4 hour sessions)
  • All training materials
  • Certificate of Completion

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

  • Current CIPs Earn 12 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

ANDREA MCINTOSH
 Andrea has worked in information and technology management for over two decades. 

 

As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. 

 As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainble information management at the heart of them is always the aim. 

Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space. 

  • Star
  • Star
  • Star
  • Star
  • Star

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