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VILT M365 Purview eDiscovery 6 hr

Microsoft 365 Purview eDiscovery:

Run Faster, Defensible Investigations Across Microsoft 365

 

3.5-Hour Instructor Led Live Training Workshop | Limited Seats Available

Dates:  June 9 -10, 2026   |  1:30-4:30 PM ET
Location:  Online - Microsoft Teams
Duration:  6 hours total (2 Session - 3 hour session)
Price:  $729 per person ($649 for current members) Bundle Pricing Available

 

Introduction: 

AIIM has collaborated with Leadership Through Data (LTD) to deliver enhanced Microsoft 365 training. This live, instructor-led course combines practical instruction with hands-on experience so you can apply what you learn immediately. 

 

Master Microsoft 365 Purview eDiscovery for Real-World Investigations

In this hands-on workshop, you will learn how to use Content Search, eDiscovery (Standard), and eDiscovery (Premium) within Microsoft Purview to run investigations across Microsoft 365.

You will learn how to find and manage information across SharePoint, Teams, Exchange, and Viva Engage to support:

  • Information requests
  • Data Subject Access Requests (DSARs)
  • Freedom of Information (FOI) requests
  • Internal and external investigations

The course walks through the full end-to-end eDiscovery process, with a strong focus on eDiscovery (Premium).

 

What You'll Learn

  • Set up and execute searches across Microsoft 365 

  • Refine and filter results to identify relevant content faster 

  • Apply legal holds to preserve critical information 

  • Manage custodians and case communications 

  • Export data for investigations, audits, or legal review 

You will also learn how to use advanced capabilities such as:

  • Deep indexing for more complete search results
  • Email threading to reduce review time
  • Near-duplicate detection to eliminate redundant data

What You Will Achieve 

Conduct thorough investigations
Run detailed investigations across Microsoft 365 data to support DSARs, FOI requests, and internal inquiries.

Manage legal holds and case workflows
Send hold notifications, manage custodians, and ensure data is preserved and defensible.

Find what you need faster
Use Content Search and eDiscovery tools to quickly locate relevant information across your environment.

Who Should Attend

Perfect for RIM pros, legal/compliance officers, and IT admins handling investigations or DSARs in Microsoft 365. Gain hands-on skills to preserve, search, and export data—as well as manage legal holds—across Exchange, SharePoint, Teams, and Viva Engage.

Pricing

Non-Member Pricing

$729

 

Some key features
  • 6 hours of training

  • All training materials

  • Certificate of Completion

  • Current CIPs Earn 6 CEUs (learn more about CIP)

Register Now

Member Pricing

 

 

$649*

 

Some key features
  • Member Discount*
  • 6 hours of training
  • All training materials
  • Certificate of Completion

  • Current CIPs Earn 6 CEUs (learn more about CIP)

Register Now

Course + AIIM+Pro Membership

$995

Some key features
Email us for details

 

*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.

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