Record Management through SharePoint and Office 365
Implementation of Modern Record Management through SharePoint and Office 365
Prepare Yourself for Record Management through SharePoint and Office 365 Course
The Implementation of Modern Record Management through SharePoint and Office 365 Course provides a comprehensive understanding of how to design, implement, and manage digital records within modern enterprises. As organizations evolve into data-driven ecosystems, efficient record management becomes a core element of business continuity, compliance, and information governance.
This course introduces participants to the effective use of SharePoint and Office 365 for managing digital records, enabling teams to streamline information workflows and ensure data protection. Learners will explore how these platforms support the entire records lifecycle—from creation to retention and disposition—while maintaining compliance with privacy and regulatory standards.
Through practical insights and real-world case examples, participants will develop the skills to configure, automate, and optimize record management processes using Microsoft’s enterprise tools.
Key Learning Outcomes and Objectives?
By completing this course, participants will gain a clear understanding of how to manage records effectively through SharePoint and Office 365 while supporting business goals and regulatory requirements. They will be able to:
- Develop information management and documentation procedures using SharePoint tools
- Understand the principles of Enterprise Content Management and digital record-keeping
- Design and implement information architecture in SharePoint and Office 365
- Apply privacy and data protection rules in cloud-based environments
- Manage emails, content migration, and record retention processes efficiently
- Configure governance, security, and compliance features using Microsoft solutions
- Identify opportunities for automation and improved user experience in document workflows
- Prepare business and functional requirements for a sustainable records management framework
Course Outline Summary
- Role of records management as a business enabler
- Managing digital and paper records through their life cycle
- Record retention, disposition, and cloud-based management
- SharePoint Online architecture and configuration
- Site administration and search settings in SharePoint
- Overview and supportability of Office 365
- OneDrive for Business architecture and data protection
- Managing change and security in Office 365 environments
- Phases and requirements for content migration to SharePoint
- Governance, security, and compliance management in SharePoint
- Managing permissions and user experience design
- Information protection, eDiscovery, and GDPR compliance tools
Accreditation
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