Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

At a glance

Manage data lifecycle, records management, eDiscovery, and communication compliance with Microsoft Purview.

Prerequisites

  • Basic understanding of data governance and compliance concepts.
  • Familiarity with Microsoft Purview and its interface.
  • Knowledge of data lifecycle management principles.
  • Experience with eDiscovery processes.
  • Awareness of communication compliance requirements.

Modules in this learning path

Microsoft Purview provides tools to manage data retention and records, ensuring compliance through policies, labels, event-based retention, adaptive and static scopes, and disposition reviews.

Microsoft Purview supports retention and records management by providing tools to plan and apply retention labels, organize and classify labels through a file plan, automate labeling, declare items as records, and conduct disposition reviews before content is permanently deleted.

Discover how Microsoft Purview supports a defensible eDiscovery process across Microsoft 365 services. Review how organizations can manage investigations by preserving content, running searches, analyzing results, and controlling access through role-based permissions.

Microsoft Purview eDiscovery provides a case-based structure for managing legal, compliance, and security investigations. Each case acts as a secure workspace for collecting, reviewing, and exporting relevant content. With configurable options for permissions, access, data sources, and analytics, cases help teams enforce control, maintain accountability, and tailor investigations to their organizational needs.

Managing data sources and applying holds in Microsoft Purview eDiscovery helps ensure that investigations are scoped correctly and that relevant content is preserved. Defining where to search, applying hold policies, and using PowerShell to confirm preservation are key steps in supporting legal and regulatory requirements.

Microsoft Purview eDiscovery includes review sets to help legal and compliance teams manage, analyze, and prepare content during an investigation. Review sets provide a structured workspace where teams can filter, tag, summarize, and export case data in a repeatable, defensible way.

Microsoft Purview Communication Compliance is a solution that helps organizations address code-of-conduct policy violations in company communications, while also assisting organizations in regulated industries meet specific supervisory compliance requirements. Communication Compliance uses machine learning to intelligently detect violations across different communication channels such as Microsoft Teams, Exchange Online, or Yammer messages.

This module guides you through implementing data compliance and governance using Microsoft Purview, ensuring your organization meets regulatory requirements and manages data effectively.