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Microsoft Purview records management

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Microsoft Purview records management

Records management is retention with teeth — declaring content as a record locks it for legal/regulatory compliance.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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01

What is the difference between a retention label and a record?

A retention label sets retention and deletion behaviour on an item and can be changed or removed. Marking a label as a record makes the content immutable in defined ways — it cannot be deleted, and editing is blocked or…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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02

What is disposition review?

A workflow at the end of a record's retention period where designated reviewers decide whether to delete, extend, or relabel the content before disposal. It provides the audit trail regulators and records managers expec…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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03

Does records management need E5?

Retention labels with basic retention are in E3. Records management — declaring records, regulatory records, disposition review, event-based retention, the file plan — needs E5, E5 Compliance, or the Information Protect…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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04

Keep everything in a container (site, mailbox, Team) for N years

Use: Retention policy

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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05

Apply different rules to specific items based on classification

Use: Retention label (non-record)

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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06

Prevent deletion/modification of specific items with disposition

Use: Record label

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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07

Meet SEC 17a-4/FINRA WORM requirements

Use: Regulatory record label

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/purview-records-management

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