Microsoft Purview data lifecycle and records management for compliance and governance
This service helps organisations define and implement Microsoft Purview data lifecycle and records management to retain and dispose of content in line with legal, regulatory and business requirements.
We configure retention labels, retention policies and records management solutions, establish disposition reviews and governance roles, and validate your data lifecycle configuration for operational readiness.
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Service Overview
Highlights
- Retention policies for Microsoft 365 data
- Retention labels and publish strategies
- Records declaration and disposition reviews
- Governance and ownership model
Business Benefits
- Meet regulatory and business retention obligations
- Control lifecycle of content across services
- Define records and disposition processes
- Organisational governance and compliance support
Typical use cases
- Implementing retention and deletion policies for email and documents
- Defining records for long-term governance
- Automating label application to content
- Establishing review cycles before final deletion
Objectives & deliverables
What Success Looks Like
- Assess requirements for data lifecycle governance
- Define retention policy and label strategy
- Configure records management labelling
- Validate disposition review workflows
What You Get
- Retention policies in Purview
- Published retention labels
- Records management configuration
- Disposition review process
How It Works
- Assess organisational retention and records needs
- Author retention policies and labels
- Publish labels and apply to locations
- Test records management processes
Engagement Options
- Policy Authoring and Deployment
- Records Management Enablement
- Governance Role and Ownership Workshop
- Disposition Review Implementation
Additional Information
Prerequisites & licensing
Before engaging this service, ensure your compliance team has the required Microsoft Purview roles and that your data estate is inventoried.
- Microsoft Purview admin access
- Scope definition of workloads for retention and records
- Stakeholder alignment on retention durations
- Access to Purview portal for configuration
Security & Compliance Notes
- Retention rules impact user data visibility and deletion timelines
- Ensure role based access control for policy changes
Common Bundles
Customers who use this service often bundle with these services
Documentation Packs & Runbooks
Create professional documentation packs and runbooks that make deployments, migrations and daily operations supportable, auditable and consistent teams.
Architecture Documentation (HLD/LLD)
Produce clear HLD and LLD documentation that records architecture decisions, diagrams, security considerations, and operating assumptions for aligned delivery.
Knowledge Base & SOP Build
Design and build a governed knowledge base and SOP library with standardised articles, clear ownership, and publishing workflows teams actually use.
Compliance Manager Assessments
Configure Microsoft Purview Compliance Manager assessments with clear ownership, prioritised improvement actions, managed evidence, and reporting that supports audits.
Security & Compliance Workshops
Interactive workshops covering security and compliance fundamentals, regulatory requirements, risk assessment techniques, and practical controls for consistent organisational understanding.
Compliance Evidence Packs
Compile audit ready compliance evidence packs capturing configuration proof and operational records for Microsoft 365 and Azure environments.
eDiscovery (Standard & Premium)
Configure Microsoft Purview eDiscovery so legal hold, collections, review and export workflows support investigations and regulatory requests effectively.
Audit & Audit Retention
Search and retain Microsoft Purview unified audit logs to support forensic investigations, internal reviews, and compliance obligations across Microsoft 365.
Purview Compliance Enablement Workstream
Enable Microsoft Purview compliance capabilities across sensitivity labels, DLP, retention, eDiscovery, and auditing as part of structured E3 to E5 enablement.
Microsoft 365 E5 Compliance Add-on Enablement
Enable Microsoft 365 E5 Compliance add-on capabilities so Purview-led information protection, DLP and insider risk become operational and governed.
Microsoft Purview E5 Information Protection & Governance Add-on Enablement
Enable Purview E5 add-on capabilities for advanced information protection, auto-labelling, records management, and governance controls beyond standard E3 features.
Microsoft Purview E5 eDiscovery & Audit Add-on Enablement
Enable Microsoft Purview eDiscovery Premium and Audit Premium add-ons with configured policies, case processes, roles and operational runbooks.
Frequently Asked Questions
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