About Course

Records Management using SharePoint and Office 365 Training

Category: Management and Administration Training

Overview

The Expedition

About the Program

The Records Management using SharePoint and Office 365 training program provides participants with hands-on skills to manage organizational records effectively using Microsoft’s powerful collaboration and productivity platforms. SharePoint and Office 365 (now Microsoft 365) have become the backbone of modern workplaces, offering integrated solutions for document management, collaboration, workflow automation, and compliance. This course blends records management principles with practical applications of SharePoint and Office 365 tools to improve efficiency, governance, and information security.

Objectives

By the end of this Records Management using SharePoint Training, participants will be able to:

Understand how SharePoint and Office 365 can be used for effective records and information management.
Configure libraries, lists, and metadata for structured records management.
Implement retention policies, compliance rules, and security controls.
Automate workflows for document and records management.
Leverage Microsoft 365 apps such as Teams, OneDrive, and Power Automate for records management.
Apply best practices in integrating records management with collaboration and productivity tools.

Target Audience

This program is designed for:

Records managers and document controllers.
ICT and system administrators.
Knowledge and information management professionals.
Compliance, governance, and legal officers.
Office administrators and project managers using Microsoft 365 platforms.

Training Duration

Classroom: 5 Days

Online: 7 Days

MODULES

Module 1: Introduction to Records Management in Microsoft 365

Overview of SharePoint and Office 365 ecosystem
Records management principles in digital environments
Benefits of using SharePoint and Office 365 for records management
Licensing considerations and system requirements
Case examples of SharePoint as a records management system

Module 2: Configuring SharePoint for Records Management

Site collections, libraries, and lists for records storage
Metadata, taxonomies, and content types in SharePoint
Designing an information architecture for records
Versioning, check-in/check-out, and document tracking
Building user-friendly navigation for records repositories

Module 3: Document and Records Capture in Office 365

Using OneDrive and Teams for capturing records
Integrating Outlook for email records management
Document libraries and collaboration features
Automating capture with Power Automate workflows
Ensuring authenticity and integrity of digital records

Module 4: Compliance, Retention, and Security in Microsoft 365

Records retention policies and labeling in Microsoft 365
Legal holds and eDiscovery for compliance
Data Loss Prevention (DLP) and sensitivity labels
Role-based access control and user permissions
Security and compliance center overview

Module 5: Workflow Automation and Productivity Tools

Automating approvals and document workflows using Power Automate
Integrating Teams, Planner, and SharePoint for collaboration
Using PowerApps for customized records management solutions
Automating alerts, notifications, and archiving processes
Case study: Automating HR or finance records workflows

Module 6: Advanced Records Management in SharePoint and Office 365

Leveraging AI for intelligent search and classification
Using Microsoft Purview for governance and compliance
Hybrid environments: integrating on-premises and cloud records
Customizing SharePoint for industry-specific compliance needs
Performance monitoring and optimization

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.