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Zero-Click Archiving & Digital Preservation in Microsoft 365

Join this master class series to unpack how SharePoint, Power Automate, Purview & Copilot, paired with Preserve365®, can automate the disposition, archiving & preservation processes for your high value long-term SharePoint content. 

Hear from expert speakers & get your questions answered in this interactive live & on-demand 4-part series. 

Over the course of the sessions we will explore how implementing a zero-click archiving & preservation strategy for SharePoint can help you:

  • Ensure high-value information is quickly & securely protected so you can defensibly delete 
  • Remove inactive records & clutter whilst maintaining end-user access from SharePoint to important information in the preservation archive 
  • Move content automatically & securely to the preservation archive, avoid duplications & stop transitory data being stored in unregulated locations 
  • Go beyond regular archiving & backup to manage long-term content so it complies with IG policies & is always readable, trusted & easily discoverable


Register today & get access all sessions as they become available: 

Session 1: Using Power Automate to streamline archiving & records disposition 

18th September 4PM BST / 11AM EDT 

  • Learn how Microsoft retention labels & Power Automate can work together to automate archiving 
  • Demo - Power Automate workflows & automatic application of Microsoft retention labels 
  • Identify if you have technology & compliance gap with regards to storing content long-term

Session 2: Using Microsoft retention labels to standardize archival transfers 

3rd October 4PM BST / 11AM EDT 

  • Get familiar with Microsoft labels & licensing​ 
  • What to consider when converting your file plan into Purview labels​
  • Demo - How to automate disposition actions for long-term & permanent records​ 

Session 3: Identifying & protecting high-value SharePoint content 

17th October 4PM BST / 11AM EDT 

  • Taking the steps to understand what content you have & where it is 
  • Categorizing content into groups such as high-value long-term, active data & ROT 
  • How to take action quickly to protect the high-value categories of data 

Session 4: Accelerating your journey to Copilot adoption with Preserve365 

31st October 4PM GMT/ 11AM EST

  • How sensitive content can be excluded from Copilot to meet information security & compliance requirements
  • Ensuring this digital information is effectively preserved over the long-term
  • Maintaining accessibility in SharePoint to the right information for users with the necessary permissions