Announcing the NEW Preserve365 Academy
Managing long-term records in Microsoft 365 and SharePoint requires specialized skills in both governance and Digital Preservation.  It means knowing how to use Microsoft tools, configure retention and disposition labels and connect governance workflows to a preservation platform that ensures records remain accessible and trusted over time.
To help, we’ve launched the Preserve365 Academy, a dedicated learning program within the Preservica Academy. Designed for information professionals, the Academy offers practical training on managing and preserving long-term records in SharePoint using Microsoft tools and retention labels in combination with Preserve365, Preservica's embedded archiving and Active Digital Preservation software for Microsoft 365.
The Preserve365 Academy provides flexible, self-paced learning that supports everything from initial setup to advanced configuration. Whether you are evaluating Preserve365, getting started with your first SharePoint site, or looking to deepen your expertise, the Preserve365 Academy helps you develop the hands-on expertise needed to make long-term digital preservation a natural part of everyday Microsoft 365 workflows.
Grounded in Preservica’s embedded Active Digital Preservation approach, the Preserve365 Academy focuses on real-world, transferable skills. You will learn how to archive, govern, and access long-term records directly from SharePoint while maintaining compliance, accessibility and trust over time.
The Preserve365 Academy is free of charge for Preservica users across all editions.
Discover a practical way to build your Preserve365 skills at your own pace, on your own terms.
Why join the Preserve365 Academy?
- Build confidence with Preserve365
Learn how to configure and use Preserve365 effectively within Microsoft 365 SharePoint. - Develop practical, hands-on skills
Apply what you learn directly to embedded archiving and governance workflows. - Flexible, self-paced learning
Progress through the courses at your own pace. - Support professional growth
Earn certifications and strengthen skills that support long-term career development.
Choose a program that helps meet your goals
The Preserve365 Academy offers three progressive, certified courses designed to support you from foundational knowledge through advanced Preserve365 configuration, Fundamentals, Associate and Expert.
1. Preserve365 Academy Fundamentals
The Fundamentals Course is a self-paced, certified program that introduces the core Preserve365 workflows for archiving and viewing records in Microsoft 365 SharePoint. Through guided modules, you will see how Preservica’s embedded Active Digital Preservation capabilities integrate directly into Microsoft 365, enabling long-term governance and accessibility without disrupting everyday work.
By the end of this course, you will be able to:
- Archive records in SharePoint using Preserve365 Copy and Move options
- View and explore long-term preserved records from within Microsoft 365
- Access asset metadata, preservation history and search preserved content in Preservica
This course is ideal for:
- Preservica users on Professional Plus and above beginning their Preserve365 journey
- Archivists, records managers and information professionals building foundational Preserve365 skills
- Teams seeking to standardize long-term digital preservation in Microsoft 365 SharePoint
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2. Preserve365 Academy Associate
The Associate Course builds on the Fundamentals program, helping you extend your data governance and preservation capabilities using more advanced Preserve365 features. This course focuses on label-based archiving and retention, enabling you to align Microsoft 365 and Preserve365 with your organization’s long-term governance and compliance requirements.
By the end of this course, you will be able to:
- Set up label-based archiving in Microsoft 365 and Preserve365
- Create and publish retention labels in Microsoft Purview
- Configure retention and disposition policies to support governance needs
This course is ideal for:
- Preservica users on Professional Plus and above using Microsoft 365 SharePoint
- Teams responsible for long-term data governance and compliance
- Organizations looking to standardize preservation and retention workflows with Preserve365
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3. Preserve365 Academy Expert
The Expert Course is designed for users who want to master Preserve365 configuration and administration and set their environment up for success. Building on the Fundamentals and Associate courses, you will gain practical experience configuring Preserve365 across SharePoint sites and managing advanced settings.
By the end of this course, you will be able to:
- Configure Preserve365 for SharePoint sites
- Manage security tags and tenant settings
- Monitor archiving events, audit logs and errors in Microsoft 365
- Activate advanced Preserve365 features such as stubbing and site-level controls
This course is ideal for:
- Administrators and IT teams implementing Preserve365
- Organizations embedding Active Digital Preservation into Microsoft 365 at scale
- Advanced users responsible for long term digital preservation strategy
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Join the Preserve365 Academy Today!
The Preserve365 Academy is designed to bridge the gap between traditional records and information management expertise and the realities of working in Microsoft 365. It’s built for archivists, records managers and information professionals who need practical, hands-on skills for applying preservation and governance principles directly in SharePoint, from archiving and retention to security and troubleshooting. If you’re looking to turn what you already know into confidence inside Microsoft 365, we invite you to explore the courses and join the Preserve365 Academy.
Not already a Preservica user? Sign-up for free today and get access to the Preserve365 Academy.
Want to explore more learning paths?
The Preservica Academy offers a broader set of on-demand learning courses designed to help information professionals build core Digital Preservation skills and support learners at every stage as they develop practical expertise in long-term preservation, access and trust.
If you are looking to deepen your knowledge of Digital Preservation beyond Microsoft 365 or want to strengthen your understanding of Preservica’s core platform and best practices, the Preservica Academy is a great place to start.
Explore the Fundamentals, Associate and Expert courses and enroll in the Preservica Academy today.
