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Achieving ​“Zero-click” archiving & digital preservation in Microsoft 365 for high-value content

Watch this masterclass 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 5-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

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

18th September 3PM BST / 10AM 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 3PM BST / 10AM 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 3PM BST / 10AM 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 3PM BST / 10AM EDT