ACE Training

SC-5007: Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

Microsoft Applied SkillsTechnicalSC5007
In-class & Virtual
Wellington, Auckland, Virtual Training
$From $895 + GST
4 upcoming dates

Overview

Manage data lifecycle, records management, eDiscovery, and communication compliance with Microsoft Purview.

Who should attend

This course is for auditors.

Prerequisites

Prerequisites for this course are:

  • Basic understanding of data governance and compliance concepts.
  • Familiarity with Microsoft Purview and its interface.
  • Knowledge of data lifecycle management principles.
  • Experience with eDiscovery processes.
  • Awareness of communication compliance requirements.

What you'll learn

After completing this course, students will be able to:

  • Discuss the Data Lifecycle Management solution and its benefits
  • List the customer scenarios the Data Lifecycle Management solution addresses
  • Describe the Data Lifecycle Management configuration process
  • Explain what users will experience when the solution is implemented
  • Articulate deployment and adoption best practices
  • Discuss the Microsoft Purview Records Management solution and its benefits
  • List the customer scenarios the Microsoft Purview Records Management solution addresses
  • Describe the Microsoft Purview Records Management configuration process
  • Explain what users will experience when the solution is implemented
  • Articulate deployment and adoption best practices
  • Describe how Microsoft Purview eDiscovery (Premium) builds on eDiscovery (Standard)
  • Describe the basic workflow of eDiscovery (Premium)
  • Create and manage cases in eDiscovery (Premium)
  • Manage custodians and non-custodial data sources
  • Analyze case content and use analytical tools to reduce the size of search result sets
  • List the enhancements in communication compliance over Office 365 Supervision policies, which it will replace
  • Explain how to identify and remediate code-of-conduct policy violations
  • List the prerequisites that need to be met before creating communication compliance policies
  • Describe the types of built-in, pre-defined policy templates

Course content

Implement and manage retention with Microsoft Purview

  • Overview of retention with Microsoft Purview
  • Create and configure retention policies
  • Create and configure adaptive scopes
  • Create and publish retention labels
  • Apply retention labels across Microsoft 365 services
  • Configure event-based retention
  • Create and manage auto-apply retention labels
  • Declare records by using retention labels
  • Conduct disposition reviews

Manage Microsoft Purview eDiscovery (Premium)

  • Explore Microsoft Purview eDiscovery (Premium)
  • Implement Microsoft Purview eDiscovery (Premium)
  • Create and manage an eDiscovery (Premium) case
  • Manage custodians and non-custodial data sources
  • Collect content for a case
  • Review and manage case content
  • Analyze case content

Prepare Microsoft Purview Communication Compliance

  • Plan for communication compliance
  • Identify and resolve communication compliance workflow
  • Introduction to communication compliance policies
  • Communication compliance with Copilot for Microsoft 3657
  • Case study--Configure an offensive language policy
  • Investigate and remediate communication compliance alerts

Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

  • Create retention policies
  • Create and publish retention labels
  • Conduct an eDiscovery search
  • Create a communication compliance policy

Common questions

When does SC-5007: Implement retention, eDiscovery, and Communication compliance in Microsoft Purview next run?

The next date is Mon, 7 Sept 2026, and there are 3 further dates scheduled. Delivered ACE Training Wellington, ACE Training Auckland, live online. Every date and its format is listed on this page.

How much does SC-5007: Implement retention, eDiscovery, and Communication compliance in Microsoft Purview cost?

From $895 + GST per person. Pricing can differ by date and location, so check the option you want before booking.

Do I need any prior experience?

Prerequisites for this course are: Basic understanding of data governance and compliance concepts. Familiarity with Microsoft Purview and its interface. Knowledge of data lifecycle management principles. Experience with eDiscovery processes. Awareness of communication compliance requirements.

Can I attend online, or does it have to be in a classroom?

Both. Some dates run live online and others in-class — each date on this page shows its format, so pick whichever suits.

Can you run this course for my team?

Yes. Any ACE course can be delivered in-house at your workplace and tailored to your team's tools and goals — quote course code SC5007 when you enquire.