Managing records in Microsoft 365

This guide has been developed for State Records NSW by Andrew Warland, a consultant with many years of experience advising organisations on how to implement Microsoft 365 for effective recordkeeping. 

This guidance may be used and adapted by organisations for their own purposes.

Guidance covers:

• Part 1 – Overview to managing records in Microsoft 365
• Part 2 – Administration of and governance for Microsoft 365
• Part 3 – Where are the records created, captured and stored in Microsoft 365?
• Part 4 – Configuring Microsoft 365 and SharePoint Online to manage records
• Part 5 – Architecture approach for managing records in SharePoint
• Part 6 – Compliance in Microsoft Purview
• Attachment A – Recommended retention policies
• Attachment B – Pay-as-you-go subscription services
• Attachment C – Microsoft 365 admin centres