Advanced document management with Microsoft 365

Learn how to develop, configure and apply retention policies for electronic documents.

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Guaranteed to run
  • Duration: 2 days
  • Regular price: $1,500
  • Preferential price: $1,280

Course outline

Duration : 2 days

Learn how to develop, configure and apply retention policies for electronic documents.


Archivists, document managers, analysts and SharePoint administrators who want to expand their expertise with Microsoft 365 to deploy and manage electronic document management solutions.

PrerequisitesIt is recommended to have a basic knowledge of the tools available in Office 365 or to have completed the course Collaborate efficiently with Office 365 and Teams.


  • Introduce the key electronic document management tools available in SharePoint Online and Office 365
  • Present means to automate the lifecycle of electronic documents using Office 365 applications
  • Develop, configure and implement retention policies for electronic documents


Information architecture
  • Introducing Office 365 and SharePoint
  • Identifying and analysing document management needs
  • Information architecture design
  • Hubs and team sites configuration
  • Libraries
  • Navigation, displays and filters
  • Content type and metadata
  • Doc sets
  • Indexing and query scheme
  • Authorization and access management
Retention strategies
  • Compliance Centre
  • Roles and authorization of the compliance centre
  • Creating and managing retention labels
  • File management plan
  • Label strategies
  • Applying labels to content
  • Creating and managing events
  • Destruction of documents
  • Archive and record management

Surround yourself with the best

Pierre-Edouard Brondel
Pierre-Edouard Brondel
Trainer and Desktop Application Consultant
Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.
Marc Maisonneuve
Marc Maisonneuve
Trainer and Professional Efficiency Consultant
Frédéric Paradis
Frédéric Paradis
Certified Trainer and Cloud Architect
As a certified Microsoft trainer, Frédéric describes himself as a Cloud magician who easily navigates the mythical space between technology and reality.
Virginie Louis
Virginie Louis
Efficiency Trainer, Facilitator and Spatial Intelligence Consultant
Virginie sees herself first and foremost as a facilitator: she strays from the standard training to provide solutions that are adapted to her clients’ realities and objectives.
Be aware of trends, innovations and best practices, every month.
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