Digital Business Platforms
Records Management
What you can do with Microsoft 365 Records Management
Microsoft 365 E5 licences give you a fully-featured records management solution. If you are currently licensed with Microsoft 365 E3, you can also purchase the Microsoft 365 E5 Compliance add-on to gain these features at a fraction of the cost.
Label content as a record
Configure retention labels to mark different types of content as records. These retention labels can be applied directly by users, or programatically when M365 detects sensitive information, specific keywords or particular types of content.
Automatic management
Retention labels can be set up to enforce retention periods and automatically take other actions based on factors like the date a file was created.
Event-based retention
Event-based retention means you can kick off retention periods automatically when a specific event takes place. This further automates the records management process, ensuring total compliance every time.
Enable disposition reviews
Disposition reviews allow you to review and carry out records disposition, with proof that records have been deleted.
Export disposition reports
Retain information about deleted records using the export function to prepare a report about what was deleted.
Granular permissions
Ensure everyone has the right access by setting granular permissions for staff who require records management capabilities.
Why is Records Management important for my organisation?
Organisations are producing more data than ever. Due to stringent regulations around how that data is managed, it is business-critical that correct records management practices are being followed. The information could be needed as part of a routine audit, or in a situation such as a police investigation; if that information is not available, your organisation can face significant fines or even prosecution.
So, since it is a legal obligation to retain records, it’s incredibly important to organisations that they get it right. Software can be used to automate the processes around records management – this is much more reliable than expecting people to remember to do it / to do it right.
Risks of incorrect Records Management
Without effective records management in place, you may not be complying with laws such as the Freedom of Information Act, the Public Records Act or GDPR. You may also not be adhering to statutory/fiscal requirements.
Integration with the platform you use every day
Having a records management system that is full integrated with your existing ways of working makes RM become second nature. If you require staff to take additional steps, it may not get done.
Benefits of Correct Records Management
Having a well-functioning Records Management system protects your critical business data, maintains compliance and ensures out-of-date records are securely destroyed.
Get in touch with us
Core are the leading experts in Records Management with Microsoft 365 and SharePoint Online, and we would be happy to guide you through this exciting modern approach to RM.
Book a free consultation now for:
- An understanding of how your business can benefit from Records Management
- Clear advice on any challenges your business may face and how to overcome them
- A clear pathway for your business to take, with guidance on adoption and deployment
What our customers say about us
Core have been outstanding to work with. They really listened to what we were trying to do, talked through all of their ideas, and fully explained the pros and cons involved while taking into account our long-term business goals.
Over the years, Core and the University of Law have built a strong relationship based on trust, expertise and knowledge. Core has always listened to and addressed our specific needs, before tailoring a specific and precise solution, whether that be delivering a successful SharePoint Online project, or when approached for some guidance or advice around Dynamics 365 licensing. We very much look forward to collaborating on future projects with Core.
It was apparent from day one that Core had a depth of knowledge in Microsoft 365, which we simply hadn’t found anywhere else.
With pre-purposed training modules and the ability to tailor training to our specific needs, Core ticks all the boxes. What may have taken weeks to prepare by way of training materials, instead took only days.
Core have helped us with various projects, from initiation to delivery for web development to app deployments, and they have always shown a high level of expertise and creativity. Core is not just a solution provider, they are also a trusted advisor who take time to understand our needs and goals to ensure our investment delivers value to the business. In an age where supplier engagement can be painful, it has been a pleasure working with Core since the outset!
