Closing the gap between Microsoft 365 and Information Governance

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M365 Records Management migrations - some considerations

Jan 86 min read

M365 Records Management migrations - some considerations

Planning a migration to Microsoft 365 isn’t easy at the best of times. Not only do you need to minimise disruption and train staff on the...

Converting your retention schedule into a model of Microsoft 365 retention labels

Rob Bath

Dec 15, 202311 min read

Converting your retention schedule into a model of Microsoft 365 retention labels

Very often, my clients will present their retention schedule and ask me to help re-create it inside Microsoft 365. While in theory it...

Mind the gap: Microsoft 365 retention and GDPR compliance

Rob Bath

Oct 18, 20227 min read

Mind the gap: Microsoft 365 retention and GDPR compliance

Let’s face it, our ability to manage records in Microsoft 365 has improved substantially over the past few years. With a stream of...

Rob Bath

Jul 30, 20228 min read

How to tackle your 'digital heap'

Outlines a strategy for tidying up your mountain of ungoverned legacy content Your content is in a mess. (If you read that and disagree,...

New options for ending retention in Microsoft 365

Rob Bath

Jul 14, 20228 min read

New options for ending retention in Microsoft 365

Update (23/02/2023) - 'Webhook on item expiration' - Release postponed Since first announcing the 'Webhook on item expiration'...

Understanding Microsoft 365’s new Records Management Settings page

Rob Bath

Mar 21, 20226 min read

Understanding Microsoft 365’s new Records Management Settings page

Those of you paying closest attention to Microsoft 365’s Compliance Center might well have noticed the introduction of a ‘Records...

Changing retention capabilities in Microsoft 365

Rob Bath

Sep 22, 20211 min read

Changing retention capabilities in Microsoft 365

On the 15th September the IRMS' Public Sector Group asked me to speak to their members about some of the retention changes that have been...

SharePoint Retention Labels align with OneDrive to use the Preservation Hold Library

Rob Bath

Jul 21, 20214 min read

SharePoint Retention Labels align with OneDrive to use the Preservation Hold Library

A fairly significant change to the way that Retention Labels work is being released across SharePoint Online this August, which will help...

How do you solve a problem like Microsoft Teams Chat and Posts retention?

Rob Bath

Jul 4, 202111 min read

How do you solve a problem like Microsoft Teams Chat and Posts retention?

This post explores approaches provided in Microsoft 365 for managing Microsoft Teams Chat and Channel Posts as records. If you’re...

Retention for Private Channel Posts in Microsoft Teams

Rob Bath

Jun 22, 20211 min read

Retention for Private Channel Posts in Microsoft Teams

Yesterday, Microsoft announced that over the next 6 weeks or so they will be rolling out the ability to apply Retention Polices to...

Dynamic retention policies: introducing Adaptive Scopes

Rob Bath

May 18, 20213 min read

Dynamic retention policies: introducing Adaptive Scopes

While much of the excitement around today’s announcement of new Microsoft 365 records management capabilities will focus on Multi-Staged...

Rob Bath

May 18, 20217 min read

Introducing Multi-Staged Disposition

I won’t pretend I’m not excited – today’s announcement of the new Multi-Staged Disposition capabilities is a huge step forwards for the...

The extended scope of retention in Microsoft 365

Rob Bath

Oct 11, 20206 min read

The extended scope of retention in Microsoft 365

Microsoft’s Ignite Conference is always an exciting time of year for everyone working in Microsoft 365 – it’s a huge unbottling of new...

A quick look at the new Regulatory Record Labels

Rob Bath

Sep 27, 20203 min read

A quick look at the new Regulatory Record Labels

One of the newer Microsoft 365 capabilities introduced at the Ignite conference this week are ‘Regulatory Record Labels’ – a new type of...

Better together: AI and Knowledge Managers

Rob Bath

Sep 25, 20204 min read

Better together: AI and Knowledge Managers

I’m sure many of you are as excited as I am about all of the new innovations that are coming to Microsoft 365. We’re especially looking...

Introducing SharePoint Syntex: Form Processing and Document Understanding

Rob Bath

Sep 22, 20204 min read

Introducing SharePoint Syntex: Form Processing and Document Understanding

Following its formal introduction at Microsoft’s Ignite 2020 conference, we are finally able to talk publicly about SharePoint Syntex –...

Microsoft Teams – temporary or perpetual?

Rob Bath

Jul 30, 20207 min read

Microsoft Teams – temporary or perpetual?

I’m sure that most of you will have probably heard about the success of Microsoft Teams this year. It’s reporting exponential growth in...

Rob Bath

Jun 24, 202022 min read

Questions from “Records and Governance in Microsoft Teams” webinar with Rob Bath

This blog answers questions that were posed during my "Records and Governance in Microsoft Teams" webinar that was held on the 20th May...

Rob Bath

May 20, 20208 min read

Triggering retention in Microsoft 365

What are retention periods? When I speak to people outside of the Information Governance community about retention periods, they often...

Microsoft 365 – Records Management vs. Information Governance

Rob Bath

May 6, 20207 min read

Microsoft 365 – Records Management vs. Information Governance

I’m sure some of you will have seen Microsoft’s announcement1 last week that their Records Management solution has been released for...

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Listen to my discussion on Records Management in Microsoft Teams with James Lappin

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I'm a Microsoft 365 Solution Architect and regular public speaker on retention and compliance. Actively working with Microsoft to help improve the governance capabilities provided by the Microsoft 365 platform.

Currently serving in the following roles:

Knowledge & Information Management Practice Lead

Intelogy is the UK’s leading Microsoft 365 partner in the area of compliance and governance

Orinoco 365 - Founder

Orinoco365 enables consistent governance through the automation of retention and metadata across SharePoint Sites and Microsoft Teams.

Digital Director

The Information and Records Management Society is the foremost professional association for all information professionals

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I've been very fortunate to have been able to provide services to some of the best organisations out there, including:

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