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

SC-5007: Implement Retention, eDiscovery, and Communication Compliance in Microsoft Purview is a hands-on, instructor-led course designed to equip compliance administrators, legal professionals, and IT teams with the skills needed to manage data lifecycle, legal holds, and policy enforcement using Microsoft Purview.

This course focuses on implementing data retention policies, managing eDiscovery cases, and configuring communication compliance in alignment with organizational and regulatory requirements. Learn how to use Microsoft Purview's comprehensive compliance solutions to safeguard data, respond to legal requests, and detect violations in Microsoft 365 communications.

By the end of this course, you’ll understand how to optimize Microsoft Purview tools to mitigate compliance risks, enforce information governance, and streamline investigations.

Audience

This course is ideal for:

• Compliance and risk management professionals

• IT administrators responsible for Microsoft 365 data governance

• Legal teams managing audits and legal holds

• Microsoft 365 administrators tasked with regulatory enforcement and insider risk management

A foundational knowledge of Microsoft 365 compliance features is recommended.

Course Outline

Module 1: Introduction to Microsoft Purview Compliance Capabilities

• Overview of Microsoft Purview’s compliance architecture

• Key solutions: Data lifecycle management, eDiscovery, and communication compliance

• Mapping business requirements to Microsoft 365 compliance tools

Module 2: Implementing Retention and Records Management

• Creating and applying retention labels and policies

• Auto-application of retention policies across Microsoft 365 workloads

• Leveraging event-based retention and disposition reviews

• Managing records and immutability in SharePoint and Exchange

Module 3: Managing eDiscovery in Microsoft Purview

• Overview of Core and Advanced eDiscovery

• Creating and managing eDiscovery cases

• Collecting, reviewing, and exporting content for legal or regulatory investigations

• Managing custodians and holds in complex scenarios

Module 4: Configuring Communication Compliance

• Understanding communication compliance capabilities

• Creating policies to detect insider risks, offensive language, or regulatory violations

• Configuring sensitive info types and classifiers

• Reviewing alerts and managing investigation workflows

Module 5: Operationalizing Compliance and Reporting

• Implementing audit logs and activity reports

• Setting up compliance alerts and monitoring tools

• Ensuring defensible processes for data governance and investigations

• Best practices for automation, scalability, and privacy protection

Hands-On Experience

This course includes 40% to 50% hands-on exercises, where participants will configure real-world retention policies, run eDiscovery queries, and create communication compliance rules using Microsoft Purview in guided scenarios.