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Purview eDiscovery for Public Records & Compliance Professionals

Duration:  1 Day (6 hours)

Delivery:  Virtual

Dates:  See Available Dates Below

Who Should Attend: Information Managers, Records Managers, Privacy Professionals, Compliance Officers

Mastering Search Holds and Compliance in Microsoft 365

 

Managing legal and regulatory requests can be complex, but Microsoft Purview provides powerful tools to simplify the process. This course is designed for compliance officers, legal teams, and information governance professionals who need to confidently handle eDiscovery and Freedom of Information (FOI) requests within Microsoft 365. 

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You will learn how to navigate the eDiscovery lifecycle in Purview, from understanding where data resides to applying holds, reviewing results, and exporting findings. We will cover the Electronic Discovery Reference Model (EDRM), licensing differences between Standard and Premium, and strategies for effective searching. The course also explores roles and permissions, limitations, and how to use Purview tools to reduce your digital footprint. By the end, you will have the knowledge and practical skills to manage eDiscovery efficiently and ensure compliance with organizational and legal requirements. 

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Have a question? Contact training@cadencesolutions.ca or check out our FAQ's.​

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CIP

6 CEUs

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ICRM

6 CMPs

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IGP

6 CEUs

Learning Agenda

  • Introduction to Microsoft Purview & Data Governance 

  • Introduction to Content Search & Purview eDiscovery 

  • Where does data reside in M365?  

  • What is the Electronic Discovery Reference Model (EDRM)? 

  • Licensing & Feature Comparison: Standard vs Premium 

  • eDiscovery Lifecycle in Purview 

  • Searching Strategies 

  • Placing a Hold 

  • Reviewing Results 

  • Exporting Findings 

  • Limitations, Quotas, & Search Boundaries 

  • Roles & Permissions 

  • Purview Tools to Limit your Digital Footprint 

Upcoming Course Dates

Protecting your data.

Simplifying your content.

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9114 34A Avenue

Edmonton, AB  T6E 5P4

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