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

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

In this course you will learn how to implement data retention, eDiscovery and communications compliance solutions with Microsoft Purview , strengthening regulatory, legal and internal compliance of organizations.

Throughout the modules you will learn how to create retention policies and labels, manage electronic investigations and apply communication controls that reduce risks and ensure information governance.

It includes hands-on labs to solidify your skills in configuring, monitoring, and enforcing compliance policies in Microsoft 365.

Level: Intermediate - Role: Auditor - Product: Microsoft Purview - Subject: Regulatory Compliance

Microsoft Purview - Data Retention - eDiscovery - Regulatory Compliance - Internal Risk Management - Secure Communication Policies - Protection of Sensitive Information - Compliance Training

Course aimed at

The SC-5007 course: Implement Retention, eDiscovery, and Communication Compliance in Microsoft Purview is designed for auditors, compliance professionals, and IT staff. This course is ideal for those who manage the data lifecycle, perform eDiscovery searches, or ensure communication compliance within an organization.

Objectives of the SC-5007 training

• Implement and manage data retention: You will learn how to use Microsoft Purview tools to manage data and record retention, ensuring compliance through policies, labels, event-based retention, adaptive and static scopes, and disposition reviews.
  
• Manage eDiscovery (Premium): You will explore how to use Microsoft Purview eDiscovery (Premium) to preserve, collect, analyze, review, and export content relevant to internal and external investigations of the organization.
  
• Prepare for communications compliance: You will use Microsoft Purview Communication Compliance to address violations of company communications conduct policies and meet oversight requirements in regulated industries. This includes intelligently detecting violations in communication channels such as Microsoft Teams, Exchange Online, or Yammer messages.

Course content SC-5007 Implementation of retention, display of electronic documents and compliance communications in Microsoft Purview

1. Support for regulatory, legal, and internal compliance with Microsoft Purview

Lessons

• Meeting compliance needs with Microsoft Purview
  
• Identifying compliance risks in Microsoft 365
  
• Address data retention risk with retention policies and labels
  
• Investigate cases with Microsoft Purview eDiscovery
  
• Implementation of directives with Communications Compliance
  
• How Microsoft Purview supports compliance

After completing this module, you will be able to:

• Identify compliance risks related to data retention, investigations, and communication
  
• Describe how Microsoft Purview addresses these risks with policy-based tools. Identify the tools used to mitigate specific compliance risks in Microsoft 365 services.
  
• Explain how Purview supports compliance with consistent and auditable policies
  

2. Implementation and management of retention with Microsoft Purview

Lessons

• General information about retention with Microsoft Purview
  
• Create and configure retention policies
  
• Comparison of adaptable and static environments
  
• Creation and configuration of adaptable environments
  
• Creation and publication of retention labels
  
• Applying retention labels to Microsoft 365 services
  
• Event-based retention configuration
  
• Creation and management of automatic application retention labels
  
• Declare records using retention labels
  
• Performing disposal reviews
  

Laboratories

• Create and configure retention policies
  
• Create and configure retention labels
  

After completing this module, you will be able to:

• Understanding the differences between retention directives and retention labels
  
• Configuring retention policies
  
• Create, publish, and automate retention tags
  
• Implement event-based retention
  
• Configure adaptable and static scopes
  
• Declare items such as records and administration through deletion reviews
  

3. Managing investigations with Microsoft Purview eDiscovery

• Description of Microsoft Purview eDiscovery
  
• Understanding the eDiscovery Workflow
  
• Understanding eDiscovery roles and permissions
  
• Understanding the availability of eDiscovery features
  
• Create and manage eDiscovery cases
  
• Adding and managing data sources
  
• Creation and management of suspensions in eDiscovery
  
• Direction of an eDiscovery search
  
• Creation and management of review sets
  
• Content analysis with review set analysis
  
• Cross out and annotate items in the review set
  
• Exporting eDiscovery content for delivery or review
  

Laboratories

• Creation and investigation of an eDiscovery case
  

After completing this module, you will be able to:

• Identify the roles, permissions, and licenses required to use Microsoft Purview eDiscovery
  
• Create and manage eDiscovery cases with the appropriate access and configuration
  
• Add and manage data sources to define the scope of research
  
• Preserve content with retention policies and understand how suspensions work
  
• Search Microsoft 365 using keyword queries and condition filters
  
• Review, tag, analyze, and export content to support legal or compliance processes
  

4. Detection and resolution of communication risks with Microsoft Purview Communications Compliance

• Understanding Microsoft Purview Communications Compliance
  
• Communications compliance planning
  
• Understanding the Communications Compliance Workflow
  
• Create communication compliance guidelines
  
• Investigation and correction of communications compliance alerts
  
• Use the Communications Compliance reports
  
• Detection and management of risk interactions in AI applications
  
• Integrating Communications Compliance with SIEM Solutions
  

Laboratories

• Communications Compliance Configuration
  

After completing this module, you will be able to:

• Identify what the communication compliance detection system is designed for.
  
• Understanding how roles and permissions affect access and responsibilities
  
• Create policies using templates or custom conditions
  
• Configure privacy options and determine the scope for reviewers and users
  
• Investigate and take action on directive overlaps
  
• Analyze trends and activities using integrated reporting and auditing functionalities

Language

• Course: English / Spanish
  

Microsoft Applied Skills

This course is part of the Microsoft Applied Skills Credentials.

Earn this Microsoft Applied Skills credential. In this course, you will learn how to implement electronic document retention, display, and communications compliance in Microsoft Purview.

Applied Skills: Explore all credentials in one guide