🔒 Need to manage your organization's data lifecycle effectively? This step-by-step tutorial shows you exactly how to set up a Microsoft Office 365 Retention Policy using the Microsoft Purview portal.

📚 Learn to configure policies that automatically retain the content you need and delete what you don't, ensuring you meet compliance and regulatory requirements with ease.

Whether you're an IT administrator, a compliance officer, or just trying to manage your organization's data, this guide is for you. We cover everything from initial setup to final review, all in one easy-to-follow video! ✅

====================================================

Timestamps to Jump to Key Sections:
0:00 - Introduction to M365 Retention Policies
0:06 - Accessing the Microsoft Purview Portal
0:14 - Navigating to Data Lifecycle Management
0:24 - Opening the Retention Policies Dashboard
0:36 - How to Create a New Retention Policy
0:39 - Naming and Describing Your Policy
1:04 - Configuring Policy Scope with Administrative Units
1:37 - Choosing Your Policy Type: Adaptive vs. Static
2:13 - Selecting Locations to Apply the Policy (Exchange, SharePoint, etc.)
3:17 - Set Up O365 Retention Policy Settings: Retain, Delete, or Both
5:05 - Review and Finish Your Policy Configuration
5:26 - Submitting and Creating the Policy
5:36 - How to View and Manage Existing Policies
====================================================

In this tutorial, you will learn how to:
🔹 Navigate the Microsoft Purview compliance portal to find the right settings.
🔹 Get a step-by-step way to create new Office 365 retention policies from scratch.
🔹 Define the scope of your policy using Admin Units.
🔹 Understand the difference between Static and Adaptive policy scopes.
🔹 Apply retention rules to Exchange mailboxes, SharePoint sites, and OneDrive accounts.
🔹 Configure a custom time period for the new Microsoft 365 Retention Policy.
🔹 Decide the action to be taken at the end of the period (e.g., delete items automatically).
🔹 Review all settings before finalizing and submitting the policy.
🔹 View, edit, disable, or delete policies after they have been created.
====================================================

Proper data governance is crucial for any organization. Setting up Microsoft 365 retention policies is a powerful way to automate this process, save storage space, and reduce risk. By following this guide, you can confidently implement a retention strategy that fits your business needs.

💡 Quick Links:

Read Blog: www.systoolsgroup.com/updates/retention-policies-i…
Backup Software: www.systoolsgroup.com/office365-backup/
Purchase Software (Full Version): www.systoolsgroup.com/buy/?id=SYS3B7A4R

E-mail: support@systoolsgroup.com
For Help: support.systoolsgroup.com

Visit our popular social media platforms to learn more about us & our products:

Facebook: www.facebook.com/systools
X (Twitter): x.com/systools
Instagram: www.instagram.com/systools/
LinkedIn: www.linkedin.com/company/systools/

====================================================
SysTools® and its logos are trademarks or registered trademarks of SysTools Software. Any other trademarks appearing in this video are the property of their respective owners.

🔔 Like, Share & Subscribe for more tech solutions!

#Microsoft365 #Office365 #RetentionPolicy #DataGovernance #MicrosoftPurview #DataLifecycleManagement #ITAdmin #Compliance #TechTutorial #Office365Admin