Description

Introduction: As organizations increasingly adopt Microsoft 365 for collaboration and productivity, the integration of Microsoft Purview e-Discovery with Microsoft 365 becomes crucial for managing compliance and legal obligations effectively. This training is designed to help participants understand how to leverage the integration between Microsoft Purview e-Discovery and Microsoft 365 to streamline their e-discovery processes. Participants will learn how to harness the power of Microsoft 365’s applications and services in conjunction with Purview to enhance data management, compliance, and legal hold procedures.

Learning Outcomes:

1. Understand the key features of Microsoft Purview e-Discovery and its integration with Microsoft 365.
2. Learn how to set up and manage e-discovery cases using Microsoft 365 data sources.
3. Gain insights into compliance management and legal hold processes.
4. Explore best practices for optimizing e-discovery workflows within the Microsoft 365 environment.

Prerequisites: 

1. Basic understanding of e-discovery concepts and terminology.
2. Familiarity with Microsoft 365 applications (e.g., SharePoint, Exchange Online, OneDrive).
3. Experience with data management and compliance processes is beneficial but not required.

Table of Contents 

Session 1: Introduction to Microsoft Purview e-Discovery and Microsoft 365

1. Overview of e-Discovery and Compliance
   1. Definition and significance of e-discovery in the digital age.
   2. Key phases of the e-discovery process.
2. Introduction to Microsoft Purview e-Discovery
   1. Overview of features and capabilities of Microsoft Purview.
   2. Benefits of using Purview for e-discovery.
3. Integrating with Microsoft 365
   1. Understanding the importance of integration with Microsoft 365.
   2. Overview of data sources available in Microsoft 365.

Session 2: Setting Up e-Discovery Cases with Microsoft 365 Data

1. Creating e-Discovery Cases
   1. Step-by-step guide to setting up e-discovery cases using Microsoft Purview.
   2. Understanding case settings and configurations.
2. Connecting Microsoft 365 Data Sources
   1. How to add and configure data sources from Microsoft 365 (e.g., Exchange, SharePoint).
   2. Best practices for managing data connections.
3. Hands-On Activity: Setting Up a Case
   1. Participants create a sample e-discovery case and connect Microsoft 365 data sources.
   2. Discussing key decisions and configurations made.

Session 3: Managing Legal Holds and Compliance

1. Understanding Legal Holds in Microsoft Purview
   1. Overview of the legal hold process and its importance.
   2. How legal holds work with Microsoft 365 data.
2. Implementing and Managing Legal Holds
   1. Step-by-step process for setting up legal holds in Purview.
   2. Reviewing and modifying existing holds as needed.
3. Hands-On Activity: Implementing a Legal Hold
   1. Participants practice creating and managing a legal hold for their e-discovery case.
   2. Discussing challenges and best practices.

Session 4: Advanced Search and Filtering Techniques

1. Overview of Search Features in Purview
   1. Understanding advanced search capabilities.
   2. Key search operators and techniques to refine searches.
2. Applying Filters to Narrow Search Results
   1. Best practices for using filters and conditions in search queries.
   2. Demonstrating how to use keywords and metadata in searches.
3. Hands-On Activity: Conducting Advanced Searches
   1. Participants conduct advanced searches using Microsoft 365 data.
   2. Analyzing search results and refining queries based on findings.

Session 5: Reviewing and Analyzing Data in e-Discovery

1. Document Review Process Overview
   1. Overview of the document review lifecycle in Microsoft Purview.
   2. Best practices for conducting efficient reviews.
2. Utilizing Review Tools in Purview
   1. Understanding tagging, commenting, and redaction features.
   2. Collaborating effectively during the review process.
3. Hands-On Activity: Document Review
   1. Participants review documents and apply tags in a sample case.
   2. Sharing insights and discussing the review process.

Session 6: Utilizing Compliance Solutions in Microsoft 365

1. Overview of Compliance Features in Microsoft 365
   1. Understanding compliance solutions available within Microsoft 365.
   2. Discussing the role of compliance management in e-discovery.
2. Integrating Compliance Tools with e-Discovery
   1. How to leverage compliance tools alongside Purview for better outcomes.
   2. Best practices for maintaining compliance during e-discovery.
3. Case Studies on Compliance and Integration
   1. Reviewing real-world cases that illustrate the importance of integration.
   2. Discussing lessons learned and best practices for compliance.

Session 7: Troubleshooting and Best Practices

1. Common Challenges in e-Discovery Integration
   1. Identifying common issues and pitfalls when integrating Purview with Microsoft 365.
   2. Discussing troubleshooting tips and techniques.
2. Best Practices for Optimizing e-Discovery Workflows
   1. Strategies for improving efficiency and effectiveness in e-discovery processes.
   2. Recommendations for maintaining compliance and data integrity.
3. Hands-On Activity: Troubleshooting Scenarios
   1. Participants work through common troubleshooting scenarios.
   2. Sharing experiences and discussing solutions.

Session 8: Final Review and Q&A

1. Recap of Key Learnings
   1. Summary of main concepts and skills covered in the training.
   2. Encouraging participants to apply learned skills in their organizations.
2. Resources for Continuous Learning
   1. Providing additional resources for ongoing education and support.
   2. Discussing the importance of staying updated on e-discovery advancements.
3. Open Q&A Session
   1. Addressing participant questions and clarifications.
   2. Discussing specific concerns or challenges participants may face in their roles.

This training course aims to equip participants with the knowledge and practical skills necessary to effectively integrate Microsoft Purview e-Discovery with Microsoft 365, enhancing their organization’s ability to manage compliance and legal obligations efficiently.