Configuring and Managing Retention with File Plans in Microsoft 365

In this course, you'll discover how to configure and manage retention within the file plan tool.  

Learning Objectives

  • Use File Plan to create Retention Labels
  • Manage retention requirements with File Plan
  • Configure Automatic retention with File Plan Descriptors

Intended Audience

  • Users looking to take the SC-400


  • A basic familiarity with Microsoft 365

Hello, and welcome to configuring and managing retention with file plans in Microsoft 365. My name is Lee Mucciarone, and I'm a Microsoft 365 content creator for Cloud Academy. I have four years of IT experience working for Microsoft, with two years of specialized experience as a customer training specialist, training users on Microsoft tools. Microsoft Purview provides organizations with the tools they need to properly govern and manage their data. Between data lifecycle management and records management, organizations are empowered with a plethora of tools at their disposal. 

File plan is one such of these tools that provides a comprehensive and streamlined tool for managing your business data. By enabling organizations with an easy-to-navigate dashboard, detailed label settings, and detailed label analytics, it makes managing your organization's retention labels easy. Today, we'll be going over how to configure and manage retention within the file plan tool. Specifically, we'll be going over how to use file plan to create retention labels, how to manage retention requirements with file plan, and how to configure automatic retention with file plan descriptors. With that quick introduction out of the way, let's jump into a quick overview of records management within Microsoft Purview.


About the Author
Learning Paths

Lee has spent most of his professional career learning as much as he could about PC hardware and software while working as a PC technician with Microsoft. Once covid hit, he moved into a customer training role with the goal to get as many people prepared for remote work as possible using Microsoft 365. Being both Microsoft 365 certified and a self-proclaimed Microsoft Teams expert, Lee continues to expand his knowledge by working through the wide range of Microsoft certifications.