Managing Records Disposition in Microsoft 365


Managing Records Disposition in Microsoft 365
2m 2s

Managing Records Disposition in Microsoft 365 looks at how you can manage the end-of-life process of important data. Data retention policies help an organization to protect important information from accidental or deliberate deletion, as well as how to automatically dispose of data when it is no longer practically required or if it would be illegal to still possess it. These policies can decide data’s fate, sometimes years in advance. As circumstances often change, disposition review is the process of allowing humans to review and change what happens to data before the retention policy automatically disposes of it. This lesson will show you how to configure a disposition review on a retention label and then conduct a disposition review.

Learning Objectives

  • Learn what records disposition is in the context of data retention
  • Configure a disposition review for a retention label
  • Perform a disposition review

Target Audience

  • Students working towards the SC-400: Microsoft Information Protection Administrator exam
  • Those wanting to learn about managing end-of-life for retention labeled data


  • You should already be familiar with data retention concepts
  • The demonstrations are conducted within the Microsoft Purview portal

Hi, and welcome to this Managing Records Disposition in Microsoft 365 lesson. My name is Hallam Webber, and I'm an Azure instructor with 25-plus years of experience in the IT industry, and since 2014 I've focused on Microsoft Azure and related technologies.

This lesson is intended for students who want to learn about the disposition review process in Microsoft 365. The information presented in this lesson will be helpful to students preparing for the SC-400: Microsoft Information Protection Administrator exam.

In this lesson, we’ll learn what a disposition review is in the context of data retention and how to configure a review when creating a retention label. We will perform a disposition review, looking at various requirements such as permissions and roles.

This lesson focuses on disposition reviews and assumes you are familiar with data retention concepts and retention labels. The demonstrations are conducted in the Microsoft Purview portal. I will be creating a retention label as part of setting up a disposition review, but if you are unfamiliar with data retention, I suggest viewing the Data Governance in Microsoft 365 lesson.

When I created this lesson, all information was current. If you have any feedback, positive or negative, or if you notice anything that needs to be updated or corrected, please reach out to us at

About the Author
Learning Paths

Hallam is a software architect with over 20 years experience across a wide range of industries. He began his software career as a  Delphi/Interbase disciple but changed his allegiance to Microsoft with its deep and broad ecosystem. While Hallam has designed and crafted custom software utilizing web, mobile and desktop technologies, good quality reliable data is the key to a successful solution. The challenge of quickly turning data into useful information for digestion by humans and machines has led Hallam to specialize in database design and process automation. Showing customers how leverage new technology to change and improve their business processes is one of the key drivers keeping Hallam coming back to the keyboard.