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This course explores records management and retention, starting with a quick intro to what Records Management is and why it’s used. We’ll then take a look at a few common use cases and you’ll learn how to use retention labels to declare records.

Learning Objectives

By the end of this short course, you should have a good understanding of Records Management in Microsoft 365 and how to use retention labels to declare records.

Intended Audience

This quick-hitting course is intended for those who wish to learn about Records Management in Microsoft 365.


To get the most out of this course, you should have a basic understanding of Microsoft 365.


Congratulations. You’ve come to the end of the course. Let’s review what you’ve learned.

We started off with a quick intro to what Records Management is and why it’s used. We also touched on a few common use cases for records management.

With the basics covered, you then learned how to use Retention Labels to declare records.

At this point, you should have a good understanding of how to use retention labels for records management in Microsoft 365.


To learn more about records management in Microsoft 365, you can, and should, read Microsoft’s published documentation. You should also keep an eye out for new courses on Cloud Academy because we’re always publishing new ones. Be sure to give this course a rating, and if you have any questions or comments, please let us know. As always, thanks for watching, and happy learning!

About the Author
Learning Paths

Tom is a 25+ year veteran of the IT industry, having worked in environments as large as 40k seats and as small as 50 seats. Throughout the course of a long an interesting career, he has built an in-depth skillset that spans numerous IT disciplines. Tom has designed and architected small, large, and global IT solutions.

In addition to the Cloud Platform and Infrastructure MCSE certification, Tom also carries several other Microsoft certifications. His ability to see things from a strategic perspective allows Tom to architect solutions that closely align with business needs.

In his spare time, Tom enjoys camping, fishing, and playing poker.