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Organizations adopting Microsoft 365 to support records management often find that technology alone does not drive compliance. 

Rather, successful configurations mirror how employees actually work, automate compliance steps, and reduce the burden of manual decisions.

The following checklist summarizes key attributes of an effective Microsoft 365 configuration that supports intuitive, compliant, and easier-to-execute records management.

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Region: Global
The information in any resource collected in this virtual library should not be construed as legal advice or legal opinion on specific facts and should not be considered representative of the views of its authors, its sponsors, and/or ACC. These resources are not intended as a definitive statement on the subject addressed. Rather, they are intended to serve as a tool providing practical advice and references for the busy in-house practitioner and other readers.