Washington, D.C.

Wednesday 1:40 PM - 2:50 PM · Room 149a

Electronic Records and Me: Meeting M-19-21 in M365

Antoine Snow

Antoine Snow

US Public Sector Solutions Leader at AvePoint
Jay Leask

Jay Leask

Microsoft MVP & PMP

M-19-21 in a nutshell: manage your permanent records electronically by 2019; create, manage, and maintain permanent federal records and related metadata by 2022; shut down your records storage facilities by 2022; maintain a program that complies with the Federal Records Act.

But, in Microsoft 365, what IS a record? And where do I store them? How do I categorize them? Can I move them to another system? Do I still need my legacy records database? Can I export my records to NARA?

During this session we'll review the latest guidance from NARA and discuss these important topics for modernizing your paper records processes using office 365 to support full information lifecycle management:

  • How can I automate tagging of records in M365?
  • Can I manage temporary and permanent records in M365?
  • How do I build a RIM workfow in M365 that supports my file plan AND decreases storage costs?