Gartner Research

Assess the Features and Choose the Right Strategy for Records Management in Office 365


Microsoft's preferred RM and data governance strategy in Office 365 is platformwide features and in-place RM. This differs from the approach in SharePoint Server, and technical professionals must understand what the new RM features in Office 365 do and when to use them.

Published: 10 April 2018

ID: G00348662

Analyst(s): Mike Cox

Table Of Contents


  • The Evolution of Microsoft's Records Management Architecture
    • Event-Driven Retention
    • Lack of Functional Parity
  • Records Management Feature Availability
    • Microsoft Teams, Yammer and Office 365 Groups
  • Assessment of Records Management Features in Office 365
    • Retention Policies
    • Labels
    • eDiscovery Holds
    • SharePoint Site Policies
    • Information Management Policies
    • Document Deletion Policies
  • Filling Gaps Using Third-Party Products
  • Strengths
  • Weaknesses


The Details

  • Third-Party Add-Ons for Records Management
    • AvePoint
    • Gimmal
    • RecordPoint
  • Disposition Is Not Immediate
  • Order of Precedence of Actions
  • Label Inheritance
  • Limitations of Content Search

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