Training on Modern Record Management through SharePoint and Office 365

Training on Modern Record Management through SharePoint and Office 365

About the Course

In the modern era of digitalization, when organizations are becoming digital enterprises and the controlled data has to take on new titles like data lakes and even data oceans, managing information, and records, which are now one of the most precious assets of the firm, represents a challenge.

Given that Microsoft Office applications are used by the majority of businesses, continuing to use SharePoint for document management makes sense. The personnel of the companies should be well-equipped to handle the challenges this would bring.

This course is intended to equip participants with the skills to integrate information management knowledge with SharePoint in a way that makes it user-friendly and flexible enough to meet future needs. Any organization that needs to develop information management solutions on SharePoint or use the linked product family should take this training course.

Target Participants

This course is specially developed for personnel in office management, administration, supervision, coordination, and any other professional who seeks to gain skills in office Management.

Course Duration

Online 14 Days
Classroom-based   7 Days


What You Will Learn

By the end of this course the participants will be able to:

  • Understand Information Management in SharePoint and Office 365
  • Understand the relationship between records management and the cloud
  • Apply Privacy and data protection rules in SharePoint
  • Organize documents and information management in their company
  • Adopt an effective and concise method for retaining information

Course Outline

Records Management as a Business Enabler 

  • Enterprise Content Management through the Record Life Cycle
  • Record Capture
    • Digital Records
    • Paper Records
  • Record Retention and Disposition
  • Records Management and the Cloud

Records and Document Management in SharePoint and Office 365 

  • SharePoint Online Architecture
  • Configuring SharePoint
  • Site Administration
  • Search Settings in SharePoint

Office 365 

  • Office 365 and the Client Device
  • Office 365 Supportability
  • Architecture of OneDrive for Business
  • Change Management in Office 365
  • Data Protection in Office 365

Content Migration to SharePoint 

  • Migration Phases
    • Requirements (Discovery)
    • Preliminary Design (Content Inventory)
    • Final Design
    • Test Phase
    • Go Live Phase
  • Migration Scenarios

Managing Governance, Security, and Compliance with SharePoint 

  • Service Assurance with SharePoint
  • Managing Permissions in SharePoint
  • Designing User Experience with SharePoint
  • Select and Configure Information Protection Tools with SharePoint
  • eDiscovery Requests Compliance in SharePoint
  • GDPR and other Audit Tools for SharePoint

Training Approach

This course is delivered by our seasoned trainers who have vast experience as expert professionals in their respective fields of practice. The course is taught through a mix of practical activities, theory, group work, and case studies.

Training manuals and additional reference materials are provided to the participants.


Upon successful completion of this course, participants will be issued with a certificate.

Tailor-Made Course

We can also do this as a tailor-made course to meet organization-wide training needs. A training needs assessment will be done on the training participants to collect data on the existing skills, knowledge gaps, training expectations, and tailor-made needs. Contact us to find out more

Training fee: K750 or $45


The training fee covers training fees, learning materials, and training venue.

Payment should be sent to our bank account before start of training and proof of payment sent to

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Enrolled: 965 students


Working hours

Monday 9:30 am - 6.00 pm
Tuesday 9:30 am - 6.00 pm
Wednesday 9:30 am - 6.00 pm
Thursday 9:30 am - 6.00 pm
Friday 9:30 am - 5.00 pm
Saturday Closed
Sunday Closed
Training on Modern Record Management through SharePoint and Office 365