When I first started working with Microsoft Purview retention, it felt complex. Policies overlapped, storage kept growing, and every adjustment seemed to create new questions.
Over time, I collected practices that actually made a difference. They’re not silver bullets, but they’ve helped me simplify retention and avoid common pitfalls.
A few examples from my latest post:
- Designing labels that are specific enough to reduce clutter and costs.
- Keeping one policy per workload to avoid conflicts.
- Using adaptive scopes so retention adjusts as people or sites change.
- Checking storage regularly before it spirals out of control.
There’s rarely one “right” way with Purview, but these eight practices have been reliable for me and might give you a clearer path.
👉 Full article here: https://intranetfromthetrenches.substack.com/p/8-must-know-best-practices-for-mastering-retention-in-microsoft-purview
What’s one lesson you’ve learned from setting up retention?
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