Data retention for Microsoft 365 NEW

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Compliant data retention in Microsoft 365 Records Management

Microsoft filerskeepers

Organizations of all types require a records-management solution to manage regulatory, legal, and business-critical records across their corporate data. Microsoft 365 Records Management helps organizations manage legal, business, and regulatory record keeping obligations within Microsoft.

Microsoft and filerskeepers have teamed up to ensure that users will be able to implement the filerskeepers legal retention obligations in Microsoft 365 Records Management. This collaboration will offer organisations end-to-end legal records retention within Microsoft 365, ensuring reduced risk and complexity.

Key benefits

Improve compliance with legal requirements

Your data in Microsoft 365 is regulated by virtually every law in the world. With our research you can adopt a complete and automated approach within Microsoft 365 to ensure your business never stores data and records too long or too short.

Lower cost and complexity of implementation

Eliminate the time, money, and resources needed to research global retention periods for Microsoft 365, while making legally sound decisions with regards to how long your data and records should be stored.

Control your data volumes and manage your risk

Establish a continuous all-encompassing strategy for data retention by using the functionality of Microsoft 365 Records Management in combination with our global rule-based retention research.

How does filerskeepers help?

  • Access to hundreds of thousands of legal bookkeeping, tax, health and safety and industry specific records retention obligations and coverage in 268+ countries and states.

  • Standardized record types, categories or let us map to your existing schedule.
  • filerskeepers retention schedules inform users of maximum and minimum retention periods as well as statutory limitations.
  • Direct integration with Microsoft 365 Records Management
  • Implementation assistance through filerskeepers or our partners
  • End-to-end records retention which enables organizations to discover, organize their data and apply data retention unstructured Microsoft 365 database.

Microsoft 365 Records Management


Records management in Microsoft 365 helps organizations manage their legal obligations, demonstrate compliance, and increase efficiency with regular disposition of items that are no longer required to be retained. Microsoft 365 Records Management covers Microsoft Teams, Yammer, Exchange E-mail & Public Folders, 365 Groups, Skype for Business, OneDrive, SharePoint site, all in one interface.

Use Microsoft 365 Records Management to:

  • Label content as a record. Create and configure retention labels to mark content as a record that can then be applied by users or automatically applied by identifying sensitive information, keywords, or content types.
  • Migrate and manage your retention requirements with a file plan. By using a file plan, you can bring in an existing retention plan to Microsoft 365, or build a new one for enhanced management capabilities.
  • Configure retention and deletion settings with retention labels. Configure retention labels with the retention periods and actions based on several factors including the date last modified or created.
  • Start different retention periods when an event occurs with event-based retention.
  • Review and validate disposition with disposition reviews and proof of records deletion.
  • Export information about all disposed items with the export option.
  • Set specific permissions for records manager functions in your organization to have the right access.

Using these capabilities, you can incorporate your filerskeepers retention schedules and requirements into a records management solution that manages retention, records declaration, and disposition, to support the full lifecycle of your content.

Key Capabilities

  • Migrate and manage your retention requirements with file plan

    Bring a records retention plan to Microsoft 365 using their new file plan which allows its customers to not only use any existing plan but also build a new one for enhanced management capabilities.

  • Configure retention and deletion settings with retention labels

    This capability enables you to configure retention labels with retention periods.

  • Start different retention periods when an event occurs

    We offer data retention for hundreds of jurisdictions. Even the ones you are thinking of establishing a presence in!

  • Get updates in law automatically pushed to you

    Through our Dashboard and API you can get any updates in law pushed as soon as it comes out, whether it be new law or amendments to existing law.

filerskeepers global data retention system SAP Workday Oracle

Some more key benefits

Leverage the depth of our vast database

With the filerskeepers you will have access to hundreds of thousands bookkeeping, tax, HR, health and safety and industry specific records retention obligations and coverage in 268+ jurisdictions.

Explore our research>

Harness the power of our API

Easily develop automated records retention policies. The filerskeepers API will allow your business to integrate our data retention citations with its software applications and develop an automated records retention framework.

Learn about our API>

Build on the experience of filerskeepers and our partners

The filerskeepers team of experts and partners have decades of experience in making decisions on how long to keep data and implementing these data retention periods in your IT systems.

View what we could do for you>

“filerskeepers suggestions for Microsoft 365 Records Management allow for well informed data retention choices which can directly be applied at a per country level. Data retention compliance at the most granular level. Yet very practicable, auditable and cheap.”

– Wanne Pemmelaar, CEO / Co-founder, filerskeepers

A super fast service tailored to you

Do you have custom Infotypes? We know that as every organisation is different, so is its SAP HCM instance and the data processed by it. We propose a sprint (usually well within one month time), during which we take you through the following phases:

Establish your scope

We will look into the geographic scope of your organization and which records you use per country.

Delivery of obligations

Build your personalised schedule with us and map legal retention obligations to your unstructured records and data

Implement in MS365

Push your schedule into their Microsoft 365 and build tags and labels in accordance with the retention laws

Compliance achieved!

Success: MS365 Records Management dashboard which automatically applies retention to your data within MS.

We can even build in a feedback-loop, so your HR, legal, finance, privacy and compliance colleagues can test our suggestions!

Pricing and Packaging

Our solutions are the best of both worlds: standardised best practice data retention products yet tailored to your needs, allowing us to be better than competitive on pricing. In addition, we never shy away from complex use case. Just try us out! 

filerskeepers in stats (and counting)

0 countries published
0+ retention periods researched
0 countries under review
0 periods per country (on average)

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