After this training you can set up retention policies and labels in Microsoft Purview, declare records and control deletion through disposition reviews. You create eDiscovery cases, preserve relevant mailboxes and sites with holds and prepare search results in review sets for legal or audit teams. You also build Communication Compliance policies to spot problematic messages in Teams and Exchange. The course suits Microsoft 365 administrators and compliance staff who implement these requirements technically and are aiming for the matching Applied Skills credential.
What you’ll take away.
- Plan and publish retention policies and retention labels using adaptive or static scopes
- Declare records through a file plan and approve deletion through disposition reviews
- Create eDiscovery cases, define data sources and preserve content with holds
- Search content and filter, tag and export it in review sets
- Create Communication Compliance policies for Teams and Exchange Online and work through matches
Your training in detail
- Who is it for?
- Microsoft 365 administrators, compliance staff and members of legal or audit teams who put retention, investigations and communication monitoring into practice in Purview.
- Prerequisites
- Experience administering Microsoft 365 and working in the Purview portal, plus a basic grasp of data lifecycle, eDiscovery processes and compliance requirements.
- Format & planning
- Standard length: 1 training day. A different length can be arranged for companies.
Agenda: from understanding to application
Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.
Retention in Purview: policies, labels, event-based retention, adaptive and static scopes
Records management: file plan, auto-labelling, records and disposition review
Understanding eDiscovery: a defensible process, roles and permissions
Creating eDiscovery cases, assigning data sources and placing holds
Building searches and analysing and exporting results in review sets
Communication Compliance: detecting and handling violations in Teams and Exchange messages
In a practice environment you publish a retention label, create a retention policy, take an eDiscovery case from search to review set and set up a Communication Compliance policy.
Exams, licences & credentials
The course prepares you for the Microsoft Applied Skills credential “Implement retention, eDiscovery, and Communication Compliance in Microsoft Purview”, which is assessed through an interactive lab on Microsoft Learn. The assessment and any fees are included only if the offer explicitly confirms it. The credential is issued by Microsoft. This is not an official Microsoft course unless the offer explicitly says so.
Vendor references & review date
Sources checked on 2026-11-10. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.
Your learning content
These objectives describe the training topic. The specific syllabus, dates and trainer are agreed before booking; the written offer is binding.
Frequently asked questions
How does SC-5007 differ from SC-401?
SC-401 covers information protection, DLP, insider risk and retention broadly. SC-5007 spends one day focused on retention, records management, eDiscovery cases and Communication Compliance.
How does the Applied Skills assessment work?
Microsoft assesses your skills in an interactive lab on Microsoft Learn, where you complete practical tasks such as creating retention labels, setting up an eDiscovery case or investigating content with Content search.
Does SC-5007 Microsoft Purview: implement retention, eDiscovery and Communication Compliance include a certificate?
The course prepares you for the Microsoft Applied Skills credential “Implement retention, eDiscovery, and Communication Compliance in Microsoft Purview”, which is assessed through an interactive lab on Microsoft Learn. The assessment and any fees are included only if the offer explicitly confirms it. The credential is issued by Microsoft. This is not an official Microsoft course unless the offer explicitly says so.