Microsoft Purview Records Management Reviews & Product Details

Microsoft Purview Records Management is a comprehensive solution designed to help organizations manage their regulatory, legal, and business-critical records within the Microsoft 365 environment. By leveraging this system, organizations can meet legal obligations, demonstrate compliance with regulations, and enhance operational efficiency through the systematic disposition of items that are no longer required. Key Features and Functionality: - Retention Labels: Create and configure retention labels to mark items as records. These labels can be applied manually by users or automatically based on specific criteria such as sensitive information, keywords, or content types. - File Plan Management: Develop and manage a file plan to organize retention labels, allowing for the import of existing retention plans or the creation of new ones to meet organizational requirements. - Event-Based Retention: Initiate retention periods based on specific events, ensuring that records are retained for the appropriate duration following significant occurrences. - Disposition Reviews: Implement disposition reviews to validate and approve the deletion of records at the end of their retention periods, providing proof of disposition and ensuring compliance with regulatory requirements. - Automated Classification: Utilize automated policies to classify and govern data at scale based on file properties, the presence of sensitive data, or machine learning, reducing manual effort and enhancing accuracy. Primary Value and Problem Solved: Microsoft Purview Records Management addresses the critical need for organizations to systematically manage their records throughout their lifecycle. By providing tools for labeling, classifying, retaining, and disposing of records, it ensures that organizations can comply with legal and regulatory requirements, mitigate risks associated with data retention, and improve operational efficiency. The solution's automated features reduce manual workload, minimize human error, and provide a defensible process for records management, thereby enhancing overall data governance and compliance posture.

Seller

Microsoft

Discussions

Microsoft Purview Records Management Community

Overview by

Derek Mathis

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

9 months

View More Pricing Information

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Aaron F.

IT Manager

Mid-Market (51-1000 emp.)

6/18/2024

"Effortless Compliance and Records Management"

5/5

What do you like best about Microsoft Purview Records Management?

What I really like about Microsoft Purview Records Management is how it handles compliance and how easy it is to use. It fits perfectly with Microsoft 365, letting us classify, retain, and manage records without a hitch.

The automated labeling and retention policies save a lot of time by applying compliance rules consistently. Plus, the advanced analytics and reporting tools give us great insights, helping us make better decisions and manage risks more effectively.

All these features together make Microsoft Purview Records Management an excellent tool for staying compliant and boosting efficiency. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

While Microsoft Purview Records Management has many strengths, there are a few areas where it falls short. One downside is its complexity, especially for new users. The learning curve can be steep, and it sometimes feels like you need extensive training to fully leverage its features.

Additionally, the customization options, though powerful, can be overwhelming and time-consuming to configure. There are also occasional performance issues, particularly when dealing with large volumes of data, which can slow down operations.

Finally, the cost can be a bit high for smaller organizations, making it less accessible for those with limited budgets. Review collected by and hosted on G2.com.

What problems is Microsoft Purview Records Management solving and how is that benefiting you?

Microsoft Purview Records Management has been a game-changer for me. It automates compliance tasks, ensuring we meet regulations without the hassle. The machine learning-driven data classification is spot-on, saving me time and effort. Plus, its integration with Microsoft 365 means I can manage all our records from one place, making my job much easier and more efficient. Review collected by and hosted on G2.com.

Aizhan K.

Legal Consultant

Small-Business (50 or fewer emp.)

6/18/2024

"a great tool for organizations looking to enhance their information governance and compliance"

5/5

What do you like best about Microsoft Purview Records Management?

It reduces the workload for IT and compliance teams by automating consistent records management, suits organizations of all sizes, from small businesses to large enterprises, with customizable solutions, ensures data protection through stringent security standards and compliance with regulations. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

Extensive capabilities and configuration options may be overwhelming for organizations with limited IT resources and unclear for not tech-savvy persons. Review collected by and hosted on G2.com.

What problems is Microsoft Purview Records Management solving and how is that benefiting you?

As an ICNL employee, Microsoft Purview Records Management benefits us by automating record classification and retention, reducing manual workload and ensuring compliance. Its scalability meets our evolving data management needs, while robust security features protect sensitive information. Additionally, Microsoft's comprehensive support and resources make implementation and ongoing management seamless. Review collected by and hosted on G2.com.

João M.

Infrastructure Analyst

Small-Business (50 or fewer emp.)

6/27/2024

"Streamlined Records Management with Microsoft Purview: A User's Perspective"

4/5

What do you like best about Microsoft Purview Records Management?

Comprehensive compliance features, user-friendly interface, automated policies, integration with Microsoft 365, advanced search and discovery, scalability, and security and data protection. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

Limited customization options, occasional performance lags, complex initial setup, higher learning curve for advanced features, integration challenges with non-Microsoft services, and occasional support delays. Review collected by and hosted on G2.com.

What problems is Microsoft Purview Records Management solving and how is that benefiting you?

Microsoft Purview Records Management solves problems like ensuring regulatory compliance, automating retention and deletion policies, and improving data security. This benefits me by reducing manual work, enhancing data protection, and ensuring that our records management processes are efficient and compliant with industry standards. Review collected by and hosted on G2.com.

Talita P.

Comercio

Logistics and Supply Chain

Small-Business (50 or fewer emp.)

6/18/2024

"A comprehensive solution"

5/5

What do you like best about Microsoft Purview Records Management?

The complete integration with other Microsoft 365 services, such as SharePoint, OneDrive, and Teams. This integration allows for much more efficient records management than any other system of this kind. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

The complexity in the initial setup. Configuring retention policies, data classification, and access controls can be complicated, especially for organizations that do not have an experienced IT team. Review collected by and hosted on G2.com.

What problems is Microsoft Purview Records Management solving and how is that benefiting you?

Microsoft Purview Records Management addresses critical challenges related to regulatory compliance, sensitive data management, and operational efficiency, providing significant benefits that help strengthen security, reduce risks, and improve overall organizational effectiveness. Review collected by and hosted on G2.com.

Michelle M.

Team Member

Small-Business (50 or fewer emp.)

6/18/2024

"Mircosoft Review"

5/5

What do you like best about Microsoft Purview Records Management?

What I like best about the Microsoft Purview Records Management is that it is very organized. It helps me keep track of everything new, old, and upcoming plans. With this I am able to relax, because I know everything will be there when I come back. It is very ease to use, and I use it often. Customer support is always there to help as well if anything goes wrong. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

One thing I do not lilke about Mircosoft is that I may need to be assisted sooner, and customer support may be too busy to help the second i need it. Review collected by and hosted on G2.com.

Nick M.

L2 Network Technician

Information Technology and Services

Mid-Market (51-1000 emp.)

6/19/2024

"Microsoft Purview Management for Compliance"

5/5

What do you like best about Microsoft Purview Records Management?

The ease of implementation into the current Microsoft Suite and the abundance of features allows for easy use and it doesn't take a lot of time to ues the tool. Customer Support is very knowledgable. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

It requires the more expensive Enterprise licenses to enable all of the features and capabilities the product offers. Review collected by and hosted on G2.com.

Sharin S.

Team Lead - Azure and Windows server

Mid-Market (51-1000 emp.)

5/20/2024

"Comprehensive solution for record management with Room for improvement"

4.5/5

What do you like best about Microsoft Purview Records Management?

I have found it to be a comprehensive tool that aids in managing records and ensuring compliance within an organization. Seamlessly integrates with Microsoft 365 applications like Outlook, SharePoint making it easy to manage records. The interface is very user friendly which reduce the learning curve. Robust compliance feature that meets our regulatory compliance requirement. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

The different usage tiers and categorization of features are not clear. Integration with Non-Microsoft tools are complex and some times not working. Review collected by and hosted on G2.com.

Drew B.

M365 Practice Director

Small-Business (50 or fewer emp.)

6/18/2024

"Microsoft Purview Review from Drew"

4/5

What do you like best about Microsoft Purview Records Management?

It gives us the platform to manage the lifecycle of our documents and records, remove content we no longer use, and remain in compliance with any regulations our company has to abide by. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

It can be complex to configure and deploy, especially if you don't really know what you're doing. Review collected by and hosted on G2.com.

Arathi S.

Web App Management

Mid-Market (51-1000 emp.)

6/18/2024

"Microsoft Purview Records Management review"

4/5

What do you like best about Microsoft Purview Records Management?

It provides a unified audit log which was the main attractive feature. Its UI makes it feel a lot easier and the data classifiers help to label assets. API integration helps scope the data and ensure compliance. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Purview Records Management?

The initial setup took a bit of effort than expected. Compartmentalizing and organizing the data can take up more effort eventually. Review collected by and hosted on G2.com.