--- title: Microsoft Purview Records Management Reviews meta_title: 'Microsoft Purview Records Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 40 reviews by the users' company size, role or industry to find out how Microsoft Purview Records Management works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 40 scale: '5' date_modified: '2026-08-07' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Microsoft Purview Records Management Reviews **Vendor:** Microsoft **Category:** [Other GRC Tools](https://www.g2.com/categories/other-grc-tools) **Average Rating:** 4.3/5.0 **Total Reviews:** 40 ## About Microsoft Purview Records Management 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. ## Microsoft Purview Records Management Pros & Cons **What users dislike:** - Users are frustrated by the **inadequate reporting** capabilities of Microsoft Purview Records Management, lacking detailed information. (1 reviews) ## Microsoft Purview Records Management Reviews ### 1. Streamlined Records Management with Microsoft Purview: A User's Perspective **Rating:** 4.0/5.0 stars **Reviewed by:** João M. | Infrastructure Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2024 **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. **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. **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. ### 2. Microsoft Purview Review from Drew **Rating:** 4.0/5.0 stars **Reviewed by:** Drew B. | M365 Practice Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **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. **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. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** It is giving us the platform to properly manage, maintain, and remove, all of our sensitive company data, which is critical to our day to day operations. ### 3. Microsoft Purview Records Management review **Rating:** 4.0/5.0 stars **Reviewed by:** Arathi S. | Web App Management, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **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. **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. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** Provides labeling of data equipped with compliance and security features. It has tiers of plans you can choose so the one that fits your needs can be chosen. It has plans to provide a trial of features so can be chosen for testing with your environment. ### 4. Microsoft Purview provided a seamless intuitive data governance. **Rating:** 3.5/5.0 stars **Reviewed by:** ROHAN N. | Associate Product Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Microsoft Purview Records Management?** I was able to easily classify my records as well as retention and disposing of records was robust and smooth. Which helped me to get inline with the compliance and governance processes. **What do you dislike about Microsoft Purview Records Management?** The onboarding and initial setup of Microsoft Purview was little complex and required me a bit of more learning being a first time user. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** It helped me solve challenges like data governance and compliance by giving solutions for data privacy across my organisation. Also it made data management more efficient along with reducing the risk of any possible data breaches. ### 5. Microsoft Purview Records Management useful for many reasons **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** Labeling items as a record for easy use and review at a later date. This feature is great in the world of too much data. This easily helps me identify and label data sets for later review. **What do you dislike about Microsoft Purview Records Management?** Validating migrated records was a bit difficult to wrap my team around but after much Microsoft knowledge base reading we have acheived understanding throughout the department. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** As we hold all actions in our Microsoft tenant for review and dicussion. We use Microsoft Purview Records Management for many reasons. But it helps bridge the gap between our front of office employees and data retention revolving around data security. We need a records management system to provide for legal reasons. This helps us keep all actions by users recorded and viewable at the drop of a hat. ### 6. Reviewing Microsoft Purview Records Management **Rating:** 3.5/5.0 stars **Reviewed by:** Bill S. | Technologist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** It allows our company to manage our important documents in a professional manner, using a single pane of glass to do so. **What do you dislike about Microsoft Purview Records Management?** Understanding which licenses get you the proper settings can be confusing, and it can sometimes be a bit difficult to implement. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** Document management, document lifecycles, compliance requirements. ### 7. Simple solution from a source you know **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** Microsoft Purview Records Management is awesome because it automates keeping or deleting records based on rules, so you don’t have to worry about compliance. It also helps you sort and label data easily, making it super simple to manage. Plus, it works smoothly with Microsoft 365, so you get great data control without any hassle. **What do you dislike about Microsoft Purview Records Management?** Enhancing integration with non-Microsoft systems would be a big plus, allowing for more seamless data management across different platforms. Providing more customizable automation options would help tailor the system to specific business needs more effectively. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** As system admin, I don't need to manage additional software, it's just another addon to our M365, which makes it easy for me to scale. ### 8. Demonstrate compliance easily for end users **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel L. | Technical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2024 **What do you like best about Microsoft Purview Records Management?** Using lables for cloud resources like emails, you can mark and action compliance related doucments with ease. Users only click a tab in outlook and there work is done. Same with file plans to retain the right information for the correct length of time. **What do you dislike about Microsoft Purview Records Management?** There is now too many places to setup lables and actions in 365 for the same purpose **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** demonstrate compliance when we have GDPR or SAR requests ### 9. Much better tool then before **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** Very usefull tool for looking into security history. Who had access to or who deleted file x. **What do you dislike about Microsoft Purview Records Management?** Quit complicated. Once I needed to check who opened files on a certain SharePoint site. This was not possible/working. You have to export a csv of root and filter yourself. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** Don't have to look/search in multiple places. One tool for all your security and compliance check. ### 10. Support the full LifeCycle of my Content **Rating:** 4.0/5.0 stars **Reviewed by:** Barbara L. | Special Populations Case Manager , Education Management, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** What I liked most was the ability to keep my records in legal compliance with regulations and dispose of the other records I did not need. **What do you dislike about Microsoft Purview Records Management?** There was nothing really that was not helpful in regards to Microsoft Purview Records Management. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** I only used Microsoft Purview Records Management on a trial basis. It is not solving any problems or benefiting me. ### 11. Microsoft Purview Records Management helped us quickly locate critical records during an audit. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** It's ability to automate and enforce retention policies seamlessly across the organization, ensuring compliance and reducing manual effort. **What do you dislike about Microsoft Purview Records Management?** The initial setup and configuration can be complex, requiring a thorough understanding of the platform and its features **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** It enhances security by implementing access controls, encryption, and audit trails to protect sensitive records from unauthorized access and breaches. ### 12. A powerful data management solution for Microsoft 365 data **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** The integration with other Microsoft Purview solutions **What do you dislike about Microsoft Purview Records Management?** The license requirements, as E5 can be expensive for SMB organisations. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** Microsoft Purview Records Management solves data classification through the use of labels, allowing for easier identification of sensitive label types through the use of Events. ### 13. Good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2024 **What do you like best about Microsoft Purview Records Management?** This tool works great for managing our company's records and making them accessible to who needs them **What do you dislike about Microsoft Purview Records Management?** no issues, but not as easily accessible to everyone **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** this tool helps me and my fellow associates access the documents and records we need within the company so we are all on the same page about things and can access them wherever we are as long as we have the ability to ### 14. Not easy to set, but makes sense **Rating:** 3.5/5.0 stars **Reviewed by:** Patrik S. | Senior Service Architect, Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** Can check data in your blob storage. Still discovering new features **What do you dislike about Microsoft Purview Records Management?** Isn´t easy to set. Need someone with advanced experience **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** Help to check data logs from various applications ### 15. Word has made creating, editing and reviewing my records more effective **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** the fact that it makes my job easier and gives me the ability to get things done faster and more efficiant. **What do you dislike about Microsoft Purview Records Management?** i dislike about Microsoft Purview Records managment is that not everyone has this downloaded :) **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** It is helping me review my records and work on my cases more efficiant ### 16. Lots of useful data **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Microsoft Purview Records Management?** The huge amount of datas available on one console **What do you dislike about Microsoft Purview Records Management?** The user interface is not very clear so it's a bit hard to find the data you want excepted if you already master the tool **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** GPDR compliance is easier ### 17. Works well and very user intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Shazad K. | Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Microsoft Purview Records Management?** Very simple and easy to use and included in your E5 plan, if not there is a 90 day trail where you can test the features.We use it to manage our legal obligations for data retention(7 years) and it works great. **What do you dislike about Microsoft Purview Records Management?** Whenever you create a Label it is not available right away. It can take up to 7 days for label to become usable. This made the testing phase of the product very frustrating. **What problems is Microsoft Purview Records Management solving and how is that benefiting you?** Data retention policies and audits. I can easily share and prove our retention policies when we are being audited. It makes the audit department much more efficient. - [View Microsoft Purview Records Management pricing details and edition comparison](https://www.g2.com/products/microsoft-purview-records-management/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+12%3A20%3A56+-0500&secure%5Bsession_id%5D=26522a58-2dc8-4fa8-9025-1eb8f647c565&secure%5Btoken%5D=3eab2ea0ddcb3d072b13a1bb1e0249aa373bdad06d9e19534d1f18e886cc1067&format=llm_user) ## Microsoft Purview Records Management Features **Additional Functionality** - For Higher Education - Collaboration Tools - Electronic Submission - Document Review - Contact Management - Data Import/Export - Customizable Fields - Reviewer Portal - Customizable Reports - Requirements Management - Compliance Management - Progress Tracking - Document Management - Access Controls/Permissions - Third-Party Integrations - Generative AI - Self Assessment - Training Management - Data Visualization - Reporting & Statistics - Audit Management - Assessment Management - Real-Time Data - Activity Dashboard - Customizable Templates - Alerts/Notifications - Configurable Workflow - Workflow Management - Activity Tracking - AI Copilot - Forms Management - API - Email Management - Policy Management **Additional Functionality** - Incident Management - Real-Time Monitoring - Evidence Management - Risk Alerts - Reporting & Statistics - Third-Party Integrations - Workflow Management - Risk Analysis - Sarbanes-Oxley Compliance - Single Sign On - Compliance Management - Policy Management - Real-Time Reporting - Audit Trail - Assessment Management - HIPAA Compliant - Operational Risk Management - Document Storage - Enterprise Risk Management - Data Visualization - Configurable Workflow - Vendor Management - IT Risk Management - User Management - Issue Management - Internal Controls Management - AI Copilot - Environmental Compliance - Customizable Reports - Data Import/Export - Risk Management - API - Document Management - Risk Assessment - Activity Dashboard - Task Management - Audit Management - Generative AI - Governance - Corrective and Preventive Actions (CAPA) - Alerts/Notifications - FDA Compliance - Secure Data Storage - Approval Process Control - Version Control ## Top Microsoft Purview Records Management Alternatives - [iManage Records Manager](https://www.g2.com/products/imanage-imanage-records-manager/reviews) - 4.1/5.0 (11 reviews) - [Kadince](https://www.g2.com/products/kadince/reviews) - 4.9/5.0 (55 reviews) - [SAP Management of Change](https://www.g2.com/products/sap-management-of-change/reviews) - 4.1/5.0 (17 reviews)