Presented by Greg Forest, Contoural & Tom Mighell, Esq., Contoural
Event-based records can be the most challenging to manage. Managing the retention of records based on a specific event happening in the future such as an employee terminating or a business relationship ending can require a lot of manual effort if not properly handled. Fortunately, technology can now make managing event-based records much easier. Join Tom Mighell and Greg Forest from Contoural as they review strategies for managing event-based records in M365. Topics will include:
- Time-based vs. event-based retention periods: which one is best, and when?
- Configuring M365 to manage retention of event-based records
- Pitfalls to avoid when creating event-based retention controls
Join us for what is certain to be a lively discussion.