Organizations must retain, discover, and govern their electronic communications to meet legal and regulatory obligations. The Implement Retention, eDiscovery, and Communication Compliance in Microsoft Purview training (SC-5007) teaches you in one day to configure retention policies, deploy eDiscovery cases for legal investigations, and implement communication compliance policies to monitor organizational communications for policy violations.
Delivered by an MCT-certified trainer at ITTA in Geneva or Lausanne, this SC-5007 training is entirely hands-on with labs on the official Microsoft cloud environment. You will configure retention labels and policies for Microsoft 365 workloads, create eDiscovery cases with holds, searches, and exports, and deploy communication compliance policies that detect inappropriate content, sensitive information sharing, and regulatory violations. This training prepares for the Microsoft Applied Skills credential.
Module 1: Implement and manage retention with Microsoft Purview
Module 2: Manage records and disposition with Microsoft Purview
Module 3: Understand Microsoft Purview eDiscovery
Module 4: Create and manage eDiscovery cases
Module 5: Manage data sources and holds in Microsoft Purview eDiscovery
Module 6: Search for content with Microsoft Purview eDiscovery
Module 7: Analyze and prepare content in eDiscovery review sets
Module 8: Detect and address communication risks with Microsoft Purview Communication Compliance
Module 9: Implement retention, eDiscovery, and Communication compliance in Microsoft Purview
Electronic discovery (eDiscovery) is the process of identifying, collecting, preserving, and producing electronically stored data in the context of legal proceedings or internal investigations. For companies based in Switzerland, particularly in Geneva and Lausanne where many organizations operate in the financial, pharmaceutical, and international trade sectors, the ability to quickly produce reliable electronic evidence is imperative. Obligations related to the revised DPA, GDPR, and sector-specific regulations reinforce this necessity. The SC-5007 training teaches you to use Microsoft Purview eDiscovery to meet these requirements in a structured, reproducible, and legally defensible manner.
Before you can discover and produce data, you must ensure it is properly retained. The SC-5007 training begins with retention policies in Microsoft Purview, which allow you to define how long data must be retained and when it should be deleted. You will learn to create retention policies applicable to Exchange, SharePoint, OneDrive, Teams, and Yammer, as well as retention labels for granular document-level control. The distinction between mandatory retention, optional retention, and automatic deletion will be clarified through practical scenarios. These mechanisms ensure your organization retains data necessary for compliance while eliminating obsolete data that represents a legal risk and unnecessary storage burden.
When litigation is anticipated or an internal investigation is launched, it is essential to preserve relevant data in its current state. Legal hold in Microsoft Purview eDiscovery prevents the modification or deletion of content placed under preservation, even if a retention policy had scheduled their deletion. You will learn to create eDiscovery cases, identify data custodians, and place their mailboxes, SharePoint sites, and OneDrive accounts under preservation. The training covers in-place hold that preserves data transparently for users, without disrupting their daily work. This capability is particularly important for companies in Switzerland that must respond to production requests within constrained deadlines.
Microsoft Purview eDiscovery offers two functionality levels for data search and discovery. The Standard level allows you to create cases, perform content searches across Microsoft 365 services, and export results. The Premium level adds advanced features such as review sets, machine learning-assisted analysis, and near-duplicate detection. During the SC-5007 training, you will work with both levels to master search queries (by keywords, dates, senders, file types), creating review sets to organize and annotate relevant documents, and exporting results in formats compatible with legal tools. You will discover how Microsoft Purview eDiscovery Premium analysis capabilities considerably reduce review time by automatically identifying the most relevant documents.
Beyond eDiscovery, the SC-5007 training covers communication compliance policies in Microsoft Purview. These policies allow you to automatically detect conduct violations, conflicts of interest, sharing of regulated information, or inappropriate behaviors in your organization’s communications (emails, Teams messages, chats). You will learn to configure policies based on trainable classifiers and custom conditions, define reviewers responsible for examining alerts, and manage the review workflow end-to-end. This feature is particularly sought after by financial sector organizations in Switzerland that must monitor certain employees’ communications to comply with regulatory requirements.
The SC-5007 training prepares for the Microsoft Applied Skills credential, a practical lab-based assessment that validates your skills in retention, eDiscovery, and communication compliance with Microsoft Purview. You will be assessed on your ability to configure policies, manage eDiscovery cases, and produce usable search results. This credential attests to your operational expertise for your employers and clients. ITTA, a Microsoft Learning Partner in Switzerland, supports you with MOC materials and MCT trainers in Geneva and Lausanne.
What is eDiscovery in Microsoft Purview?
eDiscovery in Microsoft Purview is a set of tools that enables identifying, collecting, preserving, and producing electronically stored data in Microsoft 365 in the context of legal proceedings, internal investigations, or regulatory obligations.
What is the difference between eDiscovery Standard and Premium?
eDiscovery Standard allows creating cases, performing content searches, and exporting results. eDiscovery Premium adds review sets, AI-assisted analysis, near-duplicate detection, and advanced custodian management.
What is a legal hold?
A legal hold is a mechanism that prevents the modification or deletion of data placed under preservation, ensuring their integrity for use as electronic evidence. Affected users are generally not informed of the preservation.
Does the SC-5007 training cover communication compliance?
Yes, the SC-5007 training covers the configuration and management of communication compliance policies in Microsoft Purview, including automatic detection of conduct violations in emails and Teams messages.
Is this training suitable for corporate lawyers?
Yes, the SC-5007 training is designed for compliance officers, corporate lawyers, and IT administrators who manage preservation obligations and electronic evidence production. Basic technical knowledge of Microsoft 365 is recommended.
Where can I take this training in Switzerland?
ITTA offers the SC-5007 training in-person in Geneva and Lausanne, as well as virtually. Microsoft cloud labs and MOC materials are included in all training formats.
What credential do you get after the SC-5007 training?
The SC-5007 training prepares for the Microsoft Applied Skills credential, a practical lab-based assessment that validates your skills in retention, eDiscovery, and communication compliance with Microsoft Purview. It is not a traditional certification but an operational skills validation.
Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00
ITTA
Route des jeunes 35
1227 Carouge, Suisse
Monday to Friday, from 8:30 am to 06:00 pm.
