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Record Keeping in Microsoft Office 365 Dataset

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What does the Record Keeping in Microsoft Office 365 Dataset include?

The Record Keeping in Microsoft Office 365 Dataset includes 1,505 prioritised requirements structured into 286 assessment questions across six maturity domains, a full scoring model, gap-to-standard mappings for ISO 15489, GDPR, NIST, and Microsoft Purview, and remediation guidance for each control. All data is provided in downloadable Excel (.XLSX) and CSV (.CSV) formats for immediate use in audits, risk assessments, or compliance reporting.

Are you exposing your organisation to regulatory fines, audit failures, or data breaches because your Microsoft Office 365 record keeping practices lack structure and consistency? Without a formal, standards-aligned framework to classify, retain, and govern records across SharePoint, OneDrive, and Teams, you risk non-compliance with global regulations like GDPR, FOIA, and ISO 15489 , not to mention operational chaos as digital content grows unchecked. The Record Keeping in Microsoft Office 365 Dataset is a comprehensive self-assessment tool that delivers 1,505 prioritised, actionable requirements to rapidly audit, strengthen, and standardise your organisation’s record keeping posture across the Microsoft 365 ecosystem. This assessment enables compliance managers, information governance leads, and IT risk officers to identify critical gaps, align with recognised records management frameworks, and implement best-practice controls , before regulators or auditors do it for you.

What You Receive

  • A complete Excel dataset containing 1,505 structured record keeping requirements, each mapped to specific Microsoft Office 365 services including SharePoint Online, OneDrive for Business, Microsoft Teams, Exchange Online, and the Microsoft Purview compliance centre
  • 286 unique assessment questions organised across six record keeping maturity domains: Governance & Accountability, Classification & Metadata, Retention & Disposition, Access & Security, Audit & Monitoring, and Legal Hold & eDiscovery
  • Full scoring rubric with maturity levels (Initial, Managed, Defined, Quantitatively Managed, Optimised) enabling you to benchmark current capability and measure improvement over time
  • Gap analysis matrix that cross-references each requirement with applicable compliance standards including ISO 15489, ISO 27001, NIST SP 800-53, GDPR Article 30, and Microsoft’s own Information Governance Framework
  • Remediation roadmap template that prioritises high-risk gaps and maps corrective actions to specific Office 365 features such as sensitivity labels, retention policies, audit logging, and data loss prevention (DLP)
  • Implementation guidance notes for every question, explaining how to validate compliance in the Microsoft 365 admin centre, Security & Compliance portal, or via PowerShell
  • Ready-to-use export files in .XLSX and .CSV formats for integration into risk registers, GRC platforms, or internal audit workflows , delivered via instant digital download

How This Helps You

This self-assessment transforms fragmented, reactive record keeping into a strategic, audit-ready programme. With every requirement tied directly to a technical control or administrative policy in Microsoft 365, you can quickly determine whether your current configuration meets regulatory expectations. For example: 47 of the 286 questions focus on retention policy coverage , enabling you to detect unprotected sites or mailboxes where records could be prematurely deleted. Another 63 questions validate access controls and permission inheritance across SharePoint sites, reducing the risk of unauthorised disclosure. Left unaddressed, these gaps can lead to failed audits, regulatory penalties, or legal sanctions during discovery. By using this dataset, you gain confidence that your Microsoft 365 environment is governed according to industry best practices, avoid over-retention that increases storage costs and eDiscovery exposure, and demonstrate due diligence to internal stakeholders and external assessors. Most importantly, you shift from guessing whether your records are secure , to knowing they are.

Who Is This For?

  • Information Governance Officers responsible for designing and maintaining corporate record keeping policies across cloud platforms
  • Compliance Managers needing to validate adherence to GDPR, HIPAA, SOX, or other data governance mandates within Microsoft 365
  • IT Risk and Security Leads conducting internal audits of collaboration platforms like Teams and SharePoint
  • Privacy Officers assessing personal data handling processes across OneDrive and Exchange
  • Microsoft 365 Administrators tasked with configuring retention, labels, and audit settings at scale
  • Consultants and SI partners delivering record keeping maturity assessments to clients using Microsoft’s Purview suite
  • Internal Audit Teams seeking a repeatable, standards-based methodology to evaluate records management controls

Purchasing the Record Keeping in Microsoft Office 365 Dataset isn’t just an acquisition , it’s a risk mitigation decision. You’re not buying a generic checklist; you’re equipping yourself with a precise, evidence-based instrument used by professionals worldwide to harden their information governance frameworks. In a landscape where data sprawl accelerates daily and regulatory scrutiny intensifies, deploying this assessment is the most efficient way to ensure your Microsoft 365 environment remains compliant, defensible, and operationally resilient.