Manage Records in Email and Microsoft Teams
The webinar, hosted by David Kruglov, the Managing Director of ShareSquared, along with Ron Johnson from Harmony and Jim Duncan, a SharePoint Certified Master, focused on integrating records management for emails and Microsoft Teams. This was part of a series of webinars centered on records management.
The key topics covered included:
Overview of Previous Webinars: A brief recap of the topics discussed in previous webinars in the series, including developing effective records management (RIM) programs and the use of SharePoint and Office 365 for records management.
Capstone for Email Retention: Discussion on the use of Capstone, a method for email retention based on organizational roles. This approach helps in preserving email records that should be kept permanently.
Taxonomy and Microsoft Teams Overview: A deep dive into functional and topical taxonomy for records management and an overview of Microsoft Teams. The webinar emphasized that Teams is more than just a Skype replacement, offering a wide range of functionalities.
Harmony's Role in Classifying and Storing Email Records: Ron Johnson demonstrated how Harmony provides an efficient way to classify, store, and manage email records, attachments, and Teams content. He highlighted Harmony’s ease of use and integration with Outlook.
Interactive Polls and Q&A Sessions: The webinar included interactive polls to understand how participants are using Teams, and a Q&A session to address specific queries from the audience.
Intention of the Webinar: The overarching goal was to excite participants about the technology, specifically Microsoft Teams, and its capabilities in managing records within Office 365.
ShareSquared's Role and Services: An overview of ShareSquared's services in implementing tools like Harmony, training, and support in records and content management using SharePoint and Office 365.
Future Webinars and Resources: Information about upcoming webinars in the series and resources like recordings and presentations available for download.
The webinar aimed to balance technical capabilities with practical business benefits, emphasizing the importance of a holistic approach to records management in the modern digital workplace.
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