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MC424407: Microsoft Purview | Records Management: Trigger a Power Automate flow at the end of retention period (preview)

Updated November 8, 2022: We have determined that this preview will not be available for GCC organizations at this time. We will communicate when this will be generally available. Thank you for your patience.

To provide greater process flexibility, we have integrated Microsoft Purview Records Management with Power Automate. Compliance administrators will now be able to create retention labels and choose a Power Automate flow to run when an item labeled with it expires in SharePoint, OneDrive, and Exchange. This message is associated with Microsoft 365 Roadmap ID 88816.

Initiate a Power Automate workflow when the item reaches the end of its retention period. For example, execute a complex disposition approval process or move the file to an archive.

MC424407: Microsoft Purview | Records Management: Trigger a Power Automate flow at the end of retention period (preview)

When this will happen

Rollout to public preview will begin in mid-September and is expected to be complete by mid-October.

How this will affect your organization

Once this feature rolls out, Records Management administrators in your organization will have the ability to execute custom workflows they have created in Power Automate after the contents in SharePoint, OneDrive, and Exchange reach the end of their retention period.

Retention labels that are already created in Records Management will remain unaffected by this. There are no changes to the retention settings in the retention label creation wizard. In addition to the current label actions in the retention label creation wizard, administrators will have the ability to select a pre-existing flow from the Power Automate solution to be triggered after the retention period expires.

What you need to do to prepare

There is nothing you need to do to receive this feature. You may consider updating any training or reference material for your Records Management administrators and evaluate if you would like to use this new capability.

Explore the Records Management solution in the Microsoft Purview compliance portal.

Learn more

Message ID: MC424407
Published: 01 September 2022
Updated: 08 November 2022
Product: Exchange, Microsoft 365 suite, Microsoft Compliance center, OneDrive, Power Automate, Purview, Purview Communication Compliance, Purview compliance portal, Purview Insider Risk Management, Purview Records Management, SharePoint
Platform: Online, US Instances, Web, World tenant
Status: In development

Alex Lim is a certified IT Technical Support Architect with over 15 years of experience in designing, implementing, and troubleshooting complex IT systems and networks. He has worked for leading IT companies, such as Microsoft, IBM, and Cisco, providing technical support and solutions to clients across various industries and sectors. Alex has a bachelor’s degree in computer science from the National University of Singapore and a master’s degree in information security from the Massachusetts Institute of Technology. He is also the author of several best-selling books on IT technical support, such as The IT Technical Support Handbook and Troubleshooting IT Systems and Networks. Alex lives in Bandar, Johore, Malaysia with his wife and two chilrdren. You can reach him at [email protected] or follow him on Website | Twitter | Facebook

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