Category: Power Platform
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Microsoft Purview Records Management – Power Automate Flow for Disposition Based on Document Location
In the previous post, I covered the infrastructure necessary to support a Power Automate flow for disposition based on document location. In this post, I’ll cover the main components of the flow and describe the process.
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Microsoft Purview Records Management – Build Custom Record Disposition Based on Document Location – Building the Infrastructure
Previously, I showed you how to use Power Automate to build a custom workflow to assign approvers based on the site owner. It was designed to access the user(s) designated as site owners and assign the disposition approval to them. In addition, it allowed you to provide custom messages and any other non-standard activities your…
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Microsoft 365 Records Management – Custom Flow Is Missing From the Retention Label Flow Selection List
The other day, I was building out some Power Automate flows to test the process I was building for a custom disposition. When I went to assign the flow to the retention label, I find that the custom flow is missing from the retention label flow selection list. The fix is pretty straightforward, and Microsoft…
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Microsoft 365 Records Management – Assign the Disposition of a Record to Microsoft 365 Site Owners
Previously I showed you how to use Power Automate to build a simple custom workflow to handle your disposition processes for you. It allowed you to provide custom messages and any other non-standard activities your organization required. In this presentation, I will take it a bit further now and automatically perform a step that a…
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Microsoft 365 Records Management – The Importance of Power Automate Disposition Reviews
Some time ago, I wrote a series of blog posts on disposition reviews. I covered the standard disposition reviews and the multi-stage disposition review. In records management, disposition reviews allow content SMEs, owners, and\or record managers to review content to ensure it is no longer viable before it is ultimately destroyed. Recently, Microsoft released an…