Task 2.1: Create and configure retention policy for Teams and Copilot for Microsoft 365
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On the left navigation, select Home.
- Select the Data lifecycle management solution card.
- If the Data lifecycle management solution card isn’t displayed, select View all solutions and then select Data lifecycle management from the Data Governance section.
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On the left menu, select Policies > Retention Policies.
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Select New retention policy to start the Create retention policy configuration.
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Enter a Name and Description for your new retention policy and then select Next.
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On the Policy Scope page, review the setting and then select Next.
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On the Choose the type of retention policy to create page, select Adaptive or Static depending on the organization’s needs and then select Next.
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If you select Adaptive: On the Choose adaptive policy scopes and locations page, select Add scopes and select one or more adaptive scopes that are created.
- Add a policy scope.
- Select one or more locations and then select Next.
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If you select Static: On the Choose locations to apply the policy page, select Teams chats and Copilot interactions.
- Select Next.
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On the Decide if you want to retain content, delete it, or both pages, specify the configuration options for retaining and deleting content and then select Next.
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Review the configuration and select Submit.
- After the policy is created, select Done.
Learn more:
Learn about retention policies and retention labels