InsightA step-by-step guide showing how to pass a Model-Driven form's execution context into an embedded HTML web resource, so that it can be read and render form field values.
Data Classification & Retention in Microsoft 365
Build Trust. Enable Compliance. Empower AI.
At HappyWired, we believe that data governance is the foundation of digital trust. Our approach to Data Classification & Retention ensures your organisation's information is protected, discoverable, and actionable - whether you're securing sensitive documents, enabling AI, or preparing for audits.
Our Approach
We help organisations design and implement a robust data classification framework that aligns with their regulatory, legal, and business requirements. Our approach includes:
Identifying and labelling sensitive information (e.g., OFFICIAL, OFFICIAL-SENSITIVE)
Mapping data flows across Microsoft 365 workloads
Applying lifecycle rules with retention policies and labels
Enabling secure collaboration with Microsoft Purview, SharePoint Syntex, and Azure Information Protection
Automating classification through Power Platform and Syntex workflows
Automation, Insight, Impact
We work closely with stakeholders to ensure that classification is not just a compliance checkbox, but a strategic enabler for productivity, automation, and insight.
Why Data Classification Matters
Without structured classification and retention:
Sensitive content risks unauthorised access or data loss
AI tools like Microsoft Copilot lack the context to function effectively
Legal and compliance teams struggle to respond quickly
But with a well-governed model in place:
Sensitive data is protected, auditable, and governed
Redundant content is removed, reducing storage costs and clutter
AI systems can surface smarter, more relevant insights
Legal holds, eDiscovery, and regulatory audits become seamless
Data retention in practice
See how embedded web resources can surface stored HTML
Technology Stack We Use
md:grid-cols-1 md:grid-cols-2 md:grid-cols-3 md:grid-cols-4 md:grid-cols-5 md:grid-cols-6
Microsoft Purview
- Apply sensitivity labels and retention policies
- Gain visibility through governance dashboards
- Ensure compliance across Microsoft 365
SharePoint Online
- Organise content with metadata and document libraries
- Enable AI-based tagging with Syntex
- Support structured collaboration and findability
Microsoft Teams
- Manage workspace lifecycles with clarity
- Enable secure, role-based collaboration
- Integrate seamlessly with SharePoint and Purview
Azure Information Protection
- Encrypt content at rest and in transit
- Enforce rights control and data protection
- Support classification with Microsoft 365 labels
Power Platform
- Automate classification and retention
- Build low-code solutions for compliance tasks
- Extend governance through Power Automate and Dataverse
Data Classification as a Foundation for AI
AI tools like Microsoft Copilot require structured, governed data. Without clear labelling and lifecycle management, Copilot can't distinguish between sensitive and public content or deliver relevant insights.
Classification and retention are foundational - not optional. Talk to us today about why.
Our Content and Collaboration Accelerator
Through our Content & Collaboration Accelerator, we help you plan for success.
Tailored Classification Schema
Aligned to business objectives and regulatory requirements for clarity and compliance.
Retention Schedules & Policy Mapping
Coherent retention plans applied consistently across Microsoft 365 workloads.
Purview Labels & Retention Configurations
Deployment of Microsoft Purview for labelling, retention, and lifecycle control.
SharePoint Syntex Auto-Classification
Automated document classification using AI to improve tagging and metadata accuracy.
Governance Playbooks & Training Assets
Custom documentation and enablement materials to support long-term success.
AI Readiness & Copilot Roadmap
Strategic planning for integrating Copilot and preparing your information architecture for AI.
All outputs are designed to be actionable, scalable, and integrated into your Microsoft 365 tenant with minimal disruption.
Our latest work and insights
Insight
WorkDiscover how a UK charity streamlined IT asset management with Microsoft Power Platform, Dataverse, and Intune integration.
InsightLearn how to create scalable, low-code business apps using Microsoft Power Platform and SharePoint Online. Compare approaches and explore real-world use cases.
InsightWe’ve explored the impact that Business Process Automation (BPA) can have on specific processes and large-scale projects.
Let's Take the First Step Together
Ready to improve your governance, unlock the value of AI, or reduce compliance risk? Contact us to discuss how we can help.
Email makeme@happywired.com
Phone
+44 (0)1246 901755