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NC Archives »   Government »   Digital Records »   Digital Records Policies and Guidelines »   Microsoft 365: Best Practices and Usage

Microsoft 365: Best Practices and Usage

Executive Agencies and the Department of Information Technology have purchased Microsoft’s Office 365 (O365) subscription services. Office 365 designates subscription plans that include access to Office applications plus other productivity services available via cloud services such as SharePoint and OneDrive for Business. This document offers guidance and best practices for the use of Microsoft 365 by public service employees, with the goal of maintaining continued accessibility of records created in the transaction of public business. 

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20211007_O365bestpractice_final.pdf

PDF • 427.47 KB - October 07, 2021
Electronic Records

Digital Records Policies and Guidelines

  • Archival Process for Data and Image Preservation: The Management and Preservation of Digital Media
  • Best Practices for Cloud Computing: Records Management Considerations
  • Best Practices for Digital Permanence
  • Best Practices for Electronic Communications Usage in North Carolina: Guidelines for Implementing a Strategy for Text and Instant Messages
  • Best Practices for Electronic Communications Usage in North Carolina: Text and Instant Message
  • Best Practices for File-Naming
  • Best Practices for Local Government Social Media Usage in North Carolina
  • Best Practices for State Agency Social Media Usage in North Carolina
  • Checklist for Scanning Contracts
  • Collection Procedures for State Government Web Sites Using Archive-It
  • Conversion of Electronic Records to Microfilm
  • Digital Signature Policy Guidelines
  • DocuSign How-to Guide
  • E-mail as a Public Record in North Carolina: A Policy for Its Retention and Disposition
  • File Format Guidelines for Management and Long-Term Retention of Electronic Records
  • Global Shared Storage Guidelines
  • Guidelines for Digital Imaging Systems
  • Guidelines for E-mail as a Public Record in North Carolina: Tips and Tricks for Using Microsoft Exchange Software to Manage E-mail
  • Guidelines for Maintaining and Preserving Records of Web-Based Activities
  • Guidelines for Managing Trustworthy Digital Public Records
  • Human-Readable Preservation Duplicates
  • Metadata as a Public Record in North Carolina: Best Practices Guidelines for Its Retention and Disposition
  • Microsoft 365: Best Practices and Usage
  • Procedures for Manual Collection of Web-Based Activities
  • Protect Your DVDs and CDs
  • Request for Destruction of Records Reproduced by Electronic Means
  • Sample Electronic Records and Imaging Policy for Use by Local Agencies
  • Security Backup Files as Public Records In North Carolina
  • Standard for Automated Web Site Capture
  • Web Site Content Assessment Table
  • Web Site Description Form

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https://archives.ncdcr.gov/government/digital-records/digital-records-policies-and-guidelines/microsoft-365-best-practices-and-usage