Email retention for collaboration

Business Collaboration

Beyond any regulatory or legal imperative, organizations also save emails for business collaboration, where emails get saved in a centralized location accessible by multiple stakeholders. For example, instead of licensing a CRM seat for everyone in finance and accounting, sales teams can save an email or attachment with client contact and billing information on SharePoint where the billing team can see it, further breaking down informational silos.

Account management is another function where business collaboration around emails adds value. When account management colleagues share emails from andsent to customers, anyone in sales can easily get a sense of how the relationship is going before plunging ahead with the annual renewal.

More resources

Best practices for managing email retention policies

Email retention with Microsoft 365

AI and Automation in Email Retention

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