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Exchange Online retention and storage

Retention controls how long mail is kept and what happens to it afterwards. Two screens work together:

  • Retention policy tags define individual rules — a period and an action, such as moving to archive or deleting.
  • Retention policy groups tags into a policy applied to mailboxes.

Build tags first, then assemble them into a policy.

Retention is usually a compliance requirement rather than housekeeping. Where a customer is subject to one, the period is theirs to state and yours to implement.

Reports what the tenant’s mailboxes consume, with a detail view per mailbox.

Archiving is usually the better answer than a licence upgrade for a user who genuinely needs their history: mail moved to an archive stops counting against the primary mailbox limit while staying available.