Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing considerations
- Defining roles and responsibilities for administrators and end-users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels, and managing membership
- Setting up meetings, recording sessions, and utilizing live collaboration features
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and managing external access controls
- Implementing retention policies, eDiscovery, and audit logging for Teams content
- Integrating third-party apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and cross-device access
- Configuring file sharing permissions and secure external sharing
- Managing version history, file restoration, and storage quotas
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Tracking progress using labels and due dates
- Integrating Planner with Teams and Outlook for seamless task flow
Microsoft Copilot: Practical Use Cases and Controls
- Utilizing Copilot for drafting emails, documents, and meeting summaries
- Developing prompting strategies and verifying AI outputs for accuracy
- Managing privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Connecting Planner, Teams, and OneDrive using Power Automate
- Automating approvals, notifications, and file management workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Conducting audits, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Developing role-based training materials and quick-reference guides
- Evaluating adoption success and gathering user feedback
- Cultivating internal champions and establishing sustainment plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Practical experience with email and fundamental productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leaders aiming to enhance collaborative efficiency
- IT support personnel and administrators responsible for managing Microsoft 365 services
- HR or training coordinators focused on supporting user adoption and change management
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,
