Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing considerations
- Roles and responsibilities for administrators and end-users
- Basics of governance, compliance, and data residency
Microsoft Teams: Facilitating Collaboration and Meetings
- Creating teams and channels, along with 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 with third-party apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing Solutions
- Synchronizing files, selective sync options, and accessing data across devices
- Managing file sharing permissions and secure external sharing protocols
- Accessing version history, restoring previous versions, and managing storage quotas
Planner: Streamlining Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Tracking progress, applying labels, and setting due dates
- Seamlessly integrating Planner with Teams and Outlook
Microsoft Copilot: Real-World Use Cases and Controls
- Employing Copilot to draft emails, documents, and meeting summaries
- Effective prompting strategies and verifying AI outputs for accuracy
- Maintaining privacy, data handling standards, and admin controls for Copilot usage
Integrations and Automation Capabilities
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approval processes, notifications, and file workflows
- Leveraging connectors and templates for common business processes
Security, Compliance, and Administrative Best Practices
- Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection measures
- Conducting audits, generating reports, and monitoring user activity
User Adoption, Training, and Change Management Strategies
- Designing role-based training programs and creating quick-reference guides
- Evaluating adoption success rates and gathering user feedback
- Developing internal champions and establishing sustainability plans
Summary and Next Steps
Requirements
- A solid understanding of organizational collaboration requirements
- Hands-on experience with email and basic productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leaders aiming to enhance collaboration
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR or training coordinators focused on supporting user adoption
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,
