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 Duration 7 hours

Course Outline

1. Overview and Contextual Alignment (30 min)

  • Exploring the role of Microsoft Teams and its deep integration with Microsoft 365.
  • Understanding the architecture of teams, channels, and access controls.
  • Establishing best practices for effective communication and team dynamics.

2. Advancing Team Efficiency (2h30)

  • Managing documents using SharePoint and OneDrive capabilities within Teams.
  • Leveraging real-time co-authoring features and version control mechanisms.
  • Strategically creating and utilizing channels and custom tabs for organized workflows.
  • Conducting effective meetings with structured agendas, recording capabilities, and shared notes.
  • Optimizing daily operations using built-in applications like Planner, Lists, and OneNote.

3. Automation and Cross-Tool Integration (2h)

  • Foundations of process automation within Teams using Power Automate.
  • Designing simple flows for notifications, approval processes, and task management.
  • Synchronizing workflows with Outlook, Excel, Forms, and other key Microsoft 365 services.
  • Deploying connectors and bots to automate routine activities and centralize data access.

4. Discovering Advanced Capabilities (1h30)

  • Utilizing native applications and extensions, including Approvals, Viva Insights, Whiteboard, and Loop.
  • Applying productivity-enhancing tips such as keyboard shortcuts, templates, and personalized settings.
  • Examining practical case studies specifically tailored for sales teams.

5. Conclusion and Practical Implementation (30 min)

  • Guided practical session to reinforce the concepts learned during the course.
  • Open forum for Q&A and exchange of professional experiences.
  • Review of best practices and recommendations for sustaining long-term usage.

Course Summary and Future Directions

Requirements

  • Foundational knowledge of standard office productivity software.
  • Prior usage experience with Microsoft 365 services, such as Outlook or OneDrive.
  • General familiarity with digital communication and collaborative platforms.

Target Audience

  • Individuals and teams integrating Microsoft Teams into their daily operational workflows.
  • Leaders and project coordinators focused on optimizing communication and process efficiency.
  • Professionals looking to harness the full potential of Teams through Microsoft 365 integration and automation capabilities.

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