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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.
Testimonials (1)
i learned alot