Course Outline
Introduction to Microsoft 365: Teams, OneDrive, Planner, and Copilot
- Overview of the platform and licensing considerations
- Defining roles and responsibilities for administrators and users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels while managing membership
- Configuring meetings, recordings, and live collaboration features
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Administration and Governance
- Configuring Teams policies and controlling external access
- Implementing retention, eDiscovery, and audit logging for Teams content
- Integrating with applications, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and cross-device access
- Setting file sharing permissions and enabling secure external sharing
- Handling version history, restoration, and storage quotas
Planner: Team Task Management
- Creating plans, organizing buckets, and assigning tasks
- Monitoring progress, applying labels, and setting due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Applications and Controls
- Drafting emails, documents, and meeting summaries using Copilot
- 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 via Power Automate
- Automating approval processes, notifications, and file workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Administrative Best Practices
- Setting up conditional access and 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
- Designing role-specific training 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
- Proficiency in using email and fundamental productivity applications
- Acknowledgment of corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leaders seeking to enhance collaborative efforts
- IT support personnel and administrators aiming to oversee Microsoft 365 services
- HR or training coordinators focused on supporting user adoption strategies
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,
