Course Outline
Introduction to Microsoft 365 Ecosystem: Teams, OneDrive, Planner & Copilot
- Overview of the platform and key licensing considerations.
- Defining roles and responsibilities for administrators and end-users.
- Fundamentals of governance, compliance, and data residency.
Microsoft Teams: Collaboration and Meeting Management
- Establishing teams and channels, along with membership management.
- Configuring meetings, handling recordings, and utilizing live collaboration tools.
- Best practices for organizing channels and sharing files effectively.
Advanced Microsoft Teams Management and Governance
- Configuring team policies and setting up external access controls.
- Implementing retention rules, eDiscovery, and audit logging for content.
- Connecting with third-party apps, bots, and connectors.
OneDrive for Business: Personal Storage and Sharing Strategies
- Managing sync settings, selective sync, and accessing files across devices.
- Configuring file sharing permissions and secure external sharing options.
- Leveraging version history, restoration features, and storage quota management.
Planner: Streamlining Task Management for Teams
- Developing plans, organizing buckets, and assigning specific tasks.
- Monitoring progress, applying labels, and tracking due dates.
- Seamlessly integrating Planner with Teams and Outlook.
Microsoft Copilot: Practical Applications and Controls
- Using Copilot to draft emails, create documents, and summarize meetings.
- Effective prompting techniques and validating AI-generated outputs for accuracy.
- Managing privacy, data handling protocols, and administrative controls.
Integrations and Automation Solutions
- Linking Planner, Teams, and OneDrive with Power Automate.
- Automating approval processes, notifications, and file workflows.
- Utilizing connectors and templates for standard business procedures.
Security, Compliance, and Administrative Best Practices
- Setting up conditional access and Multi-Factor Authentication (MFA) for Microsoft 365.
- Implementing data loss prevention measures, sensitivity labels, and information protection.
- Conducting audits, generating reports, and monitoring user activity.
User Adoption, Training, and Change Management
- Designing role-specific training programs and quick-reference guides.
- Evaluating adoption success metrics and gathering user feedback.
- Building a network of internal champions and establishing sustainment plans.
Course Summary and Future Steps
Requirements
- A solid understanding of organizational collaboration requirements
- Practical experience with email systems and basic productivity applications
- Familiarity with corporate IT policies and information governance standards
Target Audience
- Office professionals and team leaders aiming to enhance collaboration efforts.
- IT support staff and administrators responsible for managing Microsoft 365 services.
- HR personnel or training coordinators looking to drive user adoption initiatives.
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,
