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Duration 7 hours
Course Outline
1. Introduction and Contextual Alignment (30 min)
- An overview of Microsoft Teams and its synergy with the broader Microsoft 365 ecosystem.
- Understanding the hierarchy of teams, channels, and permission models.
- Key strategies for effective digital communication and teamwork.
2. Enhancing Team Productivity (2h30)
- Managing documentation through SharePoint and OneDrive interfaces within Teams.
- Leveraging real-time co-authoring and robust version control mechanisms.
- Strategic creation and utilization of channels and custom tabs for focused work.
- Facilitating high-quality meetings through structured agendas, recordings, and shared notes.
- Utilizing embedded applications such as Planner, Lists, and OneNote to refine workflows.
3. Automation and Ecosystem Integration (2h)
- Fundamentals of workflow automation within Teams using Power Automate.
- Designing basic flows for automated notifications, approval processes, and task management.
- Synchronizing data and actions across Outlook, Excel, Forms, and other Microsoft 365 tools.
- Employing connectors and bots to automate routine activities and centralize team information.
4. Exploring Advanced Capabilities (1h30)
- Utilizing native applications and extensions, including Approvals, Viva Insights, Whiteboard, and Loop.
- Applying productivity accelerators such as keyboard shortcuts, templates, and personalized settings.
- Case studies and practical scenarios tailored specifically for sales organizations.
5. Conclusion and Applied Practice (30 min)
- A guided session to apply the core concepts learned throughout the training.
- An open forum for Q&A and the exchange of professional insights.
- Final best practices and strategic recommendations for ongoing utilization.
Summary and Future Directions
Requirements
- A foundational grasp of standard office productivity software.
- Practical experience with Microsoft 365 services, including Outlook or OneDrive.
- Comfort with digital communication platforms and collaborative workspaces.
Target Audience
- Professionals and organizational teams integrating Microsoft Teams into their daily operational workflows.
- Leadership and project coordinators looking to enhance communication clarity and process efficiency.
- Individuals seeking to unlock advanced capabilities through deep Microsoft 365 integration and automated workflows.
Testimonials (1)
i learned alot
