Course Outline
Introduction to Microsoft 365: Teams, OneDrive, Planner & Copilot
- Overview of the platform and key licensing considerations
- Defining roles and responsibilities for administrators and end-users
- Foundations of governance, compliance, and data residency requirements
Microsoft Teams: Facilitating Collaboration and Meetings
- Establishing teams and channels, along with managing memberships
- Setting up meetings, managing recordings, and leveraging live collaboration features
- Adopting best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Implementing retention rules, eDiscovery, and audit logging for Teams content
- Integrating third-party apps, bots, and connectors
OneDrive for Business: Managing Personal Storage and Sharing
- Synchronizing files, utilizing selective sync, and accessing data across devices
- Managing file sharing permissions and secure external collaboration
- Navigating version history, restoring files, and managing storage quotas
Planner: Streamlining Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Tracking progress using labels and due dates
- Integrating Planner with Teams and Outlook for seamless workflow
Microsoft Copilot: Practical Applications and Controls
- Using Copilot to draft emails, documents, and meeting summaries efficiently
- Mastering prompting techniques and verifying AI-generated outputs for accuracy
- Addressing privacy concerns, data handling protocols, and admin controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file management workflows
- Leveraging connectors and templates for common business processes
Security, Compliance, and Administrative Best Practices
- Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention measures, sensitivity labels, and information protection strategies
- Conducting audits, generating reports, and monitoring user activity
User Adoption, Training Initiatives, and Change Management
- Designing role-specific training programs and quick-reference guides
- Evaluating adoption success metrics and gathering user feedback
- Establishing internal champions and creating long-term sustainment plans
Summary and Recommended Next Steps
Requirements
- Familiarity with organizational collaboration requirements
- Previous experience using email clients and basic productivity software
- Understanding of corporate IT policies and information governance principles
Target Audience
- Office professionals and team leaders seeking to enhance their collaborative efforts
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR personnel or training coordinators aiming to drive user adoption within their organizations
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,
