Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Defining roles and responsibilities for administrators and users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels, along with membership management
- Setting up meetings, managing recordings, and utilizing live collaboration features
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Implementing retention, eDiscovery, and audit logging for Teams content
- Integrating applications, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and cross-device access
- Controlling file sharing permissions and secure external sharing
- Handling version history, restoration, and storage quota management
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Monitoring progress, applying labels, and setting due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Employing Copilot for drafting emails, documents, and meeting summaries
- Developing prompting strategies and verifying AI output accuracy
- Managing privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Linking Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file processing workflows
- Utilizing connectors and templates for common business processes
Security, Compliance, and Admin Best Practices
- Setting up conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Conducting audits, reporting, and monitoring user activities
User Adoption, Training, and Change Management
- Designing role-based training modules and quick-reference guides
- Evaluating adoption success and gathering user feedback
- Establishing internal champions and sustaining momentum
Summary and Next Steps
Requirements
- A solid understanding of organizational collaboration requirements
- Proficiency in using email and fundamental productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leads looking to enhance collaborative efficiency
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR or training coordinators focused on supporting successful user adoption
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,
