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Duration 7 hours
Course Outline
1. Introduction and Usage Alignment (30 min)
- Overview of Microsoft Teams and its synergy with Microsoft 365
- Understanding the hierarchy of teams, channels, and permissions
- Establishing best practices for effective communication and teamwork
2. Team Productivity (2h30)
- Managing files via SharePoint and OneDrive within the Teams interface
- Implementing real-time co-authoring and managing version history
- Strategically creating and utilizing channels and custom tabs
- Conducting effective meetings: structuring agendas, recording sessions, and sharing notes
- Leveraging built-in applications to enhance workflows (e.g., Planner, Lists, OneNote)
3. Automation and Tool Integration (2h)
- Getting started with automation capabilities in Teams using Power Automate
- Building basic flows for notifications, approval processes, and task handling
- Connecting with Outlook, Excel, Forms, and other Microsoft 365 services
- Utilizing connectors and bots to automate routine activities and consolidate information
4. Exploring Additional Features (1h30)
- Utilizing native apps and extensions (including Approvals, Viva Insights, Whiteboard, Loop, etc.)
- Productivity enhancements: utilizing shortcuts, templates, and personalized settings
- Case studies and practical examples tailored for sales teams
5. Wrap-Up and Practical Application (30 min)
- Guided practical exercise to reinforce learned concepts
- Open Q&A session and sharing of user experiences
- Final best practices and recommendations for sustained utilization
Summary and Next Steps
Requirements
- Fundamental knowledge of office productivity software
- Experience with Microsoft 365 applications, such as Outlook or OneDrive
- Basic familiarity with digital communication and collaboration platforms
Target Audience
- Professionals and teams integrating Microsoft Teams into their daily operational routines
- Managers and coordinators aiming to enhance communication clarity and workflow efficiency
- Users seeking to maximize the potential of Teams through Microsoft 365 integration and automation
Testimonials (1)
i learned alot
