Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and key licensing factors
- Defining roles and responsibilities for both 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 tools
- Best practices for organizing channels and sharing files effectively
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Implementing retention policies, eDiscovery, and audit logging for Teams content
- Integrating third-party apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing sync, selective sync, and access across multiple devices
- Setting file sharing permissions and secure external sharing protocols
- Utilizing version history, restoring files, and managing storage limits
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning specific tasks
- Monitoring progress, applying labels, and setting due dates
- Integrating Planner with Teams and Outlook for a cohesive experience
Microsoft Copilot: Practical Use Cases and Controls
- Employing Copilot to draft emails, documents, and meeting recaps
- Developing prompting strategies and validating AI-generated outputs for accuracy
- Ensuring privacy, data handling compliance, and applying admin controls for Copilot
Integrations and Automation
- Linking Planner, Teams, and OneDrive with Power Automate
- Automating approval processes, notifications, and file handling workflows
- Leveraging connectors and templates to standardize common business processes
Security, Compliance, and Admin Best Practices
- Implementing conditional access and multi-factor authentication (MFA) for Microsoft 365
- Applying data loss prevention, sensitivity labels, and information protection strategies
- Conducting audits, reporting, and monitoring user activities
User Adoption, Training, and Change Management
- Developing role-specific training modules and quick-reference guides
- Evaluating adoption success metrics and gathering user feedback
- Cultivating internal champions and establishing sustainability plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Practical experience with email and standard productivity applications
- Knowledge of corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leaders aiming to enhance collaborative efficiency
- IT support personnel and administrators responsible for managing Microsoft 365 services
- HR or training coordinators focused on driving 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,
