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Duration 7 hours
Course Outline
1. Introduction and Strategic Alignment (30 min)
- An overview of Microsoft Teams and its synergy with the Microsoft 365 ecosystem
- Understanding the architecture of teams, channels, and permission structures
- Establishing best practices for effective communication and collaboration
2. Optimizing Team Productivity (2h30)
- Managing files efficiently using SharePoint and OneDrive within the Teams environment
- Implementing real-time co-authoring and version control mechanisms
- Strategically creating and utilizing channels and custom tabs
- Conducting effective meetings: setting agendas, managing recordings, and sharing notes
- Leveraging built-in applications to streamline workflows (e.g., Planner, Lists, OneNote)
3. Automation and Tool Connectivity (2h)
- Introduction to workflow automation in Teams using Power Automate
- Building basic flows for notifications, approval processes, and task automation
- Seamless integration with Outlook, Excel, Forms, and other Microsoft 365 services
- Utilizing connectors and bots to automate routine activities and centralize data
4. Advanced Feature Exploration (1h30)
- Leveraging native apps and extensions (including Approvals, Viva Insights, Whiteboard, Loop, and others)
- Productivity enhancements: keyboard shortcuts, templates, and personalized settings
- Practical use cases tailored specifically for sales teams
5. Conclusion and Practical Implementation (30 min)
- A guided exercise to apply the concepts learned during the session
- Open Q&A session and sharing of user experiences
- Summary of best practices and recommendations for ongoing utilization
Course Summary and Recommended Next Steps
Requirements
- A foundational grasp of office productivity software
- Prior experience with Microsoft 365 tools such as Outlook or OneDrive
- Basic familiarity with digital communication and collaboration platforms
Target Audience
- Professionals and teams integrating Microsoft Teams into their daily workflow
- Managers and coordinators looking to elevate communication efficiency and optimize processes
- Individuals aiming to leverage Microsoft Teams alongside Microsoft 365 integration and automation features
Testimonials (1)
i learned alot
