Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing considerations.
- Defining roles and responsibilities for administrators and end-users.
- Fundamentals of governance, compliance, and data residency.
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, along with membership management.
- Configuring meetings, managing recordings, and utilizing live collaboration features.
- Best practices for structuring 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 with apps, bots, and connectors.
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and cross-device access.
- Setting file sharing permissions and ensuring secure external sharing.
- Managing version history, restore options, and storage quotas.
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks.
- Tracking progress using labels and due dates.
- Integrating Planner with Teams and Outlook.
Microsoft Copilot: Practical Use Cases and Controls
- Drafting emails, documents, and meeting summaries using Copilot.
- Developing prompting strategies and verifying AI outputs for accuracy.
- Managing privacy, data handling, and administrative controls for Copilot usage.
Integrations and Automation
- Connecting Planner, Teams, and OneDrive using Power Automate.
- Automating approvals, notifications, and file-based workflows.
- Leveraging connectors and templates for common business processes.
Security, Compliance, and Admin Best Practices
- Configuring conditional access and MFA for Microsoft 365.
- Implementing data loss prevention, sensitivity labels, and information protection.
- Conducting audits, generating reports, and monitoring user activity.
User Adoption, Training, and Change Management
- Designing role-based training materials and quick-reference guides.
- Measuring adoption success and gathering user feedback.
- Establishing internal champions and sustainability plans.
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements.
- Practical experience with email and standard 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 aiming to drive 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,
