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 Duration 7 hours

Course Outline

1. Overview and Contextual Application (30 min)

  • An introduction to Microsoft Teams and its synergy with the Microsoft 365 ecosystem
  • Understanding the architecture of teams, channels, and permission models
  • Establishing best practices for effective communication and collaboration

2. Enhancing Team Productivity (2h30)

  • Managing files through SharePoint and OneDrive directly within Teams
  • Facilitating real-time co-authoring and managing document version control
  • Setting up and utilizing channels and custom tabs for organized information flow
  • Conducting efficient meetings: structuring agendas, recording sessions, and managing shared notes
  • Leveraging native applications to refine workflows (e.g., Planner, Lists, OneNote)

3. Automation and Tool Connectivity (2h)

  • Fundamentals of automation within Teams using Power Automate
  • Building straightforward flows for notifications, approval processes, and task management
  • Synchronizing with Outlook, Excel, Forms, and other Microsoft 365 services
  • Utilizing connectors and bots to automate routine activities and consolidate information hubs

4. Discovering Advanced Capabilities (1h30)

  • Exploring native applications and extensions (including Approvals, Viva Insights, Whiteboard, Loop, etc.)
  • Boosting efficiency with keyboard shortcuts, templates, and personalized settings
  • Case studies and practical examples tailored for sales teams

5. Conclusion and Practical Implementation (30 min)

  • A guided exercise to reinforce and apply key concepts
  • Open Q&A session and exchange of practical experiences
  • Reviewing best practices and suggestions for sustained usage

Summary and Future Directions

Requirements

  • Fundamental knowledge of office productivity suites
  • Prior experience with Microsoft 365 solutions such as Outlook or OneDrive
  • Basic familiarity with digital communication and collaboration platforms

Target Audience

  • Professionals and groups integrating Microsoft Teams into their daily operational workflows
  • Managers and coordinators focused on enhancing communication clarity and workflow efficiency
  • Individuals looking to maximize the potential of Teams through deep Microsoft 365 integration and automated processes

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