Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and considerations regarding licensing.
- Clarification of roles and responsibilities for both administrators and end-users.
- Foundational concepts of governance, compliance, and data residency.
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels, along with managing membership access.
- Setting up meetings, handling recordings, and utilizing live collaboration features.
- Implementing best practices for organizing channels and sharing files effectively.
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access.
- Managing retention rules, eDiscovery processes, and audit logging for Teams content.
- Integrating with various applications, bots, and connectors.
OneDrive for Business: Personal Storage and Sharing
- Mastery of syncing options, selective sync, and accessing files across devices.
- Managing file sharing permissions and ensuring secure external sharing practices.
- Leveraging version history, restoration features, and managing storage quotas.
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks to team members.
- Monitoring progress using labels and tracking due dates.
- Integrating Planner seamlessly with Teams and Outlook.
Microsoft Copilot: Practical Use Cases and Controls
- Employing Copilot to draft emails, develop documents, and summarize meetings.
- Developing effective prompting strategies and verifying AI outputs for accuracy.
- Addressing privacy concerns, data handling protocols, and administering Copilot usage controls.
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate.
- Automating approval workflows, notifications, and file management processes.
- Leveraging connectors and templates to streamline common business operations.
Security, Compliance, and Admin Best Practices
- Configuring conditional access policies and Multi-Factor Authentication (MFA) for Microsoft 365.
- Implementing data loss prevention measures, sensitivity labels, and information protection strategies.
- Conducting audits, generating reports, and monitoring user activity effectively.
User Adoption, Training, and Change Management
- Designing role-specific training programs and creating quick-reference guides.
- Evaluating adoption success metrics and gathering user feedback.
- Identifying internal champions and developing sustainability plans for long-term success.
Summary and Next Steps
Requirements
- A solid understanding of organizational collaboration requirements
- Practical experience with email systems and basic productivity applications
- Familiarity with corporate IT policies and information governance principles
Target Audience
- Office professionals and team leaders seeking to enhance their collaborative efforts.
- IT support staff and administrators responsible for managing Microsoft 365 services.
- HR personnel or training coordinators focused on supporting user adoption of new tools.
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,
