Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Defining roles and responsibilities for administrators and end-users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels while managing membership
- Setting up meetings, handling recordings, and utilizing live collaboration features
- Best practices for organizing 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 third-party apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Syncing, selective sync, and accessing data across devices
- Managing file sharing permissions and secure external sharing
- Handling version history, data restoration, and storage quotas
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Tracking progress, applying labels, and setting due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Drafting emails, documents, and meeting summaries using Copilot
- Strategies for prompting and verifying AI outputs for accuracy
- Managing privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file workflows
- Leveraging connectors and templates for common business processes
Security, Compliance, and Admin Best Practices
- Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Auditing, reporting, 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
- Cultivating internal champions and establishing sustainment plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Practical experience with email systems and fundamental productivity applications
- Knowledge of corporate IT policies and information governance standards
Target Audience
- Office professionals and team leaders looking to enhance collaboration effectiveness
- IT support staff and administrators aiming to manage Microsoft 365 services efficiently
- HR or training coordinators focused on facilitating 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,
