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 Duration 7 hours

Course Outline

1. Introduction and Alignment with Usage (30 min)

  • An overview of Microsoft Teams and its deep integration with the Microsoft 365 suite.
  • Understanding the architecture of teams, channels, and permission structures.
  • Key best practices for effective communication and collaboration.

2. Enhancing Team Productivity (2h30)

  • Managing files within Teams using SharePoint and OneDrive backends.
  • Leveraging real-time co-authoring and maintaining version control.
  • Strategic creation and utilization of channels and custom tabs.
  • Conducting effective meetings: structuring agendas, utilizing recordings, and managing shared notes.
  • Optimizing workflows with built-in applications such as Planner, Lists, and OneNote.

3. Automation and Tool Integration (2h)

  • Getting started with automation capabilities in Teams using Power Automate.
  • Building simple flows for notifications, approval processes, and task automation.
  • Seamless integration with Outlook, Excel, Forms, and other Microsoft 365 components.
  • Utilizing connectors and bots to automate daily routines and centralize information flow.

4. Exploring Advanced Features (1h30)

  • Leveraging native apps and extensions like Approvals, Viva Insights, Whiteboard, and Loop.
  • Productivity enhancements: utilizing shortcuts, templates, and personalized settings.
  • Case studies and practical examples tailored for sales teams.

5. Conclusion and Practical Application (30 min)

  • A guided exercise to reinforce and apply the concepts learned.
  • Open Q&A session and sharing of experiences.
  • Final best practices and recommendations for sustained usage.

Summary and Next Steps

Requirements

  • A foundational grasp of general office productivity suites.
  • Hands-on experience with Microsoft 365 services, including Outlook and OneDrive.
  • Comfort with digital communication and team collaboration platforms.

Target Audience

  • Professionals and teams transitioning to Microsoft Teams for daily operational needs.
  • Managers and coordinators aiming to boost communication clarity and workflow efficiency.
  • Users eager to harness the full potential of Teams through deep Microsoft 365 integration and automation capabilities.

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Provisional Upcoming Courses (Require 5+ participants)

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