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
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, and 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 managing external access controls
- 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 enabling secure external sharing
- Accessing version history, restoring files, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks
- Tracking progress, applying labels, and managing due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Utilizing Copilot to draft emails, documents, and meeting summaries
- Developing prompting strategies and verifying AI outputs for accuracy
- Managing privacy, data handling, and admin controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file workflows
- Utilizing 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
- Conducting audits, generating reports, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-based training programs and quick-reference guides
- Measuring adoption success and collecting user feedback
- Establishing internal champions and sustaining engagement plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration needs
- Experience using email and basic productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leads looking to enhance collaboration
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR or training coordinators aiming to support 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,
