Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations.
- Roles and responsibilities for administrators and users.
- Basics of governance, compliance, and data residency.
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, and managing membership.
- Setting up meetings, recordings, and utilizing live collaboration features.
- Best practices for organizing channels and sharing files.
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and setting 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 sync, selective sync, and cross-device access.
- Configuring file sharing permissions and secure external sharing options.
- Utilizing version history, restoring files, and managing storage quotas.
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks.
- Tracking progress using labels and due dates.
- Integrating Planner with Teams and Outlook.
Microsoft Copilot: Practical Use Cases and Controls
- Using Copilot to draft emails, documents, and meeting summaries.
- Employing effective prompting strategies and verifying AI outputs for accuracy.
- Understanding 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.
- Leveraging connectors and templates for common business processes.
Security, Compliance, and Admin Best Practices
- Configuring conditional access and MFA for Microsoft 365.
- Implementing data loss prevention, sensitivity labels, and information protection measures.
- 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.
- Building a network of internal champions and developing sustainment plans.
Summary and Next Steps
Requirements
- A foundational understanding of organizational collaboration requirements.
- Experience with email and basic productivity applications.
- Familiarity with corporate IT policies and information governance frameworks.
Audience
- Office professionals and team leaders aiming to enhance collaboration.
- IT support staff and administrators tasked with managing Microsoft 365 services.
- HR or training coordinators focused on supporting 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,
