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 Duration 7 hours

Course Outline

1. Overview and Usage Context (30 min)

  • Fundamentals of Microsoft Teams and its synergy with Microsoft 365
  • Understanding the architecture of teams, channels, and access rights
  • Effective strategies for communication and group cooperation

2. Enhancing Team Efficiency (2h30)

  • Managing documents via SharePoint and OneDrive integrated within Teams
  • Simultaneous editing and document version management
  • Effective creation and utilization of channels and custom tabs
  • Conducting effective meetings: setting agendas, recording sessions, and managing shared notes
  • Leveraging native applications to refine processes (Planner, Lists, OneNote)

3. Automation and System Integration (2h)

  • Overview of automation capabilities in Teams using Power Automate
  • Developing basic workflows for alerts, approvals, and task handling
  • Connecting with Outlook, Excel, Forms, and other Microsoft 365 services
  • Utilizing connectors and bots to automate routine activities and consolidate data

4. Exploring Extended Capabilities (1h30)

  • Utilizing native add-ons and extensions (such as Approvals, Viva Insights, Whiteboard, Loop, etc.)
  • Efficiency tips: keyboard shortcuts, pre-built templates, and personal settings
  • Case studies specifically tailored for sales teams

5. Conclusion and Practical Implementation (30 min)

  • Supervised practice to reinforce key concepts
  • Open discussion and peer learning exchange
  • Recommendations and best practices for ongoing usage

Conclusion and Path Forward

Requirements

  • Foundational knowledge of office productivity software
  • Prior experience with Microsoft 365 services, such as Outlook or OneDrive
  • General familiarity with digital communication and cooperative tools

Target Audience

  • Professionals and groups implementing Microsoft Teams for everyday operations
  • Leaders and project coordinators aiming to enhance communication clarity and workflow speed
  • Individuals seeking to maximize the potential of Teams through Microsoft 365 integration and automated processes

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