Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing implications
- Roles and responsibilities for administrators and users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels, and managing membership
- Setting up meetings, recordings, and live collaboration tools
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Managing retention, eDiscovery, and audit logging for Teams content
- Integrating with apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Syncing, selective sync, and accessing files across devices
- Managing file sharing permissions and secure external sharing
- Reviewing version history, restoring files, and monitoring storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks
- Monitoring progress, labels, and due dates
- Connecting Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Using Copilot to draft emails, documents, and meeting summaries
- Developing prompting strategies and validating AI outputs for accuracy
- Managing privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Connecting Planner, Teams, and OneDrive via Power Automate
- Automating approvals, notifications, and file workflows
- Utilizing connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Setting up conditional access and MFA for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Conducting audits, reporting, and monitoring user activities
User Adoption, Training, and Change Management
- Developing role-based training and quick-reference guides
- Evaluating adoption success and gathering user feedback
- Establishing internal champions and sustaining plans
Summary and Next Steps
Requirements
- A solid understanding of organizational collaboration requirements
- Experience with email and fundamental productivity applications
- Knowledge of corporate IT policies and information governance
Target Audience
- Office professionals and team leads aiming to enhance collaboration
- IT support staff and administrators looking to manage Microsoft 365 services
- HR or training coordinators seeking 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,
