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 Duration 7 hours

Course Outline

1. Introduction and Alignment of Usage (30 min)

  • Overview of Microsoft Teams and its seamless integration with Microsoft 365.
  • Understanding the structure of teams, channels, and permission settings.
  • Best practices for effective communication and collaboration.

2. Team Productivity (2h30)

  • Managing files using SharePoint and OneDrive within the Teams environment.
  • Real-time co-authoring and maintaining version control.
  • Creating and utilizing channels and custom tabs for maximum effectiveness.
  • Holding productive meetings: setting agendas, recording sessions, and managing shared notes.
  • Leveraging built-in applications to optimize workflows (including Planner, Lists, and OneNote).

3. Automation and Tool Integration (2h)

  • Introduction to workflow automation within Teams using Power Automate.
  • Developing simple flows for notifications, approval processes, and task automation.
  • Integrating with Outlook, Excel, Forms, and other Microsoft 365 tools.
  • Utilizing connectors and bots to automate daily activities and centralize information.

4. Exploring Advanced Features (1h30)

  • Utilizing native applications and extensions (such as Approvals, Viva Insights, Whiteboard, and Loop).
  • Productivity tips: utilizing shortcuts, templates, and personalized settings.
  • Practical examples tailored specifically for sales teams.

5. Wrap-Up and Practical Application (30 min)

  • Guided exercise to apply the concepts learned throughout the session.
  • Q&A session and sharing of practical experiences.
  • Best practices and recommendations for sustained usage.

Summary and Next Steps

Requirements

  • A foundational understanding of office productivity tools.
  • Prior experience with Microsoft 365 applications such as Outlook or OneDrive.
  • Familiarity with digital communication and collaboration platforms.

Target Audience

  • Professionals and teams implementing Microsoft Teams for daily collaborative work.
  • Managers and coordinators looking to enhance communication and workflow efficiency.
  • Users aiming to leverage Microsoft Teams through Microsoft 365 integration and automation capabilities.

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