Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing implications
- Defining roles and responsibilities for both administrators and users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels while managing membership
- Configuring meetings, recordings, and real-time collaboration features
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Setting Teams policies and controlling external access
- 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 accessibility
- Controlling file sharing permissions and secure external sharing
- Handling version history, restoration, and storage quotas
Planner: Task Management for Teams
- Developing plans, creating buckets, and assigning tasks
- Monitoring progress, using labels, and managing due dates
- Syncing Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Drafting emails, documents, and meeting summaries using Copilot
- Developing prompting strategies and validating AI outputs for accuracy
- Ensuring privacy, proper data handling, and configuring admin controls for Copilot
Integrations and Automation
- Linking Planner, Teams, and OneDrive via Power Automate
- Automating approval processes, notifications, and file workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Implementing conditional access and MFA for Microsoft 365
- Applying data loss prevention, sensitivity labels, and information protection
- Conducting audits, reporting, and monitoring user activities
User Adoption, Training, and Change Management
- Developing role-specific training and quick-reference guides
- Evaluating adoption success and gathering user feedback
- Cultivating internal champions and establishing sustainment plans
Summary and Next Steps
Requirements
- A solid grasp of your organization's collaboration requirements
- Hands-on experience with email clients and foundational productivity applications
- Awareness of corporate IT policies and information governance standards
Target Audience
- Office professionals and team leaders looking to enhance collaborative efforts
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR and training coordinators focused on supporting smooth 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
Every step of the way, I was learning something.
