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Duration 7 hours
Course Outline
1. Introduction and Usage Alignment (30 min)
- Overview of Microsoft Teams and its synergy with Microsoft 365.
- Understanding the structure of teams, channels, and access permissions.
- Best practices for effective communication and collaboration.
2. Enhancing Team Productivity (2h30)
- Managing files efficiently using SharePoint and OneDrive within Teams.
- Utilizing real-time co-authoring and version control features.
- Creating and leveraging channels and custom tabs for organized workflows.
- Conducting effective meetings: setting agendas, recording sessions, and managing shared notes.
- Leveraging built-in applications to optimize processes (Planner, Lists, OneNote).
3. Automation and Tool Integration (2h)
- Getting started with automation in Teams using Power Automate.
- Building simple flows for notifications, approval processes, and task management.
- Integrating with Outlook, Excel, Forms, and other Microsoft 365 utilities.
- Employing connectors and bots to automate daily activities and centralize data.
4. Exploring Advanced Features (1h30)
- Discovering native apps and extensions (including Approvals, Viva Insights, Whiteboard, Loop, and more).
- Productivity shortcuts: utilizing templates and customized settings for efficiency.
- Real-world examples tailored specifically for sales teams.
5. Wrap-Up and Practical Application (30 min)
- A guided exercise to reinforce the concepts learned throughout the course.
- Q&A session and sharing of professional experiences.
- Final best practices and recommendations for sustained usage.
Summary and Next Steps
Requirements
- Fundamental knowledge of office productivity tools.
- Practical experience with Microsoft 365 applications, such as Outlook or OneDrive.
- Familiarity with digital communication and collaboration platforms.
Target Audience
- Professionals and teams integrating Microsoft Teams into their daily collaborative workflows.
- Managers and coordinators focused on elevating communication quality and workflow efficiency.
- Users seeking to maximize the potential of Teams through Microsoft 365 integrations and automation capabilities.
Testimonials (1)
i learned alot
