Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing details
- Defining roles and responsibilities for administrators and end-users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels while managing member access
- Organizing meetings, recording sessions, and utilizing live collaboration tools
- Best practices for structuring channels and sharing files effectively
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Implementing retention rules, eDiscovery processes, and audit logging for content
- Connecting with third-party apps, bots, and data connectors
OneDrive for Business: Personal Storage and Sharing
- Managing sync settings, selective synchronization, and multi-device access
- Setting file sharing permissions and enabling secure external collaboration
- Navigating version history, restoring files, and managing storage limits
Planner: Task Management for Teams
- Developing plans, organizing buckets, and delegating tasks
- Monitoring progress with labels and due dates
- Synchronizing Planner tasks with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Employing Copilot to compose emails, draft documents, and summarize meetings
- Mastering prompt engineering and validating AI-generated content for accuracy
- Addressing privacy concerns, data handling protocols, and administrative controls for Copilot
Integrations and Automation
- Linking Planner, Teams, and OneDrive through Power Automate
- Streamlining approvals, notifications, and file management workflows
- Leveraging connectors and pre-built templates for standard business processes
Security, Compliance, and Admin Best Practices
- Implementing conditional access policies and Multi-Factor Authentication (MFA) for Microsoft 365
- Deploying data loss prevention measures, sensitivity labels, and information protection strategies
- Conducting audits, generating reports, and monitoring user activity logs
User Adoption, Training, and Change Management
- Designing role-specific training programs and quick-reference guides
- Evaluating adoption metrics and gathering user feedback
- Identifying internal champions and developing long-term sustainment strategies
Summary and Next Steps
Requirements
- A solid grasp of organizational collaboration requirements
- Previous experience with email systems and fundamental productivity applications
- Knowledge of corporate IT policies and information governance principles
Target Audience
- Office staff and team leaders aiming to enhance collaborative efforts
- IT support personnel and administrators responsible for managing Microsoft 365 services
- HR professionals or training coordinators dedicated to supporting user adoption initiatives
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,
