Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing considerations
- Defining roles and responsibilities for administrators and users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, and managing membership
- Setting up meetings, handling recordings, and utilizing live collaboration features
- 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 managing storage quotas
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Monitoring progress, applying labels, and setting due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Utilizing Copilot for drafting emails, documents, and meeting summaries
- Developing prompting strategies and validating AI outputs for accuracy
- Addressing privacy, data handling, and administrative controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive via Power Automate
- Automating approvals, notifications, and file workflows
- Employing 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, generating reports, and monitoring user activity
User Adoption, Training, and Change Management
- Developing role-based training materials and quick-reference guides
- Evaluating adoption success and gathering user feedback
- Establishing internal champions and sustainability plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Experience with email and basic productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leads seeking to enhance collaboration
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR or training coordinators aiming 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,
