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 Duration 7 hours

Course Outline

1. Introduction and Usage Alignment (30 min)

  • An overview of Microsoft Teams and its synergy with Microsoft 365
  • The architecture of teams, channels, and permission structures
  • Best practices for effective communication and collaboration

2. Team Productivity (2h30)

  • Managing files using SharePoint and OneDrive embedded within Teams
  • Real-time co-authoring and version control mechanisms
  • Efficiently creating and utilizing channels and custom tabs
  • Conducting effective meetings: setting agendas, recording sessions, and sharing notes
  • Leveraging built-in apps to streamline workflows (Planner, Lists, OneNote)

3. Automation and Tool Integration (2h)

  • Getting started with automation in Teams using Power Automate
  • Developing simple flows for notifications, approvals, and task management
  • Integrating with Outlook, Excel, Forms, and other Microsoft 365 services
  • Utilizing connectors and bots to automate daily routines and centralize data

4. Exploring Additional Features (1h30)

  • Utilizing native apps and extensions (e.g., Approvals, Viva Insights, Whiteboard, Loop)
  • Productivity enhancements: shortcuts, templates, and personalized settings
  • Practical scenarios tailored for sales teams

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

  • A guided exercise to apply the concepts learned
  • Q&A session and experience sharing
  • Best practices and recommendations for ongoing usage

Summary and Next Steps

Requirements

  • Fundamental knowledge of office productivity suites
  • Practical experience with Microsoft 365 applications, such as Outlook or OneDrive
  • Basic familiarity with digital communication and collaboration platforms

Target Audience

  • Professionals and teams implementing Microsoft Teams for day-to-day collaboration
  • Managers and coordinators looking to enhance communication and workflow efficiency
  • Individuals seeking to maximize the potential of Teams through Microsoft 365 integration and automation

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