Course Outline
Introduction to Microsoft 365: 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
- Establishing teams and channels, along with membership management
- Configuring 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 managing external access controls
- Implementing retention policies, eDiscovery, and audit logging for Teams content
- Integrating with apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and access across multiple devices
- Setting file sharing permissions and securing external sharing
- Managing version history, file restoration, and storage quotas
Planner: Task Management for Teams
- Creating plans and buckets, and assigning tasks effectively
- Monitoring progress using labels and due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Using Copilot to draft emails, documents, and summarize meetings
- Developing prompting strategies and verifying AI-generated outputs for accuracy
- Managing privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approval processes, notifications, and file workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Setting up conditional access and MFA for Microsoft 365
- Implementing 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 long-term sustainment plans
Summary and Next Steps
Requirements
- Clear understanding of organizational collaboration requirements
- Practical experience with email clients and basic productivity applications
- Knowledge of corporate IT policies and information governance standards
Target Audience
- Office professionals and team leaders aiming to enhance collaborative efforts
- IT support personnel and administrators responsible for managing Microsoft 365 services
- HR or training coordinators dedicated to supporting 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,
