Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- 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, recording sessions, and utilizing live collaboration features
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and external access controls
- Implementing retention, eDiscovery, and audit logging for Teams content
- Integrating with apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Synchronization, selective sync, and cross-device access
- Managing file sharing permissions and secure external sharing
- Utilizing version history, restoring files, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks
- Tracking 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 meeting summaries
- Effective prompting strategies and verifying AI output accuracy
- Privacy, data handling, and administrative controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file workflows
- Leveraging connectors and templates for common business processes
Security, Compliance, and Admin Best Practices
- Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Auditing, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-based training and quick-reference guides
- Measuring adoption success and collecting user feedback
- Developing internal champions and sustainment plans
Summary and Next Steps
Requirements
- Familiarity with organizational collaboration needs
- Experience with email and basic productivity applications
- Understanding of corporate IT policies and information governance
Audience
- Office professionals and team leaders aiming to improve collaboration
- IT support staff and administrators looking to manage Microsoft 365 services
- HR or training coordinators focused on 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,
