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 Duration 7 hours

Course Outline

1. Introduction and Operational Context (30 min)

  • A comprehensive overview of Microsoft Teams and its synergy with Microsoft 365
  • Understanding the architecture of teams, channels, and access permissions
  • Key strategies for effective communication and team cooperation

2. Maximizing Team Productivity (2h30)

  • Managing files using SharePoint and OneDrive embedded within Teams
  • Real-time co-authoring and managing document versions
  • Strategically creating and utilizing channels and custom tabs
  • Conducting efficient meetings with structured agendas, recordings, and shared notes
  • Leveraging built-in applications like Planner, Lists, and OneNote to streamline workflows

3. Automation and System Integration (2h)

  • Getting started with automation capabilities in Teams using Power Automate
  • Developing basic flows for handling notifications, approvals, and task management
  • Connecting with Outlook, Excel, Forms, and other Microsoft 365 ecosystem tools
  • Employing connectors and bots to automate routine activities and consolidate information

4. Discovering Extended Capabilities (1h30)

  • Utilizing native apps and add-ons (including Approvals, Viva Insights, Whiteboard, Loop, etc.)
  • Productivity hacks: utilizing shortcuts, templates, and personalized settings
  • Case studies and practical examples customized for sales teams

5. Conclusion and Practical Review (30 min)

  • A guided exercise to reinforce the concepts learned
  • Open discussion for questions and sharing of experiences
  • Final best practices and recommendations for sustained usage

Summary and Future Recommendations

Requirements

  • Fundamental knowledge of standard office productivity software
  • Prior experience working with Microsoft 365 services like Outlook or OneDrive
  • General familiarity with digital communication and collaborative platforms

Target Audience

  • Individual professionals and groups looking to adopt Microsoft Teams for their daily operations
  • Managers and project coordinators aiming to refine communication channels and workflow efficiency
  • Users interested in maximizing the value of Teams through deep integration with Microsoft 365 and automation tools

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