Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Defining roles and responsibilities for administrators and users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels while 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
- 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 cross-device access
- Controlling file sharing permissions and secure external sharing
- Managing version history, restoration, and 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
- Employing prompting strategies and verifying AI outputs for accuracy
- Managing privacy, data handling, and admin controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive via 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 MFA for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Monitoring user activity through audit logs and reporting
User Adoption, Training, and Change Management
- Designing role-based training and quick-reference guides
- Measuring adoption success and gathering user feedback
- Establishing internal champions and sustainment plans
Summary and Next Steps
Requirements
- A solid understanding of organizational collaboration requirements
- Practical experience using email and fundamental productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Audience
- Office professionals and team leads aiming to enhance collaboration
- IT support staff and administrators seeking 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,
