Course Outline
Overview of Microsoft 365: Teams, OneDrive, Planner & Copilot
- Introduction to the platform and key licensing factors
- Defining roles and responsibilities for administrators and end-users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Facilitating Collaboration and Meetings
- Establishing teams and channels, and managing member access
- Configuring meetings, handling recordings, and leveraging live collaboration tools
- Best practices for structuring channels and sharing files securely
Microsoft Teams: Advanced Administration and Governance
- Configuring Teams policies and controlling external access
- Implementing retention policies, eDiscovery, and audit logging for Teams content
- Exploring integrations with third-party apps, bots, and connectors
OneDrive for Business: Personal Storage and Secure Sharing
- Managing syncing, selective sync, and cross-device access
- Setting file sharing permissions and enabling secure external collaboration
- Managing version history, file restoration, and storage limits
Planner: Team-Centric Task Management
- Creating plans, organizing buckets, and assigning individual tasks
- Monitoring progress using labels and due dates
- Synchronizing Planner tasks with Teams and Outlook
Microsoft Copilot: Application Scenarios and Management Controls
- Drafting emails, documents, and meeting summaries using Copilot
- Developing effective prompting strategies and validating AI-generated output
- Understanding privacy considerations, data handling, and administrative controls for Copilot
Integrations and Workflow Automation
- Bridging Planner, Teams, and OneDrive via Power Automate
- Automating approval processes, notifications, and file handling workflows
- Utilizing connectors and templates to standardize common business processes
Security, Compliance, and Administrative Best Practices
- Implementing conditional access and Multi-Factor Authentication (MFA) in Microsoft 365
- Applying data loss prevention, sensitivity labels, and information protection measures
- Monitoring user activity through auditing and reporting tools
User Adoption, Training, and Change Management
- Developing role-specific training materials and quick-reference guides
- Tracking adoption metrics and gathering user feedback
- Establishing internal champions and long-term sustainment strategies
Conclusion and Recommendations for Next Steps
Requirements
- A solid understanding of your organization's collaboration requirements
- Practical experience with email clients and basic productivity applications
- Awareness of corporate IT policies and information governance standards
Target Audience
- Office professionals and team leaders seeking to enhance collaboration efficiency
- IT support personnel and administrators responsible for managing Microsoft 365 services
- HR departments or training coordinators aiming to facilitate smooth 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,
