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 Duration 7 hours

Course Outline

1. Introduction and Alignment of Usage (30 min)

  • An overview of Microsoft Teams and its seamless integration with the Microsoft 365 suite
  • Understanding the architecture of teams, channels, and permission settings
  • Essential best practices for effective communication and collaboration

2. Enhancing Team Productivity (2h30)

  • Managing files effectively using SharePoint and OneDrive within the Teams interface
  • Implementing real-time co-authoring and robust version control
  • Strategically creating and utilizing channels and custom tabs
  • Conducting efficient meetings: structuring agendas, managing recordings, and sharing notes
  • Leveraging built-in applications to refine workflows (including Planner, Lists, and OneNote)

3. Automation and Tool Integration (2h)

  • Getting started with automation capabilities in Teams via Power Automate
  • Designing simple flows for notifications, approval processes, and task management
  • Synchronizing data with Outlook, Excel, Forms, and other Microsoft 365 services
  • Utilizing connectors and bots to automate routine activities and centralize key information

4. Discovering Advanced Features (1h30)

  • Exploring native applications and extensions (such as Approvals, Viva Insights, Whiteboard, and Loop)
  • Tips for maximizing productivity: using shortcuts, templates, and personalized settings
  • Real-world case studies tailored to sales team workflows

5. Recap and Practical Application (30 min)

  • A guided exercise to reinforce and apply the concepts learned
  • Open floor for Q&A and sharing experiences
  • Key recommendations and best practices for ongoing use

Summary and Recommended Next Steps

Requirements

  • A fundamental grasp of office productivity software
  • Hands-on experience with Microsoft 365 applications such as Outlook or OneDrive
  • General familiarity with digital communication and collaboration platforms

Target Audience

  • Professionals and teams integrating Microsoft Teams into their daily operational workflows
  • Managers and coordinators aiming to enhance communication channels and streamline workflow efficiency
  • Users looking to maximize the potential of Teams through deep integration with Microsoft 365 and automation features

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