Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations.
- Roles and responsibilities for admins and users.
- Governance, compliance, and data residency basics.
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, and managing membership.
- Meeting setup, recordings, and live collaboration features.
- Best practices for channel organization and file sharing.
Microsoft Teams: Advanced Management and Governance
- Teams policy configuration and external access controls.
- Retention, eDiscovery, and audit logging for Teams content.
- Integrations with apps, bots, and connectors.
OneDrive for Business: Personal Storage and Sharing
- Syncing, selective sync, and cross-device access.
- File sharing permissions and secure external sharing.
- Version history, restore, and managing storage quotas.
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks.
- Tracking progress, 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.
- Prompting strategies and verifying AI outputs for accuracy.
- Privacy, data handling, and admin controls for Copilot usage.
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate.
- Automating approvals, notifications, and file workflows.
- Using connectors and templates for common business processes.
Security, Compliance, and Admin Best Practices
- Configuring conditional access and MFA for Microsoft 365.
- Data loss prevention, sensitivity labels, and information protection.
- Audit, 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.
- Creating internal champions and sustainment plans.
Summary and Next Steps
Requirements
- Understanding of organizational collaboration needs.
- Experience using email and basic productivity applications.
- Familiarity with corporate IT policies and information governance.
Audience
- Office professionals and team leads aiming to improve collaboration.
- IT support staff and administrators looking to manage Microsoft 365 services.
- HR or training coordinators seeking to support 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,
