Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing considerations
- Defining roles and responsibilities for administrators and end-users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels while managing membership
- Configuring meetings, recordings, and live collaboration tools
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Implementing retention, eDiscovery, and audit logging for Teams content
- Integrating with third-party apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and cross-device access
- Setting file sharing permissions and secure external sharing rules
- Accessing version history, restoring files, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Tracking progress, applying labels, and setting due dates
- Linking Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Utilizing Copilot to draft emails, documents, and meeting summaries
- Developing prompting strategies and validating AI output accuracy
- Managing privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Connecting Planner, Teams, and OneDrive via Power Automate
- Automating approval processes, notifications, and file workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Setting up conditional access and MFA for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Conducting audits, generating reports, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-specific training and quick-reference guides
- Measuring adoption success and gathering user feedback
- Building internal champions and creating sustainment plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Practical experience with email and fundamental productivity applications
- Awareness of corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leads seeking to enhance collaborative efficiency
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR or training coordinators focused on driving 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,
