Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and key licensing considerations
- Defining roles and responsibilities for administrators and end-users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels while managing membership effectively
- Configuring meetings, recordings, and leveraging live collaboration features
- Best practices for organizing channels and sharing files securely
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and managing external access controls
- Implementing retention, eDiscovery, and audit logging for Teams content
- Integrating with various apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and cross-device access
- Handling file sharing permissions and secure external sharing
- Utilizing version history, restore capabilities, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and efficiently assigning tasks
- Monitoring progress, applying labels, and tracking due dates
- Integrating Planner seamlessly with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Leveraging Copilot to draft emails, documents, and meeting summaries
- Developing prompting strategies and verifying AI outputs for accuracy
- Understanding privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Connecting Planner, Teams, and OneDrive using Power Automate
- Automating approval processes, notifications, and file workflows
- Utilizing connectors and templates to streamline common business processes
Security, Compliance, and Admin Best Practices
- Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Auditing, reporting on, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-based training programs and quick-reference guides
- Measuring adoption success and gathering actionable user feedback
- Developing internal champions and sustaining adoption plans
Summary and Next Steps
Requirements
- A solid understanding of organizational collaboration requirements
- Practical experience using email and basic productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leads aiming to enhance collaboration efficiency
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR or training coordinators dedicated to supporting user adoption and success
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,
