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
- Setting up meetings, recording options, and live collaboration features
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Managing retention, eDiscovery, and audit logging for Teams content
- Integrating with apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Sincing files, selective sync, and accessing data across devices
- Setting file sharing permissions and ensuring secure external sharing
- Using version history, restoring files, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Tracking progress with 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
- Employing effective prompting strategies and verifying AI output accuracy
- Managing 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 multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Auditing, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-based training programs and quick-reference guides
- Measuring adoption success and collecting user feedback
- Building internal champions and creating sustainment plans
Summary and Next Steps
Requirements
- A solid understanding of organizational collaboration needs
- Experience using email and basic productivity applications
- Familiarity with corporate IT policies and information governance
Target Audience
- Office professionals and team leads aiming to improve collaboration
- IT support staff and administrators responsible for managing Microsoft 365 services
- HR or training coordinators focused on supporting 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,
