Get in Touch
 Duration 7 hours

Course Outline

1. Introduction and Aligning Usage (30 min)

  • An overview of Microsoft Teams and its connectivity with Microsoft 365
  • The architecture of teams, channels, and permission settings
  • Effective strategies for communication and collaborative work

2. Enhancing Team Productivity (2h30)

  • Managing files through SharePoint and OneDrive integrated within Teams
  • Collaborative editing and maintaining version history in real time
  • Strategically creating and utilizing channels and custom tabs
  • Facilitating efficient meetings with agendas, recordings, and shared notes
  • Leveraging built-in applications to streamline workflows (Planner, Lists, OneNote)

3. Automation and Tool Connectivity (2h)

  • Getting started with automation capabilities in Teams via Power Automate
  • Building basic flows for notifications, approvals, and task management
  • Connecting with Outlook, Excel, Forms, and other Microsoft 365 services
  • Utilizing connectors and bots to streamline daily tasks and consolidate information

4. Advanced Feature Exploration (1h30)

  • Utilizing native apps and extensions (including Approvals, Viva Insights, Whiteboard, Loop, etc.)
  • Productivity enhancements: keyboard shortcuts, templates, and personal settings
  • Practical case studies specifically tailored for sales teams

5. Conclusion and Practical Implementation (30 min)

  • A guided exercise to reinforce the concepts learned
  • Open Q&A session and sharing of participant experiences
  • Key takeaways and recommendations for sustained usage

Summary and Next Steps

Requirements

  • Fundamental knowledge of standard office productivity software
  • Prior experience with Microsoft 365 services such as Outlook or OneDrive
  • Comfort with using digital communication and collaboration platforms

Intended Learners

  • Professionals and teams implementing Microsoft Teams for routine collaboration
  • Managers and project coordinators aiming to elevate communication standards and workflow efficiency
  • Individuals looking to maximize the synergy between Teams, Microsoft 365, and automation tools

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories