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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
Testimonials (1)
i learned alot