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 users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, along with managing membership
- Setting up meetings, recordings, 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 logs for Teams content
- Integrating applications, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing sync, selective sync, and cross-device access
- Configuring file sharing permissions and secure external sharing
- Utilizing version history, restoration features, and managing storage quotas
Planner: Task Management for Teams
- Creating plans and buckets, and assigning tasks
- Monitoring progress, using labels, and setting due dates
- Connecting Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Drafting emails, documents, and meeting summaries using Copilot
- Applying prompting strategies and validating AI outputs for accuracy
- Ensuring privacy, proper data handling, and administrative controls for Copilot
Integrations and Automation
- Linking Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file-related workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Implementing conditional access and MFA for Microsoft 365
- Applying data loss prevention, sensitivity labels, and information protection
- Auditing, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Developing role-based training materials and quick-reference guides
- Evaluating adoption success and gathering user feedback
- Establishing internal champions and creating sustainment plans
Summary and Next Steps
Requirements
- Understanding of organizational collaboration requirements
- Experience using email and basic productivity applications
- Familiarity with corporate IT policies and information governance
Target Audience
- Office professionals and team leads aiming to enhance 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,
