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Duration 7 hours
Course Outline
1. Introduction and Usage Alignment (30 min)
- An overview of Microsoft Teams and its seamless integration with Microsoft 365
- Understanding the structure of teams, channels, and permission levels
- Establishing best practices for effective communication and collaboration
2. Team Productivity (2h30)
- Managing files efficiently using SharePoint and OneDrive within Teams
- Implementing real-time co-authoring and robust version control
- Strategically creating and utilizing channels and custom tabs
- Conducting effective meetings: setting agendas, managing recordings, and sharing notes
- Leveraging built-in applications to optimize workflows (including Planner, Lists, and OneNote)
3. Automation and Tool Integration (2h)
- Getting started with automation in Teams using Power Automate
- Building simple flows for handling notifications, approvals, and task automation
- Connecting with Outlook, Excel, Forms, and other Microsoft 365 tools
- Utilizing connectors and bots to automate daily activities and centralize data
4. Exploring Additional Features (1h30)
- Utilizing native apps and extensions (such as Approvals, Viva Insights, Whiteboard, Loop, etc.)
- Enhancing productivity with shortcuts, templates, and personalized settings
- Reviewing practical examples tailored specifically for sales teams
5. Wrap-Up and Practical Application (30 min)
- A guided exercise to apply the concepts learned throughout the course
- Q&A session and sharing of participant experiences
- Discussions on best practices and recommendations for ongoing use
Summary and Next Steps
Requirements
- A foundational grasp of office productivity software
- Practical experience with Microsoft 365 applications, such as Outlook or OneDrive
- Basic familiarity with digital communication and collaboration platforms
Target Audience
- Professionals and teams integrating Microsoft Teams into their daily operations
- Managers and coordinators aiming to enhance communication channels and workflow efficiency
- Users looking to maximize the potential of Teams through Microsoft 365 integration and automation capabilities
Testimonials (1)
i learned alot