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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

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