Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Roles and responsibilities for administrators and end-users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, and 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 external access controls
- Managing retention, eDiscovery, and audit logs for Teams content
- Integrating applications, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Syncing, selective sync, and access across devices
- Managing file sharing permissions and secure external sharing
- Tracking version history, restoring files, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks
- Monitoring progress, labels, and due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Drafting emails, documents, and meeting summaries using Copilot
- Strategies for prompting and verifying AI output accuracy
- Privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Connecting Planner, Teams, and OneDrive via Power Automate
- Automating approvals, notifications, and file workflows
- Using connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Configuring conditional access and MFA for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Auditing, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Developing role-based training and quick-reference guides
- Measuring adoption success and gathering user feedback
- Cultivating internal champions and creating sustainment plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Proficiency in using email and fundamental productivity applications
- Knowledge of corporate IT policies and information governance standards
Target Audience
- Office professionals and team leads aiming to enhance collaborative efforts
- IT support personnel 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,
