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Duration 7 hours
Course Outline
1. Orientation and Functional Alignment (30 minutes)
- An in-depth look at Microsoft Teams and its synergy with Microsoft 365
- Understanding the hierarchy of teams, channels, and access rights
- Strategies for effective communication and collaborative working
2. Maximizing Team Productivity (2 hours 30 minutes)
- Document administration through SharePoint and OneDrive embedded in Teams
- Simultaneous editing and managing document versions
- Strategically setting up and utilizing channels and custom tabs
- Conducting effective meetings: structuring agendas, capturing recordings, and sharing notes
- Leveraging native applications to refine processes (including Planner, Lists, and OneNote)
3. Automation and System Integration (2 hours)
- Overview of workflow automation within Teams using Power Automate
- Developing basic flows for alerts, approval processes, and task management
- Seamless connectivity with Outlook, Excel, Forms, and other Microsoft 365 services
- Employing connectors and chatbots to automate routine tasks and consolidate data
4. Advanced Features and Extensions (1 hour 30 minutes)
- Utilizing native plugins and add-ons (such as Approvals, Viva Insights, Whiteboard, and Loop)
- Efficiency boosters: keyboard shortcuts, document templates, and personalized settings
- Scenario-based examples specifically tailored for sales teams
5. Conclusion and Practical Implementation (30 minutes)
- A structured exercise to consolidate key learnings
- Interactive Q&A session and peer experience exchange
- Final best practices and guidance for sustained usage
Key Takeaways and Future Directions
Requirements
- Fundamental knowledge of standard business productivity software
- Prior exposure to Microsoft 365 components like Outlook or OneDrive
- General familiarity with digital communication and cooperative working tools
Target Audience
- Individuals and groups incorporating Microsoft Teams into their daily operational routines
- Leadership and project coordinators aiming to refine communication channels and process efficiency
- Professionals looking to maximize the utility of Teams through Microsoft 365 synergies and automated workflows
Testimonials (1)
i learned alot
