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Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Roles and responsibilities for admins and users
- Governance, compliance, and data residency basics
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels and managing membership
- Meeting setup, recordings, and live collaboration features
- Best practices for channel organization and file sharing
Microsoft Teams: Advanced Management and Governance
- Teams policy configuration and external access controls
- Retention, eDiscovery, and audit logging for Teams content
- Integrations with apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Syncing, selective sync, and cross-device access
- File sharing permissions and secure external sharing
- Version history, restore, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks
- Tracking progress, labels, and due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Using Copilot to draft emails, documents, and meeting summaries
- Prompting strategies and verifying AI outputs for accuracy
- Privacy, data handling, and admin controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file workflows
- Using connectors and templates for common business processes
Security, Compliance, and Admin Best Practices
- Configuring conditional access and MFA for Microsoft 365
- Data loss prevention, sensitivity labels, and information protection
- Audit, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-based training and quick-reference guides
- Measuring adoption success and collecting user feedback
- Creating internal champions and sustainment plans
Summary and Next Steps
Requirements
- An understanding of organizational collaboration needs
- Experience using email and basic productivity apps
- Familiarity with corporate IT policies and information governance
Audience
- Office professionals and team leads who wish to improve collaboration
- IT support staff and administrators who wish to manage Microsoft 365 services
- HR or training coordinators who wish to support user adoption
14 Hours
Testimonials (5)
active interaction between trainer and participants
DEEWEELYN DE LUNA - TRACTEBEL RED INC.
Course - Financial Analysis in Excel
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
The second day as Power Bi is a really friendly tool, and clearly Costas knows it very well, it was really good to learn about that tool. Unfortunately we have to see Power pivot in excel first which is really not user friendly but definitely a must see first in order to understand how Power Bi works, and it makes Power Bi look super cool :)
Anne-Cecile Jacquot - Ameropa
Course - Excel to Power BI
The fact he had dif excel and data sheets with exercises for us to do.
