Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Roles and responsibilities for admins and users
- Basics of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, managing membership
- Meeting setup, recordings, and live collaboration features
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Managing retention, eDiscovery, and audit logging for Teams content
- Integrating with apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Syncing, selective sync, and accessing files across devices
- Setting file sharing permissions and secure external sharing
- Using version history, restoring files, 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
- Addressing 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
- Implementing data loss prevention, sensitivity labels, and information protection
- Auditing, 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
- Building internal champions and sustainment plans
Summary and Next Steps
Requirements
- Familiarity with organizational collaboration requirements
- Experience using email and basic productivity applications
- Understanding of corporate IT policies and information governance
Audience
- Office professionals and team leads aiming to improve collaboration
- IT support staff and administrators focused on managing Microsoft 365 services
- HR or training coordinators supporting user adoption efforts
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,
