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Duration 7 hours
Course Outline
1. Introduction and Alignment (30 min)
- Overview of Microsoft Teams and its deep integration with the Microsoft 365 ecosystem
- Understanding the structure of teams, channels, and access permissions
- Best practices for effective communication and teamwork
2. Enhancing Team Productivity (2h 30m)
- Managing files using SharePoint and OneDrive directly within Teams
- Facilitating real-time co-authoring and managing document versions
- Efficiently creating and utilizing channels and custom tabs
- Conducting effective meetings with structured agendas, recordings, and shared notes
- Leveraging built-in applications to optimize workflows (including Planner, Lists, and OneNote)
3. Automation and Tool Integration (2h)
- Introduction to workflow automation within Teams using Power Automate
- Building simple flows for automated notifications, approvals, and task management
- Integrating with Outlook, Excel, Forms, and other Microsoft 365 components
- Utilizing connectors and bots to automate routine activities and centralize data
4. Advanced Features Exploration (1h 30m)
- Using native apps and extensions such as Approvals, Viva Insights, Whiteboard, and Loop
- Productivity tips: utilizing shortcuts, templates, and personalized settings
- Practical case studies specifically tailored for sales teams
5. Conclusion and Practical Application (30 min)
- Guided exercise to reinforce and apply the concepts learned
- Opportunity for Q&A and peer experience sharing
- Final best practices and recommendations for sustained use
Summary and Next Steps
Requirements
- Basic understanding of office productivity tools
- Experience using Microsoft 365 applications such as Outlook or OneDrive
- Familiarity with online communication and collaboration tools
Audience
- Professionals and teams adopting Microsoft Teams for daily collaboration
- Managers and coordinators seeking to improve communication and workflow efficiency
- Users who wish to leverage Teams with Microsoft 365 integration and automation
Testimonials (1)
i learned alot
