Course Outline
Overview of Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform architecture and licensing considerations
- Defined roles and responsibilities for administrators and users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meeting Management
- Establishing teams and channels, and overseeing membership
- Configuring meetings, recordings, and live collaboration tools
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and managing external access controls
- Implementing retention policies, eDiscovery, and audit logging for Teams content
- Integrating applications, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- File syncing, selective sync options, and cross-device accessibility
- Managing file sharing permissions and secure external sharing
- Accessing version history, restoring files, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and distributing tasks
- Monitoring progress, applying labels, and setting due dates
- Connecting Planner with Teams and Outlook
Microsoft Copilot: Practical Applications and Controls
- Drafting emails, documents, and meeting summaries using Copilot
- Developing prompting strategies and validating AI outputs for accuracy
- Managing privacy, data handling, and administrative controls for Copilot usage
Integrations and Automation
- Linking Planner, Teams, and OneDrive with Power Automate
- Automating approval processes, notifications, and file workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Administrative Best Practices
- Setting up conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Conducting audits, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Developing role-specific training materials and quick-reference guides
- Assessing adoption success and gathering user feedback
- Establishing internal champions and long-term sustainment plans
Conclusion and Recommended Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Proficiency in using email and basic productivity applications
- Knowledge of corporate IT policies and information governance standards
Target Audience
- Office professionals and team leads looking to enhance collaboration
- IT support staff and administrators aiming to manage 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,
