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 Duration 7 hours

Course Outline

1. Introduction and Usage Alignment (30 min)

  • An overview of Microsoft Teams and its deep integration with Microsoft 365
  • The structure of teams, channels, and permission settings
  • Best practices for effective communication and collaboration

2. Enhancing Team Productivity (2h30)

  • Managing files using SharePoint and OneDrive directly within Teams
  • Real-time co-authoring and managing version control
  • Creating and utilizing channels and custom tabs for better organization
  • Conducting productive meetings with agendas, recordings, and shared notes
  • Leveraging built-in apps like Planner, Lists, and OneNote to optimize workflows

3. Automation and Tool Integration (2h)

  • Getting started with automation in Teams using Power Automate
  • Building simple flows for notifications, approvals, and task management
  • Integrating with Outlook, Excel, Forms, and other Microsoft 365 services
  • Utilizing connectors and bots to automate daily activities and centralize data

4. Exploring Advanced Features (1h30)

  • Working with native apps and extensions (e.g., Approvals, Viva Insights, Whiteboard, Loop)
  • Productivity tips including shortcuts, templates, and personalized settings
  • Practical case studies tailored for sales teams

5. Wrap-Up and Practical Application (30 min)

  • A guided exercise to apply the key concepts learned
  • Q&A session and experience sharing
  • Best practices and recommendations for sustained success

Summary and Next Steps

Requirements

  • A foundational understanding of office productivity tools
  • Hands-on experience with Microsoft 365 applications such as Outlook or OneDrive
  • Familiarity with digital communication and collaboration platforms

Target Audience

  • Professionals and teams integrating Microsoft Teams into their daily workflows
  • Managers and coordinators aiming to elevate communication and workflow efficiency
  • Users seeking to harness Teams through deep integration and automation with Microsoft 365

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