Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Roles and responsibilities for administrators and users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, and managing membership
- Setting up meetings, recordings, and leveraging 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 files, selective sync, and cross-device access
- Managing file sharing permissions and secure external sharing
- Utilizing version history, restore options, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks
- Tracking progress, applying labels, and managing due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Using Copilot to draft emails, documents, and meeting summaries
- Developing prompting strategies and verifying AI outputs for accuracy
- Understanding privacy, data handling, and administrative controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file workflows
- Utilizing connectors and templates for common business processes
Security, Compliance, and Admin Best Practices
- Configuring 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
- Designing role-based training and quick-reference guides
- Measuring adoption success and gathering user feedback
- Cultivating internal champions and establishing sustainment plans
Summary and Next Steps
Requirements
- A solid understanding of your organization's collaboration requirements
- Experience using email and basic productivity applications
- Familiarity with corporate IT policies and information governance standards
Target Audience
- Office professionals and team leads aiming to enhance collaboration
- IT support staff and administrators seeking to manage Microsoft 365 services
- HR or training coordinators looking to support 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,
