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 Duration 7 hours

Course Outline

1. Introduction and Alignment of Use (30 min)

  • A comprehensive look at Microsoft Teams and its synergy with Microsoft 365.
  • Understanding the architecture of teams, channels, and permission structures.
  • Key best practices for effective communication and team collaboration.

2. Enhancing Team Productivity (2h30)

  • Managing files seamlessly using SharePoint and OneDrive within Teams.
  • Implementing real-time co-authoring and robust version control.
  • Strategically creating and utilizing channels and custom tabs.
  • Conducting efficient meetings with structured agendas, recordings, and shared notes.
  • Leveraging built-in applications like Planner, Lists, and OneNote to refine workflows.

3. Automation and Tool Integration (2h)

  • Fundamentals of automation within Teams via Power Automate.
  • Developing simple flows for notifications, approvals, and task management.
  • Integrating with Outlook, Excel, Forms, and other essential Microsoft 365 tools.
  • Utilizing connectors and bots to automate daily routines and centralize data.

4. Exploring Advanced Features (1h30)

  • Discovering native apps and extensions, including Approvals, Viva Insights, Whiteboard, and Loop.
  • Productivity shortcuts, template usage, and personalized settings.
  • Real-world application examples tailored specifically for sales teams.

5. Conclusion and Practical Application (30 min)

  • A guided exercise to reinforce the concepts learned during the session.
  • Open Q&A session and sharing of experiences.
  • Final best practices and recommendations for sustained optimal use.

Summary and Next Steps

Requirements

  • Fundamental knowledge of general office productivity software.
  • Practical experience with Microsoft 365 applications, such as Outlook or OneDrive.
  • Basic familiarity with digital communication and collaboration platforms.

Target Audience

  • Professionals and teams implementing Microsoft Teams for their daily collaborative efforts.
  • Managers and coordinators looking to elevate communication standards and workflow efficiency.
  • Users eager to maximize the potential of Teams through Microsoft 365 integration and automation features.

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