Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations.
- Roles and responsibilities for administrators and end-users.
- Foundations of governance, compliance, and data residency.
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels, along with managing membership.
- Setting up meetings, recording sessions, and utilising live collaboration features.
- Best practices for organising channels and sharing files effectively.
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access.
- Managing retention, eDiscovery, and audit logging for Teams content.
- Integrating with third-party apps, bots, and connectors.
OneDrive for Business: Personal Storage and Sharing
- Synchronising files, selective sync, and accessing data across devices.
- Managing file sharing permissions and secure external sharing protocols.
- Utilising version history, restoring previous versions, and managing storage quotas.
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks to team members.
- Tracking progress using labels and due dates.
- Integrating Planner with Teams and Outlook for seamless workflow.
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 implications, data handling, and admin controls for Copilot usage.
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate.
- Automating approvals, notifications, and file workflows.
- Using 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 measures.
- Auditing, reporting on, and monitoring user activity.
User Adoption, Training, and Change Management
- Designing role-based training programmes and quick-reference guides.
- Measuring adoption success and collecting user feedback.
- Establishing internal champions and sustainability plans.
Summary and Next Steps
Requirements
- A solid understanding of organisational collaboration requirements.
- Experience using email and basic productivity applications.
- Familiarity with corporate IT policies and information governance frameworks.
Target Audience
- Office professionals and team leads aiming to improve collaboration efficiency.
- IT support staff and administrators responsible for managing Microsoft 365 services.
- HR personnel or training coordinators seeking to support user adoption initiatives.
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,
