Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Platform overview and licensing considerations
- Roles and responsibilities for admins and users
- Governance, compliance, and data residency basics
Microsoft Teams: Collaboration and Meetings
- Creating teams and channels and managing membership
- Meeting setup, recordings, and live collaboration features
- Best practices for channel organization and file sharing
Microsoft Teams: Advanced Management and Governance
- Teams policy configuration and external access controls
- Retention, eDiscovery, and audit logging for Teams content
- Integrations with apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Syncing, selective sync, and cross-device access
- File sharing permissions and secure external sharing
- Version history, restore, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, buckets, and assigning tasks
- Tracking progress, labels, and due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Using Copilot to draft emails, documents, and meeting summaries
- Prompting strategies and verifying AI outputs for accuracy
- Privacy, 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 MFA for Microsoft 365
- Data loss prevention, sensitivity labels, and information protection
- Audit, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-based training and quick-reference guides
- Measuring adoption success and collecting user feedback
- Creating internal champions and sustainment plans
Summary and Next Steps
Requirements
- An understanding of organizational collaboration needs
- Experience using email and basic productivity apps
- Familiarity with corporate IT policies and information governance
Audience
- Office professionals and team leads who wish to improve collaboration
- IT support staff and administrators who wish to manage Microsoft 365 services
- HR or training coordinators who wish to support user adoption
Testimonials (5)
active interaction between trainer and participants
DEEWEELYN DE LUNA - TRACTEBEL RED INC.
Course - Financial Analysis in Excel
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
The fact he had dif excel and data sheets with exercises for us to do.
Deepakie Singh Sodhi - Queens College, CUNY
Course - Excel For Statistical Data Analysis
The guy was really helpful and knowledgeable and i really learned a lot in two days.