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 Duration 14 hours

Course Outline

Introduction to Microsoft 365: Teams, OneDrive, Planner & Copilot

  • Platform overview and licensing implications
  • Defining roles and responsibilities for administrators and end-users
  • Fundamentals of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meetings

  • Establishing teams and channels, along with membership management
  • Setting up meetings, handling recordings, and utilizing 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 third-party apps, bots, and connectors

OneDrive for Business: Personal Storage and Sharing

  • Managing syncing, selective sync, and cross-device access
  • Controlling file sharing permissions and secure external sharing
  • Managing version history, restoring files, and monitoring storage quotas

Planner: Task Management for Teams

  • Creating plans, organizing 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

Integrations and Automation

  • Connecting Planner, Teams, and OneDrive with Power Automate
  • Automating approvals, notifications, and file workflows
  • Leveraging connectors and templates for standard business processes

Security, Compliance, and Admin Best Practices

  • Configuring conditional access and MFA for Microsoft 365
  • Implementing data loss prevention, sensitivity labels, and information protection
  • Auditing, 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
  • Developing internal champions and sustainability plans

Summary and Next Steps

Requirements

  • A clear understanding of organizational collaboration requirements
  • Practical experience with email and fundamental productivity applications
  • Familiarity with corporate IT policies and information governance standards

Target Audience

  • Office professionals and team leads aiming to enhance collaborative efforts
  • IT support staff and administrators responsible for managing Microsoft 365 services
  • HR or training coordinators focused on facilitating user adoption

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