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 Duration 7 hours

Course Outline

1. Introduction and Usage Alignment (30 min)

  • An overview of Microsoft Teams and its seamless integration with Microsoft 365.
  • Understanding the structure of teams, channels, and permission models.
  • Best practices for effective communication and collaboration.

2. Team Productivity (2h30)

  • Managing files using SharePoint and OneDrive within the Teams environment.
  • Real-time co-authoring and managing version control.
  • Effective creation and utilization of channels and custom tabs.
  • Conducting productive meetings, including agendas, recordings, and shared notes.
  • Leveraging built-in applications to optimize workflows (such as Planner, Lists, and OneNote).

3. Automation and Tool Integration (2h)

  • An introduction to automation within Teams via Power Automate.
  • Building simple flows for notifications, approvals, and task automation.
  • Integrating with Outlook, Excel, Forms, and other Microsoft 365 tools.
  • Utilizing connectors and bots to automate daily activities and centralize information.

4. Exploring Additional Features (1h30)

  • Using native apps and extensions, including Approvals, Viva Insights, Whiteboard, Loop, and others.
  • Productivity tips covering shortcuts, templates, and customized settings.
  • Practical examples tailored specifically for sales teams.

5. Wrap-Up and Practical Application (30 min)

  • A guided exercise to apply the concepts learned during the course.
  • Q&A session and opportunities for experience sharing.
  • Best practices and recommendations for ongoing use.

Summary and Next Steps

Requirements

  • A foundational understanding of office productivity tools.
  • Prior experience using Microsoft 365 applications, such as Outlook or OneDrive.
  • General familiarity with online communication and collaboration platforms.

Target Audience

  • Professionals and teams who are adopting Microsoft Teams for their daily collaborative efforts.
  • Managers and coordinators aiming to enhance communication and workflow efficiency.
  • Users seeking to leverage Teams through Microsoft 365 integration and automation capabilities.

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