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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.
Testimonials (1)
i learned alot