Course Outline
Introduction to Microsoft 365: Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing considerations
- 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 while managing membership structures
- Setting up meetings, managing recordings, and utilising live collaboration features
- Best practices for organising channels and managing file sharing
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and controlling external access
- Implementing retention rules, eDiscovery, and audit logging for Teams content
- Integrating with apps, bots, and connectors for extended functionality
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and cross-device access
- Controlling file sharing permissions and secure external sharing
- Tracking version history, restoring files, and managing storage quotas
Planner: Task Management for Teams
- Creating plans, defining buckets, and assigning tasks
- Monitoring progress, applying labels, and setting due dates
- Integrating Planner with Teams and Outlook for cohesive task management
Microsoft Copilot: Practical Use Cases and Controls
- Drafting emails, documents, and meeting summaries using Copilot
- Employing effective prompting strategies and verifying AI outputs for accuracy
- Managing privacy, data handling, and administrative controls for Copilot usage
Integrations and Automation
- Connecting Planner, Teams, and OneDrive with Power Automate
- Automating approvals, notifications, and file handling workflows
- Utilising connectors and templates to streamline 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
- Conducting audits, generating reports, and monitoring user activity
User Adoption, Training, and Change Management
- Designing role-based training programmes and quick-reference guides
- Measuring adoption success and gathering user feedback
- Developing internal champions and sustainment plans to maintain engagement
Summary and Next Steps
Requirements
- A clear understanding of the organisation’s collaboration requirements
- Practical experience with email and fundamental productivity applications
- Familiarity with corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leads looking to enhance collaboration efficiencies
- IT support staff and administrators aiming to manage Microsoft 365 services effectively
- HR or training coordinators seeking to support smooth user adoption
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,
