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Duration 7 hours
Course Outline
1. Introduction and Alignment with Usage (30 min)
- An overview of Microsoft Teams and its seamless integration with the Microsoft 365 ecosystem
- Understanding the hierarchy of teams, channels, and permission structures
- Establishing best practices for effective communication and group collaboration
2. Maximising Team Productivity (2h30)
- Managing files efficiently using SharePoint and OneDrive directly within Teams
- Implementing real-time co-authoring and managing version control
- Effectively setting up and utilising channels and custom tabs
- Conducting high-quality meetings: setting agendas, managing recordings, and sharing notes
- Leveraging native applications to streamline workflows (Planner, Lists, OneNote)
3. Automation and Cross-Tool Integration (2h)
- Getting started with workflow automation in Teams using Power Automate
- Building basic flows for notifications, approval processes, and task management
- Synchronising data with Outlook, Excel, Forms, and other Microsoft 365 services
- Employing connectors and bots to automate routine activities and centralise critical information
4. Discovering Advanced Capabilities (1h30)
- Utilising native applications and extensions (including Approvals, Viva Insights, Whiteboard, Loop, etc.)
- Applying productivity shortcuts, templates, and personalisation settings
- Case studies and examples specifically tailored for sales teams
5. Conclusion and Practical Application (30 min)
- A guided exercise to reinforce and apply the concepts covered
- Open Q&A session and sharing of peer experiences
- Final best practices and recommendations for ongoing utilisation
Summary and Next Steps
Requirements
- Fundamental knowledge of standard office productivity software
- Hands-on experience with Microsoft 365 services such as Outlook or OneDrive
- General familiarity with digital communication and collaboration platforms
Target Audience
- Individuals and teams integrating Microsoft Teams into their daily operational routines
- Leaders and project coordinators aiming to enhance communication clarity and workflow efficiency
- Users eager to harness the full potential of Teams through Microsoft 365 connectivity and automation capabilities
Testimonials (1)
i learned alot
