Course Outline
Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot
- Overview of the platform and licensing considerations
- Defining roles and responsibilities for administrators and users
- Foundations of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels, and managing membership
- Configuring meetings, recordings, and live collaboration tools
- Best practices for organizing channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Configuring Teams policies and external access restrictions
- Implementing retention policies, eDiscovery, and audit logging for Teams content
- Integrating third-party apps, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Managing syncing, selective sync, and access across multiple devices
- Setting file sharing permissions and secure external sharing options
- Handling version history, file restoration, and storage quota management
Planner: Task Management for Teams
- Creating plans, buckets, and assigning individual tasks
- Monitoring progress through labels and due dates
- Connecting Planner with Teams and Outlook
Microsoft Copilot: Practical Applications and Controls
- Using Copilot to draft emails, documents, and meeting recaps
- Developing prompting strategies and verifying AI-generated outputs for accuracy
- Managing privacy, data handling, and administrative controls for Copilot
Integrations and Automation
- Linking Planner, Teams, and OneDrive with Power Automate
- Automating approval processes, notifications, and file workflows
- Utilizing connectors and templates for standard business processes
Security, Compliance, and Administrative Best Practices
- Setting up conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Conducting audits, reporting, and monitoring user activity
User Adoption, Training, and Change Management
- Developing role-based training materials and quick-reference guides
- Evaluating adoption success and gathering user feedback
- Establishing internal champions and sustainment plans
Summary and Next Steps
Requirements
- A clear understanding of organizational collaboration requirements
- Practical experience with email and fundamental productivity applications
- Knowledge of corporate IT policies and information governance frameworks
Intended Audience
- Office professionals and team leaders seeking to enhance collaborative efforts
- IT support personnel and administrators responsible for managing Microsoft 365 services
- HR or training coordinators focused on facilitating user adoption
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
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Testimonials (2)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
well-prepared training, interesting topics
