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Course Outline

Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot

  • Platform overview and licensing considerations.
  • Roles and responsibilities for admins and users.
  • Governance, compliance, and data residency basics.

Microsoft Teams: Collaboration and Meetings

  • Creating teams and channels, and managing membership.
  • Meeting setup, recordings, and live collaboration features.
  • Best practices for channel organization and file sharing.

Microsoft Teams: Advanced Management and Governance

  • Teams policy configuration and external access controls.
  • Retention, eDiscovery, and audit logging for Teams content.
  • Integrations with apps, bots, and connectors.

OneDrive for Business: Personal Storage and Sharing

  • Syncing, selective sync, and cross-device access.
  • File sharing permissions and secure external sharing.
  • Version history, restore, and managing storage quotas.

Planner: Task Management for Teams

  • Creating plans, buckets, and assigning tasks.
  • Tracking progress, labels, and due dates.
  • Integrating Planner with Teams and Outlook.

Microsoft Copilot: Practical Use Cases and Controls

  • Using Copilot to draft emails, documents, and meeting summaries.
  • Prompting strategies and verifying AI outputs for accuracy.
  • Privacy, data handling, and admin controls for Copilot usage.

Integrations and Automation

  • Connecting Planner, Teams, and OneDrive with Power Automate.
  • Automating approvals, notifications, and file workflows.
  • Using connectors and templates for common business processes.

Security, Compliance, and Admin Best Practices

  • Configuring conditional access and MFA for Microsoft 365.
  • Data loss prevention, sensitivity labels, and information protection.
  • Audit, reporting, and monitoring user activity.

User Adoption, Training, and Change Management

  • Designing role-based training and quick-reference guides.
  • Measuring adoption success and collecting user feedback.
  • Creating internal champions and sustainment plans.

Summary and Next Steps

Requirements

  • An understanding of organizational collaboration needs.
  • Experience using email and basic productivity apps.
  • Familiarity with corporate IT policies and information governance.

Audience

  • Office professionals and team leads seeking to improve collaboration.
  • IT support staff and administrators responsible for managing Microsoft 365 services.
  • HR or training coordinators aiming to support user adoption.
 14 Hours

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.
Investment

Price per private group, online live training, starting from 3200 € + VAT*

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