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 Duration 14 hours

Course Outline

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

  • Overview of the platform architecture and licensing models
  • Defining roles and responsibilities for administrators and end-users
  • Fundamentals of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meeting Management

  • Establishing teams and channels, along with membership management
  • Setting up meetings, recording sessions, and utilizing live collaboration tools
  • Best practices for structuring channels and managing file sharing

Microsoft Teams: Advanced Administration and Governance

  • Configuring Teams policies and controlling external access
  • Implementing retention policies, eDiscovery, and audit logging for Teams data
  • Integrating with third-party apps, bots, and connectors

OneDrive for Business: Secure Storage and Sharing

  • Managing sync options, selective sync, and multi-device access
  • Setting file sharing permissions and secure external collaboration
  • Accessing version history, restoring files, and managing storage limits

Planner: Team-Oriented Task Management

  • Creating plans, organizing buckets, and distributing tasks
  • Monitoring progress, applying labels, and setting due dates
  • Synchronizing Planner tasks with Teams and Outlook

Microsoft Copilot: Practical Applications and Controls

  • Utilizing Copilot to draft emails, documents, and generate meeting summaries
  • Employing effective prompting techniques and validating AI-generated content
  • Addressing privacy, data handling, and administrative oversight of Copilot

Integrations and Automation Strategies

  • Linking Planner, Teams, and OneDrive via Power Automate
  • Automating approval processes, notifications, and file handling workflows
  • Leveraging connectors and templates to standardize common business tasks

Security, Compliance, and Administrative Best Practices

  • Implementing conditional access and multi-factor authentication in Microsoft 365
  • Applying data loss prevention, sensitivity labels, and information protection
  • Conducting audits, generating reports, and monitoring user activities

User Adoption, Training, and Change Management

  • Developing role-specific training materials and quick-reference guides
  • Evaluating adoption success metrics and gathering user feedback
  • Identifying internal champions and establishing sustainability plans

Conclusion and Recommended Next Steps

Requirements

  • A clear understanding of the organization's collaboration requirements
  • Practical experience with email systems and standard productivity applications
  • Knowledge of corporate IT regulations and information governance frameworks

Target Audience

  • Corporate professionals and team leaders aiming to enhance collaborative efficiency
  • IT support personnel and administrators responsible for overseeing Microsoft 365 services
  • HR and training managers focused on facilitating successful user adoption

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