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 Duration 7 hours

Course Outline

1. Introduction and Alignment with Usage (30 min)

  • Overview of Microsoft Teams and its seamless integration with Microsoft 365
  • Understanding the architecture of teams, channels, and permission structures
  • Best practices for effective communication and collaboration

2. Enhancing Team Productivity (2h30)

  • Managing files within Teams using SharePoint and OneDrive
  • Real-time co-authoring and managing version control
  • Efficiently creating and utilizing channels and custom tabs
  • Conducting productive meetings: setting agendas, recording sessions, and sharing notes
  • Leveraging built-in applications to streamline workflows (Planner, Lists, OneNote)

3. Automation and Tool Integration (2h)

  • Introduction to workflow automation in Teams via Power Automate
  • Designing simple flows for notifications, approval processes, and task automation
  • Integrating with Outlook, Excel, Forms, and other Microsoft 365 components
  • Utilizing connectors and bots to automate daily activities and centralize data

4. Exploring Advanced Features (1h30)

  • Using native applications and extensions (such as Approvals, Viva Insights, Whiteboard, and Loop)
  • Productivity tips: keyboard shortcuts, templates, and personalized settings
  • Practical use cases tailored for sales teams

5. Conclusion and Practical Application (30 min)

  • Guided exercise to reinforce learned concepts
  • Q&A session and sharing of experiences
  • Recommendations and best practices for sustained usage

Summary and Next Steps

Requirements

  • A foundational understanding of standard office productivity tools.
  • Prior experience with Microsoft 365 applications, including Outlook or OneDrive.
  • General familiarity with online communication and collaboration platforms.

Audience

  • Professionals and teams utilizing Microsoft Teams for daily operational collaboration.
  • Managers and coordinators looking to enhance communication clarity and workflow efficiency.
  • Users seeking to leverage the deep integration and automation capabilities of Teams within the Microsoft 365 suite.

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