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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 who wish to improve collaboration
- IT support staff and administrators who wish to manage Microsoft 365 services
- HR or training coordinators who wish to support user adoption
14 Hours
Testimonials (5)
scope of material
Marcin - Instytut Energetyki- Panstwowy Instytut Badawczy
Course - Word dla zaawansowanych
scope of material
Marcin - Instytut Energetyki- Panstwowy Instytut Badawczy
Course - MS Word - poziom podstawowy
Adam was very knowledgeable and had a great layout.
Corey Reis - Lockheed Martin
Course - Advanced Slide Design in PowerPoint
some small tricks regarding image formating and templates - very useful :)
Natalia Wawrzyniak - Akademia Morska w Szczecinie
Course - Advanced MS PowerPoint
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
