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 end-users
- Fundamentals of governance, compliance, and data residency
Microsoft Teams: Collaboration and Meetings
- Establishing teams and channels while managing membership
- Configuring meetings, handling recordings, and utilizing live collaboration features
- Best practices for structuring channels and sharing files
Microsoft Teams: Advanced Management and Governance
- Setting Teams policies and controlling external access
- Implementing retention rules, eDiscovery, and audit logging for Teams content
- Integrating with applications, bots, and connectors
OneDrive for Business: Personal Storage and Sharing
- Syncing files, applying selective sync, and enabling cross-device access
- Managing file sharing permissions and secure external distribution
- Utilizing version history, restoring files, and managing storage limits
Planner: Task Management for Teams
- Creating plans, organizing buckets, and assigning tasks
- Monitoring progress, applying labels, and tracking due dates
- Integrating Planner with Teams and Outlook
Microsoft Copilot: Practical Use Cases and Controls
- Employing Copilot to draft emails, create documents, and summarize meetings
- Developing prompting strategies and verifying AI outputs for precision
- Addressing privacy, data handling, and administrative controls for Copilot usage
Integrations and Automation
- Linking Planner, Teams, and OneDrive with Power Automate
- Automating approval processes, notifications, and file workflows
- Leveraging connectors and templates for standard business processes
Security, Compliance, and Admin Best Practices
- Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
- Implementing data loss prevention, sensitivity labels, and information protection
- Auditing, 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
- Cultivating internal champions and establishing sustainment plans
Summary and Next Steps
Requirements
- A clear understanding of the organization's collaboration requirements
- Practical experience with email systems and fundamental productivity applications
- Knowledge of corporate IT policies and information governance frameworks
Target Audience
- Office professionals and team leaders looking to enhance collaborative efficiency
- IT support personnel and administrators responsible for managing Microsoft 365 services
- Human resources or training coordinators aiming to facilitate user adoption
Testimonials (3)
The basic structure of Power BI, its main functions, as well as some advanced functions
Alessandro Binaghi - Great Place to Work(R) Institute Italia Srl
Course - PL-300: Microsoft Power BI Data Analyst
Everything, is a new platform for me and everything was interesting.
Sergiu
Course - AZ-104T00-A: Microsoft Azure Administrator
Thank you for the informative and wonderful course. I would also like to thank the trainer Mr. Ahmed El Gendy for delivering the information in a very smooth and understandable manner. I have benefited greatly from this course and can confidently say that I now understand all the topics and can apply them practically.
