Microsoft 365 for Teams, OneDrive, Planner & Copilot: Productivity and Governance Training Course
Microsoft 365 is a comprehensive suite of cloud-based productivity and collaboration tools that includes Teams, OneDrive, Planner, and Copilot, designed to support modern workplace workflows.
This instructor-led, live training (available online or on-site) is targeted at intermediate-level professionals who aim to leverage Microsoft 365 capabilities to enhance productivity, governance, and cross-team collaboration.
Upon completing this training, participants will be able to:
- Set up and manage Teams for efficient team collaboration and effective meeting practices.
- Utilize OneDrive for secure file storage, sharing, and version control.
- Plan and track work using Planner and integrate tasks seamlessly into team workflows.
- Make use of Copilot to speed up document drafting, meeting summaries, and data insights.
Format of the Course
- Interactive demonstrations paired with guided, hands-on labs.
- Scenario-driven exercises that mirror real organizational workflows.
- Practical sessions focusing on configuration, governance, and best practices for user adoption.
Course Customization Options
- We can customize examples, governance checklists, and hands-on labs to align with your organization's policies and environment.
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
Open Training Courses require 5+ participants.
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