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Duration 7 hours
Course Outline
1. Introduction and Usage Alignment (30 min)
- Overview of Microsoft Teams and its synergy with Microsoft 365
- Understanding the structure of teams, channels, and permission settings
- Best practices for effective communication and collaboration
2. Team Productivity (2h30)
- Managing files via SharePoint and OneDrive within the Teams interface
- Real-time co-authoring and managing version control
- Creating and utilizing channels and custom tabs for organized workspaces
- Conducting efficient meetings: managing agendas, recordings, and shared notes
- Leveraging built-in apps to enhance workflows (Planner, Lists, OneNote)
3. Automation and Tool Integration (2h)
- Getting started with automation in Teams via Power Automate
- Developing simple flows for notifications, approvals, and task management
- Connecting with Outlook, Excel, Forms, and other Microsoft 365 services
- Utilizing connectors and bots to automate daily routines and centralize data
4. Exploring Additional Features (1h30)
- Utilizing native apps and extensions (such as Approvals, Viva Insights, Whiteboard, Loop, etc.)
- Productivity shortcuts: templates, keyboard commands, and personalized settings
- Practical case studies tailored for sales teams
5. Wrap-Up and Practical Application (30 min)
- Guided exercise to reinforce learned concepts
- Q&A session and sharing of experiences
- Recommendations and best practices for ongoing usage
Summary and Next Steps
Requirements
- A foundational grasp of office productivity tools.
- Practical experience with Microsoft 365 applications, such as Outlook or OneDrive.
- Familiarity with digital communication and collaboration platforms.
Target Audience
- Professionals and teams integrating Microsoft Teams into their daily workflows.
- Managers and coordinators looking to boost communication clarity and workflow efficiency.
- Users aiming to capitalize on Microsoft 365 integration and automation capabilities within Teams.
Testimonials (1)
i learned alot