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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.

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