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Course Outline

Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot

  • Platform overview and licensing considerations.
  • Defining roles and responsibilities for admins and users.
  • Basics of governance, compliance, and data residency.

Microsoft Teams: Collaboration and Meetings

  • Creating teams and channels, and managing membership.
  • Setting up meetings, recording, and utilizing live collaboration features.
  • Best practices for organizing channels and sharing files.

Microsoft Teams: Advanced Management and Governance

  • Configuring Teams policies and external access controls.
  • Implementing retention policies, eDiscovery, and audit logging for Teams content.
  • Integrating apps, bots, and connectors.

OneDrive for Business: Personal Storage and Sharing

  • Syncing options, selective sync, and cross-device access.
  • Managing file sharing permissions and secure external sharing.
  • Utilizing version history, restoring files, and managing storage quotas.

Planner: Task Management for Teams

  • Creating plans, buckets, and assigning tasks.
  • Tracking progress via 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.
  • Employing effective prompting strategies and verifying AI outputs for accuracy.
  • Addressing 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 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

  • Designing role-based training materials and quick-reference guides.
  • Measuring adoption success and collecting user feedback.
  • Developing internal champion programs and sustainment plans.

Summary and Next Steps

Requirements

  • Understanding of organizational collaboration requirements
  • Experience with email and basic productivity applications
  • Familiarity with corporate IT policies and information governance

Target Audience

  • Office professionals and team leaders aiming to improve collaboration.
  • IT support staff and administrators responsible for managing Microsoft 365 services.
  • HR professionals or training coordinators focused on supporting user adoption.
 14 Hours

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