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 Duration 14 hours

Course Outline

Overview of Microsoft 365 for Teams, OneDrive, Planner & Copilot

  • Platform summary and licensing implications
  • Defining roles and responsibilities for administrators and users
  • Fundamentals of governance, compliance, and data residency

Microsoft Teams: Fostering Collaboration and Meetings

  • Establishing teams and channels while managing membership dynamics
  • Setting up meetings, recording sessions, and utilizing live collaboration features
  • Best practices for organizing channels and managing file sharing

Microsoft Teams: Advanced Administration and Governance

  • Configuring Teams policies and controlling external access
  • Implementing retention policies, eDiscovery, and audit logging for Teams content
  • Integrating with applications, bots, and connectors

OneDrive for Business: Personal Storage and Secure Sharing

  • Managing syncing, selective sync, and access across multiple devices
  • Setting file sharing permissions and securing external sharing
  • Handling version history, restoring files, and managing storage limits

Planner: Team-Oriented Task Management

  • Creating plans, organizing buckets, and delegating tasks
  • Monitoring progress, applying labels, and setting due dates
  • Synchronizing Planner with Teams and Outlook

Microsoft Copilot: Practical Applications and Administrative Controls

  • Leveraging Copilot for drafting emails, documents, and meeting summaries
  • Developing prompting strategies and validating AI outputs for accuracy
  • Addressing privacy, data handling, and administrative controls for Copilot

Integrations and Workflow Automation

  • Linking Planner, Teams, and OneDrive using Power Automate
  • Automating approval processes, notifications, and file handling workflows
  • Utilizing connectors and templates for standard business processes

Security, Compliance, and Administrative Best Practices

  • Implementing conditional access and MFA within Microsoft 365
  • Enforcing data loss prevention, sensitivity labels, and information protection
  • Auditing, reporting, and monitoring user activities

User Adoption, Training, and Change Management

  • Developing role-specific training materials and quick-reference guides
  • Evaluating adoption success and gathering user feedback
  • Cultivating internal champions and establishing sustainment plans

Conclusion and Path Forward

Requirements

  • A clear understanding of the organization's collaboration requirements
  • Proficiency in using email and fundamental productivity applications
  • Knowledge of corporate IT policies and information governance standards

Target Audience

  • Office professionals and team leaders looking to enhance collaborative efforts
  • IT support staff and administrators responsible for managing Microsoft 365 services
  • HR or training coordinators focused on facilitating user adoption

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