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Course Outline

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

  • Overview of the platform and licensing considerations
  • Defining roles and responsibilities for administrators and end-users
  • Foundations of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meetings

  • Setting up teams and channels, along with membership management
  • Scheduling meetings, managing recordings, and utilizing live collaboration features
  • Best practices for organizing channels and sharing files

Microsoft Teams: Advanced Management and Governance

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

OneDrive for Business: Personal Storage and Sharing

  • Synchronizing files, selective sync, and accessing data across devices
  • Managing file sharing permissions and secure external sharing
  • Utilizing version history, restoration features, and managing storage quotas

Planner: Task Management for Teams

  • Creating plans, organizing buckets, and assigning tasks
  • Tracking progress using labels and due dates
  • Integrating Planner with Teams and Outlook

Microsoft Copilot: Practical Use Cases and Controls

  • Employing Copilot to draft emails, documents, and meeting summaries
  • Developing effective prompting strategies and verifying AI outputs for accuracy
  • Understanding privacy, data handling, and administrative controls for Copilot

Integrations and Automation

  • Connecting Planner, Teams, and OneDrive with Power Automate
  • Automating approvals, notifications, and file workflows
  • Using connectors and templates for standard 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
  • Conducting audits, reporting, and monitoring user activity

User Adoption, Training, and Change Management

  • Designing role-based training programs and quick-reference guides
  • Measuring adoption success and gathering user feedback
  • Establishing internal champions and long-term sustainment plans

Summary and Next Steps

Requirements

  • A solid understanding of organizational collaboration requirements
  • Experience with email and basic productivity applications
  • Familiarity with corporate IT policies and information governance standards

Target Audience

  • Office professionals and team leads seeking to enhance collaboration
  • IT support staff and administrators responsible for managing Microsoft 365 services
  • HR professionals or training coordinators aiming to facilitate user adoption
 14 Hours

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