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Course Outline

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

  • Overview of the platform and licensing considerations
  • 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
  • Meeting configuration, recording options, and live collaboration tools
  • Best practices for organizing channels and sharing files

Microsoft Teams: Advanced Management and Governance

  • Configuring Teams policies and managing external access controls
  • Retention, eDiscovery, and audit logging for Teams data
  • Integrating with apps, bots, and connectors

OneDrive for Business: Personal Storage and Sharing

  • Synchronization, selective sync options, and cross-device accessibility
  • Managing file sharing permissions and secure external sharing settings
  • Handling version history, restoration, and storage quota management

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

  • Leveraging Copilot for drafting emails, documents, and meeting summaries
  • Effective prompting techniques and verifying AI-generated outputs
  • Privacy considerations, data handling, and administrative controls for Copilot

Integrations and Automation

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

Security, Compliance, and Admin Best Practices

  • Setting up conditional access and Multi-Factor Authentication (MFA) for Microsoft 365
  • Implementing data loss prevention, sensitivity labels, and information protection strategies
  • Monitoring user activity through audit logs and reporting tools

User Adoption, Training, and Change Management

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

Summary and Next Steps

Requirements

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

Target Audience

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

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