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Course Outline

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

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

Microsoft Teams: Enhancing Collaboration and Meetings

  • Setting up teams and channels, along with membership management
  • Organizing meetings, handling recordings, and utilizing live collaboration tools
  • Best practices for organizing channels and sharing files efficiently

Microsoft Teams: Advanced Administration and Governance

  • Configuring Teams policies and managing external access controls
  • Implementing retention rules, eDiscovery, and audit logging for Teams data
  • Connecting with various apps, bots, and connectors

OneDrive for Business: Personal Storage and Sharing Solutions

  • Managing sync settings, selective synchronization, and cross-device access
  • Adjusting file sharing permissions and ensuring secure external sharing
  • Utilizing version history, restoring files, and managing storage limits

Planner: Task Management for Teams

  • Developing plans, organizing buckets, and assigning tasks
  • Monitoring progress through labels and due dates
  • Linking Planner with Teams and Outlook for seamless workflow

Microsoft Copilot: Real-World Applications and Controls

  • Employing Copilot to draft emails, documents, and meeting recaps
  • Refining prompting techniques and validating AI-generated content for accuracy
  • Managing privacy, data handling, and administrative controls for Copilot

Integrations and Automation Strategies

  • Connecting Planner, Teams, and OneDrive via Power Automate
  • Automating approvals, notifications, and file management workflows
  • Leveraging connectors and templates for streamlined business processes

Security, Compliance, and Administrative Best Practices

  • Setting up conditional access and Multi-Factor Authentication (MFA) for Microsoft 365
  • Implementing data loss prevention measures, sensitivity labels, and information protection strategies
  • Conducting audits, generating reports, and monitoring user activity

User Adoption, Training, and Change Management

  • Designing role-specific training programs and quick-reference guides
  • Evaluating adoption success and gathering user feedback
  • Developing internal champions and long-term sustainability plans

Summary and Future Steps

Requirements

  • A basic understanding of organizational collaboration requirements
  • Experience using email services and fundamental productivity applications
  • Familiarity with corporate IT policies and information governance principles

Target Audience

  • Office professionals and team leaders aiming to enhance collaborative efforts
  • IT support personnel and administrators responsible for managing Microsoft 365 services
  • HR specialists or training coordinators focused on supporting user adoption initiatives
 14 Hours

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