Microsoft 365 for Teams, OneDrive, Planner & Copilot: Productivity and Governance Training Course

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

• Platform overview and licensing implications
• Defining roles and responsibilities for administrators and end-users
• Foundations of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meeting Management

• Establishing teams and channels, along with membership management
• Configuring meetings, recordings, and live collaborative features
• Best practices for organizing channels and sharing files

Microsoft Teams: Advanced Administration and Governance

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

OneDrive for Business: Personal Storage and Secure Sharing

• Managing sync, selective sync, and cross-device accessibility
• Handling file sharing permissions and secure external collaborations
• Accessing version history, restoring files, and managing storage limits

Planner: Team-Centric Task Management

• Creating plans, organizing buckets, and allocating tasks
• Monitoring progress using labels and due dates
• Linking Planner with Teams and Outlook for seamless integration

Microsoft Copilot: Practical Applications and Control Mechanisms

• Utilizing Copilot for drafting emails, documents, and meeting summaries
• Developing prompting strategies and validating AI-generated outputs
• Managing privacy, data handling, and administrative controls for Copilot

Integrations and Workflow Automation

• Connecting Planner, Teams, and OneDrive via Power Automate
• Automating approval processes, notifications, and file handling workflows
• Leveraging connectors and templates for standard business processes

Security, Compliance, and Administrative Best Practices

• Setting up conditional access and multi-factor authentication (MFA) for Microsoft 365
• Implementing data loss prevention, sensitivity labels, and information protection
• Conducting audits, generating reports, and monitoring user activities

User Adoption, Training, and Change Management

• Developing role-specific training materials and quick-reference guides
• Assessing adoption success metrics and gathering user feedback
• Establishing internal champions and long-term sustainment strategies

Conclusion and Future Steps