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

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

• Overview of the platform and licensing considerations
• Roles and responsibilities for administrators and users
• Fundamentals of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meetings

• Creating teams and channels, and managing membership
• Setting up meetings, recordings, and live collaboration features
• Best practices for organizing channels and sharing files

Microsoft Teams: Advanced Management and Governance

• Configuring Teams policies and controlling external access
• Retention, eDiscovery, and audit logging for Teams content
• Integration with applications, bots, and connectors

OneDrive for Business: Personal Storage and Sharing

• Syncing, selective sync, and cross-device access
• Managing file sharing permissions and secure external sharing
• Version history, restoration, and managing storage quotas

Planner: Task Management for Teams

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

Microsoft Copilot: Practical Use Cases and Controls

• Using Copilot to draft emails, documents, and meeting summaries
• Prompting strategies and verifying AI outputs for accuracy
• Privacy, data handling, and administrative controls for Copilot usage

Integrations and Automation

• Connecting Planner, Teams, and OneDrive with Power Automate
• Automating approvals, notifications, and file workflows
• Using connectors and templates for common business processes

Security, Compliance, and Admin Best Practices

• Configuring conditional access and MFA for Microsoft 365
• Data loss prevention, sensitivity labels, and information protection
• Auditing, reporting, and monitoring user activity

User Adoption, Training, and Change Management

• Designing role-based training and quick-reference guides
• Measuring adoption success and gathering user feedback
• Creating internal champions and sustainability plans

Summary and Next Steps