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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 users
  • Basics of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meetings

  • Creating teams and channels, along with managing membership
  • Setting up meetings, handling recordings, and utilising live collaboration features
  • Best practices for channel organisation and file sharing

Microsoft Teams: Advanced Management and Governance

  • Configuring Teams policies and external access controls
  • Managing retention, eDiscovery, and audit logging for Teams content
  • Integrating with apps, bots, and connectors

OneDrive for Business: Personal Storage and Sharing

  • Syncing options, selective sync, and cross-device access
  • Managing file sharing permissions and secure external sharing
  • Accessing version history, restoring files, and managing storage quotas

Planner: Task Management for Teams

  • Creating plans, buckets, and assigning tasks
  • Tracking progress through 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
  • Employing prompting strategies and verifying AI outputs for accuracy
  • Understanding privacy, data handling, and admin controls for Copilot usage

Integrations and Automation

  • Connecting Planner, Teams, and OneDrive with Power Automate
  • Automating approvals, notifications, and file workflows
  • Utilising connectors and templates for common 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 and quick-reference guides
  • Measuring adoption success and collecting user feedback
  • Establishing internal champions and sustainment plans

Summary and Next Steps

Requirements

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

Target Audience

  • Office professionals and team leads aiming to improve collaboration
  • IT support staff and administrators responsible for managing Microsoft 365 services
  • HR or training coordinators focused on supporting user adoption
 14 Hours

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