Course Outline

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

  • Platform overview and licensing considerations
  • Roles and responsibilities for admins and users
  • Governance, compliance, and data residency basics

Microsoft Teams: Collaboration and Meetings

  • Creating teams and channels and managing membership
  • Meeting setup, recordings, and live collaboration features
  • Best practices for channel organization and file sharing

Microsoft Teams: Advanced Management and Governance

  • Teams policy configuration and external access controls
  • Retention, eDiscovery, and audit logging for Teams content
  • Integrations with apps, bots, and connectors

OneDrive for Business: Personal Storage and Sharing

  • Syncing, selective sync, and cross-device access
  • File sharing permissions and secure external sharing
  • Version history, restore, and managing storage quotas

Planner: Task Management for Teams

  • Creating plans, 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 admin 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
  • Audit, 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
  • Creating internal champions and sustainment plans

Summary and Next Steps

Requirements

  • An understanding of organizational collaboration needs
  • Experience using email and basic productivity apps
  • Familiarity with corporate IT policies and information governance

Audience

  • Office professionals and team leads who wish to improve collaboration
  • IT support staff and administrators who wish to manage Microsoft 365 services
  • HR or training coordinators who wish to support user adoption
 14 Hours

Delivery Options

Private Group Training

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  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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