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

Getting Started with Microsoft 365: Teams, OneDrive, Planner & Copilot

• Overview of the platform and key licensing aspects
• Defining roles and responsibilities for both administrators and users
• Foundations of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meeting Management

• Establishing teams and channels, along with membership management
• Configuring meetings, handling recordings, and utilizing live collaboration tools
• Best practices for organizing channels and sharing files effectively

Microsoft Teams: Advanced Administration and Governance

• Setting up Teams policies and controlling external access
• Managing retention, eDiscovery, and audit logs for Teams content
• Integrating with third-party apps, bots, and connectors

OneDrive for Business: Personal Storage and Secure Sharing

• Managing synchronization, selective sync, and access across multiple devices
• Configuring file sharing permissions and secure external sharing options
• Handling version history, file restoration, and storage quota management

Planner: Team Task Management

• Creating plans and buckets, and assigning tasks to team members
• Monitoring progress using labels and due dates
• Connecting Planner with Teams and Outlook for seamless integration

Microsoft Copilot: Practical Applications and Administration

• Drafting emails, documents, and meeting summaries using Copilot
• Developing prompting strategies and verifying AI-generated outputs for accuracy
• Managing privacy, data handling, and administrative controls for Copilot

Integrations and Workflow Automation

• Linking Planner, Teams, and OneDrive with Power Automate
• Automating approval processes, notifications, and file-based workflows
• Leveraging connectors and templates for standard business procedures

Security, Compliance, and Administrative Best Practices

• Implementing conditional access and multi-factor authentication (MFA) for Microsoft 365
• Applying data loss prevention, sensitivity labels, and information protection strategies
• Monitoring user activity through auditing, reporting, and oversight

User Adoption, Training, and Change Management

• Developing role-specific training materials and quick-reference guides
• Evaluating adoption success metrics and gathering user feedback
• Cultivating internal champions and establishing sustainable adoption plans

Course Summary and Future Steps