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 Duration 7 hours

Course Outline

1. Introduction and Usage Alignment (30 min)

  • An overview of Microsoft Teams and its deep integration with Microsoft 365
  • The structural hierarchy of teams, channels, and permission settings
  • Best practices for effective communication and collaboration

2. Team Productivity (2h30)

  • Managing files via SharePoint and OneDrive within the Teams interface
  • Real-time co-authoring and managing version control
  • Strategically creating and utilizing channels and custom tabs
  • Conducting productive meetings: managing agendas, recordings, and shared notes
  • Leveraging built-in apps to streamline workflows (including Planner, Lists, and OneNote)

3. Automation and Tool Integration (2h)

  • An introduction to automation capabilities within Teams using Power Automate
  • Building simple flows for notifications, approvals, and task management
  • Seamless integration with Outlook, Excel, Forms, and other Microsoft 365 services
  • Utilizing connectors and bots to automate daily routines and centralize data

4. Exploring Additional Features (1h30)

  • Leveraging native apps and extensions (such as Approvals, Viva Insights, Whiteboard, and Loop)
  • Enhancing productivity through shortcuts, templates, and personalized settings
  • Practical case studies tailored for sales teams

5. Wrap-Up and Practical Application (30 min)

  • A guided exercise to apply and reinforce key concepts
  • Open Q&A session for experience sharing and clarification
  • Final best practices and recommendations for sustained usage

Summary and Next Steps

Requirements

  • A foundational understanding of office productivity software
  • Hands-on experience with Microsoft 365 applications, such as Outlook or OneDrive
  • Familiarity with digital communication and collaboration platforms

Target Audience

  • Professionals and teams integrating Microsoft Teams into their daily workflows
  • Managers and coordinators looking to enhance communication clarity and process efficiency
  • Users aiming to harness Teams through deep Microsoft 365 integration and automation capabilities

Testimonials (1)

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