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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)
i learned alot