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Course Outline
1. Introduction and Usage Alignment (30 min)
- Overview of Microsoft Teams and its integration with Microsoft 365
- Structure of teams, channels, and permissions
- Best practices for communication and collaboration
2. Team Productivity (2h30)
- File management using SharePoint and OneDrive within Teams
- Real-time co-authoring and version control
- Creating and using channels and custom tabs effectively
- Running productive meetings: agendas, recordings, and shared notes
- Using built-in apps to optimize workflow (Planner, Lists, OneNote)
3. Automation and Tool Integration (2h)
- Introduction to automation in Teams with Power Automate
- Creating simple flows for notifications, approvals, and task automation
- Integration with Outlook, Excel, Forms, and other Microsoft 365 tools
- Using connectors and bots to automate daily activities and centralize information
4. Exploring Additional Features (1h30)
- Using native apps and extensions (such as Approvals, Viva Insights, Whiteboard, Loop, etc.)
- Productivity tips: shortcuts, templates, and customized settings
- Practical examples tailored to sales teams
5. Wrap-Up and Practical Application (30 min)
- Guided exercise to apply the learned concepts
- Q&A and experience sharing
- Best practices and recommendations for continued use
Summary and Next Steps
Requirements
- Basic understanding of office productivity tools
- Experience using Microsoft 365 applications such as Outlook or OneDrive
- Familiarity with online communication and collaboration tools
Audience
- Professionals and teams adopting Microsoft Teams for daily collaboration
- Managers and coordinators seeking to improve communication and workflow efficiency
- Users who wish to leverage Teams with Microsoft 365 integration and automation
7 Hours
Testimonials (1)
The facilitator is the subject expert, very knowledgeable on the subject yet he's openness to learning new things from the delegates.
