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Course Outline

Overview of Microsoft 365: Teams, OneDrive, Planner, and Copilot

  • Platform architecture and licensing requirements for government deployments
  • Defined roles and responsibilities for administrators and end users
  • Fundamentals of governance, compliance frameworks, and data residency protocols

Microsoft Teams: Collaboration and Conferencing

  • Establishment of teams and channels, including membership management
  • Configuration of meetings, recording capabilities, and real-time collaboration tools
  • Guidelines for channel structure and efficient file sharing practices

Microsoft Teams: Advanced Management and Governance

  • Teams policy administration and external communication controls
  • Data retention, eDiscovery processes, and audit logging for Teams data
  • Integration of third-party applications, bots, and connectors

OneDrive for Business: Personal Storage and Access Control

  • File synchronization, selective sync options, and multi-device accessibility
  • Management of file sharing permissions and secure external access protocols
  • Utilization of version history, restoration features, and storage quota management

Planner: Task Coordination within Teams

  • Construction of plans, task buckets, and assignment workflows
  • Progress monitoring through labels, due dates, and status tracking
  • Synchronization of Planner with Microsoft Teams and Outlook environments

Microsoft Copilot: Operational Applications and Controls

  • Application of Copilot for drafting correspondence, documents, and meeting transcripts
  • Prompt engineering techniques and validation procedures for AI-generated content
  • Privacy safeguards, data handling standards, and administrative controls for Copilot

Integration and Workflow Automation

  • Linking Planner, Teams, and OneDrive with Microsoft Power Automate
  • Automation of approval chains, notifications, and document workflows
  • Deployment of connectors and templates to streamline common government processes for government operations

Security, Compliance, and Administrative Best Practices

  • Implementation of conditional access policies and multifactor authentication (MFA)
  • Data loss prevention strategies, sensitivity labeling, and information protection measures
  • Audit trails, reporting mechanisms, and monitoring of user activity

User Adoption, Training, and Change Management

  • Development of role-specific training curricula and quick-reference guides
  • Evaluation of adoption metrics and aggregation of user feedback
  • Identification of internal champions and establishment of sustainment strategies for government initiatives

Summary and Strategic Next Steps

Requirements

  • A thorough comprehension of organizational collaborative requirements
  • Proficiency in utilizing email systems and foundational productivity applications
  • Knowledge of corporate information technology standards and information governance protocols

Target Audience

  • Administrative professionals and team supervisors seeking to enhance operational coordination
  • IT support personnel and system administrators responsible for overseeing Microsoft 365 services tailored for government environments
  • Human resources specialists and training coordinators dedicated to facilitating user adoption of digital tools
 14 Hours

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