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Course Outline

Introduction to Microsoft 365 for Teams, OneDrive, Planner & Copilot

  • Overview of the platform and considerations for licensing
  • Roles and responsibilities for administrators and users
  • Basics of governance, compliance, and data residency

Microsoft Teams: Collaboration and Meetings

  • Creating teams and channels, and managing membership
  • Setting up meetings, recording sessions, and utilizing live collaboration features
  • Best practices for organizing channels and sharing files

Microsoft Teams: Advanced Management and Governance

  • Configuring teams policies and controlling external access
  • Managing retention, eDiscovery, and audit logging for Teams content
  • Integrating with apps, bots, and connectors

OneDrive for Business: Personal Storage and Sharing

  • Syncing files, selective sync, and accessing across devices
  • File sharing permissions and secure external sharing
  • Managing version history, file restoration, and storage quotas

Planner: Task Management for Teams

  • Creating plans, buckets, and assigning tasks
  • Tracking progress, using labels, and setting due dates
  • Integrating Planner with Microsoft Teams and Outlook

Microsoft Copilot: Practical Use Cases and Controls

  • Using Copilot to draft emails, documents, and meeting summaries
  • Developing effective prompting strategies and verifying AI outputs for accuracy
  • Ensuring privacy, proper data handling, and administrative controls for Copilot usage

Integrations and Automation

  • Connecting Planner, Teams, and OneDrive with Power Automate
  • Automating approvals, notifications, and file workflows
  • Utilizing connectors and templates for common business processes

Security, Compliance, and Admin Best Practices

  • Configuring conditional access and multi-factor authentication (MFA) for Microsoft 365
  • Implementing data loss prevention, sensitivity labels, and information protection measures
  • Conducting audits, generating reports, and monitoring user activity

User Adoption, Training, and Change Management

  • Designing role-based training programs and quick-reference guides for government use
  • Measuring adoption success and collecting user feedback
  • Creating internal champions and developing sustainment plans for government operations

Summary and Next Steps

Requirements

  • An understanding of organizational collaboration requirements
  • Experience with email and basic productivity applications
  • Familiarity with IT policies and information governance for government

Audience

  • Office professionals and team leaders who aim to enhance collaboration
  • IT support staff and administrators responsible for managing Microsoft 365 services
  • HR or training coordinators focused on supporting user adoption
 14 Hours

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