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Duration 7 hours
Course Outline
1. Introduction and Operational Alignment (30 min)
- Overview of Microsoft Teams and its integration within the Microsoft 365 ecosystem
- Framework for team structures, channel organization, and access control permissions
- Established standards for effective communication and interdepartmental collaboration
2. Operational Efficiency and Productivity (2h30)
- Document management protocols utilizing SharePoint and OneDrive within Teams
- Real-time collaborative editing and document version control mechanisms
- Strategic configuration of channels and custom interface tabs
- Conducting efficient meetings: agenda management, session recording, and shared documentation
- Leveraging integrated applications to streamline workflow processes (Planner, Lists, OneNote)
3. Process Automation and System Integration (2h)
- Foundations of automation within Teams utilizing Power Automate
- Development of automated workflows for notifications, approval cycles, and task management
- Integration with Outlook, Excel, Forms, and other core Microsoft 365 components
- Utilization of connectors and automated bots to standardize daily operational activities
4. Advanced Feature Exploration (1h30)
- Deployment of native applications and extensions (including Approvals, Viva Insights, Whiteboard, Loop, etc.)
- Productivity optimization strategies: keyboard shortcuts, standardized templates, and personalized settings
- Practical application examples tailored for sales and business development teams
5. Synthesis and Practical Implementation (30 min)
- Supervised exercise to demonstrate application of key concepts
- Question and answer session and exchange of operational insights
- Recommended best practices and guidelines for sustained utilization
Summary and Forward Action Plan
Requirements
- Foundational knowledge of office productivity software
- Working experience with Microsoft 365 applications such as Outlook or OneDrive
- Acquaintance with digital communication and remote collaboration platforms
Target Audience
- Professionals and teams implementing Microsoft Teams for routine operational collaboration
- Managers and program coordinators focused on enhancing communication channels and workflow efficiency
- Users seeking to leverage Teams in conjunction with Microsoft 365 integration and process automation for government operations
Testimonials (1)
i learned alot