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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

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