Back to courses

Training on Microsoft 365 Services: Teams, Planner, OneDrive, SharePoint, Outlook and Copilot for Microsoft 365

4 Hours

|

Why Choose this Course:

Comprehensive Coverage of Microsoft 365 Tools: Gain hands-on experience across the most essential productivity apps - Teams, Planner, OneDrive, SharePoint, Outlook, and Copilot - all in one integrated training program.
Practical, Task-Based Learning: The course combines theory with real-life practice, ensuring participants can immediately apply what they learn to daily workflows.
Boost in Productivity and Collaboration: Learn how to streamline communication, file management, and teamwork using Microsoft 365’s interconnected features.

What you will Learn in this course:

1. Introduction to Microsoft Teams

Overview of Teams and Its Applications: Understanding the functionalities and benefits of Microsoft Teams.
Chat Features and Document Sharing: Exploring chat capabilities and methods for securely sharing documents.
Creating Groups and Channels: Procedures for establishing groups and associated channels within Teams.
Functionalities Within Groups: Overview of available features within groups and their associated channels.
Scheduling and Managing Meetings: Instructions for organizing meetings both within and external to the group.
File Sharing and Collaborative Work: Best practices for sharing files and collaborating in real time
Integration of Third-Party Applications: Utilizing third-party applications for enhanced productivity in both group and individual contexts. Creating Loop Work File
New tips and tricks for: Sharing the links; making notifications more customized; Name pronunciation feature ; adding Polls;

2. Introduction to Microsoft Planner - How to manage projects with the help of Teams

Overview of Planner
Project Creation: Steps for initiating a new project effectively.
Task Assignment and Management: Creating subtasks and assigning them to specific team members.
Project Status Overview: Insights into the project's status, including task creation, completion rates, and overdue items.

3. Introduction to OneDrive

Overview of OneDrive: Understanding the functionalities of OneDrive.
Document Creation: Procedures for creating various document types (Word, Excel, PowerPoint).
Secure File and Folder Sharing: Methods for sharing files and folders special permissions; Review file version history; Keep files in the cloud only or on both device and the cloud; Use your Personal Vault.

4. Introduction to SharePoint

Creating Work Site: Steps for establishing SharePoint site.
Inviting Members to Participate: Procedures for inviting team members to collaborate on the site.
Generating Lists for Tasks and Ideas: Methods for creating lists to facilitate task management and idea generation.
Conducting Surveys and Inputting Information: Capabilities for gathering feedback and managing information on the site
Uploading Essential Documents: Procedures for uploading important work documents to the site.

5. Features in Outlook

Overview of New Outlook Features: Updates and enhancements in the new Outlook interface.
Email Organization and Visualization: How To manage Outlook inbox effectively using 3 Folder System and Outlook rules, to automate sorting.
Advanced Email Processing Capabilities: Tools for inserting tables, scheduling sends, and managing email lists.
Flagging Emails and To-Do List Integration: Strategies for flagging emails and automatically adding them to your To-Do list.
Setting Email Reminders: How to configure reminders for important emails.
Pinning Emails for Prioritization: Techniques for prioritizing critical emails.
Color Categorization: Using color categories to easily identify and categorize related issues.
Duplicating Calendar Events: How to replicate meetings with complete details on new dates.
Sharing Meeting Times with "Book with Me": Steps for sharing available meeting times.
Automated reminders for emails E-mails
Time Zone Management: How to manage different time zone settings within the calendar.
Generating Meetings from Emails: Steps for creating meetings directly from email correspondence
Scheduling Recurring Meetings: Techniques for establishing recurring meetings

6. Copilot for Microsoft 365

Overview of Copilot for Microsoft 365: Understanding the functionalities of Copilot
Utilizing Copilot in Outlook:
- Generating drafts for new emails.
- Creating summaries of email threads.
- Providing quick responses to emails.
- Improve Writing with Coaching by Copilot
- Track Inbox Action Items
Utilizing Copilot in Microsoft Teams:
- Set Up and Manage Meetings with Copilot
- Use Copilot in a Meeting Without a Transcript
- Get Recaps and Summaries in Meetings
- Use Copilot for Follow-Up Actions and Unresolved Questions
- Review AI Notes and Transcript After a Meeting
- Leverage Copilot in Channels and Conversations
- Refine and Edit Messages with Copilot

Who should attend:

Office professionals
Team leaders and project managers
Educators and trainers
IT and operations staff
Anyone transitioning to Microsoft 365 who needs structured, hands-on training on Teams, OneDrive, Outlook, and Copilot

Training Outcomes and Competencies:

Upon completion of the course, the training participant will know:

What Microsoft 365 services—specifically Teams, Planner, OneDrive, SharePoint, Outlook, Loop, and Copilot for Microsoft 365- represent user functionalities.