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

Training Format:

• Combined Training Format (Theory alongside Practice)
• Assessment in the form of Testing

Training Objective:

The objective of the training course is for participants to acquire:

• Information on the specific functionalities of Teams, Planner, OneDrive, SharePoint, Outlook, Loop, and Copilot for Microsoft 365 that will simplify their daily work.

Core Topics (Modules):

1. Introduction to Microsoft Teams
   • Overview of Teams and Its Applications: Understanding the functionalities and benefits of Microsoft Teams.
   • Installation and Configuration: Step-by-step guidance on downloading, installing, and setting up Teams for optimal performance.
   • 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.
   • User and Permission Management: Techniques for overseeing user roles and permissions within the group.
   • 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.
2. Introduction to Microsoft Planner
   • Overview of Planner and Its Applications: Understanding the utility of Microsoft 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.
   • Utilizing Planner Within Teams and Individually: Strategies for leveraging Planner in both collaborative and personal project management settings.
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 in accordance with security policies.
   • Collaborative Editing: Techniques for simultaneous collaboration on documents by multiple team members.
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. New Features in Outlook
   • Overview of New Outlook Features: Updates and enhancements in the new Outlook interface.
   • Email Organization and Visualization: Techniques for grouping emails and utilizing visual enhancements.
   • Advanced Email Processing Capabilities: Tools for inserting tables, scheduling sends, and managing email lists.
   • Importing Contacts from CSV: Efficient methods for importing contacts.
   • 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.
   • Scheduling Meeting Reminders: Techniques for setting reminders for upcoming meetings.
   • Automated Follow-Up Emails: Configuring automated follow-up emails after meetings at designated intervals.
   • Generating Free Time Automatically: Methods for automatically generating free time for meeting coordination.
   • 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. Loop
   • Creating Loop Work Files: How to develop Loop work files, including task-specific tables or other formats. Sharing full workspaces or individual Loop components with appropriate permissions.
7. 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.
     • Offering coaching and assistance.
   • Utilizing Copilot in Word:
     • Generating text based on prompts or existing files.
     • Highlighting key points and creating summaries from lengthy documents.
     • Leveraging AI functions for information retrieval and integrating relevant text and visuals.
   • Utilizing Copilot in PowerPoint:
     • Generating presentations with relevant content, visuals, and speaker notes.
     • Creating presentations from files stored in OneDrive.
   • Utilizing Copilot in Excel:
     • Adding columns that contain formulas.
     • Performing sorting and filtering operations.
     • Conducting data analysis.
   • Utilizing Copilot in Microsoft Teams:
     • Preparing transcripts of meetings.
     • Retrieving questions raised and issues addressed during meetings.
   • Introducing effective communication strategies with AI support.

Training Tools

Computer equipment (laptops), a reliable internet connection, and a projector or screen through which we will share the display with participants.

Training Outcomes and Competencies

Upon completion of the course, the training participant will know:
1. What Microsoft 365 services—specifically Teams, Planner, OneDrive, SharePoint, Outlook, Loop, and Copilot for Microsoft 365- represent user functionalities.

Literature and Other Resources

During the course, participants will be provided with:

• Presentation materials.