In this workshop, employees learn how to use Microsoft 365 and Teams efficiently to optimize their collaboration. Participants receive practice-oriented tips on how to use the various functions of the tools in a targeted manner — from joint document processing to effective communication within teams. The course shows how work processes can be made faster and more productive through automation and structured working methods. This increases the efficiency of the entire team and sustainably improves the quality of work.

Microsoft 365 and Teams provide a powerful collaboration platform that enables teams to communicate efficiently, share documents, and collaborate on projects. Targeted use of these tools promotes productivity and promotes seamless teamwork.

Benefits for you as a company:

• Improving communication and collaboration within teams
• Optimize workflows through integrated tools and automation
• Increasing employee flexibility and mobility
• Increasing transparency and traceability of tasks and projects

1. Overview of the Microsoft 365 suite and its key applications

• Overview of the Microsoft 365 suite and its most important applications (Word, Excel, PowerPoint, OneNote, Outlook)
• Microsoft Teams as a central platform for collaboration: Features and structure
• Integrate teams with other Microsoft 365 apps for seamless workflows
• Benefits of Microsoft 365 cloud solutions for efficient teamwork

2. Optimizing communication with Microsoft Teams

• Efficient use of chats, channels, and teams for structured communication
• Managing and organizing teams: create groups, invite members, and assign roles
• Communication via @Erwähnungen and notifications for a targeted approach
• How to use emojis, GIFs, and other features to improve communication

3. Working together on documents: Microsoft 365 integration

• Collaborate on Word documents, Excel spreadsheets, and PowerPoint presentations in real time
• Sync files across OneDrive and Teams for easy access
• Versioning and document management: track, restore, and securely save changes
• Best practices for saving and sharing files in Microsoft Teams and OneDrive

4. Organizing meetings in Microsoft Teams

• Plan and conduct meetings: Create teams meetings, invite participants, and conduct agenda-based meetings
• Use features such as screen sharing, whiteboard, and surveys during meetings
• Tips for effectively moderating virtual meetings: Managing timing, agenda and discussion
• Meeting follow-up: manage recordings, notes, and tasks

5. Collaboration in real time: Using Microsoft Planner and To-Do

• Task and project management with Microsoft Planner within teams
• Create task lists, assign responsibilities, and track progress
• Integrate Microsoft To-Do for personal tasks and priorities
• Best practices for managing workflows and projects in teams

6. Improved productivity with Power Automate

• Introduction to Microsoft Power Automate to automate repetitive tasks
• Examples of automations: notifications, data synchronization, and document creation
• Step-by-step guide to creating simple workflows and processes
• Using Power Automate to Simplify and Speed Up Teamwork

7. Collaboration with external partners and guests

• Inviting and collaborating with external users in teams: Managing guest access and setting permissions
• Using channels for transparent and structured teamwork with external partners
• Ensuring data security and data protection when working with external contacts
• Tools and features for sharing and editing files with external team members

8. Effective calendar and email integration with Outlook and Teams

• Integrate Microsoft Outlook with Teams for seamless email and calendar management
• Schedule and synchronize meetings and events between Outlook and teams
• Use teams meetings directly from the Outlook calendar
• Best practices for managing email and tasks by Outlook and teams together

9. Security and Compliance in Microsoft 365

• Overview of Microsoft 365 security features: privacy, encryption, and access controls
• Implementation of privacy policies and compliance requirements in Microsoft Teams
• Using Microsoft 365 admin tools to monitor and manage security policies
• Manage files and data in line with corporate policies and regulatory requirements

10. Best practices for long-term use of Microsoft 365 & Teams

• Tips for efficient and long-term use of Microsoft 365 and teams in everyday work
• Optimizing workflows and processes through regular training and continuing education
• Use Microsoft 365 updates and new features to continuously improve collaboration
• Fostering a productive and collaborative corporate culture through effective use of Microsoft Teams and Microsoft 365

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