Productivity with Microsoft Teams and Al

Course 4618 Advantage Plan Course

  • Duration: 1 day
  • Labs: Yes
  • Language: English
  • Level: Foundation

This course will empower any user to maximize their understanding and usage of Microsoft Teams. From basic user tips to more advanced features, from chatting to using Al, getting to know more Team features makes you more productive and more collaborative with colleagues. Users will deep dive into the built-in Teams tools and use cases. Users will be able to transform Microsoft Teams into an advanced communication platform and a comprehensive collaborative environment.

This course is beneficial for any organization that utilizes Microsoft Teams and/or introducing Copilot and Al to its users.

Productivity with Microsoft Teams and Al Delivery Methods

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Productivity with Microsoft Teams and Al Course Information

In this course, you will learn how to:

  • Use Teams for chats and meetings
  • Search and find content across teams
  • Create and manage Teams & channels
  • Manage settings and permissions
  • Manage files in Teams
  • Integrate other apps into Teams
  • Use Copilot features within Teams
  • Have Al summarize, search, and revise your Teams content

Prerequisites

None.

Collaborating in MS Teams Training Outline

  • Understand the purpose and scope of Microsoft Teams as a digital workspace
  • Review core Microsoft 365 components that integrate with Teams (Teams, SharePoint, OneDrive)
  • Learn how Teams supports communication, collaboration, and file sharing
  • Get introduced to Microsoft 365 Copilot and its role in productivity
  • Understand navigation, access methods, and core Teams concepts
  • Get started with one-on-one and group chats in Microsoft Teams
  • Learn different ways to communicate effectively inside chats (formatting, emojis, mentions, actions)
  • Understand how file sharing works in chats and how files are stored in OneDrive
  • Explore advanced chat features such as unified chats and @mentions
  • Use Microsoft 365 Copilot to summarize chats, draft messages, and adjust tone
  • Understand what Teams are and when to create them
  • Learn the different types of Teams (Private, Public, Org-wide) and their use cases
  • Create Teams using templates or from scratch
  • Understand channels, including standard and private channels
  • Learn how to manage roles, permissions, and team settings
  • Use Copilot to support productive channel conversations and summaries
  • Learn how to search across Teams, channels, chats, and files
  • Understand different meeting types (channel vs. private, scheduled vs. ad hoc)
  • Learn how to schedule meetings in Teams and Outlook
  • Configure meeting options, lobby settings, and participant roles
  • Manage meetings in progress (sharing, recording, breakout rooms, reactions)
  • Use Whiteboard for real-time collaboration
  • Leverage Copilot and AI features such as Facilitator, transcription, summaries, and action items
  • Apply best practices for effective video meetings
  • Manage files within Teams, chats, and channels
  • Understand the differences between OneDrive and SharePoint
  • Learn how Teams stores files and how SharePoint integrates with channels
  • Upload, edit, share, and manage permissions on files
  • Organize files using views, filters, and sorting in SharePoint document libraries
  • Access files through multiple entry points in Teams
  • Understand default channel tabs (Conversation, Files, Notes)
  • Add tabs to surface documents, apps, and content directly in channels
  • Use productivity apps such as Planner and Microsoft Lists
  • Explore additional apps (Forms, Power BI, Polls, project management tools)
  • Install apps to enhance chat and channel experiences
  • Configure personal Teams settings for notifications, devices, and behavio
  • Increase productivity using effective Copilot prompts
  • Explore common Copilot use cases across meetings, files, and calendars
  • Understand the Copilot page in Teams and when to use it
  • Learn the difference between “Work” and “Web” Copilot experiences
  • Use Copilot for summarization, research, content creation, and analysi
  • Reinforce core Microsoft Teams concepts and capabilities
  • Review how to effectively use Chats, Meetings, Teams, and Files
  • Revisit best practices for collaboration and organization
  • Summarize how Microsoft 365 Copilot enhances productivity across Teams

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Course FAQs

Yes! This class is great for new users, and also seasoned Teams users.

Yes! You’ll be able to create Teams channels for your entire organization and also manage those channels!