Microsoft Teams, Outlook, OneDrive, and Lists Integration

• Basic computer skills

Audience

• Business professionals
• Project managers
• Administrative staff

Microsoft Teams is a collaboration and communication platform that is part of the Microsoft 365 suite. It serves as a hub for teamwork, bringing together various tools and functionalities that facilitate real-time collaboration, communication, file sharing, and meetings.

This instructor-led, live training (online or onsite) is aimed at beginner-level business professionals who wish to use Microsoft Teams along with its powerful integrations with Outlook, OneDrive, and Lists for effective team collaboration and productivity.

• Navigate the Teams interface, create teams and channels, and manage communication through posts, chats, and meetings.
• Schedule and join Teams meetings via both Teams and Outlook, use in-meeting collaboration tools such as screen sharing, and manage meeting notes and recordings.
• Efficiently manage emails, calendars, and Teams meetings using Outlook, and shift between email and Teams communication workflows smoothly.
• Use OneDrive for cloud storage, sharing, and collaborating on documents in real time within Teams and Outlook, including file version management and recovery.
• Create, customize, and manage Lists to organize tasks and projects, collaborate with team members, and integrate Lists with Outlook and OneDrive.
• Seamlessly connect Teams with Outlook, OneDrive, and Lists to create a productive and integrated work environment, reducing redundant tasks and improving workflow efficiency.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

Overview of Microsoft Teams

• What is Microsoft Teams?
• Benefits of using Teams for collaboration
• Interface and navigation overview

Channels, Teams, and Posts

• Creating and managing teams
• Organizing and working within channels
• Posting and replying to messages
• Using mentions and reactions

Chat and Messaging

• One-on-one and group chats
• Sharing files in chat
• Integrating with third-party apps

Scheduling and Joining Meetings

• Scheduling meetings directly in Teams
• Joining and participating in meetings
• Screen sharing and collaboration features during meetings

Audio and Video Calls

• One-on-one calls
• Group calls and conferences
• Adjusting call settings and preferences

Meeting Management

• Managing meeting recordings and transcripts
• Sharing and accessing meeting notes and recordings

Scheduling and Managing Meetings via Outlook

• Scheduling Teams meetings using Outlook calendar
• Inviting external participants and setting permissions

Email and Calendar Integration

• Using Outlook for calendar management within Teams
• Creating meeting invites, tracking RSVPs

Best Practices for Teams-Email Workflow

• Moving conversations from Outlook to Teams
• Sharing emails in Teams for collaboration

Introduction to OneDrive

• What is OneDrive and how it integrates with Teams?
• Accessing OneDrive files from within Teams

File Sharing and Collaboration

• Sharing files in channels, chats, and meetings
• Collaborating on documents in real-time with colleagues

File Storage and Version Control

• Managing shared files in OneDrive and Teams
• Recovering deleted or earlier versions of files

Using OneDrive in Outlook

• Attaching files directly from OneDrive in Outlook emails
• Accessing shared documents via Outlook and OneDrive

Introduction to Microsoft Lists

• What is Microsoft Lists?
• Creating and customizing lists in Teams and Outlook

Managing Tasks and Workflows

• Using Lists to track tasks, issues, and projects
• Assigning tasks and setting priorities
• Tracking progress and integrating with other apps

Collaboration on Lists

• Sharing Lists with team members
• Collaborating on lists across different devices
• Using notifications and alerts for updates

Integrating Lists with OneDrive and Outlook

• Attaching files to lists and tasks via OneDrive
• Synchronizing Lists tasks with Outlook reminders

Best Practices for Collaboration in Teams and Outlook

• Creating a productive workflow across apps
• Managing notifications and minimizing distractions

Troubleshooting Common Issues

• Solving integration and syncing issues between Teams, Outlook, and OneDrive
• Managing permissions and access issues

Advanced Tips and Tricks

• Using advanced features in Teams, Outlook, and Lists
• Customizing workflows to optimize productivity

Summary and Next Steps