Course Outline

Getting Started with Microsoft Teams

  • Understanding Teams, channels, and chats
  • Setting up teams and managing membership
  • Customizing notification and privacy settings

Meetings and Communication Tools

  • Scheduling and hosting meetings
  • Using meeting chat, files, and collaboration tools
  • Recording meetings and managing meeting assets

Working with Files in Teams

  • Sharing and organizing files
  • Collaborating in real-time with Office apps
  • Version history and file permissions

Introduction to Microsoft Forms

  • Overview of Forms interface
  • Creating surveys, quizzes, and polls
  • Customizing themes and settings

Data Collection and Analysis

  • Sharing forms and managing permissions
  • Viewing responses and summary data
  • Exporting results to Excel

Integrating Forms with Teams

  • Adding forms to channels and meetings
  • Using polls during live sessions
  • Automating surveys for team engagement

Workflow Optimization

  • Using Teams and Forms for process standardization
  • Best practices for organizational adoption
  • Managing data governance and user access

Advanced Collaboration Tips

  • Leveraging apps and connectors
  • Enhancing teamwork with shared workspaces
  • Effective communication strategies

Summary and Next Steps

Requirements

  • An understanding of digital communication tools
  • Experience with basic productivity applications
  • General familiarity with Microsoft 365

Audience

  • Professionals looking to improve online collaboration
  • Teams responsible for surveys, feedback collection, or internal requests
  • Users who need to streamline communication and data gathering
 6 Hours

Delivery Options

Private Group Training

Our identity is rooted in delivering exactly what our clients need.

  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from £1900 online delivery, based on a group of 2 delegates, £600 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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