From SharePoint to Teams: Mastering Microsoft 365 Collaboration

Introduction to Microsoft 365

Microsoft 365 is a cloud service that provides access to applications like Exchange Online, Microsoft Teams, OneDrive, SharePoint Online and more. This chapter introduces the key applications and necessary licenses.

• Collaboration Capabilities of Microsoft 365
• Discovering core applications such as SharePoint, Teams, OneDrive, Outlook, Viva and Copilot
• Microsoft 365 Licensing and Subscription Plans

Microsoft 365 Users and Groups

Microsoft Entra ID is the core of your organization, providing secure identity and access management for users and devices. This chapter offers a high-level introduction to Microsoft Entra ID, focusing on user and group management.

• Introduction to Microsoft Entra ID
• User Management
• Multi-Factor Authentication
• Microsoft 365 Groups vs. Security Groups
• Microsoft 365 Group Settings
• Manage Microsoft 365 Groups Creation
• Microsoft 365 Groups Naming and Expiration Policies

SharePoint Sites

SharePoint Online is a powerful site provisioning engine, allowing you to create different sites for your projects, services, products ... You can choose between a Team Site and a Communication Site, both serving different purposes. In this module you will learn about these two types of SharePoint sites and the different configuration and extension options.

• What is a SharePoint Site?
• Creating and Configuring SharePoint Sites
• Team Sites vs Communication Sites
• Team Sites and Microsoft 365 Groups
• Site Templates
• Monitoring Site Usage
• LAB: Creating, Configuring and Branding SharePoint Sites

Microsoft Teams Collaboration

Microsoft Teams serves as a centralized hub for communication and collaboration, enabling organizations to streamline workflows and communication. This module covers the Teams collaboration functionalities, including its integration with Microsoft 365 Groups, creating and configuring teams and utilizing channels.

• Teams Collaboration and Communication Features
• Teams and Microsoft 365 Groups
• Creating and Configuring a Team
• Teams Channels: Standard, Private and Shared
• Working with Tabs
• Managing Apps
• Teams Lifecycle Management
• LAB: Define a Teams Environment and Configure Channels

Microsoft Lists

Microsoft Lists is a powerful tool for tracking, organizing and managing information in a structured and collaborative manner. It enables users to create customizable lists for tasks, projects, inventory, events and more. This chapter will guide you through creating and managing lists to store and organize information as efficiently as possible.

• Overview of Microsoft Lists
• Working with Lists in SharePoint Online and Teams
• Creating and Configuring Lists
• Custom Metadata, Columns and Terms
• Using and Formatting Views for Data Visualization
• Import/Export data from tools like Excel
• LAB: Configuring Lists

Document Management

Document management enables you to securely manage digital documents within an organization. It enhances collaboration, ensures version control and provides easy access to documents, improving overall productivity and governance. This module covers key document management features like co-authoring and document approvals.

• Collaborate on Documents through Teams and SharePoint
• Document Versioning and Metadata
• Claim Documents with Check-In and Check-Out
• Microsoft 365 Apps Integrations
• Co-Authoring Documents
• Provide Document Templates to End-Users
• Configuring Document Approvals
• Rules and Alerts
• Managing Recovery: Delete and Restore
• LAB: Configuring a Document Library

OneDrive

OneDrive provides secure cloud storage for personal files, enabling easy access, sharing and collaboration across devices. It ensures seamless file synchronization and backup, enhancing productivity and data security. This module covers all core functionalities of OneDrive.

• OneDrive and OneDrive Client App
• Working with the OneDrive User Experience
• Synchronize Documents across multiple Devices
• Files On-Demand

Designing a Modern Collaboration Environment

A well-designed collaboration architecture in Microsoft 365 is crucial for fostering productivity, efficiency and seamless communication within an organization. This chapter explores how to design and structure a modern collaboration and intranet environment using SharePoint, Teams and Viva.

• Structuring SharePoint Sites with Hubs
• Hub Configuration and Navigation
• Global SharePoint Navigation
• Configuring the Home Site
• Integrating SharePoint in Teams with Viva Connections
• Creating Communities with Viva Engage
• Designing Collaboration Platforms with SharePoint and Teams
• LAB: Brainstorming and Designing a Collaboration Architecture

Configuring User Permissions in Microsoft 365

User administration ensures that the right individuals have appropriate access to Teams, SharePoint and other resources. Proper user management allows for efficient collaboration and information protection. This module will show you how to effectively configure user administration, ensuring secure and efficient collaboration in Teams and SharePoint.

• Microsoft 365 Group Owners vs Members
• Private vs Public Microsoft 365 Groups
• SharePoint Security Architecture
• Microsoft Teams Member and Guest Permissions
• LAB: Configuring User Permissions in Microsoft 365 Groups, SharePoint and Teams

Collaborating with External Users

Working with people outside your organization by sharing files, communicating and collaborating enhances productivity and fosters stronger partnerships. It ensures successful outcomes while maintaining control over sensitive information. This module explores key concepts and use cases for effectively integrating external users into your organization's workflows.

• Introduction to External Users
• Configuring External Users in the Microsoft 365 Admin Center
• External Access vs Guest Access vs B2B Direct Connect
• Sharing Scenarios in Microsoft 365 Groups, SharePoint, Teams and OneDrive
• LAB: Configuring External Users Access

SharePoint Premium

SharePoint Premium, content types and document templates are crucial for efficiently organizing and managing content, even on a larger scale. These features are used to standardize content and save time in content creation and processing. This module will teach you how to leverage these tools to optimize efficiency, allowing you to focus your valuable time on more important tasks at hand.

• Reusable Site Columns, Site Content Types and Enterprise Content Types
• Group Documents in Document Sets
• Generating Documents with Content Assembly
• Describe and Process Images with OCR and Image Tagging
• Sign Documents with SharePoint eSignature
• Translate Documents to any Desired Language
• LAB: Working with Content Types

Modern Pages and Web Parts

Modern pages are essential for creating immersive, responsive content in a user-friendly format that integrates data, text and media. These pages simplify sharing important news within teams or organizations, with news automatically appearing in hub sites, mobile apps and the SharePoint home experience. This module teaches you how to create and manage modern pages effectively.

• Creating, Managing and Scheduling Pages
• Enriching Pages with Web Parts
• Publishing News and Posts
• Page Approvals
• Multilingual Pages and Translations
• LAB: Creating and Publishing SharePoint Pages and News

Overview of Teams Communication Services

Microsoft Teams enables instant messaging, video calls and meetings to ensure efficient and effective communication, whether team members are working remotely or in the office. This module gives you an overview of these key communication features.

• Chat, Audio Calls and Video Calls
• Meeting Types: Events, Webinars, Town Hall...
• Teams Phone System: Phone Numbers, Call Queues and Auto Attendants

Microsoft 365 Copilot

This module explains how Microsoft 365 Copilot serves as your personal assistant by integrating AI capabilities into tools like SharePoint and Teams. It enables content generation, data analysis and enhanced collaboration to improve productivity.

• Leveraging Copilot in Microsoft 365 to Boost Productivity.
• Configuring Custom Copilot Agents
• Using Microsoft 365 Copilot in Teams

Microsoft Search

Microsoft Search helps you quickly find the information you need to complete your tasks, whether it's people, files, sites, or answers to common questions. You can use Microsoft Search throughout your workday to access relevant content efficiently. This module teaches you how to use and configure Microsoft Search for an optimized user experience.

• What is Microsoft Search?
• Search Query Syntax
• View and Customize the Search Schema
• Index External Data with Microsoft Graph Connectors
• Optimize Search with Verticals, Bookmarks, PnP Search and more
• LAB: Use and Customize Microsoft Search with Verticals and the Query Syntax

Compliance

Compliance ensures that an organization adheres to legal, regulatory and internal standards. It reduces the risk of legal issues, safeguards sensitive data and fosters trust with customers, employees and stakeholders. This module explains what compliance looks like across SharePoint and Teams and demonstrates how you can use these tools to protect and retain your data.

• Compliance Overview
• Preserve Key Data with Data Retention
• Protect Important Information with Sensitivity Labels
• Prevent Data Disclosure with Data Loss Prevention

Power Apps

Microsoft Power Apps allows users to create custom, mobile-friendly applications without coding. These applications enhance functionality and integrate data across platforms like SharePoint, Salesforce, SQL and Excel. Power Apps ensures consistent user experience for managing and modifying data. In this chapter, you will learn how to build custom apps, use them as SharePoint forms and integrate these apps into SharePoint and Teams.

• Creating and Configuring Power Apps
• Customizing SharePoint Forms with Power Apps
• Configuring the Power Apps Web Part in SharePoint
• Embedding Power Apps in Teams
• LAB: Using Power Apps to customize a SharePoint Form

Power Automate

Power Automate allows users to automate repetitive tasks and workflows, integrating functionality across SharePoint, Outlook, Teams and more. It minimizes manual effort by automatically triggering actions such as notifications, approvals or data updates. This chapter will guide you through what Power Automate is, how to properly set it up and how to integrate it into SharePoint and Teams.

• Creating and Configuring Power Automate Flows
• Using Power Automate for SharePoint and Teams
• Automating Document Approvals
• Automating Site Creation Approvals
• Running and Managing Flows
• LAB: Building a Document Approval Flow