Session 1

• Introduction to Microsoft 365 

• Overview of Microsoft 365 Business apps 

•   Microsoft Outlook 

• Optimizing Outlook for efficient communication 
• Creating meeting/appointment requests
• Planning meetings- Attendee availability
• Using rules and categories to manage emails 

• Microsoft Teams 

• Setting up Teams for different departments (Manufacturing, Sales, HR, etc.) 
• Creating channels for specific projects and communication 
• Utilizing Teams for virtual meetings and collaboration 
• Hands-on exercises to reinforce learning 
• Reviewing key concepts and best practices

• Introduction to Microsoft Planner    

• Overview of Planner and its features.    
• Benefits of using Planner for task management.    

• Getting Started with Planner    

• How to access Planner.    
• Creating a new plan.    
• Adding & managing tasks and setting due dates.    
• Organizing tasks into buckets.    
• Assigning tasks to team members.    

• Advanced Features    

• Using labels for task categorization.    
• Attaching files and links to tasks.    
• Utilizing the comments section for communication.    
• Setting up notifications and reminders.    
• View Progress on Plans   

Session 2

• Getting started with Microsoft Lists    

• Overview of Microsoft Lists and it’s features.    
• Creating and managing lists. 
• Linking MS Forms with Lists.    
• Using Lists to track detailed information related to Planner tasks. 

• Microsoft Forms 

• Creating forms for customer feedback, employee surveys, and inspection reports 

• Integration with Other Microsoft 365 Tools    

• How Planner works with MS Teams   
• High-level features of MS Teams  
• Integrating Forms and Teams for Data Collection
• Integrating Outlook with Teams 
• Integrating all applications for seamless workflows (e.g., linking Outlook calendar with Teams meetings)