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 of Planner

• Using Labels for Task Categorization
• Attaching Files and Links to Tasks
• Utilizing the Comments Section for Communication
• Setting Up Notifications and Reminders
• Viewing Progress on Plans

Session 2

Getting Started with Microsoft Lists

• Overview of Microsoft Lists and Its Features
• Creating and Managing Lists
• Linking Microsoft 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 Microsoft Teams
• High-Level Features of Microsoft 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)