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OFFICE AUTOMATION

To leverage Microsoft 365 Business applications to automate and streamline key business processes to enhance efficiency, productivity, and collaboration.

Course outline

Key Applications to Cover: 

  1. Microsoft Teams 
  2. Microsoft OneDrive 
  3. Microsoft Outlook 
  4. Microsoft Planner 
  5. Microsoft Forms 
  6. Microsoft SharePoint 
  7. Microsoft Power Automate 
  8. Microsoft Power BI 

Training Plan Outline 

Weeks Content Content 
Session 1: Office Communication

 

Introduction to Microsoft 365 

  • Overview of Microsoft 365 Business apps 

Microsoft Outlook 

  • Optimizing Outlook for efficient communication 
  • Using rules and categories to manage emails 
  • Integrating Outlook with Teams and SharePoint 
  • Integrating all applications for seamless workflows (e.g., linking Outlook calendar with Teams meetings) 

 

 

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 
  • Reviewing key concepts and best practices 
Session 2: Project Management and Analysis 

 

Microsoft Planner 

  • Setting up Planner for project management 
  • Creating tasks and assigning them to team members 
  • Tracking progress and deadlines for automotive projects (e.g., new model development)
Microsoft Forms 

  • Creating forms for customer feedback, employee surveys, and vehicle inspection reports 
  • Integrating Forms with SharePoint and Teams for Data Collection
Session 3: 

Document Management and 

Communication 

 

Microsoft SharePoint 

  • Creating and managing SharePoint sites for document management 
  • Setting up libraries for storing vehicle specifications, manuals, and other documents 
  • Collaborating on documents with version control 

 

Microsoft OneDrive 

  • Setting up OneDrive for Business for secure file storage 
  • Syncing files across devices and sharing with team members 
  • Using OneDrive for offline access and collaboration 
Session 4:  Data Analysis & Reporting

 

Microsoft Power BI 

  • Introduction to Power BI for data visualization 
  • Connecting Power BI to SharePoint and other data sources 
  • Creating dashboards to monitor key metrics (e.g., production rates, sales performance) 
Applied Power BI 

  • Using Power BI to analyze trends and make data-driven decisions 
  • Sharing dashboards and reports with stakeholders 
  • Setting up automatic data refresh and alerts 
Session 5: 

Process 

Automation 

Microsoft Power Automate 

  • Introduction to Power Automate 
  • Creating simple workflows to automate repetitive tasks (e.g., approval processes for part orders) 
  • Automating notifications for critical updates (e.g., recalls, service bulletins) 
  • Desktop functionalities of Power Automate 

 

Applied Power Automate 

  • Integrating Power Automate with other applications (e.g., automating data entry from Forms to SharePoint) 
  • Using templates and custom connectors 
  • Monitoring and managing automated workflows 

 

Ongoing Support and Follow-Up: 

  • Regular check-ins and Q&A sessions to address any issues or questions 
  • Providing additional resources and documentation for continuous learning 
  • Gathering feedback from participants to address their questions in an appropriate way.
Fee: Rs 7,499 + 18% GST
100% subsidized cost for Naveen Jindal Foundation registered students
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