Knowledge Enhancement / Work Place & PM
Office Automation with Microsoft 365
Use Microsoft 365 effectively for communication, collaboration, document management, reporting and process automation with Outlook, Teams, Planner, SharePoint, Power BI and Power Automate.
Program Overview
This Office Automation training program is designed to help participants use Microsoft 365 applications more effectively for communication, collaboration, document management, data analysis, reporting and process automation.
The program focuses on practical workplace scenarios and enables learners to streamline daily tasks, improve team productivity, manage information efficiently and build automated workflows using Outlook, Teams, Planner, Forms, SharePoint, OneDrive, Power BI and Power Automate.
Learning Objectives
- Understand Microsoft 365 business apps and their role in office productivity
- Use Outlook and Teams to improve communication, meetings and collaboration
- Manage projects, tasks, feedback and data collection with Planner and Forms
- Organize, share and collaborate on documents securely with SharePoint and OneDrive
- Create reports and dashboards with Power BI for data-driven decisions
- Automate repetitive business processes with Power Automate
Audience Profile
Office professionals, team leads, administrators, coordinators and students who use Microsoft 365 daily and want to work faster, collaborate better and automate routine tasks.
Course Syllabus
Session 1: Office Communication
Topics
- Overview of Microsoft 365 business apps
- Optimizing Outlook: rules and categories
- Integrating Outlook with Teams and SharePoint
- Linking Outlook calendar with Teams meetings
- Setting up Teams for departments such as Manufacturing, Sales and HR
- Channels, virtual meetings and collaboration best practices
Session 2: Project Management and Analysis
Topics
- Setting up Microsoft Planner for project management
- Creating and assigning tasks
- Tracking progress and deadlines
- Microsoft Forms for surveys, feedback and inspection reports
- Integrating Forms with SharePoint and Teams
Session 3: Document Management and Communication
Topics
- Creating and managing SharePoint sites
- Document libraries for specifications and manuals
- Collaborating with version control
- OneDrive for Business: secure storage, sync and sharing
- Offline access and collaboration
Session 4: Data Analysis and Reporting
Topics
- Introduction to Power BI for data visualization
- Connecting Power BI to SharePoint and other sources
- Dashboards for key metrics such as production and sales
- Analyzing trends for data-driven decisions
- Sharing dashboards, automatic refresh and alerts
Session 5: Process Automation
Topics
- Introduction to Power Automate
- Automating approvals and notifications
- Desktop functionality of Power Automate
- Automating data entry from Forms to SharePoint
- Templates, custom connectors and managing workflows