Optimise Collaboration, Meetings and Team Management

Microsoft Teams is much more than a communication tool. When used effectively, it becomes a central hub for teamwork, project coordination and document collaboration within the Microsoft 365 ecosystem.

In this advanced training, participants learn how to structure Teams environments efficiently, manage permissions and collaboration, organise productive meetings and integrate Teams with other Microsoft 365 tools such as SharePoint, Planner and OneNote.

Through practical examples and hands-on exercises, participants discover how to improve team productivity, reduce email traffic and create a structured digital workspace.

Duration

1 day.

Course Outline

1. Advanced Team Structure and Governance

• Designing an effective team and channel structure
• When to create teams vs channels
• Public vs private channels
• Naming conventions and governance guidelines
• Managing roles and permissions (owners vs members)
• Archiving and maintaining teams

2. Advanced Communication and Collaboration

• Best practices for channel conversations
• Managing notifications and activity feed
• Mentions and communication etiquette
• Organising conversations effectively
• Using tags to communicate with groups

3. Advanced Meeting Management

• Planning efficient meetings
• Meeting options and participant roles
• Recording meetings and accessing transcripts
• Breakout rooms
• Using meeting chat and collaborative notes
• Sharing content and presentations effectively

4. File Management and Collaboration

• Understanding how Teams stores files in SharePoint
• Organising files and folders
• Version history and document recovery
• Real-time collaboration in Word, Excel and PowerPoint
• Managing file permissions

5. Integrating Microsoft 365 Tools

• Using Planner / Tasks in Teams
• Integrating OneNote notebooks
• Adding applications and tabs
• Using Power Automate workflows in Teams
• Creating simple automation scenarios

6. Working with External Users

• Guest access and external collaboration
• Security and permission considerations
• Best practices for working with external partners

7. Productivity Tips and Best Practices

• Managing notifications efficiently
• Reducing email overload using Teams
• Structuring projects using Teams
• Avoiding common Teams collaboration mistakes

Audience

This course is designed for professionals who already use Microsoft Teams and want to optimise their collaboration and team management practices.

Typical participants include:

• Team leaders
• Project managers
• Administrative professionals
• Collaboration champions
• Microsoft 365 power users

Prerequisites

Participants should:

• Be familiar with the basic functionalities of Microsoft Teams
• Have experience with chats, meetings and basic collaboration features
• Have a Microsoft 365 account with access to Teams