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Unleash The Power Of Teams, SharePoint, OneDrive, Lists And MORE!

Unlock the Full Potential of Teams, SharePoint, OneDrive and Microsoft Lists to Boost Efficiency, Automate Processes, and Enhance Teamwork!

Suitable For

Beginners

Duration

5 Hours Recording

Format

Workshop

Presenter

Geoff Ables MVP

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What you'll learn:

  • Using built-in Teams apps like Approvals, Updates, and Virtual Appointments - Built-in apps extend Teams capabilities for workflows like approvals, status updates, and appointment scheduling to improve productivity.
  • Building custom apps and workflows with Microsoft Lists - Lists allow power users to create custom forms, views and automation for issue tracking, requests, project management etc.
  • Formatting, views, and automation with Lists - Tips for maximizing Lists with column types, colors, filtering, rules, and more to create polished, functional apps.
  • Governance and administration considerations - Following best practices for naming, security, lifecycle management etc. will ensure quality and order as your Teams implementation grows.
  • Adoption and change management strategies - Learning how to drive user adoption through training, policies and incentives helps ensure you gain maximum value from Teams.
  • How to set up Teams, channels, tabs, and apps - You'll learn how to organize Teams by setting up channels for different topics and integrating helpful apps into tabs, providing structure and functionality.
  • Best practices for using Teams for meetings, chat, and calls - Following best practices will help you get the most out of Teams for collaboration through online meetings, instant messaging, and voice/video calls.
  • Tips for file management with Teams, SharePoint, and OneDrive - Managing files among these systems can be confusing, so tips will help you understand where to store files for personal vs. team access.
  • How to create and manage Teams sites - Creating sites with the right security, membership, and governance will allow your Teams implementation to scale in an organized way.
  • Configuring and designing the SharePoint sites behind Teams - Customizing SharePoint sites that sync with Teams channels gives you more control over branding, navigation and layouts.

Agenda:

Module 1: Teams, OneDrive, and SharePoint: Mastering the Basics and Unveiling New Tips

  • Explore "The Big 3" Microsoft 365 apps: Teams, OneDrive, and SharePoint
  • Document storage and syncing files
  • Building a structured Microsoft Team - such as for HR
  • Ensuring desktop file are backed up
  • The value of migrating network file shares to the cloud
  • Managing notifications while minimizing disruptions

    • Module 2: SharePoint Team Sites

  • Grasp the SharePoint/Teams connection
  • Design SharePoint sites and update navigation
  • Utilize the News web part
  • Manage SharePoint Document Libraries
  • Learn to manage standard operating procedures (SOPs)
  • Integrate your Site into your Team
  • Understand SharePoint and Teams security

    • Module 3: Teams Apps: Streamline and Automate Processes

  • Leverage 3 core Teams apps for no-code automation
  • Utilize Planner for project and task management
  • Create and manage approvals, such as employee requisition forms
  • Set, send, and monitor updates for key tasks

    • Module 4: Microsoft Lists: Replace Excel with Powerful and Interactive Lists

  • Uncover the power of Microsoft Lists
  • Create a custom HR issue management list
  • Add custom columns and views for an interactive experience
  • Integrate your list into a Team channel
  • Understand List security with Teams
  • Discover hidden list features for enhanced interactivity

    • Key highlights in this training:

  • Skyrocket Productivity: Learn how to optimise Microsoft Teams and its connected apps to boost efficiency and streamline processes across your organisation.
  • Enhance Collaboration: Uncover strategies for improving communication and teamwork within your organization using the full suite of Microsoft Teams features.
  • Simplify Workflows: Discover powerful no-code automation solutions using Microsoft Teams Apps, SharePoint, and Lists to replace outdated tools and techniques.

    • STEVE MORLEY | INFORMATION ARCHITECT

    "Fabulous Day!"

    What a fabulous day! The presenters were fantastic. The whole day brought with it a level of interaction I haven't seen in a long time.

    This training includes:

    • 5 hours of training
    • Access to the Collab365 Academy
    • Workshop Resources
    • Watch on Desktop or Mobile

    Thoughts from the Collab365 Team:

    Microsoft Teams offers far more than just chat and meetings to an organisation. Now more then ever, it's a way to collaborate on work with your team. The tools on offer that integrate with Teams are mind-blowing in number. 

    The challenge isn't "can I?" [complete a piece of work together in Teams], it's now "which tools are best?".  This workshop from Geoff helps enormously with that challenge.

    Geoff's workshop gives you actionable examples using real world teams to demonstrate how - with supporting tools like Lists - Teams becomes the location for work and not just a place for chats.

    He shows you a variety of examples to help grasp the concepts (HR teams and more). The benefit for me is looking at these examples, comparing to what I have in my organisation and choosing what fits - whilst getting inspiration for new innovations via his tips and tricks of the trade. 

    Geoff can really help you and your team become truly "Teams First" and unlock the full power of Microsoft Teams.

    100% Satisfaction guaranteed

    100% Guaranteed

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Meet your workshop host:

    Geoff Ables MVP

    Geoff Ables, Microsoft MVP

    Bestselling author, Microsoft MVP, MCT, and international keynote speaker, Geoff Ables is a thought leader on digital customer and employee engagement. Geoff co-authored the "Dynamics CRM 2011 Administrator Bible" and his most recent book, "The LUCK Principle," delivers fresh insight and inspiration into creating people-centric digital workplaces. Geoff is an avid motorcycle and wine enthusiast and has appeared as a guest on "The Impractical Jokers."

    100% Satisfaction guaranteed

    Firstly, like thousands of others, we're confident you will love this content! However, if you decide it's not for you, let us know and we will refund your money within 30 days.

    Frequently Asked questions:

    Can I get an invoice?

    As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

    Can I get refund?

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Can I buy a team or multi-user pass?

    Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

    Can I share the videos and ebooks?

    No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

    Who do I contact if there's a problem?

    Send us an email at hello@collab365.com and we can help. 

    Can I cancel my subscription?

    Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

    How do I get my certifications?

    If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

    What is included in the Platinum Plan?

    The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

    • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
    • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
    • Membership in an active community of 10,000 learners for peer support and networking.
    • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
    • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
    • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

    What is not included in the Platinum Plan?

    While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

    • One-on-one coaching sessions and personalized, coached training programs.*
    • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
    • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
    • External certifications or formal accreditation from third-party institutions.

    *Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

    Tell me more about the "Intranet Maker Certification" Program

    Availability for the 'Intranet Maker Certification Program' is strictly limited and allocation will be determined on a first-come, first-served basis. This promotional offer is exclusively available to purchasers of this All-Access Pass and is subject to the terms and conditions of sale. We reserve the right to modify or withdraw this offer at any time without prior notice.

    I have a Platinum Plan or Lifetime, Should I Buy This?

    If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)

    • Personal

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    Purchase this training only:
    Get immediate access to this training content with a one-off purchase.
    $197.00 USD
    Add to Cart
    Buy Now
    30-day moneyback guarantee.
    Or
    Subscribe to all of the training in the Collab365 Academy:
    Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.
    Try Platinum for free
    $29 per month after trial.
    Cancel anytime.