From SharePoint to Teams: Mastering Microsoft 365 Collaboration

Introduction to Microsoft 365

Microsoft 365 is a cloud service that provides access to applications like Exchange Online, Microsoft Teams, OneDrive, SharePoint Online and more. This chapter introduces the key applications and necessary licenses.

• Collaboration Capabilities of Microsoft 365
• Discovering core applications such as SharePoint, Teams, OneDrive, Outlook, Viva and Copilot
• Microsoft 365 Licensing and Subscription Plans

Microsoft 365 Users and Groups

Microsoft Entra ID is the core of your organization, providing secure identity and access management for users and devices. This chapter offers a high-level introduction to Microsoft Entra ID, focusing on user and group management.

• Introduction to Microsoft Entra ID
• User Management
• Multi-Factor Authentication
• Microsoft 365 Groups vs. Security Groups
• Microsoft 365 Group Settings
• Manage Microsoft 365 Groups Creation
• Microsoft 365 Groups Naming and Expiration Policies

SharePoint Sites

SharePoint Online is a powerful site provisioning engine, allowing you to create different sites for your projects, services, products and more. You can choose between a Team Site and a Communication Site, both serving different purposes. In this module you will learn about these two types of SharePoint sites and the different configuration and extension options.

• What is a SharePoint Site?
• Creating and Configuring SharePoint Sites
• Team Sites vs Communication Sites
• Team Sites and Microsoft 365 Groups
• Site Templates
• Monitoring Site Usage
• LAB: Creating, Configuring and Branding SharePoint Sites

Microsoft Teams Collaboration

Microsoft Teams serves as a centralized hub for communication and collaboration, enabling organizations to streamline workflows and communication. This module covers the Teams collaboration functionalities, including its integration with Microsoft 365 Groups, creating and configuring teams and utilizing channels.

• Teams Collaboration and Communication Features
• Teams and Microsoft 365 Groups
• Creating and Configuring a Team
• Teams Channels: Standard, Private and Shared
• Working with Tabs
• Managing Apps
• Teams Lifecycle Management
• LAB: Define a Teams Environment and Configure Channels

Microsoft Lists

Microsoft Lists is a powerful tool for tracking, organizing and managing information in a structured and collaborative manner. It enables users to create customizable lists for tasks, projects, inventory, events and more. This chapter will guide you through creating and managing lists to store and organize information as efficiently as possible.

• Overview of Microsoft Lists
• Working with Lists in SharePoint Online and Teams
• Creating and Configuring Lists
• Custom Metadata, Columns and Terms
• Using and Formatting Views for Data Visualization
• Import/Export data from tools like Excel
• LAB: Configuring Lists

Document Management

Document management enables you to securely manage digital documents within an organization. It enhances collaboration, ensures version control and provides easy access to documents, improving overall productivity and governance. This module covers key document management features like co-authoring and document approvals.

• Collaborate on Documents through Teams and SharePoint
• Document Versioning and Metadata
• Claim Documents with Check-In and Check-Out
• Microsoft 365 Apps Integrations
• Co-Authoring Documents
• Provide Document Templates to End-Users
• Managing Recovery: Delete and Restore
• LAB: Configuring a Document Library

Automating Content with Tools and Copilot

SharePoint Online provides multiple built-in automation capabilities that help streamline repetitive tasks, standardize processes and enhance content governance. This module explores native automation features for rules, approvals and document processing, as well as how Copilot can accelerate content design and metadata management through natural language.

• Approvals with Built-in Flows
• Rules
• Quick Steps
• Document Processing Services
• Workflows
• Autofill Columns
• Copilot-driven Site Planning and Design
• Copilot-driven Library and List Design
• Intelligent Metadata Extraction with Copilot
• LAB: Automating Content with Tools and Copilot

Managing Content Types

Content types are essential tools for managing content at scale. They can be used to enforce standards for custom metadata, document lifecycle, templates and more.

• Managing Content Types
• Providing Reusable Metadata with Site Columns
• Adding Document Templates to Content Types
• Publishing Enterprise Content Types
• Grouping Documents in Document Sets
• LAB: Working with Content Types

Modern Pages and Web Parts

Modern pages are essential for creating immersive, responsive content in a user-friendly format that integrates data, text and media. These pages simplify sharing important news within teams or organizations, with news automatically appearing in hub sites, mobile apps and the SharePoint home experience. This module teaches you how to create and manage modern pages effectively.

• Creating, Managing and Scheduling Pages
• Copilot-driven Page Design
• Enriching Pages with Web Parts
• Publishing News and Posts
• Page Approvals
• Multilingual Pages and Translations
• LAB: Creating and Publishing SharePoint Pages and News

OneDrive

OneDrive provides secure cloud storage for personal files, enabling easy access, sharing and collaboration across devices. It ensures seamless file synchronization and backup, enhancing productivity and data security. This module covers all core functionalities of OneDrive.

• OneDrive and OneDrive Client App
• Working with the OneDrive User Experience
• Synchronize Documents across multiple Devices
• Files On-Demand

Creating Agents across Microsoft 365

This chapter explains how agents let you extend Microsoft 365 with custom instructions, knowledge and tools, using Agent Builder, SharePoint, Teams or OneDrive. It covers the full lifecycle: creating and configuring an agent, then publishing, sharing and using it.

• Using SharePoint Default Site Agents
• Creating Agents in Agent Builder, SharePoint, Teams and OneDrive
• Configuring Agents with Knowledge and Tools
• Publishing and Sharing Agents across Microsoft 365
• Building Reusable Skills for Agents
• Best Practices for Building Agents
• LAB: Configure your Company Compliance Policy Agent

Designing a Modern Collaboration Environment

A well-designed collaboration architecture in Microsoft 365 is crucial for fostering productivity, efficiency and seamless communication within an organization. This chapter explores how to design and structure a modern collaboration and intranet environment using SharePoint, Teams and Viva.

• Structuring SharePoint Sites with Hubs
• Hub Configuration and Navigation
• Global SharePoint Navigation
• Configuring the Home Site
• Integrating SharePoint in Teams with Viva Connections
• Designing Collaboration Platforms with SharePoint, Teams and Viva Engage
• LAB: Brainstorming and Designing a Collaboration Architecture

Configuring User Permissions in Microsoft 365

User administration ensures that the right individuals have appropriate access to Teams, SharePoint and other resources. Proper user management allows for efficient collaboration and information protection. This module will show you how to effectively configure user administration, ensuring secure and efficient collaboration in Teams and SharePoint.

• Microsoft 365 Group Owners vs Members
• Private vs Public Microsoft 365 Groups
• SharePoint Security Architecture
• Microsoft Teams Member and Guest Permissions
• LAB: Configuring User Permissions in Microsoft 365 Groups, SharePoint and Teams

Collaborating with External Users

Working with people outside your organization by sharing files, communicating and collaborating enhances productivity and fosters stronger partnerships. It ensures successful outcomes while maintaining control over sensitive information. This module explores key concepts and use cases for effectively integrating external users into your organization's workflows.

• Introduction to External Users
• Configuring External Users in the Microsoft 365 Admin Center
• External Access vs Guest Access vs B2B Direct Connect
• Sharing Scenarios in Microsoft 365 Groups, SharePoint, Teams and OneDrive
• LAB: Sharing Content with External Users

Overview of Teams Communication Services

Microsoft Teams enables instant messaging, video calls and meetings to ensure efficient and effective communication, whether team members are working remotely or in the office. This module gives you an overview of these key communication features and how Copilot and specialized agents are starting to reshape meetings, recaps and even live translations.

• Chat, Audio Calls and Video Calls
• Meeting Types: Events, Webinars and Town Hall
• AI Features in Teams: Copilot, Intelligent Recap, Facilitator and Interpreter
• Teams Phone System: Phone Numbers, Call Queues and Auto Attendants
• LAB: Configuring and Hosting Teams Meetings

Microsoft Search

Microsoft Search helps you quickly find the information you need to complete your tasks, whether it's people, files, sites, or answers to common questions. You can use Microsoft Search throughout your workday to access relevant content efficiently. This module teaches you how to use and configure Microsoft Search for an optimized user experience.

• What is Microsoft Search?
• Microsoft Search vs Microsoft 365 Copilot Search
• Search Query Syntax
• View and Customize the Search Schema
• Optimize Search with Verticals, Bookmarks, PnP Search and more
• LAB: Use and Customize Microsoft Search with Verticals and the Query Syntax

Compliance

Compliance ensures that an organization adheres to legal, regulatory and internal standards. It reduces the risk of legal issues, safeguards sensitive data and fosters trust with customers, employees and stakeholders. This module explains what compliance looks like across SharePoint and Teams and demonstrates how you can use these tools to protect and retain your data.

• Compliance Overview
• Preserve Key Data with Data Retention
• Protect Important Information with Sensitivity Labels
• Prevent Data Disclosure with Data Loss Prevention

Extending Microsoft 365 with Agents in Copilot Studio

Copilot Studio lets you build agents that go beyond answering questions: they can take action across your Microsoft 365 environment, connecting to your data and triggering tasks in tools like SharePoint and Teams. This chapter shows you how to design, connect and publish these more advanced agents.

• Creating and Configuring Agents in Copilot Studio
• Connecting Agents to Actions and Data in SharePoint, Teams and OneDrive
• Building Reusable Skills for Agents
• Publishing and Sharing Agents across Microsoft 365