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Interface, chat and daily communication
Understand Activity, Chat and Teams and start individual and group conversations.
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- Understand Activity, Chat and Teams
- Start individual and group conversations
- Use mentions and reactions effectively
- Share links and files in the right context
- Use search and history
- Adopt clear communication rules
Teams, channels and work organization
Understand teams and channel types and choose when to create a channel.
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- Understand teams and channel types
- Choose when to create a channel
- Organize posts and conversations
- Manage owners and members
- Use tabs to centralize work
- Avoid unnecessary workspace sprawl
Audio, video and screen-sharing meetings
Schedule and join a meeting and configure camera, microphone and devices.
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- Schedule and join a meeting
- Configure camera, microphone and devices
- Share a screen, window or presentation
- Use meeting chat and reactions
- Manage participants and roles
- Apply hybrid-meeting best practices
Calendar, notes and meeting follow-up
Use the Teams calendar with Outlook and create invitations and meeting options.
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- Use the Teams calendar with Outlook
- Create invitations and meeting options
- Prepare an agenda and documents
- Use available notes and recaps
- Find recordings or transcripts when permitted
- Turn decisions into clear follow-ups
Files, OneDrive, SharePoint and co-authoring
Understand where Teams files are stored and share without creating unnecessary copies.
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- Understand where Teams files are stored
- Share without creating unnecessary copies
- Co-author Word, Excel and PowerPoint files
- Manage file permissions
- Use version history
- Organize team folders and documents
Apps, tabs and team tasks
Add useful apps in Teams and use tabs for frequent resources.
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- Add useful apps in Teams
- Use tabs for frequent resources
- Connect tasks and plans when available
- Centralize forms or tracking boards
- Avoid duplication across tools
- Build a workspace around a process
Notifications, search and personal productivity
Configure notifications without overload and use status and availability.
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- Configure notifications without overload
- Use status and availability
- Search messages, people and files
- Save or retrieve important items
- Manage multiple teams efficiently
- Create a daily work routine
Webinars, town halls and large meetings
Understand available meeting formats and set up registration when available.
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- Understand available meeting formats
- Set up registration when available
- Define producer and presenter roles
- Manage questions and interaction
- Prepare delivery to a large audience
- Organize follow-up and resources after the event
Guests, external collaboration and governance
Understand guest and external access and share with least privilege.
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- Understand guest and external access
- Share with least privilege
- Verify accessible channels and files
- Manage external member lifecycle
- Apply organizational policies
- Reduce accidental sharing risks
Copilot, adoption and team methodology
Understand available Copilot features and prepare summaries or follow-ups with human review.
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- Understand available Copilot features
- Prepare summaries or follow-ups with human review
- Use prompts suited to professional context
- Respect privacy and internal rules
- Define shared Teams conventions
- Measure and improve team adoption