Microsoft 365 Collaboration Essentials (COL365.1)
Build practical skills in Microsoft Teams, SharePoint, and OneDrive to organize content, manage access, and collaborate securely across Microsoft 365.
Register or Request Training
- Private class for your team
- Live expert instructor
- Online or on‑location
- Customizable agenda
- Proposal responses same day as request
Course Overview
Build practical collaboration skills with Microsoft Teams, SharePoint, and OneDrive. This course teaches you how to organize team workspaces, run online meetings, manage shared content, and choose the right Microsoft 365 tool for common collaboration needs.
You will work with Teams and channels, SharePoint sites and document libraries, OneDrive file management, permissions, sharing links, version history, and file recovery. Exercises also cover mobile collaboration, Microsoft Loop, and co-authoring in Office applications.
By the end of the course, you will be prepared to collaborate more efficiently, manage access more securely, and apply Microsoft 365 governance and organization best practices.
Course Benefits
- Set up and manage Teams and Channels for group collaboration.
- Schedule and run meetings using Microsoft Teams.
- Navigate SharePoint sites and locate key resources.
- Store, organize, and share files with OneDrive.
- Share documents and manage permissions for secure collaboration.
- Apply best practices for teamwork and communication in Microsoft 365.
Delivery Methods
Live expert-led online training from anywhere. Guaranteed to run .
Delivered for your team at your site or online.
Course Outline
- Introduction and Setup
- Introduction
- Overview of Microsoft 365 Collaboration Tools
- Microsoft 365 Environment Overview
- Accessing Teams, SharePoint, and OneDrive
- Exercise: Access Collaboration Tools
- Managing Account Settings
- Setting Notifications and Preferences
- Understanding Sync and Office Integration
- Exercise: Exploring Microsoft 365 Tools
- Introduction and Setup Quiz
- Conclusion
- Teams Basics and Channels
- Introduction
- Creating and Managing Teams
- Public vs Private Teams
- Naming and Governance Tips
- Understanding Channels
- Standard vs Private Channels
- Customizing Channel Tabs
- Using Posts and @Mentions
- Collaborating on Files in Teams
- Version History and Recovery
- Putting it Together
- Exercise: Teams and Channels Hands-On Activity
- Teams Basics and Channels Quiz
- Conclusion
- Meetings and Communication
- Introduction
- Scheduling Teams Meetings
- Outlook Calendar Integration
- Meeting Roles and Settings
- Presenting in Meetings
- Sharing, Whiteboards, and Chat
- Meeting Recordings and Transcripts
- Post-Meeting Collaboration
- Notes and Action Follow-Ups
- Best Practices for Chat Threads
- Exercise: Team Meeting Simulation
- Meetings and Communication Quiz
- Conclusion
- SharePoint Sites and Navigation
- Introduction
- What Is SharePoint?
- SharePoint's Role in Microsoft 365
- Communication vs Team Sites
- Connecting Teams to SharePoint
- Navigating SharePoint Sites
- Using Site Contents and Web Parts
- Managing Site Links and Navigation
- Exercise: Design a SharePoint Site
- SharePoint Sites and Navigation Quiz
- Conclusion
- Document Libraries and Lists
- Introduction
- Working with Document Libraries
- Uploading and Syncing Files
- Using Metadata vs Folders
- Creating and Using Views
- Managing Permissions
- Sharing and External Access
- Version Control in SharePoint
- Exercise: Hands-On Practice with Document Libraries and Lists
- Document Libraries and Lists Quiz
- Conclusion
- OneDrive Essentials
- Introduction
- OneDrive vs SharePoint vs Teams
- Choosing the Right Tool
- Navigating OneDrive
- Syncing on Web, Mobile, and Desktop
- Organizing Files and Folders
- Using Search and Tags
- Exercise: Organizing Files and Folders in OneDrive
- OneDrive Essentials Quiz
- Conclusion
- Sharing and Collaboration
- Introduction
- Sharing Files Inside and Outside
- Using Share Links vs Direct Access
- Setting Expirations and Passwords
- Managing Shared Content
- Unsharing and Access Control
- Recovering and Restoring Files
- Exercise: Collaborative Project Share Simulation
- Sharing and Collaboration Quiz
- Conclusion
- Best Practices Recap
- Introduction
- Using OneDrive in Teams and Outlook
- Governance Tips by Tool
- Avoiding Confusion and Sprawl
- Exercise: Case Study: Implementing SharePoint Best Practices
- Best Practices Recap Quiz
- Conclusion
- Bonus Topics
- Introduction
- Tips for Mobile Apps
- Using Microsoft Loop
- Co-Authoring in Office Apps
- Exercise: Practical Exercise: Co-Authoring in Office Apps
- Bonus Topics Quiz
- Conclusion
Class Materials
Each student receives a comprehensive set of materials, including course notes and all class examples.
Class Prerequisites
Experience in the following is required for this Microsoft class:
- Access to a Microsoft 365 account with Microsoft Teams, SharePoint, and OneDrive enabled.
Experience in the following would be useful for this Microsoft class:
- Basic familiarity with Microsoft Word, Excel, and PowerPoint.
- Basic internet navigation and file-management skills.
- Some familiarity with online meeting tools and virtual meeting etiquette.
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