Objectives:

Upon successful completion of this course, participants will be able to:

• Utilize advanced functions in Microsoft Excel for administrative data analysis and reporting.
• Master Outlook's complex scheduling features, task management, and delegated access.
• Leverage SharePoint and OneDrive for secure document management, collaboration, and version control.
• Automate routine administrative workflows using Power Automate and Forms.
• Apply advanced features in Word and PowerPoint to create professional, branded, and accessible documents and presentations.
• Effectively use Microsoft Teams for project coordination, meeting management, and internal communication.
• Integrate M365 applications to create seamless, automated administrative systems.
• Troubleshoot common synchronization and access issues across the M365 ecosystem.

Target Audience:

• Administrative Assistants who use Microsoft 365 daily
• Executive Assistants responsible for high-level document and data management
• Office Managers and Coordinators overseeing team collaboration
• Professionals seeking to automate administrative tasks
• Anyone who needs to utilize the advanced, integrated features of the M365 suite
• Employees migrating to or seeking to optimize their use of M365 tools

• Hands-on lab exercises for all M365 applications with real-world administrative tasks
• Practical exercises in creating advanced Excel formulas and Pivot Tables
• Group activity: designing and implementing a mock SharePoint/Teams site for a project
• Step-by-step guidance and practice in building simple Power Automate flows
• Scenarios for complex calendar management and delegation role-playing
• Individual exercises in document formatting, compliance, and accessibility checking
• Interactive discussions on best practices for M365 governance and security

Unit 1: Advanced Outlook and Calendar Management

• Creating and managing complex rules, Quick Steps, and search folders for inbox efficiency.
• Utilizing advanced features of Outlook Tasks and integrating with Microsoft To Do.
• Implementing delegation access for calendars and inboxes with full rights management.
• Best practices for using categories, flags, and color-coding for priority management.

• Managing multiple complex calendars simultaneously, identifying availability across time zones.
• Scheduling meetings with resource rooms, teams, and external contacts using Scheduling Assistant.
• Setting up and managing recurring appointments, series exceptions, and meeting updates.
• Using Calendar Groups and managing the visibility of shared calendars for executives.

Unit 2: Data Management with Advanced Excel

• Mastering essential administrative functions (VLOOKUP, INDEX/MATCH, CONCATENATE) for data consolidation.
• Using Conditional Formatting and Data Validation to ensure data integrity and track compliance.
• Creating Pivot Tables and Charts for quick, insightful administrative reporting.
• Protecting worksheets and workbook structures for secure data sharing.

• Designing effective data collection forms using **Microsoft Forms**.
• Importing and cleaning data from various sources for administrative tracking (e.g., expenses).
• Creating simple macros to automate repetitive administrative tasks (e.g., formatting).
• Integrating Excel data with other M365 apps like Word (Mail Merge) and Power BI.

Unit 3: Collaboration and Communication with Teams and SharePoint

• Structuring Teams, Channels, and Tabs for efficient project and departmental organization.
• Mastering advanced meeting features (live transcription, breakout rooms, polls).
• Integrating Planner/Tasks into Teams for unified task management and progress tracking.
• Using Teams as a central hub for document collaboration and communication.

• Understanding the architecture of SharePoint sites, document libraries, and lists.
• Implementing comprehensive version control and co-authoring best practices.
• Setting up granular permissions and access control for sensitive documents.
• Utilizing SharePoint Lists for managing administrative data (e.g., inventory, contacts).

Unit 4: Automation with Power Platform

• Identifying administrative processes suitable for low-code automation.
• Creating simple **Power Automate flows** for approvals, notifications, and file management.
• Automating follow-up tasks based on email triggers or form submissions.
• Troubleshooting and monitoring the performance of administrative flows.

• Mastering Word features: Styles, Themes, AutoText, and advanced Mail Merge.
• Using Section Breaks, Table of Contents, and Index features for complex reports.
• Designing engaging presentations using advanced PowerPoint features (Slide Master, animations, transitions).
• Ensuring document and presentation accessibility and compliance standards.

Unit 5: Integration and Troubleshooting

• Creating a unified administrative dashboard using a SharePoint site homepage.
• Integrating Forms, SharePoint Lists, and Power Automate for an automated onboarding process.
• Connecting Excel data to a PowerPoint presentation for dynamic reporting.
• Best practices for managing the synchronization of OneDrive files and shared libraries.

• Understanding basic M365 security features (MFA, phishing awareness).
• Troubleshooting common M365 issues (permissions, sync errors, access problems).
• Strategies for backing up and restoring important administrative data.
• Staying updated on new M365 features and maximizing their administrative use.