Mastering Microsoft 365 for Project Managers

 

Description

Mastering Microsoft 365 for Project Managers

Microsoft 365 offers an integrated suite of tools designed to enhance project management, team collaboration, and individual productivity. This training helps you learn how to use tools like Microsoft Teams, Planner, SharePoint, To Do, OneNote, and Power BI effectively to organize, track, and manage your projects smoothly and collaboratively. Through hands-on workshops, you’ll learn how to centralize communication, organize tasks, share documents, and monitor project progress in real time.

  21 h / 3 Days
  Certification
In person

Training objectives

  • Structure a collaborative workspace in Teams

  • Plan, track, and assign tasks with Planner and To Do

  • Centralize and secure project documentation in SharePoint

  • Use OneNote and Outlook for personal and team organization

  • Use Power BI for simple project tracking dashboards

Educational objectives

  • Coordinate tasks with Planner and ensure effective tracking

  • Use SharePoint as a project document repository

  • Use OneNote and Outlook for meetings and planning

  • Build a project tracking dashboard with Power BI

  • Identify opportunities for automation with Power Automate

Who is this training course for?

  • Project managers, coordinators, and team leaders

  • PMOs and project portfolio managers

  • Anyone involved in managing collaborative projects with Microsoft 365

Detailed program

Getting Started with Microsoft 365 for Project Management

  • Overview of the Microsoft 365 suite: key tools and integration

  • Set up a project team in Teams

  • Organize channels, meetings, files, and discussions

  • Share, co-edit, and structure files in SharePoint

  • Centralize note-taking with OneNote

Planning and Activity Tracking

  • Organize and assign tasks with Planner and To Do

  • Track work and manage notifications in Teams and Outlook

  • Connect calendars, meetings, and planning

  • Structure information and prioritize actions

  • Case study: structuring a collaborative project plan

Reporting and Automation

  • Introduction to Power BI

  • Connect data from Planner and Excel

  • Introduction to Power Automate: automate simple processes

  • Practical scenarios: alerts, reminders, automated approvals

  • Final workshop: build a project dashboard and add automation

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