Microsoft 365 Admin Hands-On Workshop—Advanced: Business processes, control with SharePoint and AI, including CoPilot (AI) Forms, Planner

Price
Net €
VAT €

Price
Price on Request

Duration
1 day

For companies and job seekers:
this course is 100% fundable!
 

Location

Course Language
German

Training Solutions
Connected Classroom

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Today's digital business processes require precise control, clear structures, and intelligent automation. Modern Microsoft 365 environments combine collaboration, process logic, and AI to create a powerful working environment.

Key topics

  • SharePoint as a central platform for process control.
  • AI-supported automation with Copilot.
  • Smart forms and workflows with Forms.
  • Task and process planning with Planner.
  • Integration of Microsoft 365 services for scalable processes.

Prerequisites
Solid knowledge of Microsoft 365, especially SharePoint, and an understanding of digital business processes.

Target audience
IT administration, M365 managers, digitization and process managers, technical project roles.

Efficient processes, transparent control, and the targeted use of AI create stable digital structures that strengthen organizations in the long term and prepare them flexibly for new requirements.

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Course content
  • Optimization of the interaction between Microsoft 365 components
  • Deepening the integration of Microsoft SharePoint and Syntex
  • Use of Microsoft 365 and Office 365
  • Automation with Microsoft Power Automate
  • Use of the Microsoft Power Platform
  • Integration of Microsoft Azure
  • AI support through Microsoft Copilot
  • Use of Microsoft Forms and Planner
  • Time savings through AI-based recognition and classification of receipts and documents
  • Automated process from scanner to data processing
  • Automated processing of email attachments (pdf, docx, xlsx, etc.)
  • Efficient use of the document library
  • Quickly find internal and external company data
  • Successful introduction of a central intranet
  • Implementation of an intranet for information and communication
  • Establishment of a company wiki knowledge database.
  • Central collection of knowledge to increase efficiency and improve collaboration.
  • Promotes an open knowledge culture for greater productivity and agility.
  • Automated translations for multilingual communication
  • Save time with automatic translations
  • Optimization of task organization by integrating a Kanban board with company data.
  • Reduction of message and email overload through automation.
  • Efficient planning with the follow-up calendar
  • Reminders for important tasks
  • Keep track of deadlines
  • Organize recurring tasks
  • Promote a structured approach to work
  • Process monitoring
  • Onboarding new employees
  • Compliance with occupational health and safety regulations
  • Implementation of ISO processes
  • Employee app with messenger for communication
  • Integration of an employee app
  • Messenger for daily, interactive communication
  • Sick leave and vacation notifications
  • Chronological documentation of exchanges (duty to provide evidence)

Frequently asked questions

  • The focus is on managing digital business processes with Microsoft 365. SharePoint, Forms, Planner, and AI features such as Copilot support structured workflows and automation.
  • AI functions help with analyzing, structuring, and optimizing work processes. Copilot provides support for content, evaluations, planning, and decision-making in Microsoft 365.
  • SharePoint serves as a central platform for document management, collaboration, process control, and information provision in companies.
  • Basic experience with Microsoft 365, SharePoint, or administrative tasks makes it easier to get started and understand more complex concepts.
  • Forms enables structured data collection, while Planner ensures transparent task planning. Together, they create clear, traceable workflows.
  • Processes become more transparent, efficient, and scalable. Media discontinuities are reduced, and collaboration and traceability are improved.
  • AI-supported digital processes increase efficiency, flexibility, and competitiveness, and form a stable basis for modern working environments.
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Do you have any further questions? Please contact us.