Microsoft 365 Admin Hands-On Workshop - Basic: 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

Modern working environments require structured processes, transparent control, and the targeted use of AI. Microsoft 365 offers an integrated platform that effectively combines collaboration, automation, and data intelligence.

Key topics

  • Administration and structuring of Microsoft 365.
  • SharePoint as the basis for business processes.
  • Process control with Planner and Forms.
  • AI support through Copilot in everyday work.
  • Efficient collaboration and information flows.

Prerequisites
Basic knowledge of Microsoft 365 and a general understanding of digital work processes.

Target group
IT administrators, digital managers, project managers, and specialists with a focus on process management and collaboration.

A clear view of networked tools, smart automation, and AI-supported control creates confidence in using Microsoft 365 and strengthens digital capabilities in a corporate context.

course content
  • Enhanced integration of Microsoft 365 tools
  • Effective integration of Microsoft SharePoint, Premium / Syntex
  • Use of Microsoft 365, Office 365
  • Automation with Microsoft Power Automate
  • Microsoft Power Platform
  • Microsoft Azure
  • Use of Microsoft CoPilot (AI)
  • Microsoft Forms and Microsoft Planner
  • Time savings through AI recognition and classification of receipts/documents
  • Automated process from scanner to data processing
  • Automation of email attachment processing (PDF, DOCX, XLSX, etc.)
  • Efficient retrieval of company data
  • Quick access to internal and external documents
  • Easy use of the document library
  • Development of a central intranet for information and communication
  • Introduction of an interactive employee portal
  • Setting up a company wiki as a central source of knowledge
  • Organizing knowledge to increase efficiency and improve collaboration
  • Promoting a knowledge culture with free access to information
  • Long-term increase in productivity and agility
  • Efficient use of automatic translations for multilingual communication.
  • Save time by using translation software.
  • Optimization of multilingual communication through automation.
  • Optimization of task organization within the company (in-depth)
  • Integration of a Kanban board with company data to increase efficiency
  • Automatic reduction of message and email overload
  • Working efficiently with the follow-up calendar
  • Professional task management with the follow-up calendar
  • Process monitoring (in-depth)
  • Control during the onboarding of new employees
  • Compliance with occupational safety regulations
  • Compliance with processes for ISO certification
  • Employee app with integrated messenger
  • Interactive communication for everyday work
  • Sick leave and vacation notifications
  • Chronological documentation of exchanges for verification purposes

Frequently asked questions

  • The focus is on the administration, control, and optimization of business processes with Microsoft 365. SharePoint, Copilot, Forms, and Planner are covered in practical interaction.
  • Key tools include SharePoint for processes and content, Copilot for AI-powered assistance, Forms for data collection, and Planner for task and team management.
  • AI supports the analysis, structuring, and automation of processes. Copilot helps to create content faster, control processes, and prepare data-based decisions.
  • The topics are suitable for process management, digital collaboration, document management, task control, and modern administration in organizations.
  • Basic knowledge of Microsoft 365 and an understanding of digital work processes are helpful for efficiently organizing content and applying it in a practical way.
  • The focus is on realistic scenarios and typical administrative tasks. Configuration, control, and use of the tools are presented in a direct application context.
  • The connection enables more efficient processes, better overview, and intelligent support for planning, analysis, and collaboration within Microsoft 365.

Do you have any further questions? Please contact us.