Using Microsoft 365 tools in projects 

Learn to use Microsoft 365 tools in a project environment!

Training agenda

Using Microsoft 365 in projects

For most SMEs, Microsoft 365 is an already available environment that can provide basic, yet structured support for smaller, less complex SME projects without the need for a separate implementation or the purchase of new tools.

How can I really put Microsoft 365 to work for my projects, using its tools not just passively, but intentionally and purposefully? How can I make sure don’t get lost across folders and email threads, but remain accessible and up to date for everyone? How can Teams, Planner or Lists support transparent tracking of daily tasks? 

These questions are particularly relevant for professionals who work in projects but approach digital tools from a user perspective rather than an IT perspective, but want to get the most out of the tools already at their disposal. During our one-day, hands-on training, participants will get a comprehensive overview of Microsoft 365 services and learn how to integrate these tools into their everyday project work.

We'll show you real-life examples of how OneDrive, SharePoint, Teams or Planner can be used to coordinate tasks, documents and communication, and how Forms, Loop or Stream can further simplify and streamline daily workflows. 

Find the programme on the training map:

Recommended for project managers in an SME environment

Using Microsoft 365 tools in projects 

We also offer online courses using digital and video conferencing tools!

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Our experts


The programme is delivered by an experienced trainer who is involved in the design and implementation of Microsoft 365 implementations on a daily basis, as well as the customisation of environments to meet user and business needs. As a Microsoft partner, he has extensive experience in the full range of Microsoft solutions, from the design of collaboration tools to the set-up to ensure efficient operations and support for practical use, with a particular focus on the operational specifics of SMEs.

Who do we recommend it for?

The training is recommended primarily for project managers, project coordinators, office and operational staff and team leaders working in SMEs who want to use the Microsoft 365 environment more consciously and effectively in their project work. It is also useful for those who do not want to implement new systems but are looking for well-functioning, ready-to-use solutions for daily collaboration with the M365 tools they already have.

Participation does not require prior IT or PM software knowledge, but participants must have the following MS subscription:

  • M365 Business Standard or M365 Business Premium or M365 E3 or M365 E5
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Training agenda

Using Microsoft 365 in projects

  • OneDrive - cloud storage sync, important folders, sharing settings and collaboration, mobile app
  • SharePoint Online - cloud storage synchronization, collaboration, Microsoft Lists
  • Microsoft Teams basics - chat, groups, meeting, mobile app
  • Planner - task management in Teams
  • Copilot chat - free version
  • Outlook fundamentals - filtered mail and views, calendar sharing and meeting organisation, tasks, mobile app
  • Microsoft Forms - survey and questionnaire basics
  • Loop - what and how to use a digital notebook
  • Microsoft Stream - creating and managing a corporate video channel

Satisfaction guarantee

We are confident about the quality of our programme, but if you are still dissatisfied and report it during the first training block, you will of course not have to pay! We invoice you after the training, we do not charge anything in advance.

Training information

We offer discounts for PMSZ members, groups of two or more applicants, and individuals!

In case of 4 or more applicants, please contact us for a customized proposal, in which case the schedule and topics can be flexibly adjusted! 

 

Our programme consists of 1 day (9.00-17.00) of online training.

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Using Microsoft 365 tools in projects 

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"I really liked it, it was a well structured training. I had some experiences during the training, which helped me to integrate the knowledge, as it was not just a lecture. I liked the exercises, the atmosphere was good, I got answers to my questions, it was interactive, great!"

Important

Knowledge of IT tools and the use of AI capabilities is now a standard requirement for project managers.

10 reasons why you should choose us

  • We only run small group workshops, larger groups are split up to ensure efficient learning
  • Low minimum number of participants, unlike most training organisations, we start the course with as few as 4 participants, no waiting
  • Qualified trainers - our trainers are CAPM, PMP, PMI-PBA, PMI-ACP, PSM, PSPO and SAFe certified, and our trainers are uniquely familiar with all major PMI, Scrum.org and SAFe exams, so they can provide strong support on the types of questions and tricks you can expect to encounter in the real exam
  • Practical experience: our trainers have helped dozens of teams and organisations to become agile and have supported real agile projects, which will provide practical help in real-life situations throughout the programme
  • Pay only after the training: no deposit is required, in all cases you will be invoiced after the end of the programme
  • Satisfaction guarantee: we're confident about the quality of our programmes, so if you're not satisfied and you tell us at the first visit, you don't have to pay anything.
  • Exam routine: participants will take a series of tests during the programme
  • Real-life: the learning is delivered in a process-oriented way, supported by practical examples that match the participants' experience,
  • Exam administration, documentation: support for all participants, individual consultation on request
  • We also offer additional discounts on our affordable prices for individuals

Location

H-1118 Budapest, Kelenhegyi str. 29/b.
tel.: +36 70 787 6328 
mail: info@promanconsulting.hu