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Microsoft 365 Admin Hands-On Workshop—Advanced: Business processes, control with SharePoint and AI, including CoPilot (AI) Forms, Planner
Participants who already work with Microsoft 365 will learn to use the platform strategically in this advanced workshop. SharePoint, Copilot, Forms, and Planner are explored in depth to handle complex processes efficiently and at scale.
Key topics
- Advanced use of SharePoint as a process management platform.
- Automating workflows and business processes with Copilot.
- Building smart forms and approval flows with Forms.
- Structured task planning and project tracking with Planner.
- Connecting Microsoft 365 services into scalable solutions.
Prerequisite
Practical experience with Microsoft 365 is required – particularly with SharePoint and the platform’s core features.
Target group
IT managers and process specialists with hands-on Microsoft 365 experience who want to expand their skills and apply them to more complex scenarios.
Structured knowledge, targeted automation, and smart AI integration build a solid foundation for flexible, scalable IT solutions in modern organisations.
Course content
Using Microsoft 365 Components Effectively
- Optimize the interaction between Microsoft 365 components
- Deepen the integration of Microsoft SharePoint and Syntex
- Use Microsoft 365 and Office 365 productively
- Implement automations with Microsoft Power Automate
- Leverage the Microsoft Power Platform
- Integrate Microsoft Azure
- Deploy AI support through Microsoft Copilot
- Combine Microsoft Forms and Planner
AI-Based Document Detection and Classification
- Save time through AI-based recognition and classification of receipts and documents
- Use the automated process from scanner to data processing
- Automatically process email attachments (PDF, DOCX, XLSX, etc.)
Using the Document Library Professionally
- Use and structure the document library efficiently
- Quickly locate internal and external company data
Establishing a Central Company Intranet
- Successfully introduce a central intranet for information and communication
- Implement and operate the intranet as a communication platform
Building a Company Wiki as a Knowledge Base
- Build and maintain a company wiki as the central knowledge base
- Consolidate knowledge to improve efficiency and collaboration
- Foster an open knowledge culture for greater productivity and agility
Automating Multilingual Communication
- Use automated translations for multilingual communication
- Save time with automatic translation tools
Optimizing Task Organization with Kanban
- Optimize task organization by integrating a Kanban board with company data
- Reduce message and email overload through automation
Managing Deadlines and Tasks with the Follow-Up Calendar
- Plan tasks and appointments efficiently with the follow-up calendar
- Keep important deadlines in view at all times
- Maintain an overview of open tasks
- Organize recurring tasks in a structured way
- Embed a structured working approach into daily practice
Monitoring and Maintaining Processes
- Monitor business processes in a targeted way
- Support the onboarding of new employees
- Consistently comply with occupational health and safety requirements
- Implement and document ISO processes
Integrated Corporate Communication with App and Messenger
- Use an employee app with an integrated messenger
- Introduce the app for modern corporate communication
- Use the messenger for interactive daily exchanges
- Handle sick leave and vacation notifications digitally
- Document communication exchanges chronologically for verification
Up to 100% funding for your continuing education
Attractive funding opportunities are available for numerous continuing education programs – depending on the funding program, up to 100% funding is possible.
The requirement is that you live or work in Germany. Our funding opportunities are not available outside of Germany.
Funding opportunities are available for career starters, job seekers, career changers, startups, experienced professionals, those seeking career advancement, and specialists.
What is the focus of Microsoft 365 Administration?
- The core topic is managing digital business processes with Microsoft 365. SharePoint, Forms, Planner, and AI features such as Copilot enable structured workflows and efficient automation.
What contribution does AI with Copilot make?
- AI features assist with analyzing, structuring, and optimizing work processes. Copilot helps create content, manage workflows, and prepare data-driven decision bases.
What is SharePoint particularly well suited for?
- SharePoint is the central platform for document management, collaboration, process control, and information provision within organizations.
What prior knowledge is recommended?
- Experience with Microsoft 365, SharePoint, or administrative tasks makes it easier to get started and understand the more complex concepts covered in the course.
How do Forms and Planner contribute to process optimization?
- Forms enables structured data collection, while Planner ensures transparent task planning. Combined, they produce clear and traceable workflows.
What does centralized process control actually deliver?
- Processes become more transparent, efficient, and scalable. Media discontinuities decrease noticeably, and both collaboration and traceability improve significantly.
Why is Microsoft 365 process control worthwhile?
- AI-supported digital processes increase efficiency, flexibility, and competitive strength, and build a solid foundation for modern working environments.
