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Microsoft 365 Admin Hands-On Workshop - Basic: Business processes, control with SharePoint and AI, including CoPilot (AI) Forms, Planner
Microsoft 365 gives IT teams a powerful platform for structured processes, smart automation, and practical AI support. This workshop covers how SharePoint, Planner, Forms, and Copilot are used in everyday business contexts.
Key topics
- Setting up and managing a Microsoft 365 environment.
- Using SharePoint as a central platform for business content.
- Planning tasks and processes with Planner and Forms.
- Applying Copilot for AI support in day-to-day work.
- Structuring collaboration and information flows effectively.
Prerequisite
Participants who are familiar with Microsoft 365 and have a basic understanding of digital work processes can join directly.
Target group
IT administrators and digital process managers who want to use Microsoft 365 purposefully and effectively within their area of responsibility.
Clear structures, well-designed workflows, and Copilot-powered AI support strengthen confident use of Microsoft 365 and improve collaboration across the organisation.
course content
Microsoft 365 Components in Action
- Understand the interplay of Microsoft 365 tools in depth
- Effectively integrate Microsoft SharePoint, Premium, and Syntex
- Use Microsoft 365 and Office 365 purposefully
- Build automations with Microsoft Power Automate
- Deploy the Microsoft Power Platform
- Connect Microsoft Azure
- Use Microsoft Copilot (AI) productively
- Combine Microsoft Forms and Microsoft Planner
AI-Powered Document Detection and Classification
- Save time through AI-powered recognition and classification of receipts and documents
- Use the automated process from scanning to data processing
- Automatically process email attachments (PDF, DOCX, XLSX, etc.)
Working Efficiently with the Document Library
- Find company data quickly and precisely
- Access internal and external documents with ease
- Navigate the document library without hassle
Building a Centralized Company Intranet
- Develop a central intranet for information and internal communication
- Introduce and operate an interactive employee portal
Knowledge Management with the Company Wiki
- Build a company wiki as the central source of knowledge
- Structure knowledge to boost efficiency and improve collaboration
- Foster an open knowledge culture with free access to information
- Increase productivity and agility in the long term
Automated Translations in the Organization
- Use automatic translations efficiently for multilingual communication
- Save time by leveraging translation software
- Optimize multilingual communication through automation
Digital Task Management and Kanban
- Optimize task organization within the company in a structured way
- Integrate a Kanban board with company data to increase efficiency
- Automatically reduce message and email overload
Structured Task Management with the Follow-Up Calendar
- Work more efficiently with the follow-up calendar
- Manage tasks professionally and keep on schedule
Controlling and Securing Processes
- Monitor business processes systematically
- Guide the onboarding of new employees in a structured way
- Consistently comply with occupational safety requirements
- Document ISO certification processes in a compliant manner
Mobile and Integrated Corporate Communication
- Use an employee app with an integrated messenger
- Enable interactive communication for everyday work
- Handle sick leave and vacation notifications digitally
- Chronologically document and verify communication exchanges
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 MS365 Admin Hands-On Workshop about?
- The focus is on administration and optimization of business processes with Microsoft 365. SharePoint, Copilot, Forms, and Planner are covered in practical interaction.
Which Microsoft 365 tools take center stage?
- Key tools include SharePoint for processes and content, Copilot for AI-powered work, Forms for data collection, and Planner for task and team management.
What role do AI and Copilot play in practice?
- AI supports the analysis, structuring, and automation of processes. Copilot helps create content faster, manage processes, and prepare data-driven decisions.
Which areas of application is the content designed for?
- The topics are well suited to process management, digital collaboration, document management, task control, and modern administration in organizations.
What prior knowledge is useful?
- Basic knowledge of Microsoft 365 and an understanding of digital work processes are helpful for placing the content in context and applying it directly in practice.
How application-oriented is the content?
- The focus is on realistic scenarios and typical administrative tasks. Configuration, management, and use of the tools are taught in a direct application context.
What does the combination of SharePoint and AI offer?
- Together they enable more efficient processes, better visibility, and intelligent support for planning, analysis, and collaboration within Microsoft 365.
