Hybrid Teamwork & Collaboration
Employees have new expectations for how and where they work — seeking physical and digital workspaces that feel inclusive, where they can easily share and connect to work together. Microsoft 365 provides the best platform for secure, hybrid teamwork and collaboration.
There is little benefit in switching to new productivity and collaboration tools like Microsoft 365 if your teammates are unsure how to use them. Clear Concepts provides user-centric Microsoft 365 training and adoption services with resources that support a variety of work styles.
The successful adoption of Microsoft 365 represents a major change in user behavior. It is more than a set of apps – it is a fundamentally different way of working:
Change doesn't happen automatically. Most employees are hesitant to try new technology rolled out by their organization.
Constant training is required. The features and capabilities included in Microsoft 365 are evolving faster than ever.
Leadership matters. The right stakeholders must be engaged in the learning and change processes.
Awareness drives utilization. Streamlined processes and improved productivity boost the bottom line.
Our "Empty Cup" approach to Microsoft 365 training is a transformative method that draws from the Zen philosophy of approaching learning with an open mind. It emphasizes the importance of 'unlearning' to make room for new information, akin to emptying one's cup to fill it anew. This method encourages learners to let go of preconceived notions of what office software “does” and embrace a beginner's mindset, where possibilities are numerous and learning is boundless.
List of Instructor-Led Sessions
A Tour of Microsoft 365
Description:
Learn the basics of navigating the Microsoft 365 homepage and finding all of the applications included your Microsoft 365 subscription. Examine core functions including apps, files, and customizations.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- New users of Microsoft 365
Introduction to OneDrive & SharePoint for Files 
Description:
Understand the different functionalities between OneDrive and SharePoint Document Libraries, how to search and navigate files in Microsoft 365, how to share files, and create shortcuts between OneDrive and SharePoint.
Recommended For:
- Organizations that have recently migrated server files to Microsoft 365
- New users of Microsoft 365
- New users of SharePoint
- Organizations looking to implement SharePoint for file storage
File Sharing with Teams
Description:
Learn how Files & Folders in OneDrive, SharePoint, and Teams are connected. Share files directly with individuals, in a Team Channel, or in a SharePoint Document Library, and collaborate on documents across Teams.
Recommended For:
- Organizations that have recently migrated server files to Microsoft 365
- New users of Microsoft 365
Microsoft Teams: More than Chat & Meetings
Description:
Learn how to access Microsoft Teams from a web browser and navigate the user interface, create group chats, understand how teams and channels work as collaborative workspaces, connect to other Microsoft 365 apps.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- Organizations new to Hybrid Work
- New users of Microsoft Teams
Introduction To Teams Phone
Description:
Learn how Teams Phone works on your desktop, mobile device, and a Teams desk phone. Understand calling and voicemail functions, managing and adding contacts, how to transfer calls, and more.
Recommended For:
- Organizations that have recently migrated their phone system to Microsoft Teams
- New users of Teams Phone
*Note: All Teams Phone sessions assume that Teams Phone & Calling Plan have been licensed and deployed correctly for the users in attendance.
Effective Meetings with Teams
Description:
Gain an entry-level understanding of before/during/after Microsoft Teams meeting tools, learn how to schedule, start, and join a meeting from Teams or Outlook, record and share your meeting, and improve the Teams meeting experience.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- New users of Microsoft Teams
Mastering Teams Meetings as an Attendee
Description:
Learn how you can be a prepared and active attendee in a Teams meeting by using features such as chat, Q&A, attaching files, using reactions, and more.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- Organizations new to Hybrid Work
- New users of Microsoft Teams
Mastering Teams Meetings as a Presenter
Description:
Learn how to run effective meetings in Teams using features such as chat, Q&A, Apps like Polls and Whiteboard, sharing your screen, using PowerPoint Live, and much more.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- Organizations new to Microsoft Teams
- Users that frequently host Teams Meetings
AI-Enhanced Meetings with Teams Premium
Description:
Learn how to use the AI recap features in Teams meetings, assign tasks simply by using your voice, use live translation and captions, customize the look and feel of your meetings, and discover immersive spaces for a unique meeting experience.
Recommended For:
- Organizations that have recently licensed Microsoft Teams Premium
- New users of Microsoft Teams Premium
- Users with frequent Teams Meetings
*Note: This session assumes that Teams Premium licenses have been deployed correctly for the users in attendance.
Reclaim Your Inbox
Description:
Reduce internal email by understanding how Chat and Channels in Teams work, understand how sharing files instead of attachments is more efficient, and learn how to use tools in Outlook to easily tame your inbox.
Recommended For:
- All users
Personal Task Management with Microsoft To Do
Description:
Understand how Microsoft To Do and Outlook work together, learn how to create, share, and assign tasks, and how to organize your day and your tasks easily.
Recommended For:
- All users
Team Task Management with Microsoft Planner
Description:
Learn how to use Microsoft Planner, including creating and setting up a Planner board, assigning tasks, adding Planner to a Teams team channel, and making the most of the Planner app in Teams.
Recommended For:
- All users
- Users who work collaboratively on projects
Navigating Your SharePoint Intranet
Description:
Learn how to locate and browse SharePoint sites, which serves as versatile team and organizational tools to share news, files, lists, and other resources.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- Organizations deploying an intranet / internal information portal
- SharePoint users with the "Member" or "Visitor" role
Creating & Maintaining a SharePoint Intranet
Description:
Understand the difference between SharePoint Communication sites and Team sites, learn how to create a new site, customize page layout and branding, create SharePoint news, and use Web Parts in your site.
Recommended For:
- SharePoint site Owners & SharePoint Administrators
- SharePoint Champions
Introduction To Power BI
Description:
Learn how to leverage Microsoft's Power BI platform for completing the 5 steps to data dashboard creation: Data Ingestion, Data Cleansing, Data Modeling, Data Visualization, & Report Distribution.
Recommended For:
- Individuals who have some experience in data analytics and are looking to apply their skills to the Power BI platform in order to extract more value out of their organization's data estate
*Note: A Power BI Desktop license may be required to get the most from this training session.
Introduction to AI Prompt Engineering
Description:
Learn how the basics of Prompt Engineering can help to enhance your workplace productivity as we walk through several practical use-cases of AI tools. We explain what Microsoft Copilot Chat is, how to access it, and provide tips and tricks for structuring your prompts to ensure you're getting the most out of your AI experience.
Recommended For:
- Organizations who are curious about the recent advancements in AI and would like to explore an entry level tool that provides quick productivity gains in the workplace
Introduction to Microsoft 365 Copilot 
Description:
Explore the fundamentals of Microsoft 365 Copilot, starting with the various applications that now include Copilot AI capabilities. Learn how to access Copilot Chat and make basic commands to execute simple tasks.
Recommended For:
- Individuals or teams who have just acquired a Microsoft 365 Copilot license and are eager to use the tool to generate content
- Busy individuals or teams looking to maximize the benefits of AI
*Note: All Microsoft 365 Copilot sessions assume that Microsoft 365 Copilot has been licensed and deployed correctly for the users in attendance. We strongly recommend “Introduction to AI Prompt Engineering” as a prerequisite session.
Utilizing Microsoft 365 Copilot to Enhance Productivity
Description:
Further your understanding of Microsoft 365 Copilot with specific in-app use-cases and scenarios, including generating draft documents, creating presentations, extracting or transforming data, writing formulas, and summarizing meetings, emails, and Teams conversations.
Recommended For:
- Individuals or teams who have just acquired a Microsoft 365 Copilot license and are eager to use the tool to generate content
- Users with an advanced understanding of Microsoft Office & Microsoft 365 app
*Note: All Microsoft 365 Copilot sessions assume that Microsoft 365 Copilot has been licensed and deployed correctly for the users in attendance. We strongly recommend “Introduction to AI Prompt Engineering” as a prerequisite session.
Microsoft 365 Copilot Advanced Features
Description:
Uncover advanced applications for Microsoft 365 Copilot within OneDrive and SharePoint Document Libraries. Learn how to get started building your own Agents with files and data in SharePoint. Understand how AI can enhance Microsoft Loop.
Recommended For:
- Individuals or teams who have just acquired a Microsoft 365 Copilot license and are eager to use the tool to generate content
- Busy collaborators, and users with the most demanding meeting schedules
*Note: All Microsoft 365 Copilot sessions assume that Microsoft 365 Copilot has been licensed and deployed correctly for the users in attendance. We strongly recommend “Introduction to AI Prompt Engineering” as a prerequisite session.
Introduction to Microsoft Loop: A New Way to Collaborate
Description:
Discover how this innovative app enhances team collaboration by integrating fluid components across various Microsoft 365 applications. Learn how to create and share dynamic content in real-time, and stay organized with Loop's flexible workspaces, pages, and components.
Recommended For:
- Microsoft 365 Champions
- Experienced digital collaborators
- Team leads and Managers
- Organizations with Microsoft 365 Business Premium licensing
Introduction to Microsoft Lists
Description:
Learn how to create custom lists, add columns, build views, set up alerts and automation, and track important information efficiently. Discover how this powerful tool can streamline your workflow, enhance collaboration, and keep your team organized.
Recommended For:
- Microsoft 365 Champions
- Operations teams
- Team leads and Managers
Clipchamp & Stream: Video in Microsoft 365
Description:
Learn how to create professional-quality videos effortlessly using apps included in Microsoft 365. Review Clipchamp templates, stock media, and AI-powered features like text-to-speech. Discover how Stream enhances your video experience by allowing you to upload, and share videos, meetings, and screen recordings seamlessly across Microsoft 365.
Recommended For:
- Microsoft 365 Champions
- Marketing teams
- Communications teams
Project Management with Microsoft Planner Premium
Description:
Explore advanced project management capabilities, including the creation and management of Project Portfolios, roadmaps, and timelines. Learn how to track dependencies, set goals, report on progress, and visualize your project's critical path with Planner Premium's enhanced features like custom fields, dependencies, and milestone tracking.
Recommended For:
- Individuals who have some experience in Microsoft Planner and are looking to enhance their project management capabilities with Planner Premium (formerly Microsoft Project)
- Project Managers
*Note: Planner Plan 1, or Planner and Project Plan 3 / 5 licensing is required to get the most from this training session.
