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
Introduction to Microsoft 365
Description:
Learn how to navigate the Microsoft 365 homepage, create, access, and save documents, share files and collaborate with others.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- New users of Microsoft 365
Introduction to OneDrive & SharePoint Document Libraries
Description:
Understand the different functionalities between OneDrive for Business and SharePoint Document Libraries, how to search and navigate files in the cloud, 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 SharePoint, OneDrive, and 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 OneDrive, SharePoint, and Teams.
Recommended For:
- Organizations that have recently migrated server files to Microsoft 365
- New users of Microsoft 365
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
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
Introduction To Microsoft Teams
Description:
Learn how to access Microsoft Teams from a web browser and navigate the user interface, create 1:1 and group chats, understand how teams and channels work as collaborate workspaces, connect to other Microsoft 365 and third-party apps, and understand how Teams can help make meetings more productive.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- Organizations new to Hybrid Work
- New users of Microsoft Teams
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
Teams 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.
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
File Management in Microsoft 365 - A Focus On SharePoint Document Libraries
Description:
Learn how to use SharePoint document libraries to your advantage. Store, use, and upload files, create document libraries on their own or linked to teams in Teams. Learn how to give categories to your files for easy searchability.
Recommended For:
- Organizations that have recently migrated server files to Microsoft 365
- New users of Microsoft 365
Productivity In Teams: Task, File, Channel Management, Apps & Add-Ons
Description:
Learn how the tools in the Microsoft 365 can work within a Team Channel to increase productivity, how to successfully manage channels, and how to add more apps to your Teams experience.
Recommended For:
- Organizations who have experience with Microsoft 365 and want to learn how to take their understanding of Teams to the next level
Introduction to SharePoint Team Sites
Description:
Understand what SharePoint sites and Microsoft 365 groups are, learn how to customize site navigation, create and edit SharePoint pages, change the look and feel of a site, and how to set up your document library and views.
Recommended For:
- Organizations that have recently migrated to Microsoft 365
- Organizations deploying an intranet / internal information portal
- Owners and Members of SharePoint sites
Publishing News & Resources in SharePoint
Description:
Understand the difference between SharePoint Communication sites and Team sites, learn how to create a Communication site, schedule pages for publishing and customize page layout, create SharePoint pages, and use Web Parts in your site.
Recommended For:
- SharePoint site Owners & SharePoint Administrators
Advanced SharePoint Features
Description:
Extended review of advanced features that can take your Intranet to the next level. Make use of Audience Targeting and SharePoint Lists, create specialized data views, build ‘hubbed’ intranet navigation, and learn how to use SharePoint alerts.
Recommended For:
- SharePoint site Owners & SharePoint Administrators
- Company owners / Department leaders
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.
Teams Phone Administration
Description:
Learn how an Auto Attendant functions and how to edit out-going messages. Understand how to manage a Queue, park calls, add colleagues to a call, consult with a colleague before transferring a call, and more.
Recommended For:
- Organizations who use functions such as Queues and Auto Attendants and manage these capabilities internally
*Note: All Teams Phone sessions assume that Teams Phone & Calling Plan have been licensed and deployed correctly for the users in attendance.
Introduction To Microsoft Copilot
Description:
Learn how Microsoft Copilot can help to enhance your workplace productivity as we walk through several practical use-cases of the platform. We explain what Microsoft Copilot 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 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 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 Microsoft Copilot” 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 Microsoft Copilot” as a prerequisite session.
Microsoft 365 Copilot Advanced Features & Best Practices
Description:
Uncover advanced applications for Microsoft 365 Copilot within Microsoft Loop, and Microsoft Teams. Learn how you can catch-up on meetings in-progress and get AI-driven insights from the people, meetings, documents, and apps that you work with.
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 Microsoft Copilot” as a prerequisite session.
