Microsoft 365 Workflow Training

Build a repeatable process for handling requests from arrival through completion. Practice collecting information, assigning work, and tracking follow-up using connected Microsoft 365 tools.

Topics include:

• Collecting consistent information with Forms
• Reviewing requests and communicating through Outlook
• Creating and assigning tasks in Planner
• Tracking responsibilities, due dates, and progress
• Following up and closing completed requests

 Keep recurring issues visible and turn them into assigned work. Practice using Teams and connected tools to capture information, record decisions, and track action through completion.

Topics include:

• Capturing issues in Microsoft Lists
• Collecting consistent details with a simple form
• Recording decisions and next steps in Loop
• Assigning and tracking tasks in Planner
• Creating an automated notification to support follow-up

 Keep meeting preparation, decisions, and follow-up connected. Practice using Teams, Loop, and Planner to organize a meeting and track agreed actions through completion.

Topics include:

• Preparing a focused, shared agenda
• Collecting questions and information before the meeting
• Capturing notes, decisions, and action items
• Assigning tasks with owners and due dates
• Reviewing progress and preparing for the next meeting

Move a document from draft through review and approval while keeping everyone working on the same copy. Practice sharing feedback, managing revisions, and recording the final decision.

Topics include:

• Storing and sharing a team document
• Working together in Word
• Using comments and Track Changes to review content
• Managing revisions and checking version history
• Requesting approval and communicating the decision

Reduce repetitive spreadsheet work by connecting Office Scripts with Power Automate. Practice recording Excel actions and building a flow to run them.

Topics include:

• Identifying repeatable Excel tasks
• Recording actions with Office Scripts
• Running and reusing scripts
• Connecting scripts to Power Automate
• Testing results and checking for errors