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Microsoft 365 End-User Training Session Catalogs

Microsoft 365 Communication and Collaboration Essentials

Our Microsoft 365 Communication and Collaboration catalog includes courses ranging from introductory to advanced. These training sessions help users understand the main functionality of Microsoft 365 cloud applications like Microsoft Teams, SharePoint, and OneDrive.

100 Level       200 Level       300 Level       Audience Specific

100-Level Courses:

These are introductory courses intended to help users understand the basics or a specific use case of an application. These courses are recommended for users who have little to no experience with Microsoft 365 or users who are transitioning to Microsoft 365 from another platform. 

Welcome to Microsoft 365

This introductory course covers accessing your Microsoft 365 resources and getting familiar with some of the key applications.


  • Learn how to access the Office 365 Portal
  • Locate key applications and settings within the Portal
  • Differentiate between OneDrive and SharePoint for file storage
  • Understand the basic functions of common Microsoft Apps (Word, Excel, PowerPoint, Outlook)
  • Discover the key functionality of additional Microsoft Apps (OneNote, Forms, Planner/ To Do)

Intro to Microsoft Teams (The Basics)

This introductory course covers the fundamentals to navigate the Teams app and get basic collaboration tasks up and running.

Course Objectives:

  • Navigate Microsoft Teams and get to know key features
  • Set up your avatar and use your presence to communicate
  • Understand where to find key settings in Teams
  • Know which app to use for specific communication tasks
  • Discover communication tricks and tips for speedy Teams usage

Peer-to-Peer Communication in Teams

Learn how to use key communication tools in Teams, like chat and peer-to-peer calling, to take on collaboration tasks and switch conversation types from one-on-one chats to ad-hoc video conferences.


  • Navigate the Chat app and understand key messaging features
  • Build group conversations by adding participants and managing chat history
  • Keep your conversation organized with editing, saving, and deleting messages
  • Understand file sharing implications and where shared files are stored
  • Know how to manage permissions for a file you shared through Teams Chat
  • Be able to upgrade a conversation with real-time audio, video, and screensharing

Microsoft Teams Calling

In this course, learn to use the calling features found with Microsoft 365 Business Voice or Enterprise Phone System and Calling Plan licensing.


  • Understand call settings in Teams
  • Learn to set up a voicemail greeting and configure voicemail settings
  • Assign, remove, and work with delegates
  • Learn to manage speed dial, contacts, call history, and voicemail messages
  • Be able to make an outgoing call and understand options including holding, transferring, and parking
  • Understand the different between Teams Audio calls and PSTN calls

Microsoft Teams Meeting Basics

This introductory course shows fundamentals for joining, scheduling, and participating in Microsoft Teams meetings. It’s a great fit for beginners.


  • Know how to join and schedule Teams Meetings from Teams or Outlook
  • Understand the differences between Channel and Private meeting types
  • Learn how to set and change meeting options
  • Be set up to look and sound great on camera
  • Be able to accomplish basic participation tasks like sending a meeting chat or sharing your screen
  • Understand basic audio-conferencing concepts (if applicable)

Microsoft Teams Participation Basics

You’ve been added to a team, now learn how you can navigate and participate in the Team with this course.


  • Understand shared resources in Teams
  • Cut through the noise by managing Teams and Channel lists and notifications
  • Work in Channels by having conversations, sharing files, and connecting apps
  • Understand the flow of data between Outlook and Teams
  • Know important best practices for keeping the Posts tab organized

File Sharing and Managing Files in Teams

Microsoft Teams integrates with OneDrive and SharePoint to manage its robust file sharing and handling features. Learn everything you need to know about how to access, edit, and share files in this course.


  • Understand shared resources in Microsoft Teams
  • Navigate OneDrive and SharePoint resources from the Teams app
  • Understand default storage patterns in Teams
  • Collaborate on shared files or share a file with someone else
  • Know how to investigate file versions and recent changes or prevent others from making changes

Navigating OneDrive

With OneDrive, users can store, organize, share, and manage their documents for personal and collaborative use. This course is designed to help users understand when and how to use OneDrive.


  • Understand the basics around accessing and navigating OneDrive, including how to upload and create new files
  • Learn how to save, share, and edit OneDrive files online, in Teams, and in a desktop app
  • Be able to synch OneDrive with your computer for easy access and efficiency
  • Learn to manage access rights, file security, and file versions of your OneDrive files

SharePoint Document Library Basics

SharePoint is a great place for storing documents for access and collaboration across many users or departments. In this course, learn the basics of creating, storing, and managing files in a SharePoint environment.


  • Learn how to access and navigate SharePoint sites
  • Understand how to upload or create new SharePoint Files
  • Know when to choose SharePoint for storing your files
  • Manage file versions, permissions, and security for shared files

200-Level Courses:

These courses move past the basics and begin diving into more complex topics across Microsoft 365.  Users will learn tips and tricks to enhance efficiency, begin streamlining processes, and learn best practices. These courses are recommended for users who have been working with Microsoft 365 for 3-6 months and are ready to take their basic knowledge of the programs to the next level.

Managing Microsoft Teams Meetings

This course demonstrates more advanced features of Teams Meetings with a focus on running more effective meetings—large or small.


  • Learn how to manage participants and avoid disruptions
  • Manage the entire meeting lifecycle by preloading content and continuing collaboration afterwards
  • Add applications like Forms to your meeting for enhanced participation and productivity
  • Utilize the meeting recording, notes, and chat for ongoing collaboration

How to Host Teams Webinars and Live Events

Understand the differences between and the functionality of Webinars and Live Events on Microsoft Teams so you can host the most productive and effective meeting sessions.


  • Understand the differences between meetings, webinars, and live events
  • Know which meetings type fits your session objectives best
  • Learn how to host and run a Teams Webinar
  • Get an in-depth understanding of how to host, manage and run a Teams Live Event
  • Be able to understand and assign roles for Teams Live Events

Managing a Team as a Team Owner

This course is intended for Team owners, covering effective strategies for structuring organized Teams and integrating more advanced Teams features—like apps or automation.


  • Know best practices for creating a Team or when a group chat would be preferrable
  • Learn effective strategies for creating, structuring, and managing Teams and Channels
  • Learn about owner, member, and guest capabilities
  • Be able to set and manage member and guest permissions
  • Connect applications to increase productivity in your Teams
  • Build Approvals templates for your Team to streamline submissions

Making Teams Your Hub for Office 365

Microsoft Teams is your single pane of glass for nearly any Office 365 task you can imagine. Learn how to integrate the most common Office apps or create a personal workspace for yourself in this course.


  • Know how to find and use OneDrive, OneNote, and Planner in Teams
  • Use Teams to submit Approvals or create Approvals templates
  • Create a personal workspace to integrate email, tasks, and more into Teams

300-Level Courses:

These courses cover more advanced topics that require an in-depth knowledge of how Teams and Office 365 interact. The objectives of our 300-level courses are to increase productivity and efficiency by using automation. These courses are recommended for users who have been working with Microsoft 365 for 6+ months and understand the communication and integration of different 365 apps.

Add Automation to Your Teams Experience

Microsoft Power Automate streamlines repetitive tasks and processes. In this course, learn the basics of Power Automate and start creating flows and templates for your Teams and Channels.


  • Learn about triggers and actions, the main components of a flow
  • Understand the types of flows available in Power Automate
  • Access Power Automate inside of and outside of Teams
  • Use templates to create various flows
  • Build a flow from scratch

Audience-Specific Courses:

These courses are intended for specific audiences to help them better understand how to support others in using Microsoft Teams. These courses are not intended for all users but can target specific users in order to help streamline the roll-out of Teams to your organization.

Supporting Users in Teams (Target Audience: IT Team)

Prepare your IT team for the transition to Teams so they’re familiar with common user questions, tricky functionality, and common troubleshooting problems in Teams. After this course, they will be equipped to answer these questions for users on day one.


  • Be able to answer common questions about Teams calls, meetings, chat, and settings
  • Understand tricky functionality in Teams that can cause friction for users and suggested workarounds
  • Learn how Teams connects to Outlook and OneDrive
  • Know the process for assisting users with common Teams troubleshooting steps
  • Identify which features and setting configurations in Teams may resolve common user issues

Intro to Teams for Champions (Target Audience: Champion Users)

Prepare your team leads, managers, department heads and more to be your organization’s Microsoft Teams Champions. In this training, we will provide your Champions with an overview of Microsoft Teams, introduce the collaborative features within Teams, and help your Champions set up best practices and protocols for how their departments will utilize and organize their Teams workspace.


  • Understand the collaboration and communication features of Microsoft Teams
  • Determine best practices and protocols based on specific departmental/group needs
  • Develop Teams as an effective workspace for leaders and users
  • Empower champions to support users in navigating Microsoft Teams

Microsoft 365 Efficiency Course Catalog

Our Efficiency Courses target users who are already working with Microsoft applications. These sessions offer tips and tricks for using specific apps, provide support around common user issues and pain points, and spark new ideas for increased productivity. These courses are shorter than our traditional training courses, running only 30 minutes, making them easier for users to fit into busy work schedules.

Teams Collaboration         Teams Meetings        Outlook        Cloud Files       Office 365 Tools       Other

Teams Collaboration Courses:

These courses focus on creating and navigating more productive spaces in Microsoft Teams. They help users understand how to take advantage of tools, apps, and hidden Teams functionality to make the most of their Teams experience.

Crafting Your Personal Workspace

Is your desk covered in post-it notes and lose papers with important to do items? Are you leaving multiple tabs open in your browser, so you don’t lose access to important information? Crafting a personal workspace gives you a digital space to host notes, save links, draft emails and more! In this course, users will be introduced to the concept of a Personal Workspace—a private Microsoft Team dedicated to keeping track of tasks and work. In this course, we will explore what a personal workspace can be used for and provide tips and tricks that help users keep all their commonly accessed files, work, links, shared documents and more in one space. Learning how to utilize a personal workspace can help minimize clicks, organize workloads and therefore, increase productivity.

Upgrade Your Chat Experience

While Teams and Channels offer a ton of opportunities for collaboration, many users rely on Teams Chat to communicate with their colleagues. Creating new Teams and Channels can impact your organization’s Office 365 environment. If users are creating Teams or Channels for every small project they’ll need, you may end up with a messy SharePoint environment that includes too many unused sites and document libraries. In this course, we’ll show users some tips and tricks on how to optimize the chat experience by adding apps like a OneNote notebook for collaborative notes, reminder apps to manage small tasks, and even a trick to add the Tasks by Planner and To-do app to their chats, creating a smaller space for collaborative work with minimal impact to the organization of your overall Office 365 environment.

What's Relevant to me on Teams?

Notification fatigue is real. When users get too many notifications, especially ones that are not relevant to their daily work, they become tempted to shut off or ignore notifications. In this course, we’ll help users reorganize their Teams space, customize notifications so they’re focused on relevant information, and provide tips on how to notify their colleagues of important communication using @mentions and tags.

Using Teams for Project and Task Management

Is your organization struggling to keep track of tasks and due dates? Are your users wanting a way to plan, communicate and disseminate information in a streamlined way? With Microsoft Teams, you might not have to purchase outside project management tools like Asana or In this course, we’ll review optimal Teams and Channel setup to help users organize their collaborative work and we’ll explore how to add and work with project and task management tools like Planner to help your users streamline and organize their work.

Collaborate on Teams

Microsoft Teams can act as your hub for all your communication and collaboration needs. But it’s easy to fall back into the old habits of simply sending attachments through Outlook or sending shared links in the chat. In this course, we’ll review how to collaborate in Teams through the chat and channels. We’ll explore how to use custom tags to enhance collaboration, what it means to collaborate with external users or guests of your Teams space, and how to use Microsoft’s new Loop Components in Teams and Outlook to collaborate in real time!

Teams Meetings Courses:

These courses focus on tools, tips, and tricks that can facilitate more effective Teams meetings. These courses will help users host meetings that fit many diverse meeting needs, from small-group team building to one-to-many-style presentations.

Restructure your Teams Meetings with Meeting Options

By default, Teams Meetings are collaborative spaces where everyone can share screens, voice ideas, and work together. Teams offers webinars and Live Events for a more “one-to-many” style meeting, but why learn an entirely new meeting set up, when you can just manipulate the meeting options to meet your needs? In this course, users will see a breakdown of all the different meeting options available to them and understand how changing certain meeting options can change the style of your meeting, taking it from a collaborative space to a training workshop, a companywide meeting with selected speakers, or any other one-to-many style meeting you might want to host!

Host Better Meetings

Teams Meetings are often a large part of many users’ workdays. Why not work toward making this time more engaging for everyone? In this course, we’ll review Microsoft tools that can help anyone become a better speaker and a better presenter. We’ll show some add on features to Teams Meetings that can help increase engagement and wrap up the course with some ideas on how to build community in a virtual world.

Transcribe Your Meetings

Is transcription already enabled in your Teams Admin Center? Is transcribing meetings something your users would benefit from? In this course, we’ll explore how meeting transcription works and how to access the transcript. Users will walk away with new ideas and tips on how meeting transcription can support them with providing better post-meeting notes, action items, and finding and sharing necessary information from meetings.

Outlook Courses:

These courses focus on using the Outlook desktop app. They include actionable tips and tricks users can implement immediately to take control of their inbox and calendar.

Save Time in Outlook

It’s easy for our inboxes to get out of control—and when they do, it’s common for users to miss important emails, invites, and other updates. In this course, we’ll provide some tips and tricks to stay organized in Outlook. We’ll explore folders, rules, quick steps, and more to help users navigate incoming emails. Users can take control of outgoing messages through learning about Quick Parts, tasks, templates, and @mentions. Many users spend a lot of time in their inboxes and with these quick tips, they’ll walk away with the ability to control their email, rather than letting it control their workday.

Schedule Meetings in Outlook with Ease

Calendars can fill up quickly, making it difficult to find a good time to meet with colleagues when you need to check in. In this course, we’ll explore calendar sharing, sending calendar availability, scheduling views, using “Find Time” and more tips and tricks to help users learn how to schedule large and small group meetings in Outlook. Users will walk away with tips and tricks that will eliminate constant back and forth emails around meeting time availability and be able to meet with internal and external users with ease!

File Storage Courses:

These courses focus on helping users better understand file storage and access patterns and reducing the time users spend searching for files. They include tips for keeping documents organized and easy to access.

File Access Efficiency

When files are stored and shared in a variety of different ways, it’s easy for users to get bogged down in the process of finding the documents they need. In this course, users will learn the differences between OneDrive and SharePoint. We will explore storage patterns, accessing files, and sharing file capabilities. Users will walk away with an understanding of how to sync OneDrive files and SharePoint document libraries, making accessing, sending, and sharing files easier for all users. Understanding file storage patterns and how to control your syncing settings will help users access files with ease and make sending attachments from SharePoint or OneDrive much easier!

OneDrive in the Browser

It’s not always an easy feat locating personal and shared files when using cloud storage. But luckily, Microsoft has recently added increased functionality to OneDrive in the Browser to help solve some of these issues. This course will show users how to access their own OneDrive files with ease from the browser and even on Teams. We’ll also introduce some new features that allow users to easily access files stored in Teams or SharePoint from OneDrive in the Browser. After this course, users will have a better understanding of how to get to all the files they need from one place!

Office 365 Tools Courses:

These courses teach users about some commonly used tools in the Office 365 suite. These courses will help your users take advantage of the additional programs they have access to!

PowerPoint: How to Design and Present Slideshows Effectively

Information can be easier to digest when it’s presented in an effective manner. Creating attractive, streamlined slideshows can be a daunting task for many users. In this introductory course, we’ll explore simple options like the design ideas, align tool, stock image library, and shape formatting to help users gain confidence in their slide design skills. Then, we’ll explore three different ways to share PowerPoint slideshows in Microsoft Teams, highlighting the benefits, limitations, and sample use cases for each sharing set up.

Using OneNote for Personal and Collaborative Notes

There are countless ways to take notes using different Microsoft Apps. With all these different methods, it can be hard for users to consistently reference their notes or to share notes with others effectively. Microsoft’s OneNote offers users the ability to take their own personal notes, that not only include text-based notes, but images, links, videos and more. Not only can OneNote provide a space for individuals to capture their ideas, but with shared OneNote notebooks that can be integrated into Teams, users can keep collaborative notebooks to share their ideas with their colleagues and keep meeting notes and ideas all in one space. In this course, we’ll introduce users to OneNote, learn about how it integrates with Teams, and how to effectively use OneNote for personal and collaborative notetaking.

Microsoft Forms: Polls & Surveys

Data collection is incredibly valuable for any organization. Whether you need to collect data on a recent training, get feedback on a new initiative, or find a good time for your next company outing, Microsoft Forms allows you to create quick and easy polls and surveys. In this course, we’ll explore the different question types, how to create branching within a form, sharing forms, collecting and sharing data and even how to use Microsoft Forms to create polls within a Teams Meeting.

Other Courses:

We also offer additional courses that might not fall under a specific category that include general tips to help users throughout their workday. These courses aim to support users outside of specific tools.

Navigate Accessibility Features

Microsoft offers many accessibility features that create more access to technology for a variety of different users. In this course, we’ll explore some accessibility features that can help users navigate their workspaces with ease, and even learn some tips and tricks that might make them work more efficiently. From using live captions to working with “read aloud” options, users will walk away from this training with new ideas of how to work smarter, not harder.

Security 101 for End Users

Users are often asked to reset passwords, create stronger passwords, or set up MFA for their work accounts. But how many of your users are just changing their password from “Password123” to “Password1234” when prompted? Many users follow the motions, but do they really understand the why behind this? In this course, we’ll explore the importance of cyber security, the dangers of phishing attacks, and share some quick and approachable tips for users to help them keep their accounts, and your business, safe!

Have additional questions or need help selecting the most applicable courses for your users? Get in contact with the PEI training team at