Microsoft Teams and SharePoint Online are essential collaboration tools, but without the right governance, they can become information management challenges. Specialised Microsoft 365 training, delivered in partnership with Leadership Through Data, equips IM and ICT staff working in New Zealand councils with the skills to manage access, retention, compliance, and security effectively. 

Current course options include:

Microsoft 365 Copilot for Information Managers

Microsoft 365 Teams Information Governance and Protection

Microsoft 365 SharePoint Fundamentals

Microsoft 365 Information Architecture

Microsoft 365 SharePoint Super User

Microsoft 365 Purview Records Management

Microsoft 365 SharePoint Premium

Microsoft 365 Purview eDiscovery

Microsoft 365 Purview Information Protection and Data Loss Prevention

Microsoft 365 Audit & Investigation

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Meet the trainers

Andrea McIntosh

Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

Kunal Kankariya

Kunal joined LTD in 2020 and is the creator of our Microsoft 365 Information Privacy & Protection Training – All You Need to Know. Kunal Kankariya, is a Microsoft 365 Solution Architect and a Microsoft Certified Trainer offering 11+ years’ experience in comprehensive architecture and adoption of Microsoft 365 Solutions. An attentive collaborator and communicator from project conception to completion. I am creative in devising solutions to improve business operations and meet clients’ technical needs maximizing the Microsoft product capabilities and minimizing customisations. I am a seasoned team leader possessing the technical and interpersonal skills to provide exceptional project guidance to delivery and business adoption. I am a Microsoft certified expert and a prolific speaker at various events on evolving Microsoft technologies.

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Microsoft 365 Copilot for Information Managers

Overview

Microsoft Copilot is a powerful AI tool designed to revolutionize the way we work. The real opportunity is to not only transform personal productivity, but lift the capability of an entire organization.

Copilot sets a new baseline, one where every employee gains the skills to write, design, code, analyse data, and more, amplifying expertise and taking work from good to exceptional.

In this course, created specifically for information managers, you’ll gain a solid understanding of how to handle compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Pivot Compliance Portal.

This course will enable you to strategically integrate Microsoft 365 Copilot into your information management processes to ensure its compliant use within your organization.

• Introduction 
• What is Microsoft 365 Copilot? 
• Microsoft 365 Copilot Overview 
• Data, Privacy & Security For Microsoft 365 Copilot 
• Get Ready For Microsoft 365 Copilot 
• Microsoft 365 Copilot Settings Configuration 

• Microsoft 365 Copilot Configuration For Teams Meetings 
• Microsoft 365 Copilot Interactions Audit 
• Microsoft 365 Copilot eDiscovery 
• Microsoft 365 Copilot Data Retention 
• Microsoft 365 Copilot Communication Compliance 
• Wrap Up

What you will achieve after going on the course

Enhanced Data Analysis and Insights: You will be able to leverage Microsoft 365 Copilot to analyse large datasets efficiently,

 gaining valuable insights that can drive informed decision-making. This includes using AI-powered tools to identify trends, patterns, and anomalies in data, which can help in optimizing business processes and strategies.

Improved Compliance and Data Governance: You will learn to manage compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Purview Compliance Portal. This ensures that data handling practices align with regulatory requirements, reducing the risk of non-compliance penalties and enhancing overall data governance.

Streamlined Information Management: You will gain skills to strategically integrate Microsoft 365 Copilot into your information management processes. This includes automating routine tasks, improving data organization, and ensuring that information is easily accessible and secure, leading to increased operational efficiency.

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Microsoft 365 Teams Information Governance and Protection

Overview

The majority of companies have successfully rolled out Microsoft Teams to enable their businesses to operate and communicate more effectively. Without the appropriate information governance in place organisations will struggle to successfully manage their information. We have seen many companies that are are now looking at retrospective governance for Microsoft Teams.

This training course aims to help with this need, and will walk you through the guidance required to understand the appropriate ways to use Microsoft Teams and to manage data inside it.

This course includes a brief introduction to governance, the archiving and disposal of teams, and will look at the security and compliance centre.

Course Outline

• Teams Apps
• Private Channels
• External Access
• Guest Access
• Conditional Access Policy

• MS Teams: Where is the Data
• Information Protection Tools
• Data Loss Prevention (DLP)
• Communications Compliance
• Cloud Security

What you will achieve after going on the course

Enhanced Compliance: By mastering the principles and practices taught in the course, you will be able to ensure that your organisation adheres to regulatory requirements and industry standards, thereby mitigating risks and avoiding penalties.

Improved Data Security: The course equips you with advanced knowledge and skills to safeguard your organisation’s sensitive information within Microsoft Teams, protecting it from unauthorised access, breaches, and other security threats.

Streamlined Information Management: Learn how to efficiently manage and organise your data, reducing redundancy and improving accessibility, which ultimately leads to better decision-making and increased productivity within your team.

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Microsoft 365 SharePoint Fundamentals

Overview

SharePoint is the technology the powers all file storage in Microsoft 365 including OneDrive, SharePoint and Teams.

This course has been designed to give you the core skills for working with and managing files stored in SharePoint as well as creating and managing a SharePoint site.

You will learn how to create and edit documents and pages as well as work with Microsoft Lists.

This course will provide the novice user with a thorough understanding of the basic SharePoint building blocks of Lists, Libraries, Pages and Columns plus experience and understanding of the settings and permissions available in a SharePoint site.

This course provides hands on experience working as both a user of a SharePoint site and as a SharePoint Site Owner to give you the skills and knowledge need to work effectively with SharePoint in Microsoft 365.

Course Outline

What is SharePoint in Microsoft 365?

• Overview of SharePoint Online
• Modern vs Classic SharePoint
• Communication Sites vs Team Sites
• SharePoint Online with Microsoft 365 Groups and Microsoft Teams

Creating and Navigating a SharePoint Site

• Create a SharePoint Site
• Navigate a SharePoint Site
• Navigate Between SharePoint Sites
• Access Site Settings

Permissions and Access Controls

• Default SharePoint Permissions
• Adding and Removing Owners, Members and Visitors

Libraries

• Use a Document Library to Work with Files including
• Upload
• Create
• Delete
• Edit
• Rename
• Move & Copy
• Enter and Edit File Properties
• Set Alerts
• Create Filters and Views
• Create a Document Library
• Create and Modify Columns

Lists

• Create a List
• Create and Modify Columns
• Set Alerts
• Create Filters and Views
• Sort Lists

Pages

• Create a Page
• Modify a Page
• Promote a Page

What you will achieve after going on the course

Comprehensive Understanding of SharePoint Online: Gain the ability to create and manage sites, libraries, lists, and pages, enhancing your ability to manage and collaborate on information effectively. 

Secure and Efficient Data Management: Learn how to configure permissions and integrate SharePoint with other Microsoft 365 applications, ensuring secure and efficient data management. 

Improved Information Architecture: Acquire best practices for information architecture, streamlining your organisation’s operations and improving overall productivity. 

Course Outline

Section 1

• Introduction to Information Architecture
• Planning and governance
• Understanding organisational context: governance, strategy, current state
• Conducting Information Audits
• Embedding Information Architecture governance

Section 2

• Introduction to information design
• Principles of Information Architecture
• M365 strategic design decisions
• Documenting designs

Section 3

• Practical application of Information Architecture to Microsoft 365
• Hands on build using M365 design feature
• Avoiding common design errors

Section 4

• Testing Information Architecture
• Implementation strategies for Information Architecture
• Migration strategies for Information Architecture
• Monitoring, reporting and compliance

Section 5

• Business as usual Governance
• Roles and responsibilities for IT, Information Management, Data managers etc
• Sustainability and the Microsoft 365 evergreen model

What you will achieve after going on the course

Implement Robust Information Governance: You’ll learn to establish and enforce policies that ensure data integrity and compliance with regulatory requirements. This means you’ll be able to create a structured and secure information environment that supports your organisation’s governance needs.

Optimise Data Accessibility: You’ll gain the skills to structure information in a way that makes it easily accessible to those who need it. This reduces the time spent searching for documents and improves decision-making speed, leading to more efficient operations.

Enhance Collaboration: By organising data effectively, you’ll facilitate better collaboration within your teams and with external partners. This ensures that everyone has access to the information they need when they need it, fostering a more collaborative and productive work environment.

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Microsoft 365 SharePoint Super User

Overview

SharePoint is the technology the powers all file storage in Microsoft 365 including OneDrive, SharePoint and Teams. As an administrator or manager it is important to understand the structure and features of SharePoint Online to enable your organisation to maximise the benefit of files in the Microsoft 365 Cloud.

This course has been designed to give you a thorough understanding of the basic SharePoint building blocks plus experience and understanding of creating a SharePoint Architecture.

This course is ideal for you, if you are a new Site Administrator or need to understand what a Site Administrator can do.

Delegates are expected to have access to SharePoint Online Admin Centre.

Admin Centres 

• Introduction to the M365 Admin Centre
• Admin Centre Exercises  

Document Libraries 

• Columns and Termstore
• Advanced View Syntax and Alerts
• Advanced Settings
• Document Sets
• Document Library Exercises  

Content Types & Templates 

• Overview
• Content Type & Template Exercises        

Lists 

• List Creation and Editing Methods
• Using a List in Excel
• Legacy Apps
• Other Legacy Functionality
• List Exercises 

Advanced Permissions 

• Breaking Permissions & Sharing Settings
• Creating New Groups
• Creating New Levels
• External Users
• Exercises  

Pages, Templates & Dynamic Web Parts 

• Overview
• Page Exercises  

Workflows & Automation 

• Overview: Power Automate
• Overview: Approval Centre
• Exercises using built-in Workflows
• PowerApps Exercises 

What you will achieve after going on the course

Enhanced Decision-Making: By mastering SharePoint’s data management and analysis tools, you will be equipped to make informed decisions that drive your organisation’s success. The course will teach you how to harness data to identify trends, forecast outcomes, and develop strategic plans.

Improved Collaboration: SharePoint’s advanced features facilitate seamless collaboration across teams and departments. You will learn how to create a data-driven culture that encourages information sharing, enhances communication, and boosts productivity.

Increased Efficiency: Utilising data effectively can streamline processes and eliminate inefficiencies. The course will show you how to leverage SharePoint to automate workflows, manage projects, and optimise resource allocation, leading to significant time and cost savings.

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Microsoft 365 Purview Records Management

Overview

If you’re responsible for the management of information in Microsoft 365, or the design and adoption of Microsoft 365 for information management, this course is for you.

This course has been designed by Records Managers for Records Managers and is built around standards. It covers Microsoft Purview.

Learn how to design, configure and implement Microsoft 365 to get the most of its features and gain an understanding of coverage for existing standards.

This course will explore the information management features of Microsoft 365, including licensing requirements and information architecture requirements to support information governance.

This is an advanced Microsoft 365 course and assumes you are already familiar with: 

• Using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course)
• Editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course)
• Information life cycles and records management in general terms (if not, please see our Records Management Training Course)

Course Outline

This course is split into four modules and includes hands on experience in a Microsoft 365 training environment. You will be given an understanding of the most up to date technology underpinned by records management best practice and standards.

Module 1:

• Records Management and M365
• Microsoft 365 Environment
• Modern Collaboration Architecture
• Considerations in a cloud world
• Data Governance within M365
• Microsoft 365 Information Architecture
• Relationship between Teams & SharePoint
• Metadata and Content types
• Making the most of metadata

Module 2:

• Microsoft Purview
• Records Management Overview
• Records Management Features
• Retention Policies
• Retention Labels
• Static and Adaptive scopes
• File Plans
• Retention triggers including event triggers
• Labels declaring records

Module 3:

• Auto-application of retention labels
• Retention labels vs Retention Policies
• Principles of retention
• Disposition options
• Best practice for retention labels and policies
• Licensing requirements for RM
• M365 records management limitations

Module 4:

• eDiscovery
• Data Loss Prevention (DLP)
• Dashboards, audit log and reporting
• Which license do we need
• Planning for change
• Working together with IT
• M365 Assessment against key RM standards

What you will achieve after going on the course

Implement Effective Records Management Policies: Clients will gain the skills to establish and enforce robust records management policies within their Microsoft 365 environment. This includes understanding retention policies, retention labels, and how to apply them effectively to ensure compliance and data integrity.

Streamline Information Governance: Clients will learn to manage and govern information more efficiently by leveraging Microsoft 365’s records management features. This includes using metadata, content types, and file plans to organize and classify records, making it easier to locate and manage important information.

Enhance Data Security and Compliance: Clients will be able to implement security measures and compliance controls to protect sensitive information and ensure that their records management practices align with regulatory requirements. This includes setting up retention triggers, managing disposition options, and understanding the principles of retention.

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Microsoft 365 SharePoint Premium 

Overview

SharePoint Premium is an intelligent document processing solution in Microsoft 365 built using Artificial Intelligence (AI) and Machine Learning (ML) techniques. It can help manage content at scale in your organization by providing structure (content types and metadata) and governance (protection and retention controls) to files in SharePoint.

Once structure and governance controls are in place, organizations can realize savings with SharePoint Premium by improved content classification, improved search and discovery, and streamlined routine and high-value business processes.

This course will explore SharePoint Premium features, including information architecture and licensing requirements. It is designed to demonstrate where SharePoint Premium may be leveraged in your organization’s Microsoft 365 environment to realize these benefits.

Please Note: SharePoint Premium was previously named Syntex. The word Syntex is being phased out by Microsoft, however it still appears in multiple places.

This course is for Knowledge/Content Managers or any staff with information management responsibilities.

Courses

Day 1

• Content Services in Microsoft 365 
• Considerations for Records Managers 
• SharePoint Premium features 
• SharePoint Premium model types 
• SharePoint Premium license models 
• SharePoint Premium Content Center 
• Profess for working with SharePoint Premium

Day 3

• Creating the classifier
• Adding entity extractors
• Training a model

Day 5

• SharePoint Premium Content Assembly
• Prebuilt models
• SharePoint Premium license models
• SharePoint Premium roles

Day 2

• SharePoint Premium & Information Architecture relationship
• SharePoint Premium Assessment tool
• Planning a model
• Entity Extractors
• Explanation types and templates

Day 4

• Model deployment
• Monitoring a model
• SharePoint Premium Content Query

What you will achieve after going on the course

Advanced Document Management and Collaboration: Gain the ability to leverage Microsoft SharePoint Premium’s advanced features to optimize your organization’s document management and collaboration processes, leading to more efficient workflows and improved team productivity.

Enhanced Data Security and Compliance: Learn how to configure and manage Microsoft SharePoint Premium’s robust security and compliance settings, ensuring your data is protected and your organization meets regulatory requirements, reducing the risk of data breaches and legal penalties. 

Streamlined Integration and Operational Efficiency: Utilize Microsoft SharePoint Premium’s seamless integration with other Microsoft 365 apps to streamline communication and collaboration, enabling your organization to operate more efficiently and allowing employees to focus on strategic initiatives. 

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Microsoft Purview eDiscovery

Overview

This instructor led course will teach you how-to use Microsoft Purview eDiscovery tools in detail.

Learn how to carry out investigations across Microsoft 365 data for Information Requests, DSARS, FOI requests and other purposes.

Microsoft 365 includes 4 different search tools:

• Content Search 
• eDiscovery (Standard) 
• eDiscovery (premium) 
• User Data Search 

All of which can be used to find information stored across SharePoint, Teams, Exchange and Viva Engage.

This short course will teach you how to use all four of these tools with special focus on the use of eDiscovery (Premium) to support your investigation requirements.

eDiscovery (Premium) provides an end-to-end workflow to preserve, collect, analyse, review, and export content in response to your organisation’s internal and external investigations. It also includes features to manage the entire legal hold notification workflow, to communicate with custodians involved in a case.

By collecting data from the source with the eDiscovery tools, you can search the live Microsoft 365 platform to quickly find what you need. Intelligent, machine learning capabilities such as deep indexing, email threading, and near duplicate detection also help you reduce large volumes of data to a relevant data set.

• Search setup 
• Results refinement 

• Content hold 
• Export and communication.

This course is for people with existing knowledge of investigation requirements and want to learn how to use the search features in the Microsoft Purview Compliance Portal to carry out investigations.

What you will achieve after going on the course

Conduct Thorough Investigations: You will be able to carry out detailed investigations across Microsoft 365 data for various purposes such as Information Requests, Data Subject Access Requests (DSARs), and Freedom of Information (FOI) requests. This includes using eDiscovery (Premium) to preserve, collect, analyse, review, and export content efficiently. 

Manage Legal Holds and Case Reports: You will gain the skills to send hold notifications, manage case reports, and export case results. This ensures that all relevant data is preserved and managed properly during legal proceedings. 

Optimize Search Capabilities: You will learn to use advanced search tools within Microsoft 365, such as Content Search and eDiscovery (Standard and Premium), to find information stored across SharePoint, Teams, Exchange, and Viva Engage. This enhances the ability to locate and retrieve important data quickly and accurately. 

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Microsoft 365 Purview Information Protection & Data Loss Prevention

Overview

On this training course you will explore all the content within the suite of Microsoft 365 products. It will take a deep look at the Information Protection tool and Data Loss Prevention tool, showcase their capabilities and teach you how to deploy them.

• This course will help if you are currently deploying IP or DLP tools or rethinking previous deployment given the changes in the capabilities available.
• This course is suitable for anyone planning, managing or deploying IP and DLP tools.
• This includes information governance, IT, Project Management, InfoSec and Privacy specialists.

This course is suitable for anyone planning, managing or deploying IP and DLP tools

Course Outline

• An introduction to information privacy and protection in M365
• Understanding Sensitive Information Types
• Understanding sharing capabilities with external users and underlying protection tools
• Managing information protection through sensitivity labels

• Introduction to Data Loss Prevention policies
• Managing information risks through Data Loss Prevention
• Customer lockbox implementation
• Manage and Protect cloud applications

What you will achieve after going on the course

Enhanced Data Security: You will be able to implement robust data protection measures, ensuring sensitive information is safeguarded against breaches. This includes configuring and managing Data Loss Prevention (DLP) policies to prevent unauthorized sharing of sensitive data.

Improved Compliance: You will learn to set up and manage compliance policies effectively, helping your organisation meet regulatory requirements. This reduces the risk of non-compliance penalties and ensures that data handling practices align with legal standards.

Streamlined Data Management: You will gain skills to classify and manage data more efficiently, making it easier to locate and handle important information. This leads to quicker decision-making and less time wasted searching for data.

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Microsoft 365 Audit & Investigation 

Overview

This Microsoft 365 Audit & Investigation training course will guide you through the Microsoft 365 environment tools that you will need to run an internal audit and investigation within your organisation.

This course will give you the confidence to identify what information is being shared in your organisation and how to search for information inside your Microsoft 365 tenant.

You will learn how to use the Investigation Analytics, Configuring Polices, Alerts and Triage experiences, Remediation and Litigation procedure.

This course is for members of an Audit Team or anyone associated with a type of role that provides an audit function for internal investigations at all levels.

Course Outline

Section 1 – Investigation Analytics: 

You will see how to use the scan function to quickly get an understanding of the insider risks an organization is exposed to, show suggested policies, and, see how to customize built-in policies as part of setup and deployment.

Section 2: Configuring Policies:

You will use the Microsoft 365 compliance centre to create an insider risk policy for the data theft by departing employee use case. We will create policies to trigger events on specific risk activities we want to detect and investigate.

Section 3 – Alerts and Triage Experience:

We will look at the steps involved to triage alerts, investigate to determine the actual event or issue, and drill down to determine validity by creating a case and preparing for remediation.

Section 4 – Remediation:

We will look at available escalation paths such as inviting others, sending a notice, and escalating to Advanced eDiscovery. We will also take a quick look at Power Automate, Teams integration, and SIEM integration and see how easy it is to package up relevant details and send to others for review.

We will look at connecting an investigation to litigation proceedings through an Advanced eDiscovery experience. We will take a look at how information collected through events will be packaged for investigations and packaging for submitting evidence for litigation events. E.g. Court proceedings.