Microsoft 365 OneDrive & Teams is a hands-on course in working together on Microsoft 365, from organising and sharing files safely in OneDrive and co-authoring with version history to chat, teams, channels and meetings in Microsoft Teams. It suits project managers, staff who work across departments and anyone already using Microsoft 365 who wants smoother teamwork.
Many organisations use Microsoft 365 every day yet still email attachments back and forth, keep documents on individual laptops and hold online meetings without knowing where the recording or the summary ends up. The result is several versions of the same file, the latest document nowhere to be found, and links shared more widely than they should be. OneDrive and Microsoft Teams are designed so a team can work on the same file from anywhere in an orderly way.
This course shows how to use Microsoft 365 the way it is meant to be used today. Learners sign in through the Microsoft 365 Copilot app on the web, manage files in OneDrive, share them with links that set the audience, permissions and expiry date, co-author documents and restore earlier versions, and set up sync on desktop and mobile. They then use Microsoft Teams for chat, Loop components, teams and channels, meetings with recording and transcription, and town halls, and finish with a workshop that runs a team project from start to finish. (1 day, 6 hours, Beginner level.)
What you’ll gain
Sign in to Microsoft 365 on the web and understand the roles of OneDrive, Teams and SharePoint
Create, upload, organise, delete and restore files in OneDrive
Share files and folders with the right kind of link, permissions and expiry date, and stop sharing
Co-author Word, Excel and PowerPoint documents and restore earlier versions with version history
Set up OneDrive on desktop and mobile to sync files and back up important folders
Use Microsoft Teams for chat, teams and channels, and work together with Loop components
Schedule, run, record and transcribe online meetings, and run or join town halls
Who this course is for
Project managers who want a project's files, tasks and conversations in one place
Staff who work with several departments through Microsoft 365
Team leads who run online meetings and communicate with large groups
Anyone already using Microsoft 365 who wants to use OneDrive and Teams more confidently
Prerequisites
Comfortable using a computer and a web browser
Some experience of Word, Excel or PowerPoint
A work or school Microsoft 365 account with access to OneDrive and Teams
Able to install the Microsoft Teams and OneDrive apps on a laptop, and the mobile apps on a phone
Curriculum
Course Details
This is the 2026 edition of the Microsoft 365 OneDrive & Teams course. It runs for 1 day, 6 hours (09:00-16:00), hands-on in each learner's own Microsoft 365 account, at Beginner level. The content has been rewritten for the Microsoft 365 Copilot app on the web and the new Microsoft Teams, adding link expiry dates, Request files, folder backup with OneDrive, Loop components, and meeting recording and transcription. Learners use their own work or school Microsoft 365 account, and some features depend on what their administrator has enabled. Learners take home the course handbook, practice files and a safe sharing checklist.
Day 1: Working Together with OneDrive and Microsoft Teams
Section 1Microsoft 365 Overview and Signing In
The cloud and modern work, and the roles of OneDrive, Teams and SharePoint
Sign in through the Microsoft 365 Copilot app on the web and find recent files from the home page
Word, Excel and PowerPoint for the web compared with the desktop apps
Where personal files belong, where team files belong, and why
Lab: sign in, set up your profile and explore the main screens
Section 2Lab: Managing Files in OneDrive
Create folders and documents, and upload, download, move and copy files
The Home, My files, Shared and Favorites views for finding files quickly
Delete files and restore them from the recycle bin
Lab: set up a project folder structure and name files so they are easy to find
Section 3Lab: Sharing Files and Setting Permissions
Link types: specific people, people in your organisation, and people with existing access
Edit or view-only permissions, expiry dates and blocking downloads
Manage access: check who can open a file and stop sharing
Request files: let others upload into a folder without seeing anyone else's files
Lab: share a folder with a colleague with the right permissions and an expiry date
Section 4Lab: Co-authoring and Version History
Co-authoring: several people editing Word, Excel and PowerPoint at the same time
Comments and @mentions to assign work inside a document
Version history: see who changed what and restore an earlier version
Lab: edit a document in pairs, then restore a previous version
Section 5Lab: OneDrive on Desktop and Mobile
Sign in to the Microsoft 365 apps and save or open files directly in OneDrive
Sync files in File Explorer or Finder, and save space with Files On-Demand
Back up the Desktop, Documents and Pictures folders to OneDrive
The OneDrive mobile app: open files, scan documents and share on the go
Lab: set up sync and test editing a file from the laptop and the phone
Section 6Microsoft Teams: Chat and Working Together
An overview of the new Microsoft Teams and its Chat, Teams and Calendar areas
One-to-one and group chats, replies, pinning and managing notifications
Share files in chat and understand that they are stored in the sender's OneDrive
Loop components: task lists, tables and checklists that everyone can edit in the chat
Lab: create a project group chat and send a Loop component to split up the work
Section 7Lab: Teams and Channels
Create or join a team, and the owner and member roles
Standard, private and shared channels, and when to use each
Posting in channels, @mentioning a team or channel, and following conversations
The channel Files tab and how team files are stored in SharePoint
Lab: create a project team with channels per workstream and upload team files
Section 8Lab: Online Meetings in Teams
Instant and scheduled meetings, channel meetings and inviting external guests
Meeting options: who waits in the lobby, who can present and muting attendees
Share your screen, use PowerPoint Live and run breakout rooms
Record and transcribe meetings, and find the recording and recap afterwards
Lab: schedule a meeting from the calendar, record it and open the recap
Section 9Town Halls for Large-scale Communication
How a town hall differs from a normal meeting and a webinar
Set co-organisers and presenters, and prepare before going live
Q&A for audience questions, and watching on demand after the event
Extra capabilities that need Teams Premium, and limits set by organisational policy
Lab: simulate running and joining a town hall within the class
Section 10Workshop: A Team Project on OneDrive and Teams
Workshop: set up a project team, channels and a file structure for the team
Split the work with a Loop component, co-author documents and share files with external stakeholders
Run a wrap-up meeting, record it and pass the recap on to the team
Optional: use Copilot to summarise documents or meetings where your organisation has a licence
Wrap up with good practice for storing and sharing files safely in an organisation
Schedule & training options
For individuals — public rounds
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
How do you share a OneDrive file so others can edit it with you?
Select the file or folder in OneDrive and choose Share. Decide who can open it, such as specific people or people in your organisation, whether they can edit or only view, and, where your organisation allows it, when the link expires. Enter the recipients' names or email addresses and send. Everyone can then edit the Word, Excel or PowerPoint file at the same time, and you can review or remove access later through Manage access.
How does version history in OneDrive help?
Version history keeps earlier versions of a file each time it is saved, so you can see when and by whom it was changed and restore an older version if someone makes a mistake or overwrites important content. Select the file, open Version history, pick the version you want and choose Restore. Files that were deleted entirely are recovered from the OneDrive recycle bin instead.
How is a Microsoft Teams town hall different from a normal meeting?
A town hall is designed for large-scale communication where presenters speak to a big audience, such as leadership addressing the whole organisation. The organiser sets co-organisers and presenters, while attendees watch and listen without microphones or cameras and send questions through Q&A. In a normal meeting everyone can talk and interact, which suits smaller groups working together. Some town hall capabilities need Teams Premium.
Who is the Microsoft 365 OneDrive & Teams course for, and what should I know beforehand?
It suits project managers who want a project's files and conversations in one place, staff who work with several departments, team leads who run online meetings, and anyone already using Microsoft 365. You should be comfortable with a computer and a web browser, have some experience of Word, Excel or PowerPoint, and have a work or school Microsoft 365 account with access to OneDrive and Teams.
What will I be able to do after the Microsoft 365 OneDrive & Teams course?
You will be able to manage files in OneDrive on the web, desktop and mobile, share them with links that set the audience, permissions and expiry date, co-author documents and restore them with version history, and use Microsoft Teams for chat, teams and channels, Loop components, scheduling, recording and transcribing meetings, and running or joining town halls. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Can the Microsoft 365 OneDrive & Teams course be run in-house for our team?
Yes. It can be run in-house for your team, with examples adapted to your own work, such as your file structure, sharing rules and the way your departments actually run meetings. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
Many organisations have switched on Microsoft 365, yet most staff still use only email, Word and Excel the old way. Files travel back and forth as attachments, several versions get mixed up, meetings are arranged in private chats, and people are unsure…
