Customer Success Training Catalog Store

Overview Microsoft Edge Experienced Microsoft trainers create an interactive learning environment focused on hands-on collaboration to drive Microsoft 365 excitement, discovery, and knowledge around the power of Accessibility Microsoft Microsoft Microsoft Microsoft Microsoft Microsoft Microsoft Microsoft Power BI Power Apps Microsoft solutions. Training sessions are conducted at the Teams OneDrive for SharePoint Excel Outlook OneNote PowerPoint Word Business customer site or delivered virtually using .

Choose from than 40 that can be tailored to a wide range of experience levels. ​ Microsoft Microsoft Microsoft To Microsoft Microsoft Microsoft Microsoft Microsoft Power Power Virtual Planner Project for Do Lists Forms Bookings Stream Automate Agents the Web

Microsoft Teams Microsoft Teams—the hub for teamwork in Microsoft 365— can help your employees work together seamlessly. Teams is built for the different ways people work today.

Microsoft Teams Level 100 Microsoft Teams Level 200 Microsoft Teams Channels & Files Microsoft Teams Chat & Meetings Microsoft Teams Calling Level 100 This introductory course shows the Improve your facility with Teams by learning Level 100 Level 100 Microsoft 365 Voice provides a secure, fundamentals to navigate Teams, get advanced features, leveling up your This training focuses on Team channels This training looks at two key reliable, and rich cloud-based phone system your team up and running, and start meetings, and extending your experience and working with shared files. Channels are communication tools in Teams, Chat and backed by Microsoft Teams. In this course, having conversations. with apps. where work gets done—it is where you’ll Meetings, to help you take collaboration to learn to use the calling features you need. find conversations, apps, and shared files. the next level using Teams. Objectives: Objectives: Objectives: Objectives: Objectives: • Navigate Microsoft Teams and get • Reinforce knowledge of Teams • Understand shared resources in • Learn when to use Chat and Meetings in • Understand Call settings in Teams to know key features navigation while learning advanced Microsoft Teams Teams • Learn to set up a voicemail • Learn about Activity, Chat, Teams, features • Learn about owner, member, and guest • Participate in one-on-one, group, • Assign, remove, and work with delegates Calling, Calendar and Files • Learn effective strategies for creating, capabilities and meeting chats • Learn to manage call history and • Search to easily find messages, structuring, and managing Teams • Organize teamwork using channels • View and manage chats and meetings voicemail people or files • Improve your efficiency with advanced • Work in channels by having • Understand how to view meeting details • Be able to make an outgoing call and • Understand shared resources search and commands conversations, sharing files, and • Take collaboration to the next level with understand options including holding available across your Teams • Work collaboratively with files connecting apps real-time audio, video, and screen and forwarding • Join your first meeting • Learn new feature to support the • Collaborate on shared files sharing • Understand the difference between • Set up your interface, profile and meeting lifecycle audio conferencing and PSTN notifications • Extend your experience with apps • Manage audio conferencing bridges

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Microsoft Store CST Catalog | Page 1 Microsoft Teams – Additional Training Courses

Microsoft Teams Meetings Microsoft Teams Breakout Rooms Microsoft Teams Live Event Microsoft Teams Live Event Microsoft Teams as a Platform Level 100 Level 100 (Attendee) Level 100 (Organizer) Level 100 Integrating Apps Level 200 The meetings workload includes audio Virtual breakout rooms are the latest Teams is for more than just Teams is for more than just Using apps in Microsoft Teams allows conferencing, video and sharing. This innovation in Microsoft Teams. With communication and collaboration– attend communication and collaboration. Host a organizations to bring key info, common course will demonstrate key features of breakout rooms, meeting hosts can break a keynote presentation with up to 10k companywide keynote presentation or tools, and trusted process to a single Meetings while focusing on running more participants into separate meeting rooms attendees using a Teams live event. host a digital event for larger audiences. secure location. This training will show the effective meetings using Microsoft Teams. for smaller group discussions, then bring capabilities of applications in Teams and groups back to the main meeting. the ways people interact with them. Objectives: Objectives: Objectives: Objectives: Objectives: • Understand meeting scenarios • Discover how to set up breakout • Learn about browser settings • Organizing a Teams live event • Identify types of apps, extension points • Experience the meeting lifecycle rooms in a Microsoft Teams meeting • Understand types of live events – including creation and sharing for apps, and their (UI) • Learn to schedule meetings from • Understand how to manage breakout public and private • Presenter functions including screen elements in Teams Teams or Outlook rooms as the meeting organizer • Joining a live Teams event sharing, audio and video • Efficiently use apps in a collaborative • Be set up to look and sound great on • Explore the participants’ experience of • How to access recorded live events • Producer functions including health workspace camera breakout rooms • Understanding how to use Chat for live check, meeting settings and how to • Access and install apps from the app • Utilize the meeting recording, notes • Learn how to bring breakout room Q&A manage Chat store and chat for ongoing collaboration participants back to the main meeting • Best practices to consider • Manage applications for a Team or group

Microsoft Power Platform The Microsoft Power Platform is more than the sum of its parts. Connect them together—and to Microsoft 365, Dynamics 365, Azure, and hundreds of other apps—and build end-to-end business solutions. Microsoft Power Apps Level 100 Microsoft Power Automate Level 100 Microsoft Power BI Level 100 Microsoft Power Virtual Agents Level 100 *This is an introductory course within Microsoft Business Applications. *This is an introductory course within Microsoft Business Applications. *This is an introductory course within Microsoft Business Applications. *This is an introductory course within Microsoft Business Applications. Prerequisites: Familiarity with Excel and access to the PowerApps service Recommended to be delivered in a series with Power Apps Prerequisites: Familiarity with Excel and access to the Power BI Service Recommended to be delivered in a series with Power Apps

Power Apps increases agility across your organization Microsoft Power Automate streamlines repetitive tasks Power BI lets you easily unify data from many sources Respond rapidly to your customer and employee by helping you rapidly build low-code apps that and processes—so you can focus your attention to create interactive, immersive dashboards and needs using intelligent chatbots built with Power modernize processes and solve tough challenges. Get where it’s needed most. In this course, learn the reports that provide actionable insights and drive Virtual Agents. In this course, you’ll create, publish, started by taking a tour of Power Apps and creating of Power Automate and start creating business results. This course will provide an and analyze the performance of your first chatbot. your first app. flows from templates or from scratch. overview Power BI and how its services and applications work together.

Objectives: Objectives: Objectives: Objectives: • Learn the components of Power Apps • Learn about triggers and actions, the main • Understand the building blocks of Power BI • Learn the components of Power Virtual Agents • Connect an app to a data source components of a flow • Explore how Power BI can enable you make • Create a bot and work with topics and nodes • Build a canvas app from blank • Understand the types of flows available in Power confident decisions using analytics • Design and test a conversation path • Learn to share an app within an organization Automate • Collaborate with Power BI in Microsoft Teams • Publish a bot to a test page • Understand how Power Apps integrates with other • Take a tour of Power Automate • Connect to a Power BI dataset and begin • Understand how to analyze the performance of a products and services • Utilize templates to create various flows visualizing data bot • Build a flow from scratch • Save a report within the Power BI service

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Microsoft Store CST Catalog | Page 2 Microsoft 365 Accessibility Microsoft 365 Accessibility training is available for a range of users including vision, hearing and neurodiversity. Attendees can expect to learn how to set up and navigate the settings within Windows 10 and Microsoft 365 desktop applications including Microsoft Teams. Microsoft 365 Accessibility: Creating Accessible Microsoft 365 Accessibility: Microsoft 365 Accessibility: Microsoft 365 Accessibility: Content Level 100 Low Vision Level 100 Hard of Hearing Level 100 Neurodiversity Level 100 There is no limit to what people can achieve when Learn about accessibility tools and features for people Learn about specialized features for those who are Innovative tools such as dictation and Windows Hello technology reflects the diversity of all who use it. This who are color blind or have low vision. hard of hearing, have hearing loss, or have deafness. sign-in can make the digital world more accessible for course shows how people at school and work can those who live with dyslexia, seizures, autism, or other Objectives: Objectives: achieve more with the built-in accessibility tools and cognitive differences. features in Microsoft technologies. • Learn how to set up and navigate the settings • Learn how to set up and navigate the settings within Windows 10, Office Desktop applications, within Windows 10, Office Desktop applications, Objectives: and Microsoft Teams and Teams. • Learn how to set up and navigate the settings Objectives: • Customize elements of your and • Customize elements of your operating system and within Windows 10, Office Desktop applications, Office applications Office applications and Teams • Learn how to set up and navigate the settings • Come away with the ability to tailor Windows and • Come away with the ability to tailor Windows and • Customize elements of your operating system and within Windows 10, Office Desktop applications, Office experience through the understanding of the Office experience through the understanding of the Office applications and Teams integrated features that make our products one the integrated features that make our products one the • Come away with the ability to tailor Windows and • Customize elements of your operating system and most inclusive in the industry most inclusive in the industry Office experience through the understanding of the Office applications • Learn how assistive technology can empower • Learn how assistive technology can empower integrated features that make our products one the • Come away with the ability to tailor Windows and communication and learning communication and learning most inclusive in the industry Office experience through the understanding of the • Learn how assistive technology can empower integrated features that make our products one the communication and learning most inclusive in the industry • Learn how assistive technology can empower communication and learning

Microsoft Windows Microsoft 365 Microsoft 365 is the productivity cloud that brings together best-in-class Office apps with powerful cloud services, device management, and advanced security. Windows 10 Level 100 *This course is often combined with the SharePoint Online or Windows 10 courses to offer a more complete view of the advantages of moving Level 100 Cloud Storage in Microsoft 365 Level 100 Level 100 to *Using Bookings as an app within Teams is recommended This training introduces cloud storage in Microsoft Microsoft Excel, the app, lets you create, a Modern Desktop. This course introduces Microsoft Bookings to help 365 using OneDrive for Business and SharePoint view, edit, and share files quickly and easily. Get This course offers an introduction to Windows 10, you simplify how you manage and schedule storage. started by learning to navigate excel, organize data, providing an open forum for users to ask questions appointments. and use formulas. and understand more about the transition to a modern desktop. Objectives: Objectives: Objectives: Objectives: • Understand how Microsoft Booking integrates • Understand the difference between cloud storage • Get familiar with Windows 10 with the user’s Microsoft 365 digital identity in OneDrive for Business and SharePoint Online • Learn key terms and work with the help pane • Maximize your User Experience by learning how • Learn how to access and navigate Bookings via • Synchronize cloud storage locations to a device • Navigate the Excel interface and view available to customize your Desktop to empower your best the and Microsoft Teams application • Share and manage access to files and folders options work • Learn how to create and customize services in a • Use modern attachments • Enter, format, and organize data • Identify key areas in Windows 10 that provides Bookings calendar • Navigate OneDrive for Business and SharePoint • Analyze data using charts the most options for customization • Understand Staff Types, how to add, search, and document libraries • Understand the basics of functions and formulas • Get familiar with Settings – customize Windows manage Staff • Recover previous versions of a file 10 to make it work for you • Understand how to add and edit Customer 05032021 information

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Microsoft 365 – Additional Training Courses

Microsoft Excel Level 200 Level 100 Microsoft Lists Level 100 Microsoft Modern Desktop Level 100 Take a dive into the intermediate features of Excel This course introduces Microsoft Forms and Learn to stay on top of it all with Lists, the smart Work smarter with Microsoft’s new Modern Desktop formatting, functions, and accessibility. Attendees demonstrates how to create surveys, quizzes, and information tracking app in Microsoft 365. course. Learn more about managing content, staying taking this course should have a strong understanding polls, how to respond in nearly any browser or mobile secure and working faster and more productively of Excel’s basic features, navigation, functions, and device, and how to analyze those responses. using new features in Microsoft 365, Edge and custom formulas. Windows.

Objectives: Objectives: Objectives: Objectives: • Expand knowledge of notable functions in Excel • Understand navigation and functionality in • Navigate and understand core functionality of • Improve how work gets done by understanding • Understand a wide variety of cell formatting to Microsoft Forms Microsoft Lists new productivity tools across Windows, Edge, and manipulate and interpret data • Create forms, quizzes, and polls • Create, share, and track lists Microsoft 365 apps. • Learn to create Pivot tables for data analyzation • Change visual layout • Customize with custom views • Find and discover information with the intelligence • Understand options to restrict and protect data in • Configure access and sharing settings • Build lists from a template of Microsoft Search. Excel • Learn question types • Understand SharePoint Online and Teams • Understand the update experience for Windows • Utilize accessibility options in Excel using the Check • Make use of branching forms integrations and Office. Accessibility tool and how to add alternative text • Analyzing responses • Understand column types • Work with new security tools that better secure data and devices. • Experience enhanced teamwork and collaboration using Microsoft 365 Cloud tools

Microsoft OneDrive for Business Level 100 Microsoft OneNote Level 100 Level 100 Microsoft Outlook Level 200 *This course is often combined with the SharePoint Online Learn about OneNote, a digital note-taking app that Outlook lets you bring all your email accounts and This course illustrates how to use Outlook to keep course or the Windows 10 course to offer a more complete view provides a single place for keeping all your notes, calendars in one convenient spot. Get started by daily schedules, communicate, collaborate, and stay of the advantages of moving to a Modern Desktop. research, plans, and information. Notes are easy to learning to navigate Outlook, customize your organized. Attendees will expand their understanding OneDrive for Business and Microsoft 365 make it organize, print, and share, and you can search and find experience, and increase your productivity. on more advanced features and tools in Outlook. easy to access, share, and collaborate on files important information quickly. from anywhere.

Objectives: Objectives: Objectives: Objectives: • Learn how to use OneDrive for Business to store • Discover OneNote versions and the differences • Navigate the Outlook interface and view available • Understand Rule creation and management your important work files between them options • Set custom out of office messages to internal and • Examine the advantages and convenience of having • Understand how to navigate OneNote and organize • Customize your experience external individuals all your data available to you at any given time with content across notebooks, sections, and pages • Learn to manage your mail, calendar, tasks, and • Understand Delegation features all the different ways to access your OneDrive • Learn how to bring different types of content contacts • Set up Signatures and Business Card • Keep your data constantly backed up with together • Use rich formatting options to express ideas • Learn how to use Delayed Delivery and Mail Recall Automatic Backup to OneDrive • Understand how to create a notebook and format • Attach content to messages and events functions • Maximize your local storage space with Files On- notes • Learn tips and tricks for more precise searches • Utilize Shared/Sharing and Imported Calendars Demand • Use OneNote to organize meeting notes • Learn best practices to collaborate easily across • Securely share your files by configuring Access • Set up OneNote for team collaboration multiple time zones, including how to use Management and Settings Scheduling Assistant

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Microsoft 365 – Additional Training Courses

Microsoft Planner Level 100 Microsoft PowerPoint Level 100 Microsoft PowerPoint Level 200 for the Web Level 100 *While the Planner course can stand on its own, it is recommended to be PowerPoint allows you to create, view, present, or Deeply integrated with Microsoft 365 including This course introduces how to plan and collaborate on taken with the Microsoft Teams course. share presentations quickly and easily. Get started by utilization of one’s digital identity within Microsoft 365. projects easily with Project for the web. In this course, This course introduces how to use Planner to learning to navigate PowerPoint, design presentations, Permissions, presence, and more are tied to this learn to build a project, share with your team, and allow teams to work together effortlessly by and use helpful presentation tools. identity. integrate with other amazing tools. organizing projects visually in an easy-to-use application that works seamlessly across all your devices. Objectives: Objectives: Objectives: Objectives: • Understand Planner navigation and Microsoft 365 • Navigate the PowerPoint interface and view • Understand and practice using Themes available in • Understand how Project for the web compares to integrations available options PowerPoint Microsoft’s other project and work management • See how to create and organize a plan • Learn to design presentations using helpful tools • Using the Design Ideas menu to use alternate slide solutions • Share a plan and assign tasks • Bring slides to life with transitions and animations formats automatically generated • Learn the value of projects and roadmaps • Learn to stay on top of tasks assigned to you • Learn to stay on top of the project using charts, • Learn to collaborate with others during the editing • Using Animation effects including Entrance, • Navigate projects and roadmaps including calendars, and specialized views Work with Planner process Emphasis, Exit and Motion Paths available views in Teams or SharePoint • Utilize helpful tools for presenting • Best practices include transitions and animations, • Build and organize projects and roadmaps WordArt, SmartArt, tables and charts, links and • Utilize dependencies and scheduling videos • Understand available integrations • 3D models and morphing for additional motion options

Microsoft SharePoint Online Level 100 Microsoft SharePoint Online Level 200 Level 100 Tasks in Microsoft 365 Level 100 This course focuses on the SharePoint Online This course expands on more advanced features of Microsoft Stream is an enterprise video service where This course introduces the unified task experience in experience in communication and team sites. SharePoint Online sites, focusing on Site Ownership people in your organization can upload, view, and Microsoft 365 with a focus on To Do and Planner. Attendees will learn how to share and manage and Architecture. Attendees of this course can expect share videos securely. This course introduces how to content, find information, and collaborate across your to learn about sharing and permissions, workflow view, manage, and share videos that aid in your team’s organization. This introductory course focuses on the management, content types, and various site collaboration. experience for site members. architecture components for building effective team sites.

Objectives: Objectives: Objectives: Objectives: • Successfully navigate SharePoint team and • Understand SharePoint Online team sites, • Navigate Microsoft Stream and discover content • Manage your work with tasks across Microsoft 365 communication sites communication sites, and hub sites • Understand how to upload and manage video • Work with tasks in Outlook, shared Office • Understand Microsoft 365 groups • Plan a successful site by understanding • Edit videos directly in Stream documents, and in Teams • Work with SharePoint document libraries functionality and best practices • Add intelligence to videos • Manage individual tasks and build “your day” • Share files and folders with users outside of a • Customize the look of a SharePoint site • Make videos engaging with a survey, poll, or quiz • Assign team tasks and build a plan group • Build a site and utilize web parts • Share videos and utilize integrations across • Explore various views to get the most out of task • Utilize shared resources in team sites including • Set approvals for documents Microsoft 365 management lists, plans, and notebooks • Analyze usage data for a site

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Microsoft 365 – Additional Training Courses

Microsoft To Do Level 100 Level 100 Microsoft Word Level 200 Microsoft Yammer Level 100 This course introduces how to manage your tasks The trusted word app lets you create, edit, view, and This course will teach how to take word documents to Yammer is a social networking tool to openly connect easier by allowing you to manage your to do list share files with others quickly and easily. Get started the next level with advanced features. We will cover and engage across your organization. Learn to anywhere, set up an intelligent and personalized daily by learning to navigate Word, make impactful advanced features such as comparing and merging discover and engage communities so you can discuss planner, and share lists with colleagues. documents, and review your content with ease. documents, creating and formatting a table of ideas, share updates, and network with others. contents, document translation and more. Objectives: Objectives: Objectives: Objectives: • Understand To Do use cases and integrations • Navigate the Word interface and view available • Review where to find relevant features with the • Navigate and discover communities in Yammer • Configure the To Do experience by options • Engage in public conversations or send private reviewing settings • Use rich formatting and layout options to express • Learn how Compare and Merge can save time messages • Learn to use List as a smart daily planner ideas in writing • Organize your work by creating a Table of • Set notifications on posts that you care about • Make use of smart lists • Understand how to jump-start documents with Contents • Learn to create and manage communities • Learn to stay on track by setting steps, due dates, modern templates, themes, and style sets • Gather ideas and thoughts with Comments and • Utilize Yammer across Microsoft 365, including in and reminders • Use editing tools to review your document and Suggestions Microsoft Teams • Organize and share task lists with others get intelligent suggestions • Learn to quickly translate your work in sections or • Learn to share files to quickly invite others to edit the entire document. or view your document • Convert documents into emails with Mail Merge, while preserving Formatting Options

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