Master Microsoft Loop to collaborate in real time, structure content, and integrate with Microsoft 365 tools
Microsoft Loop is a collaboration tool that offers many advantages: easier collaboration thanks to shared spaces, improved project management with task assignment, simplified remote working with shared resources and real-time communications, integrated use with other MS 365 applications...
This Loop training course will enable participants to take advantage of the tool's key elements (components, pages and workspaces) to stop losing track of ideas and documents by staying in sync without switching from one application to another (Teams, Outlook, Word, WhiteBoard, etc.).
Is it for you ?
Microsoft 365 users and administrators
Prerequisites
Have basic knowledge of Microsoft Teams and Outlook (know how to schedule meetings, create Teams conversations); know how to navigate your OneDrive space; know the Share and copy link option to share documents in Microsoft 365
What You'll Walk Away With
- ✓ Create and use Loop components for real-time collaboration across Teams and Microsoft 365 tools
- ✓ Structure Loop workspaces with pages, content, and links to organize projects effectively
- ✓ Integrate Loop with Teams, Outlook, Word, OneNote, Planner, and ToDo to streamline workflows
- ✓ Manage permissions, version history, and content recovery securely
- ✓ Leverage Copilot in Loop to refine and improve collaborative content
Training content
With this Loop training course, participants will be able to understand the basic functionalities of the tool, then collaborate and co-create, in real time, in workspaces developed with Loop.
1 Getting started with Microsoft Loop
- A quick introduction to Microsoft Loop
- Case studies in using Microsoft Loop
2 How to use Loop components in Teams
- Using collaborative notes in meetings
- Sharing Loop components in conversations/chats
- Sharing Loop components in team channels
3 What you can do with Loop components
- Create/copy/paste/modifiy a Loop component in Word, OneNote, Whiteboard, Outlook and Teams
- Adding and customizing content in a Loop component
- Adjusting text formatting in a Loop component
4 Security and governance of Loop components
- Where are Loop components stored?
- How to manage Loop component authorizations
- How to display or retrieve a previous version of a Loop component
- How to recover a deleted Loop component
5 How to use Loop workspaces
- What is a Loop workspace
- Creating a Loop workspace
- Creating pages in a Microsoft Loop workspace
- Adding links in a Microsoft Loop workspace
- Add content to a Microsoft Loop page
- Managing permissions in a Microsoft Loop workspace
- Accessing version history
- Recovering deleted content in a Microsoft Loop workspace
6 How to take advantage of Loop's integration with Planner and ToDo
- Add a to-do list in Loop
- View Loop tasks in Planner and ToDo
- Insert a Planner plan into a Loop component
7 Loop and Copilot
- Overview of the possibilities offered by Copilot, how it can rewrite and adjust your messages in Loop to improve them (for licensees).
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
