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Face to face / Virtual closed & onsite training. Restaurant lunch included at STL venues.
- ½ day Instructor-led
Syllabus
Who is this course for?
This 3 hour workshop is aimed at key stakeholders in the Office 365 Training programme who are chosen to help form the best practice for using Microsoft 365 in advance of the 'Ambassadors Training'.
Objectives
Increased awareness of 365 applications and services and the how the organisation can benefit from agile working practices, efficient communication and collaboration using these tools.
Understanding how and when to use the correct 365 application for the business task and the benefits of using best practice processes for this.
Leveraging the full features of Microsoft 365 to collaborate internally using the correct communication tools and store and share files securely.
Benefits
This workshop provides a strategic overview of how to use the 365 applications to improve efficiency and collaboration. It will involve discussion about key areas and how to overcome common challenges faced by the organization, providing an informed solution for training Microsoft 365.Course Syllabus
365 Overview
Best practice use of 365 scaled to organisational needs
365 for efficient communication and collaboration using Teams as a hub
Teams as a Collaboration Hub
Overview of Teams as a Collaboration hub
Using other 365 Apps within Teams
Document Storage and Collaboration tools for live co-authoring
Teams as a Communication Hub
Best practice use of Teams and Channels
Comparing Chat vs Posts
Making calls through Teams Setting up Meetings vs Webinars
Screensharing and presentations tools for improved facilitation and increase participation
OneDrive & SharePoint
External Sharing - link permissions
Organising documents and collaborating
OneDrive for Business versus SharePoint/Teams for document management
Working with Office Desktop and Web Apps
Word, PowerPoint and Excel using the Office Web Apps vs Desktop
Outlook Desktop app vs Outlook Web Access
Setting up Teams meetings in Outlook vs Teams
Other 365 Apps such as Microsoft To Do
Use of OneNote for Personal and Shared Notes (Via Teams) or Tasks by Planner
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training
Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Virtual training
Regular breaks throughout the day.
Learning tools
In-course handbook
Contains unit objectives, exercises and space to write notes
Reference material
Available online. 100+ pages with step-by-step instructions
24 months access to Microsoft trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
Training formats available
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Testimonials
ebm-papst UK Ltd
Amy Bryan,
Sales Coordinator
Brilliant course. Very helpful trainer and will use a lot that I learnt
Microsoft 365 Explained
Training manual sample
Below are some extracts from our Microsoft 365 Explained manual.
Best Practice Use of 365 Scaled to Organisational Needs
Microsoft
365 offers various tools and services that can be tailored to meet the needs of
organizations of all sizes. For effective scaling you need to :
- Assess Needs: Identify organizational requirements
for communication, collaboration, security, and compliance.
- Choose Appropriate Plans: Select plans that offer the necessary
features. Enterprise plans provide more advanced security and compliance
features.
- Adopt Best Practices: Implement governance policies, ensure
proper training, and encourage best practice usage to maximize the
benefits of Microsoft 365.
365 for Efficient Communication and Collaboration Using Teams as a Hub
Overview of Teams as a Collaboration Hub
Microsoft
Teams serves as the central platform for teamwork in Microsoft 365. It
integrates chat, video meetings, file storage, and an integration of a wide
variety of applications (or apps) offering a seamless experience for users to
collaborate in real time.
Using Other 365 Apps within Teams
Teams
integrates with various Microsoft 365 apps:
- Word, Excel, PowerPoint: Users can create, share, and co-author
documents directly within Teams.
- Planner: This extremely useful tool helps to integrate task management
within Teams channels.
- Power BI: Report users can embed interactive
reports for data analysis within Teams.
Document Storage and Collaboration Tools for Live Co-Authoring
Teams uses
SharePoint and OneDrive for Business for document storage:
- Real-Time Co-Authoring: Multiple users can edit documents
simultaneously, seeing changes in real-time.
- Version History: End users can access previous versions
of documents to track changes and revert to original documents if
necessary.
Teams as a Communication Hub
Best Practice Use of Teams and Channels
- Organize by Teams and Channels: Teams can be created for specific departments
or projects and channels for specific topics or tasks within those teams.
- Naming Conventions: Use clear and consistent naming
conventions for easy navigation. Best practice is to stick with the same
Teams names as they are embedded within the URL pathway and therefore any
changes can break linking and updates
- Governance: Implement policies for creating and
managing teams and channels to avoid clutter and confusion.
Comparing Chat vs Posts
- Chat: This is best for quick, informal conversations and direct
messages.
- Posts: These are ideal for formal communication within channels where
information needs to be accessible to the entire team.
Making Calls through Teams
- Teams Calls: Provides VoIP calling, enabling users
to make voice and video calls directly through Teams.
Setting up Meetings vs Webinars
- Meetings: Suitable for interactive sessions with
team members, supporting up to 1,000 participants.
- Webinars: Designed for larger, more structured
events with up to 10,000 attendees, offering registration, attendee
reporting, and enhanced presentation tools.
Screensharing and Presentation Tools for Improved Facilitation and
Participation
- Screensharing: Facilitates real-time collaboration by
allowing users to share their screen during calls and meetings.
- Presentation Tools: Utilize PowerPoint Live for immersive
presentations, enabling interactive features like polls and Q&A
sessions to enhance participation.
OneDrive & SharePoint
External Sharing - Link Permissions
- OneDrive: This major feature allows for the
efficient sharing of files and folders with external users using secure
links with customizable permissions (view, edit, expiration dates).
- SharePoint: This document staorage app provides
similar sharing capabilities to OneDrive with more control over
permissions and access levels.
Organizing Documents and Collaborating
- OneDrive: Best for personal document storage and
sharing.
- SharePoint: Ideal for team and project-based
document storage, offering advanced collaboration features like metadata,
versioning, and workflow automation.
OneDrive for Business versus SharePoint/Teams for Document Management
- OneDrive for Business: Personal document storage with easy
sharing capabilities.
- SharePoint/Teams: Collaborative document management with
advanced features for team-based work.
Working with Office Desktop and Web Apps
Word, PowerPoint, and Excel. Using the Office Web Apps vs Desktop
- Office Web Apps: Accessible from any device with an
internet connection, offering essential features for editing and
collaboration.
- Desktop Apps: Provides full functionality and
advanced features for complex tasks and offline access.
Outlook Desktop App vs Outlook Web Access
- Outlook Desktop App: Offers robust features for email
management, calendar, and task integration.
- Outlook Web Access: Provides essential email and calendar
functionalities with the convenience of web access.
Setting Up Teams Meetings in Outlook vs Teams
- Outlook: This can be used to schedule Teams meetings directly from the
calendar, integrating seamlessly with Outlook's scheduling and email
features.
- Teams: This app offers a straightforward way to schedule and manage
meetings within the Teams environment.
Other 365 Apps such as Microsoft To Do
- Microsoft To Do: A task management app for organizing
personal and professional tasks. It integrates with Outlook tasks and can
be accessed from within Teams.
Use of OneNote for Personal and Shared Notes (Via Teams) or Tasks by
Planner
- OneNote: Ideal for note-taking, both personal and shared within Teams.
Users can create notebooks, sections, and pages to organize information
effectively.
- Tasks by Planner: Integrated within Teams for managing
and tracking team tasks and projects. It provides a visual way to organize
work, set deadlines, and assign tasks.
By
leveraging the comprehensive suite of tools in Microsoft 365, organizations can
optimize communication, enhance collaboration, and streamline workflows,
ensuring a productive and efficient work environment.
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