The course is designed to help Power Users and end users make the most of the Office 365 apps. Teaching you how to collaborate across the business and understand when to use what and maximize your business adoption of Office 365.
The course is designed to help Power Users and end users make the most of the Office 365 apps. Teaching you how to collaborate across the business and understand when to use what and maximize your business adoption of Office 365.
The intended audience for this course are Power Users and Super users who will need to support the user base, advise on functionality and when to use what tool for the right collaboration need.
In this module we will give a brief overview of what Office 365 is, where the data is stored and some of the subscription choices available. We will also discuss how to access Office 365 and where it can be accessed. Leading to a discussion the benefits to the end users.
What is Office 365 ?
Office 365 Plans
Office 365 Apps
Browser Support
Getting started – Login with Office 365
Update your Delve Profile
Getting started with Office 365
Login to Office 365
Update your Delve Profile
What Office 365 is.
What the plans and apps are in Office 365.
Which browsers Office 365 supports.
How to log into Office 365.
How to update your Delve profile.
Typically, organisations work on shared drives and may also have a drive for personal files. OneDrive replaces that personal drive. We will discuss when you should use OneDrive and importantly when staff should not be using OneDrive. We will show you how OneDrive can be accessed and synchronized with your devices. We will discuss the options for sharing files and folders as well as the benefits of versions and the recycle bin. We will also look at the file details available to us for audit and search purposes.
Adding and organizing content
Version History
Deleting and restoring files
Sharing files
File details
Synchroizing files to the device
Managing Content with OneDrive
Create a folder
Create and change a file in the browser
Restore a previous version
Delete and restore a file
Share a file
Manage file sharing
How to add and organize your content in OneDrive.
How to use version history in OneDrive.
The way you delete and restore files in OneDrive.
How to share a files in OneDrive.
View file details in OneDrive.
Synchronise files to their device.
In this module we will look at the more familiar Office Apps and discuss when you would use the local copy of the application and when you would use the browser version. We will also discuss how they integrate with the other Apps such as saving attachments to OneDrive or Groups. This module will also discuss the ways to collaborate with colleagues Co-Authoring on documents.
Working with emails in Outlook online
Managing attachments
Meeting creation
Out of Office Rule
Word/Excel and PowerPoint Online
OneNote notebooks
Working with Office Apps
Create an email in Outlook online
Add an attachment to an email
Create a meeting
Set up an Out of Office Rule
Create a Word online Document
How to use Outlook Online.
How to use Word Online.
How to use Excel Online.
How to use PowerPoint Online.
How to use OneNote Online.
SharePoint can be many different things to different organisations. Some will use SharePoint as its intranet, others, as an extranet, to share content with external suppliers. Many organisations will use SharePoint as its document management tool. We will look at and discuss the different ways organisations use SharePoint Online. We will focus mainly on the document collaboration in this module. We will look at the benefits of adding metadata to documents and how that metadata can be utilised to create different views of the data, as well as sorting and filtering data. We will show you what can be achieved with alerts, workflows and document approval. We will also discuss how to share documents internally and externally. Finally, we turn to Communications sites and look at editing pages and adding web parts.
Creating Team Sites
Working with Document Libraries
Adding metadata columns
Working with views
How to set an alert on a document library
Creating News Items
Communication sites
Editing pages
Adding Webparts to pages
Collaborating with SharePoint Online
Create a new Team site
Create a new Document Library
Add a column
Create a view
Setting up an alert
Create a news page
Create a Communication site
Edit the home page
Add a news web part
How to create a team site.
The working of document libraries.
Manage views and metadata columns.
Create a new item in a list.
How to set an alert in a document libray.
How communication sites work.
How to edit a page.
Add webparts to a page.
Office 365 Groups are an integral part of Office 365. Not all organisations utilise the collaboration abilities of these groups via Outlook. We will discuss how end users can communicate and share documents directly from Outlook. There will be a demonstration of the conversation area which is a shared mailbox, the shared calendar, the notepad and Planner as part of this module. We will also discuss the other apps that are created when a 365 Group is created. Finally, we will discuss when it may be appropriate to collaborate with Groups.
Creating groups
Adding files
Using the Group Calendar
Adding members
Adding tasks to Planner
Using the OneNote Notebook
Navigating to the SharePoint Site
Collaborating with Groups
Create a new group
Upload a file
Add a meeting to the group calendar
Add members
Add tasks to Planner
Navigate to the OneNote notebook
How to Create and manage a group.
How to manage files in groups.
How to use the groups calendar and OneNote Notebook.
How to navigate to the sharepoint site.
How to add members to a group.
Microsoft Teams is the new way to collaborate, providing, amongst other things, functionality from Skype for Business. It is the area where end users can work on documents with other members of a team, have conversations about the documents, set up meetings and discuss the meeting in the Teams Channel. You can also chat directly with colleagues, have video or voice calls and record meetings. The idea around Teams is to be able to find all the information relating to a specific aspect of a project or team in one place. During this module there will be a demonstration of each aspect of Teams and a discussion on why and how you may utilise it as an organisation.
Creating Teams
Adding members to the Team
Adding Channels
Chat vs Conversations
Adding files
Tabs
Scheduling Meetings
Collaborating with Teams
Create a new Team
Add members to the Team
Add a new Channel
Start a conversation within a Channel
Add some files
Create a Tab from a file
Schedule a new meeting in a Channel
How to create and manage a Team.
How to keep up to date with your Team.
How to use Chat in Teams.
How to use the Team Meeting functions.
How to invite someone to join your Team.
How to administate Teams.
Microsoft Stream is your corporate YouTube channel. We will discuss how we can organise our video content into groups and channels. There will be a demonstration of how to integrate video from Steam onto SharePoint Pages. We will also look at adding Stream to Teams. As part of the module we will also discuss the additional features available in Steam when you upgrade your subscription including the transcription and people finder service.
Uploading videos
Channels in Stream
Sharing content
Following Channels
Working with Video Using Stream
Upload a video to Stream
Create a Channel
Add your video to the Channel
Follow a Channel
How to create channels, Upload videos and follow channels.
How to Share stream content.
Delve allows you to find the content thats relevant to you all in one place, whether that is something that youve created or that a colleague is sharing content with you. You can also customise your own profile to make yourself easier to find. Well look at how we can promote ourselves in Delve and utilise the search functionality of Delve to follow colleagues. Sway lets us create visual presentations utilising templates and graphics alongside content from a wide range of sources. These webpages are then shareable internally and externally. Yammer is a corporate social area that can be used to talk to internal and external groups. Files can be shared and additional social features such as polls allow us to communicate with large groups of people and quickly gain feedback.
Searching for people in Delve
Following colleagues
Ways to create a Sway
Sharing Sway
Yammer Groups
Yammer Discussions
Creating Polls in Yammer
Engage colleagues with Delve, Sway & Yammer
Navigate to Delve
Follow a colleague
Create a Sway from a word document
Share the Sway with a colleague
Set up a group in Yammer
Create a Poll
Search for people using Delve.
How to follow colleagues in Delve.
Different ways to create a sway.
Use different features in Yammer such as Groups, Discussions and Polls
Storing information in various locations in Office 365 can be enhanced by automation, data capture, mobile working and visualising information. Known as the Power Trilogy, Power BI offers a means to present raw data as reports and dashboards. PowerApps allows you to build apps for mobile devices, offering forms and visuals to support a variety of business activities. Flow can be used to automate what might be manual processes such as approvals, updates, communications and more. Forms allow you to set up surveys and quizzes for individual or group use, so you can quickly get feedback from end users. During the module you will see a demonstration of how PowerApps can be used to customise forms in SharePoint and then to create a mobile app to update a SharePoint List.
What is Power BI and what does it look like
Using Connectors
Using Microsoft Forms
Using Flow and the Connectors available
Creating Mobile Apps with PowerApps
Working with data using Power BI, PowerApps, Flow & Forms
Look in Power BI and investigate some of the templates available to you
Create a feedback form
Create a Flow that sends an email based on your form
An understanding of the Power BI.
How to use connectors.
How to use Microsoft Forms.
How to use Flow and the connectors available.
How to create mobile apps using PowerApps.
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