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Microsoft Office 365

Make better use of the full functional variety Office 365 has to offer.
Instructor:
SONIC Performance Support - E-Learning Experts
933 students enrolled
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Make better use of the full functional variety Office 365 has to offer, and learn how to use them to your best advantage.

Without receiving the proper training, it’s not really possible to understand Office 365 and its entire scope of new functions.

Should one share files on OneDrive, or is it better through sites? What is Yammer? Skype for Business versus regular Skype – what’s the difference? How can Delve assist me in performing my work more efficiently? For example, users who don’t receive training will likely continue sending emails with files attached, instead of simply sharing them and working simultaneously on them with others. 

Office 365 is specifically designed to meet the needs of organizations of all sizes—sole proprietors, large and mid-sized businesses, government agencies and educational institutions—helping you save time and money, while freeing up valued resources.

Learn how to

  • Access documents, email and shared calendars from anywhere, on any device
  • Host online meetings with multi-party HD video conferencing and screen sharing
  • Collaborate on documents with teammates, share reports with business partners

First Steps

1
Introduction

Office 365 provides you with all the functions you need to improve cooperation within teams and work together on documents. We would like to show you how you can use Office 365 for your work.

2
First Steps in Office 365

Let's begin our journey into Microsoft Office 365. (Navigate in Office 365, Open Apps, Profile Picture, Help, Change the Theme, Settings (Password, Language, Start Page, Profile), Notifications, Pin Apps to the Navigation bar, Change Order of Tiles.)

3
Quiz - First Steps

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

Mail

1
Introduction

Email continues to be a central application.

2
First Steps in Mail

Learn to use the Mail app. (Navigate, Create, Edit, Drafts, Reply in same window, Discussion View, Pin to Top, Flag as Important, Filter, Sort, Send to Groups, Attach a File, Send Link to OneDrive)

3
Improved Search Function

Searching for mail has also been improved in Office 365.

4
Work with Folders

To organize mail into folders is a good idea because it helps you to get organized and find mail much faster.

5
Settings

The functions like automatic reply, signatures, out of office rules, are, of course, available in Office 365. (Automatic Replies, Reading Pane, Conversations, Working Offline, Inbox Rules, Signature)

6
Quiz - Mail

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

Calendar

1
Introduction

Besides your email, the calendar is the feature you probably use most often.

2
Add Calendar Items

You will likely recognize a lot of features from previous versions of the outlook calendar. But where are they? (Add a Room, All Day Meetings, Private Meetings, Recurring Meetings, Email Reminder, Add Participants, Check Attendee Status (Accepted/Declined), Attach a File, Check Calendar for upcoming Meetings, Schedule a Skype for Business Meeting.)

3
Share Your Calendar

Office 365 supports you perfectly when it comes to teamwork. That means that you can easily share your calendar with others. (Share a Calendar, Manage Access Rights (Full Details, Editor, Delegate), Accept a Shared Calendar Invite, Color Codes, Privacy Settings, Mark Entries as Private)

4
Calendar Options

There are some predefined settings in the calendar that might or might not fit my needs. I can change those settings in the options menu. (Birthday Calendar, Calendar Appearance, Working Hours, Reminders Default Time, Weather Settings, Add a Holiday Calendar.)

5
Quiz - Calendar

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

People

1
Introduction

You can make your work easier by regularly maintaining your contact data, saving the contacts you use most often as favorites, and by organizing contacts in distribution lists.

2
First Steps

You reduce your workload when you keep your list of contacts up to date and organize them in your contact list and groups. (Contacts, Directory, Groups, Online Presence Indicator, Add User to Contacts, Add External Contacts, Contact Lists (Create, Manage, Delete), Import Contacts via CSV)

3
Groups

Groups is a powerful new feature of Office 365. (Why Groups, Create a Group, Private / Public Groups, Subscribe new Members, Unsubscribe, Add Members) 

4
Quiz - People

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

OneDrive

1
Introduction

Find out the many advantages storing files in OneDrive

2
Upload Files

You can upload files to the cloud with OneDrive. (Navigate OneDrive, Sort and Filter Directories, Upload, Drag & Drop, Create Subfolder, Move Files, Preview / List Mode, Copy, Delete, Rename, Advantages of OneDrive, Download Files.)

3
Share Files

One of the biggest advantages of uploading files into OneDrive is the way you share files with others. (Sharing Status, Share a File, Invite People, Shared With, Level of Access (View/Edit), Customize Email Notice, Open Email Notification, Stop Sharing Options, Get a Link, Manage Access Rights for Links, Require Sign-In, Set Expiration Date, Sharing Folder, Folder "Shared with me", Check Sharing Status.)

4
Sync Files

OneDrive can be accessed from everywhere on any device as long as you have internet access – but what if you have no internet access? Learn how to sync files to your local drive. (Download vs. Sync Files, First Time Sync, OneDrive Sync Icon in Taskbar, Find the Folder on Local Drive, Start/Stop/Pause Syncronisation.)

5
Recycle Bin

Files are not physically deleted. They are just moved to recycle bin. (Delete a File, Restore a File)

6
Quiz - OneDrive

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

Teams - Simplify Collaboration within Companies

1
An introduction to your central place in Office 365

First, get an overview of what is covered in this chapter. You will get to know Chris, your video trainer. He will explain all important features and functionalities in a step by step and easy-to-follow manner. At this point, it is important to understand that you can collaborate in Teams with people from your company, but also with people from outside your organization, like clients, vendors, and freelancers. All they need to join your team as a guest is an e-mail address - and it's for free! Easy, right? Let's get started!

Please download the handout "Top10 Keyboard Shortcuts". They are a convenient way to access the most important key features in Microsoft Teams. Generally, using keyboard shortcuts is the key to working efficiently with software applications. Simply put, it’s faster than executing commands with the mouse.

Make sure to validate your knowledge with our varied quiz at the end of the chapter.


2
How to launch and install Teams

Learn how to install Teams. Don't worry, it'll be done quickly. There is an online app, a mobile app and a desktop app for best performance and some extra features like video conferencing and desktop sharing. Install it now and you are ready to go.

3
The interface of Microsoft Teams

Familiarize yourself with the user interface of teams to get an overview of the most important features, functions and buttons. Discover the functionality of the presence indicator, how to change your profile picture, what's in the settings menu and where to set up and test your technical equipment, e.g. microphone and webcam.

Furthermore you will discover the most important menu in Teams, including windows to follow and manage activities, chats, structural organization in teams and channels, meetings, and file management. Finally you will get to know the Help-Feature, that is useful to keep yourself updated and the store, where you can add more apps to Teams.

4
Use the Teams Window to Structure your Organization

The Teams window is the main place in Microsoft Teams to organize your work more effectively. Think of the Teams window as your main control centre, that enables you to optimize your workflow. Discover its deeper structure with Channels and Tabs that helps you to save a lot of time and always keep the overview.

5
Use Channels to structure the Teams window

Once you are an owner or a member of a team, a multitude of different tasks usually arise quickly. Now channels and tabs come into play to provide structure within your teams. So you can arrange different tasks within a team and you never lose the overview again.

6
Use Tabs to access tools and information

Tabs enable a whole range of helpful functions. For example, you can connect Microsoft Teams to other Office apps and even to external apps like websites, Facebook, Twitter, Google Analytics, Trello and many more. Discover the standard tabs 'Conversations', 'Files" and 'Wiki' and learn how to create your own tabs and what exactly you can do with them. You will love them!

7
Communicate with others via Chat

While Team and Channel discussions are visible to all team members, conversations with small groups or an individual are conducted in a chat. Although we are constantly using some sort of chat or texting in our private lives, chat is a realively new concept in the business world. Let's embrace the chat world into our business lives, instead of using help desks or calling a colleague all the time. Explore how chat in Teams works in detail to fully understand its functionality, when to use it and when not to.

8
Keep track of activities

To keep track of activities in Teams, you can use the Activities tab. Basically, it's a steadily updating summary of all activities relevant to you - from the teams that you are a member of and the channels that you follow. Never miss a notification again. Be informed immediately when someone mentions you (let's say "@mentions" you), replies to you or likes one of your posts. And you can do even more. Discover clever filter functions to set the right amount of activity notifications.

9
Meetings, video conferencing and screen sharing

Before, when someone organized a meeting, a meeting room and time were blocked out. Today, a meeting is becoming more and more virtual and spontaneous via video conferences. "Let's meet now" is the new approach. Discover how you can easily conduct video conferencing with Teams, including screen sharing.

10
Share files effectively

Discover how you can easily share files and how you can integrate cloud services into your Teams environment to ensure fast and flexible access to your data. First, learn how you can find files by using the search bar or the 'Files' window. Then, Chris explains why downloading files and working on them locally is a thing of the past. Storing them in the cloud and sharing is the new norm. You will love it.

11
Manage teams and permissions for organizational structuring

Your organization can set permissions for who can create or manage teams and whether or not guests are allowed. This video is for you when you have those access rights or if you want to take a look behind the scenes. Discover how you can create and edit teams and team permissions. You can add members, assign the owner role to one or to several members and edit the team settings, for example to edit the team's profile picture or member permissions. You will also learn how to create a code for members to join and finally how to manage the "fun stuff" like emoji, memes, GIFs, or stickers. Ready? Let's go!

12
Use Teams effectively on mobile devices

You will be surprised how well Teams works on a mobile device. First, download the app from the app store. It is available for both, iOS and Android. You'll get helpful tips on dealing with Teams when you're traveling. Discover the different location of the important Teams window at the bottom of the screen and how you can chat, open files, schedule meetings and more.

13
Final remarks

After completing this chapter you and your colleagues are now prepared for a new level of teamwork. In addition, you are now better equipped for future updates and enhancements of Teams.

Please also download the handout "Additional Learning Material". This handout provides background information, additional topics, and tips for working effectively with Microsoft Teams. Deepen your knowledge and gain more insight into more complex features and future developments of Microsoft Teams.

14
Quiz - Teams - Simplify Collaboration Within Companies

To complete this chapter, validate your newly acquired knowledge with the following quiz. If you find it difficult to pass the quiz, consider repeating some video lessons.

Good luck!

Jörn

Skype For Business

1
Introduction by the Instructor

Skype for Business is a great tool for presenting a PowerPoint presentation, having a video conference or even sharing your screen.

2
Use Skype for Business Online

Skype for Business is available as a 'Desktop App' but also as an App in Office 365. Send Instant Messages (Chat) right from your Office 365 Account.

3
Navigate Through the Skype for Business Desktop App

If you understand basic Skype for Business functions, you can also use them for your work! Let's start by exploring the interface, managing your contacts, and understanding the presence indicator.

4
Manage Contacts

Add contacts and set up Groups to easily reach contacts you communicate with frequently.

5
Instant Messaging

Double-click on someone’s name to start an instant chat. When is Instant Messaging preferable over a call or mail?

6
Make Calls with Skype for Business

Learn how to locate a contact and use the phone icon to call with just one click.

7
Video Calls with Skype for Business

Learn how to locate a contact and use the video icon to start a video confernece with just one click.

8
Initial Setup: Audio Settings

Many meetings start late or are even cancelled because someone has a problem with their audio - don’t be the one who crashes a meeting - learn how to setup your audio device.

9
Initial Setup: Video Settings

Many meetings start late or are even cancelled because someone has a problem with their audio - don’t be the one who crashes a meeting - learn how to setup your video device.

10
Join a Meeting

Use the Meetings within the Skype for Business client, or the link in the Outlook invitation to join the meeting from your PC or mobile device.

11
Schedule an Online Meeting

How to call a Skype for Business meeting? There are several ways to do that - get to know them to decide the best way for each situation.

12
Share a PowerPoint Presentation

You wish to share a PowerPoint presentation? This is how it's done.

13
Share Your Screen

Use the screen sharing feature with anyone else on Skype for Business – and collaborate on projects, plans, and more.

14
Co-author with Skype for Business

Co-Authoring enables you to have a discussion with someone and edit the document you are discussing at the same time.

15
Send a File

You can send a file via Instant Messaging.

16
Work with Whiteboards!

Make sure to master the tools provided to create engaging meetings with a variety of content. You will be surprised how the Whiteboard can help you with that!

17
Perform a Poll

A tool for on-the-spot feedback, online polls let you check in with your audience any time. Use Polls to gather information or receive valuable feedback.

18
Use Q&A for Structured Discussions

You don't want instant messaging to get out of hand by many people asking questions at the same time. In a Q&A session, attendees can ask questions and only the presenter can answer them. This is a good way to structure the discussion.

19
Manage Multiple Content Screens

You have a Whiteboard shared, a Poll running and you're sharing Windows - learn how to manage all this content without getting lost.

20
Skype for Business: Meeting Options

Managing your Skype meeting options will really help prevent you from running into surprises, for example, someone else taking over the presentation if you don’t want them to.

21
Record a Meeting

Learn how to record and share your Webinars with others. Recording meetings can have some legal implications. Learn to avoid them.

22
Skype for Business: Mobile

Never miss a Skype for Business meeting - learn how the Skype for Business mobile app works.

23
Quiz - Skype For Business

To complete this chapter, validate your newly acquired knowledge with the following quiz. If you find it difficult to pass the quiz, consider repeating some video lessons.

Good luck!

Jörn

SharePoint Sites

1
Introduction

SharePoint is the central location for working in teams! Learn how to navigate in SharePoint and get the most out of the application!

2
First Steps

You will learn that a site collection consists of different applications. You will learn more about the different applications in this training. (What is a SharePoint Site?, Follow a Site, Notifications, Navigation)

3
Document Library - First Steps

Document libraries are for saving files. What is the difference between OneDrive or other storage options? A good question! This video will give the answer. (What is a Library? Create a Folder, Adding Files, Version, File Preview, Share Files, Delete a File or Folder, Recycle Bin)

4
Document Library - Set and Manage Alerts

Other team members can work on files in a library. But what if you want to know if a file was edited by others? Learn how to set and manage alerts. (Why Alerts? Create an Alert, Select Delivery Method (Mail, SMS), Select the Type of Changes, Select Alert Frequency, Edit an Alert, Delete an Alert, A Word of Caution.)

5
Document Library - Understanding Versioning

Versioning is a helpful feature! No need to make copies of the file with "Version 1" "Version 2" etc. – and get lost in different copies of the file! (Why Versioning - Document Lifecycles, Version History, Check-Out and Check-In,)

6
Sync Libraries

SharePoint Libraries can be accessed from everywhere on any device as long as you have internet access – but what if you have no internet access? Learn how to sync files to your local drive. (Start Sync, Navigate to Local Files, Start/Stop Syncing.)

7
Share a Site

When you are working with a SharePoint library collection and think other team members should also have access and you have the rights to do so, you can share your library with others. Learn how to invite others to work with you on a team site. (Who has Access? Invite Others)

8
Picture Library

You may wonder why there is a picture library when you can also store pictures in a document library. This video will show you the advantages.

9
Lists

Provide data to team members and organize them in Lists. (Add a New Element, Identify New Entries, Edit an Entry, Table View, Understanding Field Types, Export to Excel, Set Alerts, Recycle Bin)

10
Calendar

The Team Calendar in SharePoint (Add an Event, Recurring Events, Connect with Outlook.)

11
Tasks

Tasks in SharePoint helps you to manage your tasks, delegate tasks to others and see tasks others have created. (Add a Task, Set Priority, Set the Status, Sort and Filter List of Tasks, Add Task to Timeline.)

12
Discussion Board

Learn why maintaining a discussion forum makes sense. (Start a Discussion, Answer to a Discussion, What's the difference to send an Email?)

13
Quiz - SharePoint Sites

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

Yammer

1
Introduction

Yammer is a company-wide social networking tool. Find out how Yammer can help you to create meaningful
interactions with colleagues and external people.

2
First Steps

Get some first ideas about Yammers rich functionality. (Navigating Yammer, Access Elements using Profile, Edit Profile, Set Notifications, Follow People, Like, Reply to, Share, Answer. External People in Yammer, Yammer Inbox, Notifications)

3
Working with Groups

In Office 365 you may already experience the power to work with groups. Yammer has also GROUPS. Find out the differences. (What are Groups in Yammer? Create a Group, Invite/Add Group Members, Group Settings, Add a Description, Public vs. Private Groups, Post a Message - Start a Conversation, Topics / Hashtags, Polls, Praise, Online Etiquette, Store a File vs. Working with OneDrive or SharePoint Sites, Edit Notes at the same Time.)

4
Instant Messaging

Imagine you just have a short question or a short information you want to share. This is where "Instant Messaging" comes into play. Find out when sending a mail is too much and a call is a disturbance. (Send an Instant Message. Presence Indicator)

5
External Groups

Did you know that you can also communicate using Yammer with people outside of your organization? (Create an External Network, Invite Colleagues)

6
Quiz - Yammer

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

Tasks

1
Introduction

Manage your To-dos with tasks.

2
Working with Tasks

Create a Task, Mark as Completed, Delete a Task, Reactivate Tasks, Status of a Task, Filter Tasks by Status, Mark as Private, Set Email Reminder, Repetitive Tasks.

3
Quiz - Tasks

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

Delve

1
Introduction

Delve helps you discover the information that's likely to be most interesting to you right now - across Office 365. Find information about people - and through people - and help others find you. 

2
First Steps

Find and discover documents through people you work with. (Delve Navigation, Delve Cards, File Previews, Storage Location, Open a file from Delve, Share Files (Mail, Delve, Yammer), Mark a Card as Favorite.)

3
People

Delve helps you to know more about the people you are working with - that will help you to work better together. (The People List, View Activity List, Profile Information (View, Edit), Profile Picture, About Privacy in Delve)

4
Boards

Delve offers another interesting way to get organized - Boards. (Add a Card to a Board, Search in Delve, Remove Cards from Boards, Add Boards to Favorites, Share Boards, Disable Delve)

5
Quiz - Delve

It’s easy to validate your knowledge with our end of chapter quizzes. You can also skip a module and use the quiz to verify that you already know the content.

Stream - The Enterprise Video Streaming Service

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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