Introduction to OneDrive, Microsoft Teams, and SharePoint Online


Course Number: OFC-112

Duration: 2 days (13 hours)

Format: Live, hands-on

Microsoft 365 Training Overview

This OneDrive, Microsoft Teams, and SharePoint Online training teaches attendees how to successfully collaborate using these powerful tools in Microsoft 365.

Location and Pricing

This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.

In addition, some Microsoft courses are available as live, online classes for individuals.

Objectives

  • Create and upload files and folders in OneDrive
  • Sort, filter, delete, restore, and search files in One Drive
  • Work with OneDrive files offline
  • Work with OneDrive remotely with the mobile app
  • Create a team in Microsoft Teams
  • Create collaborative communications in Microsoft Teams
  • Customize Microsoft Teams settings
  • Work with OneNote, Planner, Task app, and Power BI in Microsoft Teams
  • Manage and facilitate engaging Teams meetings
  • Automate workflows with Power Automate
  • Work with Teams and SharePoint Online

Prerequisites

No prior experience is presumed.

Outline

Expand All | Collapse All

Introduction
Getting Started with OneDrive
  • What are cloud files and where are they saved?
  • Getting familiar with the app interface and navigation
Creating and uploading files and folders
  • Creating files from the OneDrive web app
  • Creating files from Office desktop and web apps (Word, Excel, PowerPoint and OneNote)
  • Organizing files with folders and subfolders
  • Uploading files and folders
Working in a file together
  • Sharing a file from an app
  • Sharing a file as an email attachment
  • Coauthoring in a file together
  • Managing file versions
  • Managing file permissions
  • Moving and copying files
Sorting, filtering, and searching files
  • Sorting document library contents
  • Filtering document library contents
  • Searching for files by keyword, filetype and date modified.
Deleting and restoring files
  • Deleting files
  • Recovering files
Working with files offline
  • Syncing a document library to computer
  • Making changes offline
  • Managing storage
Working remotely with the mobile app
  • Accessing the app
  • Capturing a document with the Scan feature
  • Setting files for offline work
  • Working with Shared Libraries
  • Customizing notifications
  • Finding content
Getting Started with Teams and SharePoint Online
  • What is Microsoft Teams
  • Getting familiar with the app interface and navigation
Creating a team
  • Create a team from scratch
  • Create a team based on an existing team
Creating collaborative communications
  • Starting and replying to channel Conversations
    • Forwarding an email to a team channel
    • Sharing a channel conversation to an email
    • Formatting a channel post as an announcement or a message
    • Sending a message to multiple channels
    • Add a form or Polly survey to a conversation
  • Private 1:1 and group chatting
    • Send an urgent chat message
    • Share a OneDrive file for collaboration
    • Hide and show chats
    • Pin a chat
Customizing settings
  • Customize language and applications preferences
  • Customize channel, chat and meeting notifications
  • Working with the Activity Feed
Working with apps in team channels (instead of app-to-app switching)
  • Adding a OneNote notebook to a team and pinning a specific section to each channel
  • Adding a plan (Planner) to a team channel to keep a team organized and up to date.
  • Tracking shared plans, edit multiple tasks using List view, and filter tasks in the Tasks app
  • Adding a Power BI report to a channel
Working with apps personally (instead of app-to-app switching)
  • Taking notes with OneNote
  • Managing individual and shared tasks with the Planner (Tasks) app
  • Connect Yammer Communities and collaborate from the Teams app
  • Accessing videos in Stream
  • Working with OneDrive files
Managing and facilitating engaging Teams meetings
  • Creating private and channel meetings – what are the differences, where is content stored and accessed.
  • Customizing meeting settings – who waits in lobby, who can present
  • Chatting before the meeting starts
  • Customizing meeting notifications
  • Taking meeting notes with Wiki
  • Recording a meeting
  • Sharing content (a window, app, video with sound or Whiteboard)
  • Polling attendees with Microsoft Forms in the meeting chat
Getting better search results
  • Searching with keywords and filtering results.
Automating communications in Microsoft Teams with chat bots and connectors
  • Setting up the RSS feed connector in a channel conversation to update a team automatically about specific content on a recurring basis.
  • Setting up a news digest with the Bing News connector to update a team on a recurring basis about specific topics.
  • Scheduling 1:1 or small group meetings with Secretary bot.
  • Getting answers to questions about people, projects, and topics from the Who bot.
Automating workflows with Power Automate
  • Saving email attachments to OneDrive
  • Create a new task for high priority emails
  • Start an approval process when a new file is added to a SharePoint document library
  • Notify the team when a new form response is received
Working with Teams and SharePoint Online
  • Moving and copying team files to another team from SharePoint Online
  • Viewing pages, collaborating on lists and working with files from existing SharePoint sites in a team channel.
  • Syncing SharePoint and Teams locally
  • Managing version history of channel files – view with changes, restore, delete, make a copy.
Working remotely with the Microsoft Teams mobile app
  • Collaborating in team channels
  • Chatting privately
  • Attending meetings
  • Customizing notifications
  • Capturing content with the camera
Using Microsoft Teams productivity shortcuts and help
  • Use Command Box and keyboard shortcuts
  • Use the built-in Help resources
  • Give feedback
  • Suggest new or improved features
Conclusion

Training Materials:

All attendees receive a quick reference, as well as links to the most important articles in Microsoft documentation.

Software Requirements:

  • A full installation of Microsoft 365, including OneDrive and MS Teams
    Please also provide a login account for Accelebrate’s instructor to access your Microsoft 365 environment (including your SharePoint Online).
  • If the desktop versions of OneDrive and Teams cannot be installed, we could have students use these tools via the Office.com portal during the training.


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