Microsoft 365 Training Overview
This in-depth OneDrive, Microsoft Teams, and SharePoint Online training teaches end-users everything they need to know to collaborate successfully 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 courses are available as live, instructor-led training from one of our partners.
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
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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.
