Introduction to Office 365 and Teams
This instructor-led Microsoft Office 365 and Teams training course introduces participants to Microsoft’s cloud-based productivity suite. You’ll learn how to communicate and collaborate effectively with Outlook email, Microsoft Teams chat, video meetings, and channels. The course also covers using OneDrive and SharePoint for secure file sharing and central document storage. In addition, you’ll explore Microsoft Planner, a visual task management tool designed to organize team projects and track progress. By the end of this course, you’ll have the skills to improve collaboration, streamline communication, and boost productivity across Office 365.
Introduction to Office 365 and Teams
Course Overview
Microsoft Office 365 and Teams provide powerful cloud-based tools to help you stay connected, collaborate efficiently and streamline daily workflows. In this interactive class, you’ll explore the Office 365 environment, learn to manage files in OneDrive and SharePoint, communicate through Outlook on the Web, and take full advantage of Microsoft Teams for collaboration and meetings.
By the end of this session, you’ll have the skills to navigate Office 365, manage documents, communicate effectively and coordinate projects with Teams and Planner.
Key Takeaways
- Office 365 Essentials: Navigate the suite bar, app launcher, settings, and profile to get the most out of Office 365 apps.
- File Collaboration: Create, share, and edit files in OneDrive for Business and SharePoint, with real-time co-authoring.
- Outlook on the Web: Send and manage email, schedule appointments, organize contacts, and personalize your inbox.
- Microsoft Teams: Communicate through teams and channels, manage roles, start meetings, make calls, and collaborate on shared files.
- Task Management with Planner: Build plans, assign tasks, group and track progress, mark tasks complete, and export data to Excel.
Course Outline
Getting Started
- Exploring the Office 365 Home Page Suite Bar
- App Launcher
- Office 365 Link
- Current Application
- Notifications
- Settings
- Help
- Profile
- Office 365 Apps
Collaborating with Shared Files in OneDrive for Business
- Creating Documents
- Saving and Renaming Documents
- Opening Files
- Downloading Files
- Sharing Documents
- Simultaneously Editing Documents
Collaborating with Shared Files in SharePoint
- Work with Shared Documents
- Edit Documents in Office Online
- Collaborate on the SharePoint Site
- Work with OneDrive for Business
Using Outlook on the Web
- Send and Receive Email
- Manage Contacts
- Schedule Appointments
- Personalize Outlook on the Web
Using the Outlook Web App
- Using Mail
- Using the Calendar
- Managing Contacts, Distribution Lists and Groups
- Personalizing Outlook Web App and Setting
- Automatic Replies
- Focus Feature
Collaborating with Teams
- Overview of Teams
- Viewing Teams and Channels
- Team Roles: Permission levels
- Conversing with Entire Teams and Individuals
- Replying to Conversations
- Starting Meetings
- Reviewing Your Presence Setting
- Making Audio Calls
- Working with Files
- Working with the Command Box
Manage Tasks with Planner
- Overview of Planner
- Building a New Plan
- Adding Members to the Plan
- Adding a Task to the Plan
- Grouping Tasks
- Marking a Task Complete
- Deleting a Task
- Exporting a Plan to Excel