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Microsoft 365 - Beginner

Length 1 day
Price NZD 450 exc GST

Course overview

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Why study this course

Improve team collaboration and productivity with Microsoft 365! The Microsoft 365 suite of applications is designed for end users and to integrate with each other seamlessly.

All your important Microsoft apps, constantly updated
Store all your files securely in the cloud
Engage, inform, and collaborate within and outside your organisation
Dedicated project workspaces connecting all your apps
Automate workflows and time-consuming processes

Learning to use Teams and other key applications successfully will enable you to get the most out of this suite of tools. Team collaboration, planning, file storage, editing, and sharing - there's a lot of functionality available at your fingertips. Our Microsoft 365 Beginner course introduces Teams, ToDo, OneDrive, Planner, OneNote, and Office Online, providing you a strong foundational knowledge.

This course is particularly beneficial where organisations have recently rolled out Microsoft 365. Learn how to get the most out of this suite of applications.

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What you’ll learn

After this beginner session of our Microsoft 365 course, you should be comfortable with:

Working with Outlook boards
Creating rules and signatures
Creating a Team
Creating a conversation thread
Collaborating in Teams
Reviewing activities in Teams
Understanding ToDo
Using Planner to Assign Tasks
Using OneNote
Working with Office Online Suite
Using OneDrive
Understanding Cloud Storage

Microsoft Apps at Lumify Work

Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. Join more than 5,000 students who attend our quality Microsoft courses every year.

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Who is the course for?

This is an introductory course designed for people new to Microsoft 365.

This course, along with the Intermediate course, is also appropriate for training post-Microsoft 365 implementation.

Course subjects

Introduction

What is Microsoft 365?
Our Scenario

Starting your Day Effectively
(Outlook Calendar, ToDo, Teams)

A System to Manage Tasks and Events
Opening Calendar
Opening ToDo
Creating Meetings and Tasks
Checking your Inputs in Outlook
Checking your Activity Feed in Teams
Creating a Task from a Teams Post

Creating New Files
(Office Home Page, Word Online, Excel Online, Teams)

Using the Office Home Page
Word for the Web
Reusing content from other sources
Using Editor
Excel for the Web
Creating new Documents from the App Launcher
Creating a new Document inside a Team

Working with Files
(OneDrive, Office Home Page, Teams)

Where do we store our “stuff”?
What is OneDrive?
Managing files in OneDrive
Sharing Files from OneDrive
Attaching Links to Files in Emails
Files App in Teams
Private Chat Files
Files in Teams Channels
Moving Files between OneDrive and Teams and SharePoint Libraries
Working with Files in the Office Home Page
Searching for your Files

Collaborating with Colleagues
(Teams, Outlook)

About Microsoft Teams
Teams Chat
Organising Chats
Status Indicators
Saving Posts and Chats
Sharing Files in Chats
Video and Audio Chats and Meetings
Sharing Screens
Working Asynchronously
Alerts in Teams for Urgent Work
Private vs Public Teams
Channels in Teams
Posts in Channels
Mentions in Posts
Organise Teams, Channels, and Chats
Collaborating on Files
Scheduling Meetings
Adjusting your Activity Notifications

Collaborating with Customers
(Outlook)

Customising actions in Outlook Mail
Creating Rules for Emails
Reuse of Content – My templates
Signatures
Creating Tasks easily
Creating new Meetings from Emails
Sending emails to Teams
Searching instead of Filing

Working with Tasks
(Outlook, ToDo, Planner, Teams)

Using the ToDo App
Using My Day
Using Shared Task Lists
Assigning Tasks to others
Working with Planner App
Creating a New Plan
Buckets and Cards
Using Planner in Teams
Assigning Tasks with Cards
Using Cards instead of messages
Tasks from ToDo and Planner in Teams
Tracking the Status of your Plans

Capturing Knowledge for Reuse
(OneNote, Teams)

Capturing Knowledge
OneNote Online
Creating Notebooks
Creating Sections
Creating Pages
Using OneNote for Meetings
Assigning Tasks from Meetings
Minutes in OneNote
Templates in OneNote
Sharing and Exporting OneNote Notebooks
OneNote in Teams
Quick Notes for Quick Capture
Searching for Captured Knowledge

Finishing the Day
(Outlook, Teams)

Getting Current Awareness
Process Final Inputs and Captures
Prioritise for Tomorrow
Shutdown

Prerequisites

This course assumes the user is comfortable using the keyboard, mouse, and Start menu on a Windows-based computer.

No previous experience with Microsoft 365 is necessary.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.