End User Applications Category Banner Image

Microsoft 365 Document Management Workshop

Length 1 day

Course overview

View dates &
book now

Course locations >>

Why study this course

Confused about the differences and similarities between Microsoft Teams, SharePoint Online and OneDrive for Business? Not sure when to use which tool? Unsure how to do Document Management in Microsoft 365?

This one-day workshop will help you understand the differences and similarities between the three main Microsoft 365 collaboration tools, namely Teams, SharePoint Online and OneDrive for Business. You will then be guided through how to do Document Management in each.

The workshop leverages the Lumify Work M365 Good Practice Framework (GPF) which is designed to help organisations achieve high levels of collaboration and productivity with Microsoft 365.

Request Course Information

What you’ll learn

After completing this workshop, participants will have increased knowledge and skills in:

Document management
File check in / check out
Version control
Sharing
Security and permissions management
Searching and filtering
Collaboration

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.

View all Microsoft Apps courses

Who is the course for?

Anyone who has been challenged by managing documents in Microsoft 365 is a good candidate for this workshop.

The intended audience may vary between those who have had little to no exposure to Microsoft 365, to those who have had some level of engagement with the product but are looking to broaden their skill set.

Course subjects

Module 1 – Introduction to M365 and the Good Practice Framework

Microsoft 365 Overview
Web Apps vs Desktop Apps
Teams vs SharePoint Online vs OneDrive for Business
When do I use which tool?
M365 Good Practice Framework
Summary

Module 2 – Working with Files

One Drive for Business
- Document Management* in OneDrive
SharePoint Online
- SharePoint Team Sites
- Document Libraries
- Document Management* in SharePoint
- Check In / Check Out
Microsoft Teams
- Document Management* in Teams
- Using the Files Tab in Teams
Version control in all three apps
Summary

* Document Management covers uploading, creating, saving, organising, opening, moving, copying, and deleting files

Module 3 – Searching, Filtering and Collaboration

Microsoft Search
Searching in Teams
Sorting and Filtering Files in Teams
Sorting and Filtering a Document Library
Collaboration in M365
Co-authoring
Summary

Module 4 – Sharing, Security and Permissions

Best practices for document security
SharePoint Security Inheritance
Sharing in SharePoint and OneDrive
Sharing Permissions
Sharing Files from Teams
Best Practices for Sharing
Summary

Prerequisites

None

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.