Office 365 for Business Course

Microsoft Office. All the office productivity tools you need.

This Microsoft Office 365 course will give you hands-on experience with the features and benefits of Office 365, helping you improve the efficiency of your job, as well as collaboration with your colleagues.

As we all now use multiple devices at multiple locations, it has become increasingly necessary to save and access files via internet/cloud services. A Microsoft Office 365 subscription provides hosting and browser access for your Word documents, Excel spreadsheets and emails, from any device, at any time.

The Business edition of Office 365 also provides collaboration utilities, so that all staff can share files and communicate ideas with their colleagues. Indeed, workflows, dashboards and task driven projects can be designed, shared and accessed easily; to boost productivity, teamwork and efficiency.

This course is for anyone who uses Microsoft Office applications (including: MS Word, Excel, PowerPoint and Outlook) in their day-to-day job, or anyone interested in using cloud software to save and collaborate on documents.

Aims

This course aims to:

• help you to produce and edit files using Microsoft Online applications in your browser
• equip you with the skills necessary to save, open and edit your files on any device at any time with 'the cloud'
• guide you with hands-on experience to design, configure and operate collaboration tools such as Groups, Teams, SharePoint, and Planner
• automate your procedures with MS Flow
• guide you through the creation of interactive reports and storyboards with MS Sway
• establish a bookings calendar for staff and customers to interact, using MS Bookings.

Outcomes

By the end of this course, you should be able to:

• create, edit and manage documents, spreadsheets and slideshows using MS Word, Excel and PowerPoint Online
• manage emails, calendars and people using Outlook Online
• configure and personalise Mail settings to suit your needs
• create and manage a member Group and a Distribution List
• access, navigate and synchronise MS OneDrive cloud files and folders; including Team folders
• edit SharePoint Sites and Pages with Web Parts and Lists
• work with MS Planner tasks and Buckets
• design a Sway report and interactive storyboard from a topic and a document
• collaborate on files simultaneously with MS Teams
• schedule Team meetings and participate in Team conferences
• create and automate workflow events in MS Flow that can be triggered by common workflow tasks
• create, manage and publish a Bookings calendar
• access and work with files in Office mobile apps.

Content

Microsoft Office online and offline

• Log into the portal
• Create and edit Word, Excel, PowerPoint and Outlook files in your browser
• Compare files in Word, Excel, PowerPoint and Outlook desktop applications
• Overcome limitations between online and offline versions of Microsoft applications

OneDrive

• Use OneDrive online
• Use OneDrive for Windows or Mac
• Synchronise OneDrive folders and files
• Troubleshoot synchronisation problems

Groups and Teams

• Create and manage a group, including a group mailbox and distribution List
• Create and manage a team
• Chat privately with individual members, or with the whole team
• Collaborate on files with your team
• Synchronise team folders and files
• Schedule a team meeting
• Participate in a team conference, with audio and video
• The mobile Teams App

SharePoint sites

• Understanding and creating sites, including team sites
• Understanding and creating library and list apps
• Adding a page
• Adding web parts
• Working with files
• Checking files in and out
• Working with version history
• The mobile SharePoint App

The Planner app

• Understanding Planner and creating a new plan
• Adding tasks and buckets
• Working with tasks and labels
• Managing the board
• Adding my tasks to Outlook calendar
• The mobile Planner app

The Flow app

• Create and manage a Flow from a template
• Connect to the approval app
• Test and troubleshoot a Flow

The Sway app

• Creating a Sway from a document, a template and from scratch
• Working with cards
• Working with text, video and images
• Working with groups
• Previewing your Sway
• Changing the design and layout
• Sharing your Sway
• The mobile Sway app

The Bookings app

• Setting up bookings
• Adding business information
• Adding and managing services
• Customising reminders
• Managing and publishing the booking page
• Creating a staff list and allocating staff availability
• Importing contacts
• Working with and printing the calendar
• Booking appointments
• Working with the customer list
• The mobile Bookings app

Intended audience

This course is suitable for:

• clerical and administration staff
• support staff
• managers
• business owners
• entrepreneurs.

Anyone who uses Microsoft Office applications (including: MS Word, Excel, PowerPoint and Outlook) in their day-to-day job, or anyone interested in using cloud software to save and collaborate on documents would benefit from this course.

Prerequisites

This course assumes little or no knowledge of the software. However, you should have a general understanding of personal computers and the Windows operating system environment. If you do not have these skills, we recommend attending Basic Computer Skills and Effective Internet Use course before attempting this course.

Delivery style

Delivered as presenter-taught computer-based training in a computer lab.

The majority of the course will be hands-on. The facilitator will demonstrate tasks and functions and you will follow along on your computer. There will also be opportunities for you to be individually creative. One course module includes the use of a portable device such as an iPad and/or iPhone.

Materials

You will be provided with a link to access and download your personalised eBook prior to class.

Additional information

Please bring a USB flash drive to class if you would like to make a copy of your work or any relevant class materials. Alternatively, you can save these to a cloud storage space or email them to your personal email address.