This Office 365 training will help you take better advantage of the powerful tools at your disposal. You'll see how to work and collaborate more effectively with everything related to document collaboration. What could be more irritating than not knowing where a document is? Or how to share it with just the right person or people? Or not being sure how to control the level of authorization you want to give them? In this course, you will learn how to share and manage documents in Microsoft 365.
Objectives
At the end of this training, participants will be able to use the document sharing features of Microsoft 365.
Prerequisite
Having taken the training course : MS562 Microsoft 365: Discover the cloud environment for working with documents
Content
Microsoft 365 promotes communication between its components. It is important for users evolving in the Microsoft 365 suite (formerly Office 365), to know the specificities, limitations and uses of each tool.
With this Microsoft 365 training you will be able to better understand the differences between these applications and use OneDrive, SharePoint and Teams to securely share and collaborate with documents.
Part 1: How to get started with Microsoft 365
- How do you get connected?
- Navigating and understanding the home page and My Content page
- The different applications for opening and editing Office documents
- New features of the Office suite in Microsoft 365
- Introduction to documents in OneDrive, SharePoint and Teams
Part 2: Collaborate with documents in SharePoint Online
- When and how to use SharePoint document libraries?
- How to find and access my SharePoint sites?
- Possible actions in SharePoint document libraries
- Possible actions on documents
- Create, edit, co-edit and share documents in SharePoint
- Recovering deleted documents
- Recover a previous version of a document
- Retrieve and archive documents
- Setting up alerts
- Introduction to the use of columns
- Introduction to the use of views
- Synchronizing SharePoint folders with OneDrive vs. adding a shortcut
See more + / -
Part 3: Collaborating with documents in Microsoft Teams
- How to create, edit, co-edit and share documents in Teams
- Add a link to a document in a team conversation
- Share a document with someone who is not a team member
- Share documents in a private conversation
- Link between Teams, SharePoint and OneDrive
- Where are the documents I share in Teams?
- Where are Microsoft 365 meeting records?
- How do I change the expiration date of a Teams meeting record?
- Access the SharePoint site from Teams
- Access your OneDrive documents from Teams
Part 4: Sharing Documents in Microsoft 365
- Who can share documents?
- How do you share documents with users inside your organization?
- How do I share documents with users outside my organization?
- How do I change the default sharing permissions?
💡 Useful information
Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
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