Improve your productivity, wherever you are and from any device
This training course will help you get to grips with Microsoft 365. Learn how to benefit from all Office applications, wherever you are in the world and from any connected device, thanks to an always up-to-date and secure cloud-based suite. With Microsoft 365 your productivity will remain optimal: you will be able to access all your documents and share them with other team members or clients, for better collaboration.
Is it for you ?
Beginner Microsoft 365 user
Prerequisite
None.
What You'll Walk Away With
- ✓ Tell OneDrive, SharePoint, and Teams apart so you know where to store and find your documents based on their type and audience
- ✓ Share a document and adjust access permissions based on context — from an email, Windows Explorer, or a link
- ✓ Recover a deleted document or revert to a previous version on your own
Training content
This Microsoft 365 training equips you to improve collaboration, whether it's creating documents or events, sharing them, co-editing them simultaneously, tracking... The transition to Microsoft 365 facilitates mobility, automation and data security. This training will help you better understand the similarities and differences between OneDrive, SharePoint and Microsoft Teams.
1 What is Microsoft 365
In this segment, you will see how Microsoft 365 helps you with:
- Information sharing
- Collaboration
- Communication
- Information management
What are the advantages of this platform and its cloud-based tools: the tools you already know (Word, Excel, Teams, etc.) and those you may be less familiar with (SharePoint, OneDrive, Microsoft Teams, Power Automate, Power Apps...) :
- What tools are available, with Microsoft 365.
- How to access Microsoft 365?
- What are the differences between Office Online vs. the desktop application (e.g. Office 2021)
- What is the difference between OneDrive, SharePoint and Teams?
- What are the key features of online applications: co-editing, sharing, comments, history, assignment, etc.?
2 How to access your documents in Microsoft 365
In this segment, you will see the underlying architecture of Microsoft 365.
- Which documents end up in SharePoint, OneDrive or Teams, according to which rules.
- Which platform for which type of document (personal, team, private, shared...).
- How to access SharePoint, OneDrive or Teams from Office.com, Windows Explorer or other applications.
- How to use the Microsoft 365 search engine to find your sites, documents and more
3 How to share a document in Microsoft 365
In this segment, you will see what is the best way to share a document in OneDrive, in SharePoint, in Office or in an email.
- What is the sharing process, what is permission inheritance.
- What are the constraints imposed by the organization.
- How to manage sharing rules, modify permissions or adjust the degree of modification granted to the recipient.
- How to share from an email, from Windows Explorer, or through a link.
4 How to delete or restore a document in Microsoft 365
In this segment, you will see how to delete a document and how to recover it in case it is accidentally deleted.
- Where deleted documents are placed.
- What the rules are for restoring documents.
- Who has the rights to restore which documents.
5 How to take advantage of history and version control in Microsoft 365
- In this segment, you will see how to retrieve an older version of a document.
- What are the options to access an older version
- What are the limitations for restoring a version
6 Using search to find your documents
- Search the entire organization vs. a site or library
- How to use filters properly
- Tips and tricks to better find documents.
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
