MS 365 Apps – Training Programme

Duration: 3 hours per module (6x modules)

Course Overview

These six 3-Hour Virtual Instructor Led training modules are designed to lead users through a learning pathway to improve and enhance their understanding and skills across key MS365 Apps. The module contents are detailed below

• Module 1: Working with Teams – 3 hours
• Module 2: Working with Online Files in OneDrive and SharePoint – 3 hours
• Module 3: Understanding Security and Permissions – 3 hours
• Module 4: SharePoint Pages and Stream for SharePoint – 3 hours
• Module 5: Getting Organised – Using Planner and To-Do– 3 hours
• Module 6: Outlook update – 3 hours

On-line from
your chosen location

At our dedicated
training facility

On-site at
your premises

Target Audience

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COURSE OBJECTIVES

Module 1: Working with Teams
The objective of this module is to learn about the new features and also discover some older favourites within Teams and learn how to make best use of this collaboration tool.

Module 2: Working with Online files in OneDrive and SharePoint
There is so much choice when it comes to filing.  Do I use my OneDrive, my SharePoint site or my Team? Come and learn to make the most of each of these online storage solutions. We shall learn how to Share, locate version history, check a file in and out and what happens in SharePoint when you connect a Team.

Module 3: Understanding Security and Permissions
This session is ideal for SharePoint or Team Owners. You will learn about Permissions, Security and how to  use  libraries within a Site.  We also cover creating custom Views, Adding Metadata and building Lists

Module 4: SharePoint Webpages and Stream for SharePoint
Ready to get creative, lets learning how to build Pages in your SharePoint Site.  We will start with the template driven News feature and learn how to work with graphics and text.  We will then progress to using other Web Page and web part creation.  In addition, we shall explore the new features available in Stream for SharePoint and see how Videos can be added to our pages.
 
Module 5: Getting Organised – Using Planner and ToDo
Let’s learn how to manage Tasks – both in a collaborative and personal way.  Planner and To-Do will help your organise your projects and tasks.

Module 6: Outlook Update
Outlook has changed!  We shall spend half a day exploring what is available and learning some tips and tricks.  We will focus on what is new and a little different if this new version of your most used program. You might enjoy it so much – you may never go back to the classic version!

Course Content

Module 1: Working with Teams

Using Teams to Communicate
• Working with Meetings
o Send a Private Chat
o Spotlight a Presenter
o Recording and Transcripts
o Live Captions
o Using PowerPoint Live
o Using Whiteboard
o Break out Rooms
o Adding a Poll
o Meeting Notes
o Tips in Meetings

• Using Chat
o Finding Meeting History
o Using Recap
o Download an Attendee list
o Meeting Recordings – Stream for SharePoint
o Downloading / Share Video / Video Chapters
o Loop Components
o Pin, Pop-out and Save

Using Teams to Collaborate
• Adding a Post
• Reply, @Mention and React
• Pin and Save
• Sending Praise
• Adding a Poll
• Working with Activity
• Working with Files
o Adding a File
o Pin a file
o File collaboration
o Custom file open options
• Customising a Channel – i.e. Add Website, Whiteboard, Calendar
• Linking Teams with Outlook

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Module 2: Working with Online files in OneDrive and SharePoint

OneDrive recap
• OneDrive update – what is new
o Recents
o Favourites
o My Files
• Uploading and Accessing files in OneDrive
• Create new documents
• Add a link
• Share a file with others
• Working Collaboratively
• Accessing previous versions of a file
• Using the Recycle bin
• Moving/Copying Files from OneDrive to SharePoint or Teams
• The difference between OneDrive, SharePoint and Teams

Working with SharePoint
• Overview of SharePoint and its advantages
• Navigating and Searching in SharePoint
• Understanding the structure of a SharePoint site
• Creating folders and adding files
• Best Practices
• Adding a file as a template
• Sharing a file or Folder in SharePoint
• Working with Versions
• Pin a file
• Check out / Check in
• Add an Alert

SharePoint and Teams
• The relationship between Teams and SharePoint
• Channels in SharePoint
• Open SharePoint from Teams

Module 3: Understanding Security and Permissions

Sites, Membership and Groups
• Creating a SharePoint Site
• Communication Site vs Team Site
• Adding Members
o Who is a Member, Who is an Owner?
o Adding new members
o Removing members
o Creating extra owners
o Best Practice
• Who is a visitor? Adding a Visitor

Permissions and Security
• Permissions
o Files
o Folders
o Inheritance
o Custom permissions

Views and Libraries
• Working with Views
o Creating a custom view
o Add a Column
• What is a library
o Creating a Library
o Changing library settings
• Using Lists

Module 4: SharePoint Webpages and Stream for SharePoint

SharePoint Webpages
• Adding a News Page What is a News Page
o Selecting a Template
o Working with Images
o Working with Text
o How to promote the page
• Working with Pages
o Creating extra pages
o Page Versions
o Removing Pages
• Customising the Sites home page
o Working with Hero Web Parts
o Quick Parts
• Changing the Navigation bar
o Adding a Button
• Home Page templates
• Analytics
• Monitoring Site Usage

Using Stream & SharePoint
• Recording a New Video
• Backgrounds
• Adding Text and other Annotations
• Save and Publish
• Add the Video to your SharePoint Page

Module 5: Getting Organised – Using Planner and ToDo

Working with Planner
• Add a Tasks tab to your Team
• Build a Planner board
• Add Tasks
o Assign
o Notes and Comments
o Attachments and Files
o Checklists
o Using Labels
• Planner Views
• Tips and Tricks
• The Online Planner Hub
• Copy or Delete a Plan
• Planner & Plan Settings including Notifications
• Export a plan to Excel
• Add a Planner Calendar to Outlook

Working with To Do
• The To-Do App
• Everything in one place
• Flagging email
• Planned Tasks
• New personal Tasks
• Adding Steps
• Attaching Files
• Using Catagories
• New personal lists
• Using My Day
• Viewing and Adding Tasks via Teams
• Tips and Tricks

Module 6: Outlook Update

Working with Email
• Finding Outlook Online
• Show the Classic Ribbon
• Creating a new email
• Pop a new email into a separate window
• Attaching a File
o Linking a File
o View and work with Attachments
o View
o Download
• Share by email
• Use @mention
• Loop Components and Polls
• Schedule when to send an email
• Snooze
• Pin
• Using favourites
 
Get Organised
• Flag and Categorise
• Search and Filter email
• File attachments – all in one place
• To-Do and other tips

Calendars
• Create a new Calendar Event
• Make that Event a Teams Meeting

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You will receive a full set of course notes
and all supporting materials for your course.

Hard Copy Delivered to your premises or Downloaded to a chosen device.

Download a
Course Outline PDF

You will receive a full set of course notes and all supporting materials for your course.
Hard Copy Delivered to your premises or Downloaded to a chosen device.

To book this course please call 
+44 (0) 1444 410296 or email Info@kplknowledge.co.uk

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