Office 365 – your online office

Training dedicated to those who manage workflows and group collaboration on intranets and those who want to increase their efficiency in group collaboration.

About the training

A workshop for new users of the Office 365 platform and those who would like to refresh their knowledge of its capabilities. Allows you to get acquainted with the functionality and services, and start working in the new environment.

Purpose of the training

Increase efficiency in collaborating with other users and provide more control over documents used in the company.

What will Microsoft 365 improve in your work?

After completing the training, the participant will be able to use lists and libraries, use shared calendars and contacts, and create and customize document and meeting workspaces. He will learn to publish documents and information with change history control to build a knowledge base.

Where will you use the acquired knowledge?

Using the Office 365 platform will definitely improve the work of the entire organization. You will increase the efficiency of your reporting and collaboration work within the organization. You will also notice an increase in comfort in accessing data.

What will you learn?

You will be able to work in the best environment supporting group work. You will learn how to effectively manage documents and their workflow.

Introduction to Microsoft 365

• Overview of the capabilities and purpose of the Sharepoint 365 local platform
• Overview of Sharepoint features

Basic Sharepoint components

• Logging into an existing team site
• Navigating the site area
• Editing an existing company site
• Customizing the appearance of a personal site

Sharepoint/Teams collaboration features

• Lists in Sharepoint their types and practical applications
• Types and practical applications of lists
• Calendar and time management
• Calendar workspaces
• Contacts - managing and sharing
• Discussion lists
• Creating surveys and managing the results
• Working with Teams
• Custom lists - defining columns and fields

Working with document libraries

• Creating documents directly on the site
• Importing documents and document collections into libraries
• Managing document permissions
• Creating a document workspace

Integration with Microsoft Office

• Word documents - publishing and document management
• Excel documents - access control tools and file version management
• Microsoft Access documents - publishing tables and forms to a site
• Cooperation with Microsoft Outlook - exchange of calendars and contact lists

Power Automate (flow) workflows for documents and tasks

• Workflow in document workflow automation
• Approval of changes and collection of document feedback
• Defining workflow participants and their permissions
• Automatic and manual workflow approval methods
• Sequential and parallel flow
• Defining workflow times and defining email alerts
• Document workflow delegation options
• Workflow tracking methods

Document version management

• Synchronize documents online and offline
• Approval and rejection of document changes
• Intermediate versions and tracking of document changes

Managing access to the site

• Administrative tools in Sharepoint
• Adding and managing collaborators
• Defining access levels to individual libraries