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We’re going to focus on collaboration within Office 365.
Integration of all these tools. You may use similar tools in collaboration, but Microsoft allows integrations between multiple tools all within the Office 365 suite, that you are already paying for. Maximize your investment on o365.
Demo this on an excel attendance form for the lunch and learn. JP can add names from his computer while I change colors.
ONE DRIVE - There are many ways to access your cloud files, and it doesn’t have to upend your workflow. Why office 365 has more convenience and tools). Allow me to demonstrate. (Demo opening files in file explorer and finding those same files in My one Drive. All staff pictures are easiest I think. )
Share files from the file, from outlook, copy a link, send as an attachment instead of a link to a live documents\. Its VERY versatile.
Show different sharepoints I am a part of. Training team, I can find shared picture resources as well as templates for the articles I write. Now I am technically the only person in training, but so many others have a hand. I need our Marketing Director to be able to access and edit anything I’m showing clients. I need the Ams to access my attendance list so they know which clients still need to take their security training this year. I need my tech resources to be able to access knowledgebase I write, so they can proofread and correct any technical errors in my training. And if I’m sick on a training day, chances are we don’t have to cancel, my resources and notes are all in here. I can just make sure that someone can get them and give the training.
This is great for note keeping. Take notes on your phone and have them ready at your computer when you return. Keep a log of standing meetings that your teammates can check back on when the meeting is over. Insert media to enhance your ideas. Record a meeting audio and add text notes as you go along.
Super easy to just start using, and can be made for interactive for your needs. Let’s look at the planning stages for this meeting…
In our teams we have a couple of fun only channels like doggos and kittehs, but we also use this to enhance our workflow and collaboration. Where did matt go? Let’s call him and get him involved in this lunch and learn.
Frankly I like to check in on delve every once in a while just to see what everyone is working on. That’s how I found out what our gifts for the 15th anniversary party were going to be ahead of time.
Flow is amazing, smart, simple automation, buuuut it does take a bit of knowledge to use. Its similar to rules but with much more powerful capabilities. One of their premade ones is super convenient, it just takes any attachments sent to you in outlook, and puts it into your one drive folder.
Knowledge base is my jelly and my jam. All a bunch of tech tips and trick, explanations with images, videos and more. Some of what we talked about today, we go more into depth on the how tos in here. Actually currently working on flow/planner one.
Client portal – new and improved. Not just for tickets, but you can use this as a hub for your Office 365 apps, training, and more. I was put on a spare machine and used this to make sure I got access to all the applications and websites I hadn't bothered to memorize because they were auto filling in my browser.
Teams is a big one, so we've compiled a user guide and keyboard shortcuts.
Lunch & Learn January 2020: Collaboration with Microsoft Office 365
Microsoft Office 365
Lunch & Learn
Leverage the power of Office 365 to improve collaboration,
productivity and ROI for your business.
It’s simple math. Many heads are better than one.
range of available skills
Allows staff to see past
department or silo
Ongoing learning from
It’s simple math. Many heads are better than one.
lead to innovation
Inspires staff to work
Builds a sense of
purpose and dedication
Provides staff with
equal opportunities to
contribute and have a
Improved remote work
Common desktop application features from anywhere
Uniform experience – fonts, colors, and layouts are the same
on any device
Multiple users can work together on a file and see changes
in real time
Eliminates inconsistencies and saves time and storage by
using a single file for everyone
Collaborate on ideas with common Microsoft applications.
Access files from anywhere, using any device
Share files with team members and they’ll always
have the latest version available
Sync files to your computer for offline access
Free space on your computer by pushing less used
files to the Cloud with Windows 10 Storage Sense
Store Files in the Cloud
Microsoft OneDrive Cloud-based file storage
Centralized, cloud-based document storage
Enables collaboration within teams and flow of
information between connected staff
Social features promote communication, discussion,
and can be used to broadcast announcements
Workspace sites enable collaboration between
members of different teams
Microsoft SharePoint organization-wide file storage
Microsoft’s O365 equivalent to Evernote
Record notes, audio, and video in a single location
Include links to web pages, videos, and more
OCR scanning reads text from images
Interactive whiteboarding from any device,
anywhere with an Internet connection
Microsoft OneNote Cloud-based notes and whiteboarding
Lightweight task management for individuals and
teams based on Kanban methodology
Define and assign tasks, set due dates and view
statuses in real-time
Email alerts keep all team members informed
Great for planning events like this one!
Keep Projects on Track
Microsoft Planner task management for teams
Office 365’s communications hub, integrated with
Integrates with many 3rd-party services to increase
collaboration and awareness
Voice calling features that rival traditional business
Can connect to other business’s Teams to further
enable collaboration with partners
Microsoft Teams unifies Office 365 and brings your team together
Additional Powerful Tools
Interdepartmental awareness and
simple data analysis
Automate redundant processes
to increase productivity
More collaboration tools included with Office 365
Video sharing (internal YouTube)
Data collection simplified and
tie ins with other office apps
Microsoft O365’s core collaboration tools
Store and edit your
collaborate on docs
with team members
and files with your
Establish IT Governance
Ensure your IT supports your business goals
Keep control of your business data
Utilize business data to drive decisions and
Protect confidential or proprietary data
Provide secure and reliable tools and structure to enable business growth
Resources - Learn More
Microsoft Office 365 and collaboration resources
Guides, articles, videos, and how-to’s designed for
today's business technology.
Create new support tickets, check on updates,
and launch O365 apps.
Microsoft Teams Power Pack
Free power user’s guide and keyboard shortcut
We work closely with businesses at all levels to
gain a deep understanding of their challenges
and implement people-first solutions to enable
New York based Managed Service Provider
established in 2002
We provide tech support & expert consulting
to the service and creative industries
We are focused on enabling growth through
properly leveraging technology and proper
We hope you found our lunch & learn helpful and want to
know what you think!
Justin Penchina, CIO
Maryann Dobrowolski, Training Manager
Visit us at thevaliantway.com to
learn more about our services and
philosophy, meet our team, and
read our blog!