Understanding Office 365 Collaboration

Recorded Session
90 Minutes

Many professionals use Microsoft Teams every day without knowing how it connects to Outlook, OneDrive, SharePoint and Planner. This 90-minute Office 365 collaboration training explains how the Microsoft 365 apps work together and when to use each one.

You'll learn the difference between OneDrive and SharePoint for file storage, how to share files and manage permissions safely, and how to co-edit Word, Excel and PowerPoint files in real time. The session also covers organizing communication to cut email overload and using Planner for tasks and team projects.

Real-world scenarios show common mistakes that cause duplicated work or lost data, along with time-saving shortcuts and lesser-known features for office-based and remote teams.

WHY SHOULD YOU ATTEND?

Switching between Teams, Outlook and SharePoint without a clear plan wastes time and leads to duplicated work and missing files. If you've wondered whether to save something in OneDrive or SharePoint, or why you can't find a file a colleague sent, this session helps.

It suits office administrators, executive assistants, HR and operations staff, team leaders, project coordinators, new Microsoft 365 users, remote and hybrid teams, educators and small business owners.

AREA COVERED

  • The Microsoft 365 ecosystem and how the apps work together
  • When to use Teams, Outlook, OneDrive, SharePoint and Planner
  • File storage: OneDrive vs SharePoint
  • Sharing files and managing permissions safely
  • Real-time collaboration in Word, Excel and PowerPoint
  • Organizing communication and reducing email overload
  • Using Planner to manage tasks and team projects
  • Common mistakes and how to avoid duplication or data loss
  • Real-world scenarios
  • Building better digital habits across your team

LEARNING OBJECTIVES

  • Explain how the Microsoft 365 apps fit together
  • Choose the right app for each task, from Teams to Planner
  • Decide when to store files in OneDrive or SharePoint
  • Share files and set permissions safely
  • Co-edit documents in real time with colleagues
  • Reduce email overload and avoid duplicated work or data loss

WHO WILL BENEFIT?

  • Office Administrators and Executive Assistants
  • HR and Operations Professionals
  • Team Leaders and Project Coordinators
  • New Hires Learning Microsoft 365
  • Remote and Hybrid Teams
  • Educators and Training Professionals
  • Small Business Owners Using Office 365
  • Anyone Struggling to Collaborate Effectively in a Digital Environment

Switching between Teams, Outlook and SharePoint without a clear plan wastes time and leads to duplicated work and missing files. If you've wondered whether to save something in OneDrive or SharePoint, or why you can't find a file a colleague sent, this session helps.

It suits office administrators, executive assistants, HR and operations staff, team leaders, project coordinators, new Microsoft 365 users, remote and hybrid teams, educators and small business owners.

  • The Microsoft 365 ecosystem and how the apps work together
  • When to use Teams, Outlook, OneDrive, SharePoint and Planner
  • File storage: OneDrive vs SharePoint
  • Sharing files and managing permissions safely
  • Real-time collaboration in Word, Excel and PowerPoint
  • Organizing communication and reducing email overload
  • Using Planner to manage tasks and team projects
  • Common mistakes and how to avoid duplication or data loss
  • Real-world scenarios
  • Building better digital habits across your team
  • Explain how the Microsoft 365 apps fit together
  • Choose the right app for each task, from Teams to Planner
  • Decide when to store files in OneDrive or SharePoint
  • Share files and set permissions safely
  • Co-edit documents in real time with colleagues
  • Reduce email overload and avoid duplicated work or data loss
  • Office Administrators and Executive Assistants
  • HR and Operations Professionals
  • Team Leaders and Project Coordinators
  • New Hires Learning Microsoft 365
  • Remote and Hybrid Teams
  • Educators and Training Professionals
  • Small Business Owners Using Office 365
  • Anyone Struggling to Collaborate Effectively in a Digital Environment
Currency:
Webinar Option
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB

Speaker Profile

ins_img Terry Winship

Terry Winship is a Microsoft Certified Trainer (MCT) with over 20 years of experience in IT management and programming. Her expertise spans a range of software tools, from Microsoft staples like Excel, PowerPoint, Word, and Outlook to modern essentials such as Canva and LinkedIn profile optimization.In the realm of training, her qualifications don't end at software. She has been accredited by Microsoft to teach the Instructional Skills Certification, a "train the trainer" program. Moreover, she has a Bachelor of Commerce and has provided training on an international scale, giving a broad understanding of diverse learning needs.Beyond technical training, she has …

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