Microsoft 365 Course: Tools for Improved Productivity and Efficiency

Microsoft Office. All the office productivity tools you need.

This Microsoft 365 course will give you hands-on experience with the features of the 365 suite of apps, empowering you to improve the productivity and efficiency of your job.

As we all navigate through high quantities of emails, meetings, notes and documents, knowing how to effectively utilise the tools at your disposal is essential. Learn how to maximise your efficiency by taking advantage of the interconnected suite of applications available in your Microsoft 365 subscription.

This course will teach you how to use Outlook, OneNote, Teams, SharePoint and OneDrive to enhance efficiencies in your daily work practice. By improving your time management and streamlining your workflows, you will gain an understanding of how to use these tools together. With the integration of Microsoft’s Copilot AI, you’ll not only enhance existing content but also generate new, insightful content for your documents.

This course is for anyone who uses Microsoft 365 business applications (including MS Word, Excel, PowerPoint, Outlook and OneNote) in their day-to-day job, or those interested in using cloud collaboration software like MS Teams, SharePoint and OneDrive to manage and collaborate on documents.

Aims

This course aims to:

• help you to manage emails, tasks, appointments, meetings and notes with speed and efficiency
• provide best practices to link applications for a more productive and seamless experience
• equip you with the skills and knowledge necessary to work with document versions within a team workflow environment
• guide you with hands-on experience to design, configure and operate templates and shortcuts such as Meeting Minutes, Quicksteps, Channel Shortcuts and custom Views
• provide techniques to involve AI in your research and production.

Outcomes

By the end of this course, you should be able to:

• create, edit, manage and share OneNote notes, tasks, minutes and templates
• link OneNote notes with Word, PowerPoint, Outlook, Teams and websites
• skilfully manage and navigate a member Group, a Teams Group and a SharePoint Group, and their associated channels/folders
• create documents and spreadsheets within an automated workflow, and manage file versions
• create and manage Teams meetings, and collaborate on files simultaneously with MS Teams
• manage SharePoint and OneDrive synchronisation of files.

Content

OneNote 2016 Essentials with Efficiency

Creating and Managing Notes

• Merging and formatting notes
• Tagging and flagging notes
• Finding notes, and producing a Tag Summary

Quick Notes

• Mapping Quick Notes location
• Quick Note shortcuts
• Moving Quick Notes

Screen clipping

• Taking screenshots with OneNote
• Converting photo text to editable text

Inserting and Attaching Files

• Creating and embedding a document or spreadsheet into a page
• Attaching a file to a page

Linking Notes

• MS Word and PowerPoint linking
• MS Edge linking
• Hyperlinking internally and externally

OneNote and Outlook

• Synchronising OneNote flagged notes with Outlook Tasks
• Synchronising and sharing OneNote Minutes with Outlook meetings

Page Templates

• Creating a Template
• Using a Template
• Setting default Template

OneNote Security and Sharing

• Password protecting sections
• Sharing a Notebook

Teams and SharePoint Essentials with Efficiency

Understanding Groups, Teams and Sites

• Managing Outlook Groups and Members
• Binding a Team to a Group and managing Members
• Navigating to the Team’s SharePoint Site and Library

Channels

• Creating and managing Standard and Private channels
• Navigating SharePoint standard and private channel folder
• Creating a OneDrive shortcut to a channel or folder

Teams Channel Meetings

• Binding a meeting to a channel
• Chatting with a Loop Component
• Customising notifications
• Simultaneous editing of files within a Teams meeting
• Creating OneNote notes while in a channel meeting
• Accessing the channel Notebook

Editing and Collaborating on Files

• Simultaneous editing of files with OneDrive and SharePoint Library folders
• Requiring and using Check-In / Check-Out
• Understanding, accessing and restoring file versions
• Using both Minor and Major file versions
• Requiring and submitting drafts for approval
• Approving or rejecting drafts

Synchronising OneDrive and SharePoint with PC

• Synchronising OneDrive and OneDrive shortcuts
• Synchronising SharePoint libraries
• Understanding sync status indicators

Copilot (Free) Introduction for Productivity with MS365 Online

Summarise Pages with Copilot’s AI

• Summarise web pages and PDF’s, and link results with OneNote
• Summarise Sentiment Analysis, Keyword Prominence and Topic Clusters

Compose Drafts with Copilot’s AI

• Compose reports, email body, bulleted lists or blog posts
• Set the tone: professional, succinct, causal, funny
• Add the results to your M365 online documents, or export to file

Compare in a Table

• Compare the features, aspects, attributes, benefits, or use of products, services or concepts to other products, services or products.
• Receive the output in a table and export the results.
• Open the results in Word and link with OneNote, or import the results into Excel

Images

• Use AI Designer to generate a custom image
• Ask Copilot’s AI to interpret the contents of an image, including the ‘feeling’ that the background invokes.
• Identify and extract/summarise text from a screenshot, to use in a report or instruction manual

Intended audience

This course is suitable for:

• clerical and administration staff
• support staff
• managers
• business owners
• entrepreneurs.

Designed for anyone who uses Microsoft 365 applications (including MS Word, Excel, PowerPoint, Outlook and OneNote) in their day-to-day job, or anyone interested in improving efficiency and productivity with collaboration tools such as MS Teams, OneDrive and SharePoint would benefit from this course.

Prerequisites

This course assumes little or no knowledge of the software. However, you should have a general understanding of personal computers and the Windows operating system environment. If you do not have these skills, we recommend attending Microsoft Office with 365: Essentials before commencing this course.

Delivery modes

• Face-to-face, presenter-taught training in a computer lab
• Online training via the platform Zoom

Delivery style

Face-to-face classes

These classes run in a computer lab and you do not need to bring your own device. The facilitator will demonstrate tasks and functions and you will follow along on your computer. There will be opportunities for you to be individually creative, and one course module includes the use of a portable device such as an iPad and/or iPhone.

Online classes

You will need your own device.

Materials

Course materials are provided electronically.

Additional information

Recommended operating system: Windows or Mac

Recommended software for PC: MS Office 2016, 2019, 365, or OneNote 2016

Recommended software for Mac OS: MS Office 2016, 2019, 365

Plugins: MS OneDrive

Recommended browser: Chrome or Edge