Book Image

Microsoft 365 Fundamentals Guide

By : Gustavo Moraes, Douglas Romao
Book Image

Microsoft 365 Fundamentals Guide

By: Gustavo Moraes, Douglas Romao

Overview of this book

With its extensive set of tools and features for improving productivity and collaboration, Microsoft 365 is being widely adopted by organizations worldwide. This book will help not only developers but also business people and those working with information to discover tips and tricks for making the most of the apps in the Microsoft 365 suite. The Microsoft 365 Fundamentals Guide is a compendium of best practices and tips to leverage M365 apps for effective collaboration and productivity. You'll find all that you need to work efficiently with the apps in the Microsoft 365 family in this complete, quick-start guide that takes you through the Microsoft 365 apps that you can use for your everyday activities. You'll learn how to boost your personal productivity with Microsoft Delve, MyAnalytics, Outlook, and OneNote. To enhance your communication and collaboration with teams, this book shows you how to make the best use of Microsoft OneDrive, Whiteboard, SharePoint, and Microsoft Teams. You'll also be able to be on top of your tasks and your team's activities, automating routines, forms, and apps with Microsoft Planner, To-Do, Power Automate, Power Apps, and Microsoft Forms. By the end of this book, you'll have understood the purpose of each Microsoft 365 app, when and how to use it, and learned tips and tricks to achieve more with M365.
Table of Contents (18 chapters)

What this book covers

Chapter 1, Licensing Microsoft 365, focuses on understanding the subscription plans offered by Microsoft and helping you choose the right plan. It will help you understand the add-ons offered by Microsoft 365. You will also see some of the licensing models that are available in Microsoft 365.

Chapter 2, Organizing and Finding Information with Microsoft Delve, teaches you how to use Microsoft Delve to manage your profile. Microsoft Delve enables you to navigate, discover, and search for information and people across Microsoft 365. You will also learn how to discover, track, and organize information in new ways so that it is easier for you to find what is important to your daily work within Microsoft 365.

Chapter 3, Workplace and Personal Productivity with Microsoft MyAnalytics, explores how to effectively reap the maximum benefits of My Analytics, which shows you how you're spending your work time – everything from how much time you're spending on email to who you collaborate with the most to your meeting habits. We'll look at the MyAnalytics dashboard, which gives you valuable new insights into how to increase focus, achieve work-life balance, and improve your work relationships and team collaboration.

Chapter 4, Staying on Top of Emails and Calendars with Microsoft Outlook, examines the most relevant tips and tricks to stay connected and productive with Microsoft Outlook, which is one of the most widely used apps, helping you in organizing your emails, managing and sharing calendars, working with files, and more.

Chapter 5, Taking and Sharing Notes with Microsoft OneNote, demonstrates that Microsoft OneNote is capable of much more than note-taking and information gathering. It is a powerful collaboration tool that enables you to capture, create, and share various types of content with your team. You will learn how to organize, sort, and tag content, draw and mix media, and use the web clipper.

Chapter 6, Collaboration and Ideation with Microsoft Whiteboard, will explore Microsoft OneDrive, an internet-based storage platform that enables you to access your files from any device. In this chapter, you will learn some of the most useful tips and tricks to effectively manage storage and collaborate using OneDrive, sharing files and folders with specific people to work and collaborate with you. You will also learn about syncing your files, co-authoring, and version control. 

Chapter 7, Collaboration and Ideation with Microsoft Whiteboard, demonstrates how to use Microsoft Whiteboard effectively.

Chapter 8, Microsoft SharePoint Online (SPO), looks at the best tips and tricks of Microsoft SharePoint for use in your daily workload. SharePoint gives companies the ability to control access to information and automate workflow processes across business units. You can use it to create websites and as a secure place to store, organize, and share content from any device.

Chapter 9, Working Together with Microsoft Teams, focuses on Microsoft Teams, which is a platform for unified communication in modern workplaces. It not only enables effective communication but also helps you manage your resources through its integration with various Microsoft Office 365 services. You will learn how to use Teams effectively, how to become more productive with shortcuts, how to add applications, and more.

Chapter 10, Managing Projects and Tasks with Microsoft Planner and To-Do, explores Microsoft Planner, an easy-to-use and extremely visual way to organize teamwork. Planner makes it easy for teams to create new plans, organize and assign tasks, share files, chat about their work, and get updates on progress. To help you embrace more of Planner's capabilities, we're sharing several best practices that we've collected over the years.

Chapter 11, Doing More with Microsoft Power Automate, examines Power Automate, a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. In this chapter, you will learn how to automate business processes, send automatic reminders, move business data between systems on a schedule, connect data sources and publicly available APIs, and more.

Chapter 12, Power Apps, focuses on Power Apps, a suite of apps, services, connectors, and data platforms that enables citizen developers to leverage digital transformation. Microsoft Power Apps provides a rapid application development environment to build mobile apps. 

Chapter 13, Getting Information with Microsoft Forms, explores Microsoft Forms, which enables you to create surveys, quizzes, and polls, invite other people to respond, and see real-time results as they are submitted. You can access Microsoft Forms from any device. You will learn how to create and save forms, use built-in analytics, evaluate responses, and export results to Excel as needed.

Chapter 14, Visualizing Data with Microsoft Power BI, teaches you how to use Microsoft Power BI. Business intelligence is in high demand as organizations become more data-driven, and Microsoft Power BI when connected with Microsoft 365 can achieve and deliver more than a Power dashboard.

Chapter 15, QuickStart Excel, Word, and PowerPoint, teaches you how to leverage artificial intelligence in Word, Excel, and PowerPoint Online, which are widely known and used. However, few people explore their full capabilities. You will learn

shortcuts and productivity hacks so that you can use Office apps to collaborate more effectively.

Appendix, the last chapter, will provide a recap of the productivity and collaboration methods. We will also provide guidance on how to continue your journey with Microsoft 365.