Book Image

Efficiency Best Practices for Microsoft 365

By : Dr. Nitin Paranjape
Book Image

Efficiency Best Practices for Microsoft 365

By: Dr. Nitin Paranjape

Overview of this book

Efficiency Best Practices for Microsoft 365 covers the entire range of over 25 desktop and mobile applications on the Microsoft 365 platform. This book will provide simple, immediately usable, and authoritative guidance to help you save at least 20 minutes every day, advance in your career, and achieve business growth. You'll start by covering components and tasks such as creating and storing files and then move on to data management and data analysis. As you progress through the chapters, you'll learn how to manage, monitor, and execute your tasks efficiently, focusing on creating a master task list, linking notes to meetings, and more. The book also guides you through handling projects involving many people and external contractors/agencies; you'll explore effective email communication, meeting management, and open collaboration across the organization. You'll also learn how to automate different repetitive tasks quickly and easily, even if you’re not a programmer, transforming the way you import, clean, and analyze data. By the end of this Microsoft 365 book, you'll have gained the skills you need to improve efficiency with the help of expert tips and techniques for using M365 apps.
Table of Contents (15 chapters)
1
Section 1: Efficient Content Creation
7
Section 2: Efficient Collaboration
10
Section 3: Integration

Chapter 8: Automating Work without Programming

All the apps we have seen in earlier chapters are generic. You can bring them together to customize and extend their functionality using automation apps, which we will explore in this chapter.

So far, we have seen how to detect inefficiency and find efficient methods to execute our work. If the efficient method is repetitive and is wasting your time—without adding any business value—then you must try to automate it.

Automation is usually done by the information technology (IT) team. Now, you can do it yourself using newer tools that are simple enough to be used by non-technical users. We will explore these scenarios and tools and learn how to save precious time using automation self-service.

The easiest way to learn automation is to start with something simple—Outlook Inbox rules.

We will cover the following topics in this chapter:

  • Understanding macros
  • Understanding Inbox rules in Outlook...