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

Why sending attachments is bad

In general, sending attachments is inefficient and less secure. The same problems exist with a file posted in a group chat. Here are the problems:

  • Once you send an attachment, you lose control. The recipients can do whatever they want with the file.
  • When you receive the edited files back, you need to combine them into a single file – which is extra work for you (hands versus brain).
  • Scrolling each file to find changes and then copy-pasting is also error-prone as you may miss some of the changes and not copy-paste them at all. Of course, you can use the Compare (if Track Changes is off) or Combine (if Track Changes is on) function in Word on each pair of documents. If there are many contributors, even this process becomes tedious.
  • After multiple iterations with attachments, people do not know where the latest version is.
  • If you try to protect files by using passwords, you need to share the passwords with recipients of...