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

Managing contacts (people)

Unlike tasks (Chapter 6, Time and Task Management), all contacts cannot be listed in one place. Your contacts will include people from your organization, your contacts, your phone address book, personal friends and family, and contacts from earlier organizations/businesses. Logically, we need at least three places to store all these contacts.

Figure 6.23 – Your contacts

Outlook profile cards

Outlook shows the organizational structure and related actions for each contact. Right-click on any contact or email ID in an email to see the Outlook profile card.

Figure 6.24 – Contact card in Outlook – with LinkedIn integration

Notice the LinkedIn icon. The first time you click on that icon, you will need to connect Outlook with your LinkedIn account. Once this is done, the LinkedIn profile information of your contacts will appear in the Outlook profile cards.

A list of all employees, delivery...