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

Online service booking

Do you need to publish time slots that your customers or even company employees can book online? If yes, then explore the Bookings app. It is available in Office.com | All Apps.

Figure 6.29 – Automating bookings

Bookings is useful for scenarios such as clinics, salons, consulting practices, and parent-teacher meetings. Usually, there are a lot of iterations involved between the customer and the service provider to block a suitable time slot. Bookings can automate the entire process.

Within the organization, use Bookings for scheduling reviews, appraisals, interviews, or situations where one person needs to engage with multiple other people for 1:1 meetings.

Bookings integrates with your base calendar. You do not need to manage a separate calendar or another bookings app.

Here are the broad steps to use the Bookings app:

  1. Create a calendar.
  2. Define your service (name, days of week, time slots).
  3. Add staff...