Book description
A practical guide to working with Microsoft 365 apps such as Office, Teams, Excel, and Power BI for automating tasks and managing projects effectively
Key Features
- Learn how to save time while using M365 apps from Microsoft productivity expert Dr. Nitin Paranjape
- Discover smarter ways to work with over 20 M365 apps to enhance your efficiency
- Use Microsoft 365 tools to automate repetitive tasks without coding
Book Description
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.
What you will learn
- Understand how different MS 365 tools, such as Office desktop, Teams, Power BI, Lists, and OneDrive, can increase work efficiency
- Identify time-consuming processes and understand how to work through them more efficiently
- Create professional documents quickly with minimal effort
- Work across multiple teams, meetings, and projects without email overload
- Automate mundane, repetitive, and time-consuming manual work
- Manage work, delegation, execution, and project management
Who this book is for
If you use Microsoft 365, including MS Office 365, on a regular basis and want to learn about the features that can help improve your efficiency, this book is for you. You do not require any specialized knowledge to get started.
Table of contents
- Efficiency Best Practices for Microsoft 365
- Contributors
- About the author
- About the reviewers
- Preface
- Section 1: Efficient Content Creation
-
Chapter 1: Fortunately, You're Inefficient!
- Technical requirements
- What will you gain by reading this book?
- Evaluating your efficiency
- Inefficiency audit – how to find your own inefficiency
- Why are there 14,000+ features?
- How to learn (to find the best way)
- Discovering your needs behind solutions/features
- Moving from a vicious to a virtuous cycle
- Frequent questions answered
- Prerequisites
- Summary
-
Chapter 2: Components of Work
- How is this book organized?
-
Efficiency primer
- You are the boss
- Mouse cursor shape
- Using dialogs efficiently
- Using the taskbar
- Pinning apps to your taskbar
- Rearranging taskbar icons on demand
- Using System Tray icons
- When to use a single click versus a double-click
- Using the burger, waffle, and overflow menus
- Important keyboard shortcuts
- Creating custom toolbars
- How and when to use the Shift, Ctrl, and Alt keys
- Using Alt + Tab and Windows + Tab
- Options available in the Office Ribbon
- Using the File menu efficiently
- Pinning often used files and folders
- Getting familiar with the status bar
- Getting twenty-four clipboards
- Windows grouping
- Reading efficiently using Immersive Reader
- Using the Start menu to search
- The Everything app
- Summary
- Chapter 3: Creating Content for Effective Communication
- Chapter 4: Intelligent Data Analysis
-
Chapter 5: Managing Files Efficiently
- Why storing files on the local drive is inefficient
- Why sending attachments is bad
- OneDrive, Teams, and Stream
-
Using OneDrive on Windows 10
- Do I have OneDrive?
- The latest version of OneDrive
- Synchronizing files to the local drive
- Storing new files on OneDrive
- Saving files on the local drive plus the cloud
- Automatic backup and restore
- Who can see my OneDrive files?
- OneDrive file icons
- Editing files when offline
- Deleting files
- Files available across devices
- OneDrive capacity
- Documents and Desktop folder redirection
- Benefits of storing files on OneDrive
-
Sharing links from OneDrive
- Word, Excel, and PowerPoint sharing
- Understanding the Share dialog
- Allow editing
- Block download
- Adding email IDs
- Sending the link
- Sharing with external people
- Sharing large files – up to 250 GB
- How to stop sharing
- File Explorer, web, and mobile sharing
- Forwarded links will not work
- Share contextually with @mention in comments
- Editing together
- The latest version is always visible
- Why sending links is safer
- Non-Microsoft files
- Who edited what?
- Files shared with me
- OneDrive benefits summary
- Summary
- Section 2: Efficient Collaboration
- Chapter 6: Time and Task Management
-
Chapter 7: Efficient Teamwork and Meetings
- Managing simple teamwork
-
Managing multiple related tasks
- Problem – Email Overload
- Solution – Use Teams
- How to create a Team
- When to create a Team in Teams
- Adding Team members
- Channel the teamwork
- Working inside channels
- Pinning important channels
- Sharing an email to Teams
- Channel email ID
- Conversations versus chat
- Files in Teams
- Shared task list
- My work across projects
- Viewing tasks on mobile
- Efficient Teams meetings
- Engaging with all employees
- Summary
- Section 3: Integration
- Chapter 8: Automating Work without Programming
-
Chapter 9: Putting It All Together
- Technical requirement
- Microsoft 365 best practices
- Needs to solutions library
- Efficient execution and collaboration
-
Integration across the apps
- Embedding an app inside a Sway web page
- Creating interactive dashboards/reports from data
- Converting action points in meeting notes to tasks
- Linking notes to meetings
- Sending emails from data (Mail Merge)
- Managing my work and project-related work
- Creating an app from data
- Automating work across apps
- Creating a document from a presentation
- Creating a web page from a presentation
- Adding any app to manage teamwork
- Converting a document into a presentation
- Converting a Word document into a web page
- Updating data in a file based upon data in another file
- Summary
- Chapter 10: Maximizing Efficiency across the Organization
- Other Books You May Enjoy
Product information
- Title: Efficiency Best Practices for Microsoft 365
- Author(s):
- Release date: December 2021
- Publisher(s): Packt Publishing
- ISBN: 9781801072267
You might also like
book
Microsoft 365 Administration Inside Out, 3rd Edition
Conquer Microsoft 365 administration, from the inside out! Dive into Microsoft 365 administration and harness the …
book
Microsoft 365 For Dummies
Amp up your collaboration skills and rock the modern workplace by harnessing the power of Microsoft …
book
Microsoft 365 Compliance: A Practical Guide to Managing Risk
Use the information presented in this book to implement an end-to-end compliance program in your organization …
book
Microsoft Power BI Performance Best Practices
Supercharge performance analytics and create repeatable patterns to ensure you get the best performance and scalability …