Microsoft 365 Fundamentals Guide

Microsoft 365 Fundamentals Guide

by Gustavo Moraes, Douglas Romão
Released May 2022
Publisher(s): Packt Publishing
ISBN: 9781801070195

Read it now on the O’Reilly learning platform with a 10-day free trial.

O’Reilly members get unlimited access to books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.

Start your free trial

Book description

Become a Microsoft 365 superuser and overcome challenges using the wide range of features offered by Microsoft 365 apps including SharePoint, Teams, Power Automate, Planner, and To-Do

Key Features

  • Enhance your productivity with this consolidated guide to using all the tools available in Microsoft 365
  • Improve your collaboration and maximize efficiency using various M365 features
  • Integrate project, task, and people management within one ecosystem

Book Description

With its extensive set of tools and features for improving productivity and collaboration, Microsoft 365 is being widely adopted by organizations worldwide. This book will help not only developers but also business people and those working with information to discover tips and tricks for making the most of the apps in the Microsoft 365 suite.

The Microsoft 365 Fundamentals Guide is a compendium of best practices and tips to leverage M365 apps for effective collaboration and productivity. You'll find all that you need to work efficiently with the apps in the Microsoft 365 family in this complete, quick-start guide that takes you through the Microsoft 365 apps that you can use for your everyday activities. You'll learn how to boost your personal productivity with Microsoft Delve, MyAnalytics, Outlook, and OneNote. To enhance your communication and collaboration with teams, this book shows you how to make the best use of Microsoft OneDrive, Whiteboard, SharePoint, and Microsoft Teams. You'll also be able to be on top of your tasks and your team's activities, automating routines, forms, and apps with Microsoft Planner, To-Do, Power Automate, Power Apps, and Microsoft Forms.

By the end of this book, you'll have understood the purpose of each Microsoft 365 app, when and how to use it, and learned tips and tricks to achieve more with M365.

What you will learn

  • Understand your Microsoft 365 apps better
  • Apply best practices to boost your personal productivity
  • Find out how to improve communications and collaboration within your teams
  • Discover how to manage tasks and automate processes
  • Get to know the features of M365 and how to implement them in your daily activities
  • Build an integrated system for clear and effective communication

Who this book is for

Whether you're new to Microsoft 365 or an existing user looking to explore its wide range of features, you'll find this book helpful. Get started using this introductory guide or use it as a handy reference to explore the features of Microsoft 365. All you need is a basic understanding of computers.

Table of contents

  1. Microsoft 365 Fundamentals Guide
  2. Contributors
  3. About the author
  4. About the reviewers
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
  6. Chapter 1: Licensing Microsoft 365
    1. What plan suits you best
    2. Microsoft 365 Personal
    3. Office Home & Business 2019
    4. Microsoft 365 Enterprise
      1. Applications included separated by category
    5. Additional subscriptions
      1. Microsoft Dynamics
      2. Power Platform
    6. Summary
  7. Chapter 2: Organizing and Finding Information with Microsoft Delve
    1. A showcase with key information for your collaboration
    2. The profile page
      1. About Me
      2. Organization
      3. Back to Work and Discovery
    3. Content cards
    4. Managing security and privacy
    5. Personalizing and tagging content to achieve more
    6. The mobile app
    7. Summary
  8. Chapter 3: Workplace and Personal Productivity with Microsoft MyAnalytics
    1. Workplace and personal productivity
    2. What is MyAnalytics?
    3. Focus – getting work done
    4. Wellbeing – disconnecting and recharging
    5. Network – sharing information
    6. Collaboration – working with others
    7. Leadership – developing your team
    8. Summary
  9. Chapter 4: Staying on Top of Emails and Calendars with Microsoft Outlook
    1. Why use keyboard shortcuts?
      1. Shortcuts for navigating in Microsoft Outlook
      2. Shortcuts for managing emails
      3. Shortcuts for creating new meetings
    2. Sharing your calendars
    3. Getting help from the Scheduling Assistant
    4. Using the Focused inbox
    5. Mentioning someone in an email
    6. Sending an email later
    7. Setting up and using Outlook mobile
    8. Listening to your emails on the go
    9. Summary
  10. Chapter 5: Taking and Sharing Notes with Microsoft OneNote
    1. OneNote structure
    2. Copying text from a picture
    3. Making and sharing lists
      1. Creating a list
    4. Embedding content, including audio
      1. Examples of what can be pasted
    5. Printing to OneNote
    6. Emailing a OneNote page
    7. Password-protected sections
    8. Summary
  11. Chapter 6: Working from Anywhere with Microsoft OneDrive
    1. Setting up local folders and syncing
    2. Freeing up space and storing files on demand
    3. File sharing settings
    4. Creating shared folders
    5. Adding an expiry time and passwords for links
    6. Using the mobile app
    7. Using OneDrive's built-in Office Lens
    8. Summary
  12. Chapter 7: Collaboration and Ideation with Microsoft Whiteboard
    1. Using templates
    2. Grouping objects
    3. Using reactions to target and prioritize
    4. Working with a whiteboard in Microsoft Teams
    5. Summary
  13. Chapter 8: Microsoft SharePoint Online (SPO)
    1. Technical requirements
    2. Using view list formatting
      1. Introduction to SharePoint list and library views
      2. What is list view formatting?
      3. How to use view formatting
    3. Using field list formatting
      1. How to use field list formatting
    4. Using standard web parts
    5. Ensuring that documents are organized
    6. Using tags for files
    7. SharePoint alerts
    8. Creating lists from Excel sheets
    9. Using calculated fields
    10. Summary
  14. Chapter 9: Working Together with Microsoft Teams
    1. Technical requirements
    2. Sending emails directly to a channel
      1. Every channel has a mailbox
    3. Using tags
    4. Syncing files to desktop
      1. What does this synchronization?
    5. Sending and formatting messages
      1. Formatting messages
      2. Code snippets
      3. Set Delivery Options
    6. Pinning a group chat
    7. Recording meetings and sharing them with colleagues
    8. Saving messages to read later
    9. Summary
  15. Chapter 10: Managing Projects and Tasks with Microsoft Planner and To-Do
    1. Understanding Agile methodologies
      1. Scrum methodology
      2. Kanban methodology
    2. Creating and customizing boards
    3. Managing files
    4. Adding and editing tasks
    5. Using conversations
    6. Grouping and filtering
    7. Copying a plan
    8. Summary
  16. Chapter 11: Doing More with Microsoft Power Automate
    1. Creating a flow
    2. Using the correct place for your flows
    3. The joker action
    4. Using variables to store and change data
    5. Segregating your flow paths and bypassing actions
    6. Using actions to organize your flows
    7. Copying and sending actions to others
    8. Viewing all your execution logs and organizing them
    9. The secret of trigger conditions
    10. Summary
  17. Chapter 12: Power Apps
    1. Technical requirements
    2. Using variables to store data
      1. Environment variables
    3. Creating custom themes
      1. Creating a page in your app to separate and configure a set of sample components
      2. Creating themes using variables
    4. Using standard templates
      1. Categories of templates that can be found
    5. Creating reusable components
      1. The anatomy of a reusable component
    6. Defining naming standards
      1. How to define a good naming standard?
    7. Adding comments
    8. Using the enhanced formula bar
    9. Avoiding connecting directly to data sources
    10. Summary
  18. Chapter 13: Getting Information with Microsoft Forms
    1. The front door for external users
    2. Using sections and segregation in your forms
    3. Field validations and form themes
    4. Saving all responses in Microsoft Excel
    5. Multiple ways to get your responses
    6. Collecting attachments for internal users
    7. Managing your forms
    8. Summary
  19. Chapter 14: Visualizing Data with Microsoft Power BI
    1. From a form to a Power BI dashboard
    2. Theming your dashboard like a professional
    3. Using a dashboard on your Teams channel or site
    4. Summary
  20. Chapter 15: QuickStart Excel, Word, and PowerPoint
    1. An introduction to Microsoft 365 apps
    2. Adding and managing comments
    3. Collaboration and blocking downloading
    4. PowerPoint – shortcuts
    5. PowerPoint – Presenter Coach
    6. PowerPoint – Design Ideas
    7. Excel – conditional formatting
    8. Excel – using Flash Fill
    9. Word – setting a proofing language
    10. Word – embedding a Word document
    11. Summary
  21. Appendix
    1. Productivity and collaboration
    2. Exploring the evolution of Microsoft 365
    3. Next steps
    4. Summary
    5. Why subscribe?
  22. Other Books You May Enjoy
    1. Packt is searching for authors like you

Product information

  • Title: Microsoft 365 Fundamentals Guide
  • Author(s): Gustavo Moraes, Douglas Romão
  • Release date: May 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781801070195