Mirosoft 365 End-User Training Session Catalogs Essentials Course Catalog Efficiency Course Catalog Microsoft 365 Communication and Collaboration Essentials Our Microsoft Essentials catalog includes courses ranging from introductory to advanced. These hour-long training sessions help users understand the main functionality of Microsoft 365 cloud applications like Microsoft Teams, SharePoint, and OneDrive. Jump to a Section: 100 Level 200 Level 300 Level 100-Level Courses: These are introductory courses intended to help users understand the basics or a specific use case of an application. These courses are recommended for users who have little to no experience with Microsoft 365 or users who are transitioning to Microsoft 365 from another platform. Welcome to Microsoft 365 Expand This introductory course covers accessing your Microsoft 365 resources and getting familiar with some of the key applications. Objectives: Learn how to access the Office 365 Portal Locate key applications and settings within the Portal Differentiate between OneDrive and SharePoint for file storage Understand the basic functions of common Microsoft Apps (Word, Excel, PowerPoint, Outlook) Discover the key functionality of additional Microsoft Apps (OneNote, Forms, Planner/ To Do) Intro to Microsoft Teams (The Basics) Expand This introductory course covers the fundamentals to navigate the Teams app and get basic collaboration tasks up and running. Objectives: Navigate Microsoft Teams and get to know key features Set up your avatar and use your presence to communicate Understand where to find key settings in Teams Know which app to use for specific communication tasks Discover communication tricks and tips for speedy Teams usage Peer-to-Peer Communication in Teams Expand Learn how to use key communication tools in Teams, like chat and peer-to-peer calling, to take on collaboration tasks and switch conversation types from one-on-one chats to ad-hoc video conferences. Objectives: Navigate the Chat app and understand key messaging features Build group conversations by adding participants and managing chat history Keep your conversation organized with editing, saving, and deleting messages Understand file sharing implications and where shared files are stored Know how to manage permissions for a file you shared through Teams Chat Be able to upgrade a conversation with real-time audio, video, and screensharing Microsoft Teams Calling Expand In this course, learn to use the calling features found with Microsoft 365 Business Voice or Enterprise Phone System and Calling Plan licensing. Objectives: Understand call settings in Teams Learn to set up a voicemail greeting and configure voicemail settings Assign, remove, and work with delegates Learn to manage speed dial, contacts, call history, and voicemail messages Be able to make an outgoing call and understand options including holding, transferring, and parking Understand the different between Teams Audio calls and PSTN calls Microsoft Teams Meeting Basics Expand This introductory course shows fundamentals for joining, scheduling, and participating in Microsoft Teams meetings. It’s a great fit for beginners. Objectives: Know how to join and schedule Teams Meetings from Teams or Outlook Understand the differences between Channel and Private meeting types Learn how to set and change meeting options Be set up to look and sound great on camera Be able to accomplish basic participation tasks like sending a meeting chat or sharing your screen Understand basic audio-conferencing concepts (if applicable) Microsoft Teams Participation Basics Expand You’ve been added to a team, now learn how you can navigate and participate in the Team with this course. Objectives: Understand shared resources in Teams Cut through the noise by managing Teams and Channel lists and notifications Work in Channels by having conversations, sharing files, and connecting apps Understand the flow of data between Outlook and Teams Know important best practices for keeping the Posts tab organized File Sharing and Managing Files in Teams Expand Microsoft Teams integrates with OneDrive and SharePoint to manage its robust file sharing and handling features. Learn everything you need to know about how to access, edit, and share files in this course. Objectives: Understand shared resources in Microsoft Teams Navigate OneDrive and SharePoint resources from the Teams app Understand default storage patterns in Teams Collaborate on shared files or share a file with someone else Know how to investigate file versions and recent changes or prevent others from making changes Navigating OneDrive Expand With OneDrive, users can store, organize, share, and manage their documents for personal and collaborative use. This course is designed to help users understand when and how to use OneDrive. Objectives: Understand the basics around accessing and navigating OneDrive, including how to upload and create new files Learn how to save, share, and edit OneDrive files online, in Teams, and in a desktop app Be able to synch OneDrive with your computer for easy access and efficiency Learn to manage access rights, file security, and file versions of your OneDrive files SharePoint Document Library Basics Expand SharePoint is a great place for storing documents for access and collaboration across many users or departments. In this course, learn the basics of creating, storing, and managing files in a SharePoint environment. Objectives: Learn how to access and navigate SharePoint sites Understand how to upload or create new SharePoint Files Know when to choose SharePoint for storing your files Manage file versions, permissions, and security for shared files Outlook Overview Expand Outlook is a powerful application where a lot of users spend most of their time. This course introduces some basic information around customizing your inbox, along with some tips and tricks for email and calendar management. Objectives: Customize your Outlook view Navigate the basic email features Learn how to manage your inbox efficiently through folders, rules, and more Get tips to manage your calendar effectively Microsoft Edge: Make Your Browser Work for You Expand Microsoft Edge is constantly updating to make a browser that works for you! In this course, you will learn more about the tools added to Edge that are meant to help you work more efficiently. We’ll explore tips and tricks related to tabs, creating workspaces, and learn more about Microsoft’s AI features. If Edge is your default browser, this course will help you learn more about features meant to make your work easier and if you haven’t already committed to making Edge your default browser, this course might just convince you! Objectives: Learn how to customize your Microsoft Edge experience Discover how Edge can enhance your M365 experience Stay organized with tips and tricks for your tabs Explore Edge’s AI Features for more efficient work 200-Level Courses: These courses move past the basics and begin diving into more complex topics across Microsoft 365. Users will learn tips and tricks to enhance efficiency, begin streamlining processes, and learn best practices. These courses are recommended for users who have been working with Microsoft 365 for 3-6 months and are ready to take their basic knowledge of the programs to the next level. Managing Microsoft Teams Meetings Expand This course demonstrates more advanced features of Teams Meetings with a focus on running more effective meetings—large or small. Objectives: Learn how to manage participants and avoid disruptions Manage the entire meeting lifecycle by preloading content and continuing collaboration afterwards Add applications like Forms to your meeting for enhanced participation and productivity Utilize the meeting recording, notes, and chat for ongoing collaboration How to Host Teams Webinars and Live Events Expand Understand the differences between and the functionality of Webinars and Live Events on Microsoft Teams so you can host the most productive and effective meeting sessions. Objectives: Understand the differences between meetings, webinars, and live events Know which meetings type fits your session objectives best Learn how to host and run a Teams Webinar Get an in-depth understanding of how to host, manage and run a Teams Live Event Be able to understand and assign roles for Teams Live Events Managing a Team as a Team Owner Expand This course is intended for Team owners, covering effective strategies for structuring organized Teams and integrating more advanced Teams features—like apps or automation. Objectives: Know best practices for creating a Team or when a group chat would be preferrable Learn effective strategies for creating, structuring, and managing Teams and Channels Learn about owner, member, and guest capabilities Be able to set and manage member and guest permissions Connect applications to increase productivity in your Teams Build Approvals templates for your Team to streamline submissions Making Teams Your Hub for Office 365 Expand Microsoft Teams is your single pane of glass for nearly any Office 365 task you can imagine. Learn how to integrate the most common Office apps or create a personal workspace for yourself in this course. Objectives: Know how to find and use OneDrive, OneNote, and Planner in Teams Use Teams to submit Approvals or create Approvals templates Create a personal workspace to integrate email, tasks, and more into Teams Intro to Planner Expand Discover the essentials of Microsoft Planner in this course. Learn how to access Planner, utilize templates, customize layouts, and create new tasks to streamline your workflow. Perfect for users with experience in M365 who are looking to enhance their productivity and organizational skills. Objectives: Explore how templates can help you get started with Planner Learn how to create new tasks for yourself and others Customize your own planner for yourself or your team Discover how to track tasks effectively using Planner Standard Copilot: Your Free AI Assistant Expand Copilot is Microsoft’s generative AI assistant that allows you to ask questions and generate content. In this course, participants will learn how Standard Copilot works and how they can leverage it. We will provide an overview of how Copilot works, security considerations for using it, and practical scenarios for effectively leveraging it to streamline tasks and boost productivity.. Objectives: Understand standard Copilot’s functionality and capabilities Explore security considerations and best practices for using Copilot Discover how to access standard Copilot Identify practical scenarios where Copilot can streamline tasks 300-Level Courses: These courses cover more advanced topics that require an in-depth knowledge of how Teams and Office 365 interact. The objectives of our 300-level courses are to increase productivity and efficiency by using automation. These courses are recommended for users who have been working with Microsoft 365 for 6+ months and understand the communication and integration of different 365 apps. Planner in Practice: Examples for Effective Task Management Expand In this course, we explore various pre-created planners designed for personal task management, project management, and team or departmental tasks. Participants will discover how different setups, layouts, and views can be tailored to their specific task management needs. Prior experience with Microsoft Planner or completion of our “Intro to Planner” course is recommended. Objectives: Understand how to use Planner for personal and group task management Learn how to tailor Planner to meet specific task management needs Explore strategies for effectively tracking and managing tasks using various planner configurations Discover how to leverage Planner's features to improve productivity and streamline workflows Intro to Power Automate Expand Microsoft Power Automate streamlines repetitive tasks and processes, making your workflows more efficient. In this course, you'll learn the basics of Power Automate, from finding and utilizing templates to building your own custom flows. We'll guide you through the process of automating tasks, enhancing productivity, and integrating Power Automate with other Microsoft applications. Objectives: Learn about triggers and actions, the main components of a flow Understand the types of flows available in Power Automate Access Power Automate inside of and outside of Teams Use templates to create various flows Build a flow from scratch Microsoft 365 Efficiency Course Catalog Our Efficiency Courses target users who are already working with Microsoft applications. These sessions offer tips and tricks for using specific apps, provide support around common user issues and pain points, and spark new ideas for increased productivity. These courses are shorter than our traditional training courses, running only 30 minutes, making them easier for users to fit into busy work schedules. Jump to a Section: Teams Collaboration Teams Meetings Loop Outlook File Storage Office365 Tools Other Teams Collaboration Courses: These courses focus on creating and navigating more productive spaces in Microsoft Teams. They help users understand how to take advantage of tools, apps, and hidden Teams functionality to make the most of their Teams experience. Crafting Your Personal Workspace Expand Is your desk covered in post-it notes and lose papers with important to do items? Are you leaving multiple tabs open in your browser, so you don’t lose access to important information? Crafting a personal workspace gives you a digital space to host notes, save links, draft emails and more! In this course, users will be introduced to the concept of a Personal Workspace—a private Microsoft Team dedicated to keeping track of tasks and work. In this course, we will explore what a personal workspace can be used for and provide tips and tricks that help users keep all their commonly accessed files, work, links, shared documents and more in one space. Learning how to utilize a personal workspace can help minimize clicks, organize workloads and therefore, increase productivity. Upgrade Your Chat Experience Expand While Teams and Channels offer a ton of opportunities for collaboration, many users rely on Teams Chat to communicate with their colleagues. Creating new Teams and Channels can impact your organization’s Office 365 environment. If users are creating Teams or Channels for every small project they’ll need, you may end up with a messy SharePoint environment that includes too many unused sites and document libraries. In this course, we’ll show users some tips and tricks on how to optimize the chat experience by adding apps like a OneNote notebook for collaborative notes, reminder apps to manage small tasks, and even a trick to add the Tasks by Planner and To-do app to their chats, creating a smaller space for collaborative work with minimal impact to the organization of your overall Office 365 environment. What's Relevant to Me on Teams? Expand Notification fatigue is real. When users get too many notifications, especially ones that are not relevant to their daily work, they become tempted to shut off or ignore notifications. In this course, we’ll help users reorganize their Teams space, customize notifications so they’re focused on relevant information, and provide tips on how to notify their colleagues of important communication using @mentions and tags. Using Teams for Project and Task Management Expand Is your organization struggling to keep track of tasks and due dates? Are your users wanting a way to plan, communicate and disseminate information in a streamlined way? With Microsoft Teams, you might not have to purchase outside project management tools like Asana or Monday.com. In this course, we’ll review optimal Teams and Channel setup to help users organize their collaborative work and we’ll explore how to add and work with project and task management tools like Planner to help your users streamline and organize their work. Collaborate on Teams Expand Microsoft Teams can act as your hub for all your communication and collaboration needs. But it’s easy to fall back into the old habits of simply sending attachments through Outlook or sending shared links in the chat. In this course, we’ll review how to collaborate in Teams through the chat and channels. We’ll explore how to use custom tags to enhance collaboration, what it means to collaborate with external users or guests of your Teams space, and how to use Microsoft’s new Loop Components in Teams and Outlook to collaborate in real time! Teams Meetings Courses: These courses focus on tools, tips, and tricks that can facilitate more effective Teams meetings. These courses will help users host meetings that fit many diverse meeting needs, from small-group team building to one-to-many-style presentations. Restructure your Teams Meetings with Meeting Options Expand By default, Teams Meetings are collaborative spaces where everyone can share screens, voice ideas, and work together. Teams offers webinars and Live Events for a more “one-to-many” style meeting, but why learn an entirely new meeting set up, when you can just manipulate the meeting options to meet your needs? In this course, users will see a breakdown of all the different meeting options available to them and understand how changing certain meeting options can change the style of your meeting, taking it from a collaborative space to a training workshop, a companywide meeting with selected speakers, or any other one-to-many style meeting you might want to host! Host Better Meetings Expand Teams Meetings are often a large part of many users’ workdays. Why not work toward making this time more engaging for everyone? In this course, we’ll review Microsoft tools that can help anyone become a better speaker and a better presenter. We’ll show some add on features to Teams Meetings that can help increase engagement and wrap up the course with some ideas on how to build community in a virtual world. Transcribe Your Meetings Expand Is transcription already enabled in your Teams Admin Center? Is transcribing meetings something your users would benefit from? In this course, we’ll explore how meeting transcription works and how to access the transcript. Users will walk away with new ideas and tips on how meeting transcription can support them with providing better post-meeting notes, action items, and finding and sharing necessary information from meetings. Microsoft Loop Courses: These courses focus on using Microsoft Loop for collaboration and task management. Start by introducing your users to this powerful tool and in our follow-up courses, they’ll learn how it can help them communicate, collaborate, and manage tasks and projects with ease. Meet Microsoft Loop Expand Have you ever wanted a collaboration tool that spans across Teams, Outlook, and other Microsoft 365 applications? Meet Microsoft Loop. Discover how Loop components can transform communication and collaboration. In this course, attendees will be introduced to Microsoft Loop and understand how to use portable Loop components for streamlined teamwork across Microsoft 365. Loop Across Microsoft Teams Expand Loop components can be used across Microsoft Teams to stay connected. In this course, we will explore a variety of use cases for Loop components in chats and channels to enhance team collaboration and productivity. Learn how to use Loop components for personal and collaborative task management, to streamline decision making, and to improve team communication. Attendees will feel equipped to leverage Loop to make Teams their ultimate hub for communication and collaboration. Introduction to Loop Workspaces Expand Loop Workspaces are a dynamic tool that can be used to improve team collaboration and organization. In this course, you will learn what Loop Workspaces are, how they function, and discover how to create them. We will demonstrate how to use Loop’s templates and how to build and customize a workspace from scratch. Whether attendees are looking to streamline project management or foster creative barnstorming sessions, they will understand how to leverage Loop Workspaces to fit their unique needs. Loop in Practice: Examples of Personal and Collaborative Workspaces Expand Loop Workspaces are a highly customizable and collaborative space but looking at the blank page might seem intimidating. This course dives into the practical applications of Loop Workspaces where we will explore examples of personal and collaborative workspaces. In this course, attendees see how Loop Workspaces can be tailored to meet their individual and team needs, so they leave empowered to design unique workspaces to foster productivity and collaboration. Outlook Courses: These courses focus on using the Outlook desktop app. They include actionable tips and tricks users can implement immediately to take control of their inbox and calendar. Save Time in Outlook Expand It’s easy for our inboxes to get out of control—and when they do, it’s common for users to miss important emails, invites, and other updates. In this course, we’ll provide some tips and tricks to stay organized in Outlook. We’ll explore folders, rules, quick steps, and more to help users navigate incoming emails. Users can take control of outgoing messages through learning about Quick Parts, tasks, templates, and @mentions. Many users spend a lot of time in their inboxes and with these quick tips, they’ll walk away with the ability to control their email, rather than letting it control their workday. Schedule Meetings in Outlook with Ease Expand Calendars can fill up quickly, making it difficult to find a good time to meet with colleagues when you need to check in. In this course, we’ll explore calendar sharing, sending calendar availability, scheduling views, using “Find Time” and more tips and tricks to help users learn how to schedule large and small group meetings in Outlook. Users will walk away with tips and tricks that will eliminate constant back and forth emails around meeting time availability and be able to meet with internal and external users with ease! File Storage Courses: These courses focus on helping users better understand file storage and access patterns and reducing the time users spend searching for files. They include tips for keeping documents organized and easy to access. File Access Efficiency Expand When files are stored and shared in a variety of different ways, it’s easy for users to get bogged down in the process of finding the documents they need. In this course, users will learn the differences between OneDrive and SharePoint. We will explore storage patterns, accessing files, and sharing file capabilities. Users will walk away with an understanding of how to sync OneDrive files and SharePoint document libraries, making accessing, sending, and sharing files easier for all users. Understanding file storage patterns and how to control your syncing settings will help users access files with ease and make sending attachments from SharePoint or OneDrive much easier! OneDrive in the Browser Expand It’s not always an easy feat locating personal and shared files when using cloud storage. But luckily, Microsoft has recently added increased functionality to OneDrive in the Browser to help solve some of these issues. This course will show users how to access their own OneDrive files with ease from the browser and even on Teams. We’ll also introduce some new features that allow users to easily access files stored in Teams or SharePoint from OneDrive in the Browser. After this course, users will have a better understanding of how to get to all the files they need from one place! Office 365 Tools Course: These courses teach users about some commonly used tools in the Office 365 suite. These courses will help your users take advantage of the additional programs they have access to! PowerPoint: How to Design and Present Slideshows Effectively Expand Information can be easier to digest when it’s presented in an effective manner. Creating attractive, streamlined slideshows can be a daunting task for many users. In this introductory course, we’ll explore simple options like the design ideas, align tool, stock image library, and shape formatting to help users gain confidence in their slide design skills. Then, we’ll explore three different ways to share PowerPoint slideshows in Microsoft Teams, highlighting the benefits, limitations, and sample use cases for each sharing set up. Using OneNote for Personal and Collaborative Notes Expand There are countless ways to take notes using different Microsoft Apps. With all these different methods, it can be hard for users to consistently reference their notes or to share notes with others effectively. Microsoft’s OneNote offers users the ability to take their own personal notes, that not only include text-based notes, but images, links, videos and more. Not only can OneNote provide a space for individuals to capture their ideas, but with shared OneNote notebooks that can be integrated into Teams, users can keep collaborative notebooks to share their ideas with their colleagues and keep meeting notes and ideas all in one space. In this course, we’ll introduce users to OneNote, learn about how it integrates with Teams, and how to effectively use OneNote for personal and collaborative notetaking. Microsoft Forms: Polls & Surveys Expand Data collection is incredibly valuable for any organization. Whether you need to collect data on a recent training, get feedback on a new initiative, or find a good time for your next company outing, Microsoft Forms allows you to create quick and easy polls and surveys. In this course, we’ll explore the different question types, how to create branching within a form, sharing forms, collecting and sharing data and even how to use Microsoft Forms to create polls within a Teams Meeting. Creating a Personal Bookings Page Expand Tired of sending emails back and forth to try and find the perfect meeting time? Unlock the power of Microsoft Bookings to streamline scheduling meetings! In this course, you will learn how to create, customize, and manage your own Microsoft Bookings page. Whatever your scheduling needs are, creating a personal bookings page will equip you with the skills to efficiently handle appointments and bookings. Other Courses: We also offer additional courses that might not fall under a specific category that include general tips to help users throughout their workday. These courses aim to support users outside of specific tools. Navigate Accessibility Features Expand Microsoft offers many accessibility features that create more access to technology for a variety of different users. In this course, we’ll explore some accessibility features that can help users navigate their workspaces with ease, and even learn some tips and tricks that might make them work more efficiently. From using live captions to working with “read aloud” options, users will walk away from this training with new ideas of how to work smarter, not harder. Security 101 for End Users Expand Users are often asked to reset passwords, create stronger passwords, or set up MFA for their work accounts. But how many of your users are just changing their password from “Password123” to “Password1234” when prompted? Many users follow the motions, but do they really understand the why behind this? In this course, we’ll explore the importance of cyber security, the dangers of phishing attacks, and share some quick and approachable tips for users to help them keep their accounts, and your business, safe!