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Page 1: Department of the Interior Email & Collaboration · 1 day ago · Office 365 App Launcher • The Office 365 App Launcher opens when you left click the app launcher, or “Waffle”,

© 2019 Planet Technologies.

Department of the Interior

Email & Collaboration

Office 365 Introduction Training

Current 6.5.2020

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© 2019 Planet Technologies.

Training Agenda

Office 365 Overview

• Ways to Log in

• App Launcher

• Evolve365

• Notifications

• Navigation Bars

• Google to Microsoft

• Most Used Apps

Outlook

• Outlook Mail Basics

• Outlook Mail Dashboard

Meetings

• Outlook Calendar

• Microsoft Team Meeting

• Meet Now in Teams

Collaboration

• OneDrive

• Sharing from OneDrive

• Teams

• SharePoint

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Office 365

Overview

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© 2019 Planet Technologies.

Opening “portal.office.com” w/ Chrome & Edge

1. Access the “O365” using Chrome icon on your Desktop

2. Insert ‘portal.office.com’ in the address bar.

3. After it redirects, use [email protected] as your email address.

4. Click on Sign On with PIV Card; Use Pin Number for Portal Access.

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© 2019 Planet Technologies.

Logging in to Office 365 – with Password

1. Access the portal from Chrome or Edge https://portal.office.com

2. Enter your DOI email address ([email protected])

3. Sign In with PIV Card, Select Certificate & PIN to access the portal.

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© 2019 Planet Technologies.

Logging in to Office 365 – with PIV Card

1. Access the portal from Google Chrome or Microsoft Edge at: https://portal.office.com

2. Enter your DOI email address ([email protected])

3. On the Sign in screen, select Sign in with PIV Card

6

You do not need to

be on VPN to access

Office 365!

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© 2019 Planet Technologies.

Logging in to Office 365 – with PIV Card (cont…)

7

4. When prompted to Select a certificate, select the first then second certificate.

5. Enter your pin.

6. You should now be logged in to Office 365.

VPN is not required to access Office 365.

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© 2019 Planet Technologies.

Office 365 App Launcher

• The Office 365 App Launcher opens when you left click the app launcher, or “Waffle”, icon from the Office 365 Portal.

• It's a menu of Office 365 web apps and services for which you are licensed.

• The app launcher makes opening and switching between your apps easy by highlighting your most used Office 365 apps and providing quick access to your recent online Office documents from anywhere in Office 365.

• Also available on your DOI Office Portal is access to all the Evolve365 On-Demand, 24/7 training

• This includes narrated, short demo videos with step-by-step demonstrations of your licenses applications

• The Trainers will put the link in the meeting chathttps://doi.o365support.com/home

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© 2019 Planet Technologies.

Office 365 Notification Settings

• Office 365 provides notifications for email

and calendar events from the browser,

much like the Outlook desktop client

• These notification can be seen by

selecting on the bell icon in the Office 365

menu bar

• Notifications can be configured to limit

pop-ups and/or notification sounds

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© 2019 Planet Technologies.

Navigation bars in Office 365

Each application has a navigation bar on top with some subtle differences.

The App Launcher is always available in the left corner to allow you to open

other apps. When a different app is selected, it will replace the current app.

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Only Teams shows your “Status” with the colored circled on your profile icon.

Status is dictated by your O365 Calendar, but it can also be set manually.

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© 2019 Planet Technologies.

Google to Microsoft Matchup

Google Microsoft

Email & Calendar Outlook

100GB Storage

Contacts People

Drive OneDrive for Business

Unlimited Storage

Sites SharePoint

Google Microsoft

Chat, Hangouts, Skype Teams

Docs Word

Sheets Excel

Slides PowerPoint

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Office 365 Most Used Apps

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Questions?

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Mail

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© 2019 Planet Technologies.

Outlook Mail

Outlook Online Dashboard

• Set your Inbox Favorites, view Folders and your O365 Groups

• Settings gear to answer questions and personalize Outlook

• Access your O365 Account Calendar, your personal Contacts, and

your personal Outlook Tasks

• Awareness of your next meeting in your O365 Account Calendar

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© 2019 Planet Technologies.

Outlook Dashboard

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Questions?

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Meetings

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© 2019 Planet Technologies.

Calendar Basics

Outlook Calendar

• View your schedule

• Choose day, week, or

month

• Quickly get back to

today with the “today

button)

• Create an Invite

• Use the Scheduling Assistant

• Create a reoccurring meeting

• Sharing your calendar

is easier to achieve in

Outlook Online

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Meetings in Teams

Microsoft Teams

Meetings

• Audio, Video, and Sharing

capabilities

• Scheduling Assistant

• Reoccurring Meetings

• Meetings in Channels

• ‘Meet Now’ option also available

NOTE: DOI Teams is currently piloting

Teams phone number dial-in option

conference line option as of 5.29.20

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New Team Meeting in Teams

Meetings can be scheduled as one time meetings or as recurring meetings

Check the ‘Repeat’ box to expand the form to select meeting frequency.

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Create Team Meeting in both Outlooks

Teams meetings can also be scheduled through both Outlook Client and

Outlook online. Think of the Calendar as a resource in your O365 account.

Outlook Client Invite

Select Calendar > Select New Teams Meeting in ribbon which creates event

Outlook Online Invite

Select Calendar > New Event > Add online

meeting dropdown > Teams meeting

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Questions?

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Collaboration

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© 2019 Planet Technologies.

Collaboration Overview

App Best For External Collaboration?

SharePoint Collaboration

& Process YES

External Collaboration*

*requires request for external collab

Teams Collaboration & Chat YES

External Collaboration**

Chat, Meetings, & Collaboration

**external access and file collaboration

available now

OneDrive for Business

Individual Files

& Limited Sharing

NO

External Sharing

With all three apps,

your files are stored

in the cloud, but you

can sync files to your

computer.

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© 2019 Planet Technologies.

Collaboration: OneDrive for Business

What is it?

OneDrive for Business: OneDrive for Business is a place where

you can store files from your computer into the cloud, and access

them from any device, or share them with others.

When should I use it?

• Don’t plan to share them – Documents you place in OneDrive

for Business are private until you share them

• You plan to share files individually and with a limited scope or

lifecycle

• You can’t identify an existing team site where your document

belongs, and you don’t think the purpose of the document

warrants creating a new one

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© 2019 Planet Technologies.

Documents: OneDrive

OneDrive for Business

• Create new documents or upload existing ones

• Sync OneDrive for Business to your computer

• Access to OneDrive library from File Explorer

• Once synced, OneDrive online and OneDrive on your

computer will mirror one another

• Share Content

• Share right from the App

• Get a Sharing link

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Only share from OneDrive with a couple of people, if

you need to share with more than a few people, store it in SharePoint or

Teams

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© 2019 Planet Technologies.

Sharing DocumentsMultiple Office 365 applications use the Share function. Sharing a document allows others to view the document and gives them permission to edit in the same document.

1. To share a document, select Share in the application that you are working in. The Share button is typically displayed in the top right corner, above the ribbon, as shown below.

2. Save your document in OneDrive for Business, if it if not already there.

3. Enter email addresses of the people you want to share with, and make choices for permission you want to allow.

4. The people you're sharing with will get mail from you, with a link to your document.

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Sharing Documents (continued 2)

You can control who can view or edit the document, and work together in

real time by setting permissions.

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Questions?

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© 2019 Planet Technologies.

Collaboration: Microsoft Teams

What is it?

Microsoft Teams: Microsoft Teams is a chat-based workspace. In

addition to being a place to have conversations via persistent chat

and meetings, Teams is a hub for teamwork where users can

interface with other Office 365 apps, such as SharePoint Online,

Planner, OneNote, and Office applications.

When should I use it?

• When using Teams, you should have multiple collaboration

needs, such as chat, document management, and task tracking

• You should use Teams when you're interested in having a single

interface that connects collaboration tools

• When you want to separate workstreams within a Team

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© 2019 Planet Technologies.

Chat: Microsoft Teams

• Chats in Teams Channels are persistent chats

• Anyone added to a Teams site can view all Channel

Conversations

• Chats in private chats

• When you add someone to a private chat already in

progress, you have the option to show them all chat

history

• There is no off the record chat option in Teams

• All chats are considered on the record

• Chat with external parties is currently allowed, but you

cannot collaborate with them (chat only)

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© 2019 Planet Technologies.

Documents: Microsoft Teams

• Create a workspace for your team and let

anybody join, or keep it private

• All Team documents are stored in

Channels

• Channels help separate workstreams

• Docs in Teams are stored in

SharePoint Online in document

libraries

• Files uploaded in conversations are

automatically saved in the channel

library

• Work on documents right in the app

• Add Tabs with Connectors (Word,

Excel, PPT, and others)

• Files Tab

• Access OneDrive for Business and

Teams files

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Posts

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Questions?

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© 2019 Planet Technologies.

Collaboration: SharePoint Online

What is it?

SharePoint Online: A SharePoint Online team site is a

place that users can collaborate on files, documents, and

ideas. It is set up to facilitate two-way communication

between team members.

When should I use it?

• You want team members to recognize the document as

being relevant to an ongoing project

• You want to spread ownership and permissions across a

wider collection of people

• You want permissions to be granted on a site basis,

instead of on individual documents

• Other project-related documents are already saved to

the team site library, and others expect to find it there

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© 2019 Planet Technologies.

Documents: SharePoint

SharePoint Online is replacing Google Sites

• Documents in SharePoint are stored in document libraries

• Easily upload, create and share documents

• Sync SharePoint libraries to your computer

• Set alerts for both libraries and individual documents

• Search the library for documents

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Questions?

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Additional Training

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© 2019 Planet Technologies.

Evolve 365 Online Training

Self-paced online training

End User video with script

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Evolve 365 Jumpstart Guides

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© 2019 Planet Technologies.

Training Options – Newly Added

41

Office 365

Introduction

Teams & Collaboration

Introduction

SharePoint Online

Introduction

SharePoint Online

Site Admin

• 1 hour

• Overview of Office 365

including customizing

Outlook view, plus

collaboration options

including OneDrive for

Business, Teams, and

SharePoint Online

• 1 hour

• Overview of

collaboration options

with a focus on Teams

to include chat,

scheduling, file

sharing, and best

practices

• 1 hour

• Overview of

SharePoint Online

including how to

locate, follow,

navigate, and

collaborate on a

SharePoint site

• 2 hours

• Site Admin focus

including site

hierarchy, adding apps,

managing permissions,

and best practices

• Virtual Sessions &

Onsite Sessions in DC

and Denver

• Virtual Sessions &

Onsite Sessions in DC

and Denver

• Virtual Sessions &

Onsite Sessions in DC

and Denver

• Virtual Sessions &

Onsite Sessions in DC

and Denver

Training Sign Up is now through DOI TalentTIP: Search for “Training 365” to find all courses

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Training Options – In Development

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Training Sign Up is now through DOI TalentTIP: Search for “Training 365” to find all courses

Office 365 Teams SharePoint Office Applications TechnicalOffice 365

ComponentsAdditional

Office 365 BasicsTeams

Introduction

SharePoint Online

(SPO) Introduction

Office Applications –

Word

Support Staff

Full DayPlanner

Windows 10 Tips

& Tricks

Office 365

IntroductionTeams Live Events

SharePoint Online

(SPO) Site Owner

Office Applications –

PowerPoint

Power Apps

Introduction

Stream

Introduction

Office 365 - White

Glove

Office 365

Collaboration

Teams Owners

Management

SPO Governance &

Best Practices

Office Applications –

Excel

Power Automate

IntroductionDelve Open Office Hours

Office 365 Best

Practices

SharePoint Online

(SPO) 101

Full Day

Office Applications -

OneNote

Power BI

Introduction

Forms

IntroductionConsults

Office 365 Mobile

AppsSPO Lists & Libraries

Office Applications –

Outlook

PowerShell

IntroductionForms Advanced

SPO Calendar

Overlays

Office Applications –

Outlook – Calendars

Exchange Online

(EXO) Introduction

SPO WorkflowsOffice Applications –

Outlook - Meetings

Office 365 Admin

Console

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Where do I get Help?

• Your local help desk

• Transition Team

• Visit: https://doimspp.sharepoint.com/sites/BisonConnect/SitePages/Support.aspx#help-desk-support

• SPO (SharePoint Online) Site Questions?

• Contact the Site Owner

• Evolve 365 - Offers thousands of easily searchable videos and content with screenshots and allows

you to learn at your own speed, available 24/7

• Visit: https://doi.o365support.com/login

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Questions?

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Questions?

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Microsoft Teams

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© 2019 Planet Technologies.

Collaboration Overview

App Best For External Collaboration?

SharePoint Collaboration

& Process YES

External Collaboration*

*requires request for external collab

Teams Collaboration & Chat YES

External Collaboration**

Chat, Meetings, & Collaboration

**external access and file collaboration

available now

OneDrive for Business

Individual Files

& Limited Sharing

NO

External Sharing

With all three apps,

your files are stored

in the cloud, but you

can sync files to your

computer.

47

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Teams Portal

Navigation Menu

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Chats

Chats

• You can start audio/video meetings from a Chat

• Connect with individuals in the Chat tab

• Attach files, use emojis and GIF’s or “like” a conversation (‘post’)

• Use @ mentions

49

All Chats are considered

on the record in Teams

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Chat: Microsoft Teams

• Chats in Teams Channels are persistent chats

• Anyone added to a Teams site can view all

Channel Conversations

• Chats in private chats

• When you add someone to a private chat already

in progress, you have the option to show them all

chat history

• There is no off the record chat option in Teams

• All chats are considered on the record

• Chat with external parties is currently allowed, but

you cannot collaborate with them (chat only)

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Things to Know About Chat

1. Chats can be one-on-one or in a group.

2. One-on-one and group chats the same way:

Select New chat at the top of Teams.

3. Select Format to see all your formatting

options.

4. Chat happens in channels, too. (When you go to any channel in Teams, the

very first tab is Conversations. Think of this as one big group chat.

Everyone who has access to the channel can see messages on the

Conversations tab.)

5. There are a few ways to search for and find messages.

6. Hide or mute chats to keep them out of your way.

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One-on One Chat

1. Enter the person’s name, compose your

message in the box at the bottom of the chat.

2. To open your formatting options, select

Format Expand button beneath the box

where you type your message.

3. When you're ready, select Send. This starts

the chat.

4. Add people to the chat.

Once the chat has begun (whether group or one-

on-one), just select it in the chat list to dip back

into it and send more messages.

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Group Chat

1. Start and name a group chat

2. Select New chat at the top of Teams. Select the down arrow to the far right of the To

field and type a name for the chat in the Group name field. Then, type the names of

the people you’d like to add in the To field. This starts a new conversation.

3. Everyone who has access to the group chat can send messages.

4. You can include up to 100 people in a group chat.

To add people to the conversation, select Add people to team button in the top right corner

of Teams. Type the names of the people you'd like to chat with, select how much of the chat

history to include, and select Add.

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Questions?

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OneDrive for

Business

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OneDrive for Business – What is It?

App When Do You Use It?

OneDrive for

Business

OneDrive for Business (OD4B) is a place where you can store files from your computer into the cloud, and access them from any device, or share them with others. As part of Office 365, OneDrive for Business lets you update and share your files from anywhere and work on Office documents with others at the same time.

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Upload Files and Folders

You can upload your files and folders in various ways

1. Select Upload > Files or

Upload > Folder.

2. Select the files or folder

you want to upload.

3. Select Open or Select

Folder.

To save and open files in your

Office apps:

1. Select File > Save As >

OneDrive - [org name] to save

a work file to OneDrive.

2. Select File > Open and then

select OneDrive, to open a file

saved to OneDrive.

You can also upload files by opening File Explorer, selecting the files

you want to upload, and dragging them to OneDrive for Business.

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Share Files and Folders

You can use OneDrive to share Microsoft Office documents, other files, and entire folders with people. The files and folders you store in OneDrive are private until you decide to share them.

You can see who a OneDrive file is shared with or stop sharing at any time.

1. Select the file or folder to be shared > select Share.

2. Enter name or email address of the person you are sharing the document

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Share Files and Folders (continued 2)

3. Select the down arrow to choose permissions for the link you will be sharing. Options include:

• Anyone (if your organization allows it)

• People in your organization• Specific people

4. Select Apply to save the permissions.

5. Enter the name or email address of people you want to share with.

6. Type a message.

7. Select Send.

8. Or, you can select Copy Link and send the link in an email or add it to a file.

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Sharing Documents (continued 3)

You can control who can view or edit the document, and work together in

real time by setting permissions.

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Sharing Files and Folders

Files and Folders on OneDrive can be shared through:

From OneDrive OneDrive link

Attach a copy

From File

Explorer

OneDrive link

Attach a copy of file from OneDrive

From O365 Docs OneDrive link

From Email

(Attachment)

Send a OneDrive Link

Attach a copy of file from OneDrive

From SharePoint Send a OneDrive Link

Attach a copy of file from OneDrive

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Stop or Change Sharing Documents

If you are the file owner, or have edit permissions, you can stop or change the

sharing permissions.

1. Select the file or folder you want to stop sharing.

2. Select Information in the upper-right corner to open the Details pane.

3. Select Manage access and:

• Select the X next to a link to disable it.

• Select Can Edit or Can View, and then select Stop Sharing.

• Select Can Edit or Can View and then select Change to….

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Delete and Restore Files and Folders

When you delete a file or folder, it goes into the Recycle bin, where you have a

chance to restore it.

Delete a files or a folder

1. Select the file or files you want to delete.

2. Select Delete. The files move to the Recycle bin.

Restore a file or a folder

1. Select the Recycle bin.

2. If you want all of your files back, select Restore all items.

3. Or, select only the files you want and click Restore.

The file is returned to its original location.

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Sync Files Between Desktop and OneDrive

Sync the files in your Office 365 or SharePoint Online site libraries so they’re always available on your computer, even when you’re offline.

If you add, change, or delete a file or folder in your OneDrive folder, the file or folder is added, changed, or deleted on the OneDrive website and vice versa.

You can work with your synced files directly in File Explorer and access your files even when you’re offline.

Whenever you’re online, any changes that you or others make will sync automatically.

You now have a new white or blue cloud icon (or both) in your notification area and your files are synced to your computer. Your blue cloud icon will appear as OneDrive – DOI when you hover over the icon.

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Sync Files Between Desktop and OneDrive (continued

2)

When you view your files in Windows Explorer, file status is

indicated by one of the following:

• File is only available online.

• File or folder has been shared with other people.

• When you open an online-only file, it downloads to

your device and becomes a locally available file.

• Sync is in progress. This includes when you are

uploading files, or OneDrive is syncing new files from

the cloud to your PC.

• Files that you mark as "Always keep on this device"

have the green circle with the white check mark.

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Questions?

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Outlook Delegates

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What is a Delegate?

There are three types of Delegate permissions:

• Reviewer

• The Delegate can read items in the manager's folder.

• Author

• The Delegate can read and create items, and change and delete items that he/she creates. For example, a Delegate can create a meeting request directly in the manager's Calendar folder and then send the item on the manager's behalf.

• Editor

• The Delegate can do everything that an Author has permission to do and additionally can change and delete the items that the manager created.

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Add Delegates

To add a Delegate:

1. Select File tab > Account Settings >

Delegate Access.

2. Select Add. Type the name of the person

whom you want to designate as your delegate,

or search for and then select the name in the

search results list.

3. Select Permission rights.

4. Select one of the following checkboxes, as

needed:

• Delegate receives copies of meeting-related

messages sent to me

• Automatically send a message to the

Delegate summarizing these permissions

• Delegate can see my private items

5. Select OK.

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Change / Remove Delegates

1. Select File tab > Account Settings > Delegate

Access.

2. Select name of the delegate for whom you want to

change permissions, and then select Permissions.

If you want to remove all Delegate Access permissions,

do not select Permissions but instead select Remove

and skip the rest of these steps.

3. Change the permissions for any Outlook folder that the

delegate has access to.

4. To send a message to notify the delegate of the

changed permissions, select the Automatically send a

message to delegate summarizing these

permissions check box.

If you want copies of meeting requests and responses that you

receive to be sent to a delegate, ensure that the delegate is

assigned Editor (can read, create, and modify items) permission to

your Calendar folder, and then select the Delegate receives copies

of meeting-related messages sent to me check box.70

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Questions?

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SharePoint Online

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Overview

SharePoint Online is a cloud-based service that helps organizations share and manage content, knowledge, and applications to:

• Empower teamwork

• Quickly find information

• Seamlessly collaborate across the organization

Before you dive into building and configuring your

organization's SharePoint Online environment,

there are a few things you should think about. For

example, how will you manage sites with the

objective to collaborate (team sites) and those

with the objective to broadcast and share content

for viewing (communication sites)?

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Considerations

• You can switch to Classic View to view the full ribbons.

• Depending on the site, you may have a better SPO experience using

browsers other than Chrome.

• Make sure to set up an email for site access request if you will have a

restricted site – otherwise you will never know when someone is trying to

access your site.

• You can check a users specific permissions from Site Permissions.

• The “Open in Internet Explorer” feature is only available when using IE (it’s

still useful for modifying some areas of sites).

When editing sites, use two different browsers to view changes as they

are made, as it is a tremendous time saver.

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Role Hierarchy

Typical Power User duties:

• Edit pages

• Create and configure document

libraries

• Create and configure lists and

similar apps

• Create solutions using out-of-the-

box tools

• Answer basic end user questions

SharePoint Administrator

Site Owner

Power User

End User

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Permission Levels and SharePoint Groups

Permission levels work

together with SharePoint

groups. A SharePoint

group is a set of users

who all have the same

permission level.

Related permissions are

put together into a

permission level. Then

you assign that

permission level to a

SharePoint group.

Group Permission level

Visitors READ – This level includes these permissions:

• Open

• View Items, Versions, pages, and Application page

• Browse User Information

• Create Alerts

• Use Self-Service Site Creation

• Use Remote Interfaces• Use Client Integration Features

Members EDIT - This level includes all permissions in Read, plus:

View, add, update and delete Items

Add, Edit and Delete Lists

Delete Versions

Browse Directories

Edit Personal User Information

Manage Personal Views

Add , Update, or Remove Personal Web Parts

Owners FULL CONTROL - This level includes all available

SharePoint permissions.

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Site Permissions

By default, each kind of SharePoint Online site includes certain SharePoint groups. For

example, a Team Site automatically includes the Owners, Members, and Visitors group.

A Publishing Portal site includes those groups and several more, such as

Approvers, Designers, Hierarchy

Managers, and so on. When you create a

site, SharePoint automatically creates a

pre-defined set of SharePoint groups for

that site. In addition, a SharePoint admin

can define custom groups and permission

levels.

The SharePoint groups and permission

levels that are included by default in your

site may differ, depending on:

• The template that you choose for the site

• Whether a SharePoint admin created a unique permissions set on the site that has a specific

purpose, such as Search

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Document LibrariesA SPO document library provides a secure place to store files where you and

your co-workers can find them easily, work on them together, and access them

from any device at any time. Adding files or moving files between folders is as

easy as dragging and dropping them from one location to another.

The default site in SPO includes a document library and

one is created automatically when you create a new site.

You can add additional document libraries to a site as

needed. To add a document library or list:

1. Open the site to which you will add the list or library.

2. Select New.

3. Select List or Document library.

4. In the Create pane:

5. Type a name for the list or library (and a

description, if you want).

6. Select Create.

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New Pages

New pages are a great way to share ideas

using images, documents, and web parts.

You can create and publish pages quickly

and easily. To create / add a new page to

add to the site:

1. Open the site that you want to add a

page to.

2. Select New.

3. Select Page.

4. Type the name of your page.

5. You can publish your page now, or use

web parts to add text, images, and other

content.

6. Select Publish when you're ready.

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Views

Custom views of libraries and lists can be created to organize and show items.

You can create a view to save different sort, filter, and grouping selections you've

made from the column headers or filters pane. The columns you've shown or

hidden and the column widths will also be saved with the view.

To create a view based on an existing view, such as the default view:

1. Select All Documents > Edit current view

2. Modify the view by selecting how columns and groupings are to be displayed.

You can add or

remove columns,

add sort or filter

criteria, configure

folders, and more.

3. Enter the new

name, and then

select OK.

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SharePoint Online Shortcuts for Accessibility

Many users find that using an external

keyboard with keyboard shortcuts for

SharePoint Online on Windows helps them

work more efficiently.

Keyboard shortcuts can be accessed by using

the SharePoint in-application help function.

Frequently used shortcuts for SharePoint

Online are also listed on the Microsoft O365

site (link).

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Troubleshooting

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User Experiences Delegate Permission Issues

Problem: User reports having problems accessing another mailbox or calendar

after migration.

Cause: Migration team is working to ensure that groups of mailboxes for people

who work together are migrated at (or very close to) the same time. However,

the following situations may be affected by the staggered mailbox schedule:

• Delegates

Having a delegate means the user has granted someone additional

permissions, such as allowing the ability to create email messages or

respond to meeting requests on their behalf. If a user and their

delegates do not migrate at the same time, the delegate will temporarily

lose access.

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Delegate Permissions Issues (continued 2)

• Granted Permission (View, Edit, Contribute)

Like delegates, if a user has given someone access to a portion of their

account (for example, view permissions on their calendar), the other user will

temporarily lose this access until both users are migrated.

• Shared Mailboxes

To maintain access to shared mailboxes, both a user’s personal mailbox and

the shared mailbox must be migrated to Office 365 on the same night. Only

staff with granted permission can view emails in shared mailboxes.

Workaround is to add mailbox as a separate profile.

• Full mailbox access

User has the ability to log into a mailbox and send messages as if they are

that mailbox. If the mailbox does not migrate the same night, workaround is

to add mailbox as a separate profile.

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Delegate Permissions Issues (continued 3)

Resolution: In some cases, the user may be satisfied with using a separate

profile workaround. However, if the user continues to experience a work-

impacting issue, this can be escalated to the BisonConnect Team.

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Offline Address Book

Problem: A user reports that changes made to their mailbox or AD account are not

showing up in the Outlook Address Book.

Cause: Changes to the Global Address List may take 24 hours to appear in a user’s

Offline Address Book.

Resolution: Tell the user to wait 24 hours to see changes. You can also assist the user

with the following process:

1. In Outlook, click the Send/Receive tab, then

click Send/Receive Groups.

2. Click Download Address Book, and then click

OK.

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