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Office 365 What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST

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Page 1: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Office 365What to Use and When

KARLA SHARP

SHAREPOINT AND OFFICE 365 SPECIALIST

Page 2: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

No, O365 isn’t just Word, Excel, PowerPoint, and Outlook in your browser. That’s like saying your smartphone only makes phone calls.

Page 3: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Microsoft 365 Enterprise

Microsoft 365 brings together• Office 365• Windows 10• Enterprise Mobility• Security

An intelligent solution to empower employees to be creative and work together in a secure environment

Page 4: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook
Page 5: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Microsoft TeamsOutlookMicrosoft Teams Office 365 ProPlus SharePoint Yammer

Page 6: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

The Use Case Drives the TechnologyNot Vice Versa

Page 7: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

/

Apps we will explore

Groups Planner Teams

OneDrive SharePoint Online Flow

Page 8: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Office 365 Groups

Office 365 Groups creates a ‘group identity’ in Azure Active Directory

• Outlook: Shared mailbox and calendar

• SharePoint Online: Team site and document library

• Planner: Task management

• OneNote: Note taking

• Microsoft Teams: Connect a Team for Chat-based workplace

Groups do not replace any functionality they highlights the best features of all the Microsoft offerings

Page 9: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

GroupsRecommended Collaboration

Employees who prefer email-based collaboration.

Teams that need to collaborate with external users but don’t want to give them access to team sites. Thus external users will get all the Group’s advantages and will be able to collaborate with the team effectively.

Page 10: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook
Page 11: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Microsoft Planner

Planner is a simple, light weight Work Management Application. Planner lets you organize projects, share files, assign tasks, and chat with other collaborators.

With its Project Boards, tasks, and buckets, Planner seems to directly compete with tools like Trello, Asana and so on.

The key advantage of Microsoft Planner, though, is its integration with other Microsoft products like Outlook, OneNote, SharePoint, Teams and more.

Page 12: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Why Use Planner

Prioritize your tasks into bucketsPrioritize

Apply the due date and calendar functionalityApply

Consider organizing by the amount of effort instead of priorityConsider

Employ the Office 365 integrationEmploy

Add plans as a tab within Microsoft TeamsAdd

Page 13: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook
Page 14: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Microsoft Teams

Teams is a chat-based collaboration space that allows a group of people to communicate and organize information in a single area. It creates a central location to work on projects, saving users time and enhancing productivity. Each team gets a SharePoint site collection and a group. All the content collaboration, chats, calls, and meetings are all hosted in the app.

Page 15: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Teams Recommended Uses

TYPES OF TEAMS POTENTIALCHANNELS

Sales

Annual Sales MeetingQuarterly Business ReviewMonthly Sales Pipeline ReviewSales Playbook

Public Relations

Press ReleasesNews and UpdatesFact Checking

Event Planning

MarketingLogistics and SchedulingVenueBudget

Marketing/Go to Market

Market ResearchMessaging PillarsCommunications Plan

Page 16: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook
Page 17: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

OneDrive for Business

Provides a personal place in the cloud where you can store, share, and sync your files

Access and edit your files from all your devices

Share inside or outside your organization

Work together in real-time on Office documents

Quickly find the files that matter to you

Keep your files protected and backed up

Page 18: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook
Page 19: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Microsoft SharePoint

Online

Simple sharing and seamless collaboration Empower sharing and collaboration on your intranet。Give people places where they can organize and collaborate on content, data, and news to stay on the same page。

Inform and connect your organization Inform and connect your people with intranets and portals。Share common resources and applications and broadcast your message with rich, dynamic pages。

Intelligence and insights Rely on powerful enterprise search to find files, sites, and people。Built-in intelligence delivers the most relevant results and helps you discover information and expertise around you。

Page 20: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

SharePoint Online Recommended Uses

Intranet portal

Customer facing internet site

Knowledge Management system

Document management system

Approval Forms

Content Management

Department and Project Collaboration Workspaces

Search results site

And much more

Page 21: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

SharePoint Team Site

vs OneDrive for

Business

Use your OneDrive for Business personal library for the “Me” part of your work, before it moves on to SharePoint Team Sites for the “We” part of the work.

Page 22: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook
Page 23: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Microsoft Flow

Flow is a cloud based service that provides workflow management to integrate and automate different tasks across more than 85 applications and counting. It allows users to create workflows that automates time-consuming tasks like approvals, send/receive notifications, collect/update data and synchronize files.

Page 24: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook
Page 25: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

For more information about training options at Centriq, Please contact:

Kansas CityJustin Ruby

(913) [email protected]

St LouisOwen Graham

(314) [email protected]

Page 26: Office 365 What to Use and When - centriq.com€¦ · What to Use and When KARLA SHARP SHAREPOINT AND OFFICE 365 SPECIALIST . No, O365 isn’t just Word, Excel, PowerPoint, and Outlook

Questions