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Page 1: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Overview of the Tools Available in Office 365

Thank you for joining our webinar!

Page 2: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

© 2017 Protiv iti Inc. An Equal Opportunity Employ er M/F/Disability /Veterans. Protiv iti is not licensed or registered as a public accounting f irm and does not issue

opinions on f inancial statements or of f er attestation serv ices. All registered trademarks are the property of their respectiv e owners.

More than

3600professionals**

Over 20 countriesin the Americas, Europe,

the Middle East and

Asia-Pacific

70+offices

Our revenue*:

$804 million in 2016

Protiviti provides consulting solutions in finance, technology,

operations, data, analytics, governance, risk and internal audit to our

clients through our network of more than 70 offices in over 20

countries.

We have served more than 60 percent of Fortune 1000® and 35

percent of Fortune Global 500® companies. We also work with smaller,

growing companies, including those looking to go public, as well as

with government agencies. Protiviti is a wholly owned subsidiary of

Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of

the S&P 500 index

Our full service Software Solutions team provides consulting and on-

demand support for SharePoint, Office 365, Salesforce, Nintex, Sitecore,

Kentico, SQL and .Net.

*Inclusive of Protiviti’s Member Firm netw ork, revenue for the year ending 2016 w as $865M

**Inclusive of Protiviti’s Member Firm netw ork, the number of professionals is more than 4700

PROTIVITI: WHO WE ARE

Page 3: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Introduction

• ‘30 on Thursday’ Webinar Series

• 30 minute webinar series on Thursdays

• Next Webinar:

• July 19: Integrating Teams and Planner for Better Project

Management

• Use this link to register: https://bit.ly/2MiREkq

• Full Event Schedule:

• ECM.Protiviti.com/Events

Page 4: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Today’s Webinar

This session is being recorded! Access the recording

and see past webinar recordings on our YouTube

Channel: YouTube.com/ProtivitiSP

Questions: Submit your questions in the "Question

Window” and we will answer all questions after the

presentation.

Page 5: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Today’s Presenter

Presenter:

Joshua Jackson

Manager

Moderator:

Julia Marple

Manager

Page 6: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Let’s Get Started!

Page 7: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Introduction

• Office 365 is a suite of business applications available

from Microsoft.

• Apps vary from the standard Office suite (Word, Excel

etc.) to cloud based activities (Flow, Skype etc.).

• Today we will be discussing 10 of the 27 current

applications.

Page 8: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Introduction

• What you have depends on your access and license.

• Access your apps in O365 with the Waffle menu

• Click on “All Apps” then “Explore all your apps” to see

everything.

Page 9: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Today’s App review

• OneDrive

• Teams vs. Groups

• SharePoint

• Planner

• Delve

• Video

• Power BI

• Flow

Page 10: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

OneDrive

• File storage in the cloud. Safe and easy to access.

• Share files with people internal and *external to you

organization.

• Tip: Create folders to quickly share groups of

documents with specific users.

• Sync files for offline editing.

Page 11: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

OneDrive

Page 12: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Teams

• Work quickly as a small group.

• Integrates chat (Skype), meetings (Outlook), notes

(OneNote), and attachments (SharePoint Library).

• Mobile apps bring it all together to keep you

connected while on the move.

Page 13: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Teams

Page 14: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Groups

• Expand your Team functionality with a Group.

• Larger groups of people working for longer periods of

time.

• In addition to chat, meetings, notes and file storage

you get:

• Planner

• Email Groups

• SharePoint Site

Page 15: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Groups

Page 16: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

SharePoint

• “Classic” SharePoint has been updated for the

modern world.

• Mobile friendly pages and a mobile app make it easy

to stay up to date on information.

• Still the good old SharePoint:

• Communications/Intranets

• Document/Records management platform.

Page 17: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

SharePoint Online Highlights

• Easy to create extranets and invite external users.

• Powerful search can reach across all content you have

access to, helping you find what you are looking for.

• Top tier data security and Data Loss Prevention.

• Easy administration.

• Low overhead costs.

Page 18: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Planner

• Task management tool integrated into Office 365!

• Plans can be both public and private.

• Track tasks by the “buckets” they are assigned to, or

by other characteristics.

• Work with your team: Assign tasks, share your plan,

update tasks in real time.

Page 19: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Planner

Page 20: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Planner

Page 21: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Delve

• Replacement for MySites.

• Manage your personal profile that is visible to the rest

of the organization.

• Explore information across all of O365.

• Search for skills or experienced coworkers.

• Content is suggested based off activities and

interactions.

Page 22: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Delve - Profile

Page 23: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Delve – Document Suggestions

Page 24: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Video

• Your organization’s own private YouTube channel!

• Use categories to keep videos grouped by topic.

• Display and play videos directly from SharePoint.

• Get detailed user analytics.

Page 25: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Video – Analytics

Page 26: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Power BI

• Business intelligence tool available with certain tiers

of O365 licenses.

• Used to visualize and analyze complex data.

• Pulls multiple sources together to create interactive

dashboards.

• Like Excel but:

• Publishable to the web and mobile friendly!

• Easier to set up and maintain.

Page 27: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Power BI

Page 28: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Flow

• Allow end users to build workflows to automate

repetitive tasks.

• All you need is your web browser!

• Connect to many different web based services to

access data from almost anywhere.

• Use prebuilt templates to get started fast!

Page 29: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Top Flow Templates

Page 30: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

When to use what

Page 31: Overview of the Tools Available in Office 365 · • Office 365 is a suite of business applications available from Microsoft. • Apps vary from the standard Office suite (Word, Excel

Thank You!