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Microsoft 365 - Beginner

  • Length 1 day
  • Price  NZD 450 exc GST
Course overview
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Why study this course

Improve team collaboration and productivity with Microsoft 365! The Microsoft 365 suite of applications is designed for end users and to integrate with each other seamlessly.

  • All your important Microsoft apps, constantly updated

  • Store all your files securely in the cloud

  • Engage, inform, and collaborate within and outside your organisation

  • Dedicated project workspaces connecting all your apps

  • Automate workflows and time-consuming processes

Learning to use Teams and other key applications successfully will enable you to get the most out of this suite of tools. Team collaboration, planning, file storage, editing, and sharing - there's a lot of functionality available at your fingertips. Our Microsoft 365 Beginner course introduces Teams, ToDo, OneDrive, Planner, OneNote, and Office Online, providing you a strong foundational knowledge.

This course is particularly beneficial where organisations have recently rolled out Microsoft 365. Learn how to get the most out of this suite of applications.

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What you’ll learn

After this beginner session of our Microsoft 365 course, you should be comfortable with:

  • Working with Outlook boards

  • Creating rules and signatures

  • Creating a Team

  • Creating a conversation thread

  • Collaborating in Teams

  • Reviewing activities in Teams

  • Understanding ToDo

  • Using Planner to Assign Tasks

  • Using OneNote

  • Working with Office Online Suite

  • Using OneDrive

  • Understanding Cloud Storage

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Microsoft Apps at Lumify Work

Lumify Work is your best choice for training and certification in any of Microsoft’s leading technologies and services. We’ve been delivering effective training across all Microsoft products for over 30 years, and are proud to be Australia's and New Zealand’s first and largest Microsoft Gold Learning Solutions Partner. Join more than 5,000 students who attend our quality Microsoft courses every year.

Who is the course for?

This is an introductory course designed for people new to Microsoft 365.

This course, along with the Intermediate course, is also appropriate for training post-Microsoft 365 implementation.

Course subjects


  • What is Microsoft 365?

  • Our Scenario

Starting your Day Effectively
(Outlook Calendar, ToDo, Teams)

  • A System to Manage Tasks and Events

  • Opening Calendar

  • Opening ToDo

  • Creating Meetings and Tasks

  • Checking your Inputs in Outlook

  • Checking your Activity Feed in Teams

  • Creating a Task from a Teams Post

Creating New Files
(Office Home Page, Word Online, Excel Online, Teams)

  • Using the Office Home Page

  • Word for the Web

  • Reusing content from other sources

  • Using Editor

  • Excel for the Web

  • Creating new Documents from the App Launcher

  • Creating a new Document inside a Team

Working with Files
(OneDrive, Office Home Page, Teams)

  • Where do we store our “stuff”?

  • What is OneDrive?

  • Managing files in OneDrive

  • Sharing Files from OneDrive

  • Attaching Links to Files in Emails

  • Files App in Teams

  • Private Chat Files

  • Files in Teams Channels

  • Moving Files between OneDrive and Teams and SharePoint Libraries

  • Working with Files in the Office Home Page

  • Searching for your Files

Collaborating with Colleagues
(Teams, Outlook)

  • About Microsoft Teams

  • Teams Chat

  • Organising Chats

  • Status Indicators

  • Saving Posts and Chats

  • Sharing Files in Chats

  • Video and Audio Chats and Meetings

  • Sharing Screens

  • Working Asynchronously

  • Alerts in Teams for Urgent Work

  • Private vs Public Teams

  • Channels in Teams

  • Posts in Channels

  • Mentions in Posts

  • Organise Teams, Channels, and Chats

  • Collaborating on Files

  • Scheduling Meetings

  • Adjusting your Activity Notifications

Collaborating with Customers

  • Customising actions in Outlook Mail

  • Creating Rules for Emails

  • Reuse of Content – My templates

  • Signatures

  • Creating Tasks easily

  • Creating new Meetings from Emails

  • Sending emails to Teams

  • Searching instead of Filing

Working with Tasks
(Outlook, ToDo, Planner, Teams)

  • Using the ToDo App

  • Using My Day

  • Using Shared Task Lists

  • Assigning Tasks to others

  • Working with Planner App

  • Creating a New Plan

  • Buckets and Cards

  • Using Planner in Teams

  • Assigning Tasks with Cards

  • Using Cards instead of messages

  • Tasks from ToDo and Planner in Teams

  • Tracking the Status of your Plans

Capturing Knowledge for Reuse
OneNote, Teams)

  • Capturing Knowledge

  • OneNote Online

  • Creating Notebooks

  • Creating Sections

  • Creating Pages

  • Using OneNote for Meetings

  • Assigning Tasks from Meetings

  • Minutes in OneNote

  • Templates in OneNote

  • Sharing and Exporting OneNote Notebooks

  • OneNote in Teams

  • Quick Notes for Quick Capture

  • Searching for Captured Knowledge

Finishing the Day
(Outlook, Teams)

  • Getting Current Awareness

  • Process Final Inputs and Captures

  • Prioritise for Tomorrow

  • Shutdown


This course assumes the user is comfortable using the keyboard, mouse, and Start menu on a Windows-based computer.

No previous experience with Microsoft 365 is necessary.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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