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Microsoft 365 Essentials

Length 1 day
Price NZD 435 exc GST

Course overview

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Why study this course

Microsoft 365 is Microsoft’s cloud-based suite of productivity tools designed to help professionals work smarter and collaborate more effectively. It includes the well-known Office apps of Excel, Word, and PowerPoint, as well as collaboration and productivity tools such as Teams, Planner, SharePoint Online, Power Automate, and Copilot. These cloud-based apps allow users to access files and content securely from anywhere, enabling real-time collaboration and improved productivity in the workplace.

Our Microsoft 365 Essentials course is designed for beginners and organisations new to Microsoft 365. Over one day, participants will gain the core skills to improve productivity, communication, and file management using the Microsoft 365 suite of applications.

Through hands-on activities, you’ll learn how to work confidently with Teams, Outlook, OneDrive, and SharePoint, while exploring productivity apps like Forms, Planner, OneNote, and Loop. The course also includes practical exercises with Copilot Chat, Microsoft’s AI assistant, showing you how to draft emails, summarise documents, and streamline tasks.

Aligns to certification

Microsoft 365 End User Digital Literacy

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What you’ll learn

By the end of this Microsoft 365 Essentials training, participants should be able to:

Confidently navigate Microsoft 365 and its core features
Communicate and collaborate effectively using Outlook and Teams
Store, share, and manage files securely with OneDrive and SharePoint
Use productivity apps like Forms, OneNote, Planner, and Loop
Apply Copilot Chat responsibly to improve productivity

Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level. We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ.

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Who is the course for?

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

It is also appropriate for training after an organisation-wide rollout of Microsoft 365.

Course subjects

Introduction to Microsoft 365

Signing in and navigating office.com
Exploring the homepage: search, app catalogue, user settings, Copilot Chat
Pinning frequently used apps
Benefits of secure cloud file storage

Collaboration with Microsoft Teams

Understanding Teams, Channels, and Chats
Creating teams and adding members
Sensitivity labels and role assignments
Scheduling meetings and using meeting tools (chat, reactions, notes, Copilot, sharing)
Mock meetings and role-play exercises

Communication with Outlook

Inbox and interface walkthrough
Email management: rules, quick steps, workspace organisation
Calendar: scheduling and tracking meetings, tasks, and reminders
Flagging important emails and integrating with Planner

File Management and Sharing

Uploading, creating, and organising files in OneDrive
Setting up folders and naming conventions
Applying filters and file management best practices
SharePoint basics: navigation, libraries, permissions
Securely sharing files and restoring previous versions

Productivity Tools in Microsoft 365

Creating and sharing forms with Microsoft Forms
Setting up and using OneNote notebooks, sections, and pages
Creating and tracking tasks in Planner: assignments, labels, due dates
Introduction to Loop for real-time collaboration
Syncing notes and tasks across apps

Copilot Chat (AI Assistance)

Introduction to Copilot Chat and licence types
Effective prompting: goals, context, expectations
Exercises: drafting emails, summarising documents, listing project risks
Recognising limitations and verifying AI outputs

Wrap Up and Assessment

Review of key concepts from each module
Group challenges and troubleshooting
Scenario-based quizzes
Further resources for continued learning

Prerequisites

No prior knowledge is required. This course is suitable for beginners and post-implementation training.

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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Offers

Accelerate Copilot adoption with up to 50% off training

The promise of AI and Microsoft 365 Copilot in particular is clear. Microsoft research demonstrates that Copilot adoption results in: Significant time savings across departments Improved efficiency in document creation and communication Enhanced employee satisfaction and reduced repetitive tasks Copilot boosts creativity and makes data-driven insights more accessible than ever before. But how can businesses realise these benefits at scale? As the 2024 Work Trend Annual Report noted: “We’ve come to the hard part of any tech disruption: moving past experimentation to business transformation. Just as we saw with the advent of the internet or the PC, business transformation comes with broad adoption.”

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