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Microsoft 365 Document Management Workshop

  • Length 1 day
Course overview
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Why study this course

Confused about the differences and similarities between Microsoft Teams, SharePoint Online and OneDrive for Business? Not sure when to use which tool? Unsure how to do Document Management in Microsoft 365?

This one-day workshop will help you understand the differences and similarities between the three main Microsoft 365 collaboration tools, namely Teams, SharePoint Online and OneDrive for Business. You will then be guided through how to do Document Management in each.

The workshop leverages the Lumify Work M365 Good Practice Framework (GPF) which is designed to help organisations achieve high levels of collaboration and productivity with Microsoft 365.

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What you’ll learn

After completing this workshop, participants will have increased knowledge and skills in:

  • Document management

  • File check in / check out

  • Version control

  • Sharing

  • Security and permissions management

  • Searching and filtering

  • Collaboration

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Who is the course for?

Anyone who has been challenged by managing documents in Microsoft 365 is a good candidate for this workshop.

The intended audience may vary between those who have had little to no exposure to Microsoft 365, to those who have had some level of engagement with the product but are looking to broaden their skill set.

Course subjects

Module 1 – Introduction to M365 and the Good Practice Framework

  • Microsoft 365 Overview

  • Web Apps vs Desktop Apps

  • Teams vs SharePoint Online vs OneDrive for Business

  • When do I use which tool?

  • M365 Good Practice Framework

  • Summary

Module 2 – Working with Files

  • One Drive for Business

    • Document Management* in OneDrive

  • SharePoint Online

    • SharePoint Team Sites

    • Document Libraries

    • Document Management* in SharePoint

    • Check In / Check Out

  • Microsoft Teams

    • Document Management* in Teams

    • Using the Files Tab in Teams

  • Version control in all three apps

  • Summary

* Document Management covers uploading, creating, saving, organising, opening, moving, copying, and deleting files

Module 3 – Searching, Filtering and Collaboration

  • Microsoft Search

  • Searching in Teams

  • Sorting and Filtering Files in Teams

  • Sorting and Filtering a Document Library

  • Collaboration in M365

  • Co-authoring

  • Summary

Module 4 – Sharing, Security and Permissions

  • Best practices for document security

  • SharePoint Security Inheritance

  • Sharing in SharePoint and OneDrive

  • Sharing Permissions

  • Sharing Files from Teams

  • Best Practices for Sharing

  • Summary



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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