Microsoft 365 Essentials: Maximising Your Workspace

From real-time collaboration and cloud storage to intelligent tools like Teams, OneDrive, SharePoint and beyond, you'll gain a clear, practical understanding of how each part fits together - and how it can streamline your day-to-day. 

This course offers the foundation to work smarter, collaborate better, and unlock new ways of working – while opening the door to more advanced learning where needed.

This course is available as either:

• 1 Day: Core focus on OneDrive, SharePoint, Teams and overall understanding of 365

• 2 Day: Adds deeper exploration, more hands-on exercises, and additional tools like Planner, Forms, Power Automate, and more cross-tool usage examples

Course Objectives

By the end of this course, you’ll be able to:

• Confidently navigate the Microsoft 365 environment

• Understand when and how to use key tools like Teams, SharePoint, and OneDrive

• Work collaboratively and securely with cloud-based files

• Identify which Microsoft 365 tools can solve specific challenges in your role or team

• Set yourself up for long-term success with good habits and best practices

Who Is This Course For?

This course is ideal for:

• New users of Microsoft 365 who want to get set up for success

• Anyone using 365 without really understanding how the apps and features work together

• Businesses who want to encourage more efficient, cloud-based working across their teams

• Those looking to understand what is included in their 365 license

Prerequisites: No previous experience with Microsoft 365 is required, though basic understanding of Windows and Microsoft Office will be beneficial. 

Course Outline

The below can flex depending on whether the course is delivered over 1 or 2 days:

Microsoft 365 Overview

• What is Microsoft 365?

• Understanding the cloud-based workspace

• Accessing Microsoft 365 from anywhere

• Web apps vs desktop apps

• How the tools connect: the 365 ecosystem

OneDrive: Your Personal Cloud Storage

• Saving files to OneDrive

• Syncing OneDrive to your device

• Sharing files internally and externally

• Managing permissions and version history

• Co-authoring documents in real time

SharePoint: Team-Based Document Collaboration

• What SharePoint is (and isn’t!)

• Navigating your SharePoint sites

• Understanding libraries, lists and pages

• Working with team-based file structures

• Collaborating using SharePoint within Teams

Microsoft Teams: Communication & Collaboration Hub

• Chat, calls, and meetings in Teams

• Organising your work using channels

• Sharing and collaborating on files in Teams

• Integrating apps like Planner, Forms, and SharePoint

• Presenting and screen sharing

• Using Teams effectively across departments

Using Outlook with Microsoft 365

• Integrating Outlook with Teams and calendars

• File sharing straight from OneDrive and SharePoint

• Using Outlook across devices

Exploring Other Microsoft 365 Tools 

This is a little touch/demo to showcase capabilities

• Planner – visual task management

• Forms – creating internal surveys and polls

• Delve – discover and access your recent content

• To Do – syncing tasks across Outlook and Planner

• Loop – a glimpse into modern collaborative components

• Power Automate – basics of automation

Reflections & Planning

• Summarise the core benefits of using Microsoft 365 as a connected, cloud-based workspace

• Identify where OneDrive and the wider ecosystem can support flexible, secure working

• Plan next steps for making better use of web and desktop apps in daily tasks