Office 365 User Guide: A comprehensive guide to increase collaboration and productivity with Microsoft Office 365

✍ Scribed by Nikkia Carter

• Publisher: Packt Publishing
• Year: 2019
• Tongue: English
• Leaves: 445
• Category: Library

✦ Synopsis

Work with the powerful subscription software, Office 365 to increase your organization's efficiency by managing file sharing, email exchange and much more.

Key Features

• Become well versed with Office 365 and leverage its capabilities for your business
• Speed up your workflow and effectively collaborate using Office Web Apps
• Learn to set audio and web conferences and seamlessly access your workspace

Book Description

Microsoft Office 365 combines the popular Office suite with next-generation cloud computing capabilities. With this user guide, you'll be able to implement its software features for effective business communication and collaboration.

This book begins by providing you with a quick introduction to the user interface (UI) and the most commonly used features of Office 365. After covering the core aspects of this suite, you'll learn how to perform various email functions via Exchange. Next, you will learn how to communicate using Skype for Business and Microsoft Teams. To boost your productivity, this book will help you learn everything from using instant messaging to conducting audio and web conferences, and even accessing business information from any location. In the final chapters, you will learn to work in a systematic style using file management and collaboration with OneDrive for Business using SharePoint.

By the end of this book, you'll be equipped with the knowledge you need to take full advantage of Office 365 and level up your organization's productivity.

What you will learn

• Understand the UI of Office 365
• Perform a variety of email functions through Exchange
• Communicate using Skype for Business and Microsoft Teams
• Explore file management using OneDrive for Business
• Collaborate using SharePoint
• Understand how to leverage Office 365 in your daily tasks

Who this book is for

If you are an IT professional who wants to upgrade your traditional Office suite, this book is for you. Users looking to learn, configure, manage, and maintain an Office 365 environment in their organization will also find this book useful. Some understanding of Microsoft Office Suite and cloud computing basics will be beneficial.

Table of Contents

1. Exploring Office 365
2. Understanding more about Office 365
3. Understanding Exchange
4. Sending and Receiving Email
5. Using the Exchange Calendar
6. Using Contacts in Exchange
7. Getting Familiar with Other Settings of Exchange
8. Understanding Skype for Business and Microsoft Teams
9. Using Skype for Business
10. Using Microsoft Teams
11. Understanding OneDrive For Business
12. Working with Files in Your OneDrive for Business
13. Understanding SharePoint
14. Working with SharePoint Lists
15. Performing Different File Operations on SharePoint
16. More on Using SharePoint

✦ Table of Contents

Cover
Title Page
Copyright and Credits
About Packt
Contributors
Table of Contents
Preface
Section 1: Understanding Office 365
Chapter 1: Exploring Office 365
Technical requirements
Microsoft Office and its versions
Overview of the services of Office 365
Exchange 
Skype for Business 
Microsoft Teams
SharePoint 
OneDrive for Business
Office Professional or Professional Plus applications for desktop
Office web and mobile apps
Security, transparency, compliance, and privacy
Logging in
A word about browsers
Summary
Chapter 2: Understanding More about Office 365
The home page 
The suite bar
The app launcher/switcher
The Office 365 link
Notifications
Settings
Help
Your profile picture
Changing your profile picture
My profile
My account
Personal info
Install status
Subscriptions
Security & privacy
Password
Contact preferences
Organization privacy statement
Additional security verification
Updating your account security phone numbers
Managing app passwords
App permissions
Settings
Profile picture for Microsoft Teams
Configuring your personal settings
The search box
Themes
Start page
Software 
Language and time zone
Your app settings
Licensing
Office 365 consumer
Office 365 commercial
Business plans
Summary
Further reading
Section 2: Managing Microsoft Exchange
Chapter 3: Understanding Exchange
Background and History of Exchange 
History of Exchange
Getting into Exchange Online
Outlook via the Office 365 Home
Outlook via the app launcher
Parts of Exchange Online
Email
Calendar
Contacts
Tasks
Summary
Chapter 4: Sending and Receiving Email
Parts of Mail in OWA
#1 The list of your emails
#2 Displaying an email message
#3 Focused and other filters
#4 Filter
#5 Action bar
The New menu
The Junk menu
The Move to menu
The Categories menu
The open menu
#6 Mark all as read
#7 Search
#8 Folders
#9 Groups
#10 Outlook apps
Email options
Parts of Mail in Outlook
#1 List of emails
#2 Display of email
#3 Focused and other filters
#4 Filters
#5 Search
#6 The tabs
The Outlook backstage
Info
Open & Export
Save As
Save Attachments
Print
Office Account
Feedback
Options
Exit
#7 The ribbons
Home
Send/receive
Folder
View
Help
Tell me what you want to do
Favorites
List of email accounts
Outlook apps
Email options
Summary
Chapter 5: Using the Exchange Calendar
Parts of the calendar in OWA
#1 Action bar
New
Add calendar
Interesting calendars
Share
Print
#2 Month/year navigation
#3 Calendar
#4 Calendar views
#5 Selected day's events
#6 Search
#7 Month calendar navigation
#8 Calendars and groups
#9 Outlook apps
Parts of the calendar in Outlook
#1 The tabs
The Outlook backstage
Home
Send/receive
Folder
View
Help
#2 Tell me what you want to do
#3 Calendar navigation
#4 Weather
#5 Search
#6 Calendar
#7 Another calendar navigation
#8 List of calendars
#9 Outlook apps
Summary
Chapter 6: Using Contacts in Exchange
Parts of people (contacts) in OWA
#1 The action bar
#2 The main window
#3 Search
#4 Left navigation
#5 Outlook apps
Parts of contacts in Outlook
#1 The tabs
The Outlook backstage
Home
Send/receive
Folder
View
Help
#2 Tell me what you want to do
#3 Left navigation
#4 Search and filtering
#5 List of contacts
#6 Contact details pane
#7 Outlook apps
Summary
Chapter 7: Getting Familiar with Other Exchange Settings
Creating an email signature
Creating an email signature via Outlook on the web
Creating an email signature via Outlook
Option 1 – creating an email signature in Outlook via a new, forward, or reply email
Option 2 – creating an email signature in Outlook via the file backstage
Setting the out of office reply
Setting an out of office reply via Outlook on the web
Setting the out of office reply via Outlook
Creating email rules
Creating email rules via Outlook for the web
Creating email rules via Outlook
Setting a forwarding email
Setting a forward email via Outlook on the web
Setting a forward email via Outlook
Summary
Section 3: Skype for Business and Microsoft Teams
Chapter 8: Understanding Skype for Business and Microsoft Teams
History and Background of Skype for Business
History and Background of Microsoft Teams
The parts of Skype for Business
#1 Personal note
#2 Presence, location, and photo
Presence
Green/available
Red/busy
Red with dash/do not disturb
Yellow/be right back
Yellow/off work
Yellow/appear away
Reset status
Sign out
Exit
White with question mark/unknown
White/offline
Location
Photo
#3 The contacts, conversations, and meetings tabs
Contacts
Conversations
Meetings
#4 Settings
#5 Finding someone
#6 The add people button
#7 Sub-tabs
Contacts
Conversations
#8 The main section
#9 Selecting primary device
The Parts of Teams
#1 Search box
#2 Your profile picture
#3 The minimize, maximize, and close buttons
#4 New chat button
#5 Back and forward buttons
#6 Left navigation
#7 Location and menu
#8 The tabs
#9 Adding a tab
#10 Public/private indicator
#11 The main app screen
How to get into Skype for Business
Getting into Skype for Business via Office 365
Getting into Skype for Business via the app
How to get into Teams
Getting into Teams via Office 365
Getting into Teams via the app
The Way Forward with Teams
Summary
Chapter 9: Using Skype for Business
Knowing the presence settings
Available
Busy
Do not disturb
The aways
Be right back
Off work
Appear away
Offline
Unknown
Working with contacts
Options by hovering
Options by dropdown
Instant messaging, calls, emails, and meeting invites
Removing a contact
Copying and moving contacts
Tag for status change alerts
Change privacy relationship
Working with groups
Instant messaging
#1 Text box
#2 Message area
#3 Message options
#4 IM button
#5 Call buttons
#6 Presentation button
#7 More options button
#8 Participants list
#9 Add more participants button
Initiating calls
Working in meetings
Sending a meeting invite
Sending via Outlook online
Send via Outlook on your desktop
Summary
Chapter 10: Using Microsoft Teams
Exploring presence settings
Available
Busy
Do not disturb
The aways
Be right back
Appear away
Offline
Unknown
Working with contacts
Adding chat contacts to groups
Adding call contacts
Instant messaging
Initiating calls
Working in your Teams
The Teams and channels panel
Privacy indicator
Using more options for Teams and channels
More options for the selected Team's channel
The tabs
The main window
Join or create a Team
The manage Teams settings
Working in meetings
Sending a meeting invite
Sending a meeting invite via Teams
Sending a meeting invite via Outlook on your desktop
Summary
Section 4: OneDrive for Business
Chapter 11: Understanding OneDrive For Business
History and background of OneDrive for Business
Getting into OneDrive for Business
Parts of OneDrive for Business
#1 Search box
#2 Your OneDrive navigation
Recent
Shared
Recycle bin
#3 Sites navigation
#4 Extra options
#5 Action bar
#6 View options and detail pane
#7 Main window
How is OneDrive for Business different from OneDrive
Summary
Chapter 12: Working with Files in Your OneDrive for Business
Adding new files
Creating new files
Uploading files
Editing files
Deleting files
Parts of the Office Online file
Open in the full desktop version
AutoSave
Easy way to rename file
The simplified ribbon
The tabs and ribbons
Getting back to your OneDrive for Business
The backstage
Save As
Print
Sharing files
Giving access
Editing or removing access
Things you should consider
Move to
Copy to
Summary
Section 5: Collaboration Using SharePoint
Chapter 13: Understanding SharePoint
Background and history
Editions of SharePoint
Getting into SharePoint Online
The SharePoint home
#1 Search
#2 Left navigation
Following
Recent
Featured links
#3 Creation options
#4 Message
#5 News from sites
#6 Frequent sites
#7 Site card
#8 Get the mobile app
Navigating SharePoint
The anatomy of the SharePoint page
The classic page anatomy
#1 Office 365 suite bar
#2 Settings
#3 Help
#4 Promoted actions bar
#5 Search
#6 Tabs
#7 Logo
#8 Global navigation
#9 Left navigation
#10 Breadcrumb
#11 Web parts and app parts
The modern page anatomy
#1 Office 365 Suite Bar
#2 Settings
#3 Help
#4 Promoted actions bar
#5 Page actions bar
#6 Global navigation
#7 Logo
#8 Breadcrumb
#9 Search
#10 Left navigation
#11 Page header
#12 Web parts and app parts
#13 Feedback
Summary
Chapter 14: Working with SharePoint Lists
What are Lists?
The different List types
Communications
Tracking
Custom lists
What is a List View?
Adding items to any list using a list view
Editing items using a list view
Deleting items in a list view
Adding/editing/deleting items in the calendar view
Summary
Chapter 15: Performing Different File Operations on SharePoint
What are libraries?
The different library types
Document
Form
Wiki page
Picture
What is a library view?
Using the document library
Adding files
Creating new files in the Modern Experience
Uploading files in the Modern Experience
Editing files
Deleting files
Naming conventions
Version history
Checking files in or out
Checking out
Checking in
Coauthoring
Sharing files
Giving access
Editing or removing access
Move to
Copy to
Summary
Chapter 16: More on Using SharePoint
Quick edit mode
Exporting to Excel
Creating a link
Alerts
Creating alerts
Managing alerts
More on views
Creating a personal view
Switching between views (to view, edit, or delete)
The different ways you can find data
How to use list/library filtering
How to use searching in a list/library
How to search sites in SharePoint
Searching via the SharePoint home
Site contents
The recycle bin
The danger of the Share button
SharePoint permissions and what they allow you to do
How to request access
Summary
Other Books You May Enjoy
Index