book

Microsoft 365 Fundamentals Guide

by Gustavo Moraes, Douglas Romao

May 2022

Beginner

278 pages

5h 28m

English

Packt Publishing

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ContributorsAbout the authorAbout the reviewers
Who this book is forWhat this book coversTo get the most out of this bookDownload the color imagesConventions usedGet in touchShare Your Thoughts
What plan suits you bestMicrosoft 365 PersonalOffice Home & Business 2019Microsoft 365 EnterpriseApplications included separated by categoryAdditional subscriptionsMicrosoft DynamicsPower PlatformSummary
A showcase with key information for your collaborationThe profile pageAbout MeOrganizationBack to Work and DiscoveryContent cardsManaging security and privacyPersonalizing and tagging content to achieve moreThe mobile appSummary
Workplace and personal productivityWhat is MyAnalytics?Focus – getting work doneWellbeing – disconnecting and rechargingNetwork – sharing informationCollaboration – working with othersLeadership – developing your teamSummary
Why use keyboard shortcuts?Shortcuts for navigating in Microsoft OutlookShortcuts for managing emailsShortcuts for creating new meetingsSharing your calendarsGetting help from the Scheduling AssistantUsing the Focused inboxMentioning someone in an emailSending an email later Setting up and using Outlook mobileListening to your emails on the goSummary
OneNote structureCopying text from a pictureMaking and sharing listsCreating a listEmbedding content, including audioExamples of what can be pastedPrinting to OneNoteEmailing a OneNote pagePassword-protected sectionsSummary
Setting up local folders and syncingFreeing up space and storing files on demandFile sharing settingsCreating shared foldersAdding an expiry time and passwords for linksUsing the mobile appUsing OneDrive's built-in Office LensSummary
Using templatesGrouping objectsUsing reactions to target and prioritizeWorking with a whiteboard in Microsoft TeamsSummary
Technical requirementsUsing view list formattingIntroduction to SharePoint list and library viewsWhat is list view formatting?How to use view formattingUsing field list formattingHow to use field list formattingUsing standard web partsEnsuring that documents are organizedUsing tags for filesSharePoint alertsCreating lists from Excel sheetsUsing calculated fieldsSummary

Technical requirementsSending emails directly to a channelEvery channel has a mailboxUsing tagsSyncing files to desktopWhat does this synchronization?Sending and formatting messagesFormatting messagesCode snippetsSet Delivery OptionsPinning a group chatRecording meetings and sharing them with colleaguesSaving messages to read laterSummary
Understanding Agile methodologiesScrum methodologyKanban methodologyCreating and customizing boardsManaging filesAdding and editing tasksUsing conversationsGrouping and filteringCopying a planSummary
Creating a flowUsing the correct place for your flowsThe joker actionUsing variables to store and change dataSegregating your flow paths and bypassing actionsUsing actions to organize your flowsCopying and sending actions to othersViewing all your execution logs and organizing themThe secret of trigger conditionsSummary
Technical requirementsUsing variables to store dataEnvironment variablesCreating custom themesCreating a page in your app to separate and configure a set of sample componentsCreating themes using variablesUsing standard templatesCategories of templates that can be foundCreating reusable componentsThe anatomy of a reusable componentDefining naming standardsHow to define a good naming standard?Adding commentsUsing the enhanced formula barAvoiding connecting directly to data sourcesSummary
The front door for external usersUsing sections and segregation in your formsField validations and form themesSaving all responses in Microsoft ExcelMultiple ways to get your responsesCollecting attachments for internal usersManaging your formsSummary
From a form to a Power BI dashboardTheming your dashboard like a professionalUsing a dashboard on your Teams channel or siteSummary
An introduction to Microsoft 365 appsAdding and managing commentsCollaboration and blocking downloadingPowerPoint – shortcutsPowerPoint – Presenter CoachPowerPoint – Design IdeasExcel – conditional formattingExcel – using Flash FillWord – setting a proofing languageWord – embedding a Word documentSummary
Productivity and collaborationExploring the evolution of Microsoft 365Next stepsSummary
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Appendix

Microsoft 365 is a suite of productivity and collaboration applications designed to help you and your team to achieve more. In previous chapters, you learned various tips and tricks for each specific application, such as Teams, Planner, and Outlook. We also discussed methodologies and ways of working to help remote and hybrid teams use Microsoft 365. As you can imagine, the future of work and collaboration will always be changing.

In this appendix, you will find other resources and references for your journey in continuous improvement and professional development. We will cover the following topics: