Microsoft Office 365 Migration

Office 365 is great in the fact that it’s not only a cloud software/service but you can also install the apps on your PC or phone so access is everywhere!

As with any product or service you start using, there is always that period where you have to familiarise yourself with the way it works. In a case where you are transitioning between the older versions of the Office suite, it’s like getting yourself reacquainted with a long lost friend and realising that they’ve got a whole bunch of talents that you never knew about.

Microsoft’s Office 365 comes with a broad range of tools that will make you and your colleagues more productive. It has simultaneous co-authoring features, SharePoint, OneDrive, and Groups, just to name a few. However, there may be some features you might not be using.

To get the most out of your Office 365 service, consider these tips.

One Stop Shop

Portal.office.com – educating customers to get into the habit of using it as their starting point and it’s a launching pad for all things O365.

Declutter your inbox

Like most of us, we tend to get bombarded with emails which aren’t priority that clutter our inboxes. Office 365 has a  “Clutter” feature which clear up some space. To enable this feature go to Settings > Options > Mail > Automatic processing > Clutter then select Separate items identified as Clutter. Once activated, you need to mark any unwanted messages as “clutter” to essentially teach Office 365. After learning your email preferences, Office 365 will automatically move low-priority messages into your “Clutter” folder, helping you focus on more important emails.

Sign the dotted line

DocuSign and Microsoft have partnered to make signing documents online a breeze. This feature is available for all Office 365 users, as long as you configure DocuSign with your Office 365 account. Once configured, you can simply select the correct signature and add it to all the necessary places. Simple!

Save your doc anywhere

Office 365 is fully capable of syncing all your documents with OneDrive and SharePoint for ease of access. The process of saving them to the cloud is very straightforward as all you need to do is click ‘Save’ as you normally would, and there will be an option to upload to OneDrive and SharePoint. You can then decide where you want your document to be uploaded to, and done! Your document is accessible from virtually anywhere. Also, if your file originated in the cloud, you also have the option to download it to your desktop.

Shareability (is that even a word?!)

So right now we’re all use to attaching a file to an email and then expecting it to take forever to send if it’s a big file. Normal right? Well cumbersome no more! Office 365 has a more efficient option which allows you to share your documents straight from the cloud with its own unique URL, allowing you to not only copy and share the link itself, but depending on which application you are in, be able to share the file directly through the app.

The sharing process is fairly simple:

  1. Clicking ‘Share+’ will pop up the list of shareable links that you can choose from.
  2. You can assign collaborators certain roles/privileges to edit or view the document attached to the link.
  3. You can even share with people outside of your company as long as you choose the ‘No sign-in required’ option.

Team Collaboration and Task Organisation

Teamwork and task organisation can’t get any easier and clearer than this with the use of Planner to organise your tasks individually and as a team. It essentially works where you put all your tasks in specfic ‘buckets’ where you can pluck a task from that bucket to be completed. Not only that but you can also sort it by assigned individual and just go through tasks that have been specifically assigned to yourself if the work is not project based. Again, this can be accessed from anywhere on any device.

There you have it! A few tips and trick to make the most out of Office 365 and to make your life easier, quicker and more efficient.

Tony Tran

Author Tony Tran

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