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Microsoft 365 Document Management Workshop

  • Length 1 day
  • Price $880 inc GST
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 DDLS 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

  • Check in-check out

  • Version control

  • Sharing

  • Security and permissions management

  • Search and filter

  • Collaboration


Microsoft at DDLS

DDLS is your best choice for training and certification in any of Microsoft’s leading technologies and services. We’ve been delivering effective training across all Microsoft products for over 30 years, and are proud to be Australia’s First and largest Microsoft Gold Learning Solutions Partner. All DDLS Microsoft courses follow Microsoft Official Curriculum (MOC) and are led by Microsoft Certified Trainers. Join more than 5,000 students who attend our quality Microsoft courses every year.


Stay ahead of the technology curve

Don’t let your tech outpace the skills of your people

Quality instructors and content

Expert instructors with real world experience and the latest vendor- approved in-depth course content.

Partner-Preferred Supplier

Chosen and awarded by the world’s leading vendors as preferred training partner.

Ahead of the technology curve

No matter your chosen technologies or platforms, we can help you stay one step ahead.

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 GPF

  • M365 Overview

  • Teams vs SharePoint Online vs OneDrive for Business

  • When do I use which tool?

  • M365 Good Practice Framework

  • Summary

Module 2 – Check In/Out and Version Control

  • Introduction

  • Creating new files

  • Uploading existing files

  • Content approval

  • Major and minor versioning

  • Summary

Module 3 – Search and Filter, Collaboration

  • Introduction

  • Searching in M365

  • Filtering search results

  • Searching sites

  • Searching lists and libraries

  • Searching Teams

  • Collaboration in M365

  • Co-authoring

  • Comments and @mentions

  • Summary

Module 4 – Sharing, Security and Permissions

  • Introduction

  • Best practice for security

  • Security inheritance

  • Managing access to SharePoint

  • Sharing a site

  • Sharing a file

  • Customising SharePoint security

  • Creating permission levels

  • Summary


Prerequisites

None.


Terms & Conditions

The supply of this course by DDLS 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.



Request Course Information

By submitting an enquiry, you agree to our privacy policy and receiving email and other forms of communication from us. You can opt-out at any time.