Microsoft 365 Document Management Workshop

Course subjects

Module 1 – Introduction to M365 and the GPF

• Microsoft 365 Overview

• Web Apps vs Desktop Apps

• Teams vs SharePoint Online vs OneDrive for Business

• When do I use which tool?

• M365 Good Practice Framework

• Summary

Module 2 – Working with Files

• One Drive for Business

  • Document Management* in OneDrive

• SharePoint Online

  • SharePoint Team Sites

  • Document Libraries

  • Document Management* in SharePoint

  • Check In / Check Out

• Microsoft Teams

  • Document Management* in Teams

  • Using the Files Tab in Teams

• Version control in all three apps

• Summary

* Document Management covers uploading, creating, saving, organising, opening, moving, copying, and deleting files

Module 3 – Searching, Filtering and Collaboration

• Microsoft Search

• Searching in Teams

• Sorting and Filtering Files in Teams

• Sorting and Filtering a Document Library

• Collaboration in M365

• Co-authoring

• Summary

Module 4 – Sharing, Security and Permissions

• Best practices for document security

• SharePoint Security Inheritance

• Sharing in SharePoint and OneDrive

• Sharing Permissions

• Sharing Files from Teams

• Best Practices for Sharing

• Summary