Office 365 for Beginners
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Presented at Collab365 Global Conference on 8 October 2015
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Office 365 for Beginners
- 1. Online Conference June 17th and 18th 2015 WWW.COLLAB365.EVENTS Office 365 for Beginners
- 2. WWW.COLLAB365.EVENTS Veronique Palmer Lets Collaborate Email : Veronique@letscollaborate.co.za Twitter : @letscollabza, @veroniquepalmer Facebook : Veronique Free Spirit LinkedIn : Veronique Palmer Managing Member 5 times SharePoint MVP User Adoption Specialist Activist and Environmentalist Contact Details
- 3. WWW.COLLAB365.EVENTS Session Audience ā¢ Business less than 10 people ā¢ One man bands ā¢ Technically challenged ā¢ Interested beginners
- 5. WWW.COLLAB365.EVENTS 58 products under the banner
- 16. WWW.COLLAB365.EVENTS Skype ā¦All of the AboveBI
- 17. WWW.COLLAB365.EVENTS Most small businesses just need : ā¢ A way to communicate with their team ā¢ A secure place to store documents ā¢ The ability to share documents with their team and/or customers and/or partners ā¢ Mobile access ā¢ Email ā¢ Website
- 18. WWW.COLLAB365.EVENTS Is Office 365 for Business the way to go?
- 19. WWW.COLLAB365.EVENTS Source : https://blogs.office.com/2015/09/04/office-365-news-roundup-12/ 15 million subscribers A million more signing up monthly 50 000 new SMBās sign up monthly Controls more the 25% of the enterprise market
- 20. WWW.COLLAB365.EVENTS Short Version Buy the products you need separately as you need them Or buy the whole lot prepacked in E3
- 25. WWW.COLLAB365.EVENTS 30 Day, 25 User Trials on Some Packages, Yay
- 26. WWW.COLLAB365.EVENTS Letās Set One Up!! E3 https://products.office.com/en-za/business/office- 365-enterprise-e3-business-software
- 28. WWW.COLLAB365.EVENTS If you just want to test Office 365, donāt use your real company name ā use a fake company or you wonāt be able to use it again on the real version you sign up for
- 33. WWW.COLLAB365.EVENTS The portal configures itself
- 35. WWW.COLLAB365.EVENTS All portals get Admin dashboards to manage the account (tenant)
- 36. WWW.COLLAB365.EVENTS ā¢ Buy licenses ā¢ Add users ā¢ Assign licenses to them
- 38. WWW.COLLAB365.EVENTS Doesnāt tell you which users have expired though and been assigned though, need to check one by one
- 39. WWW.COLLAB365.EVENTS Donāt forget to renew credit card details
- 40. WWW.COLLAB365.EVENTS Buy on demand, some let you pay monthly, some annually
- 42. WWW.COLLAB365.EVENTS Select the user and edit details as required, or double click their name under Display Name to see more details
- 48. WWW.COLLAB365.EVENTS For advanced settings, importing emails, domain mapping ā phone a friend!
- 49. WWW.COLLAB365.EVENTS Messages not emailed! Need to check manually ā¦Ugh!
- 52. WWW.COLLAB365.EVENTS Access SharePoint from the top left app icon and click Sites
- 53. WWW.COLLAB365.EVENTS It will default to OneDrive at first click. Fix once off setting up of time zone and language first.
- 55. WWW.COLLAB365.EVENTS Click the app suite icon to jump between apps and get to SharePoint (Sites)
- 56. WWW.COLLAB365.EVENTS The Team Site icon and link goes to the default home page of your intranet
- 57. WWW.COLLAB365.EVENTS A default SharePoint 2013 Enterprise team site to be configured into your companyās intranet
- 58. WWW.COLLAB365.EVENTS You donāt need the get started blocks, remove them
- 59. WWW.COLLAB365.EVENTS The main menu is the Settings cog on the top right
- 60. WWW.COLLAB365.EVENTS There are plenty of settings to be configured and used ā this is not for amateurs, get proper training
- 61. WWW.COLLAB365.EVENTS If you canāt find something, Site Contents is the first place to look ā or search for it
- 66. WWW.COLLAB365.EVENTS Lots of document management options available
- 75. WWW.COLLAB365.EVENTS Standard Views are most used
- 78. WWW.COLLAB365.EVENTS Permissions on your intranet is where it starts getting trickyā¦
- 79. WWW.COLLAB365.EVENTS Use SharePoint for : ā¢ Automate business processes ā¢ Team, events and training calendars ā¢ Research and knowledge sharing portal ā¢ Project management and dashboards ā¢ Timesheets ā¢ Supplier and client databases ā¢ Helpdesks ā¢ etc etc etc ā¢ Team discussions ā¢ Policies, procedures and standards ā¢ Imparting values, mission and vision ā¢ Templates ā¢ Corporate identity docs ā¢ Managing invoices and statements ā¢ Manage expense claims and cashflow ā¢ Converting paper forms to online forms ā¢ Assigning tasks ā¢ HB ā payslips, letters of appointment
- 80. WWW.COLLAB365.EVENTS Some apps donāt play nicely with others ā you need a content management strategy
- 81. WWW.COLLAB365.EVENTS But that dear friends, is a very long story for another day
- 82. WWW.COLLAB365.EVENTS Access SharePoint directly by typing thecompanynameyouregistered.sharepoint.com
- 83. WWW.COLLAB365.EVENTS Groups vs Team Sites Governance Considerations Outlook
- 84. WWW.COLLAB365.EVENTS OneDrive vs Team Sites vs Extranet Governance Considerations OneDrive
- 85. WWW.COLLAB365.EVENTS PROS ā¢ Very low barrier to entry ā¢ No hardware considerations ā¢ Latest version of software always ā¢ Pay for what you use ā¢ Lots of space (50GB mailboxes etc) ā¢ One stop shopping ā¢ Work from anywhere, anytime on any device ā¢ Everything is configurable
- 86. WWW.COLLAB365.EVENTS CONS ā¢ Too many options and conflicting governance ā¢ All your data is on someone elseās servers ā¢ No internet = no business ā¢ No control or notification on what features are activated when ā¢ Always on bleeding edge of technology ā¢ May need professional services to configure SharePoint and some Office 365 settings
- 87. WWW.COLLAB365.EVENTS Next Steps ā¢ Understand your problem ā¢ Investigate the options ā¢ Phone Microsoft if unsure ā¢ Start small ā¢ Get training ā¢ Plan for adoption
- 89. WWW.COLLAB365.EVENTS Stay tuned for more great sessions ā¦ Thanks for watching!
- 90. WWW.COLLAB365.EVENTS Microsoft Office 2016 Training Videos https://support.office.com/en-gb/article/Office-Training-Center-b8f02f81-ec85-4493-a39b-4c48e6bc4bfb?ui=en-US&rs=en-GB&ad=GB Office 365 Training Videos https://support.office.com/en-gb/article/Office-365-training-396b8d9e-e118-42d0-8a0d-87d1f2f055fb Office 365 for Business Use Plans and Pricing https://products.office.com/en-za/business/compare-office-365-for-business-plans Office 365 for Home / Personal Use Plans and Pricing https://products.office.com/en-za/whats-new-office SharePoint Online and SharePoint Server Only Plans and Pricing https://products.office.com/en-za/SharePoint/compare-sharepoint-plans?legRedir=true&CorrelationId=b654b5c9-5e2a-44d2-9701-f00978ba044a Office 365 FAQ https://products.office.com/en-za/business/microsoft-office-365-frequently-asked-questions Offic3 365 Guides http://labs.officeignite.com/Office%20365%20Guides.htm Set Up Office 365 End to End https://support.office.com/en-gb/article/Set-up-Office-365-for-business-6a3a29a0-e616-4713-99d1-15eda62d04fa Office 365 Customer Success Centre https://success.office.com/en-us Office 365 Roadmap http://roadmap.office.com/en-us Making SharePoint More Effective http://www.letscollaborate.co.za/making-sharepoint-effective/ SharePoint 2013 Help https://support.office.com/en-GB/search/results?query=sharepoint%202013&lcid=2057 SharePoint Guides http://labs.officeignite.com/SharePoint%20Guides.htm Resources