Moving to Microsoft 365

About this Course

This course is designed for organisations migrating to Microsoft 365 and plan to use its document management features. Once completed, you will have a great overview of the document management aspects of OneDrive, SharePoint and Teams.

The course is ideal for organisations in the following circumstances:

• Migrating from Google Drive/Dropbox to 365
• Migrating from an on-premise server to 365
• The need to quickly upskill due to an immediate migration
• If End Users have not been formally trained

Module 1 - Microsoft 365 Overview

• The difference use cases for SharePoint, OneDrive and Teams
• How they are different to a traditional on-premise server

Module 2 - SharePoint Basics

• Different SharePoint sites
• SharePoint document libraries
• Syncing Files to your file explorer
• Versioning
• Co-authoring
• SharePoint permissions
• Sharing files via links

Module 3 - OneDrive for Business

• The importance of OneDrive
• Accessing OneDrive in the browser, file explorer, and Teams
• Uploading files
• Syncing Files to your file explorer
• Sharing Files via links

Module 4 - Teams and collaboration

• Understanding Teams as a 'platform'
• Creating a Team
• Permissions for Owners, Members, and Guests
• How Teams and SharePoint are connected via Document Libraries
• Syncing Teams Files to your file explorer

Module 5 - Managing documents in Microsoft 365

• When to save files to OneDrive, SharePoint or Teams
• Moving files between OneDrive, SharePoint and Teams
• Using the browser to access files in OneDrive, SharePoint and Teams
• Deleting OneDrive accounts, SharePoint sites, and Teams

Learning Outcomes

• Confidently navigate Microsoft 365’s document management tools
• Understand where and how to store, share, and manage documents securely
• Apply best practices for file versioning, syncing, and collaboration
• Set appropriate permissions and sharing settings for internal and external users
• Support their organisation’s transition to Microsoft 365 with practical, hands-on knowledge
• Reduce reliance on IT support by managing their own files and workspaces effectively

Who should attend this course?

This course is suitable for managers, team leaders, administrative staff, project teams and employees who are moving from traditional file shares and email-based working to Microsoft 365.

Is this course suitable for beginners?

Yes. The course is designed for users who are new to Microsoft 365 as well as those who want a better understanding of how the various Microsoft 365 applications work together.

What will I learn on this course?

Participants will learn how Microsoft 365 applications such as Teams, SharePoint, OneDrive and Outlook work together to support communication, collaboration and document management.

Does the course cover Microsoft Teams?

Yes. The course explains how Teams can be used for chat, meetings, collaboration and file sharing, and how it integrates with SharePoint and OneDrive.

Will I learn about OneDrive and SharePoint?

Yes. You will learn when to use OneDrive for personal files, when to use SharePoint for team documents, and how the two services work together.

How long is the course?

The duration can be tailored to your organisation's needs and can be delivered as a short overview session, a half-day workshop or a full-day training programme.

Can the course be customised for our organisation?

Yes. Examples, demonstrations and exercises can be adapted to reflect your organisation's business processes, document management requirements and ways of working.

Will the course help with user adoption?

Yes. The course focuses not only on the technology but also on helping users understand new ways of working, encouraging successful adoption of Microsoft 365.

Is the training delivered online or in person?

Training can be delivered online via Microsoft Teams or onsite at your organisation's premises.

Do participants receive course materials?

Yes. Participants receive supporting materials and practical guidance that they can refer to after the course has finished.

What are the benefits of attending this course?

Attendees gain a clear understanding of Microsoft 365, learn best practices for collaboration and document management, and develop confidence in using Microsoft 365 effectively in their daily work.