Moving To Microsoft 365 course

Introduction

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

By the end of this course, participants will be able to:

• 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