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Online Conference
June 17th and 18th 2015
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Office 365 for Beginners
Veronique PalmerLets Collaborate
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Veronique PalmerLets Collaborate
Email : [email protected] : @letscollabza, @veroniquepalmerFacebook : Veronique Free SpiritLinkedIn : Veronique Palmer
Managing Member 5 times SharePoint MVPUser Adoption SpecialistActivist and Environmentalist
Contact Details
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Session Audience • Business less than 10 people• One man bands• Technically challenged• Interested beginners
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Decisions Decisions Decisions
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58 products under the
banner
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Education
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…
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Stop!Why are you
Buying?
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EmailMicrosoft
Office
Skype
Document Management
…All of the Above
Collaboration
BI
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Most small businesses just need :• A way to communicate with their team• A secure place to store documents• The ability to share documents with their
team and/or customers and/or partners• Mobile access• Email• Website
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Is Office 365 for
Business the way to
go?
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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 SMB’s sign up monthly
Controls more the 25% of the enterprise market
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Short VersionBuy the
products you need
separately as you need
them
Or buy the whole lot
prepacked in E3
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BUT!
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30 Day, 25 User Trials on Some Packages, Yay
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Let’s Set One Up!!E3
https://products.office.com/en-za/business/office-365-enterprise-e3-business-software
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If you just want to test Office 365, don’t use your real company name – use a fake company or you won’t be able to use it again on the real version you sign up for
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High security, or…
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A few minutes is all it takes
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Check for
confirmation
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The portal configures itself
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All done
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All portals get Admin dashboards to manage the
account (tenant)
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• Buy licenses• Add users• Assign licenses to
them
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Doesn’t tell you which users have expired though and been
assigned though, need to check one by one
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Don’t forget to renew credit card details
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Buy on demand, some let you pay monthly, some annually
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Select the user and edit details as required, or
double click their name under Display Name to see
more details
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etc
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For advanced settings, importing
emails, domain mapping –
phone a friend!
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Messages not emailed! Need to check manually
…Ugh!
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Be ready!
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Access SharePoint from the top left app icon and click Sites
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It will default to OneDrive at first click. Fix once off setting up of time zone and language first.
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Click the app suite icon to jump between apps and get to SharePoint (Sites)
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The Team Site icon and link goes to the default
home page of your intranet
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A default SharePoint 2013 Enterprise team site to be configured into your company’s intranet
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You don’t need the get started blocks, remove them
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The main menu is the Settings cog on the top right
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There are plenty of settings to be configured and
used – this is not for amateurs, get proper training
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If you can’t find something, Site Contents is the first place to look – or search for it
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Recycle Bin in case
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Lots of document management options
available
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Sharing rocks!
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Standard Views are most used
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Make SharePoint work for you
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Permissions on your intranet is where it
starts getting tricky…
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Use SharePoint for :• Automate business
processes• Team, events and training
calendars• Research and knowledge
sharing portal• Project management and
dashboards• Timesheets• Supplier and client
databases• Helpdesks• etc etc etc
• Team discussions• Policies, procedures and
standards• Imparting values, mission and
vision• Templates• Corporate identity docs• Managing invoices and
statements• Manage expense claims and
cashflow• Converting paper forms to
online forms• Assigning tasks• HB – payslips, letters of
appointment
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Some apps don’t play nicely with others – you need a content
management strategy
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But that dear friends, is a very long story for
another day
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Access SharePoint directly by typingthecompanynameyouregistered.sharepoint.com
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Groups vs Team Sites Governance Considerations
Outlook
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OneDrive vs Team Sites vs Extranet Governance Considerations
OneDrive
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PROS• Very low barrier to entry• No hardware considerations• Latest version of software always• Pay for what you use• Lots of space (50GB mailboxes etc)• One stop shopping• Work from anywhere, anytime on any
device• Everything is configurable
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CONS• Too many options and conflicting
governance• All your data is on someone else’s
servers• No internet = no business• No control or notification on what
features are activated when• Always on bleeding edge of
technology• May need professional services to
configure SharePoint and some Office 365 settings
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Next Steps• Understand your
problem• Investigate the
options• Phone Microsoft if
unsure• Start small• Get training• Plan for adoption
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Ongoing commitment
is required
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Stay tuned for more great sessions …
Thanks for watching!
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Microsoft Office 2016 Training Videoshttps://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 Videoshttps://support.office.com/en-gb/article/Office-365-training-396b8d9e-e118-42d0-8a0d-87d1f2f055fb
Office 365 for Business Use Plans and Pricinghttps://products.office.com/en-za/business/compare-office-365-for-business-plans
Office 365 for Home / Personal Use Plans and Pricinghttps://products.office.com/en-za/whats-new-office
SharePoint Online and SharePoint Server Only Plans and Pricinghttps://products.office.com/en-za/SharePoint/compare-sharepoint-plans?legRedir=true&CorrelationId=b654b5c9-5e2a-44d2-9701-f00978ba044a
Office 365 FAQhttps://products.office.com/en-za/business/microsoft-office-365-frequently-asked-questions
Offic3 365 Guideshttp://labs.officeignite.com/Office%20365%20Guides.htm
Set Up Office 365 End to Endhttps://support.office.com/en-gb/article/Set-up-Office-365-for-business-6a3a29a0-e616-4713-99d1-15eda62d04fa
Office 365 Customer Success Centrehttps://success.office.com/en-us
Office 365 Roadmaphttp://roadmap.office.com/en-us
Making SharePoint More Effectivehttp://www.letscollaborate.co.za/making-sharepoint-effective/
SharePoint 2013 Helphttps://support.office.com/en-GB/search/results?query=sharepoint%202013&lcid=2057
SharePoint Guideshttp://labs.officeignite.com/SharePoint%20Guides.htm
Reso
urce
s
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Cheers from sunny
South Africa!!