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Office 365 for Beginners

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Online Conference June 17 th and 18 th 2015 WWW.COLLAB365.EVENTS Office 365 for Beginners Veronique Palmer Lets Collaborate
Transcript
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 Online Conference

 June 17th and 18th 2015

WWW.COLLAB365.EVENTS

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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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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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

email

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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!!


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