Collaborating in Microsoft 365

Name: Collaborating in Microsoft 365
Rating: 3.9 (16 reviews)

Effective teamwork with Microsoft 365: Teams, Viva Engage, Lists, document co-authoring, and more.

Created byIntellezy Trainers

Last updated 4/2025

English

English [Auto],

What you'll learn

Identify the benefits of using MS365 as a collaboration tools in a remote work environment.
Recognize the multiple locations in which they can collaborate on a document such as Word and OneDrive.
Differentiate the ways to share a document in 365.
Demonstrate how to create, share, and assign tasks within a plan.
Develop MS365 resources via their portable devices.
Facilitate meetings and provide feedback in Yammer, Outlook and Teams.
Evaluate the effectiveness of collaboration tools and techniques in different organizational scenarios

Course content

9 sections • 22 lectures • 1h 35m total length

Welcome and Introduction0:46
Explore collaboration in Microsoft 365 with Teams, OneDrive, SharePoint, and Viva suite, through a basic overview of key features that enhance teamwork.

Scheduling Assistant in Outlook5:35
Learn how the scheduling assistant in Outlook (and Teams) streamlines meeting planning by syncing attendee calendars, showing availability across time zones, and proposing optimal times for everyone.
Scheduling Assistant in Teams2:48
Learn to use the scheduling assistant in Teams to schedule meetings from the Teams calendar, sync with Outlook, invite attendees, and view time zone conversions to optimize collaboration.
Creating Scheduling Polls10:39
Learn how to create and use scheduling polls in Outlook calendar to collect attendees' availability, vote on times, and automatically schedule the meeting when a consensus is reached.
OneNote Agendas and Meeting Details7:29
Learn to create and assign tasks and agenda items in OneNote for meeting preparation. Link Outlook tasks and meeting details from OneNote to Teams, enabling sharing, assignments, and progress tracking.
Meeting Notes, and Follow Up Tasks Using Loop in Meetings5:52
Explore loop components in Teams meetings to create agendas, notes, and follow-up tasks. Collaborate in real time, assign dates, share access, and copy components for before and after meeting prep.

Co Authoring7:40
Co-authoring in the Microsoft 365 cloud enables real-time collaboration across Word, Excel, and PowerPoint, showing who is typing, tracking changes, and accessing version histories.
Co Authoring in Teams2:24
Explore how co-authoring in Microsoft Teams enables real-time collaboration directly within Teams, using OneDrive files, and keeping changes synchronized across channels.
Working with Version History4:42
Explore version history in Microsoft 365 to recover earlier document versions after edits, view changes by collaborators, and restore files while co-authoring in the cloud.
Checking Out Files in Teams4:57
Check out files in Teams to safeguard edits and maintain ownership during collaboration. Learn to locate the checkout option, verify status, and check in with a descriptive comment.

Getting Feedback in Teams3:15
Explore how to get feedback in Microsoft Teams by using conversation posts to schedule meetings, attach files, and foster discussion with comments and reactions in a project planning channel.
Communicating in Viva Engage4:14
Explore how to collaborate in Microsoft 365 with Viva Engage by creating a new community, inviting teammates, configuring privacy, and enabling Q&A with topics, discussions, polls, and expert responses.
Working with Microsoft Updates4:34
Learn to request and collect team updates in Microsoft Teams, attach files from OneDrive, and track weekly and submission status with built-in templates.
Working with Polls4:18
Learn to create and use polls in Microsoft 365 across chats, meetings, and posts to collect team preferences, preview options, and view results via forms integration.
Working with Viva Pulse4:06
Explore how to set up and send Viva Pulse surveys in Microsoft Teams, including templates, questions, scheduling, and tracking responses in the usage dashboard. Monitor pulse participation and responses.

What is Planner?1:16
Explore planner as a basic collaboration tool in Microsoft 365, creating plans, organizing and assigning tasks, sharing files, and chatting with progress updates.
Using Planner Tools4:55
Use planner's schedule and charts to visualize due dates, track status and assignees, and balance workload. Reassign unassigned tasks and adjust deadlines to keep the project on track.
Creating Workflows3:32
Learn to build workflows in Power Automate to notify a team when Planner tasks change and to create a to-do task from messages.

Comparing SharePoint and OneDrive6:35
Compare SharePoint and OneDrive within the Microsoft 365 ecosystem, highlighting when to use each for collaboration and privacy, and how teams and personal libraries interconnect for seamless file sharing.
Best Practices with Teams and Channels4:17
Explore how to structure teams and channels in Microsoft Teams, differentiate a team from a channel, customize channels, manage access and moderation, and create topic-focused channels within a larger team.

Requirements

Basic knowledge of the Microsoft 365 Suite
Access to a computer with internet connectivity and the Microsoft 365 applications

Description

This comprehensive course is designed to provide an in-depth overview of the Microsoft 365 suite, focusing on its powerful collaboration tools and features. Participants will learn how to effectively work both online and offline, ensuring seamless productivity regardless of their internet connectivity. The course emphasizes the importance of collaboration, guiding students through various methods and best practices for working together with colleagues and team members.

Throughout the course, users will engage in hands-on activities that include creating a detailed plan, developing and sharing documents, and mastering the art of collaboration within Microsoft Teams. By the end of the course, participants will have a solid understanding of how to co-author documents in real time using Microsoft 365, allowing for efficient and synchronized teamwork.

In addition to document collaboration, the course will cover the use of Viva Engage and Teams as platforms for gathering feedback and fostering open communication within an organization. Students will learn how to leverage these tools to create a more interactive and responsive work environment. Furthermore, the course will introduce Microsoft Lists, a versatile tool that helps streamline project management by enabling better delegation and tracking of tasks.

Overall, this course aims to equip students with the knowledge and skills needed to harness the full potential of Microsoft 365 for enhanced collaboration and productivity. Whether working on individual projects or as part of a team, participants will leave the course with practical experience and confidence in using Microsoft 365 to achieve their goals.

Who this course is for:

Professionals who need to enhance their skills in using MS365 for collaboration. Ideal for those familiar with basic MS365 functionalities and seeking to streamline communication and productivity in various organizational settings.

Collaborating in Microsoft 365

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 1min

Overview1 lecture • 1min

Collaborating on Meetings5 lectures • 32min

Co-Authoring4 lectures • 20min

Feedback & Communication5 lectures • 20min

Managing Workflows3 lectures • 10min

Best Practices2 lectures • 11min

Conclusion1 lecture • 1min