Microsoft 365 - The Complete Beginner's Guide

Sign in to the Microsoft 365 portal using your email and password, with a remember me option, and sign out by clicking your profile picture in the top right.

Explore the Microsoft 365 interface by navigating the home page, using three-dot menus, and applying filters, favorites, and personalized layouts across online and desktop apps, with universal search.

Install the Microsoft 365 full version apps from the portal to access continuously updated desktop tools like Word, Excel, and PowerPoint. Word Online supports on-the-go work; mail merge isn't available.

Create and organize Outlook folders and subfolders to keep your inbox under control, using custom folders, numbering for order, and rules to auto-move messages toward inbox zero.

Learn to use focused inbox and sweep in Outlook to automatically sort emails into focused and other folders, and to create sweep rules that move or manage messages.

Learn how to flag and categorize emails in Microsoft 365 to manage your inbox, set follow-ups and to-do items, and quickly search by customized categories.

Learn the difference between deleting and archiving in Outlook online: deleting moves items to the deleted items folder, while archiving saves space by moving messages to an archive folder.

Learn to create and manage Outlook email signatures, including multiple signatures and applying them to new messages or replies, with formatted contact details and optional images.

Outlook rules manage incoming messages by pairing conditions with actions, like moving emails from Adele to a folder or categorizing and flagging messages from Alex to boost inbox efficiency.

Explore the Outlook Online calendar layout and views, including merging multiple calendars and weather, and learn to customize working hours, time zones, and appearance.

Learn how to share your calendar in Microsoft 365, assign permissions, from view only when busy to view all details, edit, or delegate, and open other calendars.

Export outlook data to a pst file to create backups of emails, calendar items, and contacts, and learn how to export and import using the desktop outlook export wizard.

Learn to quickly jot notes in Microsoft 365 using the OneNote feed and Outlook notes, with sticky notes, basic formatting, image insertion, color, and synchronization across online and desktop versions.

Add and edit contacts in Outlook by creating contact cards, saving details, and emailing from the address book. Organize contacts into lists and groups, then export or import as csv.

Discover OneDrive for business, a cloud-based storage and file-sharing service for enterprises that enables secure document storage, real-time co-authoring, and seamless integration with Microsoft 365 apps.

Learn how OneDrive integrates with Office Online and desktop apps, saving automatically to the cloud and syncing across devices for seamless document access.

Learn how to synchronize OneDrive for Business with File Explorer to access your cloud files directly from your PC, including managing multiple accounts and selective folder syncing.

Learn how to share and co-author Word documents in Microsoft 365 using OneDrive and SharePoint, enabling real-time collaboration online with initials, presence, and access controls.

Deleting files in OneDrive moves them to the recycle bin. You can restore a file to its original folder within 30 days (personal) or 93 days (work or school).

Download practice one.xlsx and practice two.xlsx, upload them to OneDrive, edit practice one in Word Online, synchronize OneDrive to your computer, and set files to online-only to free up space.

Discover how Microsoft 365 groups enable seamless collaboration through centralized communication, shared emails, calendars, and a SharePoint file library, integrated with Teams, Planner, OneNote, and Yammer.

Create a Microsoft 365 group from Outlook Online, set a name and an auto-generated email, choose private or public privacy, add members, and manage group notifications.

Learn to email the Project Bravo group, view its conversations like an inbox, and send messages to the group or to individual members via the global address list.

Set up a shared calendar for the Microsoft 365 group. Add Project Bravo from the directory to Outlook under other calendars, so the team can view and schedule together.

Learn to share files in Microsoft 365 groups by using the SharePoint file library, uploading or creating documents in SharePoint, and collaborating in real time.

Connect third-party apps, like RSS feeds, Jira, or Asana, to a Microsoft 365 group using connectors. Set up authentication and preferences to receive a daily email with Yammer activity.

Create a Microsoft 365 group named QA testing group, invite members, test sending an email to the group via its unique address, and access SharePoint and the team notebook.

Explore Microsoft Teams as a central collaboration hub for chat, audio and video calls, file sharing, and channels, with seamless integration to Word, Excel, PowerPoint, SharePoint, OneDrive, and Outlook.

Create public or private teams in Microsoft Teams, invite or be invited, join by code, or create from existing Microsoft 365 groups or templates, and manage owners and channels.

Post and receive messages in teams by using channels, posts, and the new conversation feature; attach files, emojis, gifs, and stickers, and use formatting, replies, and app mentions.

Learn how to bookmark, edit, and delete messages in Teams, including how to save messages, access saved items, unsave, edit your own messages, and undo deletions.

Explore private messaging in Microsoft Teams by using the chat area for private conversations, with chat and files tabs, plus pin, unread, mute, and notify when available options.

Learn how to manage teams in Microsoft 365: leave, hide, or delete teams, with delete restricted to the team owner and options to rejoin or unhide as needed.

Initiate on-demand video or audio calls in a Teams channel with meet now, configure camera, microphone, and background, invite participants, and use captions, chat, and raise hands for smooth collaboration.

Schedule meetings in Teams and Outlook using the Scheduling Assistant to find free times, invite attendees, and set recording and lobby bypass. Join, view calendar postings, and track attendance.

Learn how PowerPoint Live and Excel Live in Teams enable real-time co-authoring, presenter view options, and collaborative editing with annotation tools, take control, and simultaneous updates.

Create a team in Teams from the 365 group, add channels, post and attach files, integrate an Excel tab named financials, host a PowerPoint Live presentation, and practice whiteboard annotations.

Organize tasks with buckets and kanban-style boards, track progress from to-do to completed, and collaborate by assigning tasks, due dates, attachments, and comments within Microsoft 365.

Explore Microsoft Planner's hub interface, where you create a blank plan like Website Launch, add groups and members, and manage privacy, notifications, and views from grid to schedule.

Rename the to do bucket and create phase buckets, then drag tasks between buckets, assign to me, set due date and priority, and view by bucket.

practice creating a private Microsoft Planner plan for the QA testing group, add five tasks, apply a theme, organize into phase one to phase three buckets, add to Teams.

Create a private SharePoint team site to collaborate, share resources, co-author content, and track project status, linked to a Microsoft 365 group and Teams for real-time chat.

Explore how to work with document libraries and lists in SharePoint, including creating folders, uploading files, viewing in different layouts, syncing with File Explorer, and linking with Teams channels.

Design SharePoint web pages by customizing navigation, adding lists and libraries, and creating news posts. Build rich, multi-section layouts with images, web parts, and flexible column templates.

Redesign the SharePoint online site for the Microsoft 365 Group, QA testing group, by adding a theme, pages, sections, external links, a news post, and images, then publish.

Create a new OneNote notebook called my notes, add sections meetings, important, and ideas with pages, and practice text, images, tables, links, and tags; set pink background with rule lines.

Explore Microsoft Forms in Microsoft 365 to create forms or quizzes, tailor questions (choice, text, rating, date), share and collaborate, collect real-time responses, and embed forms in PowerPoint presentations.

Explore Viva Engage (Yammer) as an enterprise social network that creates communities, posts updates, shares files, and enables private messages, a home feed, and storylines for collaboration.

Create, manage, and share customizable lists in Microsoft Lists, importing from Excel or creating from scratch with blank lists, templates, or an existing list.

Learn to use Microsoft To Do to create and organize tasks with reminders, due dates, subtasks, categories, and flags. Sync with Outlook and manage lists, groups, and sharing for collaboration.

Create a five-question quiz in Microsoft Forms about a topic you enjoy, assign ten points per question, apply a style, and share to collate responses.