Microsoft OneDrive, Teams, and SharePoint In-Depth for Users

Training Materials

All attendees receive a quick reference, as well as links to the most important articles in Microsoft documentation.

Software Requirements

• A full installation of Microsoft 365, including OneDrive and MS Teams
• Please also provide a login account for Ascendient Learning’s instructor to access your Microsoft 365 environment (including your SharePoint Online).
• If the desktop versions of OneDrive and Teams cannot be installed, we could have students use these tools via the Office.com portal during the training.

Outline

• Introduction
• Getting Started with OneDrive
  • What are cloud files and where are they saved?
  • Getting familiar with the app interface and navigation
• Creating and uploading files and folders
  • Creating files from the OneDrive web app
  • Creating files from Office desktop and web apps (Word, Excel, PowerPoint and OneNote)
  • Organizing files with folders and subfolders
  • Uploading files and folders
• Working in a file together
  • Sharing a file from an app
  • Sharing a file as an email attachment
  • Coauthoring in a file together
  • Managing file versions
  • Managing file permissions
  • Moving and copying files
• Sorting, filtering, and searching files
  • Sorting document library contents
  • Filtering document library contents
  • Searching for files by keyword, filetype and date modified.
• Deleting and restoring files
  • Deleting files
  • Recovering files
• Working with files offline
  • Syncing a document library to computer
  • Making changes offline
  • Managing storage
• Working remotely with the mobile app
  • Accessing the app
  • Capturing a document with the Scan feature
  • Setting files for offline work
  • Working with Shared Libraries
  • Customizing notifications
  • Finding content
• Getting Started with Teams and SharePoint Online
  • What is Microsoft Teams
  • Getting familiar with the app interface and navigation
• Creating a team
  • Create a team from scratch
  • Create a team based on an existing team
• Creating collaborative communications
  • Starting and replying to channel Conversations
    • Forwarding an email to a team channel
    • Sharing a channel conversation to an email
    • Formatting a channel post as an announcement or a message
    • Sending a message to multiple channels
    • Add a form or Polly survey to a conversation
  • Private 1:1 and group chatting
    • Send an urgent chat message
    • Share a OneDrive file for collaboration
    • Hide and show chats
    • Pin a chat
• Customizing settings
  • Customize language and applications preferences
  • Customize channel, chat and meeting notifications
  • Working with the Activity Feed
• Working with apps in team channels (instead of app-to-app switching)
  • Adding a OneNote notebook to a team and pinning a specific section to each channel
  • Adding a plan (Planner) to a team channel to keep a team organized and up to date.
  • Tracking shared plans, edit multiple tasks using List view, and filter tasks in the Tasks app
  • Adding a Power BI report to a channel
• Working with apps personally (instead of app-to-app switching)
  • Taking notes with OneNote
  • Managing individual and shared tasks with the Planner (Tasks) app
  • Connect Yammer Communities and collaborate from the Teams app
  • Accessing videos in Stream
  • Working with OneDrive files
• Managing and facilitating engaging Teams meetings
  • Creating private and channel meetings – what are the differences, where is content stored and accessed.
  • Customizing meeting settings – who waits in lobby, who can present
  • Chatting before the meeting starts
  • Customizing meeting notifications
  • Taking meeting notes with Wiki
  • Recording a meeting
  • Sharing content (a window, app, video with sound or Whiteboard)
  • Polling attendees with Microsoft Forms in the meeting chat
• Getting better search results
  • Searching with keywords and filtering results.
• Automating communications in Microsoft Teams with chat bots and connectors
  • Setting up the RSS feed connector in a channel conversation to update a team automatically about specific content on a recurring basis.
  • Setting up a news digest with the Bing News connector to update a team on a recurring basis about specific topics.
  • Scheduling 1:1 or small group meetings with Secretary bot.
  • Getting answers to questions about people, projects, and topics from the Who bot.
• Automating workflows with Power Automate
  • Saving email attachments to OneDrive
  • Create a new task for high priority emails
  • Start an approval process when a new file is added to a SharePoint document library
  • Notify the team when a new form response is received
• Working with Teams and SharePoint Online
  • Moving and copying team files to another team from SharePoint Online
  • Viewing pages, collaborating on lists and working with files from existing SharePoint sites in a team channel.
  • Syncing SharePoint and Teams locally
  • Managing version history of channel files – view with changes, restore, delete, make a copy.
• Working remotely with the Microsoft Teams mobile app
  • Collaborating in team channels
  • Chatting privately
  • Attending meetings
  • Customizing notifications
  • Capturing content with the camera
• Using Microsoft Teams productivity shortcuts and help
  • Use Command Box and keyboard shortcuts
  • Use the built-in Help resources
  • Give feedback
  • Suggest new or improved features
• Conclusion