Microsoft 365 Essentials
Microsoft 365 Essentials
Microsoft 365 is Microsoft’s cloud-based suite of productivity tools designed to help
professionals work smarter and collaborate more effectively. It includes the well-known Office
apps of Excel, Word, and PowerPoint, as well as collaboration and productivity tools such as
Teams, Planner, SharePoint Online, Power Automate, and Copilot. These cloud-based apps
allow users to access files and content securely from anywhere, enabling real-time
collaboration and improved productivity in the workplace.
Learning Outcomes
• Confidently navigate Microsoft 365 and its core features
• Communicate and collaborate effectively using Outlook and Teams
• Store, share, and manage files securely with OneDrive and SharePoint
• Use productivity apps like Forms, OneNote, Planner, and Loop
• Apply Copilot Chat responsibly to improve productivity
Course Subjects
• Signing in and navigating office.com
• Exploring the homepage: search, app catalogue, user settings, Copilot Chat
• Pinning frequently used apps
• Benefits of secure cloud file storage
• Understanding Teams, Channels, and Chats
• Creating teams and adding members
• Sensitivity labels and role assignments
• Scheduling meetings and using meeting tools (chat, reactions, notes, Copilot,
sharing)
• Mock meetings and role-play exercises
• Inbox and interface walkthrough
• Email management: rules, quick steps, workspace organisation
• Calendar: scheduling and tracking meetings, tasks, and reminders
• Flagging important emails and integrating with Planner
• Uploading, creating, and organising files in OneDrive
• Setting up folders and naming conventions
• Applying filters and file management best practices
• SharePoint basics: navigation, libraries, permissions
• Securely sharing files and restoring previous versions
• Creating and sharing forms with Microsoft Forms
• Setting up and using OneNote notebooks, sections, and pages
• Creating and tracking tasks in Planner: assignments, labels, due dates
• Introduction to Loop for real-time collaboration
• Syncing notes and tasks across apps
• Introduction to Copilot Chat and licence types
• Effective prompting: goals, context, expectations
• Exercises: drafting emails, summarising documents, listing project risks
• Recognising limitations and verifying AI outputs
• Review of key concepts from each module
• Group challenges and troubleshooting
• Scenario-based quizzes
• Further resources for continued learning
The above topics may include additional information and further insight depending
on the audience