Microsoft 365 Document Management Workshop
Microsoft 365 Document Management Workshop
This one-day workshop will help you understand the differences and similarities between the
three main Microsoft 365 collaboration tools, namely Teams, SharePoint Online and OneDrive
for Business. You will then be guided through how to do Document Management in each.
Learning Outcomes
• Document management
• File check in / check out
• Version control
• Sharing
• Security and permissions management
• Searching and filtering
• Collaboration
Course Subjects
• Microsoft 365 Overview
• Web Apps vs Desktop Apps
• Teams vs SharePoint Online vs OneDrive for Business
• When do I use which tool?
• M365 Good Practice Framework
• One Drive for Business
- Document Management* in OneDrive
• SharePoint Online
- SharePoint Team Sites
- Document Libraries
- Document Management* in SharePoint
- Check In / Check Out
• Microsoft Teams
- Document Management* in Teams
- Using the Files Tab in Teams
• Version control in all three apps
• Microsoft Search
• Searching in Teams
• Sorting and Filtering Files in Teams
• Sorting and Filtering a Document Library
• Collaboration in M365
• Co-authoring
• Best practices for document security
• SharePoint Security Inheritance
• Sharing in SharePoint and OneDrive
• Sharing Permissions
• Sharing Files from Teams
• Best Practices for Sharing
The above topics may include additional information and further insight depending
on the audience