Microsoft Lists – better than Excel

About Microsoft Lists

Click here to view our microsoft List course

We have all used Excel for years and it’s the default place to start creating lists of stock items, inventories, assets, and so much more. Lists is an alternative place to collect and store this data

Microsoft Lists is a simple, flexible tool in Microsoft 365 for tracking and organising information. It helps teams manage things like  assets, issues, events, inventory and more—using easy‑to‑customise lists that everyone can access and update. You can create lists from scratch or use templates, add columns, switch between views, and collaborate in real time.

Why you should use Microsoft Lists

When collecting data in Excel invariably information in mistyped, overwritten or deleted simply because not everyone knows how to use Excel and restrictions are not in place

With a Microsoft List information does not need to be added directly to a List but an easy-to-use Form can be completed

Lists cannot be easily renamed, deleted or moved

Lists are easily replicated once you have set up a template

Lists can hold thousands of rows of data

Lists are neat and tidy and very easy to read and understand

Where can you use Microsoft Lists

Lists work seamlessly across Microsoft 365: you can use it in SharePoint, Teams and the Lists app.

List tips

Index columns to improve list performance when filtering and searching for data

Set up automated email reminders when dates are due in a List

Click here to view our microsoft List course

Contact us about Microsoft Lists training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

Microsoft Sway – allows you to create your brochures and guides in Microsoft 365

Click here to find details about our Sway courses

About Sway

Microsoft Sway is a web‑based storytelling and presentation tool included with Microsoft 365. It lets you create visually rich, interactive content—without needing design skills or traditional slide‑based formatting.

Think of it as a modern alternative to PowerPoint for digital-first presentations, newsletters, reports, guides and interactive stories.

Why you should use sway

You can create content effortlessly without a design background using pictures, videos and text

It’s quick and easy to create guides, presentations and multi-media content and share the content within or outside your organisation

Where can you use Sway

Sway is found in Microsoft 365 from the app launcher (waffle). You can collaborate on and share Sway brochures with links to internal and external resources

Contact us about Microsoft Sway training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

Microsoft Power BI – amazing realtime reports and dashboards

Power BI

Our Power BI courses

About Power BI

Power BI is Microsoft’s business analytics platform that turns raw data into interactive dashboards, reports, and data insights

Power BI can connect to many data sources including:

  • Excel
  • SharePoint
  • SQL
  • Third party cloud apps

 

Why you should use Power BI

Reports and dashboards can be added to:

  • SharePoint intranet site
  • Teams Chat and Channels

 

All for instant analytics, no more waiting for the weeks updated spreadsheets to be sent via email which are always out of date.

Power BI provides real time analytics 24/7

Where can you use Power BI

  • Power BI desktop app
  • Power BI Services in Microsoft 365
  • In Teams Chat and Channels
  • Mobile app
  • In SharePoint sites

 

Contact us about Power BI training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

One Note – your electronic notebook

About Microsoft One Note

Click here to view our One Note trainig courses

We have been using One Note for over 10 years to collect notes on meetings, customer interactions, personal notes, holidays, all things Microsoft and so much more. They are all there from years ago, never to be deleted.

We continue to use One Note daily within the business for our CRM system and much more

What is Microsoft One Note

Microsoft OneNote is a digital note‑taking application designed to store all your notes, ideas, plans, and information in one organised place. It works like a virtual notebook with unlimited pages and sections, and it syncs across all your devices so you can access your notes anywhere.

You can create

  • Check Lists
  • Spreadsheets
  • To Do lists,
  • Outlook tasks,
  • Videos

And you can

  • dictate notes,
  • use Loop components
  • With a touch screen you can write notes and convert them to typed text
  • and much more
  •  

Why you should use One Note

Any notes you take will be there forever, nothing is thrown away, you can’t easily delete a One Note notebook, and the search is super-fast.

We have One Note notebooks that are over 11 years old and still search for notes in the notebooks

Where can you use One Note

  • There’s a desktop app, mobile app, Microsoft 365 browser app.
  • SharePoint sites use One Note notebooks
  • Microsoft Teams uses One Note
  • Microsoft 365 CoPilot

One note tips and tricks

  • Create linked notes whilst browsing the internet
  • Divide notebooks in to pages and section for easy navigation

 

Click here to view our One Note training courses

Contact us about One Note training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

SharePoint in Microsoft 365 – in your browser

About SharePoint

Click here to view our SharePoint courses

SharePoint still causes a lot of confusion and we are constantly asked:

  • Why does it take me so long to find anything in SharePoint
  • Why does sync not work all the time
  • I’m never certain who has access to my files in SharePoint, so I keep them on my desktop
  • How can I view my files when I have no internet coverage on a plane
  • Why do I need to keep downloading files to email them.

 

What is SharePoint

SharePoint is Microsoft’s secure, cloud‑based platform for storing, organising and collaborating on files across your organisation. It provides shared “sites” where teams can work together, manage documents, track information in lists, and access content from anywhere. SharePoint makes it easy to store files centrally, control permissions, and keep everyone working from the latest version

Access to documentation in SharePoint is based on SharePoint site membership. If you’re not a member (or owner) of a SharePoint site, you won’t be able to access the documentation.

Where to use SharePoint

We are firmly of the belief that SharePoint should be accessed solely through a browser that way eliminating the need to worry about files syncing. It also provides you with instant access to all the additional features SharePoint has relating to your files including:

  • Check out and in
  • Super quick files search
  • File Sharing
  • Version History
  • Work in browser or desktop version of Excel, Word and PowerPoint
  • Copy and moving files
  • CoPilot actions
  • Automate

 

The only time you need files syncing to your local device is if you know you won’t have any internet coverage, on an airplane or in the middle of a field etc

And in Teams

And for those in the know you can also access your SharePoint files through Microsoft teams, that’s for another day though.

 

Click here to view our SharePoint courses

Contact us about SharePoint training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

Microsoft 365 CoPilot – can it really do that?

About CoPilot 365

Click here to see details of our CoPilot courses

Microsoft 365 Copilot is an AI-powered assistant built directly into the Microsoft 365 apps your teams already use every day. CoPilot work securely with your organisation’s data—emails, documents, files, meetings and more—to help you work faster and more effectively.

From Outlook to Excel, Word, PowerPoint, Teams, SharePoint and OneDrive, Copilot acts like an intelligent work companion, helping you create, refine, summarise, analyse and plan across Microsoft 365.

Microsoft 365 Copilot is an AI assistant built into the apps your teams already use—Outlook, Excel, Word, PowerPoint, Teams and more. It combines powerful AI with your organisation’s content to help you work faster, smarter and with less effort.

What can Copilot do?
Copilot turns everyday tasks into instant wins: it can draft and summarise emails, create documents and presentations, analyse data in Excel, recap meetings in Teams and help you find and understand information across Microsoft 365. It removes busywork so your people can focus on what really matters.

Benefits of using CoPilot

  • Summarise long Email threads, extract tasks instantly from your Inbox, and draft clear replies that match your tone.
  • Ask for trends from Excel data, create formulas, clean up columns, and pull insights without starting from a blank sheet.
  • Generate first draft documentation in Word, refine language, compare multiple documents and extract risks and benefits
  • Turn content into effective presentations with speaker notes.
  • Summarise Teams meeting discussions instantly, capture next step tasks, and follow up automatically.
  • Find, compare and summarise files across SharePoint and OneDrive. Get answers from documents and slides without opening each one.
  •  

CoPilot prompting

Prompting is the key to success with AI and here are a couple of frameworks to work with when creating your prompt:

GCSE

Goal: What response do you want from CoPilot

Cotext: Why do you need it and who is involved

Source: which information sources or samples and files should CoPilot use

Expectations: Hw should CoPilot respond to best meet your expectations

TCCTO

Task: What you want

Context: Background Copilot needs

Constraints: Rules, limits, or exclusions

Tone: Professional, concise, friendly, etc.

Output: Format (table, bullets, email draft, etc.)

 

CoPilot Tips

If you’re struggling to come up with a suitable promting why not add the CoPilot prompt Coach agent to CoPilot chat, designed to assist in crafting well-structured, effective promptsHave you ever thought of asking CoPilot to create your prompts, why not try it

Try this prompt in a new excel workbook with the paid version of CoPilot:

Build me a spreadsheet to analyse my monthly expenses. My monthly salary is £4500 and my outgoings include, £1875 for mortgage, £456 utility bills,£560 food, £200 incidentals. Work out how much I will have available at the end of each month. The spreadsheet should allow me to rollover whatever I have left from one month to the next

And then follow it up with:

Change these figures to incorporate a 5% increase every 3 months on mortgage, utilities and food

Click here to see details of our CoPilot courses  

 

Contact us about CoPilot training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

Microsoft Loop – the real time collaboration tool

Microsoft Loop – the real time collaboration tool

Click here for details about our Loop Course

No matter where you use Loop everything stays in sync in real time. You can use Loop in:

  • Email
  • Teams chat
  • Team posts in Channels
  • Word
  • Team meetings
  • One Note
  • CoPilot
  •  

You can use Loop for

  • Checklists
  • Tables
  • Progress trackers
  • Task lists
  • Meeting agendas & notes

Benefits of Loop

The huge benefit of Loop is no matter where you place the Loop component, be it in Word, Teams chat, One Note or Email the components all sync and stay updated automatically without you doing anything. It’s amazing cross-app integration

Using Loop in team meetings for:

  • Agendas
  • Meeting minutes
  • Meeting actions

Any attendee can interact with any part of the Loop component before, during and after meetings. No more emailing agendas, minutes or actions

Loop integration with Planner and To Do

Loop integrates with Planner and To Do, so when a Loop task is created and assigned it is automatically added to a person To Do list

Using Loop in small projects

A shared Loop workspace allows project team members to track and keep up to date with project tasks and collaborate on all parts of a project in real time

Click here for details about our Loop Course

Contact us about Loop training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

Microsoft To Do – the essential time management app in Microsoft 365

Microsoft To Do – the essential time management app.

What is the To Do app?

A tasked base app synching on your phone, desktop, laptop and tablet and found in Outlook, in Microsoft 365 and as a desktop application.

If you write tasks lists every morning and cross each task out as you go through the day the To Do app is exactly the same

Benefits of using the To Do app.

  • You don’t have to write a new To Do list every morning, tasks can be rolled over
  • You still get the same satisfaction marking a task as complete as you do crossing out a line on a piece of paper
  • Due dates ensure you know exactly what tasks you have today
  • Tasks are brought together for you to track and manage in one place from Planner, Outlook Tasks, Flagged Emails, Loop, Teams meetings and To Do. Not just your tasks but tasks assigned to you.
  • Tasks can have multiple steps
  • Tasks lists can be shared with colleagues
  • No need to clutter your calendar with reminders
  • No need for pop up reminders

 

The key to getting the To Do to help you with time management is to set due dates on everything and then go to My day in To Do every morning. There you will see everything you have to do that day.

This app is where we start and end every day – not email or teams.

Contact us about To Do app training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

New features in Excel over the last 24 months

Changes to Excel in the last 24 months

Here are just some of the changes that have happened over the last 24 months in Excel

Copilot Agent mode

Excel’s AI assistant that builds, edits, and transforms entire workbooks for you, step‑by‑step, performing the work directly in your spreadsheet

Benefits

Huge time saver, reducing hours of manual work to minutes

COPILOT function

The COPILOT function lets you Talk to your data using plain English

Benefit

Handles messy, real-world data. Works directly in a cell and you don’t have to create long complex formulas.

Search box

Used to find any feature and formula function in Excel

Benefit

No need to remember where features are on the ribbon, or to use right click in the hope you’ll find what you’re after

GROUPBY function

The GROUPBY function creates a summary table using just one formula.

Benefit

If your data range changes your summary range changes dynamically – no need to refresh

PIVOTBY function

The PIVOTBY function lets you create a PivotTable‑style summary using just a formula.

Benefit

You get the equivalent of a dynamic PivotTable layout (row headers, column headers, values) without manually building one.

TRIMRANGE function

The TRIMRANGE function is like telling Excel only give me the part of this range that actually has data — trim the empty bits off the edges.

Benefit

Eliminates wrong results, prevents slow calculations and spreadsheets, prevents unnecessary zeros showing up, ensures charts and reports update correctly

Focus cell

Focus cell highlights specific rows and columns

Benefit

Allows for easier navigation and readability in a large Excel data range

Checkboxes

Excel checkboxes are small clickable boxes you can tick or untick to show whether something is selected, completed, or true/false.

Benefit

Easier to set up and use than dropdowns and can be filtered.

Contact us about Excel training

It’s always easier to contact us via email rather than phone. We’re out training most days of the week

Understanding the difference between SharePoint and One Drive

Understanding the Difference Between SharePoint and One Drive

Why They May Cause Confusion

SharePoint and OneDrive found in Microsoft 365 often cause confusion among users. Both platforms provide powerful functionalities for storing, sharing, and managing files, but they serve distinct purposes and are tailored for different use cases.

SharePoint

SharePoint is a comprehensive web-based collaboration platform designed primarily for organisations, teams and groups of coworkers. It offers a suite of tools that facilitate team collaboration, document management, and workflow automation. SharePoint’s capabilities include creating intranet sites, managing corporate content, and enabling seamless communication within an organization. The platform allows users to create custom sites and libraries, integrate with other Microsoft services, and manage permissions and access controls.

Key Features:

  • Intranet and team sites
  • Document libraries and version control
  • Workflow automation
  • Integration with Microsoft Office suite
  • Advanced permissions and access controls

 

One Drive

OneDrive, on the other hand, is a cloud-based storage service that focuses on individual use. It allows users to store personal files and access them from any device with an internet connection. OneDrive is ideal for users who need a straightforward and secure way to store, share, and sync files across devices. It integrates seamlessly with Windows operating systems and provides features such as automatic photo backup, file sharing, and collaboration.

Key Features:

  • Personal cloud storage
  • File sharing and collaboration

Reasons for Confusion

Despite their distinct purposes, SharePoint and OneDrive can cause confusion due to several overlapping features. Both platforms offer cloud storage and file sharing capabilities, which can lead users to believe they serve the same function. Additionally, both integrate with the Microsoft Office suite, further blurring the lines between their intended uses.

  • Overlap in functionality: Both platforms allow users to store, share, and collaborate on files, making it difficult to distinguish their primary use cases.
  • Integration with Office: The seamless integration with Microsoft Office can make users question whether they should use SharePoint or OneDrive for certain tasks.
  • Similar user interfaces: The user experience and interfaces of SharePoint and OneDrive share similarities, which can add to the confusion.
  • Organisational use vs. personal use: Users may not be aware that SharePoint is designed for organizational collaboration while OneDrive focuses on personal file storage.

Conclusion

Understanding the differences between SharePoint and OneDrive is crucial for choosing the right tool based on specific needs. SharePoint is a robust platform for organizational collaboration and content management, while OneDrive is tailored for individual cloud storage and file syncing. Recognizing their unique features and intended use cases can help users leverage these tools effectively and minimize confusion.

Our courses

We provide a one-day course that explains the difference between SharePoint and One Drive. It’s fully hands on so you get the opportunity to use both throughout the day. We will show you many tips and tricks and best practices, after all we have used both for over 8 years now

Click this link to find out about our SharePoint course

SharePoint Training

Click this link to find out about our One Drive course

One Drive Training

Contact us about SharePoint and One Drive

It’s always easier to contact us via email rather than phone. We’re out training most days of the week