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7 reasons to use Microsoft To Do

Microsoft To Do has become more and more important to us here at Redwing.

In the early days it was a great tasks management tool and was used on both desktop and mobile.

Now it is the first application we look at every day, not email. Why, because it brings together tasks from all Microsoft 365 apps.

What’s more we no longer need to set pop up reminders in Outlook, so out list of pop ups is limited to meetings only and thereofre under complete control

We underestimated the To Do app for too long, now we couldn’t be without it.

Contact us about Microsoft 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

The 7 reasons, although this list could easily have gone to 17 or 77 reasons why.

All your tasks in one place, in one application

Includes Outlook tasks, flagged emails, planner tasks, Personal To Do lists, shared tasks, meeting tasks and important tasks

You can create tasks lists to share with team members and colleagues.

You can prioritise and reorder tasks.

You can create tasks steps.

Available as mobile and desktop app and accessible in Outlook and from Microsoft 365 and syncing across all devices.

Automatically adds due dates to tasks from task descriptions

Microsoft To Do – About

How the Microsoft To Do app helps me stay organised and productive

The To Do app is one of the productivity apps in Microsoft 365. In the last 18 months, it has become the first and last app I go to every day, it’s invaluable. It provides a gateway to all the tasks and actions I have for the day, whether they are flagged emails, tasks from Planner, tasks from Meetings, or Teams messages, tasks assigned to me. It is also my own daily list for both personal and business reminders. It’s easy and intuitive to use. There is a mobile version, desktop version and Microsoft 365 version, all syncing seamlessly. To Do can also be accessed from Outlook and Teams.

To Do app contains 7 different sections breaking down your tasks as follows

Contact us about the To Do app

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

My Day

Any To Do task that you have Added to My Day
Emails flagged with a due date will appear here ONLY on the due date.
Planner tasks with a due date will appear here ONLY on the due date.
Outlook tasks with a due date will appear here ONLY on the due date.

Important

Tasks that you have marked as important.
Planner tasks marked as Important.
An email you have received that has been marked High Importance

Planned

Any task that has a due date
Emails flagged with a due date.
Tasks assigned from Outlook tasks with a due date
Tasks assigned to you from Planner with a due date

Assigned to me

Tasks assigned to you in Microsoft Team Meetings where loop components have been used.
Tasks assigned to you in Microsoft Planner
Tasks assigned to you from Loop components.

Flagged email

Emails you have flagged appear here

Tasks

Tasks created by you in To Do
Tasks created by you from Team Channel posts
Tasks created by you from a message in chat during a Teams meeting
Tasks Created by you in Outlook tasks.
Tasks created by a colleague and assigned to you from Outlook tasks.

Lists

Custom To Do lists that you can create and share and assign Tasks to list members.

There are 5 lists I run

Lets go in to Microsoft To Do in a lot more detail now

Produced by Microsoft CoPilot

What is Microsoft To Do?

Microsoft To Do is a Microsoft 365 app that helps you manage your tasks, lists, and reminders across your devices. You can create and customise your lists, add due dates and reminders, attach files and notes, and sync your tasks with Outlook, Microsoft 365, and other apps. Microsoft To Do also offers smart suggestions and personalised features to help you plan your day and achieve your goals.

How to use Microsoft To Do?

To use Microsoft To Do, you need to download the app from the Microsoft Store, Google Play Store, or Apple App Store, or access it from the web browser. You also need a Microsoft account to sign in and sync your tasks. Once you sign in, you can start creating your lists and tasks. Here are some basic steps to help you use Microsoft To Do:

  • Create a list: To create a new list, click or tap on the + icon next to the Lists section on the left sidebar. You can name your list, choose a color and an icon, and share it with others if you want.
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  • Add a task: To add a new task to a list, click or tap on the + icon at the bottom of the list. You can type the task name, and optionally add a due date, a reminder, a recurrence, a note, or a file.
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  • Complete a task: To mark a task as completed, click or tap on the circle next to the task name. The task will move to the Completed section at the bottom of the list. You can also undo a completed task by clicking or tapping on the circle again.
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  • Delete a task: To delete a task, right-click or tap and hold on the task name, and select Delete from the menu. You can also delete a task by dragging it to the right edge of the screen.
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  • Edit a task: To edit a task, double-click or tap on the task name, and make the changes you want. You can also edit a task by right-clicking or tapping and holding on the task name, and selecting Details from the menu.
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  • Move a task: To move a task to another list, right-click or tap and hold on the task name, and select Move from the menu. You can also move a task by dragging it to another list on the left sidebar.
  •  
  • Sort and filter tasks: To sort and filter your tasks, click or tap on the Sort by or Filter icons at the top of the list. You can sort your tasks by due date, creation date, importance, or alphabetically. You can filter your tasks by due date, importance, assigned to, or completed.
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  • Use smart lists: To use smart lists, click or tap on the My Day, Important, Planned, or Assigned to you sections on the left sidebar. These are automatically generated lists that show you the tasks that are due today, marked as important, have a due date, or assigned to you by others.
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  • Use suggestions: To use suggestions, click or tap on the light bulb icon at the top of the My Day list. This will show you some tasks that you might want to add to your My Day list, based on your habits, deadlines, and priorities. You can add a task to your My Day list by clicking or tapping on the + icon next to the task name.
  •  
  • Use themes: To use themes, click or tap on the Settings icon at the bottom left corner of the app, and select Theme from the menu. You can choose from different themes, such as dark, light, colourful, or custom, to change the appearance of the app.
  •  

Why use Microsoft To Do?

Microsoft To Do is a simple and smart task management app that can help you organise your life and work. Here are some benefits of using Microsoft To Do:

  • It is part of your Mcrosoft 365 licence and easy to use.
  •  
  • It syncs across your devices and integrates with other Microsoft apps and services.
  •  
  • It lets you create and customise your lists and tasks according to your needs and preferences.
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  • It offers smart suggestions and personalised features to help you plan your day and achieve your goals.
  •  
  • It helps you stay focused and productive.

7 reasons to use Micorosft Planner

Microsoft Planner

A tool that we have used here at Redwing for a few years primarily for our CRM system.

We can assign and track customer interactions for all the team to see and update.

We also use Planner when planning future marketing campaigns and small projects.

We can view all the assigned tasks in one location making it easy to keep on top of and ahead of everything

Contact us about Microsoft Planner

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

How can Microsoft Planner benefit you, your team and your organisation?

Accessible in Microsoft 365 or Microsoft Teams

Plan events, teamwork, small projects.

Easy to use interface.

Collaboration on files and with chat features

Assign, track and comment of plan tasks.

Task card with task details, comments, checklist, associated files and more

Task assignment, due date, importance and reminders all in one place

Task visibility and progress throughout team

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Let’s go in to Microsoft Planner in a lot more detail now.

Produced by Microsoft CoPilot

Microsoft Planner is a task management tool that is part of the Microsoft 365 suite.

It allows users to create and manage plans, assign tasks, and track progress.

It is designed to be intuitive and collaborative, enabling people to plan, manage, and complete task-based initiatives.

Planner is described as a Kanban solution that simplifies task management and to-do lists for teams, connected across Microsoft 365 apps.

It is an intuitive, collaborative task management tool that enables people to plan, manage, and complete task-based initiatives.

It is part of a suite of tools that Microsoft offers to project managers and their teams, helping to gather the elements of a project and create a project plan with a beginning, middle, and end

Combining these insights, Microsoft Planner is a versatile tool that enhances productivity and collaboration, offering a simple and familiar experience for managing tasks and projects within the Microsoft 365 ecosystem. Whether you’re working on daily tasks or complex projects, Planner provides a structured and efficient way to keep track of work and collaborate with team members.

7 reasons to use Micorosft Teams Channels

Microsoft Team Channels

We’ve be using teams since 2019 and still believe it is one of the best productivity tools Microsoft have to offer. More importantly we’ve been using Team Channels from the beginning and continue to do so daily.

We speak to many people about Teams and more often than not we hear:

“Yes, we’re using Teams all the time, for meetings and conversations and sharing the odd file.”

When asked how much time they spend working in Team Channels things go a little quieter. “once a week”, “hardly ever”, “what are Channels?”

And that’s when we realise a huge trick has been missed.

Channels are the heartbeat of Microsoft Teams

You can have channels based on different aspects of the business for example projects, departments, processes, customers, suplpiers etc

Contact us about Microsoft Team Channels

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

How can Microsoft Team Channels benefit you, your team and your organisation?

  • Channels foster teamwork, transparency and openness throughout teams and organisations.
  •  
  • They allow quick and easy conversations amongst team members all grouped by topic and instantly retrievable.
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  • You can collaborate seamlessly on Excel, PowerPoint and Word and in Loop with editable and portable content.
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  • You can chat and collaborate with suppliers and customers in real time.
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  • You can access Microsoft 365 applications including Planner, Power BI, One Note, Excel, To Do, Approvals and hundreds of third-party applications including Salesforce, Sage, Asana and Kanban
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  • All past information instantly available to new team members
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  • Many organisations use Channels to reduce or eliminate internal email. 

It’s not just somewhere to go to join a meeting and then close it when the meeting is over; you could work in Teams all day.  It’s a place to exchange ideas, share information, and create human connections. It’s where people work before, during, and after a meeting, and it supports all the different ways people engage and collaborate together.

Let’s go in to Teams Channels in a lot more detail now.

Produced by Microsoft CoPilot

Microsoft Teams is a communication and collaboration platform that allows you to chat, call, share files, and work with other apps in one place. Teams is organized into teams and channels, which are the main ways to group your conversations and files.

What are teams and channels?

A team is a collection of people, conversations, files, and tools that are related to a specific topic or project. For example, you can create a team for your department, project, or class. Within a team, you can create channels to organise your communication and collaboration by subtopics or tasks. For example, you can create a channel for announcements, a channel for brainstorming, or a channel for feedback.

How to create a team and a channel?

To create a team, you need to have the permission to do so from your organization. If you have the permission, you can follow these steps:

  • On the left side of the Teams app, click on Teams.
  • At the top of the Teams list, click on + Create and join teams or channels
  • Click on Create a team.
  • Choose a team type 
  • Give your team a name and a description.
  • Add members and owners to your team.
  • Click on Create.

To create a channel, you need to be a member or an owner of a team. If you are, you can follow these steps:

  • On the left side of the Teams app, click on Teams.
  • Select the team where you want to create a channel.
  • At the top of the team page, click on More options (the three dots).
  • Click on Add channel.
  • Give your channel a name and a description.
  • Choose the privacy settings for your channel. You can make it standard, which means anyone in the team can see and join it, or private, which means only invited members can see and join it.
  • Click on Add.

How to use channels?

Channels are where you can chat, call, share files, and work with other apps in Teams. You can use channels to:

  • Start or join a conversation with your team members. You can use the Posts tab to send messages, reply to messages, mention people, use emojis, stickers, and GIFs, and more.
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  • Start or join a meeting with your team members. You can use the Meet button at the top right of the channel to schedule a meeting, start an instant meeting, or join a meeting. You can also use the Calendar tab to see your upcoming meetings and join them from there.
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  • Share and access files with your team members. You can use the Files tab to upload, download, edit, and delete files. You can also create and open files from other apps, such as Word, Excel, PowerPoint, and OneNote.
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  • Use and add other apps to your channel. You can use the Apps tab to see and open the apps that are already added to your channel, such as Planner, Forms, or Stream. You can also 
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  • use the More options (the three dots) button at the top right of the channel to add more apps, such as YouTube, Wikipedia, or Polly.

Conclusion

Microsoft Teams channels are a great way to organise your communication and collaboration with your team members. You can create and join channels, chat, call, share files, and work with other apps in one place. To learn more about Teams and channels get in touch

6 techniques to find files and folders in SharePoint using the search bar

How to find files and folders in SharePoint

Searching techniques in SahrePoint are incredibly powerful. You will be able to find files in seconds without clicking on a plethora of folders. These techniques show you how to search the contents of files as well as the name of files. You can furhter filter your search results by file type and modify date

Where to start

Firstly log on to Microsoft 365 online. 

You will see the app launcher (aka the waffle) in the top left hand corner of your broswer once you have logged on. After the waffle you will see Microsoft 365 and then the search bar at the top of the page. You can start searching here, there is no need to got to a specifc SharePoint site, a spicific Sharepoint librabry nor SharePoint folder. Nor do you have to go to One Dirve. The results of the search will bring back files from all these location, instantly.

All these methods detailed here work with Word, Excel, PowerPoint, Photos, Loop, One Note, Videos, Folders and PDF files

Method1:

body:

Search only the content of a Word, Excel, PowerPoint and PDF file

This first method allows you to search only the content of files be they Word documents, Excel workbooks or PowerPoint presentations

In the SharePoint saerch bar at the top of the page type the following:

body:awaken

This will find any file contain the work awaken

Here you can see the name of the Word document is Songs and is stored on One Drive. The word awaken is contained in this file

Method 2

Use quotations

Search for an exact phrase either in a document or in the title of the document

Here were searching for a PDF file that contains the following:

“microsoft 365, Office 365, Enterprise Mobility + Security, and Windows 11 Subscriptions”

The key to using this method is to enclose the phrase in quotations ” ” (SHIFT + 2) 

The name of the PDF is Modern Work plan Comparison Enterprise

Method 3

Use Boolean search techniques AND, OR and NOT

Using the boleean search techniques in SharePoint is amazing and possibly the most powerful one to learn.

The operators AND, OR and NOT must be in uppercase

This search string is asking for all files that contain all three words Power, bi and redwing.  You can add one or multiple AND to your search criteria

The search string here is asking to find files that cotain the word semiconductor or lease. You can use multiple OR criteria

This search string will find any file with sway but exclude those with 365

You can combine the boleean search operators and use them in any order as you see here

Method 4

Filter your search by file type

All your searches can be refined by filtering for file type

You have the option to filter for one or more of the following

  • PowerPoint
  • Word
  • Excel
  • OneNote
  • Loop
  • PDF
  • Videos
  • Photos
  • Web
  • Folders

Method 5

Filter your search for Folders

To search for folders and file types not listed in method 4 filter by other

Method 6

You can refine your search in SharePoint by defining when the file was last modified

You select the default options below or specifiy specific dates

19 different techniques you should learn to find files and folders in Microsoft 365

How to find files and folders in SharePoint, One Drive and Teams in seconds

If you are like most people, you probably spend a lot of time looking for files and folders in your computer or online. You might use the Windows File Explorer to navigate through a hierarchy of folders, or you might use the search function to type in keywords and hope for the best. But did you know that there are many other ways to search for files in Microsoft 365 and its associated applications? In fact, there are 19 different techniques that you can use to find files in seconds, not minutes or hours. And these techniques are not only faster, but also smarter, because they can search not only the names of files and folders, but also the contents of the files, such as text, images, or metadata. In this article, we will explain how to use these 19 techniques to search for files in Microsoft 365 and its associated applications, such as Word, Excel, PowerPoint, Outlook, Teams, SharePoint, OneDrive, Windows, and Delve. We will also explain why using these techniques is a game changer for your productivity and efficiency.

Microsoft 365 is a cloud-based suite of applications and services that allows you to create, collaborate, and communicate with anyone, anywhere, and on any device. One of the benefits of Microsoft 365 is that it integrates all your files and data in one place, so you can access them from any application or device. But how do you find the files you need among the thousands or millions of files that you or your organization have stored in Microsoft 365? Here are 19 different techniques that you can use to search for files in Microsoft 365 and its associated applications.

 

Method1:

When openng desktop apps

How to search for recent Microsoft Excel, Word or PowerPoint files when opening the desktop app

This method has been around for a long time now, as soon as you open Word, Excel, or PowerPoint in the desktop app you see the most recent files you’ve been working on, any you’ve pinned and any files that have been shared with you.

But if you scroll dop to theend of the list of recent files you’ll find more workbooks that will show you a much bigger list of recent files

Method 2:

When working in the desktop apps

This method is one that we’ve been using for many years.

To quickly search for files or open files whilst working in Excel, Word or PowerPoint on the desktop app go to the File tab on the ribbon and select Open. You will now see a long list of files from either SharePoint or One Drive.

You can also use this method to open folders

Method 3:

When working in the desktop apps, a new method

This one is a little different and relatively new.

To find files you have recently been working on you can use the search feature at the top of the applicaiton just above the ribbon

Method 4:

Search for recent files by using the windows Taskbar

In Windows you can right click on the taskbar to see the recent files you have been working on

Method 5:

Search for files from the quick launch pane on the left hand side of Teams

In Microsoft Teams go the left-hand quick launch pane and select an Excel, word or PowerPoint. There you will see recent files you have worked on

Method 6:

Use the App Launcher (aka the waffle) in Microsoft 365 to find recent files

In Microsoft 365 below the waffle select the "My Files" link

Method 7:

Use One Drive to find recent files

In One Drive go to Home quick launch where you will see files you have recently worked on in either One Drive or SharePoint

Method 8:

Use the search feature in SharePoint to find folders and files in seconds

Go to SharePoint in Microsoft 365 but not to any specific SharePoint site. Type the name of the file in the search box at the top of the page. This is the most common method we use for searching for files

Method 9:

You can refine your search in Sharepoint by filtering the search results to show specific files

Refine your search in SharePoint by selecting the file type

Method 10:

You can refine your search in SharePoint by defining when the file was last modified

Refine your search in SharePoint by selecting the last modified date

Method 11:

Use the filter button in the top left hand corer of a Sharepoint page

When you are in a folder in SharePoint use the filter commands to filter by author or modified date

Method 12:

In SharePoint use Boolean search techniques

This search technique in SharePoint is amazing and possibly the most powerful one to learn. They will allow you to find anything in seconds and can be used to search for files and folders, and will also search the contents of files

This technique will search for all files and folders containing all three words. Power, BI and Multiple. Multiple AND can be used

This technique will search for all files and folders containing either of the words. Multiple OR can be used

Boolean techniques can be used together and, in any combination, and any order.

Method 13:

Use wild card search techniques

Searches for the exact phrase

Searches for the word semi but with other characters before or after it. The * can be place at the start or end of a word only.

Method 14:

Use the boolean search techniques above in One Drive

Method 15:

Use the search box in Teams, regardless of where you are in teams and select files

All files with the word marketing in the title content will be found

The search in Microsoft teams can then be filtered by Team

The search in Microsoft teams can then be filtered by File Type

The search in Microsoft teams can then be filtered by Moified and date

Method 16:

From the app launcher (aka waffle) and Microsoft 365

When you select the waffle and Microsoft 365 you will see a list of apps on the left hand launch pane

You will get a quick launch to each app in the left pane, when you select an app the most recent files appear.

Method 17:

You can search for Files in Team Channel by using CTRL + F shortcut

In a Team Channel use the shortcut CTRL + F to open the Teams and channel search pane there add the name of the file

Method 18:

Delve in Microsoft 365

Delve is an online service that helps you discover and organize information that is relevant to you. Delve is part of the Microsoft 365 suite of applications and uses artificial intelligence to analyze your activities and interactions across different services, such as Outlook, OneDrive, SharePoint, Teams, and Yammer. Delve then surfaces personalized content for you, such as documents, emails, conversations, and people, based on what you are working on and who you are working with. You can also use Delve to search for information across your organization, create boards to group related content, and view profiles of your colleagues and contacts. Delve is designed to help you find the information you need, when you need it, and to enhance your productivity and collaboration.

Method 19:

With Microsoft CoPilot AI

Launch CoPilot and type the name of the file you're searching for

Have I missed any 😊😊😊

What is SharePoint in Microsoft 365

A Microsoft 365 application

If you are looking for a versatile and powerful online tool to create, edit, and share documents, spreadsheets, and presentations, you might want to consider using SharePoint Online. SharePoint Online is a cloud-based service that is part of the Microsoft 365 suite, and it offers many features and benefits for individuals and organizations.

Create and edit Word, Excel and PowerPoint files

With SharePoint Online, you can easily create and edit Word, Excel and PowerPoint files using the web browser or the desktop apps. You can also use the Office Online apps, which are lightweight versions of the desktop apps that run in the browser. You can access these apps from the SharePoint site by clicking on the New button and choosing the type of file you want to create. You can also upload existing files from your computer or from other cloud storage services like OneDrive or Dropbox.

Share Word, Excel and PowerPoint files

One of the main advantages of SharePoint Online is that it allows you to share your files with others in a secure and efficient way. You can invite people to view or edit your files by sending them a link or an email. You can also control the level of access and permissions for each person or group. You can also collaborate with others in real time, see their changes as they make them, and communicate with them using chat or comments. You can also track the version history of your files, restore previous versions, and compare changes.

Securely retain all organisation data and documents

Another benefit of SharePoint Online is that it helps you keep your organization’s data and documents safe and compliant. SharePoint Online uses encryption to protect your data in transit and at rest. It also follows industry standards and regulations for data protection and privacy such as. You can also manage your retention policies, deletion policies, and audit logs to ensure that your data is preserved or disposed of according to your needs and legal obligations.

Data stored in the cloud

SharePoint Online stores your data in the cloud, which means that you don’t have to worry about maintaining servers, hardware, or software. You can access your data from anywhere, anytime, and from any device, as long as you have an internet connection and a web browser. You can also sync your files to your local device using the OneDrive app, which lets you work offline and automatically updates your changes when you reconnect. You can also use the SharePoint mobile app to access your sites and files on the go.

Used to publish organizational news

SharePoint Online is not only a document management system, but also a platform to publish and distribute organizational news and announcements. You can create news posts using rich media, such as images, videos, and web parts, to inform and engage your audience. You can also customize the layout, design, and branding of your news pages to suit your style and identity.> You can also target your news to specific audiences, such as departments, teams, or locations, to ensure that they receive relevant and timely information. You can also measure the impact of your news using analytics and feedback tools, such as likes, comments, and views.

Used for Intranets

SharePoint Online is also a great solution to build and manage your intranet, which is a private network that connects your employees and stakeholders. You can create intranet sites using templates or from scratch, and organize them into hubs, which are collections of related sites that share a common navigation, look, and feel. You can also use web parts, which are reusable components that display dynamic content, such as weather, events, forms, or videos. You can also use communication sites, which are designed to broadcast information to a broad audience, or team sites, which are designed to facilitate collaboration among a specific group of people.

7 reasons to use Microsoft 365

Reason 1 - Your files

Access your Excel workbooks, Word Documents, PowerPoint presentations files from anywhere on any device. You only need an Internet connection.

Reason 2 - Work and collaborate seamlessly

Work and collaborate seamlessly across apps like Word, Excel, PowerPoint, Outlook, and Teams, which are fully integrated and work together seamlessly.

Reason 3 - Many applications

Use the many microsoft 365 applications to help your day-to-day productivity such as Planner, Bookings, Loop, and One Note at no extra cost.

Reason 4 - Secuirty and compliance

Stay secure and compliant. Microsoft 365 offers advanced security features and compliance tools that help you protect your data and meet your industry standards. You can encrypt your emails and files, set permissions and policies, monitor and audit activities, and recover from ransomware attacks.

Reason 5 - Microsoft CoPilot AI

Leverage the power of AI. Microsoft 365 uses artificial intelligence to enhance your productivity and creativity. You can get insights and suggestions from smart features like Editor, Ideas, Designer, and PowerPoint Presenter Coach. You can also use voice commands and dictation to control your apps and create content.

Reason 6 - Customise your experience

Customise your experience. Microsoft 365 allows you to tailor your apps and services to suit your needs and preferences. You can choose from different plans and subscriptions and can also use Microsoft Power Platform to build your own apps and workflows.

Reason 7 - Incredible value for money

Get more value for your money. Microsoft 365 gives you more than just apps and services. You also get cloud storage, online meetings, business email, social networking, and more.

7 reasons to use SharePoint in Microsoft 365

Search and filter pages to quickly locate any files you need.

SharePoint has a powerful search engine that lets you find documents by keywords, metadata, file type, author, date, and more. You can also use filters to narrow down your results and sort them by relevance, name, or size.

Move easily between sites and documents with smooth navigation.

SharePoint lets you create different sites for different purposes, such as teams, projects, departments, or clients. You can access all your sites from a single dashboard and switch between them with a few clicks. You can also use the navigation pane to browse through your folders and files or use the recent and frequent tabs to access your most used documents.

Work from any PC if you are online.

Since SharePoint is cloud-based, you can access your files and folders from any device that has an internet connection. You don’t need to install any software or sync any files to your local drive. You can also work offline and sync your changes when you are back online.

Save your documents constantly as you work.

SharePoint automatically saves your documents as you edit them, so you don’t have to worry about losing your work. You can also see the version history of your documents and restore previous versions if you need to. You can also co-author documents with other users and see their changes in real-time.

Recover deleted or previous versions of files and folders in seconds.

If you accidentally delete a file or folder, you can easily recover it from the recycle bin. You can also restore previous versions of your documents from the version history. SharePoint keeps track of all the changes made to your files and folders and lets you undo them if you need to.

Share documents with colleagues, suppliers or clients without emailing attachments.

SharePoint lets you share your files and folders with anyone you want, both inside and outside your organisation. You can control the level of access and permissions for each user and set expiration dates for shared links. You can also track the activity and feedback on your shared documents and communicate with your collaborators via comments, chat, or email.

Set up alerts and automate processes for files and folders.

SharePoint lets you create workflows and rules for your files and folders, such as sending notifications, approvals, reminders, or tasks. You can also use Power Automate to connect SharePoint with other apps and services and create custom solutions for>your business needs. And not to mention the time saving and improved efficiency from everyone.

As you can see, SharePoint in Microsoft 365 is a great tool for document management and collaboration. If you want to learn more about how to use SharePoint in your organisation, contact us today and we will be happy to help you.

#sharepoint #Microsoft365

What is Microsoft 365

Microsoft 365 is a suite of applications that you or your organisation pay Microsoft every month to use (or year).

You know some of the applications well: Excel, Outlook, PowerPoint, Word.

But there are also less familiar applications and new applications being added all the time – at no extra cost such as:

  • SharePoint
  • Teams
  • Planner
  • Lists
  • Bookings
  • To Do
  • Loop
  • Sway
  • Power Automate
  • And so many more.
  •  

These applications help you work smarter and be more effective and productive every day.

Contact us about Microsoft 365

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

 You also have a lot of cloud storage for your files and data in Microsoft 365.

 We are asked this question often, and for different reasons as there is always confusion as to what exactly Microsoft 365 is.

 It is amazing what you get for the price you pay

The next step is undertanding what the do, when and why you would use them and how to implement them in your business to increase effectiveness and productivity and that’s where we come in.

Contact us to begin the journey