Operating Virtually within Microsoft O365

Recorded Live Sessions

In a matter of days, the way most of us do business significantly changed.  Whether you are used to working remotely or not, the challenges of having your entire team working remotely for a significant amount of time is probably a scenario for which you weren’t prepared. During these virtual sessions we will demonstrate how to successfully run your department meetings, collaborate effectivity, and keep your team productive in a virtual setting within Microsoft O365. 

Be sure to check out our upcoming events for more information.

Managers | How to Structure Your Virtual Department Meetings in Microsoft Teams.

The first step to hosting a successful virtual department meeting is to set a clear, easy to use structure. Watch this quick demonstration of how to use Microsoft Teams to set up:

  • Setting up Video/Audio Collaboration
  • A weekly meeting agenda.
  • Centralized issue/discussion list
  • An action items/to-do planning and tracking
  • Meeting minutes/notes & historical archive
  • and more

Open Forum Microsoft Teams and O365 Q&A Session | March 27th, 2020

Do you have Microsoft O365? In this virtual open forum where we explored your questions and demonstrated how you may be able to solve some of your business challenges within Microsoft O365.

Here are a few things we covered:

  • Suggestions for when and why to create private Teams channels
  • Where and how to create Teams meetings
  • How to create SharePoint lists
  • Teams video conferencing
  • How to allow external members to dial into Teams meetings

Managers | Hold Your Team Virtually Accountable in Microsoft O365

As a manager, supervisor, or anyone that has staff reporting to them – holding your team accountable can be a challenge.  It’s even harder now that many, if not all, of your staff are remote?  In this session we will demonstrate tools such as Microsoft Teams and Microsoft Planner and show you how to:

  • Assign and review progress of your team’s to-do’s/action items 
  • Assign process steps and due dates 
  • Collaborate and coach through an issue/discussion list to Identify, Discuss, and Solve (IDS). 

Team Members | Managing Digital To-Do’s in a Virtual World

Are you tired of struggling to manage tasks across excel spreadsheets, meeting notes, unread emails and paper notepads?

Like most modern workers you probably sit on many teams with associated tasks, have internal and customer deadlines, and personal initiatives to structure into your workday. And like many, you probably struggle with trying to keep track of all of those tasks, and even more, prioritize them. 

Join us as we demonstrate the power of Microsoft Planner, To Do, and Outlook. We’ll show you how when integrated together, you’ll be able to spend more time completing your tasks rather than trying to manage and organize them. We’ll illustrate how to:

  • Managed tasks and action items that are assigned across multiple teams
  • Flag emails to easily identify tasks
  • Use the Microsoft To Do desktop and mobile application to keep track and prioritize personal tasks.
  • and more

Open Forum Microsoft Teams and O365 Q&A Session | April 3rd, 2020

In this open forum, we explored your questions and demonstrated how you may be able to solve some of your business challenges within Microsoft O365. We covered

  • Inviting Guests to Teams 
  • Adding files & folders from one Team to another Team
  • Displaying more than one screen or application during a Teams Meeting
  • Managing channel permissions
  • and more

Managers | How to Structure Your One-on-One's Leveraging Microsoft Teams

Having weekly one-on-one meetings with each member of your team provides an environment for coaching, mentorship, and goal/expectation setting.  But sometimes holding each other accountable for the growth and actions each of you are assigned can be hard to do without a mechanism to track them. In this session we will show you how to set up a private, collaborative space in Microsoft Teams for: 

  • Shared notes for both supervisor and direct report  
  • Tracking and documenting issues/topics that need to be discussed  
  • Private document collaboration  
  • Recording action items and monitoring progress  
  • Reporting individual metrics and goals 

5 Ways to Hold Meetings in Microsoft Teams | Chose the Right Method for your Meeting's Purpose

Holding a department meeting? Trying to connect with a co-worker? Need to schedule an external video conference? Want to schedule an internal team training or all company meeting? With so many ways to hold meetings within Microsoft Teams, trying to determine why or when to use one over the other can be daunting.

Join us for a quick, 30-minute demonstration, where we will share our tried and tested recommendations for how to use the 5 different ways to hold meetings in Microsoft Teams.

Open Forum Microsoft Teams and O365 Q&A Session | April 10th, 2020

In this open forum, we explored your questions and demonstrated how you may be able to solve some of your business challenges within Microsoft O365. We covered

  • Linking Outlook groups to a Team
  • Converting Private & Public Teams and Channels
  • Teams Files v. SharePoint Documents
  • and more

Team Leaders | Help Ensure Productivity Continuity at Home for your Team

Working from home presents different challenges to stay productive and engaged with your team. We are fortunate to have guest speaker Jan Lehman of CTC Productivity with us to cover how Team Leaders can help support a seamless transition (as much as can be expected) to working from home. This expert dialog (and Q&A) will touch on the following:

  • How Team Leaders can support their teams at home
  • Ways to improve focus, productivity & engagement
  • More expert productivity tips from Productivity Consultant Jan Lehman!

Join us as we cover the human side of productivity and engagement in a home working environment!

Stop Emailing Documents | The Basics of Document Collaboration in O365

Emailing an attachment for feedback should NEVER be used again! Keeping track of versions, revisions, edits, feedback, and copies of documents that live in email or saved on a co-worker’s computer desktop can be a problem of the past. There are some basic document collaboration, version control and sharing capabilities in Microsoft O365 that can simplify how your team collaborates on and shares documents. This session will cover some of the basics of document collaboration in O365:

  • Multi-User editing of common Office documents like Word, Excel & PowerPoint
  • Sharing documents Internally & Externally
  • Using Comments & Track Changes for Document collaboration
  • Version & Revision control capabilities

Join us for this session that will provide a basic foundation of how to solve common document collaboration & version control by leveraging the capabilities in Microsoft O365. We also have an advanced session coming next titled: 4 Aspects of Effective Document Collaboration & Change Management in Microsoft O365.

Open Forum Microsoft Teams and O365 Q&A Session | April 17th, 2020

In this open forum, we explored your questions and demonstrated how you may be able to solve some of your business challenges within Microsoft O365. We covered

  • The NEW Edge Browser
  • NEW Edge Brower features such as apps and collections
  • Sharing Documents through Microsoft Teams chat and their permissions.
  • and more

4 Aspects of Effective Document Collaboration & Change Management in O365

One of the core challenges that faces every organization is effective document collaboration. Managing who has access to documentation, managing versions that people may have stuck in their email or saved on their desktop, and iterating approved production templates are issues we all struggle to address. This session will show you how to address the 4 key aspects of effective document & change management by leveraging Microsoft Teams & O365:

  1. Identify the Domain/Subject Matter Experts for the different departments/functions in your organization
  2. Creating a place for those appropriate team members to collaborate & choosing the right option for you.
  3. How collaboration & change management should be executed
  4. Where and in what for to publish production content & notifications to the respective team

Please join us for a live demonstration of effective document collaboration & change management in Microsoft Teams & O365.

3 Tools to Improve Work from Home | Team Members

Working remotely poses different challenges to accessing information and collaborating with your co-workers. If your organization leverages Microsoft O365 there are helpful tools that will make working remotely much more productive, less frustrating and more secure. In this session we will review:

  • Review how Teams & SharePoint work together
  • How you can avoid using the often-dreaded VPN connection to access/edit documents
  • Customize the files and folders that you would like synchronized to your computer using OneDrive

Learning how to leverage Teams, SharePoint and OneDrive at home will make it easier to connect with your co-workers & improve the speed of access to information. Join us to help customize your experience of working with Microsoft Teams, SharePoint and OneDrive.

Open Forum Microsoft Teams and O365 Q&A Session | April 24th, 2020

In this open forum, we explored your questions and demonstrated how you may be able to solve some of your business challenges within Microsoft O365. 

Part 1 | Chat Best Practices – Driving Microsoft Teams Adoption

This two-part series is targeted to help organizations drive adoption of Microsoft Teams & O365 within their organization. During part 1 we will cover best practices associated with Microsoft Teams Chat capabilities and features. We’ll share common communication & collaboration challenges, and show you what initial steps you can employ, using Microsoft Teams Chat, to drive adoption within your leadership and overall organization. We will cover:

  • Reducing Internal Email
  • One-on-One or Group Document Collaboration
  • Short-Term Project Communication

This prescriptive session will help you take tangible steps towards driving Microsoft Teams adoption across your organization. Join us for this brief and informative session & live demonstration of Microsoft Teams Chat & O365.

Part 2 | Teams Meetings Best Practices - Driving Microsoft Teams Adoption

This two-part series is targeted to help organizations drive adoption of Microsoft Teams & O365 within their organization. During part 2 we will cover best practices associated with holding department & organizational meetings via Microsoft Teams capabilities and features.  We’ll share common communication & collaboration challenges, and show you what initial steps you can employ, using Microsoft Teams Meetings, to drive adoption within your leadership and overall organization.  We will discuss: 

  • Enabling ‘Virtual’ Meeting Participation 
  • Increasing Visibility & Accountability 
  • Aligning with Traction EOS L10 Meeting Methodology 
  • Creating a Central Hub for Department Communication & Collaboration   

This prescriptive session will help you take tangible steps toward driving Microsoft Teams adoption across your organization. Join us for this brief and informative session & live demonstration of Microsoft Teams & O365.   

Digitize, Manage, and Analyze Your Team’s Important Information with Microsoft Forms

How do you track sales leads? Do you send out surveys to compile customer satisfaction data (CSAT)? Are you currently using paper request forms that need to be filled out and then manually entered into a database? Digitize your surveys, paper forms, polls, and more with Microsoft Forms.  

Microsoft Forms will help your organization, collect, store, and analyze important data, and it integrates seamlessly with Microsoft Teams, Power Automate (formally Flow), PowerBI and more.  

  • Create surveys, forms, quizzes, and polls to share internally in your organization or externally with your customers 
  • Customize surveys based on the questions answered 
  • Share your survey/quiz through Microsoft Teams, email, or even embed it on your website 
  • Collaborate with your team to analyze and share the results 

Stop paying for unnecessary third-party survey tools and start leveraging Microsoft Forms as part of your Microsoft O365 suite!   

Create Secure Internal Training & Organizational Video Channels with Microsoft Teams and Stream

Many organizations are taking this time, while we are working remotely, to develop curriculum and provide further training for their team members.  With the help of Microsoft Teams and Stream, we will show you how easy it is to record your team trainings, store them securely, and publish them for future new hires or for your team to reference when needed

Join us as we show you how to: 

 

  • Set up and record your training material 
  • Securely upload and categorize your content  
  • Publish your training content globally to your organization and/or just to your team 
  • And more 

With a secure, accessible way to record and publish training content, you’ll take your first steps to building a dynamic internal resource center.   

Get Stuff Done Even When You’re NOT Working | The Basics of Microsoft Power Automate (formerly Flow)

No need for programming expertise, how to build workflow and automation with point and click simplicity! This session will provide an introduction to Microsoft Power Automate (formerly Flow) so you can understand the foundational building blocks of building automation for your organization. 

We will demonstrate examples of how to solve common problems with automation that will save time, automate workflow, and even make sure you don’t miss an important email from your boss (or other important contact)!  

Join us to start your journey to Get Stuff Done Even When You’re NOT Working!  

Visualize Metrics & Key Performance Indicators | The Basics of Microsoft Power BI

Transform your daily, weekly and monthly data into visual dashboardsThis session will provide an introduction to the Basics of Microsoft Power BI so that you can take data from your spreadsheets, and/or monthly reports and turn them into visual representations of your data. Your team will have easy access to the information they need to help them make business decisions. We will cover the following and more 

  • How to connect your existing excel spreadsheet data with Power BI 
  • Share the dashboard with appropriate team members 
  • Include Power BI into your Leadership / Department “Teams” meetings  

Join us to start your journey of Visualizing your Metrics & Key Performance Indicators!  

Live Video & Digital Content to a Large Online Audience | Microsoft Teams Live Events.

Virtual meetings are more popular than ever but hosting a large meeting via Microsoft Teams presents unique challenges. When you need to share live video and digital content to a large audience, a Teams Live Event may be a better option. If you are looking to host a webinar, product demo, all-company presentation, or conference, a Teams Live Event will give you more control of the presenting environment. During this session (which will be presented through a Teams Live Event) we will demonstrate:

  • How to set up a Teams Live Event
  • Insights into inviting and managing attendee registrations
  • Tips and tricks for producing and displaying the presenters’ video and shared content.
  • How to manage the Q&A panel
  • Various ways to share Live Event recordings with internal and external individuals

Join us for this quick, 30-minute tutorial, and learn how to set up and execute your next Microsoft Teams Live Event.

Spend LESS Time in Your Microsoft Outlook Inbox! | Email Productivity Tips

We’ll show you some simple tricks in Microsoft Outlook and other Microsoft 365 apps that will help you stay more organized and be more productive.