Crash course

in Office 365:
How it can help you grow
your business
Crash course in Office 365 2

Table of contents

00. 01. 02.

Introduction Get more done Work better together

03. 04. 05.

Build your business Simplify to succeed Safeguard your business

06.
Complete your Crash course
solution finish line
Crash course in Office 365 3

00. Introduction
You already know the productivity power of Getting more capabilities in one solution
Office applications like Word, PowerPoint, reduces the amount of time you spend
and Excel. This crash course will show you managing technology and gives you the
how adopting cloud-based Office 365 most value for your investment. Office 365
gives you ever-improving versions of those also provides peace of mind that Microsoft
apps, with new capabilities delivered every is working 24/7 to help protect you against
month. You’ll also learn how Office 365 security threats—including automatic updates
empowers you to access your content from to ensure your employees will always have the
any device, coauthor with anyone in real latest features.
time (regardless of whether or not they’ve
purchased a copy of Office), and use the If you have more advanced needs, consider
power of artificial intelligence (AI) to create Microsoft 365, which provides advanced
more impactful content with less effort. security and device management capabilities
to help safeguard your business. It’s a
Office 365 gives you the Office apps complete, intelligent solution that empowers
you already know, along with powerful, your employees to be creative and work
simple new ways to work better together. together, securely.
That means services like business-class
email, online storage, and teamwork Whatever you choose, you’ll get the
solutions that you can now access from right solutions for today, with room
almost anywhere—all designed for small to grow tomorrow. Ready to get
businesses like yours. With Microsoft Teams started? Let’s dive in.
included, you can host productive online
meetings with coworkers, customers, and
suppliers no matter where they’re located.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 4

01.
Get more
done
Crash course in Office 365 5

Running a business
means being ready to
work wherever you go—
and giving employees
that same ability.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 6

Optimize your team

Office 365 helps your team perform at its

best, whether in the office, working from
home, at a client site, or on the road. You The number-one benefit of
get Word, Excel, and PowerPoint for iOS
and Android in addition to the PC versions
Microsoft 365 for us has been
can install on up to five devices. the improved access. We have
access to everything, anywhere
But it’s also much more than that. With
OneDrive for Business, team members
we are in the world, as long as
can securely access, save, and share files we can get online.
in the cloud using their favorite devices—
including Word, Mac, iOS, and Android.
Plus, the services included in Office 365 Will Hawkins
all work together, so you can focus on President,
Allpro Construction
getting work done rather than managing
apps and passwords.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 7

Take your work with you

With Office 365, the familiar Office apps you use every day
become productivity powerhouses, giving you the ability to
edit, share, and work together wherever your employees go.

Word PowerPoint

Need to give feedback to a colleague while Prep and present on the go, right from your
commuting? Edit documents on your Android tablet or smartphone. Presenter view gives
or iPhone with the Word mobile app. To add you full control over what your audience
comments, tap anywhere in a document, then sees, showing speaker notes only on your
click Edit and type your comment. If this is your mobile device. New ink, laser pointer, and
first time adding a comment, you’ll be asked to highlighting features help emphasize key
enter a username so other people know who concepts as you present.
edited the document.

Excel OneNote

Mobile-friendly Excel shortcuts make it easy to With OneNote 2019, you can invite others to
gain insights from information. Add formulas a shared notebook by choosing File > Share
using your tablet’s on-screen keyboard, or by > Invite People. To share a notebook during
tapping the Formulas tab. The Recommended a meeting, choose File > Share > Share with
Charts feature helps you pick visualizations Meeting. After others in your team open the
that make sense for your screen. notebook, anyone with permissions can add
meeting notes simultaneously, which then
sync automatically.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 8

Keep your files handy Give employees one place to

work together
OneDrive for Business enables effortless
access to files, including 1 TB of data for Microsoft Teams, part of Office 365, is a digital
each user—so your employees can work hub where employees who work closely
together and share documents easily, together on core projects—including people
wherever they are. Preview more than 270 outside your organization—can actively
common file types right from OneDrive connect and collaborate in real time to get
for Business—no need to open a separate things done. Have a conversation right where
app. You can even stream video on demand the work is happening, whether coauthoring
without waiting for it to download. Access a document, having a meeting, or working
and edit documents offline, and when together in other apps and services. Teams
you’re back online your updated files sync is the place to have informal chats, iterate
automatically. Pick up where you left off quickly on a project, work with team files, and
in your document when switching devices. collaborate on shared deliverables.
View or revert to a previous version of your
document thanks to automatic saving and It brings together conferencing, online storage,
file versioning. group workspace, and Office apps all in one
place, increasing your productivity and helping
you grow with confidence.
Get more organized
Stay productive with a clear, unified view of
your email, calendar, contacts, and tasks in
one place with Outlook—on PCs, Macs, iOS,
and Android, as well as through your web
browser. You can also get business-class
email without the hassle of managing your
own server thanks to full-featured Exchange
in the cloud.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 9

02.
Work better
together
Crash course in Office 365 10

Making decisions,
generating fresh ideas,
and building close
relationships with suppliers
and customers demands
good collaboration.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 11

Work better together—

anywhere

With more employees working from home,

Let your people work from
on the road, or from other locations,
collaboration isn’t always easy. Using wherever, because with
Microsoft Teams in Office 365, you can Office 365 you have a digital
easily host online meetings to get work environment that allows you
done in real time, bringing together
employees, customers, and suppliers all in
to track what your people
one place. are working on. There are
huge savings opportunities in
With Office 365, you can easily set up
online meetings with either voice only,
shifting to a digital office.
or voice and video. People can also work
on documents together in real time, even
Jarom Reid
if they are in different locations, and
Chief Executive Officer,
immediately see changes. Carpool Agency

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 12

Coauthor with confidence Share simply

Real-time coauthoring allows your employees Stop the confusion created when employees
to edit the same version of a document at the send documents by email. With Outlook
same time. This eliminates the need to email 2019, you can upload files to OneDrive, or
multiple versions back and forth. easily attach them to an email, enabling
everyone with authorization to access, view,
To get started using real-time coauthoring, and edit the same version. When attaching a
save your document to OneDrive for Business. file to an email, you’ll see a list of your recent
Then click the Share button, located in the documents — so you can spend less time
upper-right corner of the window. You can searching for the right one to attach.
share and work together on files with people
inside and outside your organization—even
with those who don’t have Office 365.

• In the History pane, see at a glance when a

file was created and modified.

• Revisions are listed by date and name, so

you can follow up with questions if needed.

• Click on a version to open it and see how it

differs from later versions of the same file.

• If you want to revert to an older version of

a file, just hit Restore.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 13

Master your meetings Meet on the go

Effective communication strategy is at the Host and join meetings from the Teams app.
heart of any successful team. From initiating You can chat, manage meeting controls,
a one-on-one dialog to driving a team zoom in when someone is sharing their
meeting, Office 365 gives your employees desktop, and even reschedule meetings all
control over their conversations, so they feel from your mobile device.
connected wherever they are.

Bring people together

Teams puts you in the driver’s seat
With one click, anyone you authorize inside
• Before a meeting: Share files in Teams so or outside your company can join your
it’s easy to access relevant documents and online meeting, from any device. Choose to
other materials. meet right away, or schedule from Outlook
for later.
• During a meeting: Participants can chat,
share their screens, and share files. The
Be creative and productive
meeting experience makes it easy to
Whiteboard, instant message, coauthor,
and move seamlessly from voice to video. When you meet through Teams, it’s not all
Record the meeting with one click to talk. You can present with interactive tools
share later. such as on-screen annotation, highlighting,
and virtual laser pointer. Draft, draw, and
• After a meeting: Put follow-up actions edit together, and see each other face to face
in the conversation thread of your Teams with HD videoconferencing—it’s almost like
channel. being in the same room.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 14

Get a digital home for projects

Whether you’re teaming up on a new product

strategy, a sales presentation, or a key company
initiative, SharePoint keeps content at the
center of teamwork. Files, sites, and content are
easily shareable and accessible across teams
and organizations.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 15

03.
Build your
business
Crash course in Office 365 16

Success comes
down to finding
new customers—
and delivering great
experiences that
keep them loyal.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 17

Office 365 gives you new ways to track Bring your ideas to life
and manage prospects, build deeper like a pro
relationships, and create a polished,
professional image so you can stay Your Office 365 apps learn from your personal
competitive as customer expectations style and help make you more productive with
grow. It also helps you streamline built-in intelligence designed to save you time
processes, giving your employees more and get the results you want.
time to focus on value-added tasks and
provide great service. • Word Editor is an advanced proofing tool
that checks spelling and grammar and makes
intelligent style suggestions to help you write
with greater impact, whether it’s a customer
proposal or an all-company memo.

• PowerPoint Designer automatically

generates design ideas to match the content
We use Microsoft 365 Business you’re putting on a slide for professional-
looking presentations every time. Ask for
to help keep production
design ideas by choosing Design > Design
running smoothly and to make Ideas on the ribbon.
sure that we are getting the
• Smart Lookup lets you select a word
right message to the right
or phrase in Excel, Outlook, Word,
people at the right time. or PowerPoint and right-click to get
information, definitions, history, and other
resources right on the page.
Heyward Garner
Chief Operating Officer, • Professionally designed templates speed
Garner Foods
the creation of almost any document,
whether it’s a business pitch, marketing
plan, or budget proposal.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 18

Engage with your customers Customer appointments made easy

more effectively
Simplify the process of scheduling and
As your business grows, keeping track managing customer appointments with
of customer information can be a the convenient, web-based Microsoft
challenge. Office 365 can provide you Bookings app, empowering customers to set
with easy-to-use tools for ensuring you appointments at their convenience. Share
never lose sight of opportunities. your appointment schedule on Facebook,
manage customer preferences, customize
Keep customers close staff and service scheduling, and manage it
all from your browser or mobile app. Select
Still keeping customer details in a Bookings from the Office 365 app launcher.
spreadsheet? Nurture relationships
with Outlook Customer Manager, the Get paid on time
CRM designed especially for businesses
with fewer than 10 employees. Invoicing is an easy-to-use online and mobile
It automatically tracks customer app that helps you send invoices, manage
interactions and lets you view customer your expenses, and monitor your cash flow.
details, history, deals in progress, and With Invoicing, you can get paid faster by
pending tasks right within Outlook. seamlessly creating, editing, sending invoices,
and accepting payments. You can even add
new customers, mark invoices as paid when
you receive payment, and view monthly and
yearly sales. Get paid via PayPal and sync
information with QuickBooks.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 10

Making decisions,
generating fresh ideas,
and building close
relationships with suppliers
and customers demands
good collaboration.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 20

Optimize your processes Create custom apps—no code

required
Whether it’s filling out forms, tracking
expenses, or moving data from one app to Build apps with the power to transform your
another, every company has mundane tasks business using PowerApps. Without writing
that take up precious time. Office 365 gives code, you can create apps that interact with
you easy ways to automate your everyday data in SharePoint lists and libraries, as well
administrative tasks to free up time for more as other cloud and on-premises sources.
important work. Use PowerApps to create digital experiences
that take advantage of technology—such
Work less, do more as cameras on mobile phones—to work in
innovative ways.

Microsoft Flow helps you create automated

workflows to share information between Make every mile count
apps, set up approval chains, get notifications,
and more. Start from a wide range of If you travel, tracking your mileage can
prebuilt templates that make it simple to use be one more daily hassle that slows you
intelligent automation. For example, use Flow down. Office 365 offers MileIQ,1 a smart app
to transfer information entered by a sales that automatically tracks your miles, helps
team in Microsoft Dynamics to a SharePoint you easily classify drives, and generates
list used by operations. Flow also integrates comprehensive reports for reimbursement
with on-premises and third-party services. or tax deduction.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 11

Work better together—

anywhere

With more employees working from home,

Let your people work from
on the road, or from other locations,
collaboration isn’t always easy. Using wherever, because with
Microsoft Teams in Office 365, you can Office 365 you have a digital
easily host online meetings to get work environment that allows you
done in real time, bringing together
employees, customers, and suppliers all in
to track what your people
one place. are working on. There are
huge savings opportunities in
With Office 365, you can easily set up
online meetings with either voice only,
shifting to a digital office.
or voice and video. People can also work
on documents together in real time, even
Jarom Reid
if they are in different locations, and
Chief Executive Officer,
immediately see changes. Carpool Agency

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 22

With an assortment of
third-party tools and
subscriptions, you have
to manage everything
separately, your data is
all over the place, and
the learning curve for
employees can be high.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 23

Simplify to succeed

Office 365 brings the widest range of

workplace solutions together in one place,
making them easy to use, easy to manage, We migrated early based on
and powerfully productive. With an online the recommendation from
dashboard, you have one place to manage
Microsoft. Not only was it a
users, devices, and services. Plus, with
Office 365 in the cloud, Microsoft takes smooth transition, but it will
care of the infrastructure—so you can focus save us money by simplifying
on growth. You don’t have to purchase or management and eliminating
maintain on-premises servers to have a
complete business solution.
our need for hardware. We’re
down to just one server.

Rick Lord
President and Chief Executive Officer,
AIM

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 24

Always up to date Get the most from your

investment
Unlike earlier desktop versions of
Office, Office 365 updates happen Because Office 365 is delivered as a cloud
automatically, ensuring your employees subscription service, you don’t have to wait
always have the latest features and to get the latest features and apps, and you
updates. You don’t have to manually don’t pay more for updated versions. You
install upgrades or worry about licensing can be assured that you have the most up-
them individually. It’s all included. to-date solutions for growing and managing
your business, on every device, without
having to manually install anything. Plus,
Get employees up and
with guaranteed 99.9 percent uptime and a
running—fast financially backed service level agreement
(SLA), your can rest assured your tools will be
Setting up new employees with Office
there when you need them.
365 is simple—they just sign in to office.
com with their login and password. They
can immediately access online versions Sign in once
of Office apps, email, and all the tools
that come with Office 365. One license Keeping track of multiple passwords doesn’t
covers fully installed, always-up-to-date just slow things down—it can lead to risky
Office apps on up to five phones, five practices such as writing down passwords
tablets, and five PCs or Macs per user. on paper or reusing them. Office 365 gives
On desktops, productivity starts right employees access to everything they need
away thanks to streaming download with one password, with end-to-end security
technology. When an employee leaves, across all applications and services.
removing their access to your business
data is just as easy.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 25

05.
Safeguard
your
business
Crash course in Office 365 26

Keeping your data safe

from cyberthreats is a
top priority—a breach
could bring significant
legal, financial, and
customer satisfaction
consequences.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 27

With Office 365, security is built in at every Protect against security threats
layer to help keep your data safe from
attackers and accidental leaks, control who You don’t need a big IT department to get
has access to information, and provide enterprise-grade protection. With best-in-
peace of mind that you are compliant. class services designed for businesses like
yours, Office 365 helps protect against spam,
malware, viruses, phishing attempts, malicious
links, and other risks.

Keep advanced threats at bay

Data loss prevention sold us Sophisticated threats can fool even vigilant
on Microsoft 365. Having employees. Office 365 Advanced Threat
Protection guards against hidden malware in
our identities hosted in the
links and email attachments, and keeps you
cloud means we won’t have a step ahead of viruses, ransomware, and
to worry about a domain evolving attacks.
controller failing and causing
data loss or downtime. Control your data wherever
it goes

Ryan Taylor Mobility is a good thing, but only if you can

IT manager, keep your data safe. Office 365 Mobile Device
iSalon
Management lets you set policies to help
control access to your organization’s Office 365
email and documents for supported mobile
devices and apps. With an advanced solution,
such as Microsoft 365 Business, if a device
is lost or stolen, you can remotely wipe it to
remove sensitive organizational information.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 28

Prevent data loss Microsoft doesn’t use your data

Office 365 also helps you restrict the Microsoft’s commercial online services,
copying or saving of company information including Office 365, do not capture, maintain,
to unauthorized apps and locations. It scan, index, share, or use any data-mining
prevents sensitive information, such as technology. This means your email will never
social security numbers or credit cards, be scanned for ad-serving purposes, nor
from leaking—saving your business from will the data you store with us be read or
the costs and damage of a data breach. unknowingly shared with third parties in any
way. You’ll also benefit from fully customizable
controls that enable you to tailor enterprise-
Manage compliance grade security services to best meet your
more easily company needs.

Microsoft also offers robust contractual

data privacy and security commitments Email security that just works
by default to help customers comply
with local and national regulations. The Email is a major gateway in and out of your
Online Services Terms contract includes organization. Prioritize security across the
the EU Model Clauses, UK Data Protection board with protection from external threats
Act, HIPAA/HITECH, and many other and defend with internal access controls. To
provisions. It applies as soon as customers deal with external threats and unknown risks,
accept the Microsoft License Agreement. Office 365 helps secure employee mailboxes
against sophisticated attacks in real time,
eliminating the need to install additional virus-
scanning software. Every email attachment or
link is automatically evaluated for suspicious
activity, and malicious content is neutralized
before an attack can occur.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 29

06.
Complete your
solution
Crash course in Office 365 30

By choosing Office 365,

you’re investing in growth
and success. Its productivity
and collaboration tools—
plus built-in security—
provide a solid foundation
for your modern workplace.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 31

How you take the next step can enable even

greater transformation. When you get Office
365 as part of Microsoft 365 Business, you get
the power and familiarity of Office 365 with
advanced security technologies, as well as
Once our employees
streamlined management and maintenance,
built specifically for businesses like yours. understood the full
It’s designed to keep company data secure capabilities of Microsoft 365,
while ensuring employees are their most productivity and efficiency
productive, in the office or on the go.
increased definitively.
Microsoft 365 includes features such as:
Christoffer Tykö
• Information protection policies to help Internal IT Team Leader,
control and manage how information is Play’n GO
accessed.

• Controls to protect your company data

on personal mobile devices.

• The ability to securely manage iOS,

Android, Windows, and macOS devices.

Introduction 01 02 03 04 05 06 Closing
Crash course in Office 365 32

Crash course
finish line
This crash course in Office 365
demonstrates the breadth of capabilities it
offers for empowering your business.

Building on the foundation of Office

solutions you use every day, Office 365 https://cumulusglobal.com
brings you new capabilities for working
better together, wherever opportunity
takes you. From easy online meetings to
Or contact us:
mobile document editing, from simplified T: 866-356-1202
management to comprehensive protection T: +1-508-948-4070
for your sensitive data, it helps you take
E: [email protected]
advantage of all the talent and resources
you have to compete and win.
Cumulus Global
Now that you’ve completed the Office 365
crash course, it’s time to take a closer look
4 Bellows Rd / 2nd Floor
at exactly which Microsoft plan is right for PO Box 1129
your business. Westborough, MA 01581-6129

1
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