Office 365 Overview for IT Admin Staff

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Office 365 Overview Training


Course Aim

To give an overview of Office 365 and its components to assist in deployment decisions across the business.

Target Student: IT Admin Staff who need to deploy Office 365 to the business.

Course Objectives

  • Understand Office 365 Applications
  • Effectively navigate around Office 365
  • Identify and capitalize on the components of Office 365
  • Understand Email, Office Web Apps Word; Excel; PowerPoint; Visio; OneNote, SharePoint Sites, Groups, Microsoft Teams, Skype for Business, Sway, Planner, OneDrive, Forms, Yammer, Flow, Project Online, PowerApps, Delve, Video, Stream, Power BI, Staff Hub, Microsoft To-Do and Office 365 Admin Centre


In this Instructor-led, hands-on course, delegates will learn about Cloud computing and Office 365 along with its components.  As this is an Overview course, each section will be for information and decision-making purposes.  Separate courses can be held for more in-depth features of the Office 365 Suite, if required.

Course Content:

Office 365 Overview

  • Introducing Cloud Computing and its benefits
  • Enterprise Plans Overview
  • Identify and outline the components of Office 365 including Email, Office Web Apps Word; Excel; PowerPoint; Visio; OneNote, SharePoint Sites, Groups, Microsoft Teams, Skype for Business, Sway, Planner, OneDrive, Forms, Yammer, Flow, Project Online, PowerApps, Delve, Video, Stream, Power BI, Staff Hub, Microsoft To-Do and Admin Centre

Outlook Web App

  • Overview of the Outlook Web Apps Mail, Calendar, People and Tasks
  • Working with Email and Folders
  • Setting Outlook Options
  • Outlook Contacts (People) and IM Contacts
  • Using the Calendar
  • Shared Calendars
  • Working with Tasks

Office Web Apps Word, Excel, PowerPoint, Visio and OneNote

  • Introduction to Office Web Apps Word, Excel, PowerPoint, Visio and OneNote
  • Creating, editing and saving documents in the Cloud
  • Sharing documents with other users

OneDrive for Business

  • Overview of OneDrive for Business and benefits of using it
  • Navigating around OneDrive for Business
  • Creating new files
  • Uploading files
  • Sharing Documents and Collaborating with others
  • Sorting and Viewing files
  • Syncing OneDrive for Business with your devices
  • OneDrive for Business Admin Centre Overview

SharePoint Team Sites

  • Overview of SharePoint Site Collection and sites
  • SharePoint Topology
  • SharePoint Site Settings Overview
  • Using a Team Site
  • Using Document Libraries
  • Permissions Overview
  • Creating Office documents and saving to SharePoint

Office 365 Groups

  • Introduction to Office 365 Groups
  • Groups Vs Microsoft Teams
  • Groups Overview and Purpose
  • Creating New Groups and Adding Members
  • Conversations, Files, Calendar Overview
  • View the Group in SharePoint

Skype for Business (SFB)

  • Signing in to SFB
  • Overview of SFB screen
  • Setting your Presence and Location
  • Adding a Personal Note
  • Searching for Contacts
  • Adding Contacts to your Favourites Group
  • Sending and replying to an Instant Message (IM)
  • Making a call/Video Call
  • Setting up a SFB online Meeting
  • Sharing a Desktop or Program with others
  • Integration with Outlook


  • Overview of Sway and its uses
  • Creating a new Sway with a Storyline
  • Adding Cards
  • Adding a Narrative
  • Changing the Theme
  • Preview the Sway
  • Sharing Sway with Others


  • Overview of Planner and its uses
  • The Planner Hub
  • Creating a new Plan
  • Adding Buckets
  • Adding Tasks
  • Working with Boards and Cards
  • Adding Plans to Favourites


  • Overview of Forms and Quiz
  • Creating a new Form/Quiz
  • Adding Title and Description
  • Adding Form Content
  • Branching Logic
  • Form Preview
  • Sharing Forms with others
  • Reviewing Form Responses


  • Overview of Yammer
  • Creating Yammer Groups
  • Creating Yammer Networks
  • Adding Members to Yammer Groups
  • Post Messages and share information
  • Search for information in a Yammer Group
  • Access Options in Yammer
  • Polls, Praise and Announcements


  • Overview of Flow and Connecting Services
  • Flow Templates
  • Creating Flows from Templates
  • Creating Flows from Blank
  • Creating Flows from Groups or SharePoint
  • Running and Editing a Flow
  • Deleting a Flow


  • Overview of PowerApps
  • Overview of the PowerApps Interface
  • The Parts of PowerApps
  • Related Technologies
  • Explore Sample Apps
  • Create an App from a Template
  • Create an App from a Data Source
  • Run the App in Preview Mode
  • Browse, Details and Edit Screen


  • Overview of Video
  • Upload Video
  • Create and Manage Channels

Microsoft Stream

  • Overview of Microsoft Stream
  • Stream Vs Office 365 Videos
  • Upload a Video
  • Stream Permissions
  • Find Content
  • Channels and Groups
  • Embed and Share Videos

Power BI

  • Overview of Power BI and its uses
  • Overview of Power BI interface
  • Working with Workspaces
  • Overview of Dashboards, Reports and Datasets
  • Upload or Connect Data
  • Natural Language Queries
  • Quick Insights
  • Adding Visualizations
  • Visual Interactions
  • Reports
  • Pinning Reports
  • Refresh data
  • Adding Filters
  • Sharing the Dashboard

Project Online

  • Overview of Project Online and its components
  • The Project Web App
  • Uploading Projects from Project Professional to Project Web App
  • New Enterprise Projects
  • Viewing Projects in the PWA
  • How to Build the Team
  • View/Set Project Permissions
  • View Resource Assignments and Capacity Planning across all projects
  • Setting up and completing TimeSheets
  • Issues and Risks
  • Status Reports
  • Reports – Project Overview Dashboard, Project Overview, Resource Overview


  • Overview of Delve and its components
  • Viewing documents
  • Changing Personal Information
  • Managing Boards
  • Managing Favourites

Microsoft Staff Hub

  • Overview of Staff Hub
  • Setting Up a Team
  • Adding Members
  • Create Shifts
  • Publish Schedule
  • Team Files
  • Team Settings

Microsoft Teams

  • Overview of Microsoft Teams
  • Teams Vs Groups
  • Overview of Teams Interface
  • Creating a Team
  • Add Team Members
  • Add Channels
  • Team Permissions
  • Chat, Meetings, Files and OneNote
  • Video Chats (Meet Now)
  • Add a new Tab
  • Wiki Pages

Office 365 Admin Centre

  • Overview of the Admin Centre Home Page
  • Users
  • Groups
  • Resources
  • Billing
  • Support
  • Settings
  • Setup
  • Reports
  • Health
  • Admin Centers

Microsoft To-Do

  • What is Microsoft To-Do
  • How to log into Microsoft To-Do
  • Purpose of Microsoft To-Do
  • Overview of Microsoft To-Do List interface
  • Creating a My Day To-Do list
  • Creating a New List
  • Changing the List Title
  • Add Tasks
  • Change the Theme
  • Delete the List
  • Sort the List
  • Add items to the My Day To-Do List


Course Duration:  3 days

Cost: £595 + VAT


Office 365 Training Scotland, Inverness, Glasgow, Aberdeen, Edinburgh and onsite courses available throughout the UK

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