Microsoft 365 Document Management Training

Remote training for your business users on how to use SharePoint Online & OneDrive for Business for productive and secure document collaboration and management.

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Training Overview

Are your users struggling to get their heads around how to use Office 365 apps to manage their work documents? In this half-day onsite hands-on training, your users will learn how to use SharePoint Online & OneDrive for effective and secure document management.

This is a must-do Office 365 training if you are migrating your legacy document management systems or network file shares to SharePoint Online and OneDrive for Business.

Target Audience:

The Office 365 document management training is targeted for:

  • All business users in your organisation

Deliverables:

During the training, you will get the following deliverables.

  • Hands-on training exercises
  • Access to recorded training sessions.

Class Size:

Each training session is limited to fifteen attendees.

Training Agenda

List of learning modules covered in the training:

  • What is OneDrive for Business? How is it different from SharePoint Online?
  • When to use OneDrive for Business?
  • When to use SharePoint Online?
  • Document Management & Collaboration
    • Saving documents to SharePoint Online or OneDrive for Business
    • Copying and Moving documents from OneDrive for Business to SharePoint Online
    • Working with documents (Microsoft Word, Excel and PowerPoint).
    • Co-authoring documents
    • Sharing document links (instead of email attachments) in email
    • Managing Document Versions
    • Bookmarking documents for future reference
    • Taking documents offline
    • On-demand file sync using OneDrive client on the desktop
  • Using SharePoint Online and OneDrive mobile apps (both iOS & Android platforms)
    • Signing into the mobile apps
    • Navigating the mobile apps
    • Using the SharePoint App
      • Search SharePoint
      • News Tab
      • Saving for later
      • Managing Notifications
    • Using OneDrive for Business App
      • Files Tab – Scan, Upload new files
      • Office Lens – Scan and Save documents, whiteboards and business cards directly to OneDrive.
      • Access shared files –
      • Access shared SharePoint libraries
      • Search Documents

FAQs

We require at least two weeks’ notice to book the training session.

The training is delivered remotely using Modern Work’s remote classroom training software called BigMarker. Please make sure you run the BigMarker System Check to ensure your users don’t have any technical issues attending the training.

No prior knowledge of SharePoint or OneDrive for business is required for this training.

No, the trainer will use Office 365 tenant managed by Modern Work Group during the training.

We recommend keeping the online learning classroom sizes small to support better interaction and attendee experience. The maximum number of attendees you can have in a session is fifteen. If you want us to train more than fifteen users, you need to book more sessions. 

True subject matter expert!

Jag is a true SME who brings a practical and commercial focus to his work. He has a gift for breaking down technical & complex solutions into clear paths forward for his end users. He’s skilled at engaging executives & communicating across teams. Jag provided invaluable insight & recommendations to us as we migrated to Office 365.
Elizabeth Fritzlaff
Senior HR Professional

Finest SharePoint Architect!

Jag is one of the finest SharePoint Architects I have seen. His business acumen, architectural, and technical skill come together to deliver first class results. His people skills are well honed and he is completely outcome focused. A real ‘safe pair of hands
Derrick Wheeler
Head of IT

⭐⭐⭐⭐⭐

We highly recommend Jag and his team – the training was engaging, and specific to our individual knowledge. Jag was very flexible with the course content to help us focus on our own organisational requirements. It has significantly improved our SharePoint knowledge and we’ve been able to make immediate improvements to our intranet that have already been noticed by our users.
Michelle Gough
Corporate Communications, Essential Energy

SharePoint and Power Automate expert!

Jag and I had some conversation about how to automate things on Microsoft Office 365 related to SharePoint and Power Automate. He provided his pure knowledge that I needed at that time. He is great when he is sharing what he knows and explaining things crystal clear. I will ask his advice when I need it again. Nice to knowing him.
Mustafa Haydar Bayzan
Business Intelligence Project Manager