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Microsoft 365 For Dummies
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Microsoft 365 For Dummies
by Jennifer Reed
Microsoft 365 For Dummies
Cover
Title Page
Copyright
Introduction
Part 1: Keeping up with Microsoft 365
Part 2: Reimagining Teamwork
Part 3: Modernizing the Workplace with Office Apps
Part 4: Storing Your Data in the Cloud
Part 5: Giving Power to the People Like You and Me
Part 6: Being Your Own IT Department
Part 7: The Part of Tens
Index
About the Author
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Connect with Dummies
End User License Agreement
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Prev
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Title Page
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Introduction
Microsoft® 365 For Dummies®
To view this book's Cheat Sheet, simply go to
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Table of Contents
Cover
Title Page
Copyright
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part 1: Keeping up with Microsoft 365
Chapter 1: What’s in It for You: Overview of Features
Tasting the Flavors of Microsoft 365
Honing in on the Workplace Features
Chapter 2: Work, Meet Life: The New World of Work
Going Native, Digitally
Prioritizing Self-Care and Well-Being
Part 2: Reimagining Teamwork
Chapter 3: Unlocking Digital Collaboration
There’s a Purpose for That App
Connecting Experiences Across Apps
Chapter 4: Zooming In on Teams
Getting to Know Teams
Creating a Humanistic Workplace
Chapter 5: Rocking Your Meeting Like a Boss
The Things You Do Before
The Stuff You Do During
The Actions to Take After
Chapter 6: Facilitating Meetings and Breakout Sessions
The Basics of Teams Meetings
Meeting within a Meeting with Breakout Rooms
Chapter 7: All About Webinars and Live Events
Calling the Shots with a Webinar
So, You Want to be a Producer
Part 3: Modernizing the Workplace with Office Apps
Chapter 8: Getting the Most Out of Word
It’s Alive! Your Document, That Is
Becoming a Better Writer
That Time When Word Helped Your Career
Chapter 9: Stepping up Your Excel Chops
Excelling in Excel
Taking a Shortcut to Completing Tasks
So, You’re a Data Analyst Now?
Chapter 10: Wowing Your Audience with PowerPoint
More than Just the Basics of PowerPoint
The Art of Creating a Deck
The Science of Presenting a Deck
Chapter 11: Going Digital with OneNote
Exploring Basic Functions
Stepping Up the Notetaking Game
Chapter 12: Staying Connected with Outlook
The Not-Just-Basic of Outlook
Schedule Management with the Calendar
Outlook Out of the Ball Park
Part 4: Storing Your Data in the Cloud
Chapter 13: Centralizing Data in SharePoint
Getting to Know SharePoint Online
The Wonders of Microsoft Lists
The Marvels of Document Libraries
Chapter 14: Goodbye Hard Drive, Hello OneDrive
Storing and Syncing Files in OneDrive
The Many Ways to Share Files
Part 5: Giving Power to the People Like You and Me
Chapter 15: Understanding the Power Platform
What Is the Power Platform?
Creating Workflows with Power Automate
Getting to Know Power Apps
Telling a Story with Data in Power BI
Advanced Concepts
Chapter 16: Creating a Power-Automated Approval Process
Gathering What You need
All Systems Go, Let’s Flow!
Chapter 17: Developing Your First App with Power Apps
Before Building the App
Building the App
Launching the App
Chapter 18: Dashboarding with Power BI
Understanding Power BI Concepts
Exploring a Sample Data Set
Part 6: Being Your Own IT Department
Chapter 19: Getting Up Close and Personal
Let’s Get Personal
IT Tasks You’re Empowered to Do
Chapter 20: Reining in Your Devices
Managing Your Devices
You Have Left the Building — Virtually
Part 7: The Part of Tens
Chapter 21: Ten More Apps that Get the Work Done
People
MyAnalytics
Kaizala
Stream
Whiteboard
Lists
Forms
Yammer
Sway
Planner
Chapter 22: Ten Ways to Rock Delve
Know Thyself with MyAnalytics
Delve Away, Your Docs Are Safe
Delve Consumes OneDrive and SharePoint data
The Search Is On for People and Docs
Act On a Document
Favorite Documents for Later Use
Group Documents in a Board
Documents-at-a-Glance with Cards
Popularity Contest for Documents
Get to Know Your Colleagues
Chapter 23: Ten Microsoft 365 Remote Work Tips
Set Lunch Hours and Enjoy Your Meal
Chill and Decompress: Go Meditate
Start Your Zero-Carbon Commute
Keep Your Promises with Help from AI
Work Late but Let Others Not
Make Your Meeting Worth Their Time
Wrap It Up in Five Minutes
Say Thanks with Praise
Your Status Is Not Complicated
Give a Heads Up with Signatures
Index
About the Author
Advertisement Page
Connect with Dummies
End User License Agreement
List of Tables
Chapter 9
TABLE 9-1 Sample Fundraising Data for Q4
TABLE 9-2 Sample Fundraising Data for Q1
List of Illustrations
Chapter 1
FIGURE 1-1: Snapshot of apps in Microsoft 365.
FIGURE 1-2: Creating a new Teams hub.
FIGURE 1-3: Manage a Project template.
FIGURE 1-4: Add more people to the Teams hub.
Chapter 2
FIGURE 2-1: Emojis and GIFs in the Expressions panel in Outlook Online.
FIGURE 2-2: Filtering email for @mentions.
FIGURE 2-3: Using @mention in Word.
FIGURE 2-4: Viewing saved versions of a Word document.
FIGURE 2-5: Finding the Viva Insights app in Teams.
FIGURE 2-6: Scheduling focus times.
FIGURE 2-7: Scheduling Virtual Commute times.
Chapter 3
FIGURE 3-1: Installing the Office 365 desktop apps.
FIGURE 3-2: Starting a meme from the chat box.
FIGURE 3-3: Customizing a meme.
FIGURE 3-4: Managing the app Privacy settings.
FIGURE 3-5: Validating connected experiences is enabled.
FIGURE 3-6: Getting ready to dictate.
Chapter 4
FIGURE 4-1: Teams desktop user interface.
FIGURE 4-2: The Compose box.
FIGURE 4-3: Alerting others to collaborate on a document.
FIGURE 4-4: Co-authoring a document in real time.
FIGURE 4-5: The Read Receipts Seen icon looks like an eye.
FIGURE 4-6: Knowing who has seen your message in a group chat.
FIGURE 4-7: Reading or listening to voicemail.
FIGURE 4-8: Applying Background effects.
FIGURE 4-9: Together Mode in Teams.
FIGURE 4-10: Changing the video layout during a meeting.
FIGURE 4-11: Adjusting the noise suppression level.
Chapter 5
FIGURE 5-1: Suggested content from the Meeting Insights.
FIGURE 5-2: Viewing the Prepare for your meetings insight.
FIGURE 5-3: Viewing details of the meeting and booking prep time.
FIGURE 5-4: Chatting with participants before a meeting.
FIGURE 5-5: Chatting with participants without joining the meeting.
FIGURE 5-6: Loading the agenda and sharing documents prior to a meeting.
FIGURE 5-7: The presenter’s screen with slide notes only visible to the present...
FIGURE 5-8: The Reporter presenter mode in Teams.
FIGURE 5-9: Selecting presenter modes in Teams.
FIGURE 5-10: Live captions in action during a meeting.
FIGURE 5-11: Live transcription during a meeting.
FIGURE 5-12: Artifacts from a Teams meeting.
FIGURE 5-13: Tasks list in a Teams channel.
FIGURE 5-14: Translating a chat into your default language.
Chapter 6
FIGURE 6-1: The Teams add-in in Outlook.
FIGURE 6-2: Scheduling a Teams meeting from Outlook Online.
FIGURE 6-3: Scheduling a Teams meeting from a chat.
FIGURE 6-4: Scheduling a meeting in a channel.
FIGURE 6-5: Using Meet now in a channel.
FIGURE 6-6: A meeting link in an Outlook invitation.
FIGURE 6-7: Finding the Breakout rooms icon.
FIGURE 6-8: Selecting the participants for the rooms.
FIGURE 6-9: Setting the room settings.
FIGURE 6-10: Chat sessions for each Breakout room.
FIGURE 6-11: Announcement sent to Breakout rooms.
FIGURE 6-12: Breakout room status changed to Closed.
Chapter 7
FIGURE 7-1: Creating a webinar event from the Teams Calendar app.
FIGURE 7-2: Default webinar registration is set to “For everyone.”
FIGURE 7-3: Viewing the webinar registration form.
FIGURE 7-4: Customizing the webinar registration form.
FIGURE 7-5: Additional data fields for the registration form.
FIGURE 7-6: Saving the link to the registration form.
FIGURE 7-7: Final webinar registration form.
FIGURE 7-8: Notification that an attendee has joined the webinar and is waiting...
FIGURE 7-9: Specifying how the live event is produced.
FIGURE 7-10: The producer’s view of the event.
FIGURE 7-11: The attendee’s view of the event.
Chapter 8
FIGURE 8-1: Activating the First Page Header.
FIGURE 8-2: Accessing the Stock Images library.
FIGURE 8-3: Inserting a Cutout People image.
FIGURE 8-4: Choosing a layout option.
FIGURE 8-5: Selecting a persona from the Cutout People tab.
FIGURE 8-6: Digital inking in Word.
FIGURE 8-7: Enabling the Draw tab.
FIGURE 8-8: Customizing a pen for inking.
FIGURE 8-9: Displaying a tooltip.
FIGURE 8-10: Immersive Reader tools.
FIGURE 8-11: What Editor thinks of my writing.
FIGURE 8-12: Editor suggestions for conciseness.
FIGURE 8-13: Using Researcher to add content.
Chapter 9
FIGURE 9-1: Entering data in Excel.
FIGURE 9-2: The AutoSum button from the Editing group in the Home tab.
FIGURE 9-3: Fundraising details in a worksheet.
FIGURE 9-4: Converting your data into a table.
FIGURE 9-5: Special features for sorting and filtering a table.
FIGURE 9-6: Collaborating on an Excel file.
FIGURE 9-7: Talking to colleagues via Comments in Excel.
FIGURE 9-8: Office Script buttons in the Automate tab.
FIGURE 9-9: Lines of codes for the actions saved in Office Script.
FIGURE 9-10: Finding the Office Scripts you recorded.
FIGURE 9-11: Shared script icon.
FIGURE 9-12: The Run Permission dialog box for users who don’t own the Excel fi...
FIGURE 9-13: Excel’s Convert to Geography prompt.
FIGURE 9-14: Countries converted to linked data types.
FIGURE 9-15: Information card for geography linked data types.
FIGURE 9-16: Excel’s Insert data command allows you to add more data.
FIGURE 9-17: Going down the rabbit hole with more data.
FIGURE 9-18: Your data, analyzed by Excel.
FIGURE 9-19: Ask and you shall be answered.
Chapter 10
FIGURE 10-1: PowerPoint Online welcome page.
FIGURE 10-2: Clicking the More themes link.
FIGURE 10-3: Selecting the QuickStarter template.
FIGURE 10-4: Search results for “microenterprise.”
FIGURE 10-5: Recommended starter slides for the topic.
FIGURE 10-6: Suggested talking points from the QuickStarter outline.
FIGURE 10-7: Taking a cue from Design Ideas.
FIGURE 10-8: Designer offers several options.
FIGURE 10-9: Adding an icon to a master slide.
FIGURE 10-10: Selecting the PowerPoint Template file type.
FIGURE 10-11: Critique from the Presenter Coach.
FIGURE 10-12: Finding the Rehearse with Coach button.
FIGURE 10-13: Presenter Coach listening to you speak.
FIGURE 10-14: Selecting the audience for a presentation.
FIGURE 10-15: Joining the session from a URL or QR code.
FIGURE 10-16: Live Presentations meeting controls.
FIGURE 10-17: Live Presentations icon options.
FIGURE 10-18: A Live Presentations audience experience.
FIGURE 10-19: A survey of the presentation.
Chapter 11
FIGURE 11-1: OneNote apps installed on the same computer.
FIGURE 11-2: OneNote app included in Microsoft 365 subscription.
FIGURE 11-3: OneNote app for Windows 10.
FIGURE 11-4: OneNote web app.
FIGURE 11-5: Creating a new notebook in the web app and mobile app.
FIGURE 11-6: Creating a new notebook from the OneNote desktop app.
FIGURE 11-7: Creating a new notebook from the OneNote Windows 10 app.
FIGURE 11-8: Accessing the Properties of an open notebook.
FIGURE 11-9: Tagging content.
FIGURE 11-10: Create a Summary Page button from the Tag Summary pane.
FIGURE 11-11: Commands in the History tab.
FIGURE 11-12: Restoring an older version of a page.
FIGURE 11-13: Sharing a notebook.
FIGURE 11-14: Specifying the sharing permission.
Chapter 12
FIGURE 12-1: Launching the Outlook app.
FIGURE 12-2: The Outlook desktop ribbon interface.
FIGURE 12-3: Focused inbox in Outlook.
FIGURE 12-4: Moving a message to the Focused tab.
FIGURE 12-5: Suggested replies to an email.
FIGURE 12-6: Schedule a meeting suggested reply.
FIGURE 12-7: Suggested times for a meeting from a suggested Schedule a meeting ...
FIGURE 12-8: Text prediction in Outlook.
FIGURE 12-9: Opening the Outlook web app settings pane.
FIGURE 12-10: Turning off text predictions in the Outlook web app.
FIGURE 12-11: Joyful animation from the word “Congratulations.”
FIGURE 12-12: Searching for Outlook email using natural language.
FIGURE 12-13: Responding to an email with a meeting.
FIGURE 12-14: Selecting a time based on Free/Busy information.
FIGURE 12-15: Exploring the color codes in the Categorize functionality.
FIGURE 12-16: Displaying three time zones in Outlook.
FIGURE 12-17: Configuring the time zones display.
FIGURE 12-18: Sharing an email to Teams.
FIGURE 12-19: Sending a Teams chat to Outlook.
FIGURE 12-20: Outlook Notes shown as icons.
FIGURE 12-21: Notetaking with Sticky Notes.
FIGURE 12-22: Play My Emails in the Outlook app for iOS.
Chapter 13
FIGURE 13-1: Modern experience of SharePoint Online.
FIGURE 13-2: Finding the SharePoint icon from the app launcher.
FIGURE 13-3: Create site icon from the SharePoint Start page.
FIGURE 13-4: Form for creating a SharePoint Team site.
FIGURE 13-5: Landing page for a SharePoint site.
FIGURE 13-6: Checking the site membership.
FIGURE 13-7: Navigating to the Site permissions settings.
FIGURE 13-8: Options in the Permissions pane.
FIGURE 13-9: Removing someone from the site to revoke access.
FIGURE 13-10: Creating a new list from the home page.
FIGURE 13-11: Creating a List from scratch.
FIGURE 13-12: Renaming a column.
FIGURE 13-13: Customized List displayed in All Items view.
FIGURE 13-14: Hiding a column from a view.
FIGURE 13-15: Gallery view of a List in SharePoint.
FIGURE 13-16: Setting up alerts for changes to a list.
FIGURE 13-17: Document library files displayed in Tiles view.
FIGURE 13-18: Creating a new file.
FIGURE 13-19: Viewing activity from the details pane.
FIGURE 13-20: Selecting the version to restore.
Chapter 14
FIGURE 14-1: Setting up the OneDrive sync up from a PC.
FIGURE 14-2: Taking control of your BYOD.
FIGURE 14-3: The Files-on-Demand status icons.
FIGURE 14-4: PC experience for folders synced with the OneDrive app.
FIGURE 14-5: Selecting a file to move.
FIGURE 14-6: Confirming the move from the pop-up alert.
FIGURE 14-7: Selecting the file to share.
FIGURE 14-8: Options for link settings.
FIGURE 14-9: Revoking access from the Manage Access pane.
Chapter 15
FIGURE 15-1: Template options in Power Automate.
FIGURE 15-2: The Power Apps home page.
FIGURE 15-3: The Power Apps Studio screen.
FIGURE 15-4: Power Apps on a mobile device.
FIGURE 15-5: AI Builder models in Power Apps.
Chapter 16
FIGURE 16-1: Creating a new document library.
FIGURE 16-2: Giving the library a name.
FIGURE 16-3: Heading to the Power Automate portal.
FIGURE 16-4: Navigating to the templates page.
FIGURE 16-5: Finding the Approval template.
FIGURE 16-6: Overview of how the flow is built.
FIGURE 16-7: Successful connection with the connectors.
FIGURE 16-8: Configuring the flow.
FIGURE 16-9: Manually adding the site URL by adding a custom item.
FIGURE 16-10: Viewing the innards of your flow on the Details page.
FIGURE 16-11: Approval email sent to your boss.
FIGURE 16-12: Power Automate and Teams integration.
FIGURE 16-13: Teams notification about approval of your request.
FIGURE 16-14: Turning off the workflow.
Chapter 17
FIGURE 17-1: Creating a new list.
FIGURE 17-2: Initial setup of the list.
FIGURE 17-3: Opening the Details pane.
FIGURE 17-4: Specifying who has access to the list.
FIGURE 17-5: Granting access to everyone in your organization to edit the items...
FIGURE 17-6: Updating the list settings.
FIGURE 17-7: Managing Read, Create, and Edit access.
FIGURE 17-8: Using the breadcrumb navigation to exit the Settings page.
FIGURE 17-9: Renaming the Title column.
FIGURE 17-10: Adding a new column to a list.
FIGURE 17-11: Updating the list of choices to answer the question.
FIGURE 17-12: The completed Engagement Survey List.
FIGURE 17-13: Creating a canvas app.
FIGURE 17-14: Navigating Power Apps Studio.
FIGURE 17-15: Connecting to the data source.
FIGURE 17-16: Selecting the connected data source for the app.
FIGURE 17-17: Resizing the form.
FIGURE 17-18: Wrapping text on a card.
FIGURE 17-19: Changing the Default Mode for the form to create a new item.
FIGURE 17-20: Previewing the app.
FIGURE 17-21: Changing the color of the text label.
FIGURE 17-22: Adding the Check icon to the screen to serve as the Submit button...
FIGURE 17-23: The Survey screen with headers and buttons.
FIGURE 17-24: Built-out Welcome screen.
FIGURE 17-25: Entering the code to open a new screen.
Chapter 18
FIGURE 18-1: Checking your Power BI license.
FIGURE 18-2: Reverting to the original view with the Reset to default button.
FIGURE 18-3: The Power BI Service Home page.
FIGURE 18-4: Finding the link to sample datasets.
FIGURE 18-5: Connecting to the Retail Analysis Sample dataset.
FIGURE 18-6: Retail Analysis Sample dataset loaded in My workspace.
FIGURE 18-7: Retail Analysis Sample dashboard visualization.
FIGURE 18-8: Retail Analysis Sample report visualization.
FIGURE 18-9: Asking your data a question in your own words.
Chapter 19
FIGURE 19-1: Uploading a profile photo in Delve.
FIGURE 19-2: Changing the cover photo in Delve.
FIGURE 19-3: A sample profile page in Delve.
FIGURE 19-4: Selecting the first verification method.
FIGURE 19-5: Setting up phone verification.
FIGURE 19-6: Using the Microsoft Authenticator app as a verification method.
FIGURE 19-7: The My Account portal.
FIGURE 19-8: Entering the CAPTCHA during password reset.
FIGURE 19-9: Choosing a verification method.
Chapter 20
FIGURE 20-1: Checking the status and disabling an inactive device.
FIGURE 20-2: Status of devices managed by Intune.
FIGURE 20-3: Sign-in activity log in My Sign-Ins.
FIGURE 20-4: Connecting multiple Microsoft 365 accounts to a device.
FIGURE 20-5: Disconnecting a Microsoft 365 account from a BYOD device.
Chapter 21
FIGURE 21-1: A Whiteboard artifact.
FIGURE 21-2: Starting a list from scratch.
FIGURE 21-3: Tasks in buckets in Planner.
Chapter 22
FIGURE 22-1: The Me page in Delve reminds you of what you’re working on.
FIGURE 22-2: “Show all” search results to find people and documents.
FIGURE 22-3: The things you can do with documents and search results.
FIGURE 22-4: Finding the Board icon.
Chapter 23
FIGURE 23-1: Delay delivery suggestion from Viva Insights.
Guide
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Title Page
Copyright
Table of Contents
Begin Reading
Index
About the Author
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