Office 365 User Guide - Nikkia Carter - E-Book

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Nikkia Carter

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Beschreibung

Work with the powerful subscription software, Office 365 to increase your organization's efficiency by managing file sharing, email exchange and much more.




Key Features



  • Become well versed with Office 365 and leverage its capabilities for your business


  • Speed up your workflow and effectively collaborate using Office Web Apps


  • Learn to set audio and web conferences and seamlessly access your workspace



Book Description



Microsoft Office 365 combines the popular Office suite with next-generation cloud computing capabilities. With this user guide, you'll be able to implement its software features for effective business communication and collaboration.






This book begins by providing you with a quick introduction to the user interface (UI) and the most commonly used features of Office 365. After covering the core aspects of this suite, you'll learn how to perform various email functions via Exchange. Next, you will learn how to communicate using Skype for Business and Microsoft Teams. To boost your productivity, this book will help you learn everything from using instant messaging to conducting audio and web conferences, and even accessing business information from any location. In the final chapters, you will learn to work in a systematic style using file management and collaboration with OneDrive for Business using SharePoint.






By the end of this book, you'll be equipped with the knowledge you need to take full advantage of Office 365 and level up your organization's productivity.





What you will learn



  • Understand the UI of Office 365


  • Perform a variety of email functions through Exchange


  • Communicate using Skype for Business and Microsoft Teams


  • Explore file management using OneDrive for Business


  • Collaborate using SharePoint


  • Understand how to leverage Office 365 in your daily tasks



Who this book is for



If you are an IT professional who wants to upgrade your traditional Office suite, this book is for you. Users looking to learn, configure, manage, and maintain an Office 365 environment in their organization will also find this book useful. Some understanding of Microsoft Office Suite and cloud computing basics will be beneficial.

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Seitenzahl: 235

Veröffentlichungsjahr: 2019

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Office 365 User Guide

 

 

 

 

 

 

 

A comprehensive guide to increase collaboration and productivity with Microsoft Office 365

 

 

 

 

 

 

 

 

 

 

Nikkia Carter

 

 

 

 

 

 

 

 

 

 

 

BIRMINGHAM - MUMBAI

Office 365 User Guide

Copyright © 2019 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

 

Commissioning Editor: Vijin BorichaAcquisition Editor: Akshay JethaniContent Development Editor: Jordina DcunhaTechnical Editor: Varsha ShivhareCopy Editor:Safis EditingLanguage Support Editor: Rahul DsouzaProject Coordinator: Nusaiba AnsariProofreader: Safis EditingIndexer: Rekha NairGraphics: Jisha ChirayilProduction Coordinator: Tom Scaria

First published: April 2019

Production reference: 1300419

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-78980-931-2

www.packtpub.com

 
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Contributors

About the author

Nikkia Carter is the Worldwide Modern Workplace Tech Lead at Microsoft, covering Office 365, Microsoft Teams, Windows, SharePoint, Office, and Security and Compliance. She also serves on Microsoft's VFI taskforce. In 2001, she started as an applications developer, before adding in intranet development. In 2009, Nikkia changed to SharePoint, later adding Office 365 and related tech. She ran a Microsoft partnership for seven years, before selling it in 2018. She has worked with clients in the government, commercial, and non-profit spaces. Nikkia is an accomplished speaker, event organizer, former community leader, former Microsoft MVP, and a Microsoft and Microsoft Partner board member.

I want to thank my editors and reviewers for helping me to finish this book, and to my readers for their patience.

About the reviewers

Yvette F. Watson is a solutions architect for Microsoft collaboration solutions based in the Philippines. Her experience with a Microsoft Partner exposed her to Office 365 deployments and Exchange Online migrations for various large and multinational companies. Among her certifications are Microsoft Certified Solutions Expert (MCSE): Productivity, Microsoft Certified Solutions Associate (MCSA): Office 365, and Microsoft Specialist (MS) in Administering Office 365 for Small Businesses. Yvette is also a regular resource speaker on Microsoft technologies, invited by numerous colleges and universities in Manila. She graduated summa cum laude from Treston International College with a bachelor's degree in computer engineering. 

Born in Zugdidi, Georgia, Dima Sitchinava showed a keen interest in technology from childhood. He was 15 when he finished schooling and enrolled himself at Georgian Technical University, where he graduated from the information technology faculty. This was followed by a master's degree obtained from Shota Meskhia State Teaching University. After obtaining his master's, he started working as a manager of computer laboratories at his alma mater. Having worked with a myriad of organizations, he currently works as a lecturer of vocational programs.

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Table of Contents

Title Page

Copyright and Credits

Office 365 User Guide

About Packt

Why subscribe?

Packt.com

Contributors

About the author

About the reviewers

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

To get the most out of this book

Download the color images

Conventions used

Get in touch

Reviews

Section 1: Understanding Office 365

Exploring Office 365

Technical requirements

Microsoft Office and its versions

Overview of the services of Office 365

Exchange 

Skype for Business 

Microsoft Teams

SharePoint 

OneDrive for Business

Office Professional or Professional Plus applications for desktop

Office web and mobile apps

Security, transparency, compliance, and privacy

Logging in

A word about browsers

Summary

Understanding More about Office 365

The home page 

The suite bar

The app launcher/switcher

The Office 365 link

Notifications

Settings

Help

Your profile picture

Changing your profile picture

My profile

My account

Personal info

Install status

Subscriptions

Security & privacy

Password

Contact preferences

Organization privacy statement

Additional security verification

Updating your account security phone numbers

Managing app passwords

App permissions

Settings

Profile picture for Microsoft Teams

Configuring your personal settings

The search box

Themes

Start page

Software 

Language and time zone

Your app settings

Licensing

Office 365 consumer

Office 365 commercial

Business plans

Enterprise plans

Summary

Further reading

Section 2: Managing Microsoft Exchange

Understanding Exchange

Background and History of Exchange 

History of Exchange

Getting into Exchange Online

Outlook via the Office 365 Home

Outlook via the app launcher

Parts of Exchange Online

Email

Calendar

Contacts

Tasks

Summary

Sending and Receiving Email

Parts of Mail in OWA

#1 The list of your emails

#2 Displaying an email message

#3 Focused and other filters

#4 Filter

#5 Action bar

The New menu

The Junk menu

The Move to menu

The Categories menu

The open menu

#6 Mark all as read

#7 Search

#8 Folders

#9 Groups

#10 Outlook apps

Email options

Parts of Mail in Outlook

#1 List of emails

#2 Display of email

#3 Focused and other filters

#4 Filters

#5 Search

#6 The tabs

The Outlook backstage

Info

Open & Export

Save As

Save Attachments

Print

Office Account

Feedback

Options

Exit

#7 The ribbons

Home

Send/receive

Folder

View

Help

Tell me what you want to do

Favorites

List of email accounts

Outlook apps

Email options

Summary

Using the Exchange Calendar

Parts of the calendar in OWA

#1 Action bar

New

Add calendar

Interesting calendars

Share

Print

#2 Month/year navigation

#3 Calendar

#4 Calendar views

#5 Selected day's events

#6 Search

#7 Month calendar navigation

#8 Calendars and groups

#9 Outlook apps

Parts of the calendar in Outlook

#1 The tabs

The Outlook backstage

Home

Send/receive

Folder

View

Help

#2 Tell me what you want to do

#3 Calendar navigation

#4 Weather

#5 Search

#6 Calendar

#7 Another calendar navigation

#8 List of calendars

#9 Outlook apps

Summary

Using Contacts in Exchange

Parts of people (contacts) in OWA

#1 The action bar

#2 The main window

#3 Search

#4 Left navigation

#5 Outlook apps

Parts of contacts in Outlook

#1 The tabs

The Outlook backstage

Home

Send/receive

Folder

View

Help

#2 Tell me what you want to do

#3 Left navigation

#4 Search and filtering

#5 List of contacts

#6 Contact details pane

#7 Outlook apps

Summary

Getting Familiar with Other Exchange Settings

Creating an email signature

Creating an email signature via Outlook on the web

Creating an email signature via Outlook

Option 1 – creating an email signature in Outlook via a new, forward, or reply email

Option 2 – creating an email signature in Outlook via the file backstage

Setting the out of office reply

Setting an out of office reply via Outlook on the web

Setting the out of office reply via Outlook

Creating email rules

Creating email rules via Outlook for the web

Creating email rules via Outlook

Setting a forwarding email

Setting a forward email via Outlook on the web

Setting a forward email via Outlook

Summary

Section 3: Skype for Business and Microsoft Teams

Understanding Skype for Business and Microsoft Teams

History and Background of Skype for Business

History and Background of Microsoft Teams

The parts of Skype for Business

#1 Personal note

#2 Presence, location, and photo

Presence

Green/available

Red/busy

Red with dash/do not disturb

Yellow/be right back

Yellow/off work

Yellow/appear away

Reset status

Sign out

Exit

White with question mark/unknown

White/offline

Location

Photo

#3 The contacts, conversations, and meetings tabs

Contacts

Conversations

Meetings

#4 Settings

#5 Finding someone

#6 The add people button

#7 Sub-tabs

Contacts

Conversations

#8 The main section

#9 Selecting primary device

The Parts of Teams

#1 Search box

#2 Your profile picture

#3 The minimize, maximize, and close buttons

#4 New chat button

#5 Back and forward buttons

#6 Left navigation

#7 Location and menu

#8 The tabs

#9 Adding a tab

#10 Public/private indicator

#11 The main app screen

How to get into Skype for Business

Getting into Skype for Business via Office 365

Getting into Skype for Business via the app

How to get into Teams

Getting into Teams via Office 365

Getting into Teams via the app

The Way Forward with Teams

Summary

Using Skype for Business

Knowing the presence settings

Available

Busy

Do not disturb

The aways

Be right back

Off work

Appear away

Offline

Unknown

Working with contacts

Options by hovering

Options by dropdown

Instant messaging, calls, emails, and meeting invites

Removing a contact

Copying and moving contacts

Tag for status change alerts

Change privacy relationship

Working with groups

Instant messaging

#1 Text box

#2 Message area

#3 Message options

#4 IM button

#5 Call buttons

#6 Presentation button

#7 More options button

#8 Participants list

#9 Add more participants button

Initiating calls

Working in meetings

Sending a meeting invite

Sending via Outlook online

Send via Outlook on your desktop

Summary

Using Microsoft Teams

Exploring presence settings

Available

Busy

Do not disturb

The aways

Be right back

Appear away

Offline

Unknown

Working with contacts

Adding chat contacts to groups

Adding call contacts

Instant messaging

Initiating calls

Working in your Teams

The Teams and channels panel

Privacy indicator

Using more options for Teams and channels

More options for the selected Team's channel

The tabs

The main window

Join or create a Team

The manage Teams settings

Working in meetings

Sending a meeting invite

Sending a meeting invite via Teams

Sending a meeting invite via Outlook on your desktop

Summary

Section 4: OneDrive for Business

Understanding OneDrive For Business

History and background of OneDrive for Business

Getting into OneDrive for Business

Parts of OneDrive for Business

#1 Search box

#2 Your OneDrive navigation

Recent

Shared

Recycle bin

#3 Sites navigation

#4 Extra options

#5 Action bar

#6 View options and detail pane

#7 Main window

How is OneDrive for Business different from OneDrive

Summary

Working with Files in Your OneDrive for Business

Adding new files

Creating new files

Uploading files

Editing files

Deleting files

Parts of the Office Online file

Open in the full desktop version

AutoSave

Easy way to rename file

The simplified ribbon

The tabs and ribbons

Getting back to your OneDrive for Business

The backstage

Save As

Print

Sharing files

Giving access

Editing or removing access

Things you should consider

Move to

Copy to

Summary

Section 5: Collaboration Using SharePoint

Understanding SharePoint

Background and history

Editions of SharePoint

Getting into SharePoint Online

The SharePoint home

#1 Search

#2 Left navigation

Following

Recent

Featured links

#3 Creation options

#4 Message

#5 News from sites

#6 Frequent sites

#7 Site card

#8 Get the mobile app

Navigating SharePoint

The anatomy of the SharePoint page

The classic page anatomy

#1 Office 365 suite bar

#2 Settings

#3 Help

#4 Promoted actions bar

#5 Search

#6 Tabs

#7 Logo

#8 Global navigation

#9 Left navigation

#10 Breadcrumb

#11 Web parts and app parts

The modern page anatomy

#1 Office 365 Suite Bar

#2 Settings

#3 Help

#4 Promoted actions bar

#5 Page actions bar

#6 Global navigation

#7 Logo

#8 Breadcrumb

#9 Search

#10 Left navigation

#11 Page header

#12 Web parts and app parts

#13 Feedback

Summary

Working with SharePoint Lists

What are Lists?

The different List types

Communications

Tracking

Custom lists

What is a List View?

Adding items to any list using a list view

Editing items using a list view

Deleting items in a list view

Adding/editing/deleting items in the calendar view

Summary

Performing Different File Operations on SharePoint

What are libraries?

The different library types

Document

Form

Wiki page

Picture

What is a library view?

Using the document library

Adding files

Creating new files in the Modern Experience

Uploading files in the Modern Experience

Editing files

Deleting files

Naming conventions

Version history

Checking files in or out

Checking out

Checking in

Coauthoring

Sharing files

Giving access

Editing or removing access

Move to

Copy to

Summary

More on Using SharePoint

Quick edit mode

Exporting to Excel

Creating a link

Alerts

Creating alerts

Managing alerts

More on views

Creating a personal view

Switching between views (to view, edit, or delete)

The different ways you can find data

How to use list/library filtering

How to use searching in a list/library

How to search sites in SharePoint

Searching via the SharePoint home

Site contents

The recycle bin

The danger of the Share button

SharePoint permissions and what they allow you to do

How to request access

Summary

Other Books You May Enjoy

Leave a review - let other readers know what you think

Preface

The purpose of this guide is to give the reader an understanding of the use of Office 365 from a beginner's perspective. This guide will focus on the main areas: email via Exchange, Team communication via Skype for Business and Microsoft Teams, Team collaboration via SharePoint, and Business document storage via OneDrive for Business. It will give you an understanding of how to perform the most common tasks, which will help you begin your journey into one of Microsoft's most popular cloud technologies.

Who this book is for

If you are an IT professional who wants to upgrade your experience to include Microsoft Office 365 and you are new to it, then this book is for you. New users looking to learn about the Office 365 environment in their organization will also find this book useful. Some understanding of the Microsoft Office suite and cloud computing basics will be beneficial.

What this book covers

Chapter 1, Exploring Office 365, looks at the background of Office 365 and goes through an overview of its major parts: Exchange, Skype for Business, Microsoft Teams, SharePoint, OneDrive for Business, Office desktop, web and mobile apps, and security. We'll also look at how to log in, and include an important word about browsers.

Chapter 2, Understanding More about Office 365, looks at the various parts of Office 365 Home and your personal settings. We'll also look at the difference between Office 365 Commercial and Consumer and their licenses.

Chapter 3, Understanding Exchange, explores the background and history of Exchange, arguably the world's most popular mail server. We'll also see how to get to Exchange Online and look at its parts.

Chapter 4, Sending and Receiving Email, introduces the different parts of the Outlook web app and Outlook on your desktop, and their functions.

Chapter 5, Using the Exchange Calendar, looks at the different parts of the Outlook calendar via the web app and via Outlook on your desktop, and their functions.

Chapter 6, Using Contacts in Exchange, explores the various parts of Outlook Contacts via the web app and via Outlook on your desktop, and their functions.

Chapter 7, Getting Familiar with Other Exchange Settings, covers the other settings of the Outlook web app and Outlook on your desktop, such as creating an email signature and creating email rules.

Chapter 8, Understanding Skype for Business and Microsoft Teams, looks at the background and history of Skype for Business and Microsoft Teams. We'll also look at how to get into Skype for Business and Microsoft Teams, the various parts of each, and their functions. Lastly, we'll point out the path that Microsoft is taking with Teams.

Chapter 9, Using Skype for Business, explores the functions of Skype for Business, such as presence settings, instant messaging, and working in meetings.

Chapter 10, Using Microsoft Teams, covers the functions of Microsoft Teams, such as presence settings, instant messaging, and working in meetings.

Chapter 11, Understanding OneDrive For Business, explores the background and history of OneDrive for Business. We'll also look at how to get to OneDrive for Business and examine its parts. Lastly, we will look at how OneDrive for Business is different from OneDrive.

Chapter 12, Working with Files in Your OneDrive for Business, looks at adding, editing, and deleting files using OneDrive for Business, and the parts of the Office Online file. We'll also look at sharing, moving, and copying files.

Chapter 13, Understanding SharePoint, goes into the background, history, and editions of SharePoint. We'll also look at how to get to SharePoint and the various parts of SharePoint Home. Lastly, we'll look at navigating SharePoint and the anatomy of a SharePoint page.

Chapter 14, Working with SharePoint Lists, explores what a list is and the different list types. We'll also explore list views, as well as how to work with them.

Chapter 15, Performing Different File Operations on SharePoint, explores what a library is and the different library types. We'll explore library views, as well as how to work with them. We'll also look at naming conventions, version history, coauthoring, and checking in/out, as well as sharing, copying, and moving files.

Chapter 16, More on Using SharePoint, covers other SharePoint functions, such as using the quick edit, creating and managing alerts, different ways to search, and the dangers of the share button.

To get the most out of this book

In order to walk through the examples in this book, you will need an Office 365 Business subscription, preferably Business Premium, E3, or E5.

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://www.packtpub.com/sites/default/files/downloads/9781789809312_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Via this tab, you can open a calendar file (.icsor .vcs), a .pst file, or a user folder shared with you."

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Click on the bell to open the Notifications panel and see what notifications you have."

Warnings or important notes appear like this.
Tips and tricks appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packt.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.

Piracy: If you come across any illegal copies of our works in any form on the Internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

Reviews

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For more information about Packt, please visit packt.com.

Section 1: Understanding Office 365

In this section, readers will learn about Office 365 in general and will be given some information on how to make it more useful.

The following chapters will be covered:

Chapter 1

,

Exploring Office 365

Chapter 2

,

Understanding More about Office 365

Exploring Office 365

Office 365 is one of the many Microsoft cloud solutions, and it seems to be the most popular. Since its general release in June 2011 as the successor to Business Productivity Online Suite (BPOS), Office 365 has grown to have over 120,000,000 active monthly commercial users and 28,000,000 active consumer users.

Since the start of Office 365, there has been a lot of confusion about what the difference is between Microsoft Office 365 and Microsoft Office. To add to the confusion, there are the Office 365 Commercial and Office 365 Consumer versions, and the Commercial version has many versions. Many business owners purchase the Consumer version and believe they have services available in the Commercial version. Because of this confusion, I believe it is imperative that you understand the different versions and what comes with each.

For starters, Office 365 has only been around since being beta-tested in 2010 and released in 2011, while Office had been announced in 1988 and was released in 1990. 

In this chapter, you will learn about Microsoft Office, along with its different versions and the services provided by it. You will get a brief overview of all these services. You will also learn how to log into your Microsoft account.

In this chapter, the following topics will be covered:

Microsoft Office and its versions

Overview of the services of Office 365

A word about supported browsers

Technical requirements

To follow along with the lessons in this book, you will need an Office 365 Business Premium, E3, or E5 subscription.. 

Microsoft Office and its versions

Microsoft provides different versions of its Office suite, which differ in the applications they include and are designed so that customers can buy only the applications that they need. Office has a few versions of its suite:

Office Home & Student

Office Home

&

Business

Office Standard

Office Professional

Office Professional Plus

Office Professional Academic

Each version of Office includes the following programs, products, and features:

Programs, products, and features

Office Home & Student

Office Home & Business

Office Standard

Office Professional

Office Professional Plus

Office Professional Academic

Excel

Yes

Yes

Yes

Yes

Yes

Yes

OneNote

Yes

Yes

Yes

Yes

Yes

Yes

PowerPoint

Yes

Yes

Yes

Yes

Yes

Yes

Word

Yes

Yes

Yes

Yes

Yes

Yes

Outlook

No

Yes

Yes

Yes

Yes

Yes

Publisher

No

No

Yes

Yes

Yes

Yes

Access

No

No

No

Yes

Yes

Yes

Lync/Skype for Business

No

No

No

No

Yes

No

InfoPath *

No

No

No

No

Yes

No

SharePoint Workspace

No

No

No

No

Yes

No

 

The previous table is referencing Office 2010 since it is the last version of the Office suite, before the cloud versions complicated things. Office, the non-cloud version, is purchased via a one-time fee of between $60 to ~$400 retail. When I say one-time, I mean one-time until you need to upgrade.

Conversely, Office 365 comes in a lot more versions than Office and, rather than paying a one-time price at retail or volume cost, you lease the software by paying a small sum monthly or annually. Office 365 can be Office only, Office with other products, or no Office included whatsoever.

The main versions of Office 365 are as follows:

Consumer versions:

Home

Personal

Home & Student

Commercial/business versions:

Business

Business Essentials

Business Premium

Pro Plus

Enterprise E1

Enterprise E3

Enterprise E5

Those are the core ones, but there are more versions for government, non-profit, and academic use, but they are very similar to the Business through E3 versions, aside from the cost and a few other particulars.

In Chapter 2, Understanding More about Office 365