28,14 €
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
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
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
Copyright © 2019 Packt Publishing
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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
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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.
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.
If you're interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
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
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
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
#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
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
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.
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.
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.
In order to walk through the examples in this book, you will need an Office 365 Business subscription, preferably Business Premium, E3, or E5.
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.
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."
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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
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
To follow along with the lessons in this book, you will need an Office 365 Business Premium, E3, or E5 subscription..
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
