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April, 26. – 28. 2021
MICROSOFT 365 VIRTUAL MARATHON 2021
m365virtualmarathon.com #M365VM
20 M365 Productivity Tips
That Y...
m365virtualmarathon.com #M365VM
 Microsoft GTM Director @AvePoint
 christian.buckley@avepoint.com
 www.buckleyplanet.co...
Leverage the new Office App
As you’ve probably seen in the MASSIVE
media push, the new Office app for iOS and
Android is n...
Leverage the new Office App
The primary features include:
 Adding notes
 Snapping photos and videos
 Reviewing and edit...
Leverage the new Office App
You can search within existing cloud locations,
including your SharePoint and OneDrive locatio...
Leverage the new Office App
Find content, review visual cards
Pin important documents
Search for content across connected ...
Leverage the new Office App
Convert tables and graphs to Excel data
Convert text within images to usable text
Leverage the new Office App
Easily transfer images and files between your PC and phone
One caveat mentioned by fellow MVP ...
Transferring a Microsoft Teams meeting to another device
I'm sure everyone's been on a Microsoft Teams meeting that is run...
The Teams app asks me if I
want to join the meeting
using my iPhone (which
means I'd be in the meeting
twice), or if I wan...
Before it joins me to the
meeting, it gives me the
chance to set video and
microphone options. Once I
set everything the w...
Restore previous versions in File Explorer
It is often the small, incremental
improvements that can add the
most productiv...
Restore previous versions in File Explorer
Simply right click on the file name,
and from the menu dialog, select
Version H...
Capture and share web content in Microsoft Edge
Has Microsoft Edge replaced your other
browsers yet? If not, there are som...
To get started, select the
ellipsis (…) in the top right
corner of the browser
Capture and share web content in Microsoft ...
…and select the Web
Capture option from the
menu.
Capture and share web content in Microsoft Edge
You can grab the entire
browser window, or choose
Free Select to grab a
specific area on the page.
Capture and share web c...
Once you’ve selected the
area to capture using drag-
and-drop, you can copy and
paste the image anywhere,
or add an annota...
Adding Notes opens up the
drawing interface, allowing
you to annotate in a variety
of colors and line thickness,
and to ed...
Once your annotations are
complete, you can Copy
the image with your mark
up and paste it into another
document or email, ...
As with just about every other Microsoft
product, selecting Share opens up a new
dialog box that allows you to determine
w...
Setting Status Duration in Microsoft Teams
One frustration I've had with Microsoft Teams is that it has a tendency to chan...
Setting Status Duration in Microsoft Teams
You can set your duration to remain in place for 30 minutes, 1 hour, 2 hours, a...
Adding to OneNote Meeting Notes via Mobile
Within any new meeting, you have
the option to add OneNote meeting
notes to any...
Adding to OneNote Meeting Notes via Mobile
From your mobile device, you can
now capture images, audio, or even
video and a...
Adding interactive Microsoft Forms to PowerPoint
While not brand new, Forms is an
underutilized resource that allows you t...
Adding interactive Microsoft Forms to PowerPoint
 Microsoft Forms is now integrated with
PowerPoint for Office 365, provi...
Adding interactive Microsoft Forms to PowerPoint
To see the responses to your form or quiz,
sign in to your Office 365 acc...
Adding interactive Microsoft Forms to PowerPoint
To create a quiz, check out the
article at
https://support.office.com/en-...
Add Quick Polls to Outlook emails
Quick Poll by Microsoft Forms is an Outlook app
available in the Microsoft Store, and en...
Create Internal or External Polls with Microsoft Forms
While not brand new, Forms is an underutilized
resource that allows...
Gather feedback in Teams meetings with polls
One of the biggest “missing” features in
Teams has been its ability to easily...
Gather feedback in Teams meetings with polls
Begin the process by adding the
Polls app as a tab to your chat or
meeting.
Gather feedback in Teams meetings with polls
As with the standard Microsoft
Forms UX, you have the ability to
ask basic qu...
Gather feedback in Teams meetings with polls
As you prepare various polls to be
launched during your meeting, you
will see...
Gather feedback in Teams meetings with polls
Once again, you can launch a poll
before a meeting, during, or
following.
Onc...
Gather feedback in Teams meetings with polls
Within the Teams chat for the
meeting, people will see and be
able to respond...
Gather feedback in Teams meetings with polls
Within your Meeting, the organizer
can select the Polls icon from the
menu an...
Create recurrent surveys in Teams
We continue to see more features added to Microsoft Forms,
and at long last, you can set...
Create recurrent surveys in Teams
To create a recurring survey:
 Add the Forms app to your Team or chat. Name the
survey,...
Highlight part of an email and add it as a task in Outlook
As part of the greater Tasks strategy across
Microsoft 365, you...
Highlight part of an email and add it as a task in Outlook
In this example, I have sent myself an
email with a list of rem...
Highlight part of an email and add it as a task in Outlook
By highlighting the text on the page,
two options appear just a...
Highlight part of an email and add it as a task in Outlook
The AI in Outlook for the web selects
anything that appears to ...
Highlight part of an email and add it as a task in Outlook
By clicking on the Tasks icon at the
bottom left, you will find...
Create screen capture videos in Microsoft Stream
 You can now use Microsoft Stream to record screen capture videos up to ...
Create screen capture videos in Microsoft Stream
 To start your recording, click the Record button:
This tip courtesy of ...
Create screen capture videos in Microsoft Stream
 Before the recording starts, you get to choose exactly what you want to...
Create screen capture videos in Microsoft Stream
 Your screen capture then starts to record. You have 15 minutes to recor...
Create screen capture videos in Microsoft Stream
 At this point, you can either choose to re-record your video (Record Ag...
Create screen capture videos in Microsoft Stream
 Now you can name the video, add a description, and set other informatio...
Create Tabs in Teams Chats
We’re all familiar with creating Tabs in
Teams, but did you know that you can
also create a Tab...
Create Tabs in Teams Chats
To get started, go into the target chat
in Teams and select the + from the
top nav to add a tab...
Use Alt-Tab & Windows Key to Organize your Desktop
The reality is that multi-tasking (i.e. context-switching) is a product...
Use Alt-Tab & Windows Key to Organize your Desktop
Next up in screen splitting. Let’s say you’re taking notes in OneNote w...
Use Alt-Tab & Windows Key to Organize your Desktop
The primary application will lock into place on the right, and as with ...
Use Alt-Tab & Windows Key to Organize your Desktop
The second app will lock into place. You can then grab the divider betw...
Use Alt-Tab & Windows Key to Organize your Desktop
The second app will lock into place. You can then grab the divider betw...
Timeline feature in Windows 10
Great tip from MVP Joanne Klein:
If you ever find yourself with a
rebooted machine and wond...
Timeline feature in Windows 10
To enable this functionality, go into
Settings > Privacy > Activity
History to select which...
Timeline feature in Windows 10
To enable this functionality, go into
Settings > Privacy > Activity
History to select which...
Timeline feature in Windows 10
Once enabled, select the Timeline from the nav bar and then drag the slider on the right to...
Timeline feature in Windows 10
Once enabled, select the Timeline from the nav bar and then drag the slider on the right to...
Send attachments as links in Outlook
 Send links, not files!
 When working with cloud files
(SharePoint, OneDrive) you c...
Send attachments as links in Outlook
 Next, open a new email message
and select Attach File. Navigate
to the relevant clo...
Send attachments as links in Outlook
 Click on the right arrow on
your file to see additional
options, such as removing t...
Transcribe your videos in Word for the web
For those of us who are increasingly capturing
interviews and meetings on the w...
Transcribe your videos in Word for the web
For those of us who are increasingly capturing
interviews and meetings on the w...
Improve brainstorming with Microsoft Whiteboard templates
If you’re looking for ways to improve your team
collaboration, i...
Improve brainstorming with Microsoft Whiteboard templates
Getting started in easy. Go to
Office.com and search for the
Whi...
Improve brainstorming with Microsoft Whiteboard templates
Getting started in easy. Go to
Office.com and search for the
Whi...
Improve brainstorming with Microsoft Whiteboard templates
Once installed, select the + option from
the bottom navigation t...
Improve brainstorming with Microsoft Whiteboard templates
From here you can add the pre-built
(preview) templates.
Improve brainstorming with Microsoft Whiteboard templates
In this case, I’ve added a Kanban list
which I’ll use with my te...
Are you a serious note taker? If you’re like
me, you may take notes on a yellow tablet
next to your computer, or on paper ...
Without Outlook on the
Web, you’ll find the
Notes on the left Nav
bar, above your Groups.
The New Note button
appears on t...
What’s great about this
feature is that you can
create them on the fly,
with links and images to
whatever you’re working
o...
Additionally, you can
leverage the new OneNote
feed to conveniently
combine your notes across
Sticky Notes, recent OneNote...
Add your Personal Calendar to your Outlook work account
Managing multiple calendars can be tricky. Add to
that complexity ...
Add your Personal Calendar to your Outlook work account
To add your personal calendar
within Outlook for the web,
you star...
Add your Personal Calendar to your Outlook work account
The Add Calendar menu
appears, with the option to add
personal cal...
Add your Personal Calendar to your Outlook work account
In this example, I am going to
add my Gmail calendar.
Selecting th...
Add your Personal Calendar to your Outlook work account
Once added, you should
receive a security notification to
your per...
Add shortcuts to shared folders in OneDrive
OneDrive is quickly becoming a primary
navigation point for my desktop, and no...
Add shortcuts to shared folders in OneDrive
OneDrive is quickly becoming a primary
navigation point for my desktop, and no...
April, 26. – 28. 2021
MICROSOFT 365 VIRTUAL MARATHON 2021
m365virtualmarathon.com #M365VM
Thank you!
m365virtualmarathon.com #M365VM
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20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
20 M365 Productivity Tips That You've Probably Never Used (But Should)
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20 M365 Productivity Tips That You've Probably Never Used (But Should)

Sometimes you attend sessions that cover deep and complex topics that require a lot of attention, thought, and work on the part of the attendee… and then there is this one. Presented April 28th, 2021 as part of the M365 Virtual Marathon event.

In this fun and informative session, Microsoft MVP+RD Christian Buckley will present some of his favorite Microsoft 365 Productivity tips. The tips shared will focus on personal productivity, spanning the entire M365 platform (Yammer, SharePoint Online, Office ProPlus, etc).

Attendees should walk away with two or three gems that could change the way they work on a daily basis.

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20 M365 Productivity Tips That You've Probably Never Used (But Should)

  1. 1. April, 26. – 28. 2021 MICROSOFT 365 VIRTUAL MARATHON 2021 m365virtualmarathon.com #M365VM 20 M365 Productivity Tips That You’ve Probably Never Used (But Should) Christian Buckley @buckleyplanet @AvePoint
  2. 2. m365virtualmarathon.com #M365VM  Microsoft GTM Director @AvePoint  christian.buckley@avepoint.com  www.buckleyplanet.com  @buckleyplanet  Monthly tweetjams via Twitter and the #CollabTalk hashtag  facebook.com/buckleyplanet/ where you can find weekly Office Hours live streams Mondays at 8am Pacific Christian Buckley, Office Apps & Services MVP + RD
  3. 3. Leverage the new Office App As you’ve probably seen in the MASSIVE media push, the new Office app for iOS and Android is now available! The big question: Does it replace your standalone apps? There is a great article by Jon Friedman, head of Microsoft Office design, on the reimagining of the app – and how Microsoft has more to come https://medium.com/microsoft- design/designing-the-new-office-app-for- mobile-1ec1162a966 You can download the app from the store: https://apps.apple.com/app/microsoft- office/id541164041
  4. 4. Leverage the new Office App The primary features include:  Adding notes  Snapping photos and videos  Reviewing and editing documents and slides The next layer down includes:  Transferring files from phone to PC  Converting image to text and table in Excel  Creating and manipulating PDFs
  5. 5. Leverage the new Office App You can search within existing cloud locations, including your SharePoint and OneDrive locations, which means also accessing O365 Groups-enabled Teams and Yammer In some ways, the new Office app duplicates some of the capability in the OneDrive app You can quickly and easily add new cloud locations, including a long list of 3rd party tools
  6. 6. Leverage the new Office App Find content, review visual cards Pin important documents Search for content across connected libraries Review and edit content in mobile format …and preview in print view View and edit metadata Share files from your mobile device
  7. 7. Leverage the new Office App Convert tables and graphs to Excel data Convert text within images to usable text
  8. 8. Leverage the new Office App Easily transfer images and files between your PC and phone One caveat mentioned by fellow MVP Hal Hostetler: Office mobile has an issue that Word, PowerPoint, and Excel mobile DO NOT have. It insists that all data and its cache must be in Internal memory. The three stand-alone apps allow data and cache to be placed in External memory (your MicroSD card). If you have an older phone or a newer one with limited memory (my LG G5 has 32 GB). its EASY to run out of memory!! Outlook mobile has the same issue PLUS it has no "sync slider" like the desktop app to limit memory load.
  9. 9. Transferring a Microsoft Teams meeting to another device I'm sure everyone's been on a Microsoft Teams meeting that is running longer than expected, and they need to leave for an appointment or errand. Unfortunately, hanging up on the call may not always be an option. Now, you have the option to transfer the meeting to another device, such as your iPhone. Here's how it works… I was in a meeting on my Teams client on my laptop. Then, using the Teams app on my iPhone, I called up my calendar and saw an option to join the meeting in progress. I clicked on the blue Join button at the top of the screen: This tip courtesy of @duffbert
  10. 10. The Teams app asks me if I want to join the meeting using my iPhone (which means I'd be in the meeting twice), or if I want to transfer my attendance in the meeting over to my iPhone. Choosing the Transfer to this device option means I will join the call on my iPhone, and I'll be removed from the meeting on my laptop: Transferring a Microsoft Teams meeting to another device This tip courtesy of @duffbert
  11. 11. Before it joins me to the meeting, it gives me the chance to set video and microphone options. Once I set everything the way I want it, I click Transfer now: On my laptop, the Teams meeting says I've transferred to a different device and removes my connection to the meeting on my laptop. This provides excellent flexibility to being able to stay connected, even when you can't necessarily stay on the device that you originally signed into the meeting on. Transferring a Microsoft Teams meeting to another device This tip courtesy of @duffbert
  12. 12. Restore previous versions in File Explorer It is often the small, incremental improvements that can add the most productivity to your daily activities. You can now view and restore versions of a document directly within File Explorer – rather than having to open the application to view the history.
  13. 13. Restore previous versions in File Explorer Simply right click on the file name, and from the menu dialog, select Version History The version history dialog opens, allowing you to scan through your various versions and open the right version.
  14. 14. Capture and share web content in Microsoft Edge Has Microsoft Edge replaced your other browsers yet? If not, there are some new features that make the latest Chromium-based version a must-have. One of these latest features is the ability to easily capture and mark up web content, and then save or share it.
  15. 15. To get started, select the ellipsis (…) in the top right corner of the browser Capture and share web content in Microsoft Edge
  16. 16. …and select the Web Capture option from the menu. Capture and share web content in Microsoft Edge
  17. 17. You can grab the entire browser window, or choose Free Select to grab a specific area on the page. Capture and share web content in Microsoft Edge
  18. 18. Once you’ve selected the area to capture using drag- and-drop, you can copy and paste the image anywhere, or add an annotation using Add Notes Capture and share web content in Microsoft Edge
  19. 19. Adding Notes opens up the drawing interface, allowing you to annotate in a variety of colors and line thickness, and to edit your work. Capture and share web content in Microsoft Edge
  20. 20. Once your annotations are complete, you can Copy the image with your mark up and paste it into another document or email, Save it as a file (image), or Share it with someone. Capture and share web content in Microsoft Edge
  21. 21. As with just about every other Microsoft product, selecting Share opens up a new dialog box that allows you to determine who and how you share your screen capture and annotations. Capture and share web content in Microsoft Edge
  22. 22. Setting Status Duration in Microsoft Teams One frustration I've had with Microsoft Teams is that it has a tendency to change my status from Busy (or whatever I have it set to) to Away if I'm not interacting with Teams every five minutes. I would prefer that Teams either leaves my status as I set it, or at least gave me the ability to set some time frame longer than five minutes. And now my wish came true! Teams now allows you to set a duration for your status. Here's how it works… Click the Profile image in the upper-right corner, and then click on the Status arrow to see the Duration option: This tip courtesy of @duffbert
  23. 23. Setting Status Duration in Microsoft Teams You can set your duration to remain in place for 30 minutes, 1 hour, 2 hours, all of today, all of this week, or a custom time frame: I am very happy to see the five-minute status duration fade into the sunset… over five minutes time… This tip courtesy of @duffbert
  24. 24. Adding to OneNote Meeting Notes via Mobile Within any new meeting, you have the option to add OneNote meeting notes to any outgoing meeting invite. From the Appointment menu, simply select Meeting Notes. Next, select either Share Notes with the Meeting or Take Notes on Your Own
  25. 25. Adding to OneNote Meeting Notes via Mobile From your mobile device, you can now capture images, audio, or even video and add directly to the personal or teams notes, giving you yet another way to capture multi-media for your collaborative efforts.
  26. 26. Adding interactive Microsoft Forms to PowerPoint While not brand new, Forms is an underutilized resource that allows you to quickly and easily publish surveys and snap polls within your organization – or to external users and partners. Creating your surveys is easy, as is changing the question types, adding or removing answers, and rearranging the layout before or after you push it live. Additionally, as the survey author, you have access to real-time stats, and can share the results with your management team or respondents. https://forms.microsoft.com
  27. 27. Adding interactive Microsoft Forms to PowerPoint  Microsoft Forms is now integrated with PowerPoint for Office 365, providing a seamless way for speakers, trainers, and educators to connect and interact with participants. As shown in a Microsoft Tech Community blog post, presenters can get real-time audience feedback via forms and quizzes without asking them to leave PowerPoint.  To get started, in PowerPoint under Insert, click the Forms icon to create a new form/quiz or insert one you’ve already created.  Please note that this feature is currently only available for PowerPoint Windows 32
  28. 28. Adding interactive Microsoft Forms to PowerPoint To see the responses to your form or quiz, sign in to your Office 365 account at https://forms.office.com/ Open the appropriate form from your My forms page, and then select the Responses tab at the top of the page.
  29. 29. Adding interactive Microsoft Forms to PowerPoint To create a quiz, check out the article at https://support.office.com/en- us/article/create-a-quiz-with- microsoft-forms-a082a018-24a1- 48c1-b176-4b3616cdc83d
  30. 30. Add Quick Polls to Outlook emails Quick Poll by Microsoft Forms is an Outlook app available in the Microsoft Store, and enables users to add user-friendly forms to your outgoing emails, accessible through Outlook or through the Forms website. This tool is not for complex, multi-question surveys, but for a single poll question. Outlook has long included voting buttons (under Options > Tracking) but this new app gives users the ability to quickly and easily capture pulse survey information from their constituencies. https://support.office.com/en-us/article/create-a-quick-poll-in-microsoft- teams-a3f9112c-01e1-4ee4-bd88-25e4e243b80b
  31. 31. Create Internal or External Polls with Microsoft Forms While not brand new, Forms is an underutilized resource that allows you to quickly and easily publish surveys and snap polls within your organization – or to external users and partners. Creating your surveys is easy, as is changing the question types, adding or removing answers, and rearranging the layout before or after you push it live. Additionally, as the survey author, you have access to real-time stats, and can share the results with your management team or respondents. https://forms.microsoft.com
  32. 32. Gather feedback in Teams meetings with polls One of the biggest “missing” features in Teams has been its ability to easily insert polls during (and as part of) a Meeting. Well, Microsoft Forms are now generally available! Meeting presenters can prepare polls in advance and launch the polls before, during, or after meetings that attendees can easily view and answer. You can get started by updating your Teams app and adding the Forms app to your meeting tabs. Read more at https://www.microsoft.com/en- us/microsoft-365/blog/2020/11/19/from-new- apps-in-microsoft-teams-meetings-to- endpoint-dlp-heres-whats-new-to-microsoft- 365-in-november/
  33. 33. Gather feedback in Teams meetings with polls Begin the process by adding the Polls app as a tab to your chat or meeting.
  34. 34. Gather feedback in Teams meetings with polls As with the standard Microsoft Forms UX, you have the ability to ask basic questions, add/remove responses, and allow for multiple answers. Additionally, you can share the results automatically as people reply, and even make responses anonymous.
  35. 35. Gather feedback in Teams meetings with polls As you prepare various polls to be launched during your meeting, you will see them as drafts within the tab. You can determine the order in which you publish each poll, or launch them all in rapid succession.
  36. 36. Gather feedback in Teams meetings with polls Once again, you can launch a poll before a meeting, during, or following. Once you launch a poll, it shows as live in your Polls tab. By clicking View Results, you can track responses in real-time.
  37. 37. Gather feedback in Teams meetings with polls Within the Teams chat for the meeting, people will see and be able to respond to your polls, and if you have selected the option to make results visible, they will also see the cumulative responses to the questions.
  38. 38. Gather feedback in Teams meetings with polls Within your Meeting, the organizer can select the Polls icon from the menu and see all of their draft and live polls, and launch questions when appropriate. Following your meeting, all of the results will continue to be available in the Polls tab.
  39. 39. Create recurrent surveys in Teams We continue to see more features added to Microsoft Forms, and at long last, you can setup recurring surveys within Microsoft Teams! Microsoft has heard your feedback and is releasing new workflows for common scenarios like employee sentiment, employee issues and challenges, and employee health status. These new workflows include templates and the ability for users to choose frequency and set reminders for each Teams channel, making these surveys easy to get started and manage going forward. To get started, click Create a workflow to automatically collect response in the Forms tab and select Scenarios. Read more at https://www.microsoft.com/en-us/microsoft- 365/blog/2020/06/25/whats-new-microsoft-365-june/
  40. 40. Create recurrent surveys in Teams To create a recurring survey:  Add the Forms app to your Team or chat. Name the survey, and select ‘Create a recurring survey’ from the bottom of the dialog.  Select the template  Review / edit the questions to be included  Set your recurrence  Select how you will review results, and click Save
  41. 41. Highlight part of an email and add it as a task in Outlook As part of the greater Tasks strategy across Microsoft 365, you can now highlight text in Outlook for the web and convert it to a task in Outlook – and in Microsoft ToDo. We have all received emails that contain next steps or instructions, but unless we convert that text into actionable tasks, things may get lost. You can now generate tasks from these emails while working in context in Outlook. Read more at https://www.microsoft.com/en- us/microsoft-365/blog/2020/07/14/get- control-microsoft-365/
  42. 42. Highlight part of an email and add it as a task in Outlook In this example, I have sent myself an email with a list of reminders from my mobile device.
  43. 43. Highlight part of an email and add it as a task in Outlook By highlighting the text on the page, two options appear just above my selected text: 1. Send an email regarding the highlighted text 2. Create a task from the selected text To create a task, simply click on the task icon.
  44. 44. Highlight part of an email and add it as a task in Outlook The AI in Outlook for the web selects anything that appears to be a task, and automatically adds them to a list of tasks. From this view you can forward an individual item via email, highlight it (star), or mark it as completed. Additionally, you can create additional tasks from this view if other steps are required to completed these tasks.
  45. 45. Highlight part of an email and add it as a task in Outlook By clicking on the Tasks icon at the bottom left, you will find the new ToDo integration within Outlook for the web, and can open your Tasks list to see all of these items. And if you’re a fan of ToDo in the mobile app, these new tasks are instantly available within ToDo.
  46. 46. Create screen capture videos in Microsoft Stream  You can now use Microsoft Stream to record screen capture videos up to 15 minutes in length. Think of creating your own short training videos where you show something on your screen with narration and everything. Here's how that works…  When you're in Microsoft Stream, you can start your screen capture session by selecting Create > Record Screen: This tip courtesy of @duffbert
  47. 47. Create screen capture videos in Microsoft Stream  To start your recording, click the Record button: This tip courtesy of @duffbert
  48. 48. Create screen capture videos in Microsoft Stream  Before the recording starts, you get to choose exactly what you want to be capturing. This could be everything on your screen, a specific application, or a specific tab in Edge. Once you pick what you want to focus on, click Share: This tip courtesy of @duffbert
  49. 49. Create screen capture videos in Microsoft Stream  Your screen capture then starts to record. You have 15 minutes to record your video. You can pause temporarily if you need to by clicking the Pause button. Once done with your recording, click Next: This tip courtesy of @duffbert
  50. 50. Create screen capture videos in Microsoft Stream  At this point, you can either choose to re-record your video (Record Again), or you can Upload To Stream: This tip courtesy of @duffbert
  51. 51. Create screen capture videos in Microsoft Stream  Now you can name the video, add a description, and set other information. Once the item is published, you can go out and change things such as what channels the video should appear in: This tip courtesy of @duffbert
  52. 52. Create Tabs in Teams Chats We’re all familiar with creating Tabs in Teams, but did you know that you can also create a Tab in a Chat? It is a great way to expand your collaborations with individuals or small groups without having to create the more “permanent” Teams or Channels. Tabs in channels can be seen by everyone in the Team, but Tabs in chats can only be seen by members of the chat. The same is true for bots used within private or group chats, which you can read more about at https://docs.microsoft.com/en- us/microsoftteams/platform/bots/wha t-are-bots
  53. 53. Create Tabs in Teams Chats To get started, go into the target chat in Teams and select the + from the top nav to add a tab. The Add a Tab dialog will open, allowing you to select from all of the apps available to your organization. In this example, I want to post a blog post to our chat that we can reference in our ongoing conversations. Once saved, the new tab appears in our chat, and only members of the chat can view this information.
  54. 54. Use Alt-Tab & Windows Key to Organize your Desktop The reality is that multi-tasking (i.e. context-switching) is a productivity-sapping dream of the ADHD and OCD crowd (I am one of them). Having said that….we all do it. So why not make it easier to organize our already overly complex desktops? The two tools that I rely on are switching between applications using Alt+Tab, and the screen-splitting bliss of the Windows Key and arrows. When you add in the Windows Timeline feature, you will become the Master of your screen domain! First, we’re probably all familiar with the Alt+Tab capability, which allows you to see and move between any and all open applications on your desktop. This is an essential tool when you have one screen or many screens.
  55. 55. Use Alt-Tab & Windows Key to Organize your Desktop Next up in screen splitting. Let’s say you’re taking notes in OneNote while reviewing several sites in the Edge browser, or documentation hosted on Teams. Select the first app, in this case OneNote, and while holding down the Windows Key on your keyboard, hit the right arrow ()
  56. 56. Use Alt-Tab & Windows Key to Organize your Desktop The primary application will lock into place on the right, and as with the Alt+Tab process, you can then select from the available open apps.
  57. 57. Use Alt-Tab & Windows Key to Organize your Desktop The second app will lock into place. You can then grab the divider between them, and slide left and right to adjust how much screen real estate to give each as you work.
  58. 58. Use Alt-Tab & Windows Key to Organize your Desktop The second app will lock into place. You can then grab the divider between them, and slide left and right to adjust how much screen real estate to give each as you work.
  59. 59. Timeline feature in Windows 10 Great tip from MVP Joanne Klein: If you ever find yourself with a rebooted machine and wondering what happened to the last few documents that were open on your desktop, leverage the Timeline feature in Windows 10. https://joannecklein.com/2019/09/22 /the-timeline-feature-in-windows- 10-a-hidden-gem/
  60. 60. Timeline feature in Windows 10 To enable this functionality, go into Settings > Privacy > Activity History to select which accounts to show, and whether you want to make your history visible (store your history locally) and/or share your history with Microsoft.
  61. 61. Timeline feature in Windows 10 To enable this functionality, go into Settings > Privacy > Activity History to select which accounts to show, and whether you want to make your history visible (store your history locally) and/or share your history with Microsoft.
  62. 62. Timeline feature in Windows 10 Once enabled, select the Timeline from the nav bar and then drag the slider on the right to go back and select the documents, slides, or apps that you had open on that date.
  63. 63. Timeline feature in Windows 10 Once enabled, select the Timeline from the nav bar and then drag the slider on the right to go back and select the documents, slides, or apps that you had open on that date.
  64. 64. Send attachments as links in Outlook  Send links, not files!  When working with cloud files (SharePoint, OneDrive) you can set the default attachment state to a link rather than always attaching a copy of a file.  To get started, in your Outlook desktop app go into Files, and then Options, and look within the General section for Attachment Options.  Select Always share them as links and click Ok. https://support.microsoft.com/en- in/help/4011261/how-to-set-attachment- preference-for-attaching-a-cloud-file-in-outlook
  65. 65. Send attachments as links in Outlook  Next, open a new email message and select Attach File. Navigate to the relevant cloud-based file and attach.  The file will attach with the cloud icon, and by default, will say Anyone can edit. As your recipients open this file, they will be viewing and/or editing the document from within your cloud environment.
  66. 66. Send attachments as links in Outlook  Click on the right arrow on your file to see additional options, such as removing the attachment, or changing the permissions.  For local files that are not in the cloud, you can attach them to your email per normal steps, then select the right arrow on the file to save it to the cloud (you’ll see all of your available options), allowing you to manually change an attachment to a link.
  67. 67. Transcribe your videos in Word for the web For those of us who are increasingly capturing interviews and meetings on the web, you can now generate transcripts directly in Word for the web. Transcribe detects different speakers so after you finish recording, you can easily follow the flow of the transcript. After your conversation, you can revisit parts of the recording by playing back the time-stamped audio and you can even edit the transcript if you see something amiss. Read more at https://www.microsoft.com/en- us/microsoft-365/blog/2020/08/25/microsoft- 365-transcription-voice-commands-word/
  68. 68. Transcribe your videos in Word for the web For those of us who are increasingly capturing interviews and meetings on the web, you can now generate transcripts directly in Word for the web. Transcribe detects different speakers so after you finish recording, you can easily follow the flow of the transcript. After your conversation, you can revisit parts of the recording by playing back the time- stamped audio and you can even edit the transcript if you see something amiss. Simply open Word online, select Dictate, and upload your audio or video file to begin processing. Once transcribed, you can search for specific quotes and easily add them to your Word document, or add the entire transcript in one click! Read more at https://www.microsoft.com/en- us/microsoft-365/blog/2020/08/25/microsoft- 365-transcription-voice-commands-word/
  69. 69. Improve brainstorming with Microsoft Whiteboard templates If you’re looking for ways to improve your team collaboration, it’s always helpful to start with a template — whether you’re trying to brainstorm your next big idea or get everyone on the same page. Within the Whiteboard app, there are now templates (in preview) to help you run more effective meetings with Kanban sprint planning, SWOT analysis, project planning, learning, & more. Pre-created layouts provide an immediate structure—with helpful tips for running activities—and expand to fit all your content. https://www.microsoft.com/en-us/microsoft- 365/blog/2019/09/25/microsoft-365-web-desktop-productivity- new-features-office/
  70. 70. Improve brainstorming with Microsoft Whiteboard templates Getting started in easy. Go to Office.com and search for the Whiteboard app for your device or desktop (Windows 10). The website will push you to the relevant store, from which you can download and install the app.
  71. 71. Improve brainstorming with Microsoft Whiteboard templates Getting started in easy. Go to Office.com and search for the Whiteboard app for your device or desktop (Windows 10). The website will push you to the relevant store, from which you can download and install the app.
  72. 72. Improve brainstorming with Microsoft Whiteboard templates Once installed, select the + option from the bottom navigation to see your menu of options.
  73. 73. Improve brainstorming with Microsoft Whiteboard templates From here you can add the pre-built (preview) templates.
  74. 74. Improve brainstorming with Microsoft Whiteboard templates In this case, I’ve added a Kanban list which I’ll use with my team to organize our planning for an upcoming event, leveraging my Surface Pro to quick add and edit, and drag-and-drop tasks as I project onto a screen for the entire team. This is a great free tool that anyone with Windows (or iOS) can get started using quickly and easily.
  75. 75. Are you a serious note taker? If you’re like me, you may take notes on a yellow tablet next to your computer, or on paper sticky notes, within OneNote, using Planner and ToDo, and whatever other tools are available within your organization. For me – it’s all of the above. Sticky Notes allows you to capture ideas, notes, and important info across the apps you already use. Now you can conveniently view, edit, and create notes directly in Outlook for the web, making it easier than ever to keep track of your notes as you go through email. Read more at https://www.microsoft.com/en- us/microsoft-365/blog/2019/11/26/customize- excel-track-notes-outlook-whats-new-to-microsoft- 365-november Keep track of Sticky Notes in Outlook on the Web
  76. 76. Without Outlook on the Web, you’ll find the Notes on the left Nav bar, above your Groups. The New Note button appears on the top left of your screen. Keep track of Sticky Notes in Outlook on the Web
  77. 77. What’s great about this feature is that you can create them on the fly, with links and images to whatever you’re working on, and keep them all in one place. Keep track of Sticky Notes in Outlook on the Web
  78. 78. Additionally, you can leverage the new OneNote feed to conveniently combine your notes across Sticky Notes, recent OneNote pages, and even some mobile apps (Samsung notes) so that you can easily reference them while you’re composing an email in Outlook.com or Outlook on the web. You can use the search to find the note you are looking for and even copy and paste a note right into an email. You can also create a new Sticky Note right from the OneNote feed to capture any ideas or thoughts you have while working in Outlook Keep track of Sticky Notes in Outlook on the Web
  79. 79. Add your Personal Calendar to your Outlook work account Managing multiple calendars can be tricky. Add to that complexity the need to balance time between work and personal calendars. Outlook on the web has made that process easier. Now when you add a personal calendar to Outlook on the web, the times for those events will be shown as busy (with no details or information) when someone wants to schedule a meeting with you using the Scheduling Assistant in Outlook. Additionally, this new feature allows you to see your personal calendar side by side to your work calendar – in one single view. Read more at https://www.microsoft.com/en-us/microsoft- 365/blog/2020/07/14/get-control-microsoft-365/
  80. 80. Add your Personal Calendar to your Outlook work account To add your personal calendar within Outlook for the web, you start by clicking on the calendar icon. Then select the option to Add Calendar
  81. 81. Add your Personal Calendar to your Outlook work account The Add Calendar menu appears, with the option to add personal calendars.
  82. 82. Add your Personal Calendar to your Outlook work account In this example, I am going to add my Gmail calendar. Selecting that option… opens a sign in prompt for Google. Select your account and approve the access privileges.
  83. 83. Add your Personal Calendar to your Outlook work account Once added, you should receive a security notification to your personal email account notifying you of the change. From the Add Calendar dialog you can also verify all connected accounts. Back within your calendar view, you can now see your newly added and color-coded personal calendar (which you can toggle on and off)
  84. 84. Add shortcuts to shared folders in OneDrive OneDrive is quickly becoming a primary navigation point for my desktop, and now – just like we do on the desktop – you can add quick shortcuts to local, online, and shared folders to make accessing your essential content easier!
  85. 85. Add shortcuts to shared folders in OneDrive OneDrive is quickly becoming a primary navigation point for my desktop, and now – just like we do on the desktop – you can add quick shortcuts to local, online, and shared folders to make accessing your essential content easier! Within the OneDrive client, simply select (or create) the folder, and click ‘Add shortcut to My Files’ Once added, you can access your list of important location from wherever you log into Microsoft Office! Read more at https://www.microsoft.com/en- us/microsoft-365/blog/2020/07/01/introducing- new-onedrive-features-to-share-and-collaborate- across-work-and-life/
  86. 86. April, 26. – 28. 2021 MICROSOFT 365 VIRTUAL MARATHON 2021 m365virtualmarathon.com #M365VM Thank you!
  87. 87. m365virtualmarathon.com #M365VM Get my slides Slideshare Follow me @buckleyplanet Connect with me /IN/christianbuckley Check out my blog www.buckleyplanet.com Subscribe to youtube/c/collabtalk Email me christian.buckley@avepoint.com
  88. 88. MICROSOFT 365 VIRTUAL MARATHON 2021 SPONSORS
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