The document outlines best practices and common mistakes for using the Office 365 toolset. It provides 9 key steps for mastering Office 365: 1) Master the basics of Office 365, 2) Understand the offerings, 3) Choose the correct tools for tasks, 4) Manage email effectively, 5) Leverage Office 365 groups, 6) Drive adoption, 7) Build an effective team, 8) Establish proper governance, and 9) Optimize storage and file sharing. Throughout, it emphasizes the importance of understanding the full Office 365 platform and choosing the right tools for each use case.

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December 1st 2017
Best practices and biggest fails
using Office 365 toolset
patricg

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December 1st 2017
@patricg
aOS Community
Founder and member
Enterprise Solutions
Architect - AbalonGreater Paris, France
Who am I? Patrick Guimonet
7 times MVP
Office Servers and Services
2 times MS RD
International speaker and
events organizer

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December 1st 2017
Who are you?
Business usersArchitects
Developers IT Administrators
Executive sponsors
Service
Administrators
Champions
End-users
Consultants
Business owners

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December 1st 2017
What about Microsoft?
patricg

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December 1st 2017
SharePoint latest figures are
impressive

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Microsoft is on mission
Satya Nadella
June 25, 2015

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Microsoft 365
Office 365
SharePoint
Teams
OneDrive

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#1 Master the basics

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December 1st 2017
To go further on Office
365 service understanding
• System requirements for Office
• https://products.office.com/en-us/office-system-requirements/#Browsers-section
• https://products.office.com/fr-FR/office-system-requirements/#Browsers-section
• https://products.office.com/de-de/office-system-requirements/#Browsers-section
• Office 365 Service Descriptions
• https://technet.microsoft.com/en-us/library/office-365-service-descriptions.aspx
• https://technet.microsoft.com/fr-fr/library/office-365-service-descriptions.aspx
• https://technet.microsoft.com/de-de/library/office-365-service-descriptions.aspx
• Office 365 help & training
• https://support.office.com

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#2 Master the offering

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Typical usages in the Digital Workplace
Mobility
Business appsCommunication
Store, Find,
Share
Personal
productivity
Collaboration

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Personal
Productivity
To-Do
StaffHub
…
credits @patricg
Collaboration
Business Apps
Communication
Store, Find
and Share

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December 1st 2017
Personal
Productivity
To-Do
StaffHub
…
credits @patricg
Collaboration
Business Apps
Communication
Store, Find
and Share

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#3 Choose the correct tool

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This is one of the BBP…
https://www.clearbox.co.uk/digital-workplace-manifesto

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From https://dionhinchcliffe.com/2016/09/12/seeking-a-modern-foundation-for-the-digital-workplace
It’s not so easy…

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The Task Ecosystem
Team/OrgIndividual
BRK2071

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December 1st 2017
The Task Ecosystem
Team/OrgIndividual
BRK2071

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December 1st 2017
The Task Ecosystem
Team/OrgIndividual
BRK2071

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December 1st 2017
The Task Ecosystem
Team/OrgIndividual
BRK2071

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December 1st 2017
The Task Ecosystem
Team/OrgIndividual
BRK2071

23. BRK2103

24. Office365Groups
Outer LoopInner Loop
Files
Sites
Content
SharePoint
GS09
For brainstorming
and discussion
oriented job
For a production
oriented job

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#4 Master your mails
• Detoxification cures for Mail
addicts!

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How to master your mails
The Three Most Important Outlook Rules for Processing Mail
SCOTT HANSELMAN
• Prohibit “reply all”
• Use your phone, Skype, Teams, Yammer

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#5 Master Office 365 groups!

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Key groups scenarios
Office 365 Groups is not a tool, it is a membership service
#Office365Groups MS Ignite 2016 BRK2033
MS Ignite 2017 BRK2047

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December 1st 2017
To go further on
Office 365 groups
• Learn about Office 365 Groups
• https://support.office.com/en-us/article/Learn-about-
Office-365-Groups-b565caa1-5c40-40ef-9915-
60fdb2d97fa2?omkt=en-US&ui=en-US&rs=en-US&ad=US
• Master groups creation
• Manage who can create Office 365 Groups
https://support.office.com/en-us/article/Manage-
who-can-create-Office-365-Groups-4c46c8cb-17d0-
44b5-9776-005fced8e618?ui=en-US&rs=en-
001&ad=US
• Group naming policy
• Define simple and clear naming rules
• https://support.office.com/en-us/article/Office-365-
Groups-naming-policy-6ceca4d3-cad1-4532-9f0f-
d469dfbbb552?ui=en-US&rs=en-US&ad=US

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Create Group in Desktop

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#6 Master adoption

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Each use case needs
an appropriate follow-up
AdoptionPlanification
1 2 3
Use cases
& Governance

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To go further on
adoption
• Office 365 adoption guide
https://fto365dev.blob.core.windows.net/media/Default/DocResources/en-
us/Office_365_Adoption_Guide.pdf

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#7 Build your team

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Identify Key roles
Executive sponsors
Service
Administrators
Champions
End-users Business owners

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Not all users are equals
• Not all individuals will accept
Innovation the same way, at the
same pace
• Innovators (2.5%)
• Early Adopters (13.5%)
• Early Majority (34%)
• Late Majority (34%)
• Laggards (16%)
https://ondigitalmarketing.com/learn/odm/foundations/5-customer-segments-technology-adoption

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Why Champions are key ?
Me, my trails and errors

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#8 Master governance

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A concrete example of governance link
with adoption
Managing Adoption of Office 365 by Controlling Access to Apps
https://practical365.com/blog/managing-adoption-of-office-365-by-controlling-access-to-apps

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#9 Master storage

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Choose between the three level of storage
Personal files
And manage your
data by YEARS
Global repository for business
Team work files

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To go further on
storage
• What is Office Delve?
• https://support.office.com/en-us/article/What-is-Office-Delve-
1315665a-c6af-4409-a28d-49f8916878ca?ui=en-US&rs=en-US&ad=US
• Should I save my documents to OneDrive for
Business or a team site?
• https://support.office.com/en-us/article/Should-I-save-my-documents-
to-OneDrive-for-Business-or-a-team-site-d18d21a0-1f9f-4f6c-ac45-
d52afa0a4a2e?ui=en-US&rs=en-US&ad=US
• Introduction to libraries
• https://support.office.com/en-us/article/Introduction-to-libraries-
7d4221d9-8fb9-40d5-8441-2374c84b5e26?ui=en-US&rs=en-US&ad=US

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Real experience with Office 365

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The good…

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Real experience with Office 365

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The bad…

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Real experience with Office 365

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The ugly…

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Real experience with Office 365

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Real experience with Office 365

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Conclusion

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“I never lose.
I either win or learn”
- Nelson Mandela
Ignite 2017 THR3026

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December 1st 2017
Thanks to our sponsors!
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