Online Conference
June 17th and 18th 2015
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Office 365 for Beginners
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Veronique Palmer
Lets Collaborate
Email : Veronique@letscollaborate.co.za
Twitter : @letscollabza, @veroniquepalmer
Facebook : Veronique Free Spirit
LinkedIn : Veronique Palmer
Managing Member
5 times SharePoint MVP
User Adoption Specialist
Activist and Environmentalist
Contact Details
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Session Audience
• Business less than 10 people
• One man bands
• Technically challenged
• Interested beginners
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Decisions
Decisions
Decisions
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58 products under the
banner
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Education
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…
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Stop!
Why are you
Buying?
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Skype
…All of the AboveBI
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Most small businesses just need :
• A way to communicate with their team
• A secure place to store documents
• The ability to share documents with their team
and/or customers and/or partners
• Mobile access
• Email
• Website
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Is Office 365
for Business
the way to go?
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Source : https://blogs.office.com/2015/09/04/office-365-news-roundup-12/
15 million subscribers
A million more signing up monthly
50 000 new SMB’s sign up monthly
Controls more the 25% of the enterprise market
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Short Version
Buy the
products you
need separately
as you need
them
Or buy the
whole lot
prepacked in
E3
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BUT!
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30 Day, 25 User
Trials on Some
Packages, Yay
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Let’s Set One Up!!
E3
https://products.office.com/en-za/business/office-
365-enterprise-e3-business-software
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If you just want to test Office 365, don’t use your real company
name – use a fake company or you won’t be able to use it again
on the real version you sign up for
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The portal configures itself
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All portals get Admin
dashboards to manage
the account (tenant)
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• Buy licenses
• Add users
• Assign licenses
to them
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Doesn’t tell you which
users have expired
though and been
assigned though, need
to check one by one
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Don’t forget to
renew credit
card details
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Buy on demand, some let you
pay monthly, some annually
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Select the user and edit
details as required, or
double click their name
under Display Name to
see more details
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etc
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For advanced
settings, importing
emails, domain
mapping – phone
a friend!
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Messages not emailed!
Need to check
manually …Ugh!
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Be
ready!
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Access SharePoint from the top left app icon
and click Sites
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It will default to OneDrive at first click. Fix once off
setting up of time zone and language first.
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Click the app suite icon to jump between
apps and get to SharePoint (Sites)
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The Team Site icon
and link goes to the
default home page of
your intranet
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A default SharePoint 2013 Enterprise team site to be
configured into your company’s intranet
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You don’t need the get started blocks, remove them
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The main menu is the
Settings cog on the top right
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There are
plenty of
settings to be
configured and
used – this is
not for
amateurs, get
proper training
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If you can’t find something, Site Contents is the first
place to look – or search for it
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Recycle Bin
in case
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Lots of document
management
options available
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Sharing
rocks!
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Standard Views are most used
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Make SharePoint
work for you
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Permissions on
your intranet is
where it starts
getting tricky…
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Use SharePoint for :
• Automate business processes
• Team, events and training
calendars
• Research and knowledge sharing
portal
• Project management and
dashboards
• Timesheets
• Supplier and client databases
• Helpdesks
• etc etc etc
• Team discussions
• Policies, procedures and standards
• Imparting values, mission and vision
• Templates
• Corporate identity docs
• Managing invoices and statements
• Manage expense claims and
cashflow
• Converting paper forms to online
forms
• Assigning tasks
• HB – payslips, letters of appointment
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Some apps don’t play nicely
with others – you need a
content management strategy
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But that dear friends,
is a very long story
for another day
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Access SharePoint directly by typing
thecompanynameyouregistered.sharepoint.com
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Groups vs Team Sites
Governance Considerations
Outlook
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OneDrive vs Team Sites vs Extranet
Governance Considerations
OneDrive
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PROS
• Very low barrier to entry
• No hardware considerations
• Latest version of software always
• Pay for what you use
• Lots of space (50GB mailboxes etc)
• One stop shopping
• Work from anywhere, anytime on any device
• Everything is configurable
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CONS
• Too many options and conflicting governance
• All your data is on someone else’s servers
• No internet = no business
• No control or notification on what features
are activated when
• Always on bleeding edge of technology
• May need professional services to
configure SharePoint and some Office 365
settings
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Next Steps
• Understand your problem
• Investigate the options
• Phone Microsoft if unsure
• Start small
• Get training
• Plan for adoption
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Ongoing commitment
is required
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Stay tuned for more great sessions …
Thanks for watching!
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Microsoft Office 2016 Training Videos
https://support.office.com/en-gb/article/Office-Training-Center-b8f02f81-ec85-4493-a39b-4c48e6bc4bfb?ui=en-US&rs=en-GB&ad=GB
Office 365 Training Videos
https://support.office.com/en-gb/article/Office-365-training-396b8d9e-e118-42d0-8a0d-87d1f2f055fb
Office 365 for Business Use Plans and Pricing
https://products.office.com/en-za/business/compare-office-365-for-business-plans
Office 365 for Home / Personal Use Plans and Pricing
https://products.office.com/en-za/whats-new-office
SharePoint Online and SharePoint Server Only Plans and Pricing
https://products.office.com/en-za/SharePoint/compare-sharepoint-plans?legRedir=true&CorrelationId=b654b5c9-5e2a-44d2-9701-f00978ba044a
Office 365 FAQ
https://products.office.com/en-za/business/microsoft-office-365-frequently-asked-questions
Offic3 365 Guides
http://labs.officeignite.com/Office%20365%20Guides.htm
Set Up Office 365 End to End
https://support.office.com/en-gb/article/Set-up-Office-365-for-business-6a3a29a0-e616-4713-99d1-15eda62d04fa
Office 365 Customer Success Centre
https://success.office.com/en-us
Office 365 Roadmap
http://roadmap.office.com/en-us
Making SharePoint More Effective
http://www.letscollaborate.co.za/making-sharepoint-effective/
SharePoint 2013 Help
https://support.office.com/en-GB/search/results?query=sharepoint%202013&lcid=2057
SharePoint Guides
http://labs.officeignite.com/SharePoint%20Guides.htm
Resources
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Cheers
from sunny
South Africa!!

Office 365 for Beginners