Microsoft 365 Essentials Course
Build confidence using Microsoft 365 with Nexacu’s Microsoft 365 Essentials course. This practical, one-day training course is designed for beginners and organisations that are new to Microsoft 365 or require post-implementation training.
Through hands-on activities, you will learn how to communicate, collaborate and manage files using Teams, Outlook, OneDrive and SharePoint. You will also explore Forms, Planner, OneNote and Loop, along with practical uses of Copilot Chat for drafting emails, summarising documents and streamlining everyday tasks.
No prior Microsoft 365 knowledge is required. This course is suitable for beginners, organisations that are new to Microsoft 365 and teams completing post-implementation training.
Microsoft 365 Essentials is designed for people who need a practical introduction to the applications and services used across the Microsoft 365 environment. It is suitable for employees, administrators, coordinators, managers and teams transitioning to Microsoft 365.
The course covers communication and collaboration with Outlook and Teams, file storage and sharing with OneDrive and SharePoint, and everyday productivity tools including Forms, Planner, OneNote and Loop. The focus is on practical workplace workflows rather than advanced administration or technical configuration.
Participants also explore practical uses of Copilot Chat, including drafting emails, summarising documents and supporting routine tasks. The course includes guidance on using AI responsibly and reviewing generated content before it is used or shared.
Introduction to Microsoft 365
Signing in and navigating office.com
Exploring the homepage: search, app catalogue, user settings, Copilot Chat
Pinning frequently used apps
Benefits of secure cloud file storage
Collaboration with Microsoft Teams
Understanding Teams, Channels, and Chats
Creating teams and adding members
Sensitivity labels and role assignments
Scheduling meetings and using meeting tools (chat, reactions, notes, Copilot, sharing)
Mock meetings and role-play exercises
Communication with Outlook
Inbox and interface walkthrough
Email management: rules, quick steps, workspace organisation
Calendar: scheduling and tracking meetings, tasks, and reminders
Flagging important emails and integrating with Planner
File Management & Sharing
Uploading, creating, and organising files in OneDrive
Setting up folders and naming conventions
Applying filters and file management best practices
SharePoint basics: navigation, libraries, permissions
Securely sharing files and restoring previous versions
Productivity Tools in Microsoft 365
Creating and sharing forms with Microsoft Forms
Setting up and using OneNote notebooks, sections, and pages
Creating and tracking tasks in Planner: assignments, labels, due dates
Introduction to Loop for real-time collaboration
Syncing notes and tasks across apps
Copilot Chat (AI Assistance)
Introduction to Copilot Chat and licence types
Effective prompting: goals, context, expectations
Exercises: drafting emails, summarising documents, listing project risks
Recognising limitations and verifying AI outputs
Wrap Up & Assessment
Review of key concepts from each module
Group challenges and troubleshooting
Scenario-based quizzes
Further resources for continued learning
What is Microsoft 365?
Microsoft 365 is Microsoft's suite of productivity tools designed to help you achieve more in the workplace. It includes the well know apps of Excel, Word, and PowerPoint but features many more useful applications such as Teams, Planner, Forms, SharePoint Online. Office 365 applications are cloud-based, so users can access their files and content from anywhere and on any device. They can collaborate on files and documents and store this shared copy in a shared directory.
Will the content in these Microsoft 365 courses be relevant for the workplace?
Yes, our course writers and trainers have industry backgrounds. Our core principle is to deliver training that our students can not only use in the workplace but will actually drive increased efficiency and productivity gains. We teach the key elements of Office 365 from Beginner to Advanced. Every organization deploys and uses Office 365 differently but the core concepts are similar. Learning to use the range of applications will present opportunities to craft your own solutions and process improvements.
What is Remote Training?
Remote training at Nexacu means our experienced trainers will deliver your training virtually. Students can access our usual classroom training courses via video conferencing, ask questions, participate in discussions, and share their screen with the trainer if they need help at any point in the course. Students have the same level of participation and access to the trainer as they would in classroom training sessions.
What is the difference between Microsoft 365 and Office 365?
Microsoft 365 is the rebranded version of Office 365. What was previously referred to as Office 365 is now called Microsoft 365. If the name Office 365 is mentioned, it is generally in reference to only Microsoft's 'core' apps - Excel, PowerPoint, and Word. These three applications are included in Microsoft 365 along with many others such as Teams, Planner, Forms, SharePoint Online.
How can I prepare for my online course?
Install the Microsoft Teams desktop application.
For the advanced course, you are required to download and unzip files. To do this, log in to your student portal and click on the "Materials" tab.
Download your exercise files and extract them to the folder specified below. Note you will have to create the folder first.
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