Mastering File Management with OneDrive, SharePoint, and Teams

Session 1: Introduction to Microsoft 365 Collaboration Tools

1. Objective: Provide an overview of Microsoft 365 collaboration tools and their integration.
1. Key Topics:
1. Microsoft 365 ecosystem (SharePoint, OneDrive, Teams)
2. Role of each tool in collaboration
3. Benefits of using these tools

Session 2: OneDrive Essentials

1. Objective: Equip participants with essential skills for using OneDrive effectively.
1. Key Topics:
1. Uploading Files
2. Storing, syncing, and accessing files across devices
3. Sharing files internally and externally
4. Version control and file history
5. Tips for organizing files and folders
2. Sub-Topic: Personal OneDrive vs. OneDrive for Business
1. Duration: 5 minutes
2. Objective: Understand the differences between Personal OneDrive and OneDrive for Business.
1. Key Topics:
1. Personal OneDrive: for personal use, limited storage, not suitable for business use
2. OneDrive for Business: for business use, more storage, better security and compliance features

Session 3: SharePoint for Document Management

1. Objective: Explore SharePoint s capabilities for efficient document management.
1. Key Topics:
1. Creating and managing document libraries
2. Metadata and tagging
3. Co-authoring and versioning
4. Integrating SharePoint with Teams

Session 4: Teams and Collaborative File Management

1. Objective: Understand how Teams enhances collaboration and file management.
1. Key Topics:
1. Creating Teams channels and file repositories
2. Real-time collaboration within Teams
3. Using Teams for project-based file sharing
4. Integrating Teams with OneDrive and SharePoint

Session 5: Best Practices and Tips

1. Objective: Share practical tips and best practices for efficient file management.
1. Key Topics:
1. Naming conventions
2. Permissions and security
3. Archiving and retention policies
4. Searching for files
5. Troubleshooting common issues

Session 6: Portability and Accessibility

1. Objective: Highlight the convenience and flexibility of accessing files from anywhere.
1. Key Topics:
1. Mobile Apps: Discuss the availability of mobile apps for OneDrive, SharePoint, and Teams.
2. Syncing: Explain how files can be synced across devices (desktop, laptop, tablet, smartphone).
3. Web Access: Emphasize the ability to access files via web browsers.
4. Offline Mode: Briefly cover working with files offline.

Q&A and Wrap-Up

1. Objective: Address participant questions and summarize key takeaways.

Session 1: Introduction to Microsoft 365 Collaboration Tools

1. Objective: Provide an overview of Microsoft 365 collaboration tools and their integration.
1. Key Topics:
1. Microsoft 365 ecosystem (SharePoint, OneDrive, Teams)
2. Role of each tool in collaboration
3. Benefits of using these tools

Session 2: OneDrive Essentials

1. Objective: Equip participants with essential skills for using OneDrive effectively.
1. Key Topics:
1. Uploading Files
2. Storing, syncing, and accessing files across devices
3. Sharing files internally and externally
4. Version control and file history
5. Tips for organizing files and folders
2. Sub-Topic: Personal OneDrive vs. OneDrive for Business
1. Duration: 5 minutes
2. Objective: Understand the differences between Personal OneDrive and OneDrive for Business.
1. Key Topics:
1. Personal OneDrive: for personal use, limited storage, not suitable for business use
2. OneDrive for Business: for business use, more storage, better security and compliance features

Session 3: SharePoint for Document Management

1. Objective: Explore SharePoint s capabilities for efficient document management.
1. Key Topics:
1. Creating and managing document libraries
2. Metadata and tagging
3. Co-authoring and versioning
4. Integrating SharePoint with Teams

Session 4: Teams and Collaborative File Management

1. Objective: Understand how Teams enhances collaboration and file management.
1. Key Topics:
1. Creating Teams channels and file repositories
2. Real-time collaboration within Teams
3. Using Teams for project-based file sharing
4. Integrating Teams with OneDrive and SharePoint

Session 5: Best Practices and Tips

1. Objective: Share practical tips and best practices for efficient file management.
1. Key Topics:
1. Naming conventions
2. Permissions and security
3. Archiving and retention policies
4. Searching for files
5. Troubleshooting common issues

Session 6: Portability and Accessibility

1. Objective: Highlight the convenience and flexibility of accessing files from anywhere.
1. Key Topics:
1. Mobile Apps: Discuss the availability of mobile apps for OneDrive, SharePoint, and Teams.
2. Syncing: Explain how files can be synced across devices (desktop, laptop, tablet, smartphone).
3. Web Access: Emphasize the ability to access files via web browsers.
4. Offline Mode: Briefly cover working with files offline.

Q&A and Wrap-Up

1. Objective: Address participant questions and summarize key takeaways.