Mastering File Management with OneDrive, SharePoint, and Teams

Lesson 1: Introduction to Microsoft 365 Collaboration Tools

Objective: Provide an overview of Microsoft 365 collaboration tools and their integration.

Key Topics:

• Microsoft 365 ecosystem (SharePoint, OneDrive, Teams)

• Role of each tool in collaboration

• Benefits of using these tools

Lesson 2: OneDrive Essentials

Objective: Equip participants with essential skills for using OneDrive effectively.

Key Topics:

• Uploading files

• Storing, syncing, and accessing files across devices

• Sharing files internally and externally

• Version control and file history

• Tips for organizing files and folders

Sub-Topic: Personal OneDrive vs. OneDrive for Business

Duration: 5 minutes

Objective: Understand the differences between Personal OneDrive and OneDrive for Business.

Key Topics:

• Personal OneDrive: for personal use, limited storage, not suitable for business use

• OneDrive for Business: for business use, more storage, better security and compliance features

Lesson 3: SharePoint for Document Management

Objective: Explore SharePoint’s capabilities for efficient document management.

Key Topics:

• Creating and managing document libraries

• Metadata and tagging

• Co-authoring and versioning

• Integrating SharePoint with Teams

Lesson 4: Teams and Collaborative File Management

Objective: Understand how Teams enhances collaboration and file management.

Key Topics:

• Creating Teams channels and file repositories

• Real-time collaboration within Teams

• Using Teams for project-based file sharing

• Integrating Teams with OneDrive and SharePoint

Lesson 5: Best Practices and Tips

Objective: Share practical tips and best practices for efficient file management.

Key Topics:

• Naming conventions

• Permissions and security

• Archiving and retention policies

• Searching for files

• Troubleshooting common issues

Lesson 6: Portability and Accessibility

Objective: Highlight the convenience and flexibility of accessing files from anywhere.

Key Topics:

• Mobile apps: availability for OneDrive, SharePoint, and Teams

• Syncing: how files sync across devices (desktop, laptop, tablet, smartphone)

• Web access: accessing files via web browsers

• Offline mode: working with files offline

Q&A and Wrap-Up

Objective: Address participant questions and summarize key takeaways.