THERE ARE 200M MICROSOFT 365 ACTIVE USERS MONTHLY FORTUNE 500 COMAPNIES USE MCIROSOFT 365 75% 15 STEPS TO BECOME OFFICE 365 CHAMPION WRITTEN BY SZYMON BOCHNIAK EDITION 3 Get more office365atwork.com BEFORE YOU WILL START TO READ THIS BOOK GET ACCESS TO ADDITIONAL VALUES READ 122+ BLOG ARTICLES JOIN M365 CHAMPIONS COMMUNITY GROUP WATCH 31+ YOUTUBE VIDEOS JOIN M365 CHAMPIONS NEWSLETTER LISTEN PODCAST EPISODES LET'S CONNECT CONTENTS 05 GET MICROSOFT 365 FOR FREE - ONLINE COURSE 15 BUILD PROCESS AUTOMATION 04 From author 14 12 Get free Microsoft Teams 07 Microsoft 365 test tenant 14 Develop business Power Apps 15 Build process automation Start with something simple. Get Microsoft Teams for free Setup SharePoint pages 16 Deploy custom app for Teams Measure usage of Office 365 Deploy Power BI reports and monitor users activity, Implement your first SharePoint site using ready teamplates 11 Develop your first low-code application. Use Power Automate to build workflows. Setup sandbox for your learning purpose. 09 Integrate Office 365 apps Office 365 applications work better together. Connect them. Few words from author 06 DEVELOP BUSINESS POWER APPS 17 Engage Office business users Learn how to engage office business users. Learn how to rapidly build apps for Microsoft Teams. 19 BONUS Additional free training resources 04 15 STEPS TO BECOME OFFICE 365 CHAMPION FROM AUTHOR Start to learn now My name is Szymon Bochniak. For the last few years, I’m working as the Office 365 Delivery Manager helping organizations in digital transformations using Microsoft 365 platform. Office 365 has become the main daily collaboration tool for more than 75% of Fortune 500 companies. Since 2020 almost every company using solutions supporting remote work, like Microsoft Teams You will need to become Microsoft 365 champion to succeed in your job. In this book, I would like to share with you the first steps in gaining crucial skills connected with Office 365. From reading this ebook you will learn how to set up and configure your personal Office 365 tenant for learning sandbox. In the next steps, I will share with you the most important elements worth training on Microsoft 365 environment. I hope you will enjoy your learning journey ;) Szymon Bochniak Microsoft365 atWork 15 STEPS TO BECOME OFFICE 365 CHAMPION 05 GET MICROSOFT 365 FOR FREE FREE ONLINE COURSE 4.9 "Awesome content for a newbie! :-)" TONY A free course that will help you to create Microsoft 365 tenant sandbox for free for unlimited time. This is the first step in learning Office 365. During the training you will: setup Microsoft 365 sandbox environment get 25 users with E5 licenses deploy dummy data on O365 tenant learn how to us it for unlimited period of time "The course provides very clear step by step info on how to create the new Area of 365." AMI FREE ONLINE COURSE: http://academy.office365atwork.com 06 15 STEPS TO BECOME OFFICE 365 CHAMPION GET FREE MICROSOFT TEAMS You can start with something simple, available immediately, and free. Microsoft Teams become globally the most popular chat-based collaboration application. Start to use it with your colleagues Download your Microsoft Teams version for free. Microsoft Teams free version is a limited version of Microsoft Team paid version. Because it is not a part of Office 365 you don't have access to other applications like Stream, Planner or Exchange which work really great in the collaboration environment. At the same time, you get access to "almost full Teams functionality" for free. You will be able to organize chat-based collaboration, arrange online meetings and video calls with screen sharing. You will also have the possibility to store files and collaborate on them with team members. If you looking for a solution for a quick start this is a really great collaboration app. You have also access to all no-Microsoft apps that extending the functionality of Teams. ACTION PLAN: https://office365atwork.com/step0/ 07 15 STEPS TO BECOME OFFICE 365 CHAMPION MICROSOFT 365 TEST TENANT You need your own Office 365 tenant if you would like to become Microsoft 365 Champion. This has to be an environment that you can play with, change, or even broke. I want to encourage you to create your own Office 365 sandbox and use it heavily. Microsoft offers the possibility to create a dedicated Office 365 tenant for development purposes. Microsoft 365 Developer program gives you the possibility to get access to Office 365 for free for learning purposes. You will be able to use it for 90 days or more. Apps included into Microsoft 365 Developer subscription: SharePoint, OneDrive, Outlook/Exchange, Teams, Planner, Word, Excel, PowerPoint, and more Office 365 Advanced Threat Protection Advanced analytics with Power BI Enterprise Mobility + Security (EMS) for compliance and information protection ACTION ACTION PLAN: PLAN: https://office365atwork.com/step1/ https://office365atwork.com/step1/ 15 STEPS TO BECOME OFFICE 365 CHAMPION 08 ADDITIONAL ACTIVITIES On your newly created Office 365 I recommend doing additional configuration activities. SET TARGET RELEASE PREFERENCES 1 Microsoft in Office 365 platform offers products that are in the constant improvement process. New features and fixes of the bugs are delivered monthly. It is a neverending change process. Get access to newst features. ACTION PLAN: https://office365atwork.com/step1a/ SET MULTI-FACTOR AUTHENTICATION 2 Office 365 application could be your main system used on a daily basis. Making this platform as secure as possible should one of your main goals. Make your environment safer. ACTION PLAN: https://office365atwork.com/step1b/ 09 15 STEPS TO BECOME OFFICE 365 CHAMPION SETUP SHAREPOINT PAGES SharePoint is the heart of the Office 365 collaboration. Using it daily is crucial for improving productivity across organizations. I want to teach you how to extend possibilities of SharePoint sites by utilization of ready-to-use templates provided by Microsoft LookBook. You can deploy them into your tenant in just a few clicks. Building a successful intranet portal or team site becomes a very fast and simple process. Microsoft sharing additional 17 examples of SharePoint Modern site templates which you can automatically deploy. On your Office 365 tenant you can deploy these templates: 5 Organization landing pages 6 Department sites 4 modern Team sites 2 Community sites ACTION PLAN: https://office365atwork.com/step2/ 15 STEPS TO BECOME OFFICE 365 CHAMPION 10 ADDITIONAL ACTIVITIES Moreover, it is possible to install additional SharePoint-based applications which could help you to achieve even more. DEPLOY OFFICE 365 E-LEARNING SITE 1 Microsoft in Office 365 platform offers products that are in the constant improvement process. New features and fixes of the bugs are delivered monthly. It is a neverending change process. Get access to Office 365 business users training site. ACTION PLAN: https://office365atwork.com/step2a/ DEPLOY CRISIS COMMUNICATION SITE 2 One of the most important elements of the Office 365 Change Management & Adoption process is end-user training. Microsoft Office 365 Learning Pathways will help you to provide online training for your users. ACTION PLAN: https://office365atwork.com/step2b/ 11 15 STEPS TO BECOME OFFICE 365 CHAMPION DEPLOY CUSTOM APP FOR TEAMS Microsoft Teams is one of the most commonly used apps in Office 365. You can use this platform to deliver additions to applications for business users. Use knowledge about the deployment of SharePoint templates to build the Microsoft Teams App. Microsoft Teams is a really great possibility to reach most of your organization using the Teams App. If you will connect Teams with existing SharePoint portals you can easily build a really great and functional solution. You can build two applications which could be quickly deployed: Office 365 E-learning App Crisis Communication App You will be able to deploy them based on a few steps. ACTION PLAN: https://office365atwork.com/step3/ 12 15 STEPS TO BECOME OFFICE 365 CHAMPION INTEGRATE OFFICE 365 APPS Office 365 Apps works the best way together. Get knowledge on how to achieve more thanks to the integration between them. You will learn how to connect Microsoft 365 Applications to extend possible functionality. You will learn to deeply connect: Microsoft Teams with SharePoint Planner with SharePoint and Microsoft Teams Yammer with Teams and SharePoint Building a business solution thanks to multiple applications will give you new possibilities. Get better understanding about improving collaboration and communication thanks to using multiple Office 365 apps at the same time. ACTION PLAN: https://office365atwork.com/step4/ 15 STEPS TO BECOME OFFICE 365 CHAMPION 13 ADDITIONAL ACTIVITIES Moreover, it is possible to install additional SharePoint-based applications which could help you to achieve even more. USE MODERN SHAREPOINT WEBPARTS 1 SharePoint offers great looking and easy to use web parts for content management, but several possible options could be overwhelming. Learn how to use them embedded Office 365 Apps data. ACTION PLAN: https://office365atwork.com/step4a/ CONNECT TEAMS WITH CLOUD STORAGES 2 One of the most important parts of the collaboration in Teams is the work on files. You can integrate your Teams with alternative file storage providers. IIntegrate Teams with Box, Dropbox, Google Drive or Citrix ACTION PLAN: https://office365atwork.com/step4b/ 14 15 STEPS TO BECOME OFFICE 365 CHAMPION DEVELOP BUSINESS POWER APPS Power Apps is the platform that allows developing the forms and business logic behind it in a low code approach. PowerApps gives you the possibility to develop business applications. If you will connect it with Power Automate you can build complex applications with digitalized business processes. Develop your first Power App. Microsoft Power Apps (previously called Microsoft PowerApps) is a low-code development platform for building digitalized business applications. You can use this platform to deliver digitalized business applications. Features which you can deliver using Power Apps: customization of the SharePoint forms mobile application connected to Office 365 dedicated application with custom forms complex applications with separated data structure on CDS Working with Power Apps examples gives you the possibility to start working on this platform. ACTION PLAN: https://office365atwork.com/step5/ 15 15 STEPS TO BECOME OFFICE 365 CHAMPION BUILD PROCESS AUTOMATION Automation is the simplest way to improve productivity and save time. Office 365 offers a great workflow platform – Power Automate. I prepared a list of the first five flows that you can execute to simplify your life. Build yout first workflow. Power Automate is the process automation and workflow application that automatically integrates with all other Office 365 Apps. You can use Power Automate flows to digitalize business processes and get rid of manual work. I want to share with you five ready to use Power Automate templates. You can implement them on your Office 365 account in a few clicks. It is a really easy way to start to work with Power Automate and learn how it works. Moreover proposed flows can improve your productivity and simplify your daily tasks. You can find out about it just a few clicks. ACTION PLAN: https://office365atwork.com/step6/ 16 15 STEPS TO BECOME OFFICE 365 CHAMPION MEASURE USAGE OF OFFICE 365 The main goal of the Office 365 Adoption process is to improve Office 365 usage by business users.The only way to review the possible success of Office 365 Adoption is to measure the Office 365 usage. Microsft offers for free really great Office 365 / Microsoft 365 Usage & licensing business intelligence reporting solution based on Power BI. Microsoft 365 Usage Analytics which was previously named Office 365 Adoption content pack solution delivers ready-to-use reports which allow you to monitor almost every common element of Office 365 environment. Power BI based reports visualizing the data from the last 12 months. It allows you to measure the review trend in Microsoft 365 usage in the last 365 days. Office 365 usage and licensing solution provide a complex number of reports that allow you to monitor and analyze the Microsoft 365 environment. Dashboards deployed on the Power BI platforms make possible to analyze adoption and usage of the Microsoft 365 applications through last year. ACTION PLAN: https://office365atwork.com/step7/ 17 15 STEPS TO BECOME OFFICE 365 CHAMPION ENGAGE OFFICE BUSINESS USERS Prepare the change and adoption process of Office 365 applications in your organization. Use gathered knowledge to become an M365 Champion and to teach your colleagues. Use ready-to-use tools to make the launch of Office 365 the success. Follow the process of Office 365 Change Management & Adoption to: Improve awareness Build engagement Utilize If you feel that the adoption process of Office 365 is something missing in your organization, start to plan it! ACTION PLAN: https://office365atwork.com/step8/ Thanks! Thank you for your time spent with me in first steps with Office 365! You are five steps closer to Become Microsoft 365 Champion. Join M365 Champions Community: https://office365atwork.com/m365community Share your feedbak: szymon@office365atwork.com Bonus I prepared additional lists of Microsoft 365 training materials that could be useful for you: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 50+ trainings for Microsoft Teams admin - Microsoft Docs Basic training for Microsoft Lists - YouTube 350+ Power Platform trainings - Microsoft Learn Basic training for SharePoint pages - YouTube 80+ Microsoft Teams trainings - Microsoft Learn 200+ Office 365 trainings - Microsoft Learn Basic training Office 365 adoption - YouTube Modern workplace training - Microsoft Support Office 365 Apps quick start - Microsoft Support Microsoft 365 basics - Microsoft Support Best practices in collaboration - Microsoft Support Microsoft 365 for small business - Microsoft Support 890+ vides from Ignite 2020 - Microsoft Ignite 380+ videos from Ignite 2021 - Microsoft Ignite 500+ trainings about Microsoft 365 - Microsoft Learn