Master Your On-The-Go Workflow Using Microsoft 365

Microsoft 365 gives you the ability to work securely and confidently anywhere, anytime. It gives you powerful collaboration tools like OneDrive, Teams, OneNote, and SharePoint. 

In this course, you will learn the first step of collaboration in Microsoft 365: Personal Collaboration, allowing you to master your own workflow when using OneDrive at the office or on the go. 

Your personal collaboration mastery checklist includes:

  • When to use OneDrive, Teams, and SharePoint
  • How to manage OneDrive files and version history
  • How OneDrive syncs with all your devices
  • How to share files/folders and collaborate with others
  • How to manage access and permissions to your files and folders
  • PLUS, best practices to boost your productivity

Whether you're on a PC or Mac, these skills carry over to your experience in Teams and are the building blocks for everything you do in Microsoft 365.


The suggested prerequisite for this course is Understanding File Management Across Microsoft 365.

Module 1: OneDrive Essentials

  • Discover how OneDrive works

  • Create files and folders accessible on all devices

  • Understand the three syncing levels

  • Manage files and version history

Module 2: Sharing & Collaborating

  • Understand the various methods for sharing a file or folder with others

  • Collaborate with others within a document, spreadsheet, or presentation

  • Easily go back to files shared with you

  • Manage permissions and access to your files and folder

Module 3: Best Practices

  • Avoid the dreaded "can you resend" request

  • Search across OneDrive

  • Sync your Desktop and Documents folders to all devices

  • Accessing your files on a guest computer

Course Curriculum

  • 1

    Course Introduction

    • 365 Personal Collaboration Introduction

  • 2

    Module 1: OneDrive Essentials

    • Lesson 1: What is OneDrive?

    • Lesson 2: Creating & Editing Files

    • Lesson 3: Syncing Your Files

    • Lesson 4: Managing Files & Versions

    • Module 1 Assessment

    • Module 1 Survey

    • Module 1 Q&A

  • 3

    Module 2: Sharing & Collaborating

    • Lesson 1: Overview

    • Lesson 2: Share a Link to a File

    • Lesson 3: Share Using @Mentions

    • Lesson 4: Share a Static Copy

    • Lesson 5: Work Together with Collaborators

    • Lesson 6: Manage Files Shared WITH You

    • Lesson 7: Manage Access & Permissions

    • Module 2 Assessment

    • Module 2 Survey

    • Module 2 Q&A

  • 4

    Module 3: Best Practices

    • Introduction

    • Lesson 1: Using the OneDrive Mobile App

    • Bonus Lesson: E-Sign a Document Using OneDrive

    • Lesson 2: Back Up Your Desktop & Documents Folders

    • Lesson 3: Accessing Files on a Guest Computer

    • Lesson 4: Search Across OneDrive

    • Lesson 5: When Not to Use OneDrive

    • Module 3 Assessment

    • Module 3 Survey

    • Module 3 Q&A

    • Bonus Lesson:

  • 5

    Closing

    • The 3 Ways to Impact Your Daily Productivity

Instructor(s)

Vickie Sokol Evans

Microsoft Certified Trainer

Vickie Sokol Evans is a globally recognized digital productivity instructor and comedic speaker who trains the world's smartest people how to use their technology to get better results in less time. Her clients include: Microsoft, The Gates Foundation, Stanford University, The New York Times, Starbucks, Amazon, UK's Parliament, and most notably Bill Gates' team, among many others. A Microsoft Certified Trainer with 25+ certifications and over 20 years' training experience on PC and Mac platforms, Vickie is founder of The Red Cape Company headquartered in Austin, Texas.