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

    • Your Course Experience

    • 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
5 star rating

AMAZING

Marion Freund, MOSE

This class is useful for anybody utilizing Microsoft and wants to learn about all the things you see but never understood. This training is a must for anybody working in a team environment, sharing or collaborating with others. Even if you are not...

Read More

This class is useful for anybody utilizing Microsoft and wants to learn about all the things you see but never understood. This training is a must for anybody working in a team environment, sharing or collaborating with others. Even if you are not interested or aiming for your MOS certification, you can use everything you learn in this class.

Read Less
5 star rating

Whew! That was a LOT of information!!!

Sally Hansen

Vickie covered a lot of information in these modules, but it was all good stuff. Collaborating on my documents has not been a strong suit of mine; but after this course, I feel more confident in doing so. Lots of great tips at the end of the cou...

Read More

Vickie covered a lot of information in these modules, but it was all good stuff. Collaborating on my documents has not been a strong suit of mine; but after this course, I feel more confident in doing so. Lots of great tips at the end of the course, too!

Read Less
5 star rating

Thanks for sharing and teaching "old dogs new tricks"

Jacqueline Swirzinski

I've learned so much and I'm working on retaining the knowledge shared

I've learned so much and I'm working on retaining the knowledge shared

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5 star rating

Great course about OneDrive

Anita Evans

I have not used OneDrive before. Now I can confidently use this feature and have access to all my files on my computer.

I have not used OneDrive before. Now I can confidently use this feature and have access to all my files on my computer.

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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.

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