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Uplatz Training

A warm welcome to the Microsoft 365 course by Uplatz.

Microsoft 365 (previously called Office 365) is a cloud-based subscription service that provides users with access to a suite of Microsoft's productivity and collaboration tools. It combines the familiar Office desktop apps (Word, Excel, PowerPoint, etc.) with cloud services like OneDrive (cloud storage), Exchange Online (email), and Microsoft Teams (communication and collaboration). It's designed to enhance productivity, enable seamless collaboration, and ensure data security across various devices.

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A warm welcome to the Microsoft 365 course by Uplatz.

Microsoft 365 (previously called Office 365) is a cloud-based subscription service that provides users with access to a suite of Microsoft's productivity and collaboration tools. It combines the familiar Office desktop apps (Word, Excel, PowerPoint, etc.) with cloud services like OneDrive (cloud storage), Exchange Online (email), and Microsoft Teams (communication and collaboration). It's designed to enhance productivity, enable seamless collaboration, and ensure data security across various devices.

Microsoft 365 offers a comprehensive set of productivity tools that help individuals and businesses stay connected, collaborate efficiently, and achieve their goals in today's digital world.

Products included in the suite

1. Core Office Apps

  • Word: Word processing and document creation.  

  • Excel: Spreadsheets for data analysis and visualization.  

  • PowerPoint: Presentation creation and delivery.  

  • Outlook: Email and calendar management.  

  • OneNote: Digital note-taking and organization.

2. Collaboration & Communication Tools

  • Microsoft Teams: Chat, video conferencing, file sharing, and collaboration hub.  

  • SharePoint: Document management and collaboration platform.  

  • OneDrive: Cloud storage for files and easy sharing.  

  • Exchange Online: Business-class email and calendaring.

3. Additional Apps & Services

  • Access (PC only): Database management system.  

  • Publisher (PC only): Desktop publishing application.  

  • To Do: Task and list management.  

  • Forms: Create surveys, quizzes, and polls.  

  • Stream: Video sharing and management platform.

4. Key Features of Microsoft 365

  • Cloud-based access: Work from anywhere with internet connectivity.  

  • Always up-to-date: Receive the latest versions of apps and features.  

  • Cross-device compatibility: Use across PCs, Macs, tablets, and phones.  

  • OneDrive cloud storage: Securely store and share files in the cloud.  

  • Real-time collaboration: Co-author documents and collaborate seamlessly.  

  • Advanced security features: Protect data with enterprise-grade security.  

  • Flexible subscription plans: Choose the plan that fits your needs.

  • Integration with other Microsoft services: Connects with Azure, Power BI, etc.

Microsoft 365 - Course Curriculum

  1. Introduction to Microsoft 365

  2. Microsoft Word - Basic Functions and Formatting

  3. Microsoft Word - Advanced Features

  4. Microsoft Word - Templates and Styles

  5. Microsoft Word - Advanced Collaboration Features

  6. Microsoft Word - Advanced Formatting and Document Navigation Techniques

  7. Microsoft Word - Tables and Charts

  8. Microsoft Word - Long Document Management

  9. Microsoft Excel - Introduction and Basic Functions

  10. Microsoft Excel - Intermediate Formulas and Functions

  11. Microsoft Excel - Data Analysis Tools

  12. Microsoft Excel - Advanced Data Analysis

  13. Microsoft Excel - Working with V-Lookup and H-Lookup and X-Lookup

  14. Microsoft Excel - Collaboration and Sharing

  15. Microsoft Excel - Dynamic Charts and Data Visualization

  16. Microsoft Excel - Advanced Data Management

  17. Microsoft PowerPoint - Introduction and Basics

  18. Microsoft PowerPoint - Designing Slides

  19. Microsoft PowerPoint - Adding Content and Smart Art

  20. Microsoft PowerPoint - Using Multimedia and Animations

  21. Microsoft PowerPoint - Advanced Presentation Techniques

  22. Microsoft PowerPoint - Collaboration and Sharing

  23. Microsoft Outlook - Email Management

  24. Microsoft Outlook - Calendar and Scheduling

  25. Microsoft OneNote - Basic Note-taking

  26. Microsoft OneNote - Advanced Organization

  27. Microsoft Teams - Basic Features and Interface

  28. Microsoft Teams - Chat and Calls and Meetings

  29. Microsoft Teams - Team Collaboration

  30. Microsoft OneDrive - File Management and Storage

  31. Microsoft OneDrive - Sharing and Collaboration

  32. Microsoft SharePoint - Introduction and Basic Setup

  33. Microsoft SharePoint - Document Libraries and Lists

  34. Microsoft SharePoint - Permissions and Security

  35. Microsoft Copilot - Overview and Integration

  36. Microsoft Planner - Task Management

  37. Microsoft Forms - Creating Surveys and Quizzes

  38. Microsoft Sway - Interactive Presentations

  39. Microsoft Power BI - Basic Features

  40. Microsoft Power BI - Data Visualization

  41. Microsoft To Do and Microsoft Stream

  42. Microsoft Engage and Microsoft Project

  43. Microsoft Visio and Microsoft Access

  44. Microsoft Bookings and Microsoft Delve

  45. Microsoft Whiteboard and Microsoft Lists

  46. Microsoft Loop and Power Pages

  47. Microsoft Kaizala and Microsoft People

  48. Microsoft Power Automate and Microsoft Power Apps

  49. Microsoft 365 Interview Questions and Answers

  50. Microsoft 365 Summary and Applications

Career Scope and Job Titles

After gaining proficiency in Microsoft 365, you can pursue various career paths that leverage your skills and knowledge. Proficiency in Microsoft 365 opens doors to a wide range of career opportunities across different sectors. Some of the key job titles to consider are:

  1. Microsoft 365 Administrator: Responsible for deploying, configuring, and managing Microsoft 365 environments. You'll handle user management, security settings, data migration, and troubleshooting.

  2. Office 365 Specialist: Focuses on supporting end-users with their Microsoft 365 applications. You'll provide training, troubleshoot issues, and ensure users can leverage the suite's full potential.

  3. Collaboration Specialist: Specializes in implementing and optimizing Microsoft 365 collaboration tools like Teams, SharePoint, and OneDrive. You'll help teams communicate and collaborate effectively, improving productivity and information sharing.

  4. Data Analyst: Leverages Microsoft 365 tools like Excel and Power BI to analyze data, create reports, and generate insights to inform business decisions.

  5. IT Support Technician: Provides technical support to users experiencing issues with Microsoft 365 applications and services. You'll troubleshoot problems, resolve issues, and ensure smooth operations.

  6. Trainer/Instructor: Conducts training sessions on Microsoft 365 applications and features, helping users improve their skills and adopt new technologies.

  7. Technical Writer: Creates documentation and guides on Microsoft 365, explaining complex concepts in a clear and concise manner for various audiences.

  8. Systems Engineer: Designs and implements Microsoft 365 solutions, ensuring they meet the organization's specific needs and integrate seamlessly with existing systems.

  9. Project Manager: Oversees the planning, execution, and completion of Microsoft 365 implementation or migration projects, ensuring they are delivered on time and within budget.

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What's inside

Learning objectives

  • Proficiency in core office apps: gain in-depth knowledge and skills in using word, excel, powerpoint, including basic functions, formatting, advanced features.
  • Understanding of microsoft 365 ecosystem: develop a holistic understanding of how different microsoft 365 applications integrate and work together.
  • Preparation for microsoft 365 certification: gain the knowledge and skills to potentially pursue relevant microsoft certifications.
  • Effective communication and collaboration: learn to leverage microsoft teams, outlook, and sharepoint for streamlined communication, file sharing, and teamwork.
  • Data management and analysis: develop skills in data organization, analysis, and visualization using excel and power bi.
  • Note-taking and organization: become adept at using onenote for efficient note-taking and information management.
  • Productivity and task management: utilize tools like microsoft to do, planner, and project to organize tasks, manage projects, and enhance productivity.
  • Cloud storage and file management: master the use of onedrive for secure file storage, sharing, and collaboration in the cloud.
  • Survey and form creation: learn to create engaging surveys and quizzes with microsoft forms.
  • Automation and app development: get introduced to power automate and power apps for basic automation and app creation.
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Syllabus

Introduction to Microsoft 365
Microsoft Word - Long Document Management
Microsoft Word
Microsoft Word - Basic Functions and Formatting
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Covers a wide array of Microsoft 365 applications, from core apps like Word and Excel to collaboration tools like Teams and SharePoint
Includes modules on deploying, configuring, and managing Microsoft 365 environments, which are essential skills for administrators
Explores data analysis and visualization using Excel and Power BI, which are valuable skills for data-driven decision-making
Begins with an introduction to Microsoft 365, which provides a foundational understanding of the platform and its various components
Introduces Microsoft Planner, To Do, Power Automate, and Power Apps, which can help streamline workflows and automate repetitive tasks
Focuses on Microsoft Teams, Outlook, and SharePoint, which are essential tools for effective communication, file sharing, and teamwork

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Reviews summary

Broad introduction to microsoft 365 apps

According to students, this course offers a broad overview covering many applications within the Microsoft 365 suite. Learners appreciate that it touches upon essential tools like Word, Excel, and PowerPoint, as well as touching on collaboration tools like Teams and OneDrive. However, due to the sheer number of applications included, some learners find the coverage to be lacking in depth for advanced features, particularly in powerful tools like Excel or Power BI. While it serves as a solid starting point for beginners seeking to understand the M365 ecosystem, those with prior experience or needing deep expertise in specific apps may find it moves too quickly or doesn't provide enough detail. The organization of content across so many modules can also feel extensive.
Some sections offer practical skills.
"The sections on Word, Excel, and PowerPoint basics provided practical skills I could use immediately."
"Learning about Teams features was very relevant for my work."
"The file management and sharing parts for OneDrive were directly applicable."
"I found the email and calendar management sections in Outlook useful."
"The hands-on examples for basic functions were helpful."
Helpful for those new to Microsoft 365.
"As someone new to the full Microsoft 365 suite, this course was an excellent starting point."
"It gives a solid foundation if you're just getting familiar with the different apps and how they connect."
"Perfect for users who need a general understanding rather than specialized skills."
"I felt comfortable navigating the different applications after completing this course."
"If you're a complete beginner to M365, this provides a useful initial overview."
Wide range of Microsoft 365 tools introduced.
"This course gave me a useful introduction to so many different Microsoft 365 applications."
"I was impressed by the sheer number of tools covered, from Word and Excel to Teams and even Power BI basics."
"It's a good way to see what's available in the M365 suite without needing separate courses for each app."
"I appreciated learning about tools like Planner and To Do alongside the main Office apps."
"The syllabus covers almost everything in Microsoft 365, which is a great starting point."
Amount of material can be overwhelming.
"There is so much content packed into this course; it's hard to retain everything."
"Covering over 40 different applications feels like drinking from a firehose."
"The sheer volume makes it difficult to focus and practice each tool effectively."
"It might be better split into multiple courses focusing on specific app groups."
"Trying to learn the basics of this many apps at once is challenging."
Coverage can be superficial for some tools.
"While it covers many apps, the depth for tools like Excel's advanced functions or Power BI is very limited."
"I felt like we only scratched the surface on crucial apps like SharePoint and Power Automate."
"If you need to become proficient in a specific app, this course might not provide enough detail."
"Could use more in-depth coverage on advanced features within the core Office applications."
"The sections on niche or complex apps were often too brief to be truly useful in practice."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft 365: A Comprehensive Guide to Essential Apps with these activities:
Review Basic Computer Skills
Reinforce fundamental computer skills to ensure a smooth learning experience with Microsoft 365 applications.
Browse courses on Computer Literacy
Show steps
  • Review basic operating system concepts.
  • Practice file management techniques.
  • Familiarize yourself with common software installation procedures.
Review 'Microsoft 365 for Dummies'
Gain a foundational understanding of Microsoft 365 with this beginner-friendly guide.
View Melania on Amazon
Show steps
  • Read the introductory chapters on Microsoft 365.
  • Explore the sections on the applications you use most.
  • Take notes on key concepts and features.
Practice Excel Formulas
Sharpen your Excel skills by practicing common formulas and functions covered in the course.
Show steps
  • Complete online Excel formula tutorials.
  • Solve practice problems using various Excel functions.
  • Create spreadsheets to apply learned formulas.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Create a SharePoint Document Library
Practice setting up and configuring a SharePoint document library to improve collaboration skills.
Show steps
  • Plan the structure of your document library.
  • Create the library and configure permissions.
  • Upload sample documents and test the library.
Review 'Mastering Microsoft 365: Everything You Need to Know to Get the Most Out of Microsoft 365'
Deepen your understanding of Microsoft 365 with this comprehensive guide.
Show steps
  • Read the chapters on advanced features and integrations.
  • Experiment with the techniques described in the book.
  • Apply what you learn to your own projects.
Create a Microsoft Teams Guide
Solidify your understanding of Microsoft Teams by creating a guide for new users.
Show steps
  • Outline the key features of Microsoft Teams.
  • Write clear instructions for common tasks.
  • Include screenshots and examples.
  • Share your guide with classmates for feedback.
Automate a Task with Power Automate
Apply your knowledge of Power Automate by creating a simple automation workflow.
Show steps
  • Identify a repetitive task you want to automate.
  • Design a Power Automate flow to handle the task.
  • Test and refine your automation flow.
  • Document your flow for future reference.

Career center

Learners who complete Microsoft 365: A Comprehensive Guide to Essential Apps will develop knowledge and skills that may be useful to these careers:
Microsoft 365 Administrator
A Microsoft 365 Administrator is responsible for managing and maintaining an organization's Microsoft 365 environment. This includes tasks such as user management, security configuration, and ensuring optimal performance of the Microsoft 365 suite. This Microsoft 365 course is designed to equip you with the knowledge and skills to effectively manage these tasks. The course covers essential topics such as user administration, security protocols, and data management, all of which are critical for a successful Microsoft 365 Administrator. By learning how to manage users, configure security settings, and leverage the various tools within Microsoft 365, you can ensure a secure and productive environment for your organization. The course curriculum covers the breadth of Microsoft 365, helping you understand how different applications integrate and work together.
IT Support Specialist
An IT Support Specialist provides technical assistance to users experiencing issues with computer systems, software, and hardware. A significant part of this role involves troubleshooting problems related to Microsoft 365 applications and services. This Microsoft 365 course can help you diagnose and resolve common Microsoft 365 issues. The course provides a comprehensive overview of the Microsoft 365 suite, including its core applications, collaboration tools, and cloud services. You will learn how to troubleshoot common problems, provide user support, and ensure smooth operations. You will also learn how to leverage Microsoft's support resources and best practices to resolve complex issues efficiently. The course curriculum covers the breadth of Microsoft 365, helping you understand how different applications integrate and work together.
Data Analyst
A Data Analyst examines and interprets data to provide insights and recommendations that drive business decisions. A key tool for many data analysts is Microsoft Excel, and this Microsoft 365 course provides extensive training on Excel's data analysis capabilities. The course covers intermediate and advanced formulas and functions, data analysis tools, dynamic charts, and data visualization techniques in Excel. You'll also learn how to use Power BI for data analysis and visualization. This course will provide you with a strong foundation in Excel and Power BI, enabling you to extract meaningful insights from data and present them effectively. The course also provides training on collaboration and sharing features in Excel, allowing you to work effectively with others on data analysis projects.
Technical Trainer
A Technical Trainer develops and delivers training programs on technical topics, such as software applications and hardware systems. If you aspire to be a Technical Trainer focusing on Microsoft 365, this course is a great place to begin. The course provides you with a comprehensive understanding of Microsoft 365 applications and features, allowing you to effectively teach others how to use them. You will also learn about different training methods and techniques. This course will help you build a strong foundation in Microsoft 365, enabling you to design and deliver engaging and informative training sessions. The course curriculum covers the breadth of Microsoft 365, helping you understand how different applications integrate and work together.
Business Analyst
A Business Analyst identifies business needs and recommends solutions to improve efficiency and productivity. The Microsoft 365 suite offers a range of tools that can be leveraged to address business challenges. This Microsoft 365 course can help you understand how to use these tools to analyze business processes, identify areas for improvement, and recommend solutions that leverage Microsoft 365. The course covers a range of topics relevant to business analysis, including data analysis with Excel and Power BI, collaboration with Teams and SharePoint, and task management with Planner and To Do. By learning how to use these tools effectively, you can help your organization improve its processes and achieve its goals. The course also provides training on Microsoft Forms, which can be used to gather feedback and insights from stakeholders.
Project Coordinator
A Project Coordinator supports project managers by assisting with project planning, tracking, and communication. Microsoft Project, part of the Microsoft 365 suite, is an invaluable tool for project management. This Microsoft 365 course may provide an introduction to Microsoft Project, helping you understand how to use it for task management, scheduling, and resource allocation. The course covers various Microsoft 365 apps and their integration. The course helps build a foundation in the Microsoft 365 ecosystem that may prove useful in project coordination. Focus on sections covering collaboration tools such as Teams, Planner, and To Do, as project tracking and communication are critical.
Office Manager
An Office Manager oversees the administrative and operational activities of an office. Proficiency in Microsoft 365 is essential for office managers, as they often use the suite's applications for tasks such as communication, scheduling, and document management. This Microsoft 365 course may help you use these tools more effectively. The course provides a comprehensive overview of the Microsoft 365 suite. The course covers essential topics for office managers, such as email management with Outlook, scheduling with Calendar, document management with SharePoint, and communication with Teams. You will also learn how to use other Microsoft 365 applications, such as Word, Excel, and PowerPoint, to create professional documents, spreadsheets, and presentations.
Technical Writer
A Technical Writer creates technical documentation and guides for software and hardware products. A strong understanding of Microsoft 365 is valuable for technical writers, as they may be required to document Microsoft 365 applications and features. The wide scope of this Microsoft 365 course may help you write clear and concise documentation for users of varying technical abilities. The course provides a comprehensive overview of the Microsoft 365 suite. By gaining a deep understanding of Microsoft 365, you can create accurate and informative documentation that helps users get the most out of the suite's applications and features. The course covers a range of topics relevant to technical writing, including document creation with Word, presentation creation with PowerPoint, and collaboration with Teams and SharePoint.
Executive Assistant
An Executive Assistant provides administrative support to senior executives, including managing calendars, scheduling meetings, and preparing presentations. Proficiency in Microsoft 365 is essential for executive assistants, as they rely heavily on the suite's applications to perform their duties. This Microsoft 365 course provides training on the tools that executive assistants use daily. The course covers email management with Outlook, calendar management with Calendar, presentation creation with PowerPoint, and document management with Word. By mastering these tools, you can become a more efficient and effective executive assistant. The course also provides training on collaboration tools such as Teams and SharePoint, allowing you to work effectively with others on administrative tasks.
Customer Service Representative
A Customer Service Representative addresses customer inquiries, resolves issues, and provides support. Microsoft 365 tools like Outlook and Teams are often used to communicate with customers. This Microsoft 365 course may help you use these tools more effectively. The course provides an overview of the Microsoft 365 suite, including its core applications, communication tools, and collaboration features. Pay attention to training on effective communication and collaboration using Microsoft Teams. The course helps build a foundation in the Microsoft 365 ecosystem that may prove useful in project coordination.
Training Coordinator
A Training Coordinator organizes and coordinates training programs for employees. A strong understanding of Microsoft 365 is valuable for training coordinators, as they may be responsible for scheduling training sessions on Microsoft 365 applications. This Microsoft 365 course may give you the knowledge to effectively coordinate training programs. The course provides a comprehensive overview of the Microsoft 365 suite, including its core applications, communication tools, and collaboration features. By gaining a deep understanding of Microsoft 365, you can effectively schedule training sessions. This course may cover the use of Microsoft Teams, Planner, and other tools that can assist training coordinators.
Marketing Assistant
A Marketing Assistant provides support to marketing teams, including creating marketing materials, managing social media, and coordinating marketing events. Microsoft 365 tools offer functionalities that can be used by marketing assistants. While this Microsoft 365 course might not cover marketing per se, it may help you use these tools more effectively. The course provides an overview of the Microsoft 365 suite, including its core applications, communication tools, and collaboration features. Focus on sections covering presentation creation with PowerPoint and collaboration using Microsoft Teams. The course curriculum covers the breadth of Microsoft 365, helping you understand how different applications integrate and work together.
Human Resources Assistant
A Human Resources Assistant provides administrative support to the HR department, including maintaining employee records, scheduling interviews, and onboarding new hires. Microsoft 365 tools can streamline HR processes. This Microsoft 365 course may help you use these tools more effectively. The course offers a comprehensive overview of the Microsoft 365 suite, with its core applications, communication tools, and collaboration features. Pay attention to document management with Word and communication management with Teams. The course curriculum helps you to understand how different applications integrate and work together.
Research Assistant
A Research Assistant supports researchers by gathering data, conducting literature reviews, and analyzing findings. Microsoft 365 tools are useful for research activities. While this Microsoft 365 course might not cover research directly, it may help you use these tools more effectively. The course offers a detailed overview of the Microsoft 365 suite, including its core applications, communication tools, and collaboration features. Focus on data analysis with Excel. The course provides a foundation that could be useful in research settings.
Sales Coordinator
A Sales Coordinator provides administrative and operational support to the sales team. This role requires proficiency in various software applications, including those within the Microsoft 365 suite. This Microsoft 365 course may help you streamline sales processes. The course covers essential office applications such as Word, Excel, PowerPoint, and Outlook. The course has training modules on collaboration and communication using Microsoft Teams, SharePoint, and OneDrive, which facilitates effective teamwork. Also learn about data management and analysis using Microsoft Excel.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft 365: A Comprehensive Guide to Essential Apps.
Offers a comprehensive guide to mastering Microsoft 365, covering a wide range of topics from basic usage to advanced features. It delves into the intricacies of each application and provides practical tips for maximizing productivity. This book is more valuable as additional reading for those who want to deepen their understanding of Microsoft 365. It is commonly used by industry professionals.

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