Microsoft Office 365 in a Business and Sales Firm or Legal Department - Danielle DavisRoe

Course Summary:

“Microsoft Office 365 in a Business and Sales Firm or Legal Department” by Danielle DavisRoe offers a comprehensive guide to leveraging the full potential of Microsoft 365 within professional environments. This course focuses on practical applications of Microsoft 365 tools to streamline workflows, enhance team collaboration, and improve data management specific to the needs of business, sales, and legal departments. The training emphasizes efficiency, automation, and security, enabling teams to operate more effectively and productively.

Target Audience:

This program is tailored for:

• Professionals in business, sales, and legal departments seeking to enhance their productivity.
• Team leaders and managers aiming to optimize team collaboration and workflow.
• Individuals responsible for data management and security within their organizations.
• Anyone who wants to learn how to effectively use Microsoft 365 in a professional setting.

Main Content:

The course likely covers these key areas:

• Core Microsoft 365 Applications:
  • Advanced usage of Outlook for efficient email management and communication.
  • Effective collaboration with Teams for seamless teamwork and file sharing.
  • Utilizing SharePoint for document management and team sites.
  • Maximizing Word, Excel and PowerPoint within a professional enviroment.
• Workflow Automation:
  • Creating automated workflows using Power Automate.
  • Integrating apps for seamless data flow.
  • Utilizing Microsoft forms to easily collect data.
• Data Management and Security:
  • Implementing robust data security practices.
  • Managing and organizing data effectively within Microsoft 365.
  • Cloud storage and data accessibility best practices.
• Industry-Specific Applications:
  • Tailored applications for sales teams (e.g., customer relationship management).
  • Specialized tools for legal departments (e.g., document management, eDiscovery).
  • Business inteligence and data analysis.
• Collaboration and Communication:
  • Utilizing Microsoft Teams for file sharing, meetings, and communication.
  • Best practices for remote team collaboration.