Tracey Wright Jon Martin Office 365 Tips and Tricks.

Tracey WrightJon Martin

Office 365 Tips and Tricks

• What is Office 365?

• Tips and Tricks to make you more productive today!• Office 365• Outlook 2013• Excel 2013• Word 2013

Agenda

• Office 365 is really just Office in the Cloud

• Includes Exchange Online (Outlook, Calendar, Contacts, Tasks), Word, Excel, PowerPoint, OneNote, Lync, SharePoint

• Integrates with CRM Online, PowerBI

What is Office 365?

Why would my company want Office 365?• Less infrastructure to manage• Always updated• Access anywhere, anytime• Unlimited cloud storage• Sharing and collaboration• Mobile apps

What is Office 365?

• Download mobile Word, Excel, PowerPoint for Android, iPhone, iPad

• Co-author files in real time

• Changes show as they happen

• Choose who you share files with

Office 365 Tips and Tricks

Office 365 demo

Am I available? Let me check my calendar…

• Dock the Peek to view calendar alongside your mail messages

• Pop out the Calendar in a separate window to view on your second monitor

Outlook Tips and Tricks

Are you overwhelmed with messages? What to tackle first?

• Separate mail where you are in the CC line into a folder using Rules (or, separate mail where only you are in the To line)

• Or, change View Settings and use Conditional Formatting to identify where you are in the To line/CC line


I could spend all day filing email! Minimize the number of folders and:

• Use search

• Create saved search folders

• Use Quick Steps to move items to most commonly used folders


Have to send the same email again and again?

• Use Quick Steps to create a template


• Keyboard Shortcuts to help you get things done faster

• Ctrl + N – new item (mail, appointment, task)

• Ctrl + Shift + M – new mail message

• Ctrl + 1 – switch to Mail, Ctrl + 2 – Switch to calendar, Ctrl + 3 – switch to Tasks

• Insert key – toggles Follow Up Flag on/completed


“I need to compare these sheets”

• Arrange All / View Side by Side

• Spreadsheet Compare (Start button > Office 2013 Tools menu)

Excel Tips and Tricks

“I need to share this worksheet but still want to control changes made”

• Protect Worksheet but unlock the cells you allow the other person to edit (format cells)

• Turn on Track Changes and then accept/reject changes



• Custom cell formats• Pivot Table• Quick Analysis


• Keyboard shortcuts to help you get things done faster• Ctrl + Shift + $ Applies the currency number format with two

decimals• Ctrl + Shift + ! Applies the number format with commas and

two decimals

• Ctrl + Shift + & Applies an outside border on your selected cell(s)

Word Tips and Tricks

• Edit a PDF document• Changing the Normal stylesheet• Headers and Footers – auto text and page numbers

Word Tips and Tricks

• Section breaks – think of them as “formatting zones”• Paragraph formatting• Using paragraph styles

Questions?

• Slide deck will be available at www.prophet.ca • Password UserGroup2014

• See Patrick for any Office 365 “how to” questions• See Jon for any Office 365 licensing and options

questions• Have any Office “pain points”? Let us know to give you

solutions in future user groups or training sessions

http://www.prophet.ca/

Tracey Wright Jon Martin Office 365 Tips and Tricks.

Documents

Transcript of Tracey Wright Jon Martin Office 365 Tips and Tricks.