Our Microsoft 365 Essentials course is designed for beginners or organisations new to Microsoft 365. Over one day, participants will gain the core skills to improve productivity, communication, and file management using the Microsoft 365 suite.
Through hands-on activities, you’ll learn how to work confidently with Teams, Outlook, OneDrive, and SharePoint, while exploring productivity apps like Forms, Planner, OneNote, and Loop. The course also includes practical exercises with Copilot Chat, Microsoft’s AI assistant, showing you how to draft emails, summarise documents, and streamline tasks.
By the end of this Microsoft 365 Essentials training, participants will be able to:
No prior knowledge required. This Microsoft 365 Essentials training course is suitable for beginners or post-implementation training.
Introduction to Microsoft 365
Signing in and navigating office.com
Exploring the homepage: search, app catalogue, user settings, Copilot Chat
Pinning frequently used apps
Benefits of secure cloud file storage
Collaboration with Microsoft Teams
Understanding Teams, Channels, and Chats
Creating teams and adding members
Sensitivity labels and role assignments
Scheduling meetings and using meeting tools (chat, reactions, notes, Copilot, sharing)
Mock meetings and role-play exercises
Communication with Outlook
Inbox and interface walkthrough
Email management: rules, quick steps, workspace organisation
Calendar: scheduling and tracking meetings, tasks, and reminders
Flagging important emails and integrating with Planner
File Management & Sharing
Uploading, creating, and organising files in OneDrive
Setting up folders and naming conventions
Applying filters and file management best practices
SharePoint basics: navigation, libraries, permissions
Securely sharing files and restoring previous versions
Productivity Tools in Microsoft 365
Creating and sharing forms with Microsoft Forms
Setting up and using OneNote notebooks, sections, and pages
Creating and tracking tasks in Planner: assignments, labels, due dates
Introduction to Loop for real-time collaboration
Syncing notes and tasks across apps
Copilot Chat (AI Assistance)
Introduction to Copilot Chat and licence types
Effective prompting: goals, context, expectations
Exercises: drafting emails, summarising documents, listing project risks
Recognising limitations and verifying AI outputs
Wrap Up & Assessment
Review of key concepts from each module
Group challenges and troubleshooting
Scenario-based quizzes
Further resources for continued learning
What is Microsoft 365?
Microsoft 365 is Microsoft’s cloud-based suite of productivity tools designed to help professionals work smarter and collaborate more effectively. It includes the well-known Office apps of Excel, Word and PowerPoint, as well as collaboration and productivity tools such as Teams, Planner, SharePoint Online, Power Automate and Copilot. These cloud-based apps allow users to access files and content securely from anywhere, enabling real time collaboration and improved productivity in the workplace.
Will the content in the Microsoft 365 Essentials course be relevant for the workplace?
Yes. Our Microsoft 365 Essentials course is designed with real workplace use in mind. Delivered by industry-experienced trainers, the course focuses on practical skills you can apply immediately to improve communication, collaboration and efficiency.
Can I complete the Microsoft 365 Essentials course from home?
Public Courses can be attended face to face or remotely. Book as normal and you will receive login details the evening before your course. Our live online Microsoft 365 Essentials training provides the same interactive experience as the classroom, with opportunities to ask questions, join discussions and share your screen with the trainer.
What is Remote Training?
Remote training means our trainers deliver your course virtually through video conferencing. You will have the same access to the trainer as you would in class, including the ability to ask questions, join discussions and receive hands on support. Remote training provides flexibility while keeping the same level of quality and interaction as classroom training.
I previously attended a course with Excel Consulting. Will the training be similar?
Yes. Nexacu was formerly known as Excel Consulting before rebranding in 2019. While our name has changed, we continue to deliver high quality training with the same experienced trainers, updating content to match modern workplace needs.
What is the difference between Microsoft 365 and Office 365?
Microsoft 365 is the updated version of Office 365. The core apps Excel, Word and PowerPoint remain, but Microsoft 365 also includes additional tools such as Teams, OneDrive, Planner, Forms, SharePoint Online, Power Automate and the AI powered Copilot.
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