10 Helpful Tips for Making the Most of Office 365

Melinda Schultz's avatar
posted by
 
10/29/2015
 
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Office 365 is a little unusual in that it is cloud software and you install it on your PC, to give you the best of all worlds. Then what is great is that Microsoft automatically adds new features that you will get to use too. Once you get this new software, you don’t always know about all the helpful tips for making the most of it. Here are some great tips to get the most out of Office 365.

1) Multiple people can edit the same document at once. Which is really helpful for teams working on a project

2) Skype with co-workers while working on a document. So if you have a question, why wait, just ask a colleague through Skype and finish your project.

3) You can link files not just attach them. If your company uses a business edition of Office 365. Just upload your file to Office 365's cloud storage. Fire up the cloud version of Outlook and, instead of attaching a file, link to the file on your cloud.

4) Turn notes into calendar items. You can use Microsoft's note-taking tool, OneNote, inside of Microsoft Outlook. So, if you write a to-do list in OneNote, you can easily convert them into tasks with deadlines and reminders on your calendar.

5) Teach your inbox to de-clutter itself. Clutter takes any and all rules you have set up for you inbox and uses them to clean up your mail. You can train it too, by marking messages as clutter.

6) Add a signature to an email. A free electronic signature tool DocuSign is available. The app walks you through electronically signing and emailing a document and can help gather signatures from others.

7) Excel charts, graphs, pivot tables made easy. Microsoft has collected all the ways you can format your data into a feature called "Quick Analysis." Select the cells, fire up the Quick Analysis tool and click through your options for visually presenting the material: charts, totals, tables and sparklines for your reports.

8) Let Excel reformat your data. With Flash Fill, Excel sees what you are doing and does the rest of it for you. For example, say you are changing the formatting of a list of people's names from spread across two columns (first name, last name) into a single column. When you type the second reformatted name, Excel displays the whole list, reformatted.

9) Edit a PDF file. If someone sends you a PDF that you'd like to convert into a Word document to edit, you can. Just open it and respond "OK" when it asks you if you would like to convert the PDF. This will prevent the formatting problems associated with editing or copying and pasting from the PDF.

10) Ignore reply-all conversations. This is called the "Ignore" button. It is not a new feature, but helpful none the less.

For all your Office 365 questions, please contact us today.

Confident business woman

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