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Microsoft 365 Administrator Essentials

This four‐day instructor‐led course provides students with the knowledge and skills necessary to effectively manage a Microsoft Microsoft 365 environment on a day-today basis and incorporates Power User topics.
This course is intended for people responsible for managing an Microsoft 365 subscription. It is assumed that the Microsoft 365 subscription is already in place and any vanity domains added.

Duration 4 days
Group Size Up to 10 people maximum
Prerequisite No prior knowledge of Office365 is necessary but a good level of IT literacy is highly recommended.
Course type Microsoft 365
Training Room Requirements Meeting Room
PC/Laptop with Outlook per user
Remote Training Requirements Sessions will be hosted using either Webex or Microsoft Teams sessions
Attendees must have access to a PC/ Laptop that can access Webex or Microsoft Teams
Note This course should take place before a cutover

Course Content

Upon successful completion, delegates will be able to:

Introduction to Microsoft 365

  • What is Microsoft 365
  • Using Office365 via Web Portal
  • My Profile
  • Install Software and Change Settings

User Management

  • Creating and Managing User Accounts in Office365
  • Creating and Managing User Accounts Using Active Directory Sync
  • Creating and Managing User Accounts via PowerShell

Exchange Online & Outlook

  • Provisioning User Mailboxes
  • Global Directory Management
  • Compliance management
  • Mobile Device settings
  • Protection and spam mail configuration
  • Outlook & Microsoft 365 Mail
  • Using Calendars in the Microsoft 365 world
  • Integration with Teams
  • Attachment or link? – sharing documents
  • Tasks and Flagged Emails
  • Categories
  • Rules (client or web?)
  • Out of Office

SharePoint Online & OneDrive

  • What’s the difference? – Team Sites, Communication Sites, Hub Sites, Groups, Teams
  • Creating and Maintaining Site Collections
  • Managing OneDrive for Business
  • Managing User Profiles
  • What is One Drive for Business?
  • Set up your OneDrive Library on the PC
  • To sync or not to sync?
  • Working with files and OneDrive for Business
  • Document Sharing
    • Collaborative Editing
    • Teams Integration
  • Working with files and SharePoint
    • Check-in and Check-Out explained
    • Navigating a Site
    • Working with Apps
    • Sort & Filter
    • Versions
    • Approval
    • Microsoft Office Integration
  • Document Libraries
    • Create a Document Library
    • Modify Settings and Library Policies
    • Create Columns
    • Modify Views
    • Create Views
    • Document Content Types
    • Approval Workflow
  • Lists
    • Modern Lists vs Classic Lists
    • Create a List
    • Modify Settings and List Policies
    • Create Columns
    • Modify Views
    • Create Views
  • Pages
    • Create and Modify a Web Part Page
    • Create and Modify a Wiki Page
    • Create and Modify a Site Page
    • Working with Pages in a Communication Site
    • Site Assets
  • Site Settings
    • Customise Site Navigation
    • Permissions
  • Reusable Content
    • Site Columns
    • Site Content Types
  • Creating Sites
    • When & Where to create a Site
    • Creating a Site
    • Site Templates (incl Groups/Teams/HubSites)
    •  Site Themes
    • Deleting Sites
    • Apps & the App Marketplace

Microsoft Teams

  • User Configuration
  • External Communication
  • Presence
  • Calls, chats and meetings
  • Desktop sharing
  • Creating a Team
  • Chat and Channels
  • Files and SharePoint
  • Adding Tabs
  • Relationship between Teams & SharePoint


  • Using the reports in the Microsoft 365 Admin Dashboard

Mobile Apps & Other Features

  • Overview the other features and settings
  • Mobile Apps

An Introduction to the Security & Compliance Center

  • Accessing the Security & Compliance Center
  • The Audit Log
  • Setting Alerts

Getting Support

  • Using Help
  • Submitting a Support Request

NOTES: Office365 is an evergreen landscape and the course delivery will reflect the most current updates. Feature availability within individual organisations Office365 environment is dependant on the licences purchased and assigned to users.

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