Microsoft 365 – Tips and Tricks for Businesses

As a business owner, it’s important to focus on efficiency. As a general rule of thumb, you should avoid using tons of apps for different business functions. Instead, you should focus on using one 1 app – or a couple of apps – to take care of everything. Luckily, this can be done through Microsoft 365.

From creating content to tracking your monthly calendar, Microsoft 365 provides businesses with nearly every tool they could possibly need. With this in mind, it’s hardly surprising that Microsoft 365 is used by over 1 million companies worldwide (with over 731,000 of those companies being in the United States alone).

So, if you don’t have one already, it’s highly recommended that you invest in a Microsoft 365 business package for your business.

If you have an existing subscription, here are some tips and tricks (specifically for business owners) that will help you get the most out of your Microsoft 365 experience.

Boost Your Security

When using Microsoft 365, you and your employees will be creating and sharing hundreds of documents. A lot of these documents will more than likely be sensitive (e.g., they will contain important customer data), which is why you need to make them secure. This is why it’s important that you focus on policies and insights to boost your overall security. Start by learning more about Microsoft 365 security.

Use Microsoft Teams

Microsoft Teams is a relatively new feature in the 365 package that was introduced back in 2017.

Generally, most businesses purchase Microsoft 365 to access Word, PowerPoint, and other popular apps – meaning they often forget about Teams.

Teams is an incredibly useful tool for businesses that are big on collaboration. You can:

  • Hold video conferences anytime, anywhere
  • Send chat messages to colleagues and clients
  • Easily share important documents for printing, editing, and proof-reading

Therefore, it’s highly recommended that you get your team up to scratch on how Teams work. This will give your day-to-day collaboration efforts a major boost, as you will be communicating with each other in a modern way.

Try Microsoft Planner

Microsoft Planner enables business managers to create and assign individual tasks to users (with deadline dates attached).

This is made even better due to the fact that members of each group can see this.

For example, you could have a group for your marketing department in which you assign tasks each week that need completing. This is an efficient way to operate, as it removes the need to speak with employees face-to-face or via long emails. Instead, they can check Microsoft Planner to see their delegated tasks and when they need to be completed.

Say bye-bye to miscommunications!

Encourage Employees to Use a Focused Inbox

When all of your employees are set up on Outlook, they should be encouraged to use the focused inbox feature.

This will drastically reduce clutter while ensuring that they deal with important emails faster and more efficiently, as they will be made visible in the ‘Focused’ inbox.

If you have employees who often reply to emails late or are extremely disorganized, this is an excellent way to remove any excuses.

Conclusion

Whether you’re a small, medium, or large-size business, make sure to use these tips and tricks for Microsoft 365. They will transform the way you use the platform and will help you to operate like a modern business.

 

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