Using Microsoft 365 as an Account Manager… Top 5 Features.
I started working at AMT Evolve 14 months ago, until then I thought Office, or as it’s now known, Microsoft 365 was just Outlook, Word, Excel etc. I had never come across the wonders of SharePoint, or Teams (or any of the other awesome apps) and boy, it changed my life! In no particular order, I would like to list my top 5 favourite features of Microsoft 365.
FEATURE 1 – COLLABORATION
Have you ever tried to work on a document when someone else is already in it and editing it? Nightmare right! With Microsoft 365, you can have as many people as you need editing a document at the same time. Often I work on large proposals, for example our Hub Intranet offering and my boss will be making changes as well. It is cool because we can both be editing different sections of the document at the same time.
FEATURE 2 – SEARCH AND METADATA
When working with file shares, often finding the document or file you want within the masses of folders can be a nightmare. I mean, do you actually like file servers and folders? They are so 2 years ago!
In SharePoint, you can easily search for documents both by title, author as well as any content in the document itself. Finding the item you need has never been easier, and you can complete things so much faster as you no longer need to spend 10 minutes locating the right document. When I look for marketing materials, I used to spend a fair amount of time annoying people asking where certain files were stored. Now, I can just search across SharePoint and it will locate the relevant documentation!
FEATURE 3 – VERSION CONTROL
Final_accounts_2020_finalv2final. Look familiar?
Spending so much time working out which is the final document, which one is the pre checked final document etc? What a nightmare!!
Version control in SharePoint means there is one document, many versions with in it, you can make changes, roll back, sign things off and it is SO easy to know what’s what. I don’t know about you, but I often make mistakes where I need to roll back a version, or forget to save something. Here everything automatically saves and I can revert to an old version at the click of a couple of buttons.
FEATURE 4 – TEAMS TEAMS TEAMS!!
Oh MY. If you don’t work alone, Teams is a MUST.
You can chat, send GIFS (SO important), co author on documents and much more.
All the Microsoft 365 applications pull into Teams, it really is the hub for all communication. It has reduced all our internal emails as you can create teams for every requirement whether that be a marketing team where marketing documents are stored and you can chat about new marketing strategies. Or various project teams where we discuss project work and share reports etc.
All of our communication is stored in a logical place. I am no longer having to search through long email trails to locate what I need to find.
The conference call feature in Teams is incredible as well. Especially through this crazy Coronavirus time. We hold all of our meetings both internal and external on Teams. We create meeting notes whilst the meeting is going on, share with all the participants after the meeting etc. The options are endless here! Teams does have to be the application I use the most and honestly could not work without it.
FEATURE 5 – REMOTE WORKING
When set up correctly, working away from the office is SO easy.
VPN’s are so old now, they are complex, often don’t work when you want them to and you spend so much time trying to get logged into something than you do actually doing the work you wanted to do in the first place! I spend (usually) a lot of time travelling, especially on the train to London. It is so straight forward for me to log in to my Surface, load a document, spreadsheet etc that I was working on before. All I need is an internet connection!
Once I have logged into M365, I am able to access all the files I need, work as if I was in the office.
In fact, I can make the office wherever I want it to be!
My favourite offices do have to be split between Costa, Starbucks and Pret. You can hold meetings via Teams, collaborate on that important proposal real time with colleagues wherever they are and you are no longer restricted by dodgy VPN’s, the lack of a virtual machine etc. What’s more, is it is as secure as you could ever want!
Those are my top 5 features within Microsoft 365. I would love to hear yours!