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Microsoft 365

Microsoft 365: Tips and Tricks

January 5, 2025
4 min read

Microsoft 365 offers far more than Word, Excel and Outlook. Many features remain unused, although they could significantly ease daily work. Here are our best tips.

Outlook: Increase Email Productivity

1. Focused Inbox

  • Automatic sorting by importance
  • Enable under: Settings → Focused Inbox

2. Quick Steps

  • Perform frequent actions with one click
  • Example: Forward email, categorize and archive

3. Automate Rules

  • Automatically sort and mark emails
  • Move newsletters directly to folders
  • Mark CC emails as low priority

4. Schedule Emails

  • Write emails and send later
  • Right-click on Send → Send Later

Teams: Efficient Collaboration

1. Master Keyboard Shortcuts

  • `Ctrl + E`: Search
  • `Ctrl + .`: Show shortcuts
  • `Ctrl + Shift + M`: Mute
  • `Ctrl + Shift + O`: Camera on/off

2. Use Status Message

  • Out-of-office note directly in status
  • Make availability visible to colleagues

3. Breakout Rooms

  • Split large meetings into small groups
  • Ideal for workshops and brainstorming

4. Loop Components

  • Insert interactive elements in chats
  • Edit together in real-time

SharePoint & OneDrive: Smart File Management

1. Version History

  • Restore previous versions of files
  • Right-click → Version History

2. Offline Access

  • Make important files available offline
  • OneDrive sync with folder synchronization

3. Sharing Links with Expiration

  • Automatically deactivate links
  • Safer for external collaboration

4. Metadata Instead of Folders

  • Use columns for categorization
  • Faster finding through filters

Excel: Power Features

1. Flash Fill

  • Automatically detect patterns
  • `Ctrl + E` after entering the first value

2. Power Query

  • Merge data from different sources
  • Automatic refresh

3. Conditional Formatting

  • Visually highlight important values
  • Traffic light systems for KPIs

4. Pivot Tables

  • Quickly analyze large amounts of data
  • Drill-down for details

Word: Professional Documents

1. Use Styles

  • Consistent design throughout the document
  • Automatically generate table of contents

2. Dictate

  • Enter text by voice
  • Surprisingly good recognition

3. Editor

  • AI-powered writing suggestions
  • Grammar, style and clarity

Hidden Gems

Microsoft To Do

  • Create tasks from Outlook emails
  • My Day for daily planning

Bookings

  • Automate appointment booking for customers
  • Integration with Teams meetings

Forms

  • Create surveys and quizzes
  • Automatic evaluation

Planner

  • Project planning with Kanban boards
  • Integration in Teams

Conclusion

Microsoft 365 is a powerful tool – if used correctly. Even small changes in daily work can save hours per week. Invest time in learning – it's worth it!

Training for Your Team

We offer customized Microsoft 365 training for teams. Contact us for a quote.