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!
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