Best Practices for Microsoft 365 Collaboration

Jun 5, 2024

Best Practices for Collaborating in Microsoft 365

Save and Share Your Document

  • Save to OneDrive: Back up to the cloud for access anywhere.
  • Immediate Collaboration: Share by typing names/email addresses; file shared instantly.
  • Autosave: Keeps everything saved automatically.

Adding More Collaborators

  • Select Share: Send the document to additional people as needed.
  • Email Notifications: Recipients are notified to join in.

Real-Time Collaboration

  • Presence Indicators: Show where someone is making changes.
  • Simultaneous Editing: See changes as they happen, no need to email copies.

Comments and Feedback

  • Add Comments: Use comments to give feedback or ask questions.
  • @Mentions: Notify specific people with comments; they receive an email notification.
  • Mobile Access: Collaborators can respond via the Outlook mobile app.
  • Review Mode: Switch to suggest changes and add comments.
  • Add Tasks: Assign tasks using comments.

Returning to Your Work

  • office.com: Access work seamlessly.
  • Catch Up: Blue dots and highlighted text show recent changes.
  • Accept/Reject Suggestions: Right-click to manage suggestions.

Document History and Mobile Access

  • Version History: Choose previous versions via document title.
  • Office Mobile App: Make edits and comments on the go.
  • Stay Productive: Continue working with Microsoft 365 from anywhere.

Summary

  • Collaborate Effectively: Microsoft 365 provides tools to work together efficiently.