SharePoint 365 User: Integrate with Microsoft Office
SharePoint 365 Site User - Integration with Microsoft Office
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Included with any Intellezy plan.
Course description
This course explores how SharePoint 365 integrates with Microsoft Office apps to improve file access, collaboration, and storage across the organization. You’ll see how SharePoint connects with Word, Excel, PowerPoint, and OneDrive so files open and save directly from these apps without manual uploads. Lessons explain how Microsoft Teams relies on SharePoint for file management, and how channel files map to SharePoint document libraries. Participants practice moving between Teams and SharePoint, editing in the browser or desktop apps, and identifying where files are stored. The course demonstrates saving new Office documents to SharePoint or OneDrive by selecting sites, finding libraries, completing required metadata, and managing versions. You’ll also explore OneDrive for Business sync to make SharePoint libraries available locally for offline work with automatic updates when you reconnect—useful for file types not editable in SharePoint, such as Adobe or specialized design files. The course further examines Teams and SharePoint integration by opening channel files in SharePoint, adding SharePoint lists or libraries as Teams tabs, and understanding how permissions align between the platforms. Finally, learners review co-authoring, real-time presence, resolving sync conflicts, when to check out for exclusive control, using version history to restore prior edits, and following sites for quick access.
What you’ll learn
- Understand the fundamentals of SharePoint 365 Site User - Integration with Microsoft Office
- Work confidently with the core tools and features
- Build toward beginner-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
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Related courses
SharePoint 365 Site User - Calendar, Gallery and Board Views
SharePoint 365 Site User - Create, Modify and Format Views
SharePoint 365 - Working With Pages
SharePoint 365 - Overview of Sites and Libraries
SharePoint 365 - Optimizing SharePoint
SharePoint 365 - Moving, Viewing, and Editing Files
SharePoint 365 - Creating and Working with Lists
SharePoint 365 - Modifying the List Form and Working with Views
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