Microsoft 365 Training

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Microsoft 365 has evolved over the years; have you kept up?

With constant updates, new features, and shifting best practices, staying current is essential for maximizing productivity and collaboration. If you're still using it the same way you did years ago, it might be time for a refresh.

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Microsoft 365 is the backbone of every workday, every day, for every employee.

But your employees are only using 10 to 15% of the capabilities.
That means expensive rework and lost productivity.

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Who needs Microsoft 365 training, anyway?

Every user is at a different level, and it’s tough for individuals to assess their skill level accurately. At their last job, what was thought to be an advanced user might find themselves behind in a tech-forward office. We offer customized, objective employee assessments to identify skill deficiencies. Once we know where a user needs help, we can quickly fill in the gaps and speed them up.

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What is Microsoft 365

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Microsoft 365 is a cloud-based collaboration platform with Microsoft applications and other productive services that users can subscribe to based on their needs. Users can access emails, contacts, calendars, and other Office apps like Excel, Word, PowerPoint, Outlook, and OneNote over the internet.

With Microsoft 365 plans, users can install the latest versions of Microsoft applications on multiple devices like PCs, Tablets, Phones, and iPads. Microsoft 365 includes SharePoint Online, which allows creating, sharing, and managing data, users, site pages, and other resources. It also provides customized enterprise search capability, making finding content in electronic form easier across the organization.

Microsoft Office Evolved

Microsoft 365 (formerly Office 365) was introduced in 2014 and changed the world of Microsoft Office. Now that everything is cloud-based, it receives regular feature and functionality updates as opposed to the old lifecycle of updates and new releases every 2 or 3 years. This means your office applications will always be
up-to-date and feature the latest functionality across all
office products.

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What’s included with Microsoft 365?

Diagram showing Microsoft 365 products and services, with categories on the left including Office Applications, Enterprise and Team Collaboration, Search, Mobile Applications, and Emailing and Calendaring; and categories on the right including Business Application Platform, Videos and Presentations, Task and Project Management, Employees, Analytics, and File Storage. The central Microsoft 365 logo connects all categories.

Schedule a free appointment today to explore your team’s training needs and make sure you’re getting the most out of every Microsoft 365 feature.

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New ways of working with
Microsoft applications

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The old saying goes, “You don’t know what you don’t know.” 

This rings true for office applications like Word, Excel, and Outlook. These applications have been around for years and years. Most people use these in some form or another and have developed certain habits over the years. Most of these habits haven’t changed in years, but the software itself improves and updates all the time. Your team needs to be aware of new ways of working with Microsoft applications like word and excel to save time and increase output.

Updates, Updates, and More Updates

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One of the most significant features of deploying Microsoft 365 is that you are always on the latest and greatest version of Microsoft 365. This is very different from when companies would have to purchase new versions every 2 or 3 years, depending on the release cycle.

While having the latest version of Microsoft 365 Applications is excellent, you might now always know what the new features are and how they can impact your organization. In 2019, there were over 30 updates to the Microsoft 365 suite. Some of these updates were minor security updates, while others were full-blown version updates with new features that impact users. Unless your IT team is sending out notices for every update or the look and feel of an application changes dramatically, you might not know what has been updated.

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The Excel & Flourish Process

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Microsoft 365 Training That’s Kinda Fun

Since 2012, we’ve believed that training should be fun to be effective. Capturing attention is the first step, and our playful, informative style sets Excel & Flourish apart from the sea of generic webinars. There’s nothing better than seeing an employee sit back with a smile, knowing they’ll save hours each week thanks to a new method or trick they’ve just learned.

But make no mistake—our training isn’t fluff. We focus on practical, up-to-date content that makes a real difference. Whether online or in person, our live, customized training sessions are designed to engage teams and deliver results. Employees love the experience because their jobs become easier, their days more productive, and they walk away excited to apply their new skills.

We know every company and organization is different. That’s why we provide customized training based on your organization and people.

We start by creating a needs analysis for your team. A needs analysis is essential because it identifies areas we need to focus on for your customized training. We determine who needs training, different departments need training, and goals. After that, we review the results with you and create a comprehensive training plan for your organization.

Then we execute the training plan. Our customized training classes focus on your organization and what your team needs to succeed. We prefer to provide on-site training when available so we can work closely with everyone at the organization. 

We know times have changed, so we do offer virtual training as well. This closely mirrors in-person training by using Microsoft Teams or Zoom. We believe in providing more than just a slide deck to have a real person online with a webcam and so live questions and answers, just like an in-person event.

After the initial training is complete, we give you detailed reporting on the training. We will review:

One Size Does Not Fit All

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Topics Covered

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Question and Answers

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Attendee Lists

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Survey Results

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Additional Feedback if Available

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Next Steps and Recommendations

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Popular Microsoft 365 Topics

Popular Microsoft 365 Topics

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Techniques from David Allen’s Getting Things Done & Inbox Zero

Get to Inbox Zero – Really!

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Learn a daily system to never fall behind again

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Rules, secrets and best practices to make Outlook work for you

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