Getting Started

Microsoft 365 Overview

Learn to understand the relationship between apps, cloud storage and collaboration and choose an appropriate app for a workplace task in this beginner-friendly Microsoft 365 lesson.

Adult learner using Microsoft 365-style productivity tools across laptop, tablet and phone

Microsoft 365 Overview in practice

understand the relationship between apps, cloud storage and collaboration. Use the visual as a discussion prompt, then complete the guided activity below.

Learning outcomes

  • Explain how to understand the relationship between apps, cloud storage and collaboration.
  • Complete the guided practice safely.
  • Check that you can choose an appropriate app for a workplace task.

Step-by-step instructions

  1. Open Microsoft365.com or the Microsoft 365 Copilot app and confirm you are using the intended account.
  2. Map email, documents, meetings, files and tasks to Microsoft 365 services.
  3. Pause and check permissions, filenames, recipients, dates or settings that affect the task.
  4. Test the result: choose an appropriate app for a workplace task.
  5. Confirm the account, app and storage location you used, then note any difference from the screenshots or labels described.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.

Practical activity

Map email, documents, meetings, files and tasks to Microsoft 365 services. Your expected result is to choose an appropriate app for a workplace task.

Good-practice checklist