SharePoint (Modern Sites) - Create a SharePoint Lists Tutorial
Discover how to streamline the onboarding process in SharePoint by creating lists. Microsoft List allows you to gather information, store data, and do inventories. Start from a blank list and maximize your sales department's efficiency.
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Join a group
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Creating a group
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Work together on the same document
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Do I share with OneDrive, SharePoint, or TEAMS?
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Restoring an earlier version of your document
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Introducing Office 365 Groups
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Sharing a folder or document with someone outside the company
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Having a conversation within a group
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Creating a personalized permission level
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Targeting content using a specific audience
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Checking the granted shares
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Remove a member from a group
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Understanding the different types and roles of team sites in SharePoint
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Restricting a document to read-only mode (Extract a document)
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Create a meeting in the group calendar
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Creating a permission group
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Import, create, edit and share documents
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Use template to prepare your Agile SCRUM meeting
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How to approve a request
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Back up and saving notes
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Use and create a template
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Access to your recent documents
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How to request an approval
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Use Adobe sign
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Engaging and animating a group
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Create a team using a template
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Edit and enhance messages
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Reply to and react to a Teams conversation in an e-mail
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Share the link to collaborate or duplicate
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Interact in conversations
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Create a team and add members
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Creating or Joining a Team
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Creating and Joining a Meeting
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Manage a meeting
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Create a SharePoint news and send it via mail
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How to add Klaxoon to a current Teams meeting?
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Overview of conversations
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Private and small group chats
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How to integrate Klaxoon directly into a Teams meeting?
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How to start a Teams meeting from Klaxoon?
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Take notes in meetings
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Create a SharePoint site
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File Management
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Interact in a conversation
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Create a document library
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Create a folder or a file in a library
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Collaborate within a conversation with Microsoft Loop
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Create Approval Templates
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Posting in a Channel
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Managing Teams and Channels
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Creating a Channel
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Store files in conversations
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Make a New Approval Request
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Create and publish a SharePoint page
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Copilot in Teams Conversations
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Copilot After Teams Meetings
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Create and Send Signatures with Dedicated Services
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Generate a usage report for my SharePoint site
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Customise my SharePoint site navigation
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Copilot During Teams Meetings
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Work together on the same document
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Customise my site Homepage
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Use version history
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Manage Document Approval
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Set Up Monitoring in a Channel with an RSS Feed
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Enable Klaxoon as an App in Teams
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Open and work on a document
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Manage Storage Spaces on Teams
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Rename and find a document
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Synchronise a SharePoint document library
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Add and Explore Workflows
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Find All Shares from the Same Person
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Make a File Request
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The Bcc Field in Detail
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Create your reservation page for appointment booking (Bookings)
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Share and Collaborate OneDrive
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Add and manage multiple accounts on Outlook
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Send a survey or questionnaire by email
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Create a Meeting Poll
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Create an appointment or meeting
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Send Emails on Behalf of Someone Else
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Use the Meeting Dashboard
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Respond to a meeting
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Share a task list
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Collaborate directly during an event with Microsoft Loop and Outlook
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Manage Teams online meeting options
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Create a collaborative email with Microsoft Loop and Outlook
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Respond to a Meeting Poll
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Prevent transfer for a meeting
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Create a task from a message
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Use the Scheduling Assistant
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Open a Shared Calendar
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Calendar Delegation Setup
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Share a document securely with Outlook
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Use a Shared Mailbox
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Share Your Calendar
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Mailbox Delegation Setup
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Create and Manage Appointments in Delegated Calendars
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View Other Calendars
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Respond to invitations as a delegate
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SharePoint Page Co-Editing: Collaborate in Real Time
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Relevant views to highlight your information
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Mobile access to your lists made simple
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A well-structured form for easy entry
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A quick setup with ready-made templates
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The key reasons to use Microsoft Lists
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Smooth updates and management for any list
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Easy sharing with your team or organization
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A fully custom list built from scratch
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Seamless collaboration inside Microsoft Teams
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Instant alerts tailored to your activities
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The essentials of the Lists interface
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Simple ways to add data to your list
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Excel data turned into a dynamic list
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The right column type for each data set
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Custom columns to match your needs
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Clear insights through filters and sorting
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Send an email with Power Apps and Outlook
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First steps with the patch function
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Create dynamic filters with named formulas
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Define centralized visibility rules
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Dynamic color palette with named formulas
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Introduction to named formulas
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First steps with variables
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Create new entries
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Easily edit your data
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Add a form to your app
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Customize data display
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Prepare your dynamic galleries
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Reusable components
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Structure your layout
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Master containers
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Optimize large data processing
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Galleries : a first look
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Add and manage data sources
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Controls explained and applied
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The Power Apps interface
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Why choose Power Apps?
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Improve a quiz with Copilot
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Sort and project using Copilot in Excel with Python
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Adapt Your Communication
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Adopt good meeting habits with Viva Insights
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Prepare and Run Your Meetings Effectively
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Organize Your Work Environment
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The DESC Method
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Use the Whiteboard Tool
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Use Microsoft Forms to Survey Your Team
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Motivators and Blockers
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The 5 Whys
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Use the F.A.I.R. Method
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Adapt Your Feedback to the Dominant Energy Tendency
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Use the Microsoft 365 Ecosystem
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The Pomodoro Method
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Use Microsoft 365 to Foster Motivation
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Use Planner to Align My Team's Priorities
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Set SMART Goals with Microsoft 365 Tools
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Is a hacker always a cybercriminal?
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Will I know what to do if I get hacked?
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Do I have to be an IT expert to protect myself?
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Do cybercriminals only target large companies?
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Are all files safe as long as I open them with trusted software?
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Is contactless payment safe ?
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Are online payments riskier than in-store ones?
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Is cloud storage less secure than my personal computer?
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Is scanning a QR code always safe?
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Can my mobile apps do anything without my permission?
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Is public Wi-Fi safe if no password is required?
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Is the sender’s email address enough to verify a message?
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Can I safely click a link in a message?
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Does connecting to a well-known website guarantee its safety?
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Am I safe online if I’m careful?
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Does private browsing make me anonymous?
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Are updates useless if everything works fine?
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Is a firewall the same as an antivirus?
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Does my antivirus block all threats?
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Is a free antivirus good enough?
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Is signing in with Google or Facebook a bad idea ?
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Is my password secure if it contains an @ and a number?
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Is a strong password all I need to stay safe?
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Unlock new possibilities with the Mistral Canvas
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Mistral at the service of coding
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Analyze and compare your documents with Mistral
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Generate your images and visuals with Mistral AI
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Use Mistral AI to summarize online information
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Exchange and manage your conversations with Mistral AI
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Explore Mistral AI's generative options
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Set up your Mistral workspace
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Discover Mistral, the French-style AI
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Instant alerts tailored to your activities
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Seamless collaboration inside Microsoft Teams
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Easy sharing with your team or organization
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Relevant views to highlight your information
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- Viewed 61 times
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Clear insights through filters and sorting
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- Viewed 47 times
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A well-structured form for easy entry
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- Viewed 56 times
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The right column type for each data set
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- Viewed 48 times
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Custom columns to match your needs
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Smooth updates and management for any list
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Simple ways to add data to your list
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-
Excel data turned into a dynamic list
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A fully custom list built from scratch
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- Viewed 52 times
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A quick setup with ready-made templates
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- Viewed 55 times
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Mobile access to your lists made simple
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The essentials of the Lists interface
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The key reasons to use Microsoft Lists
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Personality and tone for a believable rendering
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Format and example for optimal results
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The Importance of Context in Your Applications
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Task Accuracy in Prompting
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
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Extract Text from an Image
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Reply to an Email with Copilot
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Create SharePoint Pages with Copilot
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Query an Attached Meeting
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Plan with Copilot
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Share Requests with Your Team
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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- Viewed 514 times
Objectifs :
The objective of this video is to guide new arrivals in the sales department on how to effectively use Microsoft Lists for streamlining the onboarding process. It aims to provide a comprehensive understanding of creating and managing lists to store and track important information.
Chapitres :
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Introduction to Microsoft Lists
In this section, we will explore how Microsoft Lists can enhance the onboarding experience for new employees in the sales department. The goal is to gather as much information as possible to facilitate a smooth transition into the team. -
Creating Your First List
To create your first list, navigate to your SharePoint homepage and click on the 'New' button. Microsoft Lists allows you to create a blank list to track processes, store data, and manage inventories. You can start from scratch or use an existing list as a template. However, be cautious: starting from an existing list will only copy the column structure, not the content. -
Using Excel and Templates
You can also start your list from an Excel file, provided your data is in table format. Additionally, Microsoft offers various templates to simplify the process. For this example, we will use the 'Employee Onboarding' template, which includes essential fields such as work designation, description, completion deadlines, and mentor information. -
Exploring the Employee Onboarding Template
After selecting the 'Employee Onboarding' template, you will see a list that contains crucial information for new hires. This includes the designation of the work, a description, deadlines for completion, and whether the task has been completed. This structured approach helps in tracking the onboarding process effectively. -
Adding New Items to the List
Once the list is created, team members can easily add new items by clicking on 'Add New Item.' This feature allows everyone to contribute to the onboarding process, ensuring that all relevant information is captured and accessible. -
Utilizing Microsoft Lists Functionalities
With your first SharePoint list created, you can now explore various functionalities of Microsoft Lists. This includes different views, grouping by metadata, and other features that enhance data management and accessibility. -
Conclusion
In summary, Microsoft Lists is a powerful tool for streamlining the onboarding process in the sales department. By creating structured lists, new employees can easily access and manage important information, ensuring a smooth transition into their roles.
FAQ :
What is Microsoft List used for?
Microsoft List is used to create and manage lists for various purposes, such as tracking processes, storing data, and managing inventories. It helps streamline workflows and improve organization.
How do I create a list in Microsoft List?
To create a list in Microsoft List, go to your SharePoint homepage, click on the New button, and choose to create a blank list or use a template. You can also start from an existing list or import data from Excel.
Can I copy content from an existing list in Microsoft List?
No, when you start from an existing list in Microsoft List, it will only copy the column structure, not the content of the original list.
What types of templates are available in Microsoft List?
Microsoft List provides various templates for different use cases, including employee onboarding, project management, and inventory tracking, among others.
How can I add new items to my list?
To add new items to your list in Microsoft List, simply click on the 'Add New Item' button and fill in the required information.
Quelques cas d'usages :
Employee Onboarding
Use Microsoft List to create an onboarding checklist for new employees in the sales department. This list can include tasks such as completing training, meeting with mentors, and submitting necessary documents, ensuring a smooth onboarding process.
Inventory Management
Implement Microsoft List to track inventory levels in a retail environment. Users can create a list to monitor stock levels, reorder points, and supplier information, improving inventory management efficiency.
Project Tracking
Utilize Microsoft List to manage project tasks and deadlines. Teams can create a list to assign tasks, set due dates, and track progress, enhancing collaboration and accountability.
Event Planning
Leverage Microsoft List for planning corporate events. Create a list to manage tasks, guest lists, and budgets, ensuring all aspects of the event are organized and tracked effectively.
Glossaire :
Microsoft List
A tool within Microsoft 365 that allows users to create, manage, and share lists for various purposes, such as tracking processes, storing data, and managing inventories.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office, allowing users to create websites for sharing information and managing documents.
Template
A pre-designed format or structure that can be used as a starting point for creating a new document or list, saving time and ensuring consistency.
Table Mode
A format in Excel where data is organized in rows and columns, allowing for easier manipulation and import into other applications like Microsoft List.
Metadata
Data that provides information about other data, such as the author, date created, and other attributes that help categorize and manage the data.
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