SharePoint (Modern Sites) - Open and work on a document Tutorial
Learn how to open and work on documents using SharePoint. This video takes you through the process step-by-step, showing you how to access and edit Word, PowerPoint, and Excel files. Whether you're new to SharePoint or need a refresher, this tutorial has you covered!
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SharePoint (Modern Sites) - Share a document to someone outside of my SharePoint site
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Create and modify a group
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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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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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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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Creating or editing office documents in Engage
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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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Create a SharePoint Lists
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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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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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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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Mailbox Delegation Setup
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Share Your Calendar
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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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The essentials of the Lists interface
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A fully custom list built from scratch
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Instant alerts tailored to your activities
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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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Custom columns to match your needs
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The right column type for each data set
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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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Visualize and group using Copilot in Excel with Python
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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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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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Clear insights through filters and sorting
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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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- Viewed 53 times
-
Simple ways to add data to your list
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- Viewed 50 times
-
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
-
A quick setup with ready-made templates
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- Viewed 55 times
-
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 515 times
Objectifs :
This video aims to guide users on how to effectively use SharePoint for managing documents within a sales department. It covers how to open, edit, and save documents in both online and desktop applications, ensuring users understand the automatic saving feature and how to access different document types.
Chapitres :
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Introduction to SharePoint Document Management
In this section, we will explore how to utilize SharePoint for managing documents in the sales department. Understanding the basics of document handling in SharePoint is essential for efficient workflow. -
Opening Documents in SharePoint
To open documents in SharePoint, simply left-click on the desired file. You can work with various document types, including Word, PowerPoint, and Excel. When you click on a document, it opens in a new online tab, allowing you to edit directly without needing to download it. -
Editing and Saving Documents
While working on a document, any changes you make are saved automatically. There is no need to manually save your work using 'Control + S' or 'Save As.' A cloud symbol indicates that your file is saved, ensuring that every modification is recorded in real-time. -
Closing Documents
Once you finish editing a document, simply close the tab. This process is the same for all document types, including Word, PowerPoint, and Excel. The cloud symbol will confirm that your work has been saved before closing. -
Using Desktop Applications
If you prefer to work in desktop applications, site owners can adjust settings to allow documents to open directly in the desktop app. Alternatively, you can click on the three ellipses next to the document name, select 'Open,' and choose the desktop application option. -
Immersive Reader Feature
The Immersive Reader feature is available for Word documents only. It provides a distraction-free environment for reading and reviewing your document. To access it, ensure you are in the online version of Word. -
Editing Across Devices
Regardless of whether you are using a Windows computer, MacBook, or mobile device, you can access and edit the same documents. All changes will be saved across all platforms, ensuring a seamless experience. -
Conclusion
In summary, SharePoint offers a user-friendly interface for managing documents in a sales department. By understanding how to open, edit, and save documents both online and in desktop applications, users can enhance their productivity and collaboration.
FAQ :
How do I open documents in SharePoint?
You can open documents in SharePoint by left-clicking on the file. This will open the document in a new online tab.
Do I need to save my work in SharePoint?
No, you do not need to manually save your work in SharePoint. All modifications are saved automatically.
Can I work on documents using desktop applications?
Yes, you can work on documents using desktop applications. You can change the default settings to open files directly in the desktop app or use the ellipses menu to select 'Open' and choose the desktop application.
What is the Immersive Reader and how do I use it?
The Immersive Reader is a feature available in Microsoft Word that allows you to read documents without distractions. You can access it from the editing options in Word.
Will my changes be saved if I switch between devices?
Yes, your changes will be saved regardless of whether you are using a phone, Windows computer, or MacBook, as long as you are working on the same document.
Quelques cas d'usages :
Collaborative Document Editing
In a sales department, team members can collaboratively edit a Word document in SharePoint. Each member can add their input in real-time, ensuring that everyone is on the same page without the need for multiple versions of the document.
Creating Presentations
A marketing team can use PowerPoint in SharePoint to create a presentation for an upcoming product launch. Team members can access the presentation from different locations, make edits, and see changes instantly.
Data Analysis and Reporting
An analyst can use Excel in SharePoint to analyze sales data. By working on the document online, they can share insights with the team immediately and ensure that everyone has access to the latest data.
Training and Onboarding
New employees can access training materials stored in SharePoint. They can open and review documents in Word or PowerPoint, ensuring they have the necessary information to get started without needing to download files.
Remote Work Flexibility
Employees working remotely can access and edit documents in SharePoint from any device. This flexibility allows for seamless collaboration and productivity, regardless of location.
Glossaire :
SharePoint
A web-based collaboration platform developed by Microsoft that allows users to store, organize, share, and access information from any device.
Document
A file that contains text, data, or information, which can be created and edited using applications like Word, PowerPoint, or Excel.
Word
Microsoft Word is a word processing application used for creating, editing, and formatting text documents.
PowerPoint
Microsoft PowerPoint is a presentation software used to create slideshows composed of text, images, and other multimedia.
Excel
Microsoft Excel is a spreadsheet application used for data organization, analysis, and visualization through tables and charts.
Online Tab
A browser-based version of an application that allows users to access and edit documents without needing to install the software on their device.
Automatic Saving
A feature that saves changes made to a document automatically, without requiring the user to manually save the file.
Desktop Application
A software application that is installed and runs on a personal computer or laptop, as opposed to being accessed through a web browser.
Immersive Reader
A tool available in Microsoft Word that provides a distraction-free reading experience, allowing users to focus on the text.
Ellipses
A set of three dots (•••) used in user interfaces to indicate that more options are available when clicked.
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