Training: Office basics

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Let's start this course with a quick overview of the basics of Office. Once you have logged in to the Office 365 portal, you will be presented with this screen. It looks worse than it really is. In the center of the screen we have all the apps that are included in our subscription. Below that as we scroll down, we'll have a list of files that were recently accessed. This makes it really easy to quickly open up a file that you were last working on. The checkerboard up to the far left is called the app launcher, and from here you can go ahead and launch any of your online applications.

Now, let's go ahead and explore some of the common elements of our online applications. Word is a great app to do this with, so we'll go ahead and launch Word, and you'll notice that this is Word Online. We have the option to open up a recent document, and you'll find those in a list to the left-hand side, or we can create a brand new document or use a template. Let's go ahead and use a template. This is a very simple template to get us started. The first thing we need to do is provide a title for our list.

I'm going to go ahead and change our bullet style to a numbered style, there we are. I simply did that, and of course you would change up the text as you go. Now let's go ahead and add an image to our document, and we can do so using the Insert toolbar along our ribbon along the top. I'm going to go ahead and insert a picture. We're going to go ahead and choose a file. Then we simply added in a picture.

One last thing I want to do before I share this out is actually change up the font on our Office Basics. I'm going to go back up to the ribbon, back up to Home, and here I'll find under Font, Font Color options. I'm going to do it in red, perfect. We can also share out our document. To do so, just click on Share, and we can now invite our coworkers, and as you'll notice we can actually restrict the access that they have to our document. We can allow them to edit or only view the document. I'm going to go ahead and share this with Leslie, who happens to be a coworker within our company.

I can include a personal message if I'd like to do so. Once I'm happy I can go ahead and click Share. As I have clicked through the ribbon you may have noticed other features, but what if you don't remember where everything is, or need a hand performing a specific action? Then you can use the Tell me what to do feature. For example, what if you wanted to add a table into your document, but you can't remember where it is in the ribbon. You can go ahead and start typing it in, or take a look at the first couple of suggestions.

Your answer might be right there for you already, so I can click on Add a Table, and now this will step me through all the steps that are required to add a table. I can go ahead, Insert Table, select my table size, click, and there it is. So far we have very quickly covered off features that we can do when working in a document. Now let's quickly look at things we can do to the document. I like to think of this as the management of the document. And typically you'll find most of the management tools for a document in the File tab.

When you click on the File tab this opens up what is called the Backstage view, and here we can go ahead and open additional documents, we can Save As, Print, Share again, About our document, some additional Help. Let's go ahead and click on Print. If I wanted to print the document I could go ahead and do so from here. I don't have a printer hooked up to this system. Therefore I'm unable to print. Let's go ahead and do a Save As. There's something I want you to watch for as I go to Save As a copy of my file. I have Save As here, but you'll notice up here I have Document2.

If I click on Save As, I'm going to provide a name. I'm going to go ahead, click on Save and it is saving, and you will now notice that Document2 also changed to Office Basics. I could also change that right from here instead of going into File and Save As. We'll add Rev2 and it's saving it. In this demo we used Word Online, and keep in mind there will be some differences between the online version and the desktop versions of these applications.

But just remember, you can always use the Tell me what to do to get help. For more information about the Office applications and Office 365, please refer to the Office Training Center.

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For businesses with 150+ licenses Request Office 365 onboarding assistance from FastTrack

You can request remote and personalized assistance with onboarding. Our FastTrack engineers will help you plan your Office 365 project, assess your technical environment, provide remediation guidance, and provide user adoption assistance. For businesses with at least 500 licenses, Microsoft also provides personalized assistance to migrate data to Office 365.

See the FastTrack Center Video:

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Tip: Businesses with 1-149 licenses still have access to FastTrack guidance via links in the Admin Center and also available at

Transitioning your company to Office 365? This course provides Level 1 IT administrators with an overview of the most common end-user support requests related to Office 365. Get a quick recap of Office basics, including the features of Word, Excel, PowerPoint, Outlook, Skype, OneDrive, SharePoint, OneNote, Access, Delve, Yammer, Publisher, Sway, and Power BI. Find out how to troubleshoot common account and permissions issues and repair broken apps. Plus, learn how to make sure files are synced correctly between a user's desktop and the cloud. Microsoft solutions expert Sharon Bennett will make sure you have the answers to your users' most frequent questions—before they even ask.

Topics include:

  • Training users

  • Troubleshooting account and startup issues

  • Repairing Office apps

  • Working with Word, PowerPoint, Excel, Outlook, Visio, and OneNote

  • Communicating with Skype and Yammer

  • Using OneDrive and SharePoint

  • Fixing file synchronization issues

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