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Work Smarter, Not Harder

Utilize Microsoft 365 to the fullest

Want to customize your Microsoft Office 365? Considering migrating to O365? Looking to optimize your current setup? This package is for you!

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Get the most out of Office 365

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Knowledge is power

Most Microsoft subscribers are only using a small portion of the tools that they have paid for. Take the time to learn and customize Office 365 to your specific needs. 

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collaboration = success

Remote collaboration has become essential to scale & grow. Leverage Microsoft platforms to help your business succeed wherever you are located.

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Stay compliant and Secure

Don’t be careless with your data. By setting up security policies, private channels, and user roles, you can ensure your information is only seen by those that need access. 

What’s included in Our Microsoft Office training?

1

Admin Overview

Overview of admin centers

Choosing the right O365 license(s)

Setting up a privacy policy

Using email aliases

Using other domains

Restrictions on sharing files

Creating distribution lists

Creating shared mailboxes

2

Teams + Sharepoint Overview

Using Teams and channels

Industry-specific suggestions

Setting up roles and permissions

Setting up lists

Overview of integrations 

Setting up Teams Connect 

Moving Teams channels

Overview of Microsoft mobile apps

3

Managing Files

Sending files securely

Securely receiving files from clients

Syncing files to OneDrive

Accessing files from anywhere

Reviewing revision history 

Requesting files

Restoring deleted files

Organizing files effectively

make changes in real-time

Do you want to set up access restrictions? Looking to move channels around?

As we go through the training, we can use your O365 environment. This means you can make changes to your environment in real-time with a certified Microsoft Partner.

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Don’t leave money on the table

Are you still paying for Zoom or Dropbox? With Office 365, SharePoint and video chats are included! 

You would be shocked at how many features are included in Office 365. Most users only use a small percentage of the tools. Don’t be that user!

One size doesn’t fit all

Learn how to customize Office 365 to your specific needs. Walk away with industry tips and hacks you always wanted but never knew how to find.

Work with a tech firm that understands your industry. Our area of expertise is with professional service firms, including law firms, regional banks, and financial advisory firms.

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want to learn more about how we can help you?

Case Study

Restructuring Teams to mirror Diamond Teams®

Industry
Financial Advisory Firm
Location
California
COMPANY SIZE
7 employees
  • Mapped out new structure
  • Created private channels
  • Securely moved 1,000 docs
  • Migrated old chats
  • Created roles and limited access

Loved by our clients

what they’re saying

“
A great experience
all around!
 
AT Law Group
“
Everything got so
much faster and smoother!
South Bay Financial Partners
“
RooksDM was excellent at helping streamline our systems!
 
FLIP LAW


Daleele Alison

Chat with Daleele

Interested in learning from a certified Microsoft Partner? Contact us today.