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Microsoft 365 File Controls for Construction Projects

The Microsoft 365 File Controls for Construction Projects training series helps construction professionals organize, share, and control project files across teams and stakeholders. Using Microsoft Teams and SharePoint, you'll learn how to structure Teams, manage file access, enable notifications, and centralize document storage. By the end of the series, you will be able to maintain a secure, efficient file environment that keeps project information accessible, up-to-date, and easy to share with the right people.

This live online series offers 2 four-hour courses. You can take both courses or just the one that meets your needs. Each separate course is delivered in 2 two-hour sessions. A live instructor explains the detailed functions and addresses questions as the class progresses.

Recording: Registrants for a course will receive access to a recording of each session for 7 consecutive days. Access will start the next business day after the session ends.

Microsoft 365 File Controls for Construction Projects I

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4 hour course

Organizing drawings, specs, contracts and all the other files needed on a construction site into one shareable location can seem like an impossible task. Luckily, Microsoft Teams can help you organize users into coherent workgroups and organize a Team-based file and communications structure that all members can access and work within. This course teaches you team organization, file sharing, and update notification processes in the Microsoft 365 Teams environment.

Session 1: Understanding Microsoft Teams

  • Microsoft Teams Explained
  • Integrating Teams with Outlook, Viva Engage, and SharePoint
  • Best Practices for Organizing Teams
  • Understanding Teams and Channels
  • Joining or Creating a Team
  • Adding Users to a Team
  • Understanding Channel Tabs

Session 2: Simple Teams Work Processes

  • Enabling external access to Teams
  • Adding and editing Channel Tabs and Apps
  • Modifying Team Settings
  • Using Team Chat instead of email
  • Working with Files in Teams
  • Working with Team Meetings
  • Video and Audio Meetings
  • Teams Desktop vs. Web Application

Microsoft 365 File Controls for Construction Projects II

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4 hour course

In the construction world, we need to share files with a lot of different people and companies, and it isn’t always feasible to build Teams, send emails, or post to remote sites. Microsoft SharePoint is an ideal storage location for construction document storage and sharing. This course teaches you how to set up and use SharePoint as a primary construction file sharing center with advanced controls and notifications to let you know when changes occur.

Session 1: Understanding SharePoint Online

  • Microsoft SharePoint Online Explained
  • Creating SharePoint Sites
  • Working with Communication Sites
  • Working with Team Sites
  • Working with Notebooks and Recent Files
  • SharePoint Online Document Basics
  • Sync to Local Machines

Session 2: Configuring SharePoint Online

  • Enabling external access to SharePoint
  • Creating and Managing File/Folder Alerts
  • Controlling File/Folder Access and Sharing
  • Adding/Editing Column Properties
  • The Check-Out/Check-In Process
  • Working with Version History
  • Integration with Microsoft Teams
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