- Microsoft 365 To Do
- Microsoft 365 To Do Tasks
- How To Use Microsoft 365 To Do
- Microsoft 365 Download After Purchase
Office and Microsoft 365 come with a full list of tools that will make you and your colleagues more productive! Because you’ve been using Office applications for many years, it’s easy to stick to the same old habits. For example, you’ve probably memorized all kinds of keyboard shortcuts. Once you’ve adapted to a changed interface, you’ll want to use your favorite application in the same familiar way.
Well, you may be missing new features that can revolutionize the way you work! Microsoft wants businesses to increase productivity with its products and they keep pushing collaboration to another level.
Check out our Partner Guide to learn how Sherweb can help your business grow
Are you a big fan of Word, Excel, PowerPoint, OneNote, Publisher or Outlook? Do you often use Skype for Business, and OneDrive or SharePoint? Check out these cool new features!
1. Real-time co-authoring (Word, Excel, PowerPoint)
Collaborate online and see each other’s changes as they happen with real-time coauthoring in Word. Save your file to OneDrive or SharePoint so others can work on it with you. You can share it directly from the application, thanks to the integrated sidebar.
- To-Do is a task management app that helps you organize your day. It has an innovative 'My Day' feature that lets you plan every day from scratch by pulling i.
- Shared to do lists help keep you connected with friends, family and colleagues. Make managing tasks easier Break tasks down into simple steps, add due dates, and set reminders for your daily checklist to keep you on track. Ready to get more done in Microsoft 365?
- Select + New Planand Add to an existing Office 365 Group. Or, if your organization allows you to, create a new group: Select + New Plan, enter a Plan name, select Create plan, and then select Members. Organize your team’s work.
- Microsoft To Do.
2. Chat with co-workers in Office apps
Have you heard about Microsoft Teams in-app integrations in Office 365 and Microsoft 365? Use these features to chat, share screens and have audio or video conversations with your colleagues. And you don’t even have to leave the application you’re working in! Even when you do close the application, you can continue the conversation via Teams on your desktop or phone, and keep talking to the team as they edit.
3. Inserting links to stored files instead of sending entire files to co-workers
Microsoft To Do app integrates with Teams Now, the To Do app works right inside Teams and provides the same items as the mobile app. Click on the three dots in the main menu (left side vertical) in Teams and choose To Do. Cortana Daily Briefing – add tasks One recent but extremely intelligent feature is Cortana Daily Briefing.
Forget about email attachments. Sharing a document for co-authoring is easy!
Upload your file to Office and Microsoft 365’s cloud storage. Write an email using Outlook (or Outlook Web App). Instead of attaching a file, insert the link to the file on your cloud. Outlook will automatically grant edit permission to the people you are emailing. You can change the permissions anytime you want.
4. Turning OneNote items into Outlook calendar events
Convert notes to tasks inside your calendar and assign them to colleagues with reminders and deadlines. Send meeting minutes taken in OneNote by email and automatically add details (date, location, attendees,…) for each meeting they’re related to.
5. Using your mouse as a laser pointer for better PowerPoint presentations
Use a simple keyboard shortcut (Ctrl+P) to turn your mouse into a laser pointer during your PowerPoint presentations. You can also use the Presenter Mode commands. This feature has been part of PowerPoint for years, but was recently integrated for touch-screen devices. If you hold your finger or stylus down on the device, the red button fake laser pointer will appear.
6. Power Map in Excel: Turning data into a map
Power Map is part of the powerful and interactive data visualization features in Excel, which are enhanced with Power BI, the solution for analyzing, visualizing and sharing data insights. You can turn rows of data into a 3D interactive map with Power Map, which includes the ability to filter data using three different filters: List, Range, or Advanced.
7. Editing and converting to PDF made easy
Finished editing your document, spreadsheet, presentation or publication? Converting it to a PDF is made simple with the Save as PDF integrated feature. If you want to edit a PDF, you can convert it into a Word document without the formatting issues that come with copy-pasting or editing.
8. Resume reading your Word documents
The Resume Reading feature in Word allows you to pick up where you left off, even on different devices! Word automatically bookmarks the last page you were reading!
9. 50GB of email storage
Each user gets 50GB of storage with Exchange Online for email, calendar, tasks, notes, contacts and attachments. You can save more space in your mailbox by using the OneDrive cloud storage to share attachments.
10. Retrieving the right version of a document
Version control has been improved with Office and Microsoft 365 co-authoring. You can see which changes were made, by whom and when. You can also revert back to a previous version of the file if necessary.
11. Reply in-line to email without opening it
Enable the Reading Pane in Outlook to reply to email without even opening it. The Reading Pane will allow you to preview the email content, hit Reply and send your response, in the same main Outlook window. Combine this feature with the Conversations View and you’ll see at a glance if you’ve already replied to an email. You won’t have to open different windows for each message.
12. Working offline and uploading changes later
Your OneDrive storage is synced to your device, so you can choose to work offline on files. As soon as you reconnect to Internet, the new versions will be automatically uploaded to your storage. The new version will also be sent to any other connected device.
13. Working anywhere from any device
You get the Office Web Apps with your Office or Microsoft 365 subscription, so you can work on your cloud files from any up-to-date Web browser on an Internet-connected computer. You don’t have to install the Office software on the computer.
You also get access to Office Mobile Apps so you can use Word, Excel, PowerPoint, Outlook and OneDrive directly from your smartphone or tablet while you’re on the move! Download them from your Android or iOS device store.
14. Office Planner to help organize your team’s workflow
Microsoft Planner will help you and your colleagues plan workflows and organize collaboration. Use this project management tool to create plans, organize and assign tasks, share files, set due dates and provide status updates. All this work is done with through email notifications and visual dashboards.
15. Intelligent email inbox that can de-clutter itself
Microsoft’s Clutter feature will use your mailbox rules to automatically organize your email so high-priority messages are visible first. Other email will be moved to the Clutter folder so you can view it later.
[SEMINAR] Tap into the true Microsoft 365 earning potential
*This article was updated March 8, 2020.
-->Microsoft 365 or Office 365 subscription comes with a set of admin roles that you can assign to users in your organization using the Microsoft 365 admin center. Each admin role maps to common business functions and gives people in your organization permissions to do specific tasks in the admin centers.
The Microsoft 365 admin center lets you manage Azure AD roles and Microsoft Intune roles. However, these roles are a subset of the roles available in the Azure AD portal and the Intune admin center.
Before you begin
Looking for the full list of detailed Azure AD role descriptions you can manage in the Microsoft 365 admin center? Check out Administrator role permissions in Azure Active Directory. Administrator role permissions in Azure Active Directory.
Looking for the full list of detailed Intune role descriptions you can manage in the Microsoft 365 admin center? Check out Role-based access control (RBAC) with Microsoft Intune.
Microsoft 365 To Do
For more information on assigning roles in the Microsoft 365 admin center, see Assign admin roles.
Watch: What is an admin?
Security guidelines for assigning roles
Because admins have access to sensitive data and files, we recommend that you follow these guidelines to keep your organization's data more secure.
| Recommendation | Why is this important? |
|---|---|
| Have 2 to 4 global admins | Because only another global admin can reset a global admin's password, we recommend that you have at least 2 global admins in your organization in case of account lockout. But the global admin has almost unlimited access to your org's settings and most of the data, so we also recommend that you don't have more than 4 global admins because that's a security threat. |
| Assign the least permissive role | Assigning the least permissive role means giving admins only the access they need to get the job done. For example, if you want someone to reset employee passwords you shouldn't assign the unlimited global admin role, you should assign a limited admin role, like Password admin or Helpdesk admin. This will help keep your data secure. |
| Require multi-factor authentication for admins | It's actually a good idea to require MFA for all of your users, but admins should definitely be required to use MFA to sign in. MFA makes users enter a second method of identification to verify they are who they say they are. Admins can have access to a lot of customer and employee data and if you require MFA, even if the admin's password gets compromised, the password is useless without the second form of identification. When you turn on MFA, the next time the user signs in, they'll need to provide an alternate email address and phone number for account recovery. Set up multi-factor authentication |
If you get a message in the admin center telling you that you don't have permissions to edit a setting or page, it's because you are assigned a role that doesn't have that permission.
Commonly used Microsoft 365 admin center roles
In the Microsoft 365 admin center, you can go to Roles, and then select any role to open its detail pane. Select the Permissions tab to view the detailed list of what admins assigned that role have permissions to do. Select the Assigned or Assigned admins tab to add users to roles.
You'll probably only need to assign the following roles in your organization. By default, we first show roles that most organizations use. If you can't find a role, go to the bottom of the list and select Show all by Category. (For detailed information, including the cmdlets associated with a role, see Administrator role permissions in Azure Active Directory.)
Microsoft 365 To Do Tasks
| Admin role | Who should be assigned this role? |
|---|---|
| Billing admin | Assign the Billing admin role to users who make purchases, manage subscriptions and service requests, and monitor service health. Billing admins also can: - Manage all aspects of billing - Create and manage support tickets in the Azure portal |
| Exchange admin | Assign the Exchange admin role to users who need to view and manage your user's email mailboxes, Microsoft 365 groups, and Exchange Online. Exchange admins can also: - Recover deleted items in a user's mailbox - Set up 'Send As' and 'Send on behalf' delegates |
| Global admin | Assign the Global admin role to users who need global access to most management features and data across Microsoft online services. Giving too many users global access is a security risk and we recommend that you have between 2 and 4 Global admins. Only global admins can: - Reset passwords for all users - Add and manage domains Note: The person who signed up for Microsoft online services automatically becomes a Global admin. |
| Global reader | Assign the global reader role to users who need to view admin features and settings in admin centers that the global admin can view. The global reader admin can't edit any settings. |
| Groups admin | Assign the groups admin role to users who need to manage all groups settings across admin centers, including the Microsoft 365 admin center and Azure Active Directory portal. Groups admins can: - Create, edit, delete, and restore Microsoft 365 groups - Create and update group creation, expiration, and naming policies - Create, edit, delete, and restore Azure Active Directory security groups |
| Helpdesk admin | Assign the Helpdesk admin role to users who need to do the following: - Reset passwords - Force users to sign out - Manage service requests - Monitor service health Note: The Helpdesk admin can only help non-admin users and users assigned these roles: Directory reader, Guest inviter, Helpdesk admin, Message center reader, and Reports reader. |
| License admin | Assign the License admin role to users who need to assign and remove licenses from users and edit their usage location. License admins also can: - Reprocess license assignments for group-based licensing - Assign product licenses to groups for group-based licensing |
| Office Apps admin | Assign the Office Apps admin role to users who need to do the following: - Use the Office cloud policy service to create and manage cloud-based policies for Office - Create and manage service requests - Manage the What's New content that users see in their Office apps - Monitor service health |
| Password admin | Assign the Password admin role to a user who needs to reset passwords for non-administrators and Password Administrators. |
| Service support admin | Assign the Service Support admin role as an additional role to admins or users need to do the following in addition to their usual admin role: - Open and manage service requests - View and share message center posts - Monitor service health |
| SharePoint admin | Assign the SharePoint admin role to users who need to access and manage the SharePoint Online admin center. SharePoint admins can also: - Create and delete sites - Manage site collections and global SharePoint settings |
| Teams service admin | Assign the Teams service admin role to users who need to access and manage the Teams admin center. Teams service admins can also: - Manage meetings - Manage conference bridges - Manage all org-wide settings, including federation, teams upgrade, and teams client settings |
| User admin | Assign the User admin role to users who need to do the following for all users: - Add users and groups - Assign licenses - Manage most users properties - Create and manage user views - Update password expiration policies - Manage service requests - Monitor service health The user admin can also do the following actions for users who aren't admins and for users assigned the following roles: Directory reader, Guest inviter, Helpdesk admin, Message center reader, Reports reader: - Manage usernames - Delete and restore users - Reset passwords - Force users to sign out - Update (FIDO) device keys |
Delegated administration for Microsoft Partners
If you're working with a Microsoft partner, you can assign them admin roles. They, in turn, can assign users in your company, or their company, admin roles. You might want them to do this, for example, if they are setting up and managing your online organization for you.
A partner can assign these roles:
Admin Agent Privileges equivalent to a global admin, with the exception of managing multi-factor authentication through the Partner Center.
Helpdesk Agent Privileges equivalent to a helpdesk admin.
How To Use Microsoft 365 To Do
Before the partner can assign these roles to users, you must add the partner as a delegated admin to your account. This process is initiated by an authorized partner. The partner sends you an email to ask you if you want to give them permission to act as a delegated admin. For instructions, see Authorize or remove partner relationships.
Microsoft 365 Download After Purchase
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