Mastering Microsoft 365 Email and Document Management
Like millions of small businesses around the world, Eclipse Consulting extensively relies on Microsoft 365 email and document management solutions (Outlook, Word, PowerPoint, and Excel) for business productivity and business communications.
As a technology services firm, we also set up and install Microsoft solutions for our clients all the time. Recently, our team was discussing about what we can do to help clients understand all that Microsoft 365 has to offer, and how they should use Microsoft to simplify their workflow processes.
Down the rabbit hole we went….
Microsoft has made so many changes over the years, especially moving to the cloud-based Microsoft 365, that we wondered if WE were using Microsoft 365 in the best way possible. Even amongst our team, we had strong, differing opinions on the BEST way to do simple things like organizing our email inboxes.
Borne from that lively discussion, we’re creating this series of articles that will cover questions we have about how BEST to use Microsoft 365 for email and document management.
Bookmark this page and come back for updates on topics like:
- Mastering Your Inbox
- Organizing email (categories vs. folders)
- Inbox Zero (important vs. time-wasting)
- Archiving email (local archive vs. online archive)
- Filtering and searching for mail
- Managing junk / newsletter / spam
- Using shared mailboxes for sales, support, etc.
- Sending email attachments vs. links
- Managing People
- Managing Documents
What else would you like us to cover? Comment below and we’ll add it to our growing list of Microsoft 365 topics.
Frequently asked questions
Does Microsoft 365 have a document management system?
Yes. Microsoft 365 offers various solutions to document management like SharePoint, OneDrive and Microsoft Dynamics.
Is SharePoint a document management system?
Yes, SharePoint is a document management system from Microsoft Office 365.
What is the difference between OneDrive and SharePoint?
Both of these systems come from Microsoft 365. SharePoint provides the content services behind the scenes for your files, and works well with Teams and Outlook. OneDrive allows you to access your files on all devices including mobile, web, and desktop for Windows or Mac.
