Essential Settings to Maximise Your Microsoft 365 Experience

Tanya Wetson-Catt • 7 October 2024

Microsoft 365 is a powerful suite of tools. It helps to enhance productivity and collaboration. This is especially true for small to mid-sized businesses (SMBs). But to get the most out of Microsoft 365, it’s important to optimise its settings. Otherwise, you may only be using a fraction of the power you have.


Ready to get more from your M365 business subscription? This blog post will guide you through essential settings to power up your use of Microsoft 365.


1. Optimise Email with Outlook Features


Set Up Focused Inbox


Focused Inbox helps you manage your email more efficiently. It separates important emails from the rest. To enable it, go to the View tab in Outlook and select Show Focused Inbox. Or in New Outlook, visit View > View Settings. This setting ensures you see the most important messages first.


Customise Email Signatures


A professional email signature can enhance your brand. Create signatures for new emails and replies. Include your name, position, company, and contact information. See how to set up Outlook signatures here.


Organise with Rules


Email rules help automate organisation. They can also free you from inbox chaos. Create rules to move emails to specific folders or mark them as read. This reduces clutter and keeps your inbox organised.


2. Enhance Collaboration with Teams


Set Up Channels


Channels in Teams organise discussions by topic or project. Create channels for different teams or projects. Name the channel and set its privacy level. This helps keep conversations focused and organised. It also makes it easier to search for specific messages.


Manage Notifications


Notifications keep you informed but can be overwhelming. Customise them by going to Settings > Notifications. Choose which activities you want to be notified about. This way, you stay updated without unnecessary interruptions.


Use Tabs for Quick Access to Team Resources


Tabs in Teams give quick access to important files and apps. No more constantly emailing documents to team members who can’t find them. Add tabs for frequently used documents, websites, or apps. Click the plus icon at the top of a channel and select the type of tab to add. This streamlines workflows and improves productivity.


3. Secure Your Data


Enable Multi-Factor Authentication (MFA)


MFA adds a critical layer of security to your account. It protects against unauthorised access. Especially in the case of a compromised password. Read this help article to set up M365 MFA.


Set Up Data Loss Prevention (DLP) Policies


DLP policies help prevent data breaches. Create policies to identify and protect sensitive information. This ensures compliance with data protection regulations. Go to the Microsoft Purview help page to see how.


Manage Mobile Device Security


Ensure mobile devices accessing Microsoft 365 are secure. You can do this by upgrading to Microsoft 365 Business Premium. It includes Intune, a powerful endpoint device manager. It allows you to set up several security protocols for devices accessing your data.


4. Customise SharePoint


Organise with Document Libraries


Document libraries in SharePoint help organise and manage files. Create libraries for different departments or projects. This improves file management and accessibility. Learn how SharePoint integrates with Teams and OneDrive.


Set Permissions


Control access to your SharePoint site with permissions. Assign permissions based on roles and responsibilities. This ensures only authorised users can access sensitive information.


Use Site Templates


Site templates in SharePoint are great for sharing information. You can set up topic-focused mini-websites either inside or outside your company. Use templates for common site types, like team sites or project sites.


5. Maximise Productivity with OneDrive


Sync Files for Offline Access


OneDrive allows you to sync files for offline access. Go to OneDrive, select the files or folders to sync. This ensures you can access important files even without an internet connection.


Use Version History


Version history in OneDrive allows you to restore previous versions of files. This is vital for business continuity and ransomware recovery. You can view and restore older versions as needed. This helps recover from accidental changes or deletions.


Share Files Securely


Share files securely with OneDrive. Select a file, click Share, and choose sharing options. Set permissions and expiration dates for shared links. This ensures only intended recipients can access shared files.


6. Leverage Advanced Features


Use Power Automate for Workflow Automation


Power Automate helps automate repetitive tasks. Go to the Power Automate website and create flows for common workflows. Use templates or create custom flows. This saves time and reduces manual work.


Analyse Data with Power BI


Power BI provides powerful data analysis and visualisation tools. Connect Power BI to your Microsoft 365 data sources. Create interactive reports and dashboards. This helps you gain insights and make informed decisions.


Add Copilot for Microsoft 365


Copilot is Microsoft’s generative AI engine. It can dramatically reduce the time it takes for all types of tasks. For example, create a PowerPoint presentation from a prompt. Or have Copilot generate tasks based on a Teams meeting. Learn more about Copilot here.

 

Reach Out for Expert M365 Optimisation & Support


Using these essential settings can maximise your Microsoft 365 experience. This can lead to improved security, efficiency, and collaboration.


Want a more detailed exploration of these settings and how to use them? Consider reaching out to our Microsoft 365 team. We’ll be happy to help you optimise and manage your tools and leverage all the benefits.



Reach out today and let’s chat about powering up your use of M365.

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