Recently, the ServiceScaler team got together to discuss our favourite features within Office 365. And while some of them are very well-known, we typically find when talking to our customers that they are not using them. Therefore, we all contributed to writing this blog to share our tips with you.
Let’s get started!
How do you connect with someone on LinkedIn without leaving Outlook?
Rob: Emailing someone and wanting to connect with them via LinkedIn? On a roll with getting through your emails but now you have to switch applications just to send a connection request?
To quickly connect with someone, open an email and hover your mouse over the sender. A pop-up box will appear with a few options. Click the LinkedIn icon, and their profile will appear. If you aren’t already connected it will say, ‘Connect’ in the top right-hand corner of the screen. And voila! No need to go off-platform, you can keep going with your emails.
How do you assign tasks to others using Microsoft Planner?
Tristan: Using Microsoft Planner to organise your to-do lists? No? Well, you absolutely should be! Planner is the task management scheduler that is included in most Office 365 subscriptions. It allows you to create content-rich task cards with checklists, labels and even colour coding.
Working on a project but it requires collaboration? In Planner, click the ‘Assign’ tab and you can delegate tasks instantly. It will send an email to the assignee letting them know they have a task due, as well as its priority level, due date and any notes or files that they will need to complete it.
How do you unsend an email before a receiver opens it?
Skye: Sent an email and instantly regretted it? We’ve all been there! You’ve forgotten to add your attachment, CC in a co-worker, or worse, addressed it to the wrong person! Well did you know that in Outlook, this can be undone if the receiver hasn’t opened it?
Select the email from your sent box, click the 3 dots in the upper right-hand corner, scroll down to Actions, select Recall. To get rid of the email from the recipient’s mailbox, select Delete Unread Copies of This Message. If you just need to make a quick change, there’s an option to Delete Unread Copies and Replace With a New Message. Ahhh, let’s all sigh with relief!
What is the simplest way for my business to make bookings?
Steven: Constantly going back and forth with your clients? Are you free Friday? No, what about Friday afternoon? No, definitely not Friday afternoon! Well, are you using Microsoft Bookings- the scheduling app available in most Office 365 subscriptions? Bookings is synced to your Outlook Calendar, so all the times where you are unavailable (Friday afternoons?) are blanked out - and people can easily select a time to meet that works for you both.
Add your Bookings link to your email signature - that way when people are chatting with you - the link is right there, and they can conveniently a schedule that works for both you and themselves. To book they must fill out basic fields that you choose, like name, email, appointment location etc. Their booking will then sync to your calendar so you don’t have to remember to add it, it’s just done automatically and will send you a notification to say you’ve been booked - and even with buffer time on either side if you’ve opted to accommodate for travel.
How to search for help in Microsoft Word?
Michael: Are you often using Microsoft Word and want to figure out how to do something, like start dictating, add a graph, draw a table etc. and you have to leave the application and Google instructions?
Start using Words ‘Tell me what to do’ feature. Often people think that the Search bar is simply to find certain words or phrases in your document. But it is a much smarter feature, you can tell it what you want it to do, e.g. Insert Footnote and it will do the work for you – no leaving the application and searching ‘how to’ needed!
So there you have it! How many of these features did you know existed? You can thank us later!