I really wanted to share all the key things we spoke about after running our Microsoft 365 Learning Resources Webinar with the AMAZING Erica Toelle, Sr. Product Marketing Manager for Microsoft Information Governance and Records Management 15th October 2021.
LTD’s Webinars are NOT traditional, we use polls to help you get involved which will enhance the amount of information you recall. There are no slide decks, it’s just the host/trainer and participants! We encourage you to have your cameras turned on, as it is always nice to see who we are talking too and it also gives us some virtual energy to work from, you can unmute yourself to ask questions or just type them in the chat box!
A lot of clients ask if our sessions are recorded, they are not as I feel it’s a barrier and deters you our delegates from getting involved, so if you don’t turn up, you will have missed it! On this occasion though, I thought, I would put ‘pen to paper’ and write something so if you missed the session this will explain the learning resources available to you.
During the webinar, Erica and I discussed all the training available by Microsoft and Leadership Through Data. The one question on everyone lips is ‘’where do we start as there is so much available ?” It is important for records managers to understand the basic Microsoft 365 functionality, especially SharePoint. Here are some free resources to learn about Microsoft 365:
- Microsoft Learn | Microsoft Docs: free learning paths for all Microsoft products.
- Microsoft Ignite: free conference where Microsoft makes new product announcements.
- SharePoint Maven: Great resource for SharePoint 101 content
- Regarding 365: resource for creative tips and tricks for using Microsoft 365
Of course, records managers also need to understand the records management functionality in Microsoft 365. Here are some resources:
- Microsoft authored Deployment Guide: https://aka.ms/MIG/Deployment
- Microsoft webinars, including past recordings: https://aka.ms/MIG/Webinars
- Microsoft Records management Blog: https://aka.ms/MIG/Blog
- Do you want your own Microsoft 365 environment, where you can try records management yourself, without asking IT? Sign up for the free Microsoft Developer Program – you do not need to be a developer! As long as you use the environment it will be renewed automatically.
- Microsoft 365 Security & Compliance User Group (London, United Kingdom) | Meetup: A free user group that meets virtually every month. They cover all security and compliance topics.
- Joanne C Klein’s blog: A great blog focused heavily on records management. Joanne is great about verifying things with Microsoft before she publishes, so her information is reliable.
These training opportunities are super exciting as all the above providers offer a different type of training that cover a range of learning styles and at LTD we are really passionate about ensure all learning styles are covered in our training. Following on from this we had a great question from one of the delegates ‘’Microsoft is so big, where do you start with your training’’? This is a great question and one that many of our clients have asked us. LTD have evolved with our course creation and created NEW courses to support the knowledge gaps that we have seen or have been made aware. This year we have designed a set pathway for clients to follow which is specific to job roles.
At LTD we take our clients on a learning journey and if you follow the specific learning pathway it will provide you with greater benefits to your Microsoft 365 knowledge and skills set. We are not just trying to sell you more courses, we are investing in you by building your knowledge, just like you walking up a flight of stairs taking it step by step. This means you then have the basic knowledge and can progress to more advanced training, otherwise it will be a mind blowing amount of information to understand and absorb. Research suggests you then will not be able to absorb any information due to increased stress levels and anxiety.
The following diagram is an example of suggested pathway for New and Advanced Records Manager.
We have created learning pathway for IT professional as your journey would be very different from a Records Manager.
After explaining the pathway, I went on to explain a brief overview of each course which I have detailed for you in the following sections. We closed the session talking about learning and teaching styles and how to engage your audience when creating your own training. We are behind the scenes creating a NEW courses AYNTK: Designing your Information Architecture in Microsoft 365, you will have to solve the Investment scam and follow the trail of evidence inside our Microsoft 365 Training Environment. Join our mailing list and be the first to know about this course release and company updates – email [email protected] (UK) or [email protected] (Australian and New Zealand Client) and watch this space!
Training Courses overview
This is an introduction to Records Management training course covering physical and electronic Records Management. On this course, you will learn the basics of Records Management and key principles which will provide you with the tools to begin or improve a Records Management programme in your organisation.
The advanced Records Management course is the next level from our Records Management Training – All You Need to Know course, and goes through more practical implementation to support your strategy and change management process.
Clients are recommended to complete these two courses if they have no prior knowledge of Records Management before progressing to the Microsoft 365 Training courses.
Microsoft 365 Teams Information Protection training course walks you through the guidance required to understand the appropriate ways to use Microsoft Teams and to manage data inside it. This is a basic course that has no pre course criteria. The course covers: Teams Overview, Provisioning, Naming Convention, Sensitivity Labels and Features Management. The delegates are then taught about Teams Apps, Private Channels, External Access, Guest Access, Conditional Access Policy. The course finishes with Microsoft 365 Teams: Where is the Data, Information Protection Tools, Data Loss Prevention (DLP), Communications Compliance and Cloud Security.
This course has been designed for the end user such as a Records Manager who has no knowledge of SharePoint. In this training course we discuss the fundamentals of Microsoft 365’s SharePoint. You will learn how to navigate a SharePoint site, study the three main security groups, how to add and remove users and understand the permissions for each group. We will train you how to use a document library and basic document management in SharePoint. SharePoint lists will be explained, including pages and how to modify them by using web parts available in SharePoint online. Delegates get hands on experience of using a training system and creating a SharePoint site, they need to find their way out of the escape room game!
This course is designed for someone who has administration access to SharePoint and is who works in IT. You will explore SharePoint as a Super User in the context of the suite of Microsoft 365 products, looking at the integration possibilities, different styles of implementation and what that could mean in terms of functionality. Delegates get hands on experience of using a training system and creating a SharePoint site, they can move around the admin site as they need to find their way out of the escape room!
This course is designed for Records Managers, by a Records Manager and built around standards. Clients need to have a good understanding of SharePoint and are broadly familiar with how Microsoft 365 is used within their Company. They also need be broadly aware of how metadata is used within SharePoint. If they are not they need to complete the SharePoint courses before progressing to this course.
On this records management training course we discuss the suite of Microsoft 365 (formerly Office 365) products and SharePoint in a records management context, exploring what Microsoft 365 really is, how it meets, or fails to meet existing standards, and looking at approaches to implementation. With a focus on the new features including Retention, Labels, Microsoft’s answer to classification, we will show you the latest functionality and how to make the most of it. The course also covers Strategies for applying Labels, Legal hold provisions, Limitations and practical workarounds, Auto classification. We cover which licenses are actually required, the Security and Compliance Centre and Compliance Manager dashboard.
Delegates get hands on experience of using a training system and take part in a murder mystery game finding the hidden clues that have been built in and around the training course site. It is a race to find the murder !
Clients need to have a good understanding of SharePoint and are broadly familiar with how Microsoft 365 is used within their Company. They also need to have a knowledge of how metadata is used within SharePoint. If not they should complete the SharePoint courses before progressing to this course. Clients are recommended to have also completed the SharePoint Records Management before they progress to this course.
You will explore all the content within the suite of Microsoft 365 products, looking at the information privacy aspects such as Privacy by design, Sensitivity labels, Data Loss prevention and Data Breach notifications.
Delegates get hands on experience of using a training system and they take part in a murder mystery game finding the hidden clues that have been built in and around the training course site. It is a race to find the murder!
This Microsoft 365 Audit and Investigation training course is for members of an Audit Team or anyone associated with a type of role that provides an audit function for internal investigations at all levels.
This Microsoft 365 Audit and Investigation training course will guide you through the Microsoft 365 environment tools that you will need to run an internal audit and investigation within your organisation. This course will give you the confidence to identify what information is being shared in your organisation and how to search for information inside your Microsoft 365 tenant. You will learn how to use the Investigation Analytics, Configuring Polices, Alerts and Triage experiences, Remediation and Litigation procedure.
Delegates will get hands on experience in a Microsoft 365 training environment and take part in the murder mystery game but might find other things that have been misused inside the system!
Any questions please get in touch at UK [email protected] or Australia [email protected].