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Microsoft Office Specialist

This course will be retired in 292 days. If you have questions, please contact us.

Note: As of December 31, 2014, the 77-891 exam is a retired exam....
Note: As of December 31, 2014, the 77-891 exam is a retired exam.
This Office video training with Chris Ward covers Microsoft’s powerful tool including topics such as setting up your account, using SharePoint, and more.

Related area of expertise:
  • Office productivity

Recommended skills:
  • Familiarity with Office 365

Recommended equipment:
  • Microsoft Office

Related certifications:
  • Microsoft Office Specialist (MOS): Microsoft Office 365

Related job functions:
  • Office workers
  • Instructors
  • Students


The power of Microsoft Office in the Cloud! If you are planning on becoming a Microsoft Office Specialist with Office 365, you will want to watch this Nugget course to hone your skills and prepare for an Office without local servers or local software.

Trainer Chris Ward doesn't just show you how to use Office 365m he shows you how to optimize this powerful tool. From video messaging to shared workspaces, this training teaches you how Office 365 can maximize collaboration and organization for your team.

This course maps to the objectives of the Microsoft 77-891 exam, which is the required exam to earn Microsoft Office Specialist (MOS): Office 365 certification.
 show less
1. Office 365 Introduction (23 min)
2. Getting Started with Office 365 (35 min)
3. Setting up Your Account (30 min)
4. Getting Help (24 min)
5. Getting Around Office 365 (20 min)
6. Outlook Web App-Email (28 min)
7. Outlook Web App - Email Advanced (20 min)
8. Outlook Web App - Calendars (25 min)
9. Outlook Web App - Contacts (23 min)
10. Outlook Web App - Tasks and other Options (31 min)
11. Lync - Introduction and Basics (22 min)
12. Lync - Collaboration (28 min)
13. Lync - Groups and Contacts (20 min)
14. Sharepoint - Online Basics (28 min)
15. SharePoint - Managing Sites (34 min)
16. SharePoint - Managing Content (35 min)

Office 365 Introduction

00:00:00

Microsoft Office 365, Introductions and Basics. You know, I am really amazingly excited, super stoked, to be with you folks as we go through this CBT Nugget series on Office 365. Not only because, hey, I'm the Office guy at CBT Nuggets-- you've probably checked my series from 2003 all the way up to 2010, and now Office 365.

00:00:23

Why? Because I love the products. I think they're great products. I think they really help people accomplish a lot of great things, whether it's Word, Excel, PowerPoint, Outlook-- you name it. And in this series, we are going to take you through and show you not only how to be prepared for the Microsoft Office Specialist Exam 77-891, but also you are an IT guy or a small business owner, you are going to look at the benefits of having all the great software products that Microsoft offers through Office in the cloud.

00:00:55

Now of course, we're going to take this first CBT Nugget and we're going to talk a little bit about how this incorporates-- maybe you've heard about the cloud. Maybe you even know about the cloud. But how does that incorporate with software like Excel or Word?

00:01:09

Well, I'm glad you're along for the ride. Let's get started. So basically, in this first CBT Nugget, we're going to take a look at two things, two primary bullet points here. The first-- what is the cloud? And we're going to be talking about a cloud service and kind of give you a basic understanding of that.

00:01:25

Of course, if you're familiar with cloud-- you're using Amazon for your storage, you're using other products that are out in the cloud, the Google products, things like that-- you can skip that part if you want. Then we're going to take a look at the second part about Office 365 products.

00:01:42

Believe it or not, there are several different products that you can get, everything from just a small email-only kind of environment all the way to a full enterprise solution. We are going to primarily, for the purpose of this CBT Nugget series, we're going to take a look at a small business.

00:01:58

Because I understand the majority of you are either owning your own small business or you're IT-ing for small businesses. You might be consultants, contractors, whatever-- you'll find that that product is the one that I think is going to be the best-selling out of all of them, and the one that you do need to concentrate on for the exam.

00:02:16

If you've been in the IT industry for probably more than three or four years, many of you are probably at least familiar with the basic concepts of the cloud. So this next section that I'm going to talk about here, What is the Cloud? It might be pretty basic level for you.

00:02:30

Feel free to fast-forward a little bit and get to the part about some of the features of Office 365 and what you need to know about that. But for those of you who have probably heard about cloud computing-- and there's blogs about cloud computing, there's websites.

00:02:44

In fact, IBM, Google, Microsoft, all of them use the word cloud. Cisco uses the word cloud. Well, what is the cloud? Well, a lot of times, people will try to make it into this real big, long, drawn-out story about it's all this, and yada yada, and shared services, service suites, scaled, enterprise, capital to build market and support the infrastructure, and they use a lot of big words.

00:03:09

Basically what I'm going to tell you is the cloud, in a nutshell from a basic perspective, is this. It is going to be software, storage, and computing that is not on your machine. And I'll actually say machines, because if you're an IT guy, a lot of times you'll be like, hey, I've got server racks of full of that stuff.

00:03:50

Absolutely. So the cloud really is software, storage, and computing that is not on your machines. Now there are more things involved with it. But for the nature of this CBT Nugget series, this is going to be good enough to give you the overall understanding.

00:04:05

So we have our cloud over here. So here's Mr. Cloud, it's out there. Here is a set of servers that we own, and then we have some folks over here that are going to be doing computing. They're going to send emails. They're going to create documents and spreadsheets, and they're going to share it with everybody.

00:04:22

So how this works-- and let's say that I've got my good buddy Jeremy Cioara over here. So here's Jeremy. So Jeremy C. He's our IT guy, because he really is smart and knows a lot of stuff. Check out his Cisco certification CBT Nuggets. You'll love it.

00:04:40

And over here, we have our CBT Nuggets group. So here's our CBT Nuggets group. So people-- so let's say we might have-- this could be maybe Dan over here, the CEO, and maybe this is Rachel, one of our gals that helps us with training and PR and stuff.

00:04:59

So we got Dan and Rachel over here at CBT Nuggets. And Jeremy wants to be able to send some email. So let's go ahead and we'll just pop on Mr. Email here. And so Mr. Email, of course, wants to be able to get from one place to another. And so typically what would happen is Jeremy would take the email, it would be typed up on his local computer, laptop, or even mobile device.

00:05:25

It would hit the Exchange server over here, and it would go, oh, yes, you want to go to CBT Nuggets. And so it would go over here and it would arrive in Dan and, of course, Rachel's mailbox. And so that is how, typically, your email system would work.

00:05:41

You would be running Microsoft Exchange. You would be running Outlook or some other mail program there. And you would send it on your local computers. And so that is really where the local computers, or your machines, operate-- a very basic level, I understand-- of sending email.

00:06:02

But what they have done is now, what if we take our email, and instead of having our server over here in place, what if we wanted to come over here-- just type Mr. Email here-- and let's say that instead, Jeremy wanted to send email now through a cloud service?

00:06:27

Well, right up here-- let me get my pen out here and draw on it. Right up here, let's say you have an email service like Gmail, Google's email. And so again, now you would have Jeremy send the email. Instead of to his local server, it would come up here.

00:06:47

As long as he has an internet connection, the Gmail server-- so here, I'll draw a quick server in here. So there's your servers here, out in the cloud, out at one of the data centers that Google has. And the email would come in, and it would be handled here, and then it would be delivered to Rachel and to Dan via their internet connection.

00:07:13

So as long as they are located somewhere where they have internet connectivity, they are going to be able to receive their email through Gmail. Now what if you wanted to do something like Excel? So maybe he has a spreadsheet over here that he's made.

00:07:30

So here we have our Excel. There's our Excel. I'll just put Excel right there. Here's our Excel spreadsheet that he needs to send. No problem. He can work on this on a server that's out in the cloud, and then all Rachel and Dan need to do is come up here to the cloud and access that particular Excel document.

00:07:54

You notice what we're doing here? We're cutting out the local machines. So no more local machines. Now I understand most offices are always going to have some sort of local servers for, perhaps, applications that are not available in the cloud, or storage that's not available in the cloud, or even computing that's available in the cloud.

00:08:16

But basically, what they're doing here is we're moving the local machines from our control, and we need to maintain them, and we move them up into the cloud. And so we buy a service. And that's where software and storage operate. And so some of you guys are probably familiar with things like Amazon S3, things like Google's G-Drive-- which is, as of the recording, they changed it.

00:08:48

It used to be Google Docs, and then Google Docs for the Enterprise, and now it's G-Drive. It's part of their whole thing. Microsoft, of course. Microsoft-- I can spell-- now has not only SkyDrive, but they also have the all-powerful, all-awesome Office 365.

00:09:11

So what we do here is instead of now having the local machines, your own, and installing-- this is kind of cool. Instead of having to install separate licenses of Office on each individual computer, it can now be available now based upon the user out in the cloud.

00:09:29

So whether Rachel has a laptop at home and a desktop at work, and then she has her mobile phone, she can access her email, her documents, and even the software that creates those documents. In other words, Word Excel, PowerPoint, all those things, can be now accessed mainly through a web portal.

00:09:55

So that's the cool thing, is you don't need to have the software local on your machine. You don't need to maintain an Exchange server, which gets a little pricey when you start talking about how many licenses you have to purchase for access and access to Exchange.

00:10:12

So what you want to do is you want to think of this as a way to now improve upon the ability to access your information anywhere you're at, as long as you have a web-enabled device. That helps, you know. But everyone has the iPhones and the Samsung Galaxies and the Android-- I guess Android phones.

00:10:28

I'm just mentioning-- Apple as Apple, the iPhones. But you have access to this. And that's what is really great about the cloud. The other great thing is, notice Jeremy-- if something's broken, Jeremy doesn't have to get up in the middle of the night and go down to the office and fix it.

00:10:42

Instead, he can call up the 24/7 IT support available on Office 365, or Amazon, or whatever it is that he's utilizing, and they take care of the problem. And because they've got the high-end server rooms, buildings full of this stuff, they've got guys on call, 24/7, working on that, which helps give you a much better uptime.

00:11:04

You can get anywhere from three-sigma all the way up to six-sigma uptime, you know five-nine uptime. That's expensive if you try to maintain that back at home, with all your storage backups and your servers running applications all the time. It's so much better to utilize something like the cloud.

00:11:24

So there's a nice general overview of what the cloud is, how we can incorporate this into our IT environment, and that'll kind of give you an idea-- especially when you're sitting in the exam, gang, if you're going, well, I'm accessing it through the web portal.

00:11:40

And so you have to understand, no matter if you're, like, well, I have Office on my local hard drive-- it doesn't matter. It's integrating with the product that is out there on the cloud, which is what Office 365 is. And considering the responsibilities and costs of providing your own servers with servers and software that you have on-premises, this is a much better environment.

00:12:04

You're going to have your email, documents, instant messaging, online meetings, web-based access to everything. And right now, the pricing for stuff like this is anywhere from $6 to $20 a month per user. And that, again, as we're going to see in just a second, is based upon what type of system or license that you get with Office 365.

00:12:28

So essentially, what we're going to do is with Office 365, you used to have your laptop here. So I'm going to draw a laptop. Again, my drawings skills aren't that great, as you've kind of noticed. So this is a laptop. So you got your keys right here, and then here's your screen-- here we go.

00:12:49

And then you've got, let's say, an Excel spreadsheet on here, and put the lines right there. OK. So here's your laptop, or desktop, or mobile phone, or-- insert whatever device that is web-enabled. So now instead of having the software, having Office, which is up over here, locally on your hard drive, locally on your computer, you now have the ability to access all of those capabilities that you normally would have with Office products out on the web.

00:13:25

Now the way you're going to do this is-- couple of things. First off, the very familiar thing about email. I mean, one of the things about email that we're going to have right here-- so you got email, right? Email. So what do you get with that? Well, number one, you get up to 25-gigabyte mailboxes, virus scanning.

00:13:53

Oop, there we go. I can spell. Virus scanning. Now a lot of people are saying, oh, is this something I need to know? Well, you'll need to know that some of these are settings that you're going to be making. And we'll show you, obviously, in subsequent CBT Nuggets as we go through, all the different things that you are going to be setting and utilizing there on your environment.

00:14:22

So there we go. So we got the 25 thing. So we're going to be looking at-- primarily, the email runs off of what is called the OWA, which is the Outlook Web App, or Web Application. Outlook. There we go. I hope you can see that-- Outlook Web App. And so what happens is each person's mailbox is going to be out here, out on the cloud.

00:14:54

And what that means, also, is you can still use your own domain. So I know Google allows you to do this, too. You can actually route it and use your domain name. But this is actually a fairly simple process, and Microsoft does it as well with their Office 365.

00:15:19

So you use your own domain. So it would be, like, jeremy@cbtnuggets.com, chris.ward@cbtnuggets.com, yourname@yourbusiness.com. And so that's really neat. Instead of just giving people, oh, here's a free Gmail address, or oh, here's a free Yahoo! address, and then you can use that.

00:15:39

That doesn't look so professional. Instead, it's going to look like you, look like you have your own business. You're also going to get spam filtering, which is going to deal with a whole bunch of things like that. Now another thing that you're going to have with OWA is also your calendars.

00:16:02

Calendars are also part of OWA. And that includes things like, you can have for your free or busy status. Even when you're not connected to the web, they'll know whether you're online or not, or able to receive that because of whether you have your connection open or not.

00:16:24

You can do just about anything with that. You also, of course, have the ability to do what are known as your Lync. Now Lync allows you to do conferencing. So you can do web conferencing. You can invite up to 50 anonymous people. So in other words, they don't have to have account.

00:16:57

So up to 50 anonymous-- sorry about that. My right mouse clicker thing keeps popping up there. You can have up to 50 people to an online event. Web conference, you can talk to them-- uses Voice over IP. So as long as you have a microphone, you have a webcam, you can do live video.

00:17:17

We're going to show you how this works, which is pretty cool. And then of course the infamous-- I keep doing that. There we go, sorry. Need to move my finger off my pen a little bit. OK. So here we go. So the other thing that is really cool is, of course, SharePoint.

00:17:33

Now before you freak out and go, oh my goodness, I mean I've heard about SharePoint, but we have somebody that just handles SharePoint, and I don't have to do it-- you don't have to worry. This SharePoint is online. They maintain it. You're just coming in with your user account, and you can do things like-- websites, which is awesome.

00:17:54

Content storage, which is also cool. And what you guys have all been waiting for-- and this is an option, you don't always get this, but you can get Office 2010 Professional. And you can even get a local version of it, local or hosted. So the nice thing about this is that not only do you have the email, you have your calendars that are located with your email-- this is all part of OWA, Outlook Web App.

00:18:36

You've got Lync, which is allowing you to do conferencing. Oh, and I almost forgot-- one of the other nice things you can do is IM, instant messaging. So you have instant messaging available to you. And you can, like we said, you can edit all these things-- Office 2010 Professional, if you have it local, you can edit.

00:19:02

But you can even do it hosted. And the way you do that is, again, through another web app. You use the Office Web App. So people say OWA is the Outlook Web App. Yes, it is, but be careful. Depending on what they're talking about it, it could also refer to the Office Web Application, which is basically what I call the Office Portal.

00:19:22

So the Office Portal will allow you to come up here and do all your fun stuff up here with your Office 2010 products. So whether Excel, PowerPoint, Word-- all the good stuff. OneNote is available to you, if you like utilizing that for notes and collaboration.

00:19:38

So these are things that enable you to really have the power of the Office products, but they don't have to be over here on your laptop. Remember, you can get rid of the local machine versions. You don't have to have that software downloaded locally.

00:19:58

Which again, if you have-- maybe it's a laptop that doesn't have a lot of drive space left. You have one of the old ones. Well, as long as you have the Internet Explorer, or another web-- I mean, if you're using a Mac, you can use Safari. It works with Safari.

00:20:14

Some things that are cool about that, you know, cross-platform. I got a Linux box. OK, you can still use the Office 365, just by having an internet connection, and that's all you need. So with an internet connection and a web browser open, you have access to all of this stuff.

00:20:31

Pretty cool. And so that is essentially what Office 365 is all about. Now in the subsequent CBT Nuggets, we're going to actually show you how to get started and install it. We're also going to talk about, obviously, the Outlook Web App, or OWA. We're going to spend a lot of time talking about that, about how you can do your Contacts, your Tasks, and Options that can be all there.

00:20:56

You can publish calendars, that's cool. Then, of course, the Lync. We're going to talk about how you can do collaboration, contacts, and groups, and how you can build little video conference calls and everything. Nice. And then, of course, SharePoint, which a lot of you're going to want to know if you want to do a website, if you want to upload content that people can have access to at any point in time, you'll of course have permissions and rights and security-- All of the great stuff you get with SharePoint, but you don't have to install and maintain it on your own servers.

00:21:26

Which for some people I've talked to, they have a lot less hair because they've been pulling it out, having to deal with it. It takes a little bit. It's not super-hard, but it just takes a lot of details, and you need to make sure everything is coordinating.

00:21:40

They take care of that, all up here in the Office 365 environment. So in this CBT Nugget, we took a look at a few things, including what is the cloud? And we had a nice basic description of the cloud as a place where services, software, storage are all located-- even computing.

00:22:00

You can take the cloud, and instead of only having one server running some analysis, you can have 100, and you can pay for that. That's what the cloud is, cloud services. Then we talked about Office 365. And we said, hey, Office 365 gives you not only the capability of still doing your Word docs, your Excel, your PowerPoint-- the big three-- but also, of course, the fourth, which is email in your office.

00:22:25

You're enabled to use your own domain. You can also do collaboration with Lync. We're going to talk about all those things in greater detail, show you even how to get them set up as an administrator. Because when you are sitting in that small well-lit room after spending a large amount of money to answer questions on a computer screen-- AKA the exam for your Office 365 Office Specialist-- they will want you to showcase how to set things up, how to make changes, how to take a look at options, and things like that.

00:22:56

And so that's what the rest of our CBT Nugget series on Office 365 is going to be about. I hope this has been informative for you, and I'd like to thank you for joining us.

Getting Started with Office 365

Setting up Your Account

Getting Help

Getting Around Office 365

Outlook Web App-Email

Outlook Web App - Email Advanced

Outlook Web App - Calendars

Outlook Web App - Contacts

Outlook Web App - Tasks and other Options

Lync - Introduction and Basics

Lync - Collaboration

Lync - Groups and Contacts

Sharepoint - Online Basics

SharePoint - Managing Sites

SharePoint - Managing Content

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