An experience-led guide to working well in Microsoft 365, MS Teams, and SharePoint.
This free eBook brings together ten real-world lessons learned while working hands-on in Microsoft 365 environments across different organisations, roles, and stages of digital maturity. It is written for Information Management practitioners, Records Managers, digital leads, and anyone who finds themselves supporting Teams and SharePoint in practice, not just in theory.
These lessons were learned in live environments, during migrations, clean-ups, training sessions, and the everyday “why isn’t this working the way we expected?” moments that come with modern collaboration tools.
Inside, you’ll find practical insights that focus on how people actually use Microsoft 365, where confusion commonly arises, and what quietly makes things work better over time.
What this free resource covers:
- Why governance matters (and when you really feel it)
- Understanding where information actually lives in M365
- The impact of renaming SharePoint sites connected to Teams
- Choosing between a channel, a folder, or a chat
- When private channels help — and when they complicate things
- Permission roles and responsibilities across M365
- Why profile photos matter more than we think
- What happens to conversations when a Team is deleted
- Building and maintaining a real-time picture of information
- Why terminology shapes behaviour in M365 environments
- Pulling it all together into calmer, more intentional ways of working
This resource is written in plain language, grounded in lived experience, and focused on clarity, confidence, and good information habits — not just features, settings, or technical perfection.
Use it as a reference or share it with your team.
Format: PDF
Price: Free
Simply add to cart for zero dollars and the PDF will be sent to you.