10 Ways To Boost Your Productivity With Microsoft 365

Are you looking for ways to boost your productivity? If so, you’re in luck. Microsoft 365 can help you with everything from communication to organization. But it can be a little daunting to figure out how to use all its features.

With the rise of remote work, Microsoft 365 has become an essential tool for many workers. Finding a way to make the most of your Microsoft 365 suite can help you stay organized, collaborate effectively with colleagues, and become more productive.

In this article, Roxie IT, the leading provider of IT consulting in Lexington, explains how to make the most of Microsoft 365 and get the most out of your day.

What Is Microsoft 365 And What Are Its Benefits

Microsoft 365 is a suite of productivity tools that can help you manage emails, share files, and create documents. It is available as a subscription service and includes several integrated packages, such as:

  • Microsoft Office 365: Includes a suite of popular software, such as Word, Excel, PowerPoint, and Outlook.
  • Microsoft Teams: An instant messaging platform that allows users to chat with each other in real time or via asynchronous messages.
  • SharePoint: A cloud storage system that stores, organizes, and shares files.
  • OneDrive: An online storage system for storing documents, spreadsheets, and presentations.

With these tools, you can collaborate with colleagues, manage projects, and organize your workflow in one place.

How To Set Up Your Account And Customize Your Settings

Once you have subscribed to Microsoft 365, you first need to set up your account and customize your settings.

Log in to your account and go through the setup wizard. It will give you an overview of all the features available and help you set up a personalized environment for working with Office applications.

Next, take some time to customize your settings so that they are tailored to how you like to work. For example, if you prefer keyboard shortcuts rather than mouse clicks, ensure these are enabled. You can also personalize the look and feel of Office applications by changing themes or adding custom backgrounds.

Moreover, check out the security options available within Microsoft 365 so that you can protect your data and prevent unauthorized access.

Top 10 Tips For Getting The Most Out Of Microsoft 365

Now that you’ve set up your account, here are ten tips for getting the most out of Microsoft 365:

  1. Get Familiar With Keyboard Shortcuts – Keyboard shortcuts can save you time and make navigating Office applications easier. Take some time to familiarize yourself with them so that you can start using them from day one.
  2. Utilize Templates – Microsoft 365 has a range of templates that can help streamline your workflow and simplify document creation.
  3. Share Files Securely – Share files inside or outside your organization using SharePoint or OneDrive. It makes collaboration much more manageable and ensures data security at all times.
  4. Make Use Of Automation – Automation can help you streamline and simplify your workflow, freeing up time for more critical tasks.
  5. Organize Your Inbox With Folders And Filters – You can organize your inbox by creating folders and sorting emails with filters. It will help keep your email organized and make it easier to find what you’re looking for.
  6. Use Microsoft Teams To Stay Connected – Microsoft Teams is a great way to stay connected with colleagues, regardless of where they are. It has features such as chat, audio/video calling, file sharing, and shared virtual workspaces that allow users to collaborate efficiently.
  7. Set Up Calendar Reminders For Important Tasks – The calendar feature within Microsoft 365 allows you to set up reminders for essential tasks so that nothing gets forgotten.
  8. Sync Your Devices For Seamless Use – You can sync your devices with Microsoft 365 to access your documents and settings from any device.
  9. Take Advantage Of Real-Time Coauthoring – You can collaborate in real-time on documents and presentations with colleagues, no matter where they are based.
  10. Integrate With Other Applications – Integrating other applications with Microsoft 365, such as Dropbox or Salesforce, makes it easier to manage multiple systems from one place.

Tips For Using Outlook, Word, Excel, And PowerPoint More Effectively

With Outlook, Word, Excel, and PowerPoint, you can easily create rich documents. Here are some tips for using these applications more effectively:


  • Use the “Focused Inbox” feature to prioritize essential emails and ensure you never miss an important message.
  • Utilize the calendar feature to schedule appointments and meetings with ease.


  • Make use of Word templates for creating documents quickly and easily.
  • Take advantage of review features such as track changes, spellchecker, and other tools to help refine your work before sending it out.


  • Make use of Excel’s powerful formulas to crunch numbers quickly and accurately.
  • To simplify complex data analysis tasks, take advantage of chart types such as pie charts, bar graphs, and scatter plots.


  • Utilize templates and themes to create professional-looking presentations in no time.
  • Experiment with animations, transitions, and other features to make your presentation more engaging.

How To Collaborate With Others On Projects

Microsoft 365 allows you to easily collaborate with colleagues and clients on projects, regardless of where they are. Here are some tips for getting the most out of these collaboration tools:

  • Use Video Conferencing – With Microsoft Teams, you can host virtual meetings with audio/video calling. It makes it easier to communicate and collaborate in real time with people outside your organization.
  • Share Files Securely – Share files with others inside or outside your organization using SharePoint or OneDrive. It ensures data security at all times.
  • Use Chat To Keep In Touch Quickly – Keeping in touch quickly is essential when working on a project remotely. Use the chat features within Microsoft 365 to keep everyone up-to-date and ensure no one misses critical updates.
  • Create Virtual Workspaces – Create virtual workspaces with Microsoft Teams that allow everyone to collaborate on documents, share files and chat in real time. It makes it easier to work together even when you’re not in the exact location.

How To Stay Organized And Manage Your Time Effectively

Staying organized and managing your time effectively is key to getting the most out of Microsoft 365. Here are some tips for staying on top of tasks and making sure you stay productive:

  • Create A Task List – Use the task list feature in Microsoft 365 to create a list of tasks that need to be completed daily. It helps you prioritize your workload and keeps you focused on essential duties.
  • Schedule Time Blocks For Productivity – Schedule specific blocks of time during the day when you can focus on completing tasks without interruption. It will help boost productivity and ensure nothing gets forgotten.
  • Utilize Calendar Reminders – Take advantage of calendar reminders within Microsoft 365 to ensure critical deadlines are met. These will also help keep your tasks organized and on track.

How To Communicate Effectively With Colleagues And Clients

Communication is key to successful collaboration, and Microsoft 365 offers a range of tools for effective communication. Here are some tips for communicating effectively with those you work with:

  • Use One-On-One Chats – With Microsoft Teams, you can easily hold one-on-one chats with colleagues or clients. This makes it easier to discuss important topics in private and ensures everyone is on the same page.
  • Send Group Messages – When you need to communicate with multiple people at once, use group messages within Microsoft 365. It allows everyone to stay up-to-date without sending out individual emails or messages.
  • Utilize File Sharing Features – Securely share files quickly and easily using the file sharing features within Microsoft 365. It ensures everyone can access the latest file version and eliminates the need for multiple emails.

The Benefits Of Using Microsoft 365 For Your Businesses

Microsoft 365 offers a range of features that make it an invaluable tool for businesses, large and small. Here are just a few benefits of using Microsoft 365:

  • Reduce Costs – By using Microsoft 365, businesses can reduce their costs as there is no need to purchase expensive software or hardware.
  • Increased Productivity – With its collaboration tools, Microsoft 365 makes it easy for teams to work together and stay on top of tasks. It leads to increased productivity and efficiency.
  • Improved Security – All data stored in Microsoft 365 is securely encrypted and protected. It ensures your sensitive information stays safe from unauthorized access.
  • Enhanced Communication – Microsoft 365 makes it easier to keep in touch with colleagues and clients, no matter where they are located. It ensures communication is always quick and efficient.

Final Thoughts

Microsoft 365 is a potent and valuable tool for businesses, but it can take some work to figure out how to get the most out of it. By following these tips, you’ll be able to unlock all its features and boost your productivity!

With Microsoft 365, you can collaborate quickly with colleagues or clients, stay organized, manage your time effectively and keep everything secure – so make sure you take advantage of this fantastic software suite!

As the leading provider of IT consulting in Lexington, Roxie IT can help you get started with Microsoft 365 and ensure you make the most of its features. Contact us today to learn more!

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