Save 111 Hours per employee with these Microsoft 365 Time-Savers

Use Power Automate to streamline the creation of weekly reports. Pull data from SharePoint lists to compile essential details.

The sales department of the insurance company generates a weekly sales report from data in a SharePoint list.

Basic knowledge of SharePoint and Power Automate.

Microsoft Teams allows for seamless video conferences, reducing the need for in-person meetings and travel time.

An insurance adjuster team conducts daily briefings and weekly review meetings.

Familiarity with Microsoft Teams.

Microsoft 365 allows multiple team members to edit documents simultaneously in real-time, eliminating the need for version tracking and back-and-forth emails.

The claims department collaboratively works on a document detailing new insurance regulations.

Basic understanding of Office 365 collaborative features.

Use Power Virtual Agents in Teams to create a bot that can answer frequently asked questions, reducing the load on your customer service staff.

The customer service department of the insurance company spends several hours each day answering repetitive questions from policyholders.

Basic knowledge of Power Virtual Agents and Teams.

Use Planner to allocate tasks, set deadlines, and monitor progress, removing the need for constant status update meetings and emails.

A project manager in charge of implementing a new claims process uses Planner to manage tasks.

Basic knowledge of Power Virtual Agents and Teams.

Microsoft Forms allows you to create surveys, quizzes, and polls to collect and analyze data in an organized manner.

The HR department gathers employee feedback on a new training program using Microsoft Forms.

Basic understanding of Microsoft Forms.

Microsoft Bookings simplifies the process of scheduling appointments, allowing customers to book their own appointments.

Insurance agents offer consultations to potential customers who can choose their preferred slot using Microsoft Bookings.

Basic understanding of Microsoft Bookings.

Quick Steps in Outlook allows you to manage your emails effectively by performing multiple actions at once.

Employees use Quick Steps to move project-related emails to a specific folder and mark them as read.

Basic understanding of Outlook.

Teams Channels help categorize conversations, files, and notes based on specific topics or projects, making information retrieval faster.

The customer service team creates different channels for each type of insurance policy they offer.

Basic understanding of Microsoft Teams.

OneDrive provides a secure and reliable location to store, share, and sync business documents.

The underwriting team stores all their policy documents on OneDrive for easy access and collaboration.

Basic understanding of OneDrive.

Create an in-house vacation booking app using Power Apps to streamline leave management.

HR department of the insurance company builds a vacation booking app, where employees can request leaves and managers can approve.

Basic understanding of OneNote.

Transform your data into rich visuals using Power BI, making it easier to collect business insights.

The finance team of the insurance company creates interactive financial reports to understand patterns and trends.

Good understanding of Power BI.

Compile data and reports into a Power BI Dashboard for at-a-glance insights.

The claims department uses Power BI dashboards to track claim settlement timelines and patterns.

Great understanding of Power BI.

Use Power Automate to automatically create tasks in Planner based on specific triggers.

When a new claim is filed in the claims management system, a corresponding task is automatically created in Planner.

Basic understanding of Planner and Power Automate.

Use Focused Inbox and Rules in Outlook to prioritize your emails and manage your inbox more efficiently.

Employees create rules to move non-critical emails to specific folders, leaving the inbox for more important communications.

Basic understanding of Outlook.

Use Whiteboard in Teams to collaborate in real-time, perfect for brainstorming sessions.

The product development team uses Whiteboard during their brainstorming sessions to collaboratively sketch out ideas.

Basic understanding of Outlook.

Leverage the search capabilities of OneDrive and SharePoint to find your files faster.

The marketing team uses the search feature to find specific promotional materials stored in OneDrive and SharePoint.

Basic understanding of OneDrive and SharePoint.

Use Planner to manage your recurring tasks, so you never miss a deadline.

The finance team sets up recurring tasks for monthly financial close processes.

Basic understanding of Planner.

Use Office mobile apps to stay productive on the go. Access your emails, documents, and meetings from anywhere.

Insurance sales representatives access policy documents and emails on their mobile devices during field visits.

Familiarity with Office mobile apps.

Use PowerPoint Designer to make your presentations more professional and engaging with less effort.

The training team uses PowerPoint Designer to create engaging training materials for new hires.

Good understanding of PowerPoint.

Use live captions in Teams meetings to ensure clear communication, especially in noisy environments or for those who are hard of hearing.

Employees use live captions during company-wide virtual meetings to ensure all attendees can follow along.

Familiarity with Microsoft Teams.

SharePoint lists offer a simple and efficient way to manage, track, and analyze data directly from your SharePoint site.

The claims department uses a SharePoint list to manage and track the progress of claims investigations.

Basic understanding of SharePoint.

Use Power Apps and Power Automate to create a custom Learning Management System (LMS) that fits your organization's specific needs.

The HR department creates an LMS for internal training and development programs, allowing staff to take courses and managers to track progress.

Good understanding of Power Apps and Power Automate.

Excel's Power Query feature can significantly streamline the process of importing, cleaning, transforming, and analyzing data.

The finance team uses Power Query to prepare and analyze monthly expense data.

Intermediate knowledge of Excel.

With Power Apps, you can create a custom Help Desk and Customer Service solution to manage internal queries and support tickets efficiently.

The IT department builds a Help Desk solution in Power Apps, allowing staff to raise tickets and track their status, while IT can manage and prioritize the workload.

Intermediate knowledge of Power Apps.

Reduce manual data entry tasks in Excel by using Power Automate to bring in data from other sources automatically.

The finance team sets up Power Automate to pull in sales data from the company’s CRM into Excel for weekly revenue tracking.

Basic understanding of Excel and Power Automate.

Create an efficient onboarding process for your employees using the Power Platform, helping them get up to speed faster.

HR department sets up an onboarding portal using Power Apps where new hires can complete all their joining formalities and access necessary resources.

Basic understanding of Excel and Power Automate.

Power BI Q&A allows you to use natural language to ask questions about your data, making data analysis faster and easier.

Sales managers use Power BI Q&A to quickly pull up sales performance metrics and make informed decisions.

Basic understanding of Power BI.

Automate business processes by creating custom workflows in SharePoint using Power Automate.

The HR team creates a workflow for leave approvals. When an employee applies for leave on the SharePoint site, the manager receives an approval request email through Power Automate.

Basic understanding of Power BI.

Use OneNote to record and share meeting minutes efficiently. Features like shared notebooks and tagging make it a perfect tool for this task.

During team meetings, one member is assigned to jot down minutes in OneNote, and the notes are accessible and editable by everyone on the team.

Basic understanding of OneNote.

Microsoft 365 comes with an array of keyboard shortcuts that can save a considerable amount of time.

Employees use keyboard shortcuts in daily tasks, like pressing Alt+Tab to switch between apps or Ctrl+S to save a document.

Familiarity with Microsoft 365 applications.

Power Automate can be used to automate responses to certain types of emails, saving you time and ensuring prompt responses.

Customer service sets up automated responses to common customer queries, allowing them to focus on more complex issues.

Basic understanding of Power Automate and Outlook.

Use the Dictation feature in Office apps to write without typing, perfect for multitasking or those with physical limitations.

Employees use Dictation to draft emails or documents while their hands are occupied with other tasks.

Familiarity with Microsoft Office apps.

Immersive Reader is a free tool within Office apps that helps improve reading and writing for people regardless of their age or ability. It can read text out loud, break it into syllables, and increase spacing between lines and letters.

An employee with dyslexia uses Immersive Reader to review and understand documents more efficiently.

Basic understanding of Office apps.

Power BI's drill-down feature allows users to dive deep into complex datasets and uncover insights.

The data analysis team uses this feature to examine the performance of insurance products in specific demographics.

Intermediate understanding of Power BI.

Microsoft Forms can simplify event management by streamlining the process of collecting RSVPs or feedback.

HR uses Forms to gather employee responses for the annual company event.

Basic understanding of Microsoft Forms.

The Briefing email from MyAnalytics helps you stay in control of your calendar and tasks by giving you an overview of your upcoming workday.

Managers use the Briefing email to plan their day, making sure they are prepared for meetings and know what tasks need attention.

Intermediate understanding of Microsoft Teams.

With Microsoft Teams, organizing and hosting a webinar has never been easier. With features like attendee registration, automated emails, and comprehensive reporting, your webinars will be a breeze.

The marketing team hosts a webinar for potential clients, managing the whole process through Teams.

Intermediate understanding of Microsoft Teams.

Power Apps and Power Automate can be used to create a system for managing change requests, making the process more structured and traceable.

IT uses this system to handle requests for changes to the IT infrastructure.

Intermediate understanding of Power Platform.

OneDrive and SharePoint offer secure platforms for sharing files within your organization, reducing the risks associated with uncontrolled file sharing.

Teams share documents securely through SharePoint, ensuring only authorized personnel have access.

Basic understanding of OneDrive and SharePoint.

With Power Automate, you can sync your To-Do list with your calendar, ensuring that tasks are reflected in your daily schedule.

Employees synchronize their To-Do lists with their calendars to stay organized and ensure tasks are completed on time.

Basic understanding of Power Automate, To-Do, and Outlook.

Microsoft Teams allows you to create breakout rooms during meetings, providing spaces for small group discussions.

During a company-wide meeting, employees are split into breakout rooms to brainstorm ideas on smaller topics.

Basic understanding of Microsoft Teams.

Office apps allow you to pin frequently used documents, making them quickly accessible whenever you need them.

Employees pin ongoing projects for quick access, saving time navigating through files.

Basic understanding of Office apps.

Using Microsoft Teams and SharePoint together provides a comprehensive solution for project management.

Project managers set up a SharePoint site for each project and integrate it with a Teams channel, providing a centralized place for collaboration and information sharing.

Intermediate understanding of Microsoft Teams and SharePoint.

The Power Platform can be used to build a custom inventory management system, tailored to your organization's specific needs.

The warehouse manager uses a Power Apps solution to track inventory levels and alerts when stocks are low.

Advanced understanding of Power Apps, Power Automate, and Power BI.

With Planner, managers can delegate tasks to team members, ensuring work is distributed evenly and transparently.

A project manager assigns tasks to team members through Planner, ensuring everyone knows what they need to work on.

Basic understanding of Planner.

Microsoft Teams allows you to integrate a wide range of apps, making it a one-stop workspace for collaboration and productivity.

Employees integrate apps like Planner, OneNote, and Power BI into Teams to access everything they need in one place.

Intermediate understanding of Microsoft Teams and integrated apps.

A self-service portal, built with the Power Platform, allows employees to manage certain aspects of their accounts, reducing the workload for IT.

Employees use the portal to reset passwords, request access to resources, and update contact details.

Advanced understanding of Power Apps and Power Automate.

A time-recording app built with Power Apps can streamline the process of tracking and reporting work hours.

Employees use the app to log their hours, making it easier to manage payroll and understand where time is being spent.

Advanced understanding of Power Apps.

With a provisioning solution, your organization can standardize the creation of Teams, channels, and tabs, improving governance and reducing clutter.

IT sets up a provisioning solution to control the creation of Teams, ensuring they are created with a standard structure and naming conventions.

Advanced understanding of Microsoft Teams and Power Automate.

A site check-in system, built with Power Apps, can help manage who is in the office, improving safety and making it easier to manage capacity limits.

Employees use the system to check-in when they arrive at the office, allowing the company to track occupancy levels and aid contact tracing.

Advanced understanding of Power Apps.

The Power Platform can be used to create a tool for managing social media posts, allowing you to schedule posts and monitor engagement.

The marketing team uses the tool to manage their social media strategy, saving time and gaining insights into post performance.

Advanced understanding of Power Apps, Power Automate, and Power BI.

Using Microsoft 365's advanced security features, you can ensure that contracts and agreements are securely stored and only accessible by authorized individuals.

Legal teams store contracts in a secure SharePoint library and control access using permissions.

Intermediate understanding of SharePoint and Microsoft 365 security features.