You’re working in Microsoft 365, and you need to save a file. But do you put it in OneDrive, Teams, or SharePoint?
Let’s clear it up — with real tips you can use today, and a sneak peek at something new I’m working on just for you.
Think of it as your personal storage space in the cloud. Files are private by default, and it’s perfect for:
Notes, drafts, or working files
Documents not ready to be shared
Your own project materials
⭐ Tip: If you delete something, don’t panic — the OneDrive Recycle Bin keeps files for 30 days (or longer, depending on your settings). You can restore anything with just a few clicks.
When you upload a file in a Teams channel, it’s stored in a connected SharePoint library — and everyone in the Team has access. Teams is ideal for:
Collaborative documents
Meeting notes or shared agendas
Day-to-day work with your department or project team
⭐ Tip: Open files from Teams...
Most people are going to think we're referring to AI but that is not what today's tips and tricks are about. Although using AI to draft complex emails is a GREAT strategy as well. On average, professionals spend 30 minutes drafting more complex emails like proposals or in-depth responses and most professionals draft a few of these per week. Just think if we were able to cut this time down how much time you could save?!?!
I've got 2 tricks for you to try!!
Why do I want to Use My Templates and How Can it Save Me Time?
My Templates (formerly Quick Parts) allows you to Save commonly used chunks of text and/or graphics/pics so you can re-use them and not have to find them to copy or re-type them.
Most of us have phrases or paragraphs of text we use over and over in emails. This could be a short bio about us, a summary of what our organization does or a product it sells, a response to a frequently recei...
I'm sure you've noticed that copilot is everywhere in Microsoft right now. If you're like me - you know it's AI but not exactly sure how it's different than the other tools and how can it help you? We're not going to do a deep dive here yet, but one of the first things you need to know is that there is a FREE and a LICENSED(paid) version.
First off, if you haven't looked too much into it yet, you may not even know this but there is a free and licensed version of Copilot.
FREE VERSION - The free version of Copilot is a chat. It's similar to other AI chat apps you've likely used like Chat GPT or GROK. Copilot is considered the most robust free access to AI, but it does have a Microsoft lens. It can also be accessed at https://copilot.microsoft.com/
PAID VERSION - The paid version of Copilot is fully integrated into your M365 apps. There are multiple types of subscriptions available which I won't get into.