Understanding SharePoint, One Drive and Teams

Work Better Together: Unlock the Power of SharePoint, OneDrive & Teams

This session offers a practical overview of SharePoint, OneDrive, and Teams – clarifying when to use each and how they connect with Outlook. Learn exactly where shared documents are stored and how to choose the right tool for collaboration.

Then, explore hands-on demos: build a secure SharePoint library, track document changes, and create reusable tools like Excel templates and Microsoft Forms. Discover how to convert spreadsheets into SharePoint lists and automate approvals with Power Automate. See how Teams brings it all together by embedding SharePoint content, forms, and lists for a seamless digital workspace.

Topic 1. Overview of SharePoint, Teams and OneDrive

• When should I use SharePoint vs OneDrive?
• How does Teams work with SharePoint, OneDrive and Outlook?
• If I share a document in Teams, where is that document saved?
• Should I send meetings from my Outlook or Teams calendar?

Topic 2. Create SharePoint tools – Demo

• Create a SharePoint library to store financial reports, audit documents etc securely.
• Track changes within the documents using version history
• Create reusable Excel templates for expense claims.
• Create a 365 Form for leave requests.
• Convert an Excel spreadsheet to a SharePoint list
• Use Power Automate to route forms for approval (preview only)

Topic 3. Access your tools in Teams – Demo

• Add your SharePoint libraries, forms, and lists to a Team channel
• Use Teams to access your OneDrive documents, meetings and task lists.

Learning Outcomes:

By the end of this session, participants will be able to:

• Differentiate between SharePoint, OneDrive, and Teams
• Understand how Teams integrates with SharePoint, OneDrive, and Outlook, including where shared documents are stored and how to manage meetings effectively.
• Integrate SharePoint resources directly into Teams channels for easy access to documents, forms, and task lists within the collaborative workspace.

Suited to:

Business Professionals and Teams who:

• Regularly collaborate on documents, manage shared files, or coordinate projects across departments.
• Use Microsoft 365 tools but are unsure when to use SharePoint, OneDrive, or Teams – or how they work together.
• Need to organise and access resources efficiently within Teams channels.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation