There are many different tasks that Office 365 users can automate to make their work lives a bit easier. These ten Office 365 tasks can help make your workflow more efficient and streamlined.
- Automatically send email greetings to your team: You can configure Office 365 management tools to automatically send an email greeting to your team when you start your workday. This can be a great way to stay connected with colleagues.
- Create custom watermarks for your documents: Watermarks are a great way to brand your documents and make them look more professional. With Office 365, you can create custom watermarks that include your company logo or other important information.
- Automatically save attachments to your OneDrive: OneDrive is a great place to store all your important files and documents. You can configure Office 365 to automatically save attachments that you receive in email to your OneDrive account.
- Schedule automatic backups of your OneDrive: OneDrive can be a great way to store all of your important files and documents, but it’s always a good idea to have a backup just in case. With an Office 365 configuration tool, you can schedule automatic backups of your OneDrive account so that you always have a recent copy of your files.
- Create custom views in Excel: Excel is an effective tool for working with data, and by designing custom views, you may further adapt it to your needs. With Office 365, you can easily create custom views that filter and sort your data the way you want.
- Automatically populate data in Word: If you often find yourself typing the same information into Word documents, you can configure Office 365 to populate that data for you automatically.
- Create custom templates in PowerPoint: PowerPoint is a great tool for creating presentations. However, by developing unique templates, you can increase its power. With Office 365, you can easily create custom templates that include your company branding and colors.
- Automatically save Outlook emails to your OneDrive: If you use Outlook for email, you can configure it to save emails that you receive to your OneDrive account automatically.
- Schedule automatic reminders in OneNote: OneNote is a great tool for taking notes and keeping track of information. With Office 365, you can schedule automatic reminders in OneNote so that you never forget an important task or deadline.
- Use the Office 365 planner to organize your tasks: The Office 365 planner is a fantastic tool for managing various projects and due dates. You can use it to create new tasks, assign them to team members, and set due dates.
Automating these different tasks can make your Microsoft 365 experience more efficient and streamlined.
What are the Features You should look for in an Automation Tool?
With so many automation tools on the market, how do you know which one is right for you? First, you should look for five things in an automation tool before purchasing.
- Ease of use: The best automation tools are easy to use and don’t require a lot of training to get started. Look for a tool that has a user-friendly interface and comes with step-by-step instructions on how to get started.
- Affordable: Automation tools can range in price, so it’s important to find one that fits your budget. Many excellent solutions are reasonably priced and effective, so spending a fortune on an automation tool is no longer necessary.
- Scalable: You’ll need an automation technology that can expand with your business as it expands. Look for a scalable tool that can be adapted to your changing needs. For organizations using Microsoft 365 Enterprise, the use of configuration management tools like Simeon Cloud can help the business manage multiple tenants across Microsoft 365 for MSPs
- Reliable: As businesses began migrating to Microsoft 365, you want a migration tool that ensures consistency across Microsoft 365 multiple tenants on data migration, collaboration, and productivity tools.
- Feature-rich: Last, you’ll want an automation tool packed with apps and features. Look for a tool that offers a variety of features to help you automate your tasks while staying compliant with Microsoft 365 production environment regulatory requirements.
For a complete guide on how to backup your Microsoft Office 365 configurations, visit https://www.simeoncloud.com/blog/microsoft-365-admin-center-how-to-backup-and-restore-configurations-with-a-single-click for more information.