Efficiency is crucial in Professional Services. If you’re looking for ways to be more productive with Microsoft 365, look no further! In this article, we’ll discuss some productivity hacks that will help you get the most out of your tools and help you succeed in the redefined workplace, so you can focus on what really matters: your business.

We’ll cover a range of tips to help you increase workplace efficiency, from how to share documents from desktop applications to syncing libraries and using file explorer. So whether you’ve only recently migrated to Microsoft 365 or you’re looking for new ways to use it, read on for some helpful tips.

1. Share Docs from Desktop Apps

One hack that can save you time is to share documents from desktop applications rather than opening them in the browser. To do this, simply drag and drop the file into OneDrive. This will save you from having to download the file and then upload it to your account.

 

2. Connect to Your Outlook Calendar

Another productivity tip is to connect to Outlook Calendar. This will allow you to see your upcoming events and tasks in one place. To do this, simply open the calendar in Outlook and click the “Connect to Outlook” button.

 

3. Create Views in Document Libraries

In Professional Services, you’re working with a lot of documents, so it can be helpful to create views in document libraries. This will allow you to easily find the files you need. Go to the library’s settings and click “Create View.” You can then choose the fields you want to include in the view and how you want them to be sorted.

4. Sync Libraries to Find Files Easier

If you find yourself searching for files often, it may be helpful to sync your libraries. This way, you can easily access them from any device. To do this, simply go to the library settings and select the option to sync the library.

5. Use File Explorer

Another time-saving tip is to use is the File Explorer. This tool allows you to quickly find and open files on your computer. To access it, simply press the Windows key + E.

 

6. Pin Apps and Docs to Taskbar

If you use specific apps or documents often, you can pin them to your taskbar for easy access. Simply right-click on the app or document and select “Pin to taskbar.” This will allow you to access what you need faster, saving you time from searching for your documents.

 

7. Link Files to OneDrive Instead of Attaching to an Email

When you need to share a file, you can link to it in OneDrive rather than attaching it to an email. This will save you from having to download the file and then upload it again. To do this, simply copy the link from OneDrive and paste it into your email. This will also help to ensure every recipient is looking at the most up-to-date version of a document, and suggestions or changes can be viewed in real-time.

 

Take Your Tech to the Next Level

These are just a few of the many productivity hacks that you can use with Microsoft 365 to increase your business’s efficiency. By taking advantage of these easy hacks, combined with cloud computing, you can boost your productivity, get the most out of your tools and take your business to the next level. So why not give them a try today? You might be surprised at how much time you save!

Are you ready to take the next step? At Blue Saffron, we have a wealth of experience in working with Professional Services businesses, so why not reach out to our experts to get advice on Microsoft 365 and other Cloud solutions.