5 Essential Office 365 Admin Tools to Run your Business

In this age where technology is prevalently used to create progress, Office 365 for business has proved itself as a useful tool for organisations worldwide.

Office 365 offers a wide range of productivity tools to its users to help them improve business operations. Alongside this, the application also has the capability to increase the efficiency of communication when it’s fully integrated.

It is also renowned that the applications that come with Office 365 have the ability to help users cut cost in terms of software, hardware, and system maintenance. As an added bonus, the app also saves you the trouble of patching your operational systems to keep it up-to-date.

Productivity Tools You Can Maximise for Your Company


It is common knowledge among business owners that setting up and running a business requires hard work. That’s why most of them implement Office 365 solutions in their business organisations. With its numerous capabilities, Microsoft’s productivity tools can certainly help you ease the burden and stress of running a business.

In this portion of the blog, you’ll learn how Office 365 tools can transform the way you work in your office. To delve into detail, here is a list of the productivity tools you can maximise to run your business efficiently:

   1. Microsoft Word

Microsoft Word is a word processing software that’s often utilised by end-users to manage their official work daily. With this tool, it became possible for users to create word documents for different purposes. Apart from that, Microsoft Word also offers templates that organisations can use to create business plans.

In this step-by-step guide, you’ll be able to generate your own business plan with ease:

Step 1: Open Microsoft Word on your computer.

Step 2: Begin a new word document. You can make use of suggested searches to pick a template that will fit your business needs.

Step 3: Use the template as a guide in creating your business plan.

Step 4: After creating your business plan, you can save it to OneDrive to share it with your teammates.

   2. Microsoft Planner

It is beyond any doubt that effective team management is necessary in order to achieve your goals. With Microsoft’s Planner—a planning application intended to assist teams to work together—this can be accomplished by your company easily. Aside from the features and functionalities that come with Planner, it is also set to generate automatic email reminders to keep the productivity flowing and help your team stay on track.

Make team management simpler with these easy steps:

Step 1: Open the Microsoft Planner application.

Step 2: Create a new task.

Step 3: Set the due date of the task.

Step 4: Assign the task to your teammate.

Step 5: Click Add task.

After doing that, the Planner will automatically send email reminders to your teammates to update them about the tasks created, especially those that are assigned to them.

   3. Microsoft Excel

Microsoft Excel is an application that’s based on an electronic spreadsheet. In this app, you can use different mathematical and logical formulas to perform calculations, data visualisation, data analytics, data management, and many more. With Excel’s capabilities, you’ll be able to effectively create your business budget, financial forecast, and social media editorial calendar.

To delve into detail, here’s a step-by-step guide on how you can maximise Excel:

Generating Your Business Budget Plan

With Excel’s capabilities, it is undeniable that it can help users create their business budget efficiently and effectively. Aside from getting work done, the utilisation of Excel to create a budget plan can also help them save time.

Here’s a guide you can follow to produce your business budget by using Excel:

Step 1: Open Microsoft Excel.

Step 2: Start with a new Excel Workbook. You can also use the suggested searches to find a template for your business budget.

Step 3: Make use of the template as a guide by replacing the sample content with your information.

Step 4: Save the file and upload it to OneDrive to share it with your team.

Making Your Financial Forecast for Your Business

Aside from building your business budget, you can also utilise Excel to create your company’s financial forecast. The app has features and functionalities that can help users estimate their future financial outcomes in the context of capital budgeting, valuation, etc., with ease.

Forecast where your company is heading to with this simple guide:

Step 1: Open Microsoft Excel.

Step 2: Select the data of your past sales in Excel.

Step 3: Click on the Forecast Sheet option you see on the Data tab.

Step 4: Input the required information and then click Create.

Creating Your Social Media Editorial Calendar

Majority of the existing businesses nowadays make use of the social media platform to reach more target customers. The companies that thrived while using this platform often used a social media editorial calendar to ensure that regular postings were made in social media. One of the effective applications that users can use to create this editorial calendar is Microsoft Excel. With the application’s templates, numerous companies were able to plan ahead and ensure the continuity of their digital marketing efforts.

To serve as a guide, here’s how you can use Excel to create your editorial calendar:

Step 1: Open your Microsoft Excel application.

Step 2: Begin a new workbook in Excel. You can search for “social media” in the suggested searches to find a template.

Step 3: Save to OneDrive to collaborate with your teammates.

Step 4: Fill out the calendar to plan out your social media posts. It is recommended that you take note of the data, hour, message, link, and visual of the post.

Step 4: Use the editorial calendar as your reference when it’s time to post in your company’s social media accounts.

  4. Microsoft Teams

The Microsoft Teams that’s prevalently used in business organisations nowadays is a unified communications platform that combines numerous features. With this tool, workplace chat, file storage, video meetings, and other application integrations are now in one place. That said, Microsoft Teams can be a handy tool for companies to schedule meetings conveniently.

Here’s a guide you can follow to enjoy the app’s benefits:

Step 1: Open Microsoft Teams.

Step 2: Click on Meetings to schedule a meeting.

Step 3: Select a channel so that an entire team can join and invite others.

Step 4: Choose a time that works for everyone by clicking the Scheduling assistant in Microsoft Teams. With this feature, you’ll be able to see the availability of everyone.

Step 5: Schedule the meeting.

After doing that, you will see that Microsoft Teams will automatically post the schedule to the Conversations in the channel you selected. Other than that, the agenda, content, notes, and recordings are all stored in the Teams channel as well.

   5. Microsoft OneNote

Another Office 365 for small business tool that you can maximise to run your business is Microsoft OneNote. This application gives end-users the capability to gather notes, drawings, audio commentaries, and screen clippings. In addition, the program also allows users to share it with other individuals over the internet. With that said, Microsoft OneNote has the capacity to help users capture their ideas they get the inspiration and make brainstorming easier.

To serve as a guide, here’s how you can make the most of OneNote:

Step 1: Open Microsoft OneNote on your smartphone.

Step 2: Choose the file and page that you want to edit.

Step 3: Write down the ideas that you want to share.

Step 4: Brainstorm with your team mates when you get back at the office.

As you can see, the productivity tools that come with Office 365 has the ability to give your business the boost that it needs towards business success. With it, you’ll be able to manage customer relationships, create an online presence, and send email marketing campaigns.

Additional Benefits You Can Get from Office 365

Clearly, Office 365 has the ability to assist you as you run your business, but that’s not all it can do for you. The application offers numerous benefits to its users—once you learn how to make the most of these business perks, it’s guaranteed that you’ll be able to use this application to your advantage.

Increased Credibility of Your Business


Credibility is important for everyone, especially for businesses. By utilising Office 365, you’ll be able to build your company name with the business-class email address that it can generate. Furthermore, you can also use this tool to create personalised marketing materials with the help of Office 365’s productivity tools. Aside from that, you can also make use of the app’s communication tools to connect to your customers and colleagues better.

Better Collaboration Within the Organisation

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While Office 365 provides your employees with plenty of space for all their files online, it can also help them improve their collaboration with their teammates outside the company. Furthermore, Office 365’s capability to allow multi-party HD video, shared calendars, content sharing, and team chat can also help you foster teamwork among your employees.

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