MICROSOFT OFFICE 365 Feb. 22, 2018
Speakers Mike Adkins Director Microsoft Productivity Leader Todd Bleeker, Ph.D. Manager Office 365 and Productivity Leader 2
MICROSOFT 365
What do I get with my Office subscription? Licensing Many Different Offerings Office 365 Comes with many different tools based upon a respective subscription Both online and client applications to be productive and collaborate securely Many customers do not use what they have or even know what can be used
Office 365 Licensing Packages Licensing Max 300 Users Unlimited Business Essentials Business Business Premium Office 365 ProPlus Office 365 Enterprise E1 Office 365 Enterprise E3 Office 365 Enterprise E5 Best for businesses that need business-class email and other business services. Office Apps not included. Best for businesses that need Office applications plus cloud file storage and sharing. Businessclass email not included. Best for businesses that need business-class email, Office applications, and other business tools. Fully installed Office on PC/Mac with apps for tablets and phones Online versions of Office with email and video conferencing ProPlus and E1 plus compliance tools, information protection, and voicemail integration E3 plus a new class of communications solutions with advanced Skype for Business meetings and voice capabilities Offload Email and Skype and acquire collaboration technologies. Upgrade your Office Suite. Upgrade your Office Suite and offload heavy IT commodities. Acquire collaboration technologies. Upgrade your Office Suite, acquire chat. Offload heavy IT commodities. Upgrade your Office Suite and offload heavy IT commodities. Acquire collaboration technologies. Upgrade your Office Suite, offload heavy IT commodities. Acquire collaboration technologies, analytics, and PSTN.
Microsoft 365 - Bringing together best in class solutions. Licensing Office 365 Windows 10 Best of EMS Desktop Apps Word, Excel, PowerPoint, and more Online Services Exchange, OneDrive, Skype, Microsoft Teams Business apps Microsoft Bookings, Outlook Customer Manager, MileIQ 1 Everything in Windows 10 Pro 2 Plus Windows Defender Security Controls Windows AutoPilot Automatic Office apps deployment App protection for Office mobile apps Device Management for Windows 10 PCs Selective wipe of company data [1] Available in US, UK, and Canada only [2] Includes upgrade benefits for Windows 7 or 8/8.1 Professional licensed PCs to upgrade to Windows 10 Pro
How do I choose the right solution if I am an SMB? Licensing Business Core needs One single, scalable admin experience Microsoft 365 Business Everything in Office 365 Business Premium, plus A simple way to manage and help protect company data across devices Consistent configuration and enforcement of policies on Windows 10 PCs Suitable for customers who can move identity to the cloud Enterprise Advanced needs Microsoft 365 Enterprise Everything in Office 365 Enterprise, plus Advanced device and data security capabilities Modern voice experience with cloud PBX Flexible on-premises or cloud identity options Office 365 Business Premium Best-in-class productivity and collaboration tools Tools to help growing businesses Office 365 Enterprise E3/E5 Support for hybrid deployment Remote deployment of Office and support for terminal services Additional security controls Additional add-on services (e.g. Project, Visio, Dynamics 365, Office 365 premium add-ons, EMS, etc.) Only top plans for SMB listed Business plans have 300 seat cap, per plan
Microsoft 365 business plan overview O365 Business Premium M365 Business Work Together Outlook, SharePoint, IM/Meetings X X OneDrive X X Create Content Word, Excel, PowerPoint, OneNote, Access X X Listings 1, Connections 1 X X Grow and Run Your Business Bookings, Outlook Customer Manager X X Invoicing 1, MileIQ 1, Business Center 1 X X Stay Secure Upgrade rights to Windows 10 Pro, Windows Defender Selective data wipe, Security Group targeting of policies, MAM for Office Apps X X Manage Devices and Applications Auto- pilot, Automatic Office Install MDM for Win 10 devices, MDM Auto-enroll X X [1] Currently rolling to subscribers in US, UK, and Canada only
Office 365 premium add-ons Licensing Add-ons are SKUs that can be added to an existing suite or service Business Essentials or Business Premium Microsoft 365 Business Office 365 Enterprise E3 Microsoft 365 Enterprise E3 Office 365 Enterprise E5 Microsoft 365 Enterprise E5 Price Security Advanced Threat Protection Add-on Add-on Add-on Add-on Included Included $2 Advanced Security Management Add-on Add-on Add-on Add-on Included Included $3 Advanced Compliance Add-on Add-on Add-on Add-on Included Included $8 Threat Intelligence Add-on Add-on Add-on Add-on Included Included $8 Analytics MyAnalytics Add-on Add-on Add-on Add-on Included Included $4 Power BI Pro Add-on Add-on Add-on Add-on Included Included $10 PSTN Conferencing Add-on Add-on Add-on Add-on Included Included $4 Voice Cloud PBX N/A N/A Add-on Add-on Included Included $8 PSTN Calling (US Only) N/A N/A Add-on Cloud PBX Required Add-on Cloud PBX Required Add-on Add-on $12/$24** *There are no technical blockers for customers to purchase Advanced Security Management, but the usage of ASM can only be achieved if an Office 365 workload is deployed for ASM to monitor. **Dial-out conferencing capabilities may incur additional per minute consumption charges. Customers can disable these features to avoid additional billing. $24 includes both International and Domestic calling plans. Domestic only calling plans are available for $12. Tax is included in price in the US and Canada. Service usage limits exist to manage fraud, abuse, excessive use, and maintain service performance. Further details about these services can be found in our recently published Skype for Business Online PSTN Service Use Terms.
Pricing Licensing Licensing Breakdown Price Number of Maximum Seats Office 365 Business Essentials $12.50/user/month 300 Office 365 E3 $20/user/month Unlimited Office 365 E5 $35/user/month Unlimited Microsoft 365 for Business $20/user/month 300 Microsoft 365 E3 Microsoft 365 E5 $34/user/month $61.10/user/month Unlimited Unlimited
What plan do I choose? Licensing Business Core needs One single, scalable admin experience Office 365 Business Premium Office apps + Cloud services Enterprise Advanced needs Office 365 Enterprise E3/E5 Office apps + Cloud services Business Office apps + OneDrive Business Essentials Cloud services ProPlus Office apps + OneDrive Enterprise E1 Cloud services Additional add-on services (e.g. Project, Visio, Dynamics 365, Office 365 premium add-ons, EMS, etc.) Combine ANY of these plans in a single Office 365 account Business plans have 300 seat cap, per plan Enterprise plans have no seat cap
MOST UNDERUTILIZED
Free Training Underutilized Office 365 Training Free Office 365 training available for: Administrators End users Overwhelmed with the number of unfamiliar Office 365 apps? Need a place to start? 13
Free Training Underutilized 14
https://support.office.com/ Underutilized 15
https://support.office.com/ Small Business Training Office 365 Basics Office Training Center Advanced IT Pro Training Office 365 Business Center Underutilized 16
Small Business Center Underutilized Small Business Center Listings - Monitor social views and reviews Connections - Engage clients with email newsletters Outlook Customer Manager - Quick access to all customer information Invoicing - Generate estimates and invoices Bookings - Schedule customer appointments MileIQ - Track, classify, and report drives 17
Small Business Center Underutilized Dashboard Listings Connections Customer Manager Invoicing Bookings MileIQ http://bit.ly/smbzctr 18
Excel Underutilized People Graph Insert > People Graph Infographics are superb in presenting data in a vivid way, and now they are built-in to Excel Instead of column, bar or a line, use icons to present data 19
Excel Underutilized http://bit.ly/excelpeoplegraph 20
Excel Underutilized Flash Fill Extract or concatenate Just start typing, when the matches are found, press <Enter> 21
Microsoft Forms Underutilized Quick and Anonymous Forms should have been called "Survey" Very easy to create and disseminate Can be made available anonymously Accessible via link, embedded, or QR code 22
OneDrive App Underutilized Capturing a Whiteboard In the OneDrive App on your phone, click the plus sign (+) to add a document Point camera at whiteboard, the app squares up the image and eliminates the glare 23
PowerPoint (Office Mix): http://bit.ly/powerpointrecording Underutilized Office Mix is now built into PowerPoint 2016's hidden Recording tab Audio narration Video narration (Office 365 subscribers only) Screen recordings that show actions you take on your computer Quizzes and polls Simulations, videos, and live web pages Real-time digital inking (Office 365 subscribers only) Non-linear viewing, jump to particular segments of the presentation 24 Publish to Stream (Office 365 subscribers only) including automatically adding subtitles
Multi-Factor Authentication (MFA) Underutilized Multi-Factor Authentication MFA is free for all global administrators Extra identity check so that a stolen password doesn't lead to bigger problems 25
Teams Underutilized Finding Content Activity Filter: Unread Mentions Replies Following Likes Apps Search refiners: Messages Files 26
Teams Underutilized Saved Messages Save any message and easily find it later in your Saved messages 27
BEST NEWLY RELEASED
LinkedIn Integration with Outlook Newly Released LinkedIn Integration Discover LinkedIn details about business contacts by hovering over their name 29
LinkedIn Integration with Word Newly Released LinkedIn Integration Resume Assistant pulls insights from similar LinkedIn profiles to tailor your resume to the job and competition. See how others frame their skills and experience to flesh out your resume to become more competitive. Quietly tell recruiters you're looking for a job via the assistant. 30 http://bit.ly/2018resumeassistant
Security & Compliance http://securescore.office.com Newly Released Secure Score Enhancements Analyzes your Office 365 organization s security based on your regular activities and security settings and assigns a score: Active seat average score: Displays a score based on organizations that have a similar number of Office 365 active seats to what you have. Compare scores between two dates: Allows you to select two dates for which you would like to compare your scores. Upon choosing the dates, you will receive a list of the controls that changed between those dates, and whether the result caused an increase or decrease in the score. Changes to reports actions: Azure reports have undergone a significant optimization in terms of making them easier to consume and more relevant. Secure Score has been updated accordingly, allowing us to reduce the number of Azure report controls to two, while still allowing the same points total. 31 Search action queue: The ability to search the actions queue to easily 2017 find RSM US the LLP. All actions Rights Reserved. you want to take.
Outlook Online Newly Released New Appointment Finding a common time for people in different organizations can sometimes be difficult. Poll for a time to meet functionality now allows attendees to vote on the best time out of a set of options. 32 http://bit.ly/2018findtimereplacement
PowerPoint Newly Released Design Ideas Design > Design Ideas (for O365 users only) Get beautiful slide ideas based on your content 33 http://bit.ly/2018powerpointdesignideas
OneDrive for Business Newly Released Files Restore Recycle Bin Version History now: Files Restore In OneDrive, choose Settings Cog and then Restore OneDrive 34 http://bit.ly/2018onedrivefilesrestore
SharePoint Newly Released Move Files/Folder Move files/folders between OneDrive, Teams, O365 Groups, and SharePoint Sites Preserves the full fidelity of version history and document metadata Handles content type disparities like a champ 35
SharePoint Newly Released Bulk Edit Properties Edit the metadata for multiple ListItems simultaneously!!! Works with the details pane on Lists and Libraries http://bit.ly/2018spbulkeditproperties Requires the Modern Experience 36
Planner Newly Released Schedule View Planner Views: Board Chart Schedule Schedule View displays for one week or one month Unscheduled tasks show to the right Other new features: Email sharing tasks due in the coming week Guest access 37 http://bit.ly/2018newplannerfeatures
StaffHub Newly Released StaffHub Enhancements Clock in/out support Team usage reporting Multi-user task assignment & tracking Outlook integration Teams interop Flow integration 38 http://bit.ly/2018staffhubenhancements
Teams Newly Released Teams Enhancements Guest Access (B2B accounts today, Microsoft Accounts tomorrow) Include information from an app in a conversation Skype Integration Request and grant screen control Mute individual participants or everyone in a meeting Have your meeting call you back Audio conferencing in channel meetings Support for calling and meetings in Edge browser Support for meetings in Chrome (audio only) More to come Discover apps for Teams in the new Store http://bit.ly/2018teamsenhancements 39
Teams Newly Released Teams Commands Type commands into the new unified search box / commands quickly perform tasks or navigate Teams @ commands display the list of apps you can query and command 40 http://bit.ly/2018teamsenhancements
Microsoft To-Do Newly Released To-Do to Outlook Tasks Integration Manage tasks in Outlook or in Microsoft To-Do, both are now kept in sync 41
Microsoft Whiteboard (Preview) Newly Released Preview Windows 10 App Real-time collaboration Multi-user task assignment & tracking Pen-first, touch-first technology Intelligent ink 42 http://bit.ly/2018whiteboardpreview
OFFICE 365 ROADMAP
Microsoft Outlook and Investment Follow the money. Office 365, Teams, and SharePoint leading the way in updates Investment is going to the collaboration and productivity workloads Building stronger case to move to 365 if features is a top consideration Big changes in Skype for Business 44
Significant Coming Releases Automate Track Communicate Manage Integrate Flow For OD4B Forms My Tasks in teams Teams in Outlook Calendar Meetings Improvements Large Meeting Support Teams Guest in a Team and Planner Teams/Skype Integration Yammer Live Broadcase Office 365 Secure Score Industry Average E-discovery and hold updates DL s to Office 365 Groups Office 365 Group Management OneDrive IRM and Share Attack Simulator for Office 365 Threat Intelligence PowerApps SharePoint Web Parts LinkedIn Integration Collaborate and Be Productive 45
RSM US LLP Address City Phone +1 800 274 3978 www.rsmus.com This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This document does not constitute audit, tax, consulting, business, financial, investment, legal or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein. RSM US LLP, its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person. Internal Revenue Service rules require us to inform you that this communication may be deemed a solicitation to provide tax services. This communication is being sent to individuals who have subscribed to receive it or who we believe would have an interest in the topics discussed. RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International. RSM and the RSM logo are registered trademarks of RSM International Association. The power of being understood is a registered trademark of RSM US LLP. 2017 RSM US LLP. All Rights Reserved. 46