Microsoft 365 File Management and Storage Tools Course

Lesson 1 • Microsoft Teams File Storage

Explains how Teams channels store files in SharePoint document libraries. Clarifies the backend connection learners will manage throughout the course.

Lesson 2 • OneDrive Personal Cloud Storage

Introduces OneDrive as the personal file storage layer in M365. Connects individual storage habits to organisational data practices.

Lesson 3 • Choosing the Right Storage Tool

Provides a decision framework for selecting OneDrive, SharePoint, or Teams storage. Prepares students to make intentional storage choices in later chapters.

Lesson 4 • Microsoft 365 Ecosystem Overview

Maps the full suite of M365 productivity and storage tools. Establishes context for how file management fits within the broader platform.

Lesson 1 • Document Libraries Best Practices

Covers library-level settings that enforce organisation at scale. Connects naming and metadata skills to real SharePoint library configuration.

Lesson 2 • Naming Conventions and Standards

Teaches systematic file and folder naming to support search and sorting. Directly reduces time wasted locating files across the chapter's storage tools.

Lesson 3 • Metadata and Column Configuration

Introduces SharePoint metadata columns as an alternative to deep folder nesting. Enables multi-dimensional filtering without duplicating files.

Lesson 4 • Folder Structure Design

Guides students through designing shallow, intuitive folder hierarchies. Applies directly to OneDrive and SharePoint library organisation.

Lesson 1 • Uploading Files and Folders

Covers drag-and-drop, browser upload, and bulk folder upload methods. Establishes the baseline skill for populating OneDrive and SharePoint libraries.

Lesson 2 • OneDrive Sync Client Setup

Walks through installing and configuring the OneDrive sync client on Windows and Mac. Enables seamless local-to-cloud file access covered in later sections.

Lesson 3 • Files On-Demand Feature

Explains how Files On-Demand saves local disk space while keeping files accessible. Students configure this feature to balance performance and availability.

Lesson 4 • Syncing SharePoint Libraries

Extends sync client skills to shared SharePoint document libraries. Connects team storage to the local file system for efficient offline work.

Lesson 1 • Reviewing and Revoking Access

Teaches students to audit current sharing, identify overshared files, and revoke access. Closes the permission lifecycle introduced at the start of this chapter.

Lesson 2 • Sharing Files and Folders

Demonstrates sharing workflows from OneDrive, SharePoint, and Teams. Students practise granting view and edit access to internal and external users.

Lesson 3 • Managing External Sharing

Covers sharing files securely with users outside the organisation. Addresses compliance considerations and admin-level external sharing controls.

Lesson 4 • Sharing Links Explained

Breaks down the four sharing link types and their security implications. Provides the vocabulary and judgement needed for all permission decisions ahead.

Lesson 1 • Recycle Bin and File Recovery

Explains the two-stage recycle bin in SharePoint and OneDrive for recovering deleted files. Prepares students to handle accidental deletion quickly and confidently.

Lesson 2 • Configuring Version Settings

Covers library-level controls for setting version limits and enabling minor versions. Connects organisational policy to practical library configuration.

Lesson 3 • How Versioning Works in M365

Explains automatic versioning in OneDrive and SharePoint and what triggers a new version. Builds the conceptual foundation for all recovery and audit tasks ahead.

Lesson 4 • Viewing and Restoring Versions

Demonstrates how to open version history and restore a prior version of a file. Directly addresses the most common file recovery scenario in workplace settings.

Lesson 1 • Real-Time Co-Authoring Basics

Introduces simultaneous multi-user editing in Word, Excel, and PowerPoint online. Establishes the core collaboration skill that all subsequent sections build upon.

Lesson 2 • Comments, Mentions, and Tasks

Covers in-document commenting, @mentions, and task assignment in Office files. Connects file-level communication to broader M365 notification workflows.

Lesson 3 • Sharing for Review and Approval

Covers structured review workflows using comments, tracked changes, and approval flows. Extends collaboration skills into formal document review processes.

Lesson 4 • Managing Conflicts and AutoSave

Explains how AutoSave prevents conflicts and what to do when conflicts occur. Prepares students to handle edge cases in collaborative editing environments.

Lesson 1 • Large Library Performance and Limits

Addresses SharePoint list view thresholds and strategies for managing libraries with thousands of files. Prepares students to architect libraries that remain performant at scale.

Lesson 2 • Library Automation with Power Automate

Demonstrates building simple flows to automate file routing, notifications, and approvals. Connects library management to broader M365 automation capabilities.

Lesson 3 • Content Types and Templates

Teaches content types as reusable schemas that enforce metadata and templates across libraries. Builds on basic metadata skills from Chapter 2 for enterprise-scale governance.

Lesson 4 • Managed Metadata and Term Stores

Introduces the SharePoint term store for organisation-wide controlled vocabulary. Enables consistent tagging across multiple sites and libraries.

Lesson 1 • Retention Policies and Labels

Explains how retention policies and labels preserve or delete files per regulatory requirements. Builds on library skills to apply retention at site and library levels.

Lesson 2 • Storage Governance and Policies

Covers admin-level controls for storage quotas, external sharing policies, and site lifecycle. Closes the course with strategic governance decisions that protect the organisation.

Lesson 3 • Audit Logs and Activity Reports

Teaches how to search the M365 audit log for file access, sharing, and deletion events. Enables students to investigate incidents and demonstrate compliance.

Lesson 4 • Sensitivity Labels for Files

Covers applying Microsoft Purview sensitivity labels to classify and protect files. Connects classification decisions to encryption and access restriction outcomes.