End User Training: Make Sure Clients Get the Most Out of Office 365

In all the hustle and bustle to get Office 365 up and running for customers, don’t let them forget that any new technology is useless unless their people know how to use it.

Aldrin Brown, Editor-in-Chief

September 10, 2016

2 Min Read
End User Training Make Sure Clients Get the Most Out of Office 365

So you managed the big migration and your customer is now comfortably set up on Office 365.


But serving as a “trusted advisor” means ensuring you haven’t allowed your client to overlook the critical importance of end user training to maximize the return on their investment.

“There are so many features and applications in Office 365, you can’t possibly expect employees to understand or implement them all at once,” wrote Dan St. Hilaire in a recent blog post for KnowledgeWave.    

“It’s your job, along with your leadership team, to prioritize where your team is likely to get the most value right out of the gate,” he continued. “Then tailor your training to your organization’s top priorities.”

St. Hilaire offered three things decision-makers should keep in mind when thinking about an organization’s optimal utilization of Office 365:

1. Carefully Focus Initial Training

That means targeting your training on desired employee behaviors that improve productivity and workflows. Want employees to stop exchanging file attachments via email? Then conduct an initial training on storing and sharing of files using SharePoint or OneDrive for Business.

Want your team to communicate more effectively? Set up a session that gets in the weeds about Groups or Skype for Business.

2. Training Should Be Iterative

After getting the crew up to speed on the top Office 365 priorities, start fanning out to the next tier of behaviors you need addressed.

“Now it’s time to cycle back and figure out the next few things that will bring value to your organization and do the whole behavior change training cycle again,” the blog states.

Users will be surprised at how much change can be accomplished after a few iterations.

3. End User Training in Perpetuity

Now that the critical mass of the organization has a solid handle on key features of Office 365, you’ll want to evolve your strategy to one of ongoing training.

St. Hilaire says this is important for a number of reasons.

“New employees come on board and need to learn your new ways of working,” he said.

“Long-time employees get rusty and need review, or they might change positions and need new skills,” St. Hilaire continues. “And most importantly: updates happen.”

 He recommends organizations consider one of the many training-as-a-service options now available for Office 365.


Send tips and news to [email protected].

Read more about:


About the Author(s)

Aldrin Brown

Editor-in-Chief, Penton

Veteran journalist Aldrin Brown comes to Penton Technology from Empire Digital Strategies, a business-to-business consulting firm that he founded that provides e-commerce, content and social media solutions to businesses, nonprofits and other organizations seeking to create or grow their digital presence.

Previously, Brown served as the Desert Bureau Chief for City News Service in Southern California and Regional Editor for Patch, AOL's network of local news sites. At Patch, he managed a staff of journalists and more than 30 hyper-local and business news and information websites throughout California. In addition to his work in technology and business, Brown was the city editor for The Sun, a daily newspaper based in San Bernardino, CA; the college sports editor at The Tennessean, Nashville, TN; and an investigative reporter at the Orange County Register, Santa Ana, CA.


Free Newsletters for the Channel
Register for Your Free Newsletter Now

You May Also Like