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Microsoft 365 Pro-Series (22:14)


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Hey there, welcome! Thanks for joining our Microsoft 365 certification.

My name is JC, and I'm part of the SherWeb marketing team.

These videos are designed to give you a complete overview of Microsoft 365.

In the course, we'll cover why it's the next logical step for your customers' environment. And how it can help you manage tenants and organizations more efficiently. So essentially, a win-win!

But most importantly, we'll give you tips on how you can use Microsoft 365 to better engage your customers. And, how to make money out of it.

This training is split into four sections:

  1. What Microsoft 365 is;
  2. Its key benefits, for end-users and resellers;
  3. How to set it up;
  4. And how to sell it profitably

You can watch the videos at your own pace. And when you're ready to review everything, click on the button that says 'Get Certified'.

When you pass, you'll be officially Microsoft 365 certified!

Happy watching, good luck on your exam, and most importantly, have fun!

Hey, I'm Sophie! In this video, I'm going to give you a general overview of Microsoft 365.

Simply put, Microsoft 365 is Office 365, Windows 10, and key features of Enterprise Mobility and Security. All of which can be managed from within a single console.

At its core, Microsoft 365 is:

  • the latest versions of Office apps, installed on all devices;
  • data, protected across both company-owned and personal devices;
  • and a convenient platform where everything's always kept up to date

To better understand why Microsoft launched this new solution, let's take a brief look at the state of the current workplace.

So a recent report by Microsoft showed that:

  • 50% of the global workforce will go mobile by 2020. And people will spend about 50% more time on collaborative activities.
  • 59% of employees expect their employers to provide state-of-the-art technology when considering a new job.
  • And 41% of employees report that they spend more time working away from their desks than they did 2 years ago.

But what do these numbers actually tell us? That the workspace is evolving-and rapidly.

Which means your customers need to adapt quickly if they want to accelerate their growth and attract top talent.

The key takeaways from the numbers are the importance of collaboration, device management, and, as a result of all these, security. These challenges aren't vertical specific-they concern the daily business processes that affect all SMBs.

Which is why Microsoft built their latest solution with SMBs in mind. So let's take a closer look at each of these three pillars.

First up, collaboration.

It's central to all businesses. And the key to successful collaboration is seamless and open communication. With Microsoft 365, you get access to all of the Office 365 apps, such as Outlook, Teams, Word, and OneNote. These'll keep your customers working efficiently and in sync with one another.

Second, device management.

It's safe to assume your customers have personal iPhones or Android phones. And that they access their email and company data from these devices.

So what happens if an employee loses a device? Or leaves their organization? Microsoft 365 ensures that when something like this happens, you can protect your customer's data. All you need to do is visit the admin portal and perform a selective wipe of company data from any device. This'll leave all personal data untouched.

And the third and final pillar is security.

We've seen an almost exponential rise in the number of cyber attacks over these last couple years. And if you're thinking this doesn't concern you because you only deal with SMBs, think again-43% of cyber attacks target SMBs. So this is in fact a real threat to your customers.

For instance, can you tell if all your customers are running the latest Windows OS? Probably not. It's really hard to have a clear picture of who's using what. You can have people in the same office running outdated versions of Windows. Which leaves them open to attacks. This is where Microsoft 365 comes into play. Your users' operating systems get updated every time there's a new feature so their data always stays secure.

Microsoft 365 also gives businesses greater control over what their employees share and what software they can use. Which takes care of yet another security issue-data breaches caused by users themselves.

And to wrap things up, you should know there are two versions of Microsoft 365 available: the Business edition and the Enterprise edition. To work out which is best for your clients, check out our Microsoft 365 webpage-you'll find the link just below the video.

So there you have it! We've briefly touched on all the major parts of Microsoft 365. And in our next video, we'll show you how Microsoft 365 benefits end customers.

Thanks for watching! If you need more info on Microsoft 365, feel free to give us a call!

Hi, I'm JC, and I'm here to talk to you about the end-user benefits of Microsoft 365. When we're done, you'll have a better understanding of why this solution is such a great product for your customers.

The name Microsoft 365 is no doubt similar to Office 365. And as Microsoft 365 includes Office 365, things can get a little confusing.

But don't worry-I'm going to clear up any confusion you may have.

So the Office 365 suite is a standalone solution that mainly focuses on boosting business productivity.

It includes some of Microsoft's most well-known apps, such as Word, Excel, PowerPoint, and Teams.

And as part of its ongoing effort to improve the way businesses work, Microsoft has basically taken Office 365-its most popular product-and packaged it with complementary solutions. Namely, Windows 10 and Enterprise Mobility and Security.

Now, if your customers are already using these solutions individually, then the main benefit of Microsoft 365 is simple-reduced cost.

A Microsoft 365 license is considerably cheaper than paying for the three solutions separately.

Making it a cost-effective solution that works for any business.

But if a customer doesn't already use Windows 10, Enterprise Mobility and Security, or even Office 365, you've got a bit more work to do. But we can also help you with that.

Microsoft 365 is the all-in-one solution for your customers' workspace.

You already know it improves collaboration, device management, and security.

But HOW does it help your end customer with their day-to-day tasks?

To address this, I'll run through the ways Microsoft 365

can help end users achieve more,

empower their employees,

offer first-class protection,

and streamline their overall IT process.

All right, so let's get started.

First off, it's a simple fact-the smoother your customers' communication process is, the more successful they'll be.

But what makes Microsoft 365 so special is that these connections are easy to use and manage.

By leveraging the latest AI and machine learning tools, their employees will be able to collaborate together-through ink, voice, touch, and more.

OneNote converts handwriting to text, and you can even dictate emails and documents with accurate speech-recognition software. Letting your customers work in whichever way suits them!

Moving on, you want to help your customers take charge of their own productivity. With Microsoft 365, all their documents are kept up to date and are accessible from anywhere.

They can create, edit, and share files anytime-from their PCs, mobile phones, or tablets-with a consistent and user-friendly experience.

One of the productivity highlights is Delve.

This app helps teams be as effective as possible by streamlining collaboration projects.

It also helps employees easily find the latest files that have been shared with them, so they can stay on top of all their work.

With these great tools, they'll no longer be confined to the office.

Instead, they'll be able to work as part of a team on any device, from anywhere.

Next up is security.

Data's at the heart and soul of what your customers do.

So you need to safeguard their company and customer data, as well as intellectual property, with enterprise-grade

security solutions

Microsoft 365 protects company data across all devices from threats and human error.

BitLocker, BitLocker to Go, and Windows Information Protections all ensure that data is encrypted and accessible only by authorized users.

And now we're at our last point-streamlining IT processes.

On average, SMB owners spend about 30 hours a week doing admin tasks. That's almost a full-time job in itself.

This is because many customers are flooded with different solutions, which unfortunately don't always work together. So it becomes much harder to manage things on the IT end.

With Microsoft 365, though, things are much simpler because there's just a single IT console for managing devices and services.

And as we all know, everyone's happy when IT processes are straightforward.

Today, SMBs face a more dynamic workplace. They need to provide their employees with tools that streamline collaboration and also support remote work.

And they're also looking to protect their businesses from internal and external threats. This makes Microsoft 365 the ideal business solution.

I hope you now have a clearer understanding of all the main end-user benefits of Microsoft 365. In our next video, we'll move on to discuss how Microsoft 365 benefits you, the reseller.

Thanks for watching! If you need more info on Microsoft 365, feel free to give us a call!

Hi, I'm Sophie, and I'm here to talk to you about the key benefits of Microsoft 365 for resellers like you.

The two main benefits I'm going to cover with you today are simplicity and profitability. Because who doesn't want these from a solution when working to improve a customer's productivity AND protect their data from both external and internal security risks? It's honestly a perfect package.

But the main feature that makes Microsoft 365 so simple for MSPs is the portal. It allows you to manage the entire tenant's environment from one platform. From the admin portal, you can:

  • Centralize control of company data on personal devices
  • Reduce risks with security features that have been designed specifically for SMB customers
  • Apply a consistent security configuration profile and establish a baseline of security policies across all managed devices
  • And, configure devices consistently to help ensure that your customers' data and devices are protected from malware and external threats

Plus, once you've set up an organization, login and setup are easily configured whenever a new PC is added. Meaning you'll no longer be bogged down, wasting precious time completing simple admin tasks. Instead, you'll have the time to concentrate on other, more important projects. Such as growing your business.

There are two reasons why Microsoft 365 is a profitable addition to your product portfolio.

First, since you get much more than just Office 365 with this product, you can charge fees for maintenance and support. It's a product that covers most of your customers' environment. So they'll understand that it requires more work from you.

A key benefit of this solution for your customers is its enterprise-grade security. But it's also a benefit for you. Because it's the perfect opportunity for you to become more involved with your customer's business, which increases stickiness.

Here's how: Security issues are at the forefront of every business owners' mind. And that isn't going to change anytime soon. But more often than not, there's no one within their staff who's dedicated to IT security.

By allowing you to offer a robust security solution, Microsoft 365 opens the door for you to become your customer's trusted business partner. One who can take care of their security and guide them through all the pitfalls of the "Bring Your Own Device" phenomenon.

The key takeaway is this:

Microsoft 365 makes IT easier to manage for your company. You can manage all your IT services in one place, securely, and minimize overheads so you can focus on what matters-your business.

I hope you now have a clearer understanding of why Microsoft 365 is a great addition to your portfolio, in terms of profit and future growth.

In our next video, we'll walk you through all the steps of setting up Microsoft 365 for your customers.

Thanks for watching! If you need more info on Microsoft 365, feel free to give us a call!

Hi, I'm JC! And in this video, I'm going to walk you through all the steps of setting up Microsoft 365 for your customers. Let's dive right in!

All right. So we start things off in the Microsoft 365 Business admin center. At the top, you'll see the first-time setup banner. To start your first-time setup experience, go ahead and click the Continue setup button.

Since many businesses have custom domain names, you can easily connect to a domain you already own as an admin. For this scenario, we'll assume you don't have a custom domain and will continue using the Microsoft 365 domain you already own.

From this screen, you can easily add new users to your tenant.

Moving on, the next screen lets you assign licenses to users who are currently unlicensed. You'll see a list of users who don't need licenses for this quick-start guide, so we'll skip this step.

If you've been using a different email service, you can migrate your mailboxes to Exchange online. We'll assume you don't have a different mail service, so we'll go ahead and skip this step.

These settings let users safely access their email and work files on their mobile devices, without you needing to manage the devices or any personal user information. If a device is lost or stolen, admins can remotely wipe company data without affecting any personal data.

When a user connects a Windows 10 device to your organization, they'll automatically receive the settings you've configured. You can also make sure users get the latest version of Office installed on their devices.

Okay, and we're back in the admin center! Here, you can also configure Device Polices and take Device Actions. Let's look at Device Policies first.

If you completed the first-time setup steps, you'll notice that you've configured 5 device polices so far. All you need to do is click on a device policy to review it.

Next up are Device Actions. The admin center also lets you take actions against devices that are enrolled in your Azure active directory. At this point, you won't have any devices enrolled.

Essentially, though, if you have an enrolled Windows or mobile device, you can easily remove company data from it. You can also factory reset a Windows device remotely.

That's about it for this video! These instructions will help you easily set up all of your customers' Microsoft 365 accounts. And in our next tutorial, we'll take a look at how you can sell Microsoft 365 profitably.

Thanks for watching! If you need more info on Microsoft 365, feel free to give us a call!

Hi, my name is David, and I'm part of the Sales team here at SherWeb. I'm going to show you the best way to get on track to close as many deals as possible with Microsoft 365.

Okay! Before we get into details that are specific to reselling Microsoft 365, you need to make sure you're covering all the bases in your sales pitch:

  • Addressing customer challenges directly
  • Getting the decision maker on board
  • And adjusting your pitch to suit your audience

Now, it's highly unlikely that you'll run into SMBs who have no problems whatsoever concerning collaboration, device management, or security. So make sure to use the information you learned in the end-user benefits video to frame Microsoft 365 as the solution to your client's individual needs.

Here's a list of questions you should be asking the decision maker to get a better idea of how they run their business. The answers they give will ultimately help you figure out a solution that works for them.

  • In your course of business every day, how do your people work together or connect with customers?
  • Is it some combination of meetings, phone calls, and email?
  • What about remote employees or people in the field?
  • How do you make sure your teams are always accessing the right versions of their documents, regardless of their devices?

Okay, so you've asked these questions and surveyed their situation. Now, let's take a look at two of the most common challenges that SMBs face and how Microsoft 365 can solve them.

First up is a lack of IT resources. You'll need to emphasize that with Microsoft 365, your customers don't have to deal with a complex IT process to set things up. It simplifies this process so their employees can get to work quickly. Microsoft 365 offers streamlined device and application management. Essentially, they'll save time by being able to easily configure security features and settings in one place. Spending the rest of their time on projects that'll help grow their business without interruption.

The second challenge is a mixed team of on-site and remote employees. Often, the issue here is managing company networks and documents efficiently. And to that end, Microsoft 365 is built with mobility in mind to help teams work effectively wherever they may be. It simplifies and secures access with a single login for all services and devices. Making it easier for employees to access their work, anywhere, from any device.

Of course, these are just two of the arguments that should be part of the discussion of why your customers need Microsoft 365. There are certainly more things you could discuss. And as you talk to more customers, you'll be able to put together a list of your own.

Now, the final piece of the puzzle is getting the decision maker onboard. To start closing the deal, you need to show how Microsoft 365 is the solution to your customers' three biggest challenges. Ask questions like:

  • Can you see how Microsoft 365 would help your employees to collaborate more effectively?
  • Can you see the importance of protecting your data, across internal and external devices?
  • Can you see how you will save time on day-to-day admin tasks?

If the decision maker answers "Yes" to these questions, then you know you're ready to make your move. Although don't put any pressure on the customer-if they have questions they want answered, now's your chance to relieve their doubts!

Once you've gotten positive feedback, you should present a realistic timeline for implementing this solution and the associated costs of the project.

Now, with all that covered, you have all the tools in your belt to close any deal confidently.

Thanks again for watching! This was the final video in this pro-training series.

Ready to take the test? Click on the button and get certified. Good luck!

If you need more info on Microsoft 365, feel free to give us a call!

Introducing Microsoft 365 (1:24)


Microsoft Features (4:18)


Microsoft 365 - Benefits (9:16)


Microsoft 365 - Deployment (3:17)


Microsoft 365 - How to Sell it (4:39)


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