Microsoft 365 Training Services
Training built for your team. Not someone else’s.
The 365 Collective designs and delivers fully bespoke Microsoft 365 training programs — built from the ground up for your organization, your environment, and the people who will sit in the room. Every format, every subject area, every lab exercise is scoped to what your team actually needs to walk away knowing.
Our Approach
The reason most Microsoft 365 training doesn’t stick has nothing to do with the tools.
Ask most organizations how their last Microsoft 365 training went and you will hear some version of the same answer. The session was fine. People seemed engaged. And then they went back to their desks and nothing changed. The email habits came back. The SharePoint nobody uses stayed unused. The Teams rollout that was supposed to transform collaboration quietly reverted to what people were doing before.
The failure point is almost never the technology and almost never the instructor. It is the gap between what the training was built for and what the participants actually do every day. When a training program is designed for a generic organization — one that does not exist, with workflows that do not match yours, running a version of Microsoft 365 that may not reflect what is live in your tenant — the participants spend the session translating. They are mapping what they see on the screen to what they will find when they get back to their desk. That cognitive distance is exhausting. And somewhere in the middle of it, the thread breaks.
We build every program to eliminate that gap entirely. Before we write a single slide or design a single lab exercise, we understand your organization — what tools you have deployed, how your team currently works, what specific behaviors need to change, and what the environment looks like at the moment of delivery. The result is training where nothing needs to be translated. What participants see in the session is exactly what they will see on Monday morning. That is not a minor distinction. It is the entire reason the training works.
How We Build a Training Program
Every engagement follows the same process — regardless of format or scope.
01
Discovery
We learn your organization — the tools deployed, the workflows in use, the team's current skill level, and the specific outcomes you need the training to produce.
02
Design
We design the curriculum around your environment — your tenant, your file structure, your use cases. Format, depth, and pacing are all scoped to the audience.
03
Build
We build all materials — slides, lab guides, reference cards, facilitator guides — branded for your organization and current at time of delivery.
04
Deliver
We deliver the program onsite or virtually, with live instruction, real interaction, and real answers to the questions your team is actually asking.
Who We Train
The audience changes everything — the language, the depth, the examples, and the pace.
A small business owner who manages their own Microsoft 365 tenant and a frontline employee who opens Outlook and Teams every day are not the same training audience — even if they sit in the same organization. We design every program with the audience defined first, because the right curriculum for one is almost never right for the other.
Small Business Owners
Strategic platform use, license decisions, self-sufficiency
Frontline Workers
Day-to-day tools, simple workflows, practical adoption
Information Workers
Collaboration tools, document management, productivity
Power Users
Advanced features, automation, team champion skills
Admins
Tenant management, governance, security configuration
Most training engagements involve more than one audience — a rollout that needs both an end-user program and an administrator track, for example. We scope each audience separately and design accordingly. The subject matter may overlap. The approach never does.
Training Formats
From a one-page reference guide to a five-day hands-on program. We scope the format to the need.
There is no single right format for Microsoft 365 training. The right format depends on the audience, the complexity of the material, the timeline, and — critically — the organizational culture. A team that responds well to informal, conversational instruction will not get the same results from a structured lecture format, and vice versa. We assess all of it before we recommend anything.
Quick Reference Guides & User Guides
Single-page or short-form reference materials built for your environment — not a generic product walkthrough. Designed to live on a desk, a second monitor, or a shared SharePoint page. Cover the specific features, workflows, and steps your team uses most. Updated to match the version of Microsoft 365 live in your tenant at time of delivery.
Onboarding Materials
Role-specific onboarding programs for new employees. Covers the tools they will use from day one, the way your organization has configured them, and the workflows they will be expected to follow. Eliminates the inconsistency of ad-hoc onboarding and reduces the burden on senior staff and IT to re-explain the same things to every new hire.
Lunch & Learn Sessions
Focused 60–90 minute sessions on a single tool or topic, designed to fit inside a workday without displacing it. Best for introducing a new capability before rollout, reinforcing adoption after one that did not land the first time, or giving a team direct answers to the questions they have been accumulating for months. Delivered live — not a recording.
Instructor-Led Virtual Training
Live, facilitated training sessions delivered via Microsoft Teams. Full curriculum delivery with real-time interaction, Q&A, and the ability to adapt based on where the room is in the moment. Available to clients across the US, Canada, Europe, and Australia. Participants join from any location — no travel required on either side.
Onsite Delivery
In-person training at your location, delivered by J. Scott Clark or a specialist from The 365 Collective team. Best for complex, multi-day programs, organizations with limited remote infrastructure, or teams where in-person instruction and group dynamics produce meaningfully better adoption outcomes. We travel to client sites across the US and internationally.
Multi-Day Programs with Hands-On Labs
Full curriculum programs combining instruction with guided lab exercises across one to five days, delivered onsite or virtually. Lab exercises are built against your Microsoft 365 environment or The 365 Collective's dedicated lab tenant — so participants practice on real tools and real interfaces without any risk to your production environment. Every lab is current at time of delivery, built against the version of Microsoft 365 running in your organization today.
Subject Areas
The full Microsoft 365 platform. Every tool. Every level.
We cover the complete Microsoft 365 product suite — from the collaboration tools your team uses every day to the Power Platform capabilities your developers and administrators build on. Every subject area can be taught at any level, tailored to the specific audience and scoped to the tools your organization has deployed.
A Note on Microsoft 365 Copilot Training
Understanding what Microsoft 365 Copilot can do is table stakes. Most organizations with Copilot licenses have already seen the demos. What they have not seen is the gap between a generic Copilot response and one that actually saves an hour of work — and that gap almost always comes down to how well the user can direct it.
Prompt engineering is a skill most professionals have never had to develop. It is not intuitive, it is not consistent across tools, and it is not something that improves much through trial and error alone. We offer dedicated Microsoft 365 Copilot training that goes beyond feature walkthroughs — covering prompting frameworks, use-case-specific techniques, and the practical skills your team needs to get real, repeatable value from their AI investment. For organizations that have already deployed Copilot and are not seeing the results they expected, this training is frequently the missing piece.
Common Training Scenarios
What brings organizations to a training engagement.
Training needs surface in recognizable patterns. Most organizations come to us through one of the following situations — or some combination of them.
We deployed Microsoft Teams companywide eight months ago. Most of the team uses it for meetings, but everything else still runs through email. We need training that actually changes the behavior — not another overview of the features.
We have Microsoft 365 Copilot licenses but our team isn't getting useful results. They ask it questions and get answers that are technically correct but not actually helpful. We need to teach people how to direct it properly — not just explain what it does.
We onboard 15–20 new staff a year. The process is completely inconsistent — it depends on who happens to be available to walk them through things. We need a structured, repeatable onboarding program we own and can run ourselves going forward.
We just implemented a new SharePoint intranet. The build is done and it looks great. But we need our team to actually know how to use it before we go live — not learn through trial and error after the fact.
Our Power Platform developers are self-taught. They can build things that work — but we know there are better patterns and approaches they aren't aware of. We need a structured program that fills in the gaps and levels everyone up.
We are a healthcare organization and our staff manages sensitive patient communications in Outlook and Teams every day. We need training that covers both the tools and our specific compliance requirements — not a generic Microsoft course.
“I have been teaching Microsoft 365 since before it was called Microsoft 365. The platform has changed enormously. The reason training fails has not changed at all — it is almost always because the program was built for someone else.”
— J. Scott Clark
What You Receive
Everything we build for your training engagement is yours — permanently.
Every deliverable produced for a training engagement — slide decks, lab guides, quick reference cards, facilitator guides, exercise files, and participant workbooks — is branded for your organization and transferred to you as your property upon delivery. You are not purchasing access to content we retain. You are not licensing materials that expire or require renewal. You own everything we produce, outright, from the moment it is delivered.
That distinction matters more than it might seem. The materials we build are specific to your environment — your file structure, your workflows, your configured tools, your team’s terminology. That means they are genuinely useful to your organization in ways that generic training content is not. And because you own them, every new employee who joins after the training date benefits from the same program. The onboarding guide we built for this year’s team is the same one you use next year, and the year after — updated when Microsoft makes changes significant enough to warrant it, but yours to use in the meantime without any additional cost.
IP OWNERSHIP — WHAT THIS MEANS IN PRACTICE
You receive editable source files for all materials. You can update them, expand them, reformat them, and use them to onboard every employee who joins your organization going forward. You are not dependent on us to make changes or grant permissions. The work product is yours — and it reflects your organization, which means it stays useful long after the engagement ends.
Frequently Asked Questions
Common Questions
What Microsoft 365 topics do you train on?
We cover the full Microsoft 365 product suite: Microsoft Teams, SharePoint Online, OneDrive, Outlook, Microsoft Planner, Microsoft Lists, Power Automate, Power Apps, Power BI, Microsoft Copilot, prompt engineering for Copilot, Copilot Studio, Microsoft 365 Admin, Microsoft Entra ID, and Microsoft Purview. Every subject area can be taught at any level, tailored to the specific audience and the tools your organization has deployed.
Can you build training specifically for our Microsoft 365 environment?
Yes — that is the core of how we work. Every program we design is built around your tenant, your deployed tools, your workflows, and your team. We do not teach SharePoint in the abstract — we teach your SharePoint, with your file structure, your use cases, and the scenarios your team will encounter on Monday morning. Labs are built against your environment or our dedicated lab tenant, depending on what is appropriate.
What is the difference between a Lunch and Learn and a full training program?
A Lunch and Learn is a focused 60–90 minute session on a single tool or topic — designed to fit inside a workday. A full training program is a multi-day curriculum with structured instruction, guided lab exercises, and comprehensive materials. The right format depends on your audience, the complexity of the material, your timeline, and your organizational culture. We recommend the format that fits — not the one that is easiest to sell.
Do we own the training materials after delivery?
Yes. All materials — slide decks, lab guides, quick reference cards, facilitator guides, and exercise files — are branded for your organization and transferred to you as your property upon delivery. You receive editable source files. You can update them, expand them, and use them to onboard every employee who joins your organization going forward. No licensing, no renewal, no dependency on us to make changes.
Do you offer Microsoft 365 Copilot training and prompt engineering?
Yes. We offer two distinct Copilot training tracks: a Microsoft 365 Copilot overview (what it does, where it lives in your tools, how to get started) and a dedicated prompt engineering program focused on how to direct Copilot effectively for real work scenarios. Most organizations that have deployed Copilot and are not seeing useful results are missing the second track — understanding what Copilot can do is not the same as knowing how to use it well.
Can you deliver training to a remote or distributed team?
Yes. We deliver instructor-led virtual training via Microsoft Teams to participants in any location — across the US, Canada, Europe, and Australia. Sessions are live and interactive, not pre-recorded. For organizations with a mix of remote and in-office staff, we can design programs that accommodate both delivery formats within the same engagement.
Tell us what your team needs to know.
We will scope a program that fits your organization, your tools, and the outcomes you need to see — and give you a clear picture of what the engagement looks like before you commit to anything.
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