M365 and OneDrive

Purpose

• Replace aging legacy systems
• Improved functionality
• Migrate to the Cloud

Microsoft Suite is a multifaceted and dynamic solution making migration a several step
process. For a few weeks, InterDent will operate in two environments, which may present some
challenges. We ask for your patience as migration expands enterprise-wide.

We encourage you to also take advantage of the available resources, such as Google search
and Microsoft training videos. While there may be some initial difficulties, we believe this
change will lead to long-term improvements in how we work, communicate, and collaborate.

This is just one of many steps we will take this year to make InterDent’s technical infrastructure
best-in-class. Operations will lead the company in adoption, specifically Office.com and
OneDrive.

Thank you for your “can-do” attitude and support. Together, we will make this transition a
success and continue to enhance our work environment.

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Table of Contents
Migration overview ............................................................................................................ 2
Purpose ................................................................................................................................... 2
Timeline .................................................................................................................................. 2
M365 - Introduction .......................................................................................................... 3
Outlook .................................................................................................................................. 4
Leave “Try new Outlook” set to Off .............................................................................. 4
Changing Inbox from Focused/Other to All/Unread ............................................ 4
Reverting to the “Classic Ribbon” ................................................................................. 5
Email Signature .................................................................................................................... 5
Attaching Files in Email ..................................................................................................... 8
Teams ....................................................................................................................................... 9
Scheduling a Meeting ....................................................................................................... 9
Meetings while Traveling ................................................................................................. 10
Teams Training Videos ...................................................................................................... 10
Cloud File Storage .............................................................................................................. 10
OneDrive – Replaces Legacy H:\Drive ......................................................................... 10
Opening and Sharing files from OneDrive ................................................................ 10
SharePoint – Replaces Legacy Department/Shared Drives .................................. 12