Unlocking Microsoft 365: 5 Features You're Missing Out On

You’re Already Paying for These Microsoft 365 Features, Are You Using Them?
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Most small businesses pay for Microsoft 365 every month but only use it for email, Word, and maybe OneDrive.

The reality is that Microsoft 365 includes powerful tools you’re already paying for that can help you save time, work more efficiently, and improve security—if you know where to find them.

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Here are five features you can start using right now to get more out of your subscription.
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1) Microsoft Bookings: Let Clients Schedule Themselves
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Microsoft Bookings gives you a simple online booking page that clients can use to schedule meetings with you. It connects to your Outlook calendar so clients only see times you are actually available.

This can eliminate the back-and-forth emails trying to find a meeting time. If you already pay for Calendly or a similar tool, you may be able to replace it with Bookings to simplify your workflow and reduce IT spend.
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2) Power Automate: Automate Everyday Tasks
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Power Automate lets you create “flows” that handle repetitive tasks automatically.

For example:

• Save email attachments to SharePoint or OneDrive automatically.
• Get a Teams notification when a client submits a form.
• Add new clients to your CRM without manual entry.

Even small automations like these can add up to hours saved each month for your team.
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3) Teams Features Beyond Chat

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Most businesses use Teams for meetings and chat, but it can do much more:

• Replace your phone system with Teams Phone.
• Use Approvals to track and manage requests.
• Organize files within Teams using SharePoint integrations.
• Enable live captions during meetings for accessibility.

Using more of what Teams offers can help your staff work in one place instead of switching between multiple platforms.

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4) Data Loss Prevention (DLP): Protect Sensitive Information
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Microsoft 365 includes Data Loss Prevention policies to help protect sensitive information like credit card numbers and social security numbers.

You can set it up to automatically detect this data in emails or documents and either block it from leaving your organization or alert the user before they send it.

This helps protect your clients and your business while reducing the risk of human error.
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5) Microsoft Loop: Better Collaboration in Chats and Emails

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Microsoft Loop lets you create collaborative checklists, tables, and notes directly inside Teams chats and Outlook emails. Everyone can see updates in real time without managing different versions in separate documents.

This is a simple way to keep project notes organized and your team aligned without adding more apps to your workflow.

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Don’t Leave Value on the Table

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You are already paying for these Microsoft 365 features, and using them can help you save time, improve security, and make your team’s workday easier.
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If you want help getting these features set up for your business, we can help you get the most from the tools you already pay for.

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Ready to get started?

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Reach out today to see how we can streamline your tech and enhance productivity.

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