At 3grow, we specialise in delivering Microsoft 365 training that’s practical, tailored, and aligned to real-world needs. This skills roadmap will help you navigate your journey from beginner to expert, with clear milestones and suggested training along the way.
Step 1: Foundation – Building Basic Microsoft 365 Literacy
Beginners should start with a focus on understanding key Microsoft 365 apps such as Outlook, OneDrive, SharePoint, Teams, Word, Excel, and PowerPoint. At this stage, the objective is to get comfortable using the Microsoft 365 interface and learn how the different apps integrate.
Key Skills:
- Managing email and calendars in Outlook
- Saving and syncing files with OneDrive
- Creating and sharing documents via SharePoint and Teams
- Basic collaboration and chat using Teams
- Basic document formatting in Word and PowerPoint
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Step 2: Intermediate – Enhancing Collaboration and Productivity
Once users are comfortable with the basics, the next step is to deepen skills around productivity, team collaboration, and basic automation. Understanding how to leverage SharePoint for effective content management and how Teams integrates with Planner, OneNote, and other apps is vital.
Key Skills:
- Creating and managing SharePoint document libraries
- Using Teams channels and tabs for efficient teamwork
- Using Microsoft Planner for basic task management
- Collaborating in real time on Office documents
- Introduction to Microsoft Forms and Bookings
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Step 3: Advanced – Automating and Streamlining Workflows
At the advanced level, users begin automating processes, managing document lifecycles, and analysing data insights. This stage introduces the Microsoft Power Platform, which is crucial for those seeking to improve operational efficiency and business logic within Microsoft 365.
Key Skills:
- Creating flows using Power Automate
- Building custom apps with Power Apps
- Designing SharePoint lists with workflows and metadata
- Creating dashboards and reports with Power BI
- Understanding Microsoft Purview and retention policies
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Step 4: Expert – Governance, Security & Adoption
Reaching expert level involves not only mastering tools but also understanding Microsoft 365 from a strategic perspective — including governance, compliance, tenant administration, and organisational adoption strategies. This is ideal for IT professionals, power users, and team leads.
Key Skills:
- Managing Microsoft 365 tenant settings and security
- Implementing governance and compliance policies
- Driving user adoption through change management strategies
- Planning deployment and configuration of Microsoft technologies
- Utilising Microsoft 365 usage analytics and report insights
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Certifications to Consider in 2025
If you’re looking to validate your skills and advance your career, pursuing official Microsoft certifications can be a smart move. Here are some of the key Microsoft 365 certifications expected to remain relevant in 2025:
- Microsoft Certified: Microsoft 365 Fundamentals (MS-900)
- Microsoft Certified: Teams Administrator Associate (MS-700)
- Microsoft Certified: Power Platform App Maker Associate (PL-100)
- Microsoft Certified: Power BI Data Analyst Associate (PL-300)
- Microsoft Certified: Security Administrator Associate (SC-900)
Ready to Start Your Microsoft 365 Journey?
Whether you’re onboarding new employees, upskilling IT teams, or preparing individuals for Microsoft certifications, 3grow offers instructor-led Microsoft 365 training courses across a wide range of topics and roles. Our expert trainers bring real-world insights into every session, ensuring your team gains practical skills that stick.
Talk to us about creating a custom learning pathway for your team, or browse our upcoming public training sessions to see how we can help you move from Microsoft 365 beginner to expert — all set for 2025 and beyond.