Introduction to MS 365 Loop

Learners should have very basic familiarity with Microsoft 365. For example, they should know how to use Outlook or Teams at a simple level. No specialist technical skills are required. All demonstrations and exercises are explained step by step.

Target audience

This course is designed for business users, project managers, administrators and anyone who is new to Microsoft Loop. It is also suitable for beginners who want to use Loop to support team communication, planning and shared work.

By the end of the course, learners will be able to:

• Understand the purpose of Microsoft Loop and how it supports collaboration
• Create and organise Loop workspaces and pages
• Build and use Loop components in real time
• Apply Loop to real life scenarios
• Collaborate using Loop inside Teams, Outlook, Planner and OneNote
• Use best practices for sharing, organising and maintaining workspaces

Introduction to Microsoft Loop

• What Microsoft Loop is and why teams use it
• How Loop supports collaboration and shared information
• Key parts of the Loop interface
• Understanding Loop components and how they behave
• How Loop connects with other Microsoft 365 tools

Workspaces and pages

• Creating a workspace with a clear and simple structure
• Adding pages and subpages with meaningful names
• Organising content for clarity and ease of use
• Using components for planning, tracking and information sharing
• When to share at workspace level, page level or component level
• Naming habits and good governance for organised teamwork

Components and collaboration

• Creating and editing components in real time
• Allowing teams to update shared information together
• Using lists, tables, task trackers and voting components
• Understanding how changes sync instantly across the workspace
• Removing clutter and keeping information current

Integrating Loop with Teams, Outlook, Planner and OneNote

• Using Loop components in Teams chats and channels
• Collaborating on shared components within Outlook
• Creating tasks in Loop and understanding how they sync with Planner and To Do
• When to create tasks in Loop and when to use Planner directly
• Using Loop components inside OneNote and how syncing works
• Practical examples of using Loop with different Microsoft 365 apps

Sharing and best practice

• Setting the right permissions for workspaces and pages
• Sharing content with colleagues in a safe and structured way
• Maintaining organised workspaces as teams grow
• Simple habits that support clarity and transparency
• Avoiding common mistakes when sharing Loop content

Restoring and version history

• How version history works in Loop
• Restoring deleted pages when needed
• Understanding how to recover earlier information
• Practical restoration exercise for learners

Exams and assessments

This course does not include a formal exam. Learners take part in informal knowledge checks and practical exercises during the session. These help reinforce key skills and allow learners to test their understanding.

Hands on learning

This course uses a mix of hands-on activities. Learners follow demonstrations, complete short, guided tasks and take part in scenario-based exercises. They practise creating workspaces, building components, using Loop with other Microsoft 365 apps and restoring pages. Instructors provide clear guidance and support throughout each activity.