Collaborating with OneDrive and OneNote

Office 365 offers a new way of storing files.  Because they are in the Cloud you can access them anywhere, have a synchronised local copy and version control is handled automatically. You can share documents with colleagues so that everyone has access to the same copy of the document, and you can collaborate in real time. This can hugely reduce email and errors.

In this half-day course, we will show you how to use OneDrive and OneNote so you can collaborate more effectively with your colleagues.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

Course overview

What you will learn

In this half-day OneDrive and OneNote course, you will learn:

  • How to share your OneDrive documents
  • How to collaborate in real time and see others’ changes
  • How to manage version control
  • How to create a OneNote notebook, and create and tag your content
  • How to share your OneNote Notebook

Course timetable

Session One

  • Working in the Cloud
  • What is Office 365, OneDrive and OneNote?
  • Creating folders and files in OneDrive
  • Editing in Word Online
  • Editing in the desktop version

Session Two

  • Sharing your OneDrive document
  • Setting read and write access
  • Collaborating in real time and seeing other users’ changes
  • Version control
  • If there’s time: Manage access (check and change what permissions you’ve given to others)

Session Three

  • Creating a OneNote notebook
  • How to plan your OneNote notebooks and when to create a separate one
  • Adding sections and pages
  • Adding content from within OneNote – text, screen clippings
  • Inserting a file vs adding a OneDrive link
  • Send an email to OneNote
  • To Do tags
  • Sharing your Notebook
  • If there’s time: Other Tags, searching your notebook, capture audio or video

This course can be delivered in the classroom or remotely via Zoom. Contact us for availability and pricing.

5 out of 5 stars

Simple and easy to understand and cover in one session thanks

Joanne Spear1 day ago

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020 7375 7300

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

Get in touch

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form below, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a half-day consisting of two 90-minute live online sessions with independent work in between. 

All learners will need to either install Zoom on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

The course will run from 10am to 1pm. Please be careful to arrive by 9.45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Coronavirus Update

While we continue to only run our public courses online, we have reinstated classroom-based training for private group bookings only. We can also host you for room hires – please contact us for further details.

We have made our training centre COVID safe. Please see our full Coronavirus guidance page for details.

For the latest government guidance, please visit the website.

We will continue to monitor the situation and will advise all clients if the situation changes.

If you have any questions or concerns, or would like to arrange some online training, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at


Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

Did you know...

If you're using OneNote and OneDrive as part of the Office 365 suite you may want to tie it in with Teams or SharePoint?

Happy has courses to help you be more productive in both of these Microsoft services, too. Take a look at those listed below.

Introduction to Microsoft Teams: Teams is a new way of communicating and storing files, which keeps everything that happens in relation to a team or project in one place. Find out more

Introduction to SharePoint: SharePoint is the perfect solution for organisations with remote workers and for keeping files safe, secure and backed up. Find out more