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MICROSOFT 365

Streamline Your Workflow with Microsoft 365 

Harness the Full Potential of Microsoft 365
 

Microsoft 365 is more than just an office suite; it's a powerful cloud-based platform that encompasses a suite of tools designed to streamline communication, enhance collaboration, and increase efficiency. With Microsoft 365, your team can work from anywhere, at any time, on any device, securely.

Process Automation

Collaboration and Communication

Document and Knowledge Management

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echolocity-microsoft-teams
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Services

Echolocity provides comprehensive implementation services designed to tailor Microsoft 365 to fit your unique business needs. From initial setup and configuration to migration and integration with existing systems, we ensure a seamless transition with minimal disruption to your business.

Work Management
Solutions

Streamline your project workflows and improve productivity with our work management solutions. We specialize in setting up and customizing tools like Microsoft Planner, Project for the web, and Microsoft Lists to help your teams manage tasks efficiently, meet deadlines, and deliver projects successfully.

Custom Process
Implementation

Every business is unique, and so are your process flow needs. We work closely with you to develop and implement custom workflows using Power Automate, and configure Power Apps and Power BI ensuring that your project and work management processes are as efficient and effective as possible.

Training and
Support

Empower your team with the knowledge and skills they need to make the most of Microsoft 365. Our training programs are tailored to your business and delivered by experts, covering everything from basic functionality to advanced features. Ongoing workflow development support ensures that your team continues to excel.

What's NEW with Microsoft
Planner

Hosted by: Caroline Henne

Microsoft 365 Favorites 

Why choose echolocity?

Boost productivity

Increase collaboration

Women owned

and led

Simplify complex
data

Train and Enhance

Ready to make the most out of your Microsoft 365 investment?

What's New in Microsoft - May 2025 Webinar | Echolocity
44:08

What's New in Microsoft - May 2025 Webinar | Echolocity

Learn about the latest news and updates from Microsoft in the project management space with Caroline Henne of Echolocity. She discusses updates to AI, Microsoft 365 apps, and the latest project management news you should know from Microsoft. Chapters: 00:00 Introduction 01:15 Microsoft Resources 04:01 Microsoft News Room: AI, Cloud 06:38 Microsoft Project Managment News 07:08 Microsoft Planner Updates 15:39 Teams Updates 20:37 Microsoft Loop Updates 22:00 Centering Copilot AI 29:22 Copilot Agents 35:55 Efforts to Consolidate Solutions ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Start Using Tags in Microsoft Teams | Echolocity
12:42

Start Using Tags in Microsoft Teams | Echolocity

In this video, Caroline Henne of Echolocity reviews the use of tags in Microsoft Teams, which can be incredibly helpful for managing team communications. She cover how to create, manage, and utilize tags effectively, including best practices for their use. She also highlights the importance of adjusting notification settings related to tags. Please take a moment to explore your tags in Teams and consider how they can enhance your collaboration. 00:00 Tags in Microsoft Teams 01:28 Settings for Tags in Teams Admin Center 05:13 Manage Tags in a Team 06:50 Create a Tag 09:58 Change Notification Settings in Teams ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf
Microsoft Loop for Project Management: Part 4 - Teams, Outlook & Key Gotchas | Echolocity
11:03
Microsoft Loop for Project Management: Part 3 - Status & Task Tracking Made Easy | Echolocity
07:34
Microsoft Loop for Project Management: Part 1 - Mastering Meetings  | Echolocity | Microsoft 365
16:32

Microsoft Loop for Project Management: Part 1 - Mastering Meetings | Echolocity | Microsoft 365

Learn how to use Microsoft Loop for better meeting management, effective action item logging, and a more interactive and collaborative meeting experience. In this video, Caroline Henne of Echolocity demonstrates how to use the Microsoft Loop App as a project manager. This video is part of a multi vide series highlighting Microsoft Loop key features and functionality and how it can be used to successfully manage projects and stakeholders for the best results. Caroline, a certified Microsoft expert, walks through how to set up Loop Workspaces for each project and how to configure meeting notes for both a single and recurring meetings. Join us to level up your Loop skills! Reach out to Echolocity if your team needs training on how to manage projects within Microsoft Teams and beyond. Echolocity is a Microsoft Partner and trains on project management best practices using Microsoft 365 platform and apps. Chapters: 00:00 Introduction to Loop 02:18 Loop Workspaces 04:14 Loop Meeting Notes (Single) 08:05 Loop Notes in a Teams Meeting 12:00 Loop Meeting Notes (Series) ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Microsoft Loop for Project Management: Part 2 - Organizing Project Documents | Echolocity
05:51

Microsoft Loop for Project Management: Part 2 - Organizing Project Documents | Echolocity

Caroline Henne of Echolocity continues demostrating how to use Microsoft Loop for Project Managment. In Part 2, she shows how to create a Project Charter and other Project Documents in Loop, and how to add links and other project files to a Loop workspace. Chapters: 00:00 Intro 00:20 Create a Project Charter in Loop 01:16 Tag others and add comments in Loop 02:25 Create a PDF from a Loop page 03:10 Create a structured Feedback page in Loop 04:33 Add links and attach files to Loop workspace ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Microsoft Copilot Turns 2 - Webinar | Echolocity
44:19

Microsoft Copilot Turns 2 - Webinar | Echolocity

Join Caroline Henne and Molly Yanus of Echolocity to celebrate the 2nd birthday of Microsoft's AI tool Copilot. They walk through the development of Copilot within the "AI boom", review key workflows for using Copilot, and look ahead to the development of Copilot Agents. Check it out to learn all about Copilot and how to effectively leverage this powerful tool. Chapters: 00:00 Introduction 03:09 Resources for Copilot 06:27 The "AI Boom" and Copilot 11:00 What is Copilot and how does it work? 15:40 Copilot + Microsoft Apps 21:08 Copilot for Content Generation in Outlook and Loop 23:50 Copilot Prompts 28:20 Copilot Productivity Support in Teams 29:15 Copilot + Microsoft Power Platform 32:07 PM Agent in Planner 38:55 Gotchas, Tips + Opportunities ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
Smartsheet & Microsoft Working Together | Project Management | Integration | Collaboration |
54:31

Smartsheet & Microsoft Working Together | Project Management | Integration | Collaboration |

Join Caroline Henne and Molly Yanus from Echolocity as they explore the powerful integration between Smartsheet and Microsoft tools. This webinar covers: ✅ Recent Updates: Highlights from Microsoft Ignite and Smartsheet's annual user conference. ✅ Integration Overview: Discover the benefits of combining Smartsheet and Microsoft. ✅ Built-in Integrations: Detailed demonstrations of Smartsheet with Teams and Outlook. ✅ Advanced Integrations: Using Power Automate and Power BI for complex workflows and reporting. ✅ Practical Considerations: Best practices for deciding when to use Smartsheet vs. Microsoft tools. Enhance your team's productivity by leveraging the strengths of both platforms. Watch now to learn how! ➡️Resources for You: Our Website - https://echolocity.com/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️About Echo Consulting DBA Echolocity We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working. ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup
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