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Office Suite User Demo

Demo Guide

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2016 Microsoft. All rights reserved.

Contents
Prerequisites.................................................................................................................................................................. 5
Software and Hardware.............................................................................................................................................. 5
User Accounts............................................................................................................................................................. 6
First-time Device Installation and Configuration Steps............................................................................................... 6
Device Installation and Configuration Steps.................................................................................................................. 6
Install Office Applications............................................................................................................................................ 6
Download Demo Assets.............................................................................................................................................. 7
Verify Word Editor Activation...................................................................................................................................... 8
Upload Assets to OneDrive......................................................................................................................................... 9
Populate Email Replies................................................................................................................................................ 9
Install Mobile Applications........................................................................................................................................ 10
iOS......................................................................................................................................................................... 10
Android.................................................................................................................................................................. 10
Pre-demo Setup Steps.................................................................................................................................................. 11
Primary PC................................................................................................................................................................ 11
Secondary PC............................................................................................................................................................ 13
Mobile....................................................................................................................................................................... 14
Strategy for which features to show............................................................................................................................ 15
Office Suite User Demo Steps...................................................................................................................................... 16
Introduction.............................................................................................................................................................. 16
Intelligence............................................................................................................................................................... 16
Collaboration............................................................................................................................................................ 27
Mobility..................................................................................................................................................................... 29
Reset Instructions........................................................................................................................................................ 33

Prerequisites
Software and Hardware

Primary device: Surface Pro 4 (or other)

Secondary device: Surface Pro 4 (or other) for collaboration

Mobile Device (Android phone/tablet OR iPhone/iPad)

Windows 10 Anniversary Update

Office desktop apps Word, Outlook and PowerPoint installed via Office 365

OneNote Windows 10 App

You will need a Microsoft Office Demo (MOD) Office 365 tenant to install the Office desktop apps and
complete this demo. You can obtain a demo environment at https://demos.microsoft.com. If you have not
created a demo tenant before, follow these steps:
1. Open a browser and navigate to https://demos.microsoft.com/
2. Choose Microsoft User Login and log in with your Microsoft employee credentials.
3. In the left navigation, click Tenants.
4. Click the + sign to create a new tenant (effectively, "tenant" = Office 365 demo environment).
5. Select Quick Tenant from the two options.
6. Select the option for Standard Office 365 Demo Content (recommended).
7. On the next menu, leave Add-ons blank, and then click Next.
8. On the Create Quick Tenant page, click Finish.
9. You should be returned to your Tenants page, where you will see your tenant information.
10.Make a note of the number formatted MOD###### as that is now the custom part of your demo user
account below (where MOD###### is what you use to replace <Tenant> in all user account emails and
URLs below).

User Accounts
Megan Bowen (alias MeganB) is the typical account used in MOD Hero demo modules. If this MOD Hero module
requires a different logon account, or if additional accounts are needed, the information is provided in the Pre-demo
Setup Steps.

Office 365 tenant: https://<Tenant>.sharepoint.com/sites/contoso

User name:

MeganB@<Tenant>.onmicrosoft.com and AlexW@<Tenant>.onmicrosoft.com

Password:

pass@word1

First-time Device Installation and Configuration Steps


If this is the first time you are setting up and using the demo environment, complete these Device Installation and
Configuration Steps. Otherwise, continue to Pre-Demo Setup Steps.

Device Installation and Configuration Steps


Complete the following device installation and configuration steps once for your demo environment:
Note: In order to ensure Office applications are the most recent updated versions, it is recommended to uninstall
Office from your demo machine and re-install from your demo tenant using the following process.

Install Office Applications


1

Navigate to http://portal.office.com

11.Sign in using the following credentials:


a. Primary PC:
User name: MeganB@<Tenant>.onmicrosoft.com
Password: pass@word1
b. Secondary PC:
User name: AlexW@<Tenant>.onmicrosoft.com
Password: pass@word1
12.At the top left, click App Launcher

, and then click Admin.

13.On the Welcome to the new Office admin center message, click next or click X to close.
6

14.If prompted to update admin contact info, click cancel.


15.In the Admin center, under Home, click in the search bar.
16.Type Software download.
17.Click the result for Software download settings.
18.Under How often do you want users to get feature updates for Office 2016 apps?, ensure Every
month (Current channel) is selected.
19.Click Save and then click Close.
20.At the top left of the screen, click Office 365.
21.At the top right corner of the screen, click Install Office 2016.
22.When prompted, click Save, and then click Run.
23.Follow the prompts to install Office 2016.

Download Demo Assets


1

In a separate browser session, sign in to the https://demos.microsoft.com site.

24.Navigate to your Office Suite User Demo card.


25.Click the icon for the asset file Office Suite User Demo Assets.zip.
26.Save the file to your local machine.
27.Right click the .zip file and select Extract All
28.Click Extract.
29.In the extracted folder, use cut or copy to move all documents to your computers Documents folder.
30.Move all images to your computers Pictures folder.

Verify Word Editor Activation


Note: Editor is in the process of rolling out, so your demo environment may or may not be enabled at the time you
set up for your demo). Check it is working as desired, or change settings, using the following instructions:
1

Open The Amazon Rainforest.docx

31.Verify that the grammar markings are visible in the document as show in the image below.

32.If you do not see the marks as shown above, complete these steps:
a. Navigate to the location where you extracted the Office Suite User Demo Assets folder.
b. On the ribbon, click the View tab and in the Show/hide section, ensure the File name extensions
box is checked.
c. In File Explorer, locate the EnableEditorP1.txt file.
d. Right-click on the file and choose Rename.
e. Replace the .txt file extension with .reg.
f.

If prompted to confirm the change, click Yes.

g. Double click to run the file.


h. Click Yes at all prompts until you receive a confirmation message, then click Ok.
i.

Minimize File Explorer.

j.

Close Word.

Upload Assets to OneDrive


1

In the browser session, click App Launcher, then click OneDrive.


8

33.In the top navigation, click Upload then select Files.


34.Browse to the location where you saved the demo assets.
35.Hold CTRL and click to select the documents Contoso NextGen Camera Product Planning.docx,
Interior Design.pptx, and Q3 Asia Shipping Budget Review.
36.Click Open.
37.Wait for the files to upload.
38.Click the checkbox to select Contoso NextGen Camera Product Planning.docx.
39.In the top navigation, click Share.
40.Under Invite People, in the Enter a name or email address field, type AlexW.
41.Select Alex Wilber from the results.
42.Click Share.
43.Repeat steps 33-37 for Interior Design.pptx, and Q3 Asia Shipping Budget Review.
44.Close the browser.

Populate Email Replies


1

On the secondary PC, navigate to http://<Tenant>.sharepoint.com

45.Sign in using the following credentials:

User name:

AlexW@<Tenant>.onmicrosoft.com

Password:

pass@word1

46.Click App launcher, then click Mail.


47.Click New.
48.In the To: line, type Megan and select Megan Bowen, then type Lidia and select Lidia Holloway.
49.Type the following into the email. Select Megan Bowen when you type the @Megan portion.

Subject: Please send files.

Body: We are ready for the next phase of the design project. @Megan Please send the most up to
date files so we can collaborate.

50.Click Send.
51.Close the browser.
9

Install Mobile Applications


This section is only required if you are including Mobility features in your demo (recommended if possible; see
recommendations based on timing in table below).
iOS

Note: If you already have the applications installed, you will need to run updates to ensure you have the most recent
versions. You can update your installed apps by going to the App Store and selecting Updates.
1

Open the App Store.

52.In the Search bar, type Microsoft Word.


53.Tap the Microsoft Word app and select Get.
54.Repeat steps 48 49 for PowerPoint, and Outlook.
Android

In a browser, navigate to office.com/Insider.

55.On the Office Insider page, tap the link for Android.
56.Under Android, tap Become an Office Insider now for Android.
57.Tap Join.
58.If prompted to sign in for google+, sign in with existing credentials or choose create account.
59.Navigate to each of the following and tap Become a Tester:
60. Note: You may need to wait up to 4 hours before tapping the following links as Google takes time to
replicate permissions.

http://aka.ms/previewword

http://aka.ms/previewpowerpoint

61.Open the Play Store.


62.Once you have the applications installed, you will need to run updates to ensure you have the most recent
versions. Update your installed apps as follows:
a. Open the Play Store
b. Tap the menu button, then tap My apps & games.
c. Find each Office app (Word, PowerPoint, Outlook) in the list of installed apps, tap to open and then
choose Update.
63.Note: The update option may take time to appear. If you do not see it, continue to check back.
10

64.In the Search bar, type Microsoft Word.


65.Tap the Microsoft Word app and select Install.
66.Repeat steps 58-59 for PowerPoint and Outlook.

Pre-demo Setup Steps


The following steps are required prior to each presentation of the demo:
Note: If youve altered your demo tenant in any way, we recommend creating a new tenant. This demo is written to
the Office Graph based on a new tenant. Tenant changes may interfere with the Office Graph signals.

Primary PC
1

In Microsoft Edge, navigate to http://<Tenant>.sharepoint.com

Login as Megan Bowen using the credentials provided in the User Accounts section of this document.

Click App Launcher and then click OneDrive.

From OneDrive, open the Contoso NextGen Camera Product Planning document in Word.

Ensure you are logged into Word as Megan Bowen:


a. In the top right corner of the screen, verify that you are logged in as Megan. If not:

Click the user name, and then choose Switch account.

Click Add account and sign in as Megan using the credentials provided in the User
Accounts section of this document.

67.

Minimize the document.

68.

Open the Interior Design document in PowerPoint.

69.

Ensure you are logged into PowerPoint as Megan Bowen:


a. In the top right corner of the screen, verify that you are logged in as Megan. If not:

Click the user name, and then choose Switch account.

Click Add account and sign in as Megan using the credentials provided in the User
Accounts section of this document.

70.
On the ribbon, on the Slide Show tab, under Monitors, ensure the check box for Use Presenter
View is unchecked.
11

71.

Minimize the presentation.

72.

Open the Q3 Asia Shipping Budget Review document in PowerPoint.

73.

Click in the document somewhere and add a single space.

74.

Close the document, saving changes.

75.

On your PC, launch and minimize the OneNote Windows 10 app.

76.

Click through any welcome prompts and choose Start using OneNote.

77.

If prompted to sign in, choose Work or school account, and then enter the following credentials:

78.

User name:

MeganB@<Tenant>.onmicrosoft.com

Password:

pass@word1

On your PC, open Outlook and sign in as Megan Bowen:


a. On the Connect to Outlook screen, ensure MeganB@<Tenant>.onmicrosoft.com is listed and
click Connect.
b. When prompted, enter the password pass@word1.
c. Close any welcome messages.
d. Minimize Outlook.

79.

In File Explorer, navigate to the location where you saved the demo assets.

80.
Open and minimize these files: The Amazon Rainforest.docx, The Art of Making Coffee.pptx, Early
Solar Systems Explorations Grade 6.pptx.

Secondary PC
This PC will be used as the demo buddy persona for your primary PC which is presenting the demo and as the
primary demo persona for the mobility demos.
1

In Microsoft Edge, navigate to http://<Tenant>.sharepoint.com

81.

Sign in as Alex Wilber using the credentials provided in the User Accounts section of this document.

82.

Click App Launcher, then click OneDrive.

83.

Locate Marketing Slogan suggestions Q3.docx, then click the ellipses ().

84.

Choose Open, then click Open in Word.

85.

Sign in into Word as Alex Wilber:


a. In the top right corner of the screen, verify that you are logged in as Alex. If not:
12

Click the user name then choose Switch account.

Click Add account and sign in as Alex using the credentials provided in the User Accounts
section of this document.

86.

Wait for the file to load, and then close the file.

87.

Back in OneDrive, locate Marketing Term Successes.xlsx, then click the ellipses ().

88.

Choose Open, then click Open in Excel.

89.

Sign in to Excel as Alex Wilber:


a. In the top right corner of the screen, verify that you are logged in as Alex. If not:

Click the user name then choose Switch account.

Click Add account and sign in as Alex using the credentials provided in the User Accounts
section of this document.

90.

In Excel, click Edit Workbook at the top of the screen.

91.

Wait for the file to load, and then close the file.

92.

Back in OneDrive, locate Ad Goals for QT Series.pptx, then click the ellipses ().

93.

Choose Open, then click Open in PowerPoint.

94.

Sign in to PowerPoint as Alex Wilber:


a. In the top right corner of the screen, verify that you are logged in as Alex. If not:

Click the user name then choose Switch account.

Click Add account and sign in as Alex using the credentials provided in the User Accounts
section of this document.

95.

Wait for the file to load, and then close the file without saving changes.

96.

Back in your browser session, click App Launcher and then click Mail.

97.

Locate the email from Megan sharing the Contoso NextGen Camera Product Planning file.

98.

Click the link in the email to open the file.

99.

In the top right, click Edit document and select Edit in browser.

100.

In the document, change the section title Project Scope bold formatting.

101.

Minimize the window.

13

Mobile
This step is only required if you are showing Mobility in your demo.
1

On your mobile device, open the Word, PowerPoint and Outlook apps, sign in as
AlexW@<Tenant>.onmicrosoft.com.

14

Strategy for which features to show


Ideal: showcase all demos in this guide
The features included in this end-user demo guide are the best features that together fully showcase the benefits in
the three primary pillars of the Office value proposition: Intelligence, Collaboration, and Mobility. Showing them
everything will provide customers with a thorough grounding in our current value proposition. If you need to trim
your demo, here are the recommended features to show based on how much time you have:
If you have time for:
(bare minimum takes 5 min)
*Ideal: all features takes 28
min
Intelligence

5 min

10 min

15 min

18 min

Designer in PowerPoint
Morph in PowerPoint
Zoom in PowerPoint
Tap in Word and Outlook
Researcher in Word
Editor in Word
Instant Inking, Shape
Recognition
Ink Math Assistant and Ink
Replay
Collaboration

Depending on audience, show Tap (enterprise)


OR Researcher (consumer/EDU)

@mentions
Cloud attachments
Real-time typing in Word
2016
Activity Feed
Mobility
Recent, Shared with Me
Last location
Co-authoring
Inking

15

24 min

26
min

All*

Partner storage options

Office Suite User Demo Steps


Introduction
Office is all about enabling me to work smarter, not harder. With the integration of intelligence capabilitiesusing
Bing, knowledge graph, or the Microsoft GraphOffice applications have become even more intelligent. I can now
more easily focus on the content that I am creating, the message I am sending in my Word document, the story I am
telling in PowerPoint, the data insights I am gleaning out of Excel, or the critical communications I receive in Outlook.
I dont have to be an amazing designer or a data scientist. Even as an everyday employee, Office becomes my
partner by keeping me focused on getting more done by creating better, richer, more engaging and well-informed
content in less time.

Intelligence
Speaker Script

Click Steps

PowerPoint Designer

1.

Tip: Full 5-minute module for this feature is available at


2.
demos.microsoft.com

In The Art of Making Coffee.pptx, on the left


hand pane, click Slide 1.
On the ribbon, click Insert, and then click
Pictures.

PowerPoint Designer is an intelligent design service,


In the Insert menu, navigate to your Pictures
running in the cloud behind PowerPoint. Designer helps 3.
folder.
everybody create professional looking slides in minutes.
4.
Select Coffee Bean.jpg.
When I add images to a slide, PowerPoint will
automatically offer design ideas using facial
5.
Click Insert.
recognition, salient region detection, and color
identification to bring the power of my content to the
forefront.
When I add this image to the slide, Designer makes
suggestions based on my template and color palette.

6.

In the Design Ideas pane, click a design option


that shows the image spanning the entire screen.
a. If prompted, click Lets Go to see design options.

16

Speaker Script

Click Steps
7.

I can insert multiple images at once, and designer


suggests multiple ways to compose them.
Designer recognizes that one of the images has a face
in it, and crops the picture appropriately.
PowerPoint Designer now recommends professional
design options for bulleted process lists, enabling me to
further format and arrange list elements for improved
visual impact.
Designs are continuing to be improved, so stay tuned
for more. We'll also add support for additional
categories of text in the future, such as timelines.
Here Designer suggests multiple ways to communicate
this sequence of steps visually.

PowerPoint Morph
Tip: Full 5-minute module for this feature is available at
demos.microsoft.com
PowerPoint Morph gives me the power to create
cinematic motion effortlessly.

In the left hand pane, click Slide 2.

8.

On the ribbon, click Insert, and then click


Pictures.

9.

In the Insert menu, navigate to your Pictures


folder.

10.
Hold CTRL and click to select both Barista.jpg
and Espresso.jpg.
11.

Click Insert.

12.
In the Design Ideas pane, click a design option
with the images in a frame.
13.
Click a design option with the images spanning
the entire screen.
14.

Click Slide 3.

15.

Note the new Design Ideas.

16.

Click the second design option.

17.

Click Slide 4.

18.

Note the new Design Ideas.

19.

Click the fourth design option.

20.

Minimize the presentation.

21.
Open Early Solar Systems Explorations
Grade 6.pptx.
22.

Click Slide 2.

23.
On the ribbon, click Slide Show, then click From
Current Slide.

In this slideshow, I want to take the viewer on a journey 24.


from planet to planet. When I run my slideshow, I see
25.
the traditional transition behavior, but I want something
26.
more dynamic.
27.
With PowerPoint Morph, I dont have to create the
17

Click to advance the slide.


Click to advance the slide again.
Press Escape to exit the slide show.
Click Slide 2, hold Shift and then click Slide 8.

Speaker Script

Click Steps

transitions or animations by hand. Morph analyzes the


content of consecutive slides and merges them
together to create cinematic motion.

28.
On the ribbon, click Transitions, then choose
Morph.

By simply adding the Morph transition to a series of


slides, the viewer experience is changed dramatically.

PowerPoint Zoom
PowerPoint Zoom introduces non-linear storytelling by
creating interactive summary slides, allowing me to
take my presentation in whatever direction I want.

29.
On the ribbon, click Slide Show, and then click
From Beginning.
30.
Click to advance the slide until the end of the
presentation.
31.
Switch to Interior Design.pptx (which should
be opened from OneDrive).
32.

If not already selected, click Slide 1.

33.
On the ribbon, click Slide Show, and then click
From
Beginning.
Zoom gives me flexibility, but allows me to maintain my
narrative by avoiding the need to exit presentation
34.
Click to advance the slide.
mode. In turn, my audience will stay more focused
because they have a glimpse into what we are going to
cover and they know where we are at any given
moment in the presentation. The zooming effect
captivates their attention.
In this example, if I want to present my content on
35.
On Slide 2, click Materials.
Materials before I get into Planning, all I need to do is
click into that section on the summary slide. When the
36.
Click to advance the slides until you are back at
section is complete, I automatically zoom right back out
Slide 2.
and can choose another section.
37.
Click Lighting.

Additionally, when I am in a section, I can zoom back to


the summary slide at any time by using the on-screen
navigation.
When I insert Zoom, PowerPoint automatically identifies
the first slide of every section in my presentation, but I

38.

Click to advance the slide.

39.

Click to advance the slide again.

40.

Move your mouse to the lower left of the screen.

41.
Click the Up arrow to return to the summary
slide.
42.

Press Esc to exit the slideshow.

43.

On the ribbon, click Insert, then click Zoom.

44.

Click Summary Zoom.

18

Speaker Script

Click Steps

can still choose which slides I want on the summary


page.

45.

Scroll to the bottom of the window.

46.

Click to select Using Color effectively.

47.

Click Insert.

48.

Click and drag to resize the Zoom object.

On the new slide, the summary zoom is a PowerPoint


object. I can resize it, move it around, and change the
backgrounds to suit my design. And just like with
Morph, PowerPoint has handled all of the complex
interactivity. The animation and transition effects are
completed for me so that I can stay focused on my
narrative.

49.
On the ribbon, click Slide Show, then click From
Current Slide.

Word Tap

53.
Switch to Contoso NextGen Camera Product
Planning.docx. (which should be opened and
minimized from OneDrive).

Tip: Full 5-minute module for this feature is available at


demos.microsoft.com
Tap gives me the ability to easily find and re-use
content relevant to my work by surfacing files most
frequently used by me and my team.
Powered by the Microsoft Graph, Tap filters through the
files I and others within my team use the most (and
have rights to access) in order to surface the most
relevant content right within my document.
I can search for the content I need.
In a few clicks, Tap enables me to insert content from
various file formats. I can seamlessly integrate tables,
slides, charts and objects from any of the surfaced
documents.

50.

Click Using Color Effectively.

51.

Click until you are back at your zoom slide.

52.

Press Escape to exit slideshow.

Note: Do not close the file.

54.
On the ribbon, click Insert, and in the Tap group,
click Document Item.
55.

On the right, point to the Tap content list.

56.
Click the scroll bar to show the surfaced Tap
content.
57.

Point to Word, PowerPoint, and Excel content.

58.
In the Word document, scroll down until you see
the text Insert project milestone table.
59.
Highlight the text from Insert project
milestone table to Insert the cashflow forecast
chart.

60.
In the Tap pane, click the search bar and type
Fabrikam Case Study, then press Enter.
The newly placed object picks up my documents theme
and also allows me to use Words features to update the 61.
In the Tap search results, locate the Fabrikam
design or formatting.
Case Study Word document.
62.
19

In the lower right corner of the Fabrikam Case

Speaker Script

Click Steps
Study document, click the ellipses (), and then
select View all items.

63.
Scroll down and click the project milestone
Like Smart Art, I can also insert charts which will
table (second table).
integrate easily into my document and remain a full
In the Word document, click the newly-added
featured chart element allowing me to make changes as 64.
table.
needed.
65.
On the ribbon, in the Table Tools section, click
the Design tab.
66.
In the Table Styles group, click the down arrow
to view more and then select Grid Table 2 Accent
5.

67.
In the Word document, click to place the cursor in
the white space after your newly inserted table.
68.
In the Tap results list, click the X in the search
box.
69.
Scroll down in the Tap results list and click the Q3
Asia Shipping Budget Review PowerPoint
presentation. NOTE: if you cannot find the Q3 Asia
Shipping Budget Review, search for Shipping Budget
instead.
70.
In the document results, scroll to slide 3, Click
the + Add Slide to insert into your document.
71.
20

Scroll to slide 2, locate the chart item. Click +

Speaker Script

Click Steps
Add Chart to insert the item in the document.
72.

In the Word document, select the chart.

73.
On the ribbon, under Chart Tools, click the
Design tab.
74.
Click Change Chart Type and select Stacked
Column, then click OK.
75.

21

Note the format change on the chart.

Speaker Script

Click Steps

Word Researcher

76.

In Word, switch to Amazon Rainforest.docx.

77.
On the ribbon, click References, then click
Word Researcher gives me the ability to discover
Researcher.
credible and citable sources of content relevant to my
research topics, without having to leave the application. 78.
In the Researcher pane, click the search box,
I now have a built-in research assistant.
then type Amazon Rainforest.
By using Researcher right here in Word, I dont have to
79.
Press Enter and scroll down to see the list of
worry about losing focus or becoming distracted on the
results.
web.
80.
Scroll to the top of the list and click the first
Researcher is not providing just web results, this is
Amazon Rainforest result.
structured information, filtered and organized by the
81.
In the body of your document, place the cursor
Bing knowledge graph. The information is automatically
below the first text paragraph.
broken into interactive sections.
82.
In the Researcher pane, scroll down to the
To start creating an outline for my paper, I click the plus
Etymology card and click the Etymology title.
sign next to a section heading which creates a heading
Scroll down to the History card and click the
directly in my document allowing me to come back and 83.
History title.
fill out the content later.
But I can go farther beyond the overview into the
citable sources themselves, spanning both the web and
books.

84.
Scroll down to the Biodiversity card and click the
Biodiversity title.

When I find the information that suits my document, I


can select the text directly and instantly add the
content right into my paper with a citation.

85.
On the Biodiversity card, scroll down and click 13
related sources.
86.

Scroll down to view results.

87.
Click the Piranha less deadly than feared
article.
88.
If prompted, click the option to Open in reading
view.

I see here that Researcher automatically includes a


short form reference with the quote. With one click, I
can also update my bibliography with a properly
formatted reference.

89.
In the article, scroll down and select the text
starting with Previously it was thought and
ending with a defensive behavior.
90.

In the menu that pops up, click Add and Cite.

91.

In the body of the document, point to the added

22

Speaker Script

Click Steps
content.
92.
Hover over the in-line citation at the end of the
quote (Staff).
93.
Scroll to the bottom of the document and point to
the bibliography.

I can even adjust the format of my bibliography to suit


the requirements of my document.

94.

Click the Bibliography header.

95.
Click Update Citations and Bibliography.
Researcher makes it easier than ever for students to
96.
Point to the newly added source.
create quality papers with properly cited content,
removing distractions and helping them stay focused on 97.
On the ribbon, click the References tab.
the strategy, structure and narrative for their material.
98.
Under Citations & Bibliography, click MLA
next to Style.

Word Editor
In addition to helping me pull my content together as a
research or sourcing assistant, Word can also help me
improve my writing with a significantly improved and
intelligent built-in writing assistant.

99.

Point to the different format options.

100.

Click out to close the menu.

101.

Close the Researcher pane.

102. Make sure you are in the Amazon Rainforest


document.
103. Go to the Deforestation section.

Editor in Word not only identifies spelling errors,


grammatical issues and potential improvements to my
writing style, it also helps me understand why my
original choices could be improved, enabling me to
learn over time.
Easily identifiable visuals help me understand what kind
of recommendation Editor is making. The red squiggle
indicates a spelling mistake. But youll see Editor
104. In the body of the paragraph, right-click the word
doesnt just show the right answer, it also provides
Deforestion.
context so I can make the right choice in this case,
105. Point to suggestions and supporting synonyms.
definitions. I can even hear the word read aloud in case
I dont know how to pronounce it.
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Speaker Script

Click Steps
106. Click the right arrow.

This new blue double underline indicates grammar


mistakes. Here Editor provides synonyms to help me
understand a word I may not know by relating it to
words I do know.

107. Point to the Read Aloud option.


108.

Click the option to correct to Deforestation.

109. Under Why it matters, right-click effect note


the new double blue line.
110. Point to the explanations of proper usage via
synonyms.

Editor also goes far beyond simply making


recommendations for what is right or wrong. Here, you
can see a dotted line that indicates where Editor is
helping me improve my writing style, using machine
learning and natural language processing to really
understand what Im trying to say. Editors suggestions
can help me be more concise, use more inclusive
language, or in the future, even be more consistent in
tone.

111. Click affect.


112. Scroll to near the bottom of the doc and rightclick on the majority of with the dotted line.
113. Point to the style recommendations.
114.

Click most.

From an enterprise perspective, Editor may also be


configured to include corporate branding and style
standards, helping me to not only improve my own
writing, but to write on behalf of my company with
proper voice and styling.
Instant Inking
Inking in Office makes it as intuitive to annotate a
document or presentation as it is as on paper but
once the ink is dry, Im even more powerful here in a
digital environment.
As soon as I pick up my stylus, I can start marking up
my documents and adding annotations.
Instant inking works not only in Word but also in other
Office applications like Excel, OneNote and PowerPoint.

115. In the same Word document, pick up a Surface


Pen to start inking.
116. Circle the Biodiversity quote.
117. Write Great! next to the quote.
118. Switch to Interior Design.pptx in PowerPoint.
119. Make sure that Slide 6 is selected.
120. With the stylus, draw a circle and rectangle in the
first room to represent furniture.

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Speaker Script

Click Steps

Shape Recognition

121. On the ribbon, click Draw, then click Convert to


Shapes.

Taking inking to the next level, Shape Recognition takes


what I draw and helps me convert it to a real shape.
When I draw, the shapes are instantly converted into
objects that can be formatted to my liking.

122. With the stylus, draw a circle and rectangle in the


second room to represent furniture.
123. Save and close the file.

OneNote Ink Math Assistant

124. Switch to OneNote.

Office can take inking even further, and help me learn.


Just like Editor in Word is my writing assistant, OneNote
can now be my math coach.

125. In the Quick Note pane, click + Page.

As a student working on math homework, I can use


inking to write out my equation. I could convert it to a
formatted text equation, but more impressively,
OneNote can solve for X.

128. Choose the rainbow ink effect.

126. Title the page Math homework


127. On the ribbon, under Draw, click Ink Color
(paint palette icon).
129. With the stylus, write 3x2 -15=0
Note: make sure your handwriting is clear.
130. On the ribbon, under Draw, click Lasso Select.
131. Draw a lasso around your equation.
132. On the ribbon, under Draw, click Math.
133. Verify the equation is recognized correctly.
134. Note the Ink to Math option (do not click or tap
25

Speaker Script

Click Steps

While finding the answer is great, learning how to solve


it).
the equation is even better. The OneNote Ink Math
135.
Assistant can walk me through the steps, even using
136.
different methods. Then I can write out my steps to
solve the problem, alongside the guidance, learning as I 137.
go.
138.
139.

Click Select an action.


Click Solve for x.
Click Show steps.
Choose Short Steps by Finding Square Root.
On the ribbon, under Draw, click the Pen icon.

140. With the stylus, write out the steps to complete


the problem.
Ink Replay

141. On the ribbon, click View.

To understand whats behind the ink you see on a page, 142. Click Replay.
I can use the rewind and replay capabilities of Ink
143. Click replay everything on the page.
Replay. This can help me follow a sequence of
144. Minimize OneNote.
handwritten notes and drawings, review step-by-step
instructions, or see the order in which somebody else
marked up the document.
In this case, if Im a teacher reviewing my students
homework, Ink Replay gives the ability to not only
check their work, but to follow their steps for solving
the equation. That way I can see if where exactly they
might have gone wrong if they made a mistake along
the way.

Collaboration
Speaker Script

Click Steps

@mentions in Outlook
@mentions in Outlook make it even easier to identify,
among a sea of emails, those items in which I have
been specifically called out by name for action or

1 In Outlook, point to the @ symbol in the middle


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Speaker Script

Click Steps

awareness. The @ symbol makes these emails stand


out and helps me focus my attention. I can also filter
my inbox by emails in which Ive been mentioned.

column on the email sent during setup.


2 Next to the All sort button, click Mentions.

Its easy to mention somebody in an email. After typing


the @ sign, I can pick the right person. Their name will
be highlighted and their email will be added to the TO:
line if its not there already. Then theyll see the
@mention in their inbox just like I saw in mine.

4 Click Reply.

3 Click the email from Alex with the subject: Please


send files.
5 Type @ and start typing Alex. Select Alex Wilber
when his name appears in the drop-down.
6 Continue typing Here are the files.

Outlook Cloud Attachments


With Outlook cloud attachments, its even easier to
share and collaborate on documents in the cloud,
attaching the cloud file to an email in the familiar flow
as a traditional attachment. Using cloud attachments
helps minimize version control issues by keeping us
working in a single version of the file, and I dont have
to learn any different behavior here in Outlook.

7 If you have not done so already, click the email from


Alex Wilber with the subject: Please send files and
then click Reply.
8 On the ribbon, click Message then click Attach File.
9 Note files with a cloud icon (there should be the
Word document and PowerPoint files you opened
from OneDrive)

10Scroll to the Contoso NextGen Camera Product


When I click the attachment button, I can see a list of
Planning document to insert.
my recent cloud files right here, making it easy to pick
11Repeat steps 1-3 for Interior Design.pptx.
the right one. Once Ive added the cloud file, I can
choose whether to assign view-only or edit permissions, 12In the Attached field, click the down arrow on one
which will be provided automatically on the back end to
of the files.
the recipients of my email.
13Click Change Permissions.
14Select Recipients can Edit.
15Click Send.
Real-Time Typing in Word

1.

Tip: Full 5-minute module for this feature is available at


demos.microsoft.com
Co-authoring in Word allows multiple authors to edit
simultaneously, with edits appearing as authors are
making changes to the document in real time.

On the primary machine (Megan), in Word, switch


to the Contoso NextGen Camera Product
Planning document.
NOTE: If a dialog appears asking whether changes
should display as they happen, click Yes.

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Speaker Script

Click Steps

Here I see that Alex is working in this document with


me. If I click his image in the top right, I can see hes
Sharing live edits and click to go to where he is
editing. As he makes changes, this flag shows that hes
editing and I can see his cursor moving.

2.

Click Alexs face in the top right and note the


Sharing live edits note in the dropdown. Click Go
to Edit Location.

3.

On the secondary machine (Alex), in Outlook web


app, switch to the Contoso NextGen Camera
Product Planning window.

4.

Activity Feed in Word


When were working on shared documents in the cloud,
the Activity Feed helps me stay in control by providing
insight into the changes and activity happening in my
document.
I can open a prior instance of the document, which can
help me compare and even restore to that version if I
want to revert away from the latest changes.

Change the Goals heading to Our Goals.

5.

On the primary machine, point to the flag for


Alexs location in the document and the real-time
changes.

1.

On the primary machine, in Word, on the upper


right corner, click the Activity icon.

2.

Pause on one of the recent version options.

3.

Click open version.

4.

Click compare.

5.
6.
28

In the Compared Document pane, scroll to see


changes.
Close the compare result document without

Speaker Script

Click Steps
saving.

Mobility
Speaker Script

Click Steps

Recent, Shared with Me

iOS

Office provides a familiar and powerful productivity


experience, optimized for the characteristics of the
device and scenarios people want to accomplish most
commonly on the go.

1.

Right when I open Word, Excel or PowerPoint, I can


quickly view and open content that I have recently
worked on or that has been shared with me. I dont
have to go search around or dig through email. By
eliminating my need to switch apps and perform
searches, I can save time and get straight to work.

2.

Open the Word app.


If not already viewing recent documents, tap
Recent.

3.

Tap Shared.

4.

Swipe to scroll down the list of documents.

5.

Find Contoso NextGen Camera Product


Planning and tap to open the document.

Android
1.

Open the Word app.

2.

Tap Open, then tap Recent.

3.

Swipe to scroll down the list of documents.

4.

At the top of the screen, tap Places.

5.

Tap Shared with me.

6.

Find Contoso NextGen Camera Product


Planning and tap to open the document.

7.

At the top of the screen, when prompted, tap the


down arrow and tap Edit.

Last Location

iOS/Android

When I open my document from the cloud, because Im


logged in, Office remembers where I left off the last
time I was editing the document. This way, I can simply

1 Tap the Pick up where you left off notification.

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Speaker Script

Click Steps

tap and resume working on this document, even if I last


edited it on another device.
Co-authoring
I can also collaborate with others at the same time in
my Word documents or PowerPoint presentations here
on my mobile device.

iOS

1 In the top right corner, note the person icon


.
OPTIONAL: Have another user with the document
If I tap here, I can see who else is in the document
open for editing on their PC. Point out the number
coauthoring with me. The people icon shows me exactly
next to the person icon showing that other people
how many other users are active in the document. I can
are coauthoring the document.
even see my other devices that are logged in.
2 Tap the person icon.
iOS and Android:
3 Point out the Shared With menu showing how many
I can also share the document with others, and modify
people are collaborating in the current document.
permissions, all from within the document itself.
4 If not already viewing shared documents, tap
Shared With.
On iOS:

5 Under Manage Permissions, tap Alex Wilber.


6 In the upper left, tap <Shared With to go back.
7 In the upper left, tap <Share.
8 Tap Done.
9 In the upper left, tap the back arrow
document.

to close the

Android
1 In the top right corner, tap the person icon.
2 Tap Manage.
3 Tap the menu icon for Megan Bowen.
4 Tap anywhere on the document to close the menu.
5 Tap X to close the Manage menu.

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Speaker Script

Click Steps

Inking

iOS

I can easily mark up documents on my tablets and


mobile devices. With my stylus or finger, I just write
directly on my document and make annotations.

1 From the start screen, open PowerPoint.

I can also use Shape Recognition to convert my


drawings into real shapes.

2 Tap Shared.
3 Scroll to show more documents.
4 Tap the Interior Design.pptx file to open it. NOTE:
This may take a few moments over Wi-Fi
connections.
5 If necessary, at the bottom of the page, scroll until
you can see Slide 6.
6 Tap Slide 6.
7 OPTIONAL: If needed, zoom in on one of the rooms
in the floorplan.
8 At the bottom of the page tap the ellipsis

9 Tap Home and select Draw.


10Tap Pen.
11Scroll down in the Draw menu and if the Convert to
Shapes button is not green, swipe to the on position.
12Tap the down arrow

to close the menu.

13In the second floorplan outline, use your Apple Pencil,


stylus or finger to draw circle and rectangle shapes
representing furniture.

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Speaker Script

Click Steps

Android
1.

From the start screen, open PowerPoint.

2.

Tap Open then tap Shared with Me.

3.

Open the Interior Design.pptx file.

4.

At the top of the screen, when prompted, tap the


down arrow and tap Edit.

5.

Tap Slide 6 then tap the pencil icon.

6.

In the top menu, tap the formatting icon (

7.

In the menu, tap Home and then tap Draw.

8.

Select Draw with mouse or touch.

9.

Use your finger to annotate on the slide.

).

10.
Swipe to the bottom of the Draw options and tap
Convert to Shapes.
11.
On the slide, in one of the rooms in the floorplan,
draw a circle and rectangle to represent furniture.
Partner Storage Options

iOS

32

Speaker Script
Of course with Word, Excel and PowerPoint, its easy to
access your cloud files stored on OneDrive, OneDrive
for Business, and SharePoint. However, Microsoft also
provides access to third-party cloud storage providers
as well, such as Dropbox or Learnium. This way, no
matter which cloud storage provider youre using, you
get the best productivity experience with Office apps.
We will continue expanding this list over time.

Click Steps
1.

At the top left of the screen, tap the file icon

2.

Tap Save a Copy.

3.

If you see a message stating You have changed


this document, tap Keep in Copy Only.

4.

Tap Add a Place.

5.

Scroll down to show options.

6.

Tap Cancel to close the window.

7.

Tap Cancel again to return to your document.

8.

Tap the back arrow

to close the document.

Android
1.

At the top left of the screen, tap the back arrow.

2.

Tap the menu icon and choose Save As.

3.

Tap Add a Place.

4.

Tap the back arrow to cancel.

5.

Tap the back arrow again to return to your


document.

Reset Instructions
Follow these steps to reset the demo at the conclusion of each presentation:
1

Close all documents without saving.

In Megans OneDrive, open Interior Design.pptx and delete or erase all inked shapes.

Delete any emails sent and received from both Megan and Alexs accounts.

Delete the Math homework OneNote section, or simply erase any ink youve added during the demo.

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