Why Microsoft 365 Training Matters for MSPs
Most MSPs already manage Microsoft 365 for clients. But without training, clients misuse tools, ignore security best practices, and flood your team with support tickets. A solid Microsoft 365 training for MSP clients can fix that. It reduces ticket volume, increases productivity, and helps you deliver better results—without adding extra effort. Clients don’t just need licenses. They need to actually understand what they’ve already paid for. That’s where your MSP team can step in.
What Does Microsoft 365 Training Include?
Core Applications
Train clients on the basics of Outlook, Word, Excel, PowerPoint, and Teams. But go beyond “where to click.” Teach how to work smarter with:
- Shared calendars in Outlook
- Collaboration in Word and Excel
- Using Teams for real-time project updates
- Basic data handling in Excel (filters, charts, formulas)
Bonus tip: Short video lessons with screen recordings work better than long documents.
Admin and Compliance Basics
Non-technical staff often ignore security settings and data retention policies. Include training for general users and team leaders on:
- MFA setup
- Safe sharing in OneDrive
- Naming conventions and document version control
- How retention policies affect Teams/Outlook
Role-Specific Lessons
Use job roles to deliver targeted learning:
- Finance: Excel formulas, pivot tables, secure sharing
- HR: Forms, email archiving, calendar scheduling
- Sales: Teams meetings, shared notes, CRM integration
Explore this idea further with ClipTraining’s on-demand library
Why Annual Certification Isn’t Enough
Certifications like Microsoft 365 Fundamentals are useful, but they’re not enough. Your clients don’t need experts—they need people who can use tools properly day-to-day.
That’s why short, continuous training works better. Focus on:
- Microlearning: 5-minute lessons
- Repeatable skills: things they use daily
- Regular refreshers: sent monthly or quarterly
What is Microsoft 365 Fundamentals training?
It’s an entry-level certification from Microsoft covering the basics of Microsoft 365 services, pricing, support, and core security. It’s good for new hires or general orientation.
Is there a free way to train clients on Microsoft 365?
Yes. Microsoft Learn provides free Microsoft 365 modules that MSPs can curate. ClipTraining also offers structured programs with usage tracking and learning paths.
Can MSPs brand Microsoft 365 training as their own?
With tools like ClipTraining, yes. You can white-label training portals, assign courses, track user progress, and add your support content—all under your brand.
Is Microsoft 365 training worth offering to SMB clients?
Yes. Smaller teams often struggle most with digital tools. Simple training can save them hours a week—and reduce your low-level support load.
Best Practices for MSPs Offering Microsoft 365 Training
Add Training to Your Onboarding
Include Microsoft 365 basics when you onboard new clients. This improves first impressions and reduces back-and-forth during the early setup phase.
Include Security Modules
Ensure every training track includes lessons on phishing, MFA, secure document handling, and Teams security best practices.
90% of cyberattacks start with human error—usually inside email or shared files (Verizon DBIR 2023)
Track and Report Usage
Clients will take training seriously if they see the outcomes. Use a platform that lets you:
- Track course completions
- Identify users who skip key content
- Share learning data during QBRs
Run Training as a Service
Don’t sell training as a one-time add-on. Bundle it into your managed services. Use ClipTraining or another LMS that supports automation, content delivery, and reporting.
Reinforce with Monthly Lessons
Send out short lessons every month. Focus on timely issues like:
- “How to share a Teams file with outside vendors”
- “Quick tip: Pinning important emails in Outlook”
- “Avoiding phishing scams that spoof Microsoft login pages”
Where to Get Microsoft 365 Training Content
Microsoft Learn
- Microsoft’s official training center
- Offers modules and learning paths for all 365 apps
ClipTraining
- Full Microsoft 365 video course library
- White-labeled LMS for MSPs
- Tracks usage, completions, and policy acknowledgment
- Offers add-ons for cybersecurity and compliance
Other Tools MSPs Use
- LinkedIn Learning: Broad but generic
- YouTube: Good for 1-off tips, lacks structure
- Udemy: Requires paid licenses per user
How ClipTraining Helps MSPs Deliver More
Microsoft 365 is one of the most common platforms MSPs manage—but most users still don’t know how to use it fully. That creates friction, wastes time, and leads to unnecessary tickets.
ClipTraining gives MSPs a low-maintenance, high-value way to train users. From fundamentals to app-specific training and ongoing monthly refreshers, you get a full library that:
- Works out of the box
- Supports your clients’ industries
- Makes onboarding easier
- Cuts your support workload
- Adds visible value to your service stack
Book a demo to see how ClipTraining helps you deliver better outcomes with Microsoft 365.