Well, Mr Very Large Computer Nerd, I have questions, but I feel like a 4-year-old trying to form them into a sentence. Hell, I'm not even sure if I know what I'm asking.
I do use Excel to log work, but that's a manual operation and not linked to my work software, and other than that I really haven't explored anything else included with my Microsoft sub. My work software is proprietary (I think that's an accurate statement) and writes encrypted, compressed files viewable only with this software. My license agreement allows me to install onto multiple machines, so that's no problem, but the files are written to and stored on my current laptop only until I manually back them up to an external HD, which I really need to do weekly, but that usually winds up being every few months.
I think the problem(s) that I want/need to solve is 1) regular, preferably automatic backup of my hard drive, or at least the important files/folders (pictures/videos/life docs/work docs) I'd prefer that be secure local and not "cloud" storage, and 2) if I run a desktop I'd need the laptop to auto sync at minimum two work folders, which last year (a little below average) produced 2-3 GB of data.
I legally have to maintain and protect work files for a minimum of 5 years, but I generally only need regular access to the last 4-6 weeks of work. Outside of that, they can wait.
If you can give me some ideas or a better understanding, I'll bug my buddy to see what we can figure out.