Microsoft Teams Training

Microsoft Teams training is great resource for any organization looking to meet, chat, call, and collaborate with everyone in just one place.

With Microsoft Teams, everyone in your organization can instantly go from group chat to video call with the touch of a button.  This gives your team seamless connectivity while offering secure connectivity, access to resource, ability share to share documentation as well as real time collaborate on files and projects.  Your team will be able to stay organized by keeping notes, documents, and shared calendars.

 

Microsoft Teams is divided into four separate categories including:

  • CHAT – Your team can share their opinions and have fun with GIFs, stickers, and emojis in a group chat or in one-to-one messages in Microsoft Teams.
  • MEET – Your team can instantly change from group chat to video conference with a seamless touch of a button that can accommodate two to 10,000 people in one place in Microsoft Teams.
  • CALL – Your team can make and receive calls directly with advanced features like group calling, cloud voicemail, and call transfers in Microsoft Teams.
  • COLLABROTE – Your team can easily find, share, and edit files in using real time collaboration using Microsoft Word, Microsoft PowerPoint, and Microsoft Excel in Microsoft Teams.

 

How to get started with Microsoft Teams?

In this blog, we will learn the basics and get started with Microsoft Teams.  365 iT SOLUTIONS is a leading managed IT services provider in Toronto, and we will show you how to streamline business communication and collaboration using Microsoft Teams.

You will learn how to easily create a seamless environment so you can easily communicate so they can save time, collaborate, and create a teamwork environment to complete any task or project in one central space.

The Microsoft Teams training will cover the following areas:

  • Set up your profile and notifications in Microsoft Teams.
  • Use Microsoft Teams chat and calling.
  • Schedule and attend meetings in Microsoft Teams.
  • Use Microsoft Teams to align your workgroup and projects.
  • Use real time collaboration on files and tools in Microsoft Teams.

 

Welcome to Microsoft Teams

Microsoft Teams can be used on your PC, Mac, or mobile device.  It allows you to pull together a team, use chat instead of email, securely edit files at the same time, and use likes, mentions, and replies with just a single tap.  Now you can customize it by adding notes, web sites, and apps. Our Microsoft Teams Training blog will help.

 

How do you use Microsoft Teams Effectively?

365 iT SOLUTIONS will show how to run effective meetings within Microsoft Teams using optimization within Teams.

We will help you to prepare and assign resources for a Microsoft Teams meeting to ensure it is productive.  This will allow your team to be more engaging, productive, and have better time management as they use Microsoft Teams.

The Microsoft Teams training will cover the following areas:

  • Setup and schedule Microsoft Teams meetings including group and calls.
  • Use Microsoft Teams to collaborate including sharing, whiteboards, meeting notes, and recording.
  • Allow users in Microsoft teams to access important meetings and content.
  • Use Microsoft Teams certified equipment including audio and video devices based on meeting needs.

 

How do you use Microsoft Teams channels and teams?

365 iT SOLUTIONS will show how to collaborate with other users and workgroups so you may access shared files, various apps, and conversation threads.

We will help you to learn how to maximize collaboration, provide complete visibility, and manage teamwork from one space.  Microsoft Teams offers a robust collaboration tool to your users that will provide you anywhere and anytime access to all your projects, operations, resources, and business initiatives.  You will be able to use Microsoft Teams channels and teams to a seamless collaboration environment and virtual workspace for your entire group.

The Microsoft Teams training will cover the following areas:

  • Use Microsoft Teams to join and organize your channels and teams.
  • Setup and use features to streamline projects and operations.
  • Use Microsoft Teams to collaborate with your entire team.
  • Setup new and manage teams as an owner of the team.

 

How do you use Microsoft Teams collaborative workspaces?

365 iT SOLUTIONS will help you build industry best practices collaborative workspaces in Microsoft Teams as well as explore strategies for collaboration in Microsoft Teams.

The Microsoft Teams training will cover the following areas:

  • Use Microsoft Teams to determine your unique collaboration needs.
  • Setup and create workspaces in Microsoft Teams for the best teamwork experience.
  • Use Microsoft Teams best practices to enhance user productivity.

 

What are tips and tricks for Microsoft Teams?

365 iT SOLUTIONS will provide industry leading tips and trick for Microsoft Teams to enhance the experience with this free Microsoft Teams Training.

We will show you ways to enhance Microsoft Teams communications and productivity.  This will enhance communications and increase the efficiency and productivity in Microsoft Teams.  We will help your organization workday and make it easier to stay connected.

The Microsoft Teams training will cover the following areas:

  • Setup industry best practices on delivering messages.
  • Use Microsoft Teams integration tools and best practices to streamline.
  • Setup and implement Microsoft Teams to manage and organize your work.

 

Part 1 – Microsoft Teams Sign Up and Creation

Ready to start to get your organization using Microsoft Teams?

You can easily sign up and create a Microsoft Teams using an existing Microsoft account or look to migrate to Office 365.  You will need to take the following step to complete. We have also included a handy video to help with Microsoft Teams.

  1. Go to Microsoft Teams
  2. Select Sign up for free.
  3. Type in your Microsoft account email
  4. Select Next.
  5. Choose an option the best suits your needs. For school, For friends and family, or For work and organizations.
  6. and select Next.
  7. Enter your password.
  8. Select Sign in.
  9. Add the final details.
  10. Select Set up Teams.
  11. You have the option on how to use Microsoft Teams:​​ Windows app, mobile app, or web app.
  12. Now copy link and invite your team members to join Microsoft Teams free.

 

 

Part 2 – How to start a chat in Microsoft Teams?

Ready to start a chat in Microsoft Teams?  Your employees will be able to Start individual chats or a Microsoft Teams group chat in app so they can speak privately or collaborate with a group of people.  We have also included a handy video to help with Microsoft Teams.

  1. Start a Microsoft Teams chat
  2. Click Chat then New chat.
  3. Add a contact(s) you want in the Microsoft Teams conversation.
  4. Type a message and click Send.
  5. Add a Microsoft Teams group chat name.
  6. Click the top of the chat.
  7. Click Microsoft Teams Group chat name.
  8. Type in a name and click Save.
  9. You can search a group chat name to make it easier in the future.
  10. Microsoft Teams group chat only supports name changes.
  11. Now you can reply or react to a specific Microsoft Teams message.
  12. Click and hold a message to see options such as Reply or Reactions.
  13. You can swipe right on a specific message to reply or like.
  14. Edit a Microsoft Teams message
  15. Click and hold the Microsoft Teams message you want to edit.
  16. Click to Edit message a Microsoft Teams message.
  17. Make all your edits and click done.
  18. Share GIFs and search from the database.
  19. Click emojis and tap GIFs where you want to type.
  20. Choose an option or search the GIF library.
  21. Click Send.

 

 

Part 3 – How do I create a Microsoft Teams template?

Here we will see how to create a Microsoft Teams template.  Your team will be able to create a Microsoft Teams team for a specific unique scenario with multiple Microsoft Teams templates that come with apps and channels.  We have also included a handy video to help with Microsoft Teams.

  1. Click on Microsoft Teams.
  2. Click Join or create a team.
  3. Click Create team.
  4. Select the Microsoft Teams template based on your business scenario.
  5. You have options for templates for added channels and apps.
  6. You can ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​select from scratch to build a Microsoft Team.
  7. Choose a security privacy level: Private or Public.
  8. Include details about your Microsoft Team including team name and description.
  9. If you chose a Microsoft Teams template, you could edit channel names.
  10. Click Create.
  11. Now your team has been created.

 

 

Part 4 – How do you join a Microsoft Teams meeting?

Our free Microsoft Teams training will show you how to join a Microsoft Teams meeting from your calendar or even sign in as a guest from a web browser.  We have also included a handy video to help with Microsoft Teams.

How to join a meeting from Microsoft Teams app:

  1. Click on Microsoft Teams meeting from the app.
  2. Select Calendar feature.
  3. Select Join on a Microsoft Teams meeting.
  4. Turn on your camera for Microsoft Teams.
  5. Select your wanted Microsoft Background filters (Custom background or select Blur)
  6. Choose your audio settings.
  7. Select Join now the Microsoft Teams meeting.

How to join a meeting from Microsoft Teams in a browser:

  1. Open your Microsoft Teams email invite.
  2. Click join the Microsoft Teams meeting.
  3. You can also use a dial-in number if provided and conference ID from the email.
  4. You have three choices to connect: Windows desktop app, browser, or open Microsoft Teams app.
  5. Type in your name for the Microsoft Teams meeting.
  6. Choose your audio and video settings for Microsoft Teams meeting.
  7. Select Join now in Microsoft Teams meeting.
  8. Now you will be in the Microsoft Teams lobby until someone admits you.

 

 

Part 5 – How does Microsoft Teams channels and teams work?

In this section we will cover how does Microsoft Teams channels and teams work to bring together your employees to increase productivity via collaboration on tasks, projects, or common interests.  We have also included a handy video to help with Microsoft Teams.

Microsoft Teams has two options when it comes to channels.  There is Microsoft Teams standard channel that is available and visible to everyone.  The second Microsoft Teams option is private channel that is private conversations with a specific audience.

Each Microsoft Teams channel is built around a specific topic such as event, department, or just for fun like a hobby.  Microsoft Teams channels are where you employees hold meetings, conversations, and work on files together using collaboration tools.

You can user Microsoft Teams channels and teams the following way:

  1. Add a tab to your Microsoft Teams channel section.
  2. Click on the plus sign next to the tabs in Microsoft Teams.
  3. You can add Microsoft Planner to create a project board to track tasks.

You can pin and unpin a channel in Microsoft Teams. The pin will allow you to make important channels easy to find.

  1. To pin a channel, choose one Microsoft Teams channel to pin
  2. Click and then select More channels
  3. Click on Pin.

If you want to unpin a Microsoft Teams channel:

  1. Select the Microsoft Teams you want to unpin.
  2. Select More channels.
  3. Unpin the Microsoft Teams channel.

 

Part 6 – How to create and format a post in Microsoft Teams?

In this section we will cover how to create and format a post or announcement to start a conversation in a channel using Microsoft Teams.  We have also included a handy video to help with Microsoft Teams however some of the steps in Microsoft Teams may be out of sync with the video.

  1. Select the New conversation button in Microsoft Teams.
  2. Select Focused New conversation button in Microsoft Teams.
  3. Type a message in Microsoft Teams.
  4. Click Format Expand button.
  5. To create an announcement in Microsoft Teams, click a post type > Announcement icon.
  6. Type a headline and an optional subhead
  7. Select the color scheme
  8. Select the background image.
  9. Format your post including subject, font size, bold, bulleted list, numbered list, and insert link
  10. Click Send icon in Microsoft Teams.

If you would like to make changes to a post or announcement in Microsoft Teams, select More options icon  and then Edit Teams icon.

 

 

Part 7 – How do I filter activity feed in Microsoft Teams?

In this section we will cover how do you filter activity feed in Microsoft Teams via the activity button so you can see your Activity feed including a summary of everything that has happened in the Microsoft Teams team channels you follow.  We have also included a handy video to help with Microsoft Teams.

  1. Select the Filter icon button in Microsoft Teams.
  2. In the menu, Click on the type of notifications.
  3. Select X to close the activity filter in Microsoft Teams.
  4. For a more specific feed, go to the Feed menu.
  5. Click My activity and you will see a list.

 

 

Part 8 – How to upload and share files in Microsoft Teams?

In this section we will cover how to upload and share files in Microsoft Team from anywhere. We have also included a handy video to help with Microsoft Teams.

  1. In Microsoft Teams, select the paperclip icon.
  2. Click on the file to attach in Microsoft Teams to be shared.

Yu can also use the following method to attach a file in Microsoft Teams:

  1. Go to the Files tab in Microsoft Teams.
  2. Select Upload icon.
  3. Select single or multiple files from device computer or even OneDrive for Business.
  4. Select Open in Microsoft Teams.

 

 

Part 9 – How do I use apps in Microsoft Teams?

In this section we will cover how do you use apps in Microsoft Teams as they allow your employees to do more, and the apps can show up in several places in Microsoft Teams depending on their purpose is as well as how they are built by the developer. Microsoft Teams Apps can be accessed in tabs, channels, or even chats. We have also included a handy video to help with Microsoft Teams.

  1. Select the click to add an app in Microsoft Teams.
  2. Select the plus sign next to the tabs in Microsoft Teams.
  3. Click on the app you want to add.

If you would like to add Microsoft Teams apps in messages, do the following:

  1. Click on More options button in the Microsoft Teams message box.
  2. Select the app and click on Add.

 

 

Part 10 – How do you plan and schedule a live event in Microsoft Teams?

In this section we will cover how do you plan and schedule a live event in Microsoft Teams.  These Microsoft Teams live events is an extension of the apps capabilities that will enable your employees to produce live events for online audiences and clients with central control over video, sound, interaction, and reporting.  We have also included a handy video to help with Microsoft Teams.

  1. In Microsoft Teams click on the Meetings button on the left side of the app
  2. Select New meeting.
  3. In the dialog box, click new meeting.
  4. Click on New live event.
  5. Enter a meeting title, date, and time information.
  6. Select the people to invite to the event.
  7. Add who will be presenting and producing the event.
  8. Click Next in Microsoft Teams.
  9. Under Live event permissions, choose who can attend your live event.
  10. Click Schedule.
  11. Click the Get attendee link to copy the unique code.

 

 

Part 11 – How do you use Approvals in Microsoft Teams

In this section we will cover how do you use Approvals in Microsoft Teams.  Microsoft Teams Approvals is a simple way to streamline all your requests and processes with your team or partners in one central place.  From here you will be able to create new approvals and see all your approval history.  We have also included a handy video to help with Microsoft Teams.

  • Microsoft Teams Approvals Hub – All approvals that you sent or received are located here. All approvals will show up everywhere including Microsoft Power Automate, Microsoft SharePoint, and Microsoft Dynamics 365.
  • Microsoft Teams Approvals Chat – All approvals can be setup from your message box resulting in them being listed in your chat however only the people in the conversation can be added as approvers.
  • Microsoft Teams Approvals Card – The approvals card gives you a real-time summary of your approval status so you can see who has responded or who requires more time.
  • Microsoft Teams Workflow Approval – Microsoft Power Automate will allow you to create a workflow for approvals. You can create a new workflow and select a trigger such as a system driven event.

 

 

Part 12 – How do you user Shifts in Microsoft Teams?

In this section we will cover How do you user Shifts in Microsoft Teams as it is a project schedule management tool that helps you create, update, and manage schedules for your entire team in Microsoft Teams.  We have also included a handy video to help with Microsoft Teams.

  • Microsoft Teams Schedules – Create, edit, and manage in Microsoft Teams.
  • Microsoft Teams Groups – Name a group like a job type or location to keep your groups organized.
  • Microsoft Teams Shifts – You can add a shift from new, template or copy an existing one.
  • Microsoft Teams Open Shifts – The schedule has an open shifts row that anyone can request.
  • Microsoft Teams Time Clock – Time Clock allows clock in and out of a shift with a mobile device.
  • Microsoft Teams Requests – Review requests for time off, shift swaps, or offers.

 

 

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