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What is Microsoft Teams?
- 2. Microsoft 365 Services Digital Transformation for the Enterprise STAFFING • Project Server / Project Online / SharePoint Administrators • Power Platform Specialists • Project Managers & Schedulers • Business Analysts CONSULTING SERVICES • Cloud Migrations • Project, SharePoint, Flow , PowerApps, Power BI & Teams. • Planning Workshops • Consulting, Delivery, Training and Support Services • Pre-packaged applications
- 3. The Power Platform- Better Together Custom Applications InfoPath Conversions Modernize existing Apps Custom Workflows Modernize Business Processes Design & Build Dashboards PowerApps Microsoft Flow Power BI
- 4. Cloud Migrations Intranet Design and Build Custom SharePoint Apps Teams Governance Training & Adoption Project Online set up and Configuration Project Work Ready Solution Reporting Microsoft 365 Services Microsoft SharePoint Microsoft Teams Project Online
- 5. Our Team PPM Architects Power Platform Solution Specialists BI Architects Developers Project Managers Business Analyst QA Support Team Manage Power Platform User Groups in PHL & NC Microsoft Partner Program
- 6. PowerApps in 3-5-10 Days Microsoft 365 Workshops Power BI in 3-5-10 Days Microsoft Flow Workshops Interactive sessions to dive into each solution and build applications on your environment Sign up for a Workshop with your Microsoft Planning Service Days Microsoft Teams Planning Workshops
- 7. Microsoft Teams Chat-based workspace in Office 365
- 8. What we’ll cover today Introduction: Bring your team together Experience Microsoft Teams • Get desktop & mobile clients • Start with chat • Create teams • Create channel • Use and create tabs in channels Drive usage Demo
- 9. Collaboration is how work gets done Geographically Distributed Need varied ways to connect across locations and time-zones Internal & External Team Members Team members outside the firewall need unfettered access Multi-Generation Workforce Different expectations and preferences for tools Employees work on nearly 2xthe number of teams, compared to 5 years ago Geographically Distributed Need varied ways to connect across locations and time-zones Internal & External Team Members Team members outside the firewall need unfettered access Multi-Generation Workforce Different expectations and preferences for tools
- 10. Microsoft Teams is a platform that combines workplace chat, meetings, notes, and attachments. The service integrates with the company's Office 365 subscription office productivity suite, including Microsoft Office and Skype, and features extensions that can Integrate with non-Microsoft products. Teams allow communities, groups, or teams to join through a specific URL or invitation sent by a team administrator or owner.
- 11. Customizable for each team Teams Security Framework A hub for teamwork Chat for today’s teams
- 12. • Threaded, persistent chat • People can see content and chat history anytime • Team chats and activities are visible to the entire team • Open group or private 1:1 conversations • Use private chats for small group conversations • Easily switch between teams • Show personality with emojis, stickers, GIFs • Email integration • Mobile access on Android, iOS and Windows Phone
- 13. Word, Excel, PowerPoint, and OneNote built-in Integrated with SharePoint, Power BI, Planner Search across people, files, and Chats Ad hoc and scheduled meeting capabilities Grant guess access Support for open, public teams Chat, content, people, and tools live in a team workspace Voice and video meetings right within Microsoft Teams Work with Office and other documents right in the app
- 14. Tailored channels and custom memes Integrate common cloud services with Tabs Notifications via shared Connector model Create different channels for work streams and topics Add tabs to frequently used files and cloud services Get updates from the apps your team uses every day Customize notifications so you don’t miss important info
- 15. Served from our global hyper-scale cloud Compliance leadership with HIPAA, ISO27001, and more Built-in information protection Intune integration Accessibility features Tier-C Compliant Data encryption at all times, at-rest and in-transit. Multi-factor authentication for enhanced identity protection.
- 16. Suited for many different team roles Enhance your productivity experience
- 17. Microsoft Teams 2-3 Day Planning Workshop 1. GET FAMILIAR • Deep Dive into Microsoft Teams- Chats, Teams, Channels & Apps • Integration with O365 components • Conceptual design on set up 2. SET UP • Chat, Teams, Channels and Apps- Taxonomy and Governance • Create Teams for one business group • Security and Access Best practices • Onboard early adopters • Onboard Support 3. SCALE • Rollout and Training Plan • Design Communication Plan • Quarterly health checks
- 18. Questions & You can reach us at: Mike@Marque360.com Jorel@Marque360.com
- 19. Chat-based workspace • Iterate quickly on a project with your team • Share team files and collaborate on deliverables • Connect developer tools into your workspace Enterprise social • Create a community of practice around research or trends • Crowdsource ideas on how to solve problems • Foster two-way conversations between leadership and staff Email & calendar • Upgrade your DL to a group inbox with shared assets • Share updates with your group in email • Keep your group in sync with a shared calendar Sites & content management • Create a company intranet for news and resources • Customize your Team Site to automate document workflows and share lists • Collaborate on your individual files in OneDrive Voice, video, and meetings Teams Yammer Outlook SharePoint Skype • Set up meetings with audio, video, and web conferencing • Hold Town Hall meetings with up to 10,000 people • Make business calls using the Internet or phone network Office 365 collaboration use case guidance Office 365 Groups Use cases
- 20. The Microsoft Teams experience
- 21. https://teams.microsoft.com Get Microsoft Teams for all of your devices
- 22. Get started
- 23. Activity Feed of all actions 1:1 and Group Chats Your Teams Your Calendar Your Files Search Teams Send Message Start Meeting Expand Rich Editor Channel options Team options
- 24. Start with chat
- 25. Using chat • Start a private chat. Select New Chat icon. In the To box, enter the name(s) of those you want to invite. In the Compose new message box enter a message, and press Enter. • Add someone to a group chat. From a chat, select the Add people icon in the top right, and add a member. • Start a video or audio call. From a chat, select video or audio call in the top right. • Favorite a chat. Select the ellipsis (…) to the right of the chat name, and select Favorite. When you favorite a chat it will be moved to the top of your chats list. • Rename a group chat. Select the pencil icon to the right of the chat name.
- 26. Have a private 1:1 chat, small group chat, or a video call Chat in Microsoft Teams
- 27. Create teams
- 28. • Each team can have up to 2,500 members and 100 owners. • Team owners can add new members and other owners, rename, delete, or edit the settings of the team. • When a team is created, a group will be created in Office 365, which includes a shared Outlook inbox and calendar, a SharePoint site and document library, a OneNote notebook, and Planner. • If you already have an established Office 365 Group, than it’s best to activate Microsoft Teams on your existing group instead of creating one from scratch. Teams
- 29. 1. From Microsoft Teams, in the left navigation, select Teams. 2. In the middle pane, select Add team, and then select Create a team. 3. Enter a name and a description for your team, select Public or Private, edit the default security setting if needed, and then select Next. 4. In the Members box, enter the name or email of a person you would like to add, select the person’s name, and then select Add. Repeat this step until you have added everyone you’d like to add as team member. Create a new team
- 31. If you already have an established Office 365 group you can activate Microsoft Teams on the existing group. Then the existing site, mailbox, and notebook are used in place. 1. In the left navigation, select Teams. 2. In the middle pane, select Add team, and then select Create a team. 3. Under Add Microsoft Teams to an existing Office 365 Group, select Yes, add Microsoft Teams functionality, then select Next. 4. Select your team, and then select Choose Team. You will be directed to your new workspace in Microsoft Teams. Integrate Teams with an Office 365 group
- 33. Channels organize a team’s conversations, content, and tools around specific topics. • Conversations shared in channels are visible to all of the members of your team. • All members of your team can create channels. • All teams have the default General channel. Channels
- 34. Go directly from a group conversation into a video meeting. 1. From a conversation, select the Meet now icon. 2. Select Meet now to have an immediate call with anyone in the team who wants to join, or select Schedule a meeting. Video meetings in channel conversations
- 35. Use and create tabs in channels
- 36. All channels have three default tabs: Conversations, Files, and Wiki. • Conversations tab. Have conversations with your team. • Files tab. Upload, view, and share documents. These documents are stored in your team’s SharePoint document library. • Wiki tab. Take notes, @mention your team members, or draft and edit content in real time. Tabs
- 37. • Start a conversation. Enter a message in the Start a conversation box, and press Enter (or the Send icon). • Reply to a message. Select Reply below a message, and enter a reply for a threaded message. • @mention a member. Include @MemberName with your message, and your team member will receive an alert. • Message options. You can save, delete, like, and add some flair to your messages with a Emoji, Giphy, or Sticker. • Find a message. Enter a keyword in the Search box, and select the Messages tab. Conversation tab
- 38. All files shared in a team channel conversation can be found in the channel’s Files tab. • You can also upload files directly to the Files tab. • You can start a conversation about a file by opening the file in Teams and selecting Start Conversation in the upper right. • To view your Microsoft Team files in SharePoint where they are stored, select Open in SharePoint. Files tab
- 39. Custom tabs allow you to integrate the tools and services you or your team use right into a channel. A few popular examples are: • Office applications: OneNote, Excel, PowerPoint, Word • Power BI • Website • Visual Studio • Stream Custom tabs
- 40. Experiment and have fun
- 41. Your team can add fun graphics in your messages, allowing your team culture to shine through. In your conversation, select Emoji, Giphy, or Sticker. Add some fun with an Emoji, Giphy, or Sticker
Editor's Notes
- Over the past few years, there’s been a dramatic increase in the amount of collaboration. Employees are on 2x as many teams as 5 years ago The amount of time employees spend engaged in “collaborative” work – in meetings, on phone calls or answering emails – has increased by about 50%. Perhaps even more significantly, this kind of work now takes up 80% or more of employees’ time. In addition to an increase in the amount of collaboration, there are other characteristics that are different about how we’re working together today. People on teams are a mix of employees and outside vendors. For example, already in the EU, 40% of the workforce is contingent worker. Teams have remote members, either remote from home, or because on the road or because located in different geography. For the first time, 4 generations are working alongside each other and have different expectations about the tools they use to communicate and collaborate.
- Microsoft Teams delivers on four core promises to create a digital workspace for high-performing teams.
- Microsoft Teams delivers on four core promises to create a digital workspace for high-performing teams.
- First, Microsoft Teams provides a modern conversation experience. It supports not only persistent, but also threaded chats to keep everyone engaged. Team conversations are open by default and, of course, there is the ability for private discussions, too. Folks can include emojis, memes, and other fun graphics in their messages, which allows team culture to shine through. And we’ve done a lot of work since preview. There are a couple of features I’m particularly excited about. We’ve rolled out audio calling from mobile devices, plus video calling on Android. And we’ve made it easier to continue email conversations in Teams, with the ability to email a channel and retain rich formatting, including attachments and flags, so folks can keep all the content and context handy.
- Second, Microsoft Teams is a true hub for teamwork. The Office apps and services that people use every day−Word, Excel, PowerPoint, OneNote, SharePoint, even Power BI−are all built in, so people have the information and tools they need within Microsoft Teams. Since the preview, we’ve added support to make teams open, public, and searchable within your organization. We’ve also enhanced the meeting experience by adding scheduling capabilities, integrating free/busy calendar availability for team members, and making it easier to transition from chat to high-quality voice and video.
- Every group is unique, so we’ve made it easy for teams to customize their workspace with tabs, connectors, and bots. Microsoft Teams shares the same Connector platform with Exchange, and has full support for the Microsoft Bot Framework. Since preview, there are new bots like Hipmunk, Growbot, and Module Q. And now bots can be used across channels, making it easier to gather information and streamline tasks right from within your workflow. Using tabs, each team can customize its environment either with the familiar Microsoft tools like Planner and Visual Studio Team Services, or with an ever-growing range of third-party services. To bring our users a breadth of customization options, we’re working with more than 150 partners, along with new partnerships with SAP and Trello. SuccessFactors will help employees and managers track goals and performance as part of the way they work in Microsoft Teams every day. Trello will empower groups to easily get projects done with boards, lists, and cards right within Teams. These partnerships give users shared perspective on all their work, without having to switch tools.
- Finally, Microsoft Teams benefits from the Office 365 hyper-scale, enterprise-grade cloud, delivering the advanced security and compliance capabilities customers expect. It supports key standards including SOC 1, SOC 2, EU Model Clauses, HIPPA, and more. Since preview, we’ve added mobile management with Microsoft Intune and new features for compliance and litigation support, including audit log search, eDiscovery, and legal hold for channels, chats, and files. And starting today, Teams is now automatically provisioned within Office 365. While security and compliance capabilities are critical for enterprise customers, our responsibility at Microsoft goes beyond this. Our mission talks about empowering every person to achieve more. With that in mind, we’re focused on building an inclusive experience for the entire group, including support for those who use screen readers, high contrast, and keyboard-only navigation, to enable the collective brainpower and potential of everyone.
- Think about the roles you and others play in your group, and the productivity experiences you already have in Office 365. This is your opportunity to knit them together in a frictionless collaboration experience. You are enhancing rather than replacing what you already have. Microsoft Teams is particularly well suited for teams where team members are highly engaged, iterating on shared deliverables. There are such scenarios across sales, marketing, project management, engineering, and customer service. Some examples: Sales Close deals faster. Get answers to customer questions, advice on objections, and approvals. Spend more time selling. Digitize status meetings, sales training, and expert Q&A sessions. Stay ahead of customers. Know the latest company, product, and competitor news. Build a winning culture. Share customer feedback and wins with valuable context. Update the account team with customer feedback and implications for account management. Marketing Execute marketing campaigns and events flawlessly; coordinate tasks and deliverables, share updates across multiple stakeholders. Manage the creative process from concept to launch. Share designs, gather feedback, and get approvals. Work more closely with field marketers. keep the field in the loop, get their input and feedback. Build a creative team culture; share ideas, inspiration, and best practices. Project Management Collaborate engineering and development across a distributed team. Streamline product launches and releases; coordinate tasks and deliverables, share status, and updates. Speed up issue resolution and spin up digital war rooms for escalations and to track progress. Engineering Develop faster across distributed teams. Enable continuous communication and smooth handoffs between teams. Build a collaborative culture. Discuss ideas and requirements, gather inputs and feedback in the open. Customer Support Enable continuous knowledge-sharing. Share known issues and fixes between shifts. Build a collective knowledge base and document customer FAQs and subject matter Q&A. Speed up issue resolution. Troubleshoot critical issues together in various subject matter experts. Stay ahead of customers. Know the latest product updates and customer offers.
- Each workload in Office 365 has the scenario where it is most powerful, and we want to offer our users a choice of where and how they work. Teams: Core messaging – chat based workspace, flexible, extensible, connecting the Office 365 workloads, support for INTERNAL meetings/video chats for up to 60 people. Yammer: Enterprise social for service support, communities of practice, executive engagement. Outlook: Core email and calendar. Formal and low-frequency communication. Steering committee example. SharePoint: Curated content – organizational portals. Business process automation with PowerApps & flow. Powers file storage capabilities behind Microsoft Teams.
- The URL you should remember is aka.ms/getmicrosoftteams. This our hub for all our employee education, policy, known issues, and questions. The web application for Teams is available at Teams.Microsoft.com. But the web app will always prompt you to download the desktop app because that is the richest experience. I highly encourage you to install the mobile app as well as the desktop app. The mobile app supports all of your chat experiences, both in your teams and one on one chat, and you can also do video calls. The mobile client applications are published in their respective app stores - Windows, Apple Store, Android
- Walk through UI, including left rail (Activity, Chat, Teams, Meetings, and Files)
- Once in a chat, you can pull more people in as necessary. Note: The new person cannot see previous chat history. Start a video or audio call to meet in real time. All of the files you share in a chat will be stored in the Chat > Files tab, which is integrated with OneDrive. You can chat across multiple devices. You can use emojis, giphies, and stickers to make your chat more fun. You can now do one-on-one calling and from the desktop app and the mobile app (iOS and Android) - Not PSTN calling, just someone in the GAL or domain at Microsoft. Now you can also chat with people from Teams in Skype for Business if they haven’t started using Teams or don’t have Teams open. You will see a banner at the top of the chat capabilities that says you’re talking with someone in Skype for Business.
- People can refer back to content and chat history anytime. Team chats and activities are visible to the entire team; use private chats for 1:1 or small group conversations.
- Find the right "tribes" in your org, and make sure the team is at the level at which people are all working toward a common goal and are tightly collaborative. Teams is much better when users have only 6 to 7 teams max that they have to check on. Avoid trading inbox overload for team and channel overload. Organizing at higher levels in larger teams prevents this. Consider making general interest teams public so that anyone at Microsoft can join.
- Security settings – LBI, MBI, and HBI Once you’ve created a few teams, you can reorder them in your view via drag and drop. The most active will appear as the top five by default.
- Public Teams are now available. You have the ability to create public teams of up to the 999 members. It will show up on the Create Team view. You can add yourself there or select create to create a new team.
- Permissions and security are inherited from your O365 group settings. Office 365 groups that have in excess of 999 users cannot be enhanced with the Teams experience. IMPORTANT: Once you create a team, you cannot delete the team without deleting the associated O365 group and all it’s shared content. Outlook and Yammer conversations will not be visible within Microsoft Teams.
- Create only a few initial channels and encourage team members to create channels as needed based on topics, v-teams, initiatives, etc. For an engineering team you could have channels on performance, build, live site, UX coherence. For a sales team, you could have channels for industries, best practices for driving E5 and Azure, etc. You can find detailed guidance for Sales, Marketing, Engineering, Finance and general project planning on Infopedia. Pick cross-cutting themes that lead to active discussions from a diverse set of people. Upload all files in Teams and in context to the correct channels. If you have an existing SharePoint site, OneNote notebook, or Power BI dashboard you want to leverage, pin it to a channel. In larger teams, make an “Announcements” channel to congratulate teams and team members’ on achievements, inform the team about new hires, etc. People can like and acknowledge messages without leading to without email “spam.”
- From Teams > Channel > Conversation tab. You can invite anyone from the team. Up to 80 people can be in a meeting. You can see up to 4-5 videos at one time in the video meeting. Clicking the Meet now icon will notify any members who follow the channel (alert pop up and via Outlook). Once you are in the meeting, you can share your desktop. The content layout lets everyone see what’s being shared, along with people’s facial expressions. Schedule a Meeting
- @Mention: Using @mention will let specific people know that you want them to participate in a channel or see a conversation. You can only @mention members of the team. If you are @mentioned in a conversation, you will see notifications in the left navigation, on the channel, and next to the message in the channel conversation. If you are signed in to Teams, you will also see a pop-up notification. Like and save: At the top right corner of all messages in Channels, you have an option to like messages or save them for later. Saved messages will be kept in Saved which can be found by clicking your picture. You will see the Saved folder and My Activity. Message options: Everything from emojis to GIFs to stickers and customizable memes that you can actually edit are there for to showcase the personality of your team and add some flair to the conversation.
- When a team is created, a SharePoint document library is automatically created for your team (unless you add Teams to an established O365 group, in which case the existing SharePoint will be integrated with Teams). Each team channel has its own folder within the SharePoint document library that is visible in the channel’s Files tab. Files shared in a team conversation can be found in the Files tab.
- Don't forget to have fun. Send a few stickers, GIFs, or memes. It is amazing how viral these things can be.
- Demo all aspects of the SharePoint mobile app: Sites: recent and followed, going into a team site to show site activities, ability to follow the site (click the “star” icon), and click the menu to see all site contents. Links: shows a curated list of all sites pushed to all users from IT; same as promoted links from Sites page era, now listed as Links on both SP app and SP home. People: this is a flow of people you’ve recently engaged with, being pulled from the relevant information we get from the Microsoft Graph. Clicking into one of the people we see their basic info, who they work with, and what they are working on. And in Settings, you can show that you can connect multiple accounts: SPO in Office 365 and SharePoint on-premises (SP 2013 & SP 2016 supported). … in transition, speak to how what they see in the SP app mirrors the information and sites they will see within the Office 365 user interface when they click on the “SharePoint” tile in the app launcher (used to be the “Sites” tile – now it’s a home for all things SharePoint on the web. Demo all aspects of the SharePoint home in Office 365: Highlight main areas: Frequent sites + peek at site activities, followed sites, recent sites you’ve visited, promoted Links featured by your organization Scroll to Suggested sites based on recent searches or, if enabled by your administrator, a list of recommended SharePoint sites generated by the Microsoft Graph. Choose one of the suggested site to follow (click the star) A search box where you can search for sites you've recently visited or files you've recently viewed or edited. You can also search for other sites, files, or people in your organization – true enterprise search with relevance baked in.