Microsoft Teams - The Missing Manual
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Slides used during a talk given to the Columbus Office365 User Group
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Microsoft Teams - The Missing Manual
- 1. Ricardo Wilkins – Customer Success Manager | Modern Workplace aka.ms/ricardowilkins
- 2. Agenda • Quick Tour • Scenario: Clicking Around the Pieces • Scenario: Volume (too many teams, emails) • Scenario: Useful Tabs • Scenario: Channels • Scenario: Team of 1 • Q&A
- 3. Chat for today’s teams Communicate in the moment and keep everyone in the know Customizable for each team Tailor your workspace to include content and capabilities your team needs every day. A hub for teamwork Give your team quick access to information they need right in Office 365 Chat-based workspace in Office 365 Security teams trust Get the enterprise-level security and compliance features you expect from Office 365.
- 4. Office 365 Groups Outer LoopInner Loop Files Sites Content SharePoint Where to Start a Conversation
- 5. Chat for today’s teams People can see content and chat history anytime Team chats and activities are visible to the entire team Use private chats for small group conversations Mobile access on Android, iOS and Windows Phone
- 6. A hub for teamwork Chat, content, people, and tools live in a team workspace Voice and video meetings right within Teams Built-in access to SharePoint, OneNote and Planner Work with Office and other documents right in the app
- 7. Customizable for each team 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 Build integrations with developer preview APIs
- 8. Structure Teams • Collection of people, content, and tools surrounding different projects Channels • Dedicated sections within a team to keep conversations organized • Places where everyone on the team can have open conversations • Can be extended with Tabs, Connectors and Bots
- 10. Memberships and Roles (cont.) Team Owner Team Member Team Guests Create team - - Leave team Edit team name/description - - Delete team - - Add channel * * Edit channel name/description * * Delete channel * * Add members ** - - Add tabs * - Add connectors * - Add bots * - * Can be restricted through Teams settings by the owner
- 11. Demo
- 12. Resources to Learn More Your hub for all things Microsoft Teams including vision, practical onboarding guidance, success stories, help and support. Assistance for customers to realize their vision with Microsoft cloud services Resources Product Help https://aka.ms/TeamsSupport Office Roadmap https://aka.ms/OfficeRoadmap Office Blog https://aka.ms/OfficeBlog https://aka.ms/TeamsOfficeBlog Known Issues List https://aka.ms/TeamsKnownIssues https://aka.ms/SuccessWithTeams https://FastTrack.microsoft.com
Editor's Notes
- Slide objective: Introduce Teams as part of the Office 365 collaboration portfolio Talking points: Teams fits in the Office 365 collaboration portfolio by giving teams easy access to the information they need in a dedicated hub for teamwork. Here, people find their team chat, content, people and tools living together in Office 365. There are four key attributes of Teams that help close-knit teams to perform at their best: The modern-day chat keeps everyone in the know with chat history, whether across the team or in a private chat It’s a dedicated hub for teamwork, where people have easy access to everyday apps such as Word, Excel, PowerPoint, websites, and OneNote – the apps teams rely on daily for getting work done Teams is customizable for the way different teams work, including publicly available APIs and bot frameworks Lastly, Teams is designed to provide a great collaboration experience while upholding our commitments to safeguard customer and user data, to protect their right to make decisions about that data, and to be transparent about what happens to that data
- [Please only use this slide if your customer has questions on the right tool to use when. Objective of this slide is to reinforce our teamwork position] Microsoft 365 meets the diverse needs of teams with an integrated solution that is secure We’ve designed Microsoft 365 to meet the unique needs of every group. For each of those categories of teamwork, Microsoft 365 includes a purpose-built application. When deciding how best to leverage our toolkit for your team needs, think about the type of work that needs to get done and the type of conversations your team needs to have. The inner loop includes people you work with regularly, actively communicating and working on projects to deliver against important goals and deliverables. For this type of interaction Microsoft Teams is the best tool, allowing you to actively engage with your team in a shared work space where you can work on files, chat, and even host meetings. Your outer loop includes people across your company who provide valuable information, that you openly connect with on common topics of interest. Yammer is the best tool for your outer loop, letting you openly connect across the company to solicit ideas, and share best practices on broader initiatives. Outlook remains a tried and true tool for conversations, and is useful for teams that want to quickly share and communicate in a familiar place Of course, content and creativity is at the center of every team – the very reason teams come together to connect, whether it is collaboration on a new product strategy, a sales presentation or a key company initiative. SharePoint is the tool that keeps content at the center of teamwork, making files, sites and content easily shareable and accessible across teams and organizations. SharePoint is tightly integrated with Teams, Yammer and Outlook in order to enable seamless content collaboration across conversation experiences. And it’s all built on an intelligent fabric - suite-wide membership service with O365 Groups; suite-wide security and compliance; suite-wide discovery and intelligence based on MS Graph
- Objective: Land first what Teams is: chat based collaboration for teams Talking points: Teams allows teams to communicate in real time and keep everyone in the know at the same time. All team members can see and contribute to the team chat, seeing chat history at any time to recall past discussions and decisions. You have the flexibility to create private chats for small group conversations with one or many people for when a conversation needs to be taken offline. You stay on top of all of the activity with notifications that alert you when you’ve been @mentioned or when someone replies to a conversation you’re a part of. You can also receive Skype for Business chat messages on Teams so that you have one place for your team communications. And of course, you can use Teams across all your devices. We support Teams on Windows, Mac, iOS, Android, Windows Phone, and on the web.
- Objective: Expand Teams value: differentiated with power of Office 365 integration Talking points: Not only is Teams the place for your team chat communications, it’s also a hub for your team’s collaboration. You find in a single place the chat conversations with your team, files, and everyday tools. When you need to talk face to face, you can start a video call from a team chat or private chat. Turn off video if you just want an audio call. You can also join scheduled meetings from Teams to meet within a channel or privately outside the channel. Because Teams is integrated with Office 365, teams have quick access to the information they need whether they are files shared through SharePoint, notes in OneNote or tasks in Planner. Excel, PowerPoint, Word, PDFs, and other documents can be shared and opened right in the app. If you can’t immediately find what you need, you can search in Teams for people, files, chats and links. You can move easily between multiple teams so it’s easy to see what’s going on across teams, across channels, across chats. It’s also easy to set up and manage, whether you’re an IT pro or an end user. Because it’s part of Office 365, all of your team members are instantly there.
- Objective: Show Teams is also flexible to meet the individual needs of different organizations Talking points: Teams gives you the flexibility to create a workspace that fits your teams’ needs. Create different channels for the team based on work streams or topics. Add new tabs to a channel for quick access to frequently used documents and cloud services like PowerPoint and Planner. Teams also includes integrations from partners like Zendesk, Asana, and Hootsuite. Tabs are used to surface content in its native format, allowing for rich collaboration in the right context. Explore data and take quick actions with bots like T-bot. or 3rd party bots like Polly, Meekan and many others. With more than 70 Office 365 Connectors from services like Twitter, Dynamics CRM Online, VSTS or GitHub, available now, you can send rich notifications right into a channel. These are great for notifying a team about required actions, completed transactions, breaking news, and other real-time updates. You can stay on top of all of the activity with notifications which alert you to when you’ve been @mentioned or when someone’s replied to a conversation you’re a part of.
- Organization All teams created by employees in your organization are associated with your Office 365 tenant. You can designate all employees or a subset of employees with the ability to create teams, using Office 365 Groups. Team A team is designed to bring together a group of people that work closely to get things done. Teams can be dynamic for project-based work (e.g., launching a product, creating a digital war room), as well as ongoing, to reflect the internal structure of your organization (e.g., departments and office locations). Conversations, files and notes across team channels are only visible to members of the team. Channel A channel helps organize the team’s conversations, content and tools around a specific topic. Channels can be organized by topic (events), discipline (design), project (launch) or just for fun (fun stuff). Team owners can create channels and enable team members to create channels, as needed. Tabs along the top of a channel enable teams to keep files, notes, and customized content such as Power BI metrics, business goals on a Word document, or organizational chart on a PowerPoint slide. This content is then easily accessible to everyone on the team. Additional connectors to 3rd-party applications can be customized at the channel level to bring in data from everyday tools such as Trello, Asana, GitHub, and more.
- Organization All teams created by employees in your organization are associated with your Office 365 tenant. You can designate all employees or a subset of employees with the ability to create teams, using Office 365 Groups. Team A team is designed to bring together a group of people that work closely to get things done. Teams can be dynamic for project-based work (E.g. launching a product, creating a digital war room), as well as ongoing, to reflect the internal structure of your organization (E.g. departments and office locations). Conversations, files and notes across team channels are only visible to members of the team. Channel A channel helps organize the team’s conversations, content and tools around a specific topic. Channels can be organized by topic (events), discipline (design), project (launch) or just for fun (fun stuff). Team owners can create channels, and enable team members with the ability to create channels, as needed. Tabs along the top of a channel enable teams to keep files, notes, and customized content such as Power BI metrics, business goals on a Word doc or organizational chart on a PowerPoint slide. This content is then easily accessible to everyone on the team. Additional connectors to 3rd party applications can be customized at the channel level to bring in data from everyday tools such as Trello, Asana, GitHub and more.
- Tabs, Bots and Connectors can be controlled at a tenant level and if turned off, will not show up for the individual teams. All permissions are set on a per team basis. * Can be restricted through Team settings by the owner ** After adding a member to a team, an Owner can also promote a Member to Owner status. It is also possible for an Owner to demote their own status to a Member Guests cannot be made Team Owners