Gina Montgomery presented on digital collaboration tools in Office 365 including Planner, Microsoft Teams, and Office 365 Groups. The presentation covered creating plans and tracking tasks in Planner, using Microsoft Teams as a chat-based workspace for collaboration, and tips for educating users and managing Office 365 Groups. The agenda included demonstrations of Planner and Microsoft Teams as well as discussions of trends, administration best practices, and compliance options for Office 365 Groups.

1. P R E S E N T E D B Y G I N A M O N T G O M E R Y, V- T S P, M C S A , M C T S , M C P
J A N U A RY 2 0 1 7
J U M P S TA R T D I G I TA L
C O L L A B O R AT I O N

2. Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Planner &
Microsoft Teams
O365 Groups

3. Introductions
3
www.ginamontgomery.com
@ginaMMontgomery
gina.montgomery@connection.com
b-gimon@microsoft.com
Gina Montgomery, V-TSP MCSA MCTS MCP
Connection – Sr. Director, Microsoft Cloud Services

4. Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Planner &
Microsoft Teams
O365 Groups

5. 5COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616
The Modern Workplace

6. Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups

7. Groups Building Blocks
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Office 365 Groups is an architectural element of Azure Active Directory
Azure
Active Directory
http://bit.ly/1LhPb60

8. Agenda
8
Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups

9. Agenda
9
Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups

10. Creating Plans and Tracking Tasks with Office 365 Planner
Put your plans in motion – build teams, share goals, and track progress

11. Planner Hub
• Favorite Plans
• Plan Roll-Up
• My Tasks Aggregation
• The Planner Board

12. What’s in a plan?
As each plan is created, it is also set up as an Office 365 group and includes:
• A SharePoint Online document
library, set up with appropriate
permissions.
• A group mailbox for email
and conversations.
• A group calendar.
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13. Planner Board
• Organize and divvy up plan tasks using the board.
• You can set start dates and due dates, set progress status, and assign people to tasks.
• You can also keep track of working groups for virtual teams, feature crews, ship goals, and
action items.
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14. Get Granular with Plans
• Determine goals and overall plan start and due date.
• Define and order tasks with start and due dates.
• Decide who should work on those tasks.
• Check the availability of those people for the tasks.
• Gather or create the documents you will need to share with your team.
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15. When you are done with a plan…
• When you delete a plan, you also delete its group and its conversations, its document
library, notebook, and other related information.
• If you really do want to delete your plan, consider creating an archive of your work by
copying the dashboard status and the text of conversations, and saving any related
documents – or whatever practices work best for you.
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16. Office 365 Planner
End User Demo

17. Creating digital chat-based workspace
Have discussions – Collaborate – For today’s teams

18. Security teams trust
Chat for today’s teams
Customizable for
each team
A hub for teamwork
Microsoft Teams
the chat-based workspace in Office 365

19. Chat Experience for Today’s Teams
• Microsoft has built a threaded, persistent chat scenario within Microsoft Teams.
• It allows for open group chats or private 1:1 chats.
• Built for today's teams it also allows users to show personality with GIFs, stickers, custom
memes and emojis.
• Skype for Business Online is integrated naturally and powers voice and video call
functionality from right within the Team Channels.
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20. A Hub for Teamwork
• Microsoft Teams is also a new hub for teamwork.
• It's integrated with SharePoint Online, Power BI and Planner and is tied together by the
Office 365 Groups Service.
• The Microsoft Graph provides intelligence to the service as well.
• Word, Excel PowerPoint and OneNote are also built into Teams to make adoption even
easier.
• Search works well across files, chats and people.
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21. A Customizable Experience for Each Team
• Users can create tailored channels inside each team.
• There is a concept of Tabs available within the channel where you can pin common
services like OneNote to the top of the channel.
• The Teams services can be extended with its open APIs and support of the Microsoft Bot
Framework as well.
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22. Built-in security that teams trust
• Security is also built in that Teams can easily trust.
• Other popular security features that you've been using with Office 365 and Azure AD are
available in Teams.
• Data is encrypted at rest and in transit.
• Multi-factor authentication is available for another layer of protection.
• The Microsoft Teams service is served from Microsoft's global hyper-scale network and is
centrally managed as part of Office 365 Business and Enterprise plans.
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23. Microsoft Teams Demo

24. Agenda
2
Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups

25. Step 1: Educate Users on Choices for Groups
Conversations for Groups can be in Outlook, Yammer, and now, Microsoft Teams.

26. Groups Conversations Choices
Conversations in Outlook:
• Shared Inbox – For email conversations between your members. This inbox has an email
address and can be set to accept messages from people outside the group and even outside
your organization, much like a traditional distribution list.
Conversations in Microsoft Teams:
• A persistent chat board where you can have informal, real-time, conversations around very
focused topics or specific sub-groups within the group.
**Conversations in Yammer:
• Newsfeed based conversation. Yammer is the only app in O365 that allows you to have a
conversation with the entire company outside of an email forwarded to “company all”. Beware
reply all storms 
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27. **Yammer Integration Coming Soon
This means that group experiences in Yammer will get access to Office 365 services, such
as SharePoint Online, OneNote and Planner.
• The Yammer's integration with Office 365 Groups will be initially available only for 1:1 network
configurations. This means you have one Yammer network that is associated with one Office 365
tenant.
• You must enforce Office 365 identity for Yammer users.
• Once the first two conditions are met, then you can create new groups that will include additional
capabilities like a SharePoint Online Team Site and Doc Library. Admins and users will know if
a group experience in Yammer is connected with Office 365 Groups when they see the Office 365
Resources section in the right navigation of the group in Yammer as shown in the following figure.
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28. Step 2: Know Groups Limits

29. Office 365 Groups Limits
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The default maximum number of groups that an Office 365 organization can have is
currently 500,000.

30. Step 3: Learn to Manage Groups

31. Learn to Manage Groups
• Add and remove group members in Outlook 2016 / Add and remove group members in
Outlook on the web
• Manage Group membership in the Office 365 admin center
• Use PowerShell to manage Office 365 Groups
• Assign a new owner to an orphaned group
• Migrate distribution lists to Office 365 Groups
• Guest access to Office 365 groups - Admin Help
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32. Step 4: Learn O365 Groups Compliance,
Reporting and Governance Options

33. Compliance, Governance and Reporting
• Create a distribution group naming policy
• In-place eDiscovery in the Exchange admin center
• Create or remove an in-place legal hold
• Create a preservation policy
• Run a Content Search in the Office 365 Security & Compliance Center
• Introduction to IRM for email messages
• Office 365 Reports in the admin center - Office 365 groups
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34. Step 5: Use the Resources for Admins

35. Resources for Admins
• Microsoft Support Documentation – O365 Groups
• Office 365 Roadmap
• Microsoft Teams Admin FAQ
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36. Thank you!
36
www.ginamontgomery.com
@ginaMMontgomery
gina.montgomery@connection.com
b-gimon@microsoft.com
Gina Montgomery, V-TSP MCSA MCTS MCP
Connection – Sr. Director, Microsoft Cloud Services