Crash course in

Microsoft Teams:
How to work better together
Crash course in Microsoft Teams: How to work better together 2

Table of contents

03 04 10
Introduction Communicate Collaborate intelligently
with anyone with your favorite
Office apps

13 16 20
Work with Customize your Modernize teamwork
confidence workspace with the for your business
apps and services you
know and love
Crash course in Microsoft Teams: How to work better together 3

Introduction

As businesses look for new ways to drive Teams brings together the tools and resources
innovation, they naturally look to technology. a high-performing organization needs. It
integrates meetings, messaging, and calling
This crash course will show you how Microsoft services—plus the familiarity and power of
Teams, included as part of Microsoft 365, can Office apps—into a single, secure hub.
enhance your team’s ability to communicate
and collaborate. Ready to let Microsoft Teams modernize
teamwork for your business?
Crash course in Microsoft Teams: How to work better together 4

01.

Communicate
with anyone
Crash course in Microsoft Teams: How to work better together 5

Stay in sync

Connect one-on-one Share information

or in group chats with transparency

As work styles become more and more Increased visibility of communications

diverse, communication challenges arise. With can transform the culture of a team and
Microsoft Teams, people can choose how to help employees work better together. In
communicate—in private one-on-one chats, Microsoft Teams, discussions in channels
group chats, or broader conversations that are keep things organized and in context, as
visible across the team. well as make it easier to access and share
information.

Converse with context Work with virtually anyone

Businesses are dynamic. Members, roles, Guest access through Microsoft Teams
priorities, and goals change, which can make enables easy collaboration with contacts
tracking communication threads difficult. outside your organization by granting them
Microsoft Teams maintains a history of access to existing teams and channels.
communication that’s independent of people People with a business or consumer email
coming and going. Chats are threaded, which account, such as Outlook or Gmail, can
means replies to a post stay grouped with the participate as a guest in Teams with access
original post. This makes it easy to track or catch to team chats, meetings, and relevant files.
up on multiple conversations in a single channel.
Crash course in Microsoft Teams: How to work better together 6

Connect one-on-one or in group chats

Converse with context in channels

Crash course in Microsoft Teams: How to work better together 7

Keep project-specific conversations and files organized using tabs

Crash course in Microsoft Teams: How to work better together 8

Make meetings more productive

Communicate from nearly Record, transcribe, and translate
anywhere, in any style
In Microsoft Teams, people can record their
Microsoft Teams provides a wide range meetings and group calls to capture audio,
of communication opportunities for video, and screen-sharing activity. There’s also
spontaneous, scheduled, or formal meetings. an option to create automatic transcriptions,
From a quick chat with a colleague to a team- so team members can play back meeting
wide presentation, meetings can be launched recordings with closed captions and locate
with one click to enhance team collaboration. specific discussion items. The recording is
saved to Microsoft Stream for easy and secure
sharing across an organization.

Translation capabilities within Teams

streamline collaboration across geographies
by letting people automatically translate
messages in the language specified by their
personal settings for Office 365.

Spontaneously launch meetings quickly from chat conversations

Crash course in Microsoft Teams: How to work better together 9

Connect your way Work remotely, together

Microsoft Teams is available across mobile, Screen sharing is essential for collaboration.
desktop, browsers, and a wide range of Whether you’re presenting, having a
devices—from headsets to Surface Hub to meeting, or chatting, Microsoft Teams gives
meeting room devices. From home, at work, you the flexibility to share your workspace
or on the go, people will have a seamless at nearly any moment. Plus, you can choose
experience across web and mobile apps. which window to share, so only relevant
When you switch from web to mobile, or information is displayed.
from one-on-one to group chat, Teams
enables an easy, consistent, natural workflow.
When you’re using Microsoft 365, device
management is simplified. Sensitive data is
kept safe while your team is communicating.
Crash course in Microsoft Teams: How to work better together 10

02.

Collaborate intelligently with

your favorite Office apps
Crash course in Microsoft Teams: How to work better together 11

Your Office apps in one workspace

Microsoft Teams brings files, apps, Enjoy built-in access to

meetings, and calls together Office 365 apps

Microsoft Teams uses SharePoint for When it comes to collaboration, Office 365
storage, so your Office 365 files are integration enables today’s multigenerational
accessible and editable directly within the workforce to use the Office apps they know
Teams workspace. Because meetings and and love. Word, Excel, PowerPoint, OneNote,
calls are in the same place, your information SharePoint, Planner, and Power BI can be
is contained within one environment. accessed directly within Microsoft Teams. So
Spend less time searching for files and you can create and edit files in Teams, as well
information and more time collaborating. as the native app itself.
Crash course in Microsoft Teams: How to work better together 12

Share, edit, and co-author in real time

Version control made easier Co-create on the fly

Microsoft Teams brings your Office 365 Seamless virtual meetings and screen sharing
applications together, so you can easily with Microsoft Teams empowers people
share, edit, and co-author files. Unlike to connect at the most crucial moments,
sharing files over email, where version removing barriers to collaboration, especially
control can be challenging, Teams stores when your team’s in a creative flow.
documents in SharePoint and automatically
tracks version history.

Synced with Outlook

Easily schedule and join View and edit your synced

Microsoft Teams meetings Outlook calendar
from Outlook
You don’t have to jump back and forth
Managing email correspondence in between apps to manage your schedule
Outlook doesn’t mean you’ll miss your because your Outlook calendar is viewable
next Microsoft Teams meeting. In fact, you and editable within Teams. When you’re using
can join and schedule Teams meetings Microsoft Teams, the hub for teamwork in
from Outlook. Microsoft 365, collaboration is simplified.
Your team can stay focused and on time.
Crash course in Microsoft Teams: How to work better together 13

03.
Work with confidence
Crash course in Microsoft Teams: How to work better together 14

Built-in security Built-in compliance

Microsoft has decades of experience building On the compliance side, Microsoft Teams
enterprise software and invests more than a is at the highest level of certification that
billion dollars each year in security. Microsoft Microsoft has for Office 365—it’s at parity
Teams comes with the same security and with SharePoint and Exchange.
compliance standards and controls that
customers expect from Office 365. By default, Teams has compliance
leadership with:
Teams is part of Office 365, meaning you
benefit from these additional features and • FERPA
services:
• ISO 27001
• Data encryption, at-rest and in-transit.
• ISO 27018
• Customer data remains in region or
in country. 1 • EU Model Clauses (EUMC)

• Data loss prevention. • GDPR

• Archiving, legal hold, and eDiscovery. • HIPAA Business Associate Agreement

• Customer content isn’t accessible in logs • SSAE 18 SOC 1 Report

or telemetry.
• SSAE 18 SOC 2 Report
• Multi-factor authentication for
• FedRAMP
enhanced identity protection.
• IRS 1075
• Secure guest access with Azure Active
Directory managed guest accounts.
• FFIEC
• Built-in Mobile Device Management in
• HITRUST CSF Assurance Program
Office 365.
Assessment

• CSA STAR Self-Assessment

• Australia IRAP

• FISC (Japan)
Crash course in Microsoft Teams: How to work better together 15

Easy to manage

Microsoft Teams has a unified and familiar Teams comes with enterprise-grade
administration experience with the controls management capabilities, meaning you can
and granularity that IT departments need. configure and set policies down to the user
Administrators can manage the end-to-end level. And you can control workloads, from
user experience in Teams and other Office meetings and messaging to live events and
365 apps from the same place. guests, plus manage the trusted apps your
users can access.
Crash course in Microsoft Teams: How to work better together 16

04.
Customize your workspace
with the apps and services
you know and love
Crash course in Microsoft Teams: How to work better together 17

Make it yours

Pin important files, apps, Use built-in and

and dashboards custom tabs

Being able to personalize your workspace to Tabs in Microsoft Teams allow team
your particular needs helps you get the most members to access services through a
value from Microsoft Teams. That’s why you dedicated space within a channel or chat.
can easily customize Teams channels to suit This lets them work directly with tools and
your workflow by pinning the most important data and have in-context conversations.
information where you need it. Add tabs to a channel, private chat, and
group chat to help integrate cloud services
and help users easily access and manage
the data they need or interact with most.

Customize your workspace by pinning information and adding tabs

Crash course in Microsoft Teams: How to work better together 18

Integrate and manage apps

Build integrations to • Connectors help you keep current with

existing business apps content and updates of interest from
with the Microsoft Teams other services you frequently use like
GitHub, Trello, Bing News, or Twitter.
developer platform
• Actionable messages allow you to add
Microsoft Teams has an open developer rich content to connector cards.
platform with third-party services and a
• Compose extensions allow you to query
rich set of capabilities to build custom apps
and share rich cards in conversations.
or integrate with new or existing business
processes and services.
• Activity feed is your single inbox where
you’re notified of important content from
• Bots help you get tasks done in channels, chats, and apps.
conversations in Teams. For example, bots
can kick off workflows and provide status Extend customizations even further with
updates, give and receive kudos from the intelligent fabric of Microsoft 365 and
team members, create lightweight surveys SharePoint.
to gauge employee satisfaction, and
answer natural language questions about
sales and customer usage data.
Crash course in Microsoft Teams: How to work better together 19

Manage trusted apps with a Empower Firstline Workers

sophisticated set of IT controls with tools to succeed

Microsoft Teams gives you control over Microsoft Teams enables Firstline Workers—
user settings in the Teams admin center. such as sales associates, field service
Within the admin center, you can enable and workers, customer service representatives,
disable default apps and configure settings and medical staff—to communicate and
to control external apps. collaborate effectively with a customizable
mobile experience. IT administrators can give
employees role-based access to the primary
Teams features they need. With Shifts, the
schedule management tool in Teams, managers
can easily plan and create shift schedules, and
team members can review schedules and make
shift requests from their mobile devices—in
real time.

View and manage employee schedules using Shifts

Crash course in Microsoft Teams: How to work better together 20

Modernize teamwork
for your business
Expand on the collaboration and
communication benefits of Microsoft Teams
in one intelligent solution with Microsoft 365.

Explore how Microsoft Teams can

empower your organization.

Sign in to Teams

1
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