This comprehensive course provides an in-depth exploration of Microsoft Teams for individuals who serve as lead Users or who hold support roles within their department or organization. You will develop expertise in Teams settings, various options for Posts and Files, customizing the Team environment, managing meetings and appointments effectively, collaborating with members outside your organization, and leveraging SharePoint and OneDrive integration.
Audience Profile:
The course provides a thorough, practical understanding of how to use Microsoft Teams effectively. It is designed for users who want to understand the full range of functionality available in Teams, as well as for professionals who may support their organization through a migration to Teams.
Prerequisites:
Basic Windows and Microsoft Office skills are required. Prior experience with Teams is helpful but not required.
Course Outline:
Module 1: Microsoft Teams explained
- Best practices for using Teams
- Multiple ways to access Teams
Module 2: Navigate the interface
- Add and remove apps from the navigation bar
- Desktop settings and customization
- Customize notifications for your workflow
- Adjust the navigation pane by showing or hiding teams and channels
- Pin important channels for quick access
Module 3: Create and manage a team
- Create or join a team
- Manage Teams and Members
- Modify the team's settings
- Leave a team
- Edit the team
- Change the privacy level of the team
- Delete the team
Module 4: Channel menu
- Add Channels
- Channel notifications
- Pin a channel
- Hide a channel
- Work with channels
- Delete the channel
Module 5: Posts Tab in a team
- Different options to communicate with members
- Announcements in conversations
- Post a message across multiple channels
- Turn off notifications for a conversation
- Set a message as Important
- Use tags to notify multiple members
Module 6: Files tab in a team
- Add files to a conversation
- Editing and collaborating on files
- Live co-authoring of team documents
- Using conversations during the editing process
- Using comments for feedback
- Editing online, in the desktop application, or within Teams
- Sharing files with someone not on the team
- Reviewing the version history of a document
Module 7: Customize your Team environment
- Channel calendar
- Planner
- Website
- Other connectors
Module 8: Calendar, manage meetings and appointments
- Calendar views and navigation
- Schedule a channel meeting
- Schedule meetings and invite colleagues inside Teams
- Cancel a meeting
- Meeting controls
- Record a meeting
- Show device settings
- Share your desktop
Module 9: Chat, Communicating outside of your Team
- Manage your recent conversations
- Pin a chat
- Favorite contacts
- Create a new contact group
- Start a new chat
- Work with messages
- Send a message as urgent
- See if a message has been read
- Attach files into a conversation to collaborate
- Schedule a meeting with everyone in the chat
- Collaborate on documents
- See the organization around a colleague
- See activities you have in common with a colleague
- Customize chat environment
- Add someone to the conversation
- Escalate a chat to a meeting
Module 10: Other navigation bar tabs
- Activity Icon: View your colleague's activities across your teams
- View only your own activity
- Use the filter to filter by keyword or other types of activities
- Files Icon: Recent files
- Microsoft Teams files
- Downloads
- OneDrive
- Add cloud storage
- Three dots menu: Other apps, including Planner and OneNote
Module 11: OneDrive
- OneDrive for Business features and capabilities
- OneDrive settings
- Sync OneDrive for continuous access
- Move or copy documents to other locations
- Request files folder functionality
- Access OneDrive and team documents from the desktop applications
- Create new documents from desktop applications
- Share a PDF from the desktop applications