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Microsoft

Manage meetings and calling in Microsoft Teams

Microsoft via Microsoft Learn

Overview

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  • Introduction to Teams meetings and calling

    After completion of this module, you are able to:

    • Differentiate between different meeting and events types in Teams.
    • Identify Teams Phone scenarios and PSTN options.
    • Identify usage scenarios for auto attendants and call queues.
    • Plan for meeting rooms and shared spaces with Microsoft Teams Rooms and other devices.
    • Plan for Microsoft 365 Copilot in Teams
  • Learn how to manage and configure meetings and events with Microsoft Teams, including town halls, webinars, and audio conferencing.

    By the end of this module, you will be able to:

    • Describe meetings and events in Microsoft Teams.
    • Manage audio conferencing policies and settings.
    • Manage meeting policies and settings.
    • Manage webinars, town halls, and virtual appointments.
    • Configure Teams policies and settings for Microsoft 365 Copilot.
  • Plan for Microsoft Teams Rooms and shared meeting spaces

    Upon completion of this module, you'll be able to:

    • Select the most suitable Teams Rooms configuration for your organization.
    • Plan and design modern, intelligent workspaces that foster collaboration.
    • Choose the appropriate licenses and devices based on your organizational needs.
    • Integrate third-party meeting services for a seamless hybrid work experience.
    • Manage and monitor Teams Rooms devices effectively to ensure optimal performance.
  • Teams devices provide a familiar experience and are essential for a hybrid workspace. Learn how to provision and manage devices, and associated device accounts.

    At the end of this module, you'll be able to:

    • Understand scenarios for using Teams phones, Teams displays, and Microsoft Teams Rooms with voice services.
    • Differentiate between the different options for deployment and management of devices.
    • Deploy Teams phones and Teams displays.
    • Configure Teams Phone for Microsoft Teams Rooms.
    • Manage Teams devices in the Teams admin center and Teams Rooms Pro Management Portal.
  • Learn about Microsoft Teams Phone and what is needed to make and receive phone calls, plan for Teams Phone devices, features, and cloud voicemail.

    At the end of this module, you'll be able to:

    • Plan for a basic Teams Phone deployment.
    • Plan for advanced Teams Phone calling options.
    • Plan for Teams phones and devices.
  • Teams Phone requires some configuration before users can make calls, receive calls, and use all the features. Microsoft Calling plans or Operator Connect for your PSTN must be configured before phone numbers can be assigned to users.

    At the end of this module, you'll be able to:

    • Configure emergency calling addresses
    • Manage Microsoft Calling Plan numbers
    • Setup and manage Operator Connect and Teams Phone Mobile
    • Understand Teams Phone policies and configuration options
  • Ongoing management is required as new employees start, or if their needs change. Learn how to manage voice user configuration, including enabling voice services and adjusting voice configuration.

    After completing this module, you'll be able to:

    • Enable users for Teams Phone using Calling Plans, and Teams Phone Mobile or Operator Connect if it's configured for your tenant.
    • Enable users for Direct Routing.
    • Manage per-user options for Teams Phone.
  • Understand how auto attendants and call queues in Microsoft Teams can interact with callers to ensure they're connected your agents as quickly as possible. You'll also learn how to set up auto attendants and call queues.

    At the end of this module, you'll be able to:

    • Describe the differences between auto attendants and call queues.
    • Design an auto attendant to gather information from callers.
    • Explain how to set up auto attendants to implement your plan.
    • Demonstrate how to plan call queues to manage many callers.
    • Describe how to configure call queues to alert agents and route calls.
    • Explain how to plan licensing for auto attendants and call queues.
  • Learn about the troubleshooting approaches for audio, video, and client issues in Teams, including collecting appropriate logs and identifying problems with different reports and dashboards.

    By the end of this module, you'll be able to:

    • Describe key aspects of Teams troubleshooting.

    • Identify call quality issues with call analytics.

    • Identify call quality issues with Call Quality Dashboard.

    • Identify call quality issues with the Direct Routing Health Dashboard.

Syllabus

  • Introduction to Teams meetings and calling
    • Introduction
    • Overview of Teams meetings and events
    • Overview of Teams Phone
    • Overview of auto attendants and call queues
    • Overview of Teams clients
    • Overview of Microsoft Teams Rooms and phones
    • Overview of Microsoft 365 Copilot in Teams calling, meetings, and devices
    • Module assessment
    • Summary and resources
  • Manage meetings and events experiences
    • Introduction
    • Explore meetings and events in Microsoft Teams
    • Configure meeting settings
    • Create and manage meeting policies
    • Configure audio conferencing
    • Create and manage meeting templates and template policies
    • Create and manage meetings customization policies
    • Explore webinars and town halls with Teams Premium
    • Create and manage events policies
    • Explore immersive spaces in Teams
    • Module assessment
    • Summary
  • Plan for Microsoft Teams Rooms and shared meeting spaces
    • Introduction
    • Determine license requirements for Microsoft Teams Rooms and shared devices
    • Overview of Microsoft 365 Copilot and Microsoft Teams Rooms
    • Understand differences between Microsoft Teams Rooms on Android and Windows
    • Understand Microsoft Teams Rooms on Surface Hub 2S
    • Understand and plan Teams Room accessories, components, and peripherals
    • Integrate Teams with third-party or existing conferencing solutions
    • Understand Teams Rooms management options
    • Module assessment
    • Summary and resources
  • Configure, deploy, and manage Teams devices
    • Introduction
    • Manage Microsoft Teams Phones
    • Manage Microsoft Teams Room Systems
    • Microsoft Teams Rooms management options
    • Manage Surface Hub 2S devices
    • Configure Microsoft Teams SIP gateway
    • Manage Microsoft Teams displays
    • Remote provisioning and sign in for Teams Phones
    • Update Microsoft Teams devices remotely
    • Manage Microsoft Teams device tags
    • Module assessment
    • Summary and resources
  • Plan for Teams Phone
    • Introduction
    • Plan to deploy Teams Phone
    • Plan for Teams Phone PSTN connectivity
    • Determine license requirements
    • Plan for Teams Phone devices
    • Plan and design Teams Phone features
    • Plan for voicemail
    • Module assessment
    • Summary and resources
  • Configure and deploy Teams Phone
    • Introduction
    • Configure emergency calling for Teams Calling Plans
    • Manage and configure Microsoft PSTN numbers
    • Configure Operator Connect and Teams Phone Mobile
    • Configure Teams Phone policies
    • Create and manage Teams policies
    • Module assessment
    • Summary and resources
  • Configure and manage voice users
    • Introduction
    • Enable users for Teams Phone
    • Enable users for Direct Routing with Teams Phone
    • Enable additional calling features for Teams Phone
    • Enable users for Teams Phone Mobile
    • Module assessment
    • Summary and resources
  • Configure auto attendants and call queues
    • Introduction
    • Design call flows for auto attendants and call queues
    • Configure auto attendants and call queues
    • Deploy a channel-based call queue
    • Configure resource accounts
    • Configure Microsoft 365 groups for voicemail
    • Interpret call queue conference modes
    • Interpret call queue routing methods
    • Configure holidays for auto attendants and call queues
    • Configure custom music on hold
    • Deploy and manage Queues app
    • Module assessment
    • Summary and resources
  • Troubleshoot audio, video, and client issues
    • Introduction
    • Troubleshoot Teams
    • Collect and identify logs
    • Clear Microsoft Teams client cache
    • Identify issues with call analytics
    • Identify issues with Call Quality Dashboard
    • Use Power BI to analyze Call Quality Dashboard data
    • Identify issues with the Direct Routing Health Dashboard
    • Module assessment
    • Summary

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