Tips for Collaborating in Microsoft Teams

Teams. We’ve been talking about it for a while now because it’s Microsoft’s new phone system. However, Teams is much more than that … with or without the dialing.

In fact, if you have Office 365 Business Premium or E3 and above, you have access to Teams. (There’s also a free version with limited functionality, too.)

Stop, collaborate and listen. Microsoft’s back with a brand-new invention.

Teams’s main purpose is to drive collaboration in your organization. Its features allow you a single-pane-of-glass view into your communications with your colleagues. You can create a Team and sub-Teams called channels.

As you can see above, I have the Team called “Mirazon Sales and Marketing Team” and within that dropdown, I have different Channels. That way, our entire sales and marketing team can segment our documents and conversations to the appropriate topic.

The way you want to organize your Team and Channels is limitless, really. It’s up to you!

Sharing and editing files within Teams

A very powerful and useful feature of Teams is the ability to store and live-collaborate on Office files within Teams.

Here you can see our file repository. We have some folders, we have a PDF document, and we have a Word document I’ve asked Logan to help me with:

Within Teams you can open and edit any Office files like Word or PowerPoint. Above you can see Logan is collaborating with me on my Word document. I can see his edits live and I know he’s also in the document because his initials are in green next to the Comments button near the top right. This functionality is outstanding for disparate teams and cuts down on trying to keep up with the most recent version of a file.

Integrate with other applications

Teams also allows you to add in third-party programs or other Office apps like Planner or Forms. I’ve added our Planner into the Team:

You can also add a myriad of other programs into your Team:

The whole goal of this is to minimize you having to switch between different applications so that you can be as productive and collaborative as possible. Here’s a list of all the apps that work in Teams. You can also use the search bar you see in my screenshot above.

Chat

You can instant message one on one or with groups of Teams users and it’ll save your chat history to make it easy to remember what you’ve discussed.

You can also see if the person you’re trying to reach is available (green), away (yellow) or busy (red), which is helpful if you need to talk to someone quickly.

Meetings

Whether or not you have dialing, you can schedule meetings in Teams. You can do video calls, chat, and share your screen. You can record, too! Within your meeting, you can upload documents, take notes and whiteboard within the Meeting.

Better yet, these items are automatically saved afterwards in your meeting!

Use Teams on multiple devices

You can install Office apps on up to five devices through your Office 365 license, and this also goes for Teams. Keep Teams in your pocket with the iOS or Android app!

There is so much more to Teams that you will love and Microsoft is improving upon it every day.

Want to learn how to use Teams in your organization? Send us an email or give us a call to get started: 502-240-0404!