Learn how you can use Microsoft Teams: web-based app, as client on your laptop or desktop computer, or Teams mobile app on your smartphone or tablet. Microsoft will fix them, eventually, but until then, end-users may have to troubleshoot the app on their own. One common troubleshooting step that is recommended is to clear the Microsoft Teams cache. Open Microsoft Teams. Click your profile icon at the top right. Select Sign out. Quit Microsoft Teams; right-click the Microsoft Teams icon in. Get help with your questions about Microsoft Teams from our how-to articles, tutorials, and support content. Unlock more productivity for your family with latest Office apps for up to. There are two main roles in Microsoft Teams: Team owner - The person who creates the team. Team owners can make any member of their team a co-owner when they invite them to the team or at any point after they’ve joined the team.
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Review the following information to understand chat, teams, channels, & apps in Teams. Then, go to Chat, teams, channels, & apps in Teams to walk through a list of decisions important to your Teams rollout.
Let’s get started by thinking about how Microsoft Teams allows individual teams to self-organize and collaborate across business scenarios:
Teams are a collection of people, content, and tools surrounding different projects and outcomes within an organization.
- Teams can be created to be private to only invited users.
- Teams can also be created to be public and open and anyone within the organization can join (up to 10,000 members).
A team is designed to bring together a group of people who work closely to get things done. Teams can be dynamic for project-based work (for example, launching a product, creating a digital war room), as well as ongoing, to reflect the internal structure of your organization (for example, departments and office locations). Conversations, files and notes across team channels are only visible to members of the team.
Channels are dedicated sections within a team to keep conversations organized by specific topics, projects, disciplines—-whatever works for your team! Files that you share in a channel (on the Files tab) are stored in SharePoint. To learn more, read How SharePoint Online and OneDrive for Business interact with Teams.
- Channels are places where conversations happen and where the work actually gets done. Channels can be open to all team members or, if you need a more select audience, they can be private. Standard channels are for conversations that everyone in a team can participate in and private channels limit communication to a subset of people in a team.
- Channels are most valuable when extended with apps that include tabs, connectors, and bots that increase their value to the members of the team. To learn more, see Apps, bots, & connectors in Teams.
For help using teams and channels, check out Teams and channels.
View this short video to learn more about best practices for creating teams and channels.
Membership, roles, and settings
Team membership
When Microsoft Teams is activated for your entire organization, designated team owners can invite any employee they work with to join their team. Microsoft Teams makes it easy for team owners to add people in the organization based on their name. Depending on your organization's settings guests who are team members but outside of your organization can also be added to your teams. See Guest Access in Microsoft Teams for more information.
Team owners can also create a team based on an existing Microsoft 365 group. Any changes made to the group will be synced with Microsoft Teams automatically. Creating a team based on an existing Microsoft 365 group not only simplifies the process of inviting and managing members, but also syncs group files inside of Microsoft Teams.
Team roles
There are two main roles in Microsoft Teams:
- Team owner - The person who creates the team. Team owners can make any member of their team a co-owner when they invite them to the team or at any point after they’ve joined the team. Having multiple team owners lets you share the responsibilities of managing settings and membership, including invitations.
- Team members - The people who the owners invite to join their team.
In addition, if moderation is set up, team owners and members can have moderator capabilities for a channel. Moderators can start new posts in the channel and control whether team members can reply to existing channel messages. Team owners can assign moderators within a channel. (Team owners have moderator capabilities by default.) Moderators within a channel can add or remove other moderators within that channel. For more information, see Set up and manage channel moderation in Microsoft Teams.
Team settings
Team owners can manage team-wide settings directly in Microsoft Teams. Settings include the ability to add a team picture, set permissions across team members for creating standard and private channels, adding tabs and connectors, @mentioning the entire team or channel, and the usage of GIFs, stickers, and memes.
Take three minutes to check out this go-to-guide video for team owners:
If you are a Microsoft Teams administrator in Microsoft 365 or Office 365, you have access to system-wide settings in the Microsoft Teams admin center. These settings can impact the options and defaults team owners see under team settings. For example, you can enable a default channel, “General”, for team-wide announcements, discussions, and resources, which will appear across all teams.
By default, all users have permissions to create a team within Microsoft Teams (to modify this, see Assign roles and permissions in Teams. Users of an existing Microsoft 365 group can also enhance their permissions with Teams functionality.
One key early planning activity to engage users with Microsoft Teams is to help people think and understand how Teams can enhance collaboration in their day to day lives. Talk with people and help them select business scenarios where they are currently collaborating in fragmented ways. Bring them together in a channel with the relevant tabs that will help them get their work done. One of the most powerful use cases of Teams is any cross-organizational process.
Example Teams
Below are a few functional examples of how different types of users may approach setting up their teams, channels, and apps (tabs/connectors/bots). This may be useful to help kick off a conversation about Microsoft Teams with your user community. As you think about how to implement Microsoft Teams in your organization, remember that you can provide guidance on how to structure their teams; however, users have control of how they can self-organize. These are just examples to help get teams to start thinking through the possibilities.
Microsoft Teams is great for breaking down organizational silos and promoting cross-functional teams, so encourage your users to think about functional teams rather than organizational boundaries.
| Types of Teams | Potential Channels | Apps (Tabs /Connectors /Bots ) |
|---|---|---|
| Sales | Annual Sales Meeting Quarterly Business Review Monthly Sales Pipeline Review Sales Playbook | Power BI Trello CRM Summarize Bot |
| Public Relations | Press Releases News and Updates Fact Checking | RSS Feed |
| Event Planning | Marketing Logistics and Scheduling Venue Budget | Twitter Planner |
| Marketing/Go to Market | Market Research Messaging Pillars Communications Plan Marketing Bill of Materials | YouTube Microsoft Stream MailChimp |
| Technical Operations | Incident Management Sprint Planning Work Items Infrastructure and Operations | Team Services Jira AzureBot |
| Product Team | Strategy Marketing Sales Operations Insights Services & Support | Power BI Team Services |
| Finance | Current Fiscal FY Planning Forecasting Accounts Receivable Accounts Payable | Power BI Google Analytics |
| Logistics | Warehouse Operations Vehicle Maintenance Driver Rosters | Weather Service Travel / Road Disruptions Planner Tubot UPS Bot |
| HR | Talent Management Recruiting Performance Review Planning Morale | HR Tools External Job Posting Sites Growbot |
| Cross-organizational Virtual Team | Strategy Workforce Development Compete & Research | Power BI Microsoft Stream |
It's possible to create Teams that align with the organizational structure. This is best used for leaders who want to drive morale, have team-specific reviews, clarify employee onboarding processes, discuss workforce plans, and increase visibility across a diverse workforce.
Org-wide teams
If your organization has no more than 5,000 users, you can create an org-wide team. Org-wide teams provide an automatic way for everyone in an organization to be a part of a single team for collaboration. For more information, including best practices for creating and managing an org-wide team, see Create an org-wide team in Microsoft Teams.
If you have more than one person in your conversation, this will start a conference call with all of the participants. Of course, all the participants will need to accept the call on their side before you can conference with them.
You can place a call anywhere you interact with your contacts by using their contact card. This is one of the ways Microsoft aims to make communication easier than ever.
Microsoft Gold Communications Partner
PEI has been a Microsoft Gold Partner since 2005, and our engineers hold multiple Gold Microsoft Communications Certifications. We understand each organization’s Unified Communications journey is unique, and we deliver value by working with you to understand your business objectives and mapping out your technology to enhance these goals.
Whether you’re looking to use Microsoft Teams as an online collaboration service or an enterprise-grade voice service with Microsoft Audio Conferencing (previously PSTN Conferencing), Microsoft Calling Plan (previously PSTN Calling), Microsoft Phone System (previously Cloud PBX) capabilities, PEI’s Microsoft Gold Communications Partnership makes us a recognized leader in delivering Microsoft Unified Communications solutions like Microsoft Teams (formerly Skype for Business Online).
How To Do Microsoft Teams Video Conference
Have Questions or Want to Get Started?
Contact Us Today!Rich Andersonsays:June 13, 2018 at 12:57 pmHas anyone figured out how to associate website phone numbers to make them clickable and dial-able using Teams? We are using Teams as our VOIP solution – but can’t click on phone numbers within a browser/website to dial the number.
ReplyAdam Leesays:June 14, 2018 at 8:58 amClick to Dial is not available yet for Microsoft Teams. It will be eventually as they complete tasks within their product road map but no confirmed date that I can see. Thanks! Adam @ PEI
ReplyMarysays:September 25, 2019 at 1:47 pmCan you call someone that does NOT have teams? What happens when you do on that person’s end? Do they get a popup window and a way to click to join the call?
ReplyStephanie Hamricksays:September 25, 2019 at 2:18 pmHi Mary, this depends on the Office 365 licensing that you have. With a PSTN calling (Microsoft Calling Plan) license, you can call any phone number and it will ring to their device (whether they’re using Teams as their phone system or not) as is normal for them. They will be able to pick up the call as they would a regular phone call. Without the Calling Plan license, you can only call Teams users.
However, one way to get around this is using meetings. You can invite anyone to a Teams Meeting, whether they have Microsoft Teams or not. All they need is a valid email address (to get your meeting invitation), a browser (where they will be able to join the meeting and do nearly anything a real Teams user can do), and some sort of audio device (so they can hear what’s going on).
Thanks for reading, and I hope that answers your question! You can always reach us at info@pei.com if you have any more questions about how to use Microsoft Teams.
ReplyJanasays:April 22, 2020 at 3:22 amHow can I know who called me to join a meeting on teams ?
ReplyStephanie Hamricksays:April 24, 2020 at 10:38 amHi Jana, with more details I can’t answer your question. Are you using Teams when you get the call? Are you getting a call to your cell phone?
ReplyLeave a Reply
How to Make a Call with Microsoft Teams
In Teams, you can place a call from a chat, from the command bar, from the calling tab, and basically anywhere you interact with the person you want to call.
Watch this video or use the instructions below to learn how.
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