- [Carol] Hello and welcome to the say hello
to Microsoft Teams course.
My name is Carol
and I'm gonna be your tour guide today.
Today's session is about what is Microsoft Teams?
Learning objectives.
After today's session,
you will be able to easily communicate
with your coworkers, save time while working
and collaborating in Teams,
and see how teamwork and projects can be managed
in one central place.
Today, in your role,
you probably have a lot of information coming at you.
Whether you're chatting with somebody or calling,
maybe you're collaborating with others
or connecting with your group
using specific business applications.
All of this is scattered in different windows and platforms,
so today, you're jumping from one activity
to another activity to get what you need to do done.
Well, in Teams,
you can do all of these things in one place,
even integrate those non-Microsoft applications
you might use for specific business processes.
So you can call, chat,
share, and collaborate on content and files
all in one place.
You can even configure a space
to serve a specific group's needs.
Today, we will review three normal working scenarios
to see how you can use teams
in common situations.
Let's get started on connecting with people.
So in this scenario,
Grady's in sales.
He travels extensively,
so whether he's running through an airport
or sitting in the back of an Uber
or waiting to meet with his client,
he still needs to be able to do his job,
so he'll need to chat with his coworkers,
attend meetings, access files,
make changes to those files and comments on those files
and he'll need to be able to do all of that on the go.
Let's see how Grady can do this in Teams.
So first, let's do a quick orientation.
In the top right corner here,
we have our profile.
This is where you can set up your picture
and establish your notifications.
Maybe set your status message, if you'd like.
And this right here,
this bar right here is called search bar.
It's a very robust tool.
You'll use it on a regular basis,
and then we have our new chat icon.
This is how you get started using teams.
This is our left rail menu.
These are the different icons we use
to toggle between the things we're working on.
This is referred to as the content area.
This is everything that you're working on currently,
and this is the staging area.
This looks like people chatting back and forth
and it's so much more than that,
and as you can see,
it goes backwards quite a ways.
We refer to this as persistent chat.
So let's get started.
Grady has a new employee,
so one of the things he needs to be able to do
while he's on the road
is check in with her
and make sure that everything's going well
as she ramps up on her role.
So we're just gonna click on this new chat icon here
and type in her name.
It's Henrietta.
As you see, we have the type ahead,
and that's because the active directory
is pointing to Teams from Outlook.
So as you can see,
he's already had some conversations with Henrietta.
He's welcomed her to the team,
he's even had some fun and sent her a little Giphy,
and he's given her some directions.
So he's asked her to pre-read the client folder
to review the statement of work template
and the budget,
as well as some previous customer stories.
This will help the knowledge transfer
and base knowledge get in place
before he puts her on the next step in her learning journey.
He's also followed up with her a couple of times.
Now he can continue to have this conversation
with his new employee down here in the dialog box,
or he can progress this to a phone call or a video chat.
But in this case,
he's in the process of helping Henrietta transition
from knowledge transfer to actually doing the skills
of the job.
So he's gonna introduce her to Alex
and Alex is who she's gonna work with
to start participating.
So he's gonna click on this add person
and type in Alex's name.
And add Alex,
and then we have a whole new chatting area.
That's because we went from having a one on one
private conversation
to now having a group conversation.
So we'll take a look in a little bit
what happens when you add somebody to a group conversation.
So now you,
Grady may need to actually check on Henrietta again
or Alex and see how Henrietta's doing.
He can do that.
He has pinned Alex and Henrietta right here
to his content area,
so he can just check on Henrietta,
go right back to that persistent chat
and ask her, "So, how's your shadowing going?
"Are you enjoying the role?"
Or he can check in with Alex.
"How's Henrietta doing?
"Is she learning quickly?"
As you can see,
Alex thinks that Henrietta's doing a great job.
So let's see how a group conversation.
The next thing Grady needs to do,
now that he's checked on his new employee,
is check on his team that's working on a new pitched act
for an appliance company.
So we'll go here.
Now he just started with this team,
so he has already set them up.
He put them together in one group conversation.
They all have different roles.
They'll be working on something together,
and he's, you know,
reached out, let them know, hey, I put this together,
and he added in the Polly app,
just for a little fun,
put a poll out there.
What should our team name be?
And they decided on the refrigerators.
Washer and dryer was the other contender, right?
So he did this because,
just to have a little fun
and get the comradery going in his group.
As you can see, he shared some files,
they've gone back and forth talking about it,
and while he's on the road
and going from client to client,
his employees are working on this content.
So they can certainly scroll back
and click on the content here
to get it, to see it, if they want to,
or they can come up here
and click on files.
And access the content this way.
So as that renders, as you can see,
they have options here.
They can certainly pan through
and look at the content this way,
or they can come up here and edit.
They have three options to edit.
The choice is really personal.
You can edit in teams,
the desktop app or the browser app.
Any one of these will still save to the original source.
And while they're editing,
they can still have conversations or reviewing.
They can still have conversations with the rest of the team.
When they're done,
you can just close that out
and go back to the conversation.
So as Grady's running through the airport
or sitting in the back of the Uber,
he can continue to have this conversation here,
or if he would like,
he can just jump into a quick call with them
or video chat,
and if they're not able to meet right now,
then he can just come down here
and get a meeting right on the calendar,
and that way, he doesn't forget
what he needed to talk with them about.
He's already got it scheduled.
Notice everybody's already preloaded.
Pretty handy.
Well now that they're working
and getting everything together,
he's gonna bring Henrietta in.
It's time for her to,
to show off her new skills.
So he's gonna click on add people,
and notice we have a different choice now.
Because we're adding to a group
versus adding to a one-on-one.
So here, he can choose to include none of the chat history.
Maybe he is worried that it might confuse her,
or maybe only include a certain number of chat history.
So for example, maybe 10 days ago,
they changed how they're going to approach this client
because of some new information they got.
And so they're only gonna put in nine days of history,
so she'll only see the last nine days of chat
and the last nine days of changes to the content.
And then she won't be confused
by what was happening before that,
or he can include all the chat history
'cause there weren't any changes,
and there's no concern about being confused.
So that was pretty easy.
So as you can see,
Grady was able to engage in his one-on-one conversations,
as well as his group conversations.
He would be able to attend meetings
and have ad hoc calls and video chats,
as well as access files on the go using the mobile app.
What was great about this situation for Grady
is that even if he had been in a day's worth
of conversations with clients
and unable to get to his group chat
and see how things were going,
he could still, when he does have a moment,
sit down and go backwards to that chat and read up
and get all caught up,
because it's threaded, it's persistent,
and it's contextual.
And even though his team is spread across the globe,
he can still communicate.
He doesn't need to wait until they're available
or sitting at their desk.
He can go ahead and communicate
and when they get there, they'll see it.
He can have private chats, he can have group chats,
and he can have fun with it using gifs and stickers.
So let's take a look at how Teams can help
with managing projects and work groups.
So in this scenario,
Sally is in the marketing department
and she and her team are launching an event
at the end of the quarter.
She has several people helping her.
She will need to manage this project
by having a weekly meeting,
assigning and tracking tasks,
collaborating on documents,
and managing an overall schedule.
Let's see how Sally can get this done in Teams.
So we're gonna move from the chat icon now
to the teams and channels,
and before I show you Sally,
I just want to point out that teams and channels
looks very similar to chat.
You still have your content area here on the left.
The big difference here is that you also have channels
where you can split out your work
by what each team is working on.
So in our case,
we're gonna be doing event planning,
so we'll go here.
You'll also notice the chat is persistent, right?
But it's a little bit different.
It's topical.
So you can create a topic
and then have that conversation fold up under it
using this reply.
All right, so Sally has created this space for her team
to do this, launch this FY event, right?
At the end of the quarter.
And so you can see here,
she's embedded her regular meeting
and people can attend those meetings
and,
and be a part of that right here from the channel,
and she has her conversations and files.
We have those in every meeting or chat
or channel that you're in,
but because she embedded a meeting,
she also has meeting notes,
so those are available to everyone.
She's also attached a planner application
and this is how she can assign tasks
and make sure that everybody's getting their work done,
so here she's had Megan assigned
to find a performer,
and Alex and Adele are working on finding event space
and as you can see,
Adele has already found a vendor
for the audio and visual portion.
And as they move through this project,
they can add on to guest lists,
agenda topics, venue, as they go.
She also added a Power BI application
so that she can monitor the reporting.
All right.
So that's how Sally was able to get her project done.
So in Sally's situation,
she was able to have topical conversations,
access files and tools for her team all in one place.
As you can see,
Teams really centralized Sally's work group
and their work,
and their work to create efficient
and comprehensive work space for them.
They were able to attend that weekly sync meeting,
assess, and collaborate on files and applications,
and track threaded conversations.
Anyone who might have missed a week
could still access the meeting recording and notes
contained within the channel.
This information was organized and accessible
and it made managing a project super easy.
So far, we have seen some very robust options
with Microsoft Teams,
but there is more.
Teams is extensible
and capable of making sure you have all the tools
that you need to make your internal business processes work.
Let's take a look.
Here we have Derek.
Derek is an engineer.
He's responsible for test results
and sharing those test results
and getting feedback.
And he will need to create a space
that allows for various applications
like OneNote and Planner
and he'll need to collaborate on an Excel file.
But most importantly,
he will need to incorporate some additional functionality,
so let's check out what he's doing.
So we're gonna move from the marketing area here
to the engineering
and go to the quality assurance channel.
And as you can see just like Sally,
Derek has embedded a weekly meeting
for everybody to meet.
He has a meeting notes tab because of that.
He's also incorporated a OneNote tab.
Here's where he builds out his test scenarios.
It takes a moment for that to render.
There it is.
And then he's also included a Planner application
so he can assign those scenarios to specific testers.
But in addition to that,
he would like to use a survey tool.
So to do that, he can click on this plus sign
and he has the option of using the Microsoft tool of Forms
or if he would rather, if he already has an account
with SurveyMonkey, he can scroll down
and he can use SurveyMonkey.
As you can see,
there's a lot of opportunity for using different kinds
of business applications while in Teams.
And if Derek didn't find what he was looking for here,
well, he can just come right down to the store
and have a more comprehensive view
of what applications are available to him.
All right.
So as you can see,
Derek really made Teams work for him and his team.
He was able to add in applications and bots specific
to his operational needs.
No need to try and adapt to something else.
He could just create the same one-stop shop for his team
and still use the processes
that they are accustomed to using.
So where do we go from here?
Today, we talked about how you will be able
to easily communicate with your coworkers
and save time while working and collaborating in Teams,
and how teamwork and projects can be managed
in one central place.
Let's chat about next steps.
First, we recommend that you sign up
for the next session in our line of courses.
Get Started with Microsoft Teams,
where you will learn the basics of using Teams
in terms of chatting, calling, meetings,
and using teams and channels.
After that,
just get started.
Send your first chat,
download the mobile application from the app store
and start learning.
Thank you for attending our
say hello to Teams session today.
Sign up for more training.