HOW TO

GET STARTED WITH MICROSOFT TEAMS

Recommended Microsoft Resources:

The Microsoft Teams Support – Help & Learning Portal has a wealth of good, concise how-to documentation, video training and tips to make your meetings go off without a hitch. The following are quick links out to this resource. Feel free to jump straight to it and use their search bar to find what you need.

I also cannot advocate enough for Microsoft Learn’s Learning Paths, courses and documentation. The “Collaborating with Microsoft Teams – Training” learning path includes:

For Team ‘Owners’, I also strongly recommend:

The remainder of this page is structured links to address some of the Zoom to Teams meeting anxiety. Most of these links are found within the Microsoft Teams Support – Help & Learning Portal, with related links & articles throughout.

Basic Meeting Settings

Audio Settings
Changing Background – before & during a meeting.
Reduce Background Noise – set the noise suppression level from main Team window or during a meeting.
Mute Notifications – during a meeting or from your settings window.
Meeting Controls – overview, showing/hiding participants & conversation, use reactions, creating breakout rooms, add an app, more actions, turning camera or audio on/off, sharing your screen & leaving a meeting.

Joining & Participate in Teams Meetings

Joining a Meeting
Camera Setup – on/off, backgrounds, filters, views, gallery (up to 49) and ‘together mode’.
Muting and unmuting your mic in Teams
Spotlight someone’s video in a Teams meeting
Multitasking in a Teams meeting
Raise your hand in a Teams meeting
Express yourself in Teams meetings with live reactions
Take meeting notes in Teams (access to see and contribute to notes is limited to same-org attendees) – notes before, during or after the meeting (saves as a OneNote and, if meeting is setup with a ‘Channel’ selected, saves into that channel space automatically!).

Scheduling & Hosting Teams Meetings

Scheduling Meetings

Schedule a Meeting in Teams
Schedule from Outlook
Meeting Registration – about, scheduling w/ registration, sending invites & advertising, adding presenters after sending invites, view registration before meeting or view post-meeting attendance, canceling.
Add Dial-In Numbers – automatic if scheduling via Outlook.
Inviting People – before a meeting or during a meeting.
Best Practices for Large Teams Meetings

Sharing Content, Camera/Gallery Settings & Spotlighting

Shared Content In Meetings – how to initiate the share, give or take control of shared content, and how to zoom in or pop out content being shared by others.
- Showing Your Screen
- Sharing Slides with PowerPoint Live – a better option than screen share! Participants can peruse slides independently (if allowed), click hyperlinks, adjust volume on their end only, etc.
- Laser point or draw on PowerPoint slides in a Teams meeting
- Include Sound with Shared Content
Camera Setup – on/off, backgrounds, filters, views, gallery (up to 49) and ‘together mode’.
Spotlight someone’s video in a Teams meeting

Presenter Modes

Engage your audience with presenter modes – standout, side-by-side or ‘reporter’

Meeting Polls

Poll attendees during a Teams meeting – create a poll before meetings and launch it before, during or after your meeting.
- Related How To’s: Add a Poll to your Teams Channel or Chat, Survey your team to check in and stay connected, Work with colleagues to create, edit, and review forms in Microsoft Teams
- Related Articles: 5 way polls can increase engagement in online meetings (Microsoft Business Insights and Ideas.

Transcription

- Start Live Transcription / Hide or Show / Stop Live Transcription
- Who can start, stop, view, and download a transcript?
- If you are using Microsoft Stream: Edit the transcript of a meeting recording in Teams

Breakout Rooms

Recording Teams Meetings

Any Teams meeting or call can be recorded for future viewing. The recording captures audio, video, and screen sharing activity, and you can share it securely across your organization.

Recording Basics

Play and Share Meeting Recording in Teams

Transcription

Start Live Transcription / Hide or Show / Stop Live Transcription
Who can start, stop, view, and download a transcript?
If you are using Microsoft Stream: Edit the transcript of a meeting recording in Teams

Microsoft Stream

Stream (on SharePoint) is an intelligent enterprise video experience that is part of Microsoft 365. It empowers you to record, upload, discover, share, and manage video just as you would any other file. Video is like any other document. It seamlessly integrates with apps across Microsoft 365, so you get the same experience no matter where you add or engage with video content.

Manage Stream –

Collaborate –

Analytics –

Video analytics for Microsoft Stream (on SharePoint) – Microsoft Stream | Microsoft Learn (trends, who is watching and which part(s) of the video are being watched?)