WEBVTT

00:00:11.000 --> 00:00:16.000
Hey everyone, I’m Ben Schmerler and thanks for tuning into this DP Solutions Tech Tips Video.

00:00:16.000 --> 00:00:21.000
As you can probably tell, I’m not filming this in the DP Solutions studio as usual.

00:00:21.000 --> 00:00:24.000
Like many of you, I’m working from home due to current events.

00:00:24.000 --> 00:00:29.000
Given this shift, I’ve had to face the challenges of adjusting my work habits to suit a home environment.

00:00:29.000 --> 00:00:31.000
And I’m sure many of you can relate to this

00:00:32.000 --> 00:00:41.000
Fortunately, I use Microsoft Teams as part of DP Solutions’ Office 365 subscription. This helps me quickly collaborate with my colleagues and not miss a beat

00:00:41.000 --> 00:00:49.000
I think Microsoft Teams is a great tool…and any organization that uses Office 365 with the appropriate license plan has access to it.

00:00:49.000 --> 00:00:57.000
Since so many people are using Teams right now, I thought I’d show you a few useful features to help you use the product more effectively and enhance your collaboration experience.

00:00:57.000 --> 00:01:00.000
Here are four things you didn’t know you could do with Microsoft Teams.

00:01:01.000 --> 00:01:03.000
My first tip is use the Outlook button

00:01:04.000 --> 00:01:08.000
It’s incredibly easy to set up a Teams meeting by simply clicking a button.

00:01:08.000 --> 00:01:15.000
When you set up a Teams meeting, it automatically generates a link within the calendar invite for guests to click on. This will take them directly to the meeting.

00:01:15.000 --> 00:01:16.000
Here’s how you do it.

00:01:16.000 --> 00:01:21.000
In Outlook, go to your Calendar, and click New Teams Meeting instead of New Appointment.

00:01:21.000 --> 00:01:25.000
In this instance, I am going to create a meeting for me and my colleague Jill to review a blog together.

00:01:30.000 --> 00:01:37.000
A link to the teams meeting will be automatically created for you while you set up the date, time and invitees the way you would a standard Outlook invitation.

00:01:38.000 --> 00:01:47.000
One of the best parts about Teams meetings is that even people who aren’t in your organization, or who don’t use Teams at all, can participate—all they need is an internet connection and a good device.

00:01:48.000 --> 00:01:50.000
My second tip is share your screen with your team.

00:01:51.000 --> 00:01:58.000
Many people still like to use conference lines and cell phone calls to talk about things they are working on, but with Microsoft Teams there’s really no need for that.

00:01:58.000 --> 00:02:04.000
You can still have voice chat with Microsoft Teams, while at the same time working together by utilizing a screen share.

00:02:05.000 --> 00:02:10.000
To share your screen when you are in a Teams meeting, look for the button that looks like a rectangle with an upward arrow in it.

00:02:11.000 --> 00:02:12.000
That’s the screen share button.

00:02:12.000 --> 00:02:18.000
Once you click it, it will give you the option of which window, monitor or application you want to share with those in the meeting.

00:02:18.000 --> 00:02:24.000
One more click and you will switch to that application, which the audience can see now.

00:02:24.000 --> 00:02:32.000
You will know you are actively sharing your screen because the little rectangle we just clicked will now have an X inside it, indicating you are now sharing a screen.

00:02:32.000 --> 00:02:35.000
The button now is the screen share disconnect button.

00:02:36.000 --> 00:02:38.000
My third tip is work on files together.

00:02:39.000 --> 00:02:42.000
What if you just want to work on a document together rather than sharing your screen?

00:02:42.000 --> 00:02:49.000
In your chat or Teams meeting, click on the small Paperclip button, that looks just like the attachment button when you send an email.

00:02:49.000 --> 00:02:54.000
You can choose to upload a document to Teams from your computer or your OneDrive account if you use that.

00:02:54.000 --> 00:03:00.000
Navigate to the document you want to share, and then upload it by clicking the Send button in your chat.

00:03:03.000 --> 00:03:10.000
Now, if you click on the Files tab at the top of the conversation, you will see your document.

00:03:10.000 --> 00:03:15.000
You can click on the file name in the list, and that document will open in Teams directly.

00:03:15.000 --> 00:03:20.000
Here you can edit it similarly to how you would in the standard Microsoft Office application.

00:03:20.000 --> 00:03:25.000
But the big difference is that now everyone in that Teams conversation can edit the document together.

00:03:25.000 --> 00:03:30.000
In this example, my colleague Jill is collaborating with me on a blog post we are putting together.

00:03:30.000 --> 00:03:39.000
As you can see, when a person makes changes those changes are synchronized in real time, so everyone can see the results as they happen—and the changes are automatically saved.

00:03:39.000 --> 00:03:43.000
This feature has many great uses and is a good way to work together when you aren’t in the same place.

00:03:44.000 --> 00:03:48.000
My forth tip is use meeting notes to keep track.

00:03:48.000 --> 00:03:50.000
Notes are a little bit different than a chat.

00:03:50.000 --> 00:03:58.000
One you are in a Teams meeting, select More Options towards the bottom of the screen, and then click Show Meeting Notes. You may also see Start Taking Notes.

00:03:58.000 --> 00:04:04.000
Once either option is selected, an area slides in from the right where you can start typing notes for the meeting.

00:04:06.000 --> 00:04:10.000
You can even add a new section to the notes if your conversation shifts and you need that level of organization.

00:04:10.000 --> 00:04:16.000
When the meeting is done, you’ll be able to go back to that Teams conversation from the meeting, access and edit your notes.

00:04:16.000 --> 00:04:21.000
All you have to do is click back on the meeting conversation on the left, and all of your documents are still there,

00:04:21.000 --> 00:04:28.000
…and all of your documents and notes are still there.

00:04:28.000 --> 00:04:30.000
You can see why this is such a useful function of Microsoft Teams.

00:04:31.000 --> 00:04:34.000
Do you have any favorite tips & tricks for Teams that I didn’t mention?

00:04:34.000 --> 00:04:38.000
If so, let me know in the comments section. I’d love to see them!

00:04:38.000 --> 00:04:42.000
As always, please feel free to reach out to me with any questions, comments, or feedback.

00:04:43.000 --> 00:04:46.000
Thanks for watching! I hope everyone is staying safe and healthy.

00:04:46.000 --> 00:04:48.000
Until next time, stay vigilant my friends!