Microsoft Teams Demo Guide

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Microsoft Teams
Demo Guide

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Contents
Prerequisites ....................................................................................................................................................................................................................................... 4
Demo home page and login ..................................................................................................................................................................................................... 4
User Accounts ................................................................................................................................................................................................................................ 4
First-Time Post-Install Steps ..................................................................................................................................................................................................... 4
Pre-Demo Setup Steps .................................................................................................................................................................................................................... 5
Demo Hero ................................................................................................................................................................................................................................ 5
Demo buddy (for mobile) ...................................................................................................................................................................................................... 6
Microsoft Teams Demo Steps ....................................................................................................................................................................................................... 9
Introduction ................................................................................................................................................................................................................................... 9
High-level Overview .................................................................................................................................................................................................................. 11
Overview ..................................................................................................................................................................................................................................... 7
Conversations and Chats ....................................................................................................................................................................................................... 9
Tabs and Connectors ............................................................................................................................................................................................................ 11
Spontaneous calls and scheduled meetings ................................................................................................................................................................. 16
Create and configure a new team..................................................................................................................................................................................... 17
Mobile Experience ................................................................................................................................................................................................................. 19
Tools & Onboarding ............................................................................................................................................................................................................. 20
Accessibility .................................................................................................................................................................................................................................. 22
IT Admin Controls ...................................................................................................................................................................................................................... 26
Microsoft Teams Reset Instructions .......................................................................................................................................................................................... 29
Microsoft Teams Post-Install Steps ........................................................................................................................................................................................... 25

Prerequisites
Demo home page and login
You will need a Microsoft Office Demo (MOD) Office 365 tenant to complete this demo. You can obtain a demo environment at
https://demos.microsoft.com.
Note: The click steps in the Calling section of this demo guide require the optional PSTN calling demo tenant add-on (available only
to internal Microsoft users). External Microsoft partner users can complete this section using the talking points and bypassing the
click steps.

User Accounts
Megan Bowen (alias MeganB) is the typical account used in MOD Hero demo modules. If this MOD Hero module requires a different
logon account, or if additional accounts are needed, the information is provided in the Pre-Demo Setup Steps.

•

Office 365 tenant:

•

User

•

Password:

https://.sharepoint.com/

name:MeganB

TenantMeganB@.onmicrosoft.com>.onmicrosoft.com

Obtain the tenant password from your demo card on demos.microsoft.com.

Isaiah Langer (alias IsaiahL) is the support user and will be used for the mobile section of this demo.

•

Office 365 tenant:

•

User

•

Password:

https://.sharepoint.com/

IsaiahL@.onmicrosoft.com@.onmicrosoft.com
Obtain the tenant password from your demo card on demos.microsoft.com.

First-Time Post-Install Steps
If this is the first time you are using the demo environment, complete the Error! Reference source not found. at the end of this
document.

Pre-Demo Setup Steps
Complete the following steps before each presentation of the demo:
Demo Hero

1. If the Microsoft Teams client is not already installed on the demo machine, follow these steps:
a. Open a new browser session and navigate to teams.microsoft.com.
b. Sign in as Megan Bowen using the credentials from the User Accounts section above.
c. When prompted at the top of the screen, click to download Microsoft Teams client.
2. Start the Microsoft Teams client application and connect to the demo environment using the Megan Bowen credentials.
3. In the X1050 Launch Team, navigate to the Go-to-Market Plan channel.
a. Click each tab in the top navigation and sign in to any if prompted.
4. In the top left, click Chat.
5. Click the New chat icon (

6. In the To: field, type and select AlexW, JohannaL and LeeG.
7. In the Type a new message field, type the following message.
Hi everyone! I’d love to chat a bit about some current process items.
8. Start a new browser session and navigate to portal.office.com.
9. Sign in to your Office 365 tenant as Isaiah Langer using the credentials provided in the User Accounts section.
10. Click App Launcher

, and then click Outlook.

11. In the top right, click the Skype for Business

icon.

12. Search for Megan Bowen and send the following message.
Hi Megan, I am ready to discuss the replicator part. Let’s meet when you have a chance.
13. Minimize the Office 365 -Outlook browser window.
Enable Audit Log (OPTIONAL)

1. Click App Launcher

, and then click Security & Compliance.

2. Click the Service assurance section, then click Audited controls.
3. Enable Auditing.
4. Select the Region and Industry desired.
5. Click OK.
6. Refresh the screen to see the Status of audited controls.
Demo buddy (for Mobile and meetings experience)

1. On the iPhone, install the Microsoft Teams app from the Apple or Google Play Store.
Note: If the app is already installed, tap the Microsoft Teams icon on the Home screen and proceed to step 2.
a. On the Home screen, tap the App Store icon.
b. At the bottom of the screen, tap the Search icon.
c. In the search field, type Microsoft Teams, and then tap Search.
d. In the search results, tap Microsoft Teams.
e. Tap the GET button.
f.

If prompted, tap Use Existing Apple ID and type your Apple ID and password. If you do not have an Apple ID, tap
Create New Apple ID and follow the steps to create a new ID and password.

g. After the download is complete, click the Open button. You can also tap the Microsoft Teams icon on the home
screen.
2. Sign in as Isaiah Langer.

Microsoft Teams Post-Install Steps
Complete the following post-install steps ONCE for your demo environment:
1. Enable Guest Access: a. Navigate to portal.office.com.
a. Log in as meganb@.onmicrosoft.com using your tenant credentials.
b. In the top left, click App Launcher.
6

c. Click Admin.
d. In the left navigation, click Settings.
e. Click Services & add-ins.
f.

At the bottom of the screen, click Microsoft Teams.

g. In the Settings by user/license type section, click on the dropdown menu and select Guest.
h. Next to Turn Microsoft Teams on or off for all users of this type, click the toggle to On.
i.

Click Save.

2. Set up News app:
a. In the top of Teams, click Search or type a command.
b.

Type @News, select the first option.

c. In the Add to a team section, click Select a team.
d. Click X1050 Launch Team.
e. Click Install.
f.

Then select the General channel to use the app in.

g. Click Set up.
3. Set up Wikipedia app:
a. In the top of Teams, click Search or type a command.
b. Type @Wikipedia, select the first result.
c. In the add a team section, click Select a team.
d. Click the X1050 Launch Team.
e. Click Install.
f.

Then select the Legal and Compliance channel.

g. Click Set up.

4. Trello Connector:
a. In the left navigation, under X1050 Launch Team to the right of General, click the ellipsis (…), and then click
Connectors.
b. Search for Trello.
c. Click Add, then Install.
d. Click Login.
e. Open a new browser window.
f.

Navigate to https://trello.com/signup.

g. In the name field, type Megan Bowen.
h. In the email field, type MeganB@.onmicrosoft.com.
i.

In the password field, type the tenant password.

Click Create Account.

k. Back in Teams, enter your Trello account information you just created in the pop up window.
l.

In the next window, click Allow.

m. Scroll down and click Save.
n. In the top right corner, click the X to exit the window.
5. Bing Connector:
a. In the left navigation, under X1050 Launch Team to the right of General, click the ellipsis (…), and then click
Connectors.
b. Find Bing News and click install, then click Add.
c. In the Name of digest field, type 3D Printing.
d. In the Select topics field, type 3D printing and wait until the 3D printing option resolves in the field.
e. Select 3D Printing.
f.

Click Save.

6. Growbot Bot:
8

a. In the top navigation, Click the Command box
b. Click the Discover bots option that appears.
c. In the Command field, type Growbot.
d. Click the Growbot option.
e. Next to the My private chats option, click the down arrow.
f.

Click X1050 Launch Team.

g. Click Add.
7. Make a voicemail:
a. Log into Teams mobile app from your device.
b. In the bottom right corner, tap Calls.
c. In the top navigation, tap the search icon.
d. Type Megan, then tap on Megan Bowen from the results.
e. Under her personal information, tap the phone icon.
f.

Wait for the call to go to voicemail and say, “Hi Megan, please call me back when you get this”.

g. Hang up.

Microsoft Teams Demo Steps
Introduction
This section provides an overview of the primary messaging pillars for Microsoft Teams. You may start with some of these pillars to
introduce the demo, or incorporate them as talking points into the demo at appropriate places.
A changing modern workplace
The way in which organizations work has evolved. Both work styles and the workforce are becoming more and more diverse. As
business becomes increasingly global and cross-functional, silos are breaking down, connectivity is increasing, and teamwork is
becoming a key to organizational success. Employees are on twice as many teams as 5 years ago. The amount of time that employees
spend in “collaborative” work – in meetings, on phone calls or answering emails – has increased by about 50%. Even more
9

significantly, this kind of work now takes up 80% or more of employees’ time. In addition, teams are increasingly a mix of employees
and outside vendors. Teams have remote members, either working from home, on the road, or in different geographical regions We
built Microsoft Teams in response to these communication and collaboration trends in the modern workplace.
Introducing Microsoft Teams
Microsoft Teams is a hub for teamwork, a chat-based workspace that enables teams to be more productive by giving them a single
and secure location that brings together everything a team needs: chats, meetings, calls, files, and tools. Microsoft Teams is one place
for all the needs your teams have.
Microsoft Teams delivers on four core promises to create a digital workspace for high performing teams.
1-Communicate through chat, meetings and calls
Microsoft Teams solves for the communication needs of a diverse workforce.
Since preview, Microsoft Teams has evolved to include a complete meetings experience, as well as chat, voice and video You can use Teams for informal 1:1 or group chats – directly on your phone if you’re on the go. Or you can have an open
conversation in a channel. This enables people to share information in a transparent way to accelerate decision making. And it's super
easy to move from a chat into a face to face meeting, helping you to bridge geographical barriers.
2-Collaborate with deeply integrated Office 365 apps
When it comes to collaboration, the deep Office integration enables today’s multigenerational workforce to use the Office apps they
are familiar with and love - Word, Excel, PowerPoint, OneNote, SharePoint, Planner, even Power BI - right within the context of Teams.
Teams is unique in how we enable collaboration.
Today, when you want somebody’s feedback, you send them the file via email, they store it locally with comments, you store it
again…… it's a vicious cycle that results in v2, v3, v4 versions – and you have to jump between email and other apps to get the work
done. Teams brings all the Office 365 services together – so that you can easily share and co-author files without the need for email
attachments.
3-Customize and extend with 3rd party apps, processes and devices
Many users use other services than Office 365 as well which results in you having to jump between and spend time in disparate
experiences. We built Teams to not only be the hub for Office 365 services, but for all the services and tools teams use on a day to
day basis. So, you can customize Teams with tabs, connector and bots to include the apps and services you need, like Trello. We have
integrations with over 150 partners. For our developer community, we have also created an extensible platform, to enable building
apps and to integrate with business processes.

4-Work with confidence with enterprise level security, compliance and manageability
Microsoft Teams comes with the enterprise grade security, compliance and manageability that you expect from Office 365 which
customers tell us is a huge value add for them.Microsoft Teams was designed with compliance, authentication, and privacy in mind
with support for industry standards, strong security measures including two-factor authentication, hard passwords, and access
policies. Microsoft Teams also offers secure guest access for collaboration with others outside your organization. Teams data is always
encrypted, whether it is chat, notes, or files. In short, it’s your data; you own it, and you control it.

High-level Overview
Note to presenter:
You should be able to complete the entire demo in the Microsoft Teams desktop client and on the Microsoft Teams App for
your mobile device. Optionally, depending on your presentation needs(multi-user functionality), you can do this section in the Web
client.

OVERVIEW
Speaker Script

Click Steps

GETTING STARTED
Marketing Manager Megan Bowen recently joined a major
product launch initiative. To organize everyone working on the
launch, she and her colleagues are using Microsoft Teams to
have a single and secure location that brings together
everything their team needs: chats, meetings, calls, files,
and tools.
When Megan comes to the office in the morning, she starts her
day in the “Teams” section of Microsoft Teams. Here, she can
see all the various teams that she is part of.

Log into Teams desktop client

A team can exist within an organization, a project or even an
interest group. For the product launch, she has created a team
called X1050 Launch Team.

In the left navigation, click on the “Teams” icon.
Point to the X1050 Launch Team.
11

Speaker Script

Click Steps

Within that team, she has also created several channels.
Channels are dedicated sections within a team to keep
conversations organized by specific topics or projects. Megan
has created channels for her team to communicate and
collaborate on Design, Digital Assets and the Go-To Market
plan.

Point to the channels Design, Digital Assets and Go To
Market Plan.

The app bar on the left gives Megan access to all main areas in
Teams. From here, she can access her activity feed, chat and the
store. Megan can also use the command box at the top to query
apps or search Teams.
Command apps, and take quick actions, and search – —all
from the command box

In the very top of the Teams window, click in the command
box.

Megan has several options how to navigate Teams. She can use
the left navigation or she can use the command bar. at the top
of the screen which integrates commanding with search.

Type launch, and hit enter.
In the left results menu, at the top, click through messages
and files to see all of the content associated with the word
“launch”.

In addition to searching across people, messages, files, and
apps, from here, she can command apps to search for
information in an app, such as a news article, and easily insert a
specific result into a chat or channel conversation.
She can also take quick actions right from the box with slash
commands.

Click back into the top search bar and type / then pause.

Slash commands are shortcuts that allow her to quickly perform
tasks or navigate Teams; such as setting her status, adding a
user to a team, or calling somebody. To get started with slash
commands, she simply types “/” to see a list of currently
available commands.

Finish typing goto, then type a space, and select the Design
channel.

Here she uses a slash command to jump to the Design channel.
Adding somebody to a team
12

Speaker Script

Click Steps

When somebody new joins the team, Megan can easily add
them. A team can have up to 2,500 members across the
organization, and even include external members though
secure guest access. Here, she adds a trusted vendor to her
team.

In the left navigation, click the ellipsis next to the X1050
Launch Team.
In the dropdown menu that appears, click Manage team.
Click Add member.

When Megan adds a new person, they automatically get access
to all conversations, information and files that have been shared
in the team making it easy for them to ramp up to the project.
And making it easy for Megan as she does not have to think
about which files, emails or other information she needs to
forward.

NOTE: Do not add him as a guest user, you will receive an
error message.
In the name field, enter “bobk@tailspin.com”.
Pause on Add BobK@tailspin as a guest.
Click Close.

COMMUNICATE THROUGH CHAT
Speaker Script

Click Steps

In Teams, Megan can choose how to communicate. She can
engage in private 1:1: chats, in group chats or in channel
conversations that are visible to the entire team.
CHANNEL CONVERSATIONS
In the left navigation, click Teams.

Microsoft Teams enables people to communicate without effort
through chat. Megan has some updates around design that she
wants to share with the team. She will use the Design channel
for that.

Under the X1050 Launch Team, Click the Design channel.

Persistent and open chat
13

Speaker Script

Click Steps

Chats are persistent and stored in their entirety, so Megan can
quickly catch up while away or revisit decisions made in an
earlier conversation. This adds a lot of value for new people
coming into the team, or for current team members looking to
re-visit the context of the conversation.

Scroll up to view conversations and find the red notification
indicators.

By default, team conversations are visible to the entire team
making it easy for everybody to stay in the know and to share
information in a transparent way to accelerate decision making.
The @sign shows that Megan is specifically mentioned, so she
can easily find conversations she needs to respond to. The red
bang shows high importance, so she can get straight into items
or topics that are most important.

Point to the @ mention (
Point to the Important (

) next to Pradeep’s conversation.
) next to Megan’s conversation.

Threaded Messages
When you have many members in a team or when you have
chats about multiple topics, it can become hard to follow a
conversation. To help with that, Microsoft Teams conversations
are threaded so that Megan can reply directly in-context to
specific conversations keeping relevant chats grouped together.

Scroll to the Excellent Meeting everyone conversation
started by Megan.

Further up in the Design channel, Megan sees a conversation
addressing the team. She clicks to expand all previous replies,
allowing her to view the entire thread.

Speaker Script

Click Steps

Rich Formatting
Within the channel, Megan can participate in existing
conversations, or compose a new message.

Click the compose box at the bottom to start a new
message.

Today, as she wants to share an update on design work, she
starts a new conversation.

Click the Compose icon (
menu.

Megan can either send a simple quick chat with just text or
expand the compose box to leverage rich formatting tools. As it
is an important update, she adds a subject line “January
milestone reached” to her message and highlights it as
important.

) to access the rich formatting

Click Add a subject and type January milestone reached.
Click in the body of the message and type @Alex then select
the Alex Wilber.

She would like to specifically thank Alex for his input, so she
adds an @mention. This way, Alex will receive a notification and
the conversation will show up in his activity feed.
Emojis, Stickers and Giphys
The culture of the team is very casual, so she decides to add a
sticker. Features like this allow teams to have fun together.
Successful collaboration is based on relationships, Teams
provides built in emojis and integration into Giphy. Teams also
supports creating or uploading memes and other stickers.

At the bottom of the text field, click
menu.

Megan decides to add an Office Drama sticker, as it usually gets
a great reaction from her team. She creates a custom sticker by
adding a caption “You guys rock!” [if possible, use a string that is
unique to you or your customer].

a. Click the Meme tab to show integrated memes.

Click

to show Giphy integration.

Click

to show available stickers.

to open the Emoji

b. Click Office Drama.
i. Click the High Five sticker.
ii. Type the caption, You guys rock!.

This makes it easy for Megan to show her personality and
humanize or soften her messages. Changing the communication
style has changed the style of Megan’s team. They can focus
more on the substance, and less about formalities.

iii. Click Done.
At the bottom right, click the send icon to post the message.

Speaker Script

Click Steps

Emailing a channel
Channel conversations also support the ability to email a
channel directly. Emailing a channel is useful for forwarding an
important email that you want to share with the team or to
move a conversation from email to Teams. To get a channel’s
email, just click the ellipsis next to the channel name to access
the email address.

In the top navigation, click the ellipsis
channel name.

beside the

a. Click Get email address.
b. Point out you can Copy the channel email address.
Click Close.

PRIVATE 1:1 OR GROUP CHATS
In the left navigation, click on Chat.

For conversations that don’t require the entire team Megan can
use a private, one-on-one chat or a group chat.
In the chats section of Microsoft Teams, Megan will only see
private conversations that she has created or to which she has
been added to.

In the left navigation, click the chat from Isaiah Langer.

She has some 1:1 chats with her team members. For example,
Isaiah wants to run a new idea by Megan, so he started a 1: 1
chat to see if she is available and whether she is currently
online.

In the chats list, click into the group chat with Alex,
Johanna, and Lee.

She also has a group conversation with various team members
– Alex, Johanna, and Lee. Megan can easily add more people to
this conversation. She adds Nestor to her group chat because
he will probably have something to contribute to the
conversation.

On the top right, click the add icon

Type Nestor, then select Nestor Wilke from the options.
Click Add.

Mobile Experience
Log into mobile Teams app
Speaker Script

Click Steps

In Teams, users have a frictionless experience no matter which
device they work from. Teams is available across mobile,
desktop and browser.

Switch to the iPhone mobile app on behalf of the demo
buddy, e.g. Isaiah Langer.

Microsoft Teams on the go

Swipe to scroll through alerts.

When team members are out of the office or away from their
desks, they can keep up with the team’s activity in Microsoft
Teams through the iOS, Android, and Windows Phone mobile
apps.

Tap the first message that says Megan Bowen mentioned
you.

Tap Activity.

Swipe to scroll to the top of the conversation, then swipe
back to the bottom.

Isaiah is traveling on business and uses his phone to check in on
the latest team activities. He can check, compose messages,
view documents, join meetings and make calls, just like on the
desktop or web apps.

On the reply with Isaiah mentioned, tap More Items (…).
Tap Like.
On the bottom of the screen, use the navigation bar to click
into the various assets of teams: Activity, Chat, Teams,
Meetings, and calls.

Back at the desk

Switch back to MeganB persona on the desktop.

Isaiah’s chat appears in the Teams desktop app. If Megan wants
to, she can reply and talk to Isaiah in real time.

In the left navigation, click Chat.
Click on Isaiah Langer.

COMMUNICATE THROUGH MEETINGS AND CALLS
Speaker Script

Click Steps

MEETINGS
Sometimes it’s most efficient to jump on a quick call to resolve
an issue or answer a question.
Teams offers a complete meeting solution supporting sharing,
video and audio conferencing. Meeting and calling capabilities
are all built into Teams, so Megan can easily start a meeting
directly from a chat conversation without having to sign in and
out of multiple applications.
Spontaneous Meetings
To start a meeting, Megan can click Audio Call or Video Call to
instantly turn a chat into an online call. Megan can also have a
call within a channel. During the call, she can attach various
documents and external data that can contruibute to what the
conversation is about.

In the left navigation, click Teams.
If not already there, click the X1050 Launch Team.
Click the Legal and Compliance Channel.
Nearthe bottom of the channel, find Joni’s conversation
mentioning copyright infringement, click Reply.
In the bottom of the text box, click the video icon
start the meeting.

During a meeting

Click the Meet Now button.

During a meeting, participants can use rich meeting capabilities.
including video and screen sharing, file sharing and chat to
make the meeting engaging and productive.

OPTIONAL: Join meeting from your mobile device as Isaiah
to view interacting during a meeting.meganb
Once it loads, in the upper right navigation, click the Show
Conversations icon

Speaker Script

Click Steps
In the bottom of the chat window, click the ellipsis to view
more attachment options..
Click Wikipedia Search.
Click Enter a search term.

After the meeting

Type copyright infringement.

After a meeting, all conversations from the meeting are posted
to the channel or – for private meetings – to the chat
conversations of each participant. This is helpful for team
members who were unable to attend the meeting, or for if
Megan herself wants to read up the context of the meeting.

Once it’s finished uploading, click the first option.
In the bottom right of the chat window, click the Send icon.
To end the meeting, click the Hang Up button.
In the copyright infringement conversation, click # replies
from [user names] to view all replies.
Point out that the article is now available in the channel.

Schedule a meeting
For more formal meetings, Megan can schedule a meeting in
the “Meetings” section. In an experience similar to Outlook,
Megan can enter information for the meeting such as title and
details. She can also select the channel for hosting the meeting,
which will include all members of that channel. Or, she can
select individual users to be invited to the meeting.

In the left navigation, click Meetings.
Click Schedule a meeting.
Under Select a channel to meet in, click the down arrow.
Scroll to show options, and then click out to close.
Under Meeting Title, type Launch Update.

Meetings in Teams are integrated with Exchange calendar, so
the Scheduling Assistant feature suggests times that are optimal
for all attendees.

Under Invite People, type Isaiah, and then select Isaiah
Langer from the results.
Point out the scheduling assistant.
Click Schedule a meeting.

CALLING

Speaker Script

Click Steps

Teams also offers cloud-based telephony and calling solutions.
With the Microsoft Calling Plan, users can have a dedicated
phone number for placing and receiving both domestic and
international calls (available in 8 countries currently).

NOTE: The following steps require a demo tenant with PSTN
calling feature enabled. If your demo tenant does not have
this feature, please use this section as talking points.

Advanced features include voice mail which are also being
transcribed.

In the bottom left of the Calls panel, point to but do not click
on the dial pad.

In the left navigation, click Calls.

Above that, click on History.
Then click on Voicemail.
Click on the individual voicemail and show the transcript of a
voice mail.

COLLABORATE WITH DEEPLY INTEGRATED OFFICE APPS
Speaker Script

Click Steps

Information often lives across expansive services today – like
mail, files, meetings, PowerBI/ data, other SaaS services.

In the left navigation, click Teams.

Teams is a hub both for communication and collaboration that
brings all these services together in one single workspace
resulting in more time for productivity as you do not have to
toggle between apps.

Click the Files tab in the channel.

If not already there, click the Go to Market Plan channel.
Click the ellipsis next to any recent file.
Click anywhere on the screen to exit.

OFFICE INTEGRATION
In the top navigation, click Conversations.

When it comes to collaboration, the deep Office integration
enables Megan to use the Office apps she is familiar with and
loves. Word, Excel, PowerPoint, OneNote, SharePoint, Planner,
even Power BI – they are all built-in and available right within
the context of Teams.

At the bottom of the screen, click in the Start a new
conversation field.
Click the paperclip icon
20

, to attach a document.

Speaker Script

Click Steps

Share files

Click OneDrive, then the Contoso Electronics folder.

In a conversation, Megan can upload a file such as a PowerPoint
document. Every time someone creates a team, a corresponding
SharePoint team site is provisioned as well. When Megan shares
a document, it automatically gets uploaded to that SharePoint
site and all members of a team can easily access it through the
Files tab. The Files tab is included by default for every channel
and provides an easy way for team members to share and store
content. By default, all members of a team can edit and view
any file that has been shared within a team.

Click the Excel file, Contoso Monthly Report.

No longer is information like this locked away in Megan’s e-mail
inbox but her team can communicate and collaborate in one
single place changing how her team works and making them
more productive.

Click Files tab.

Click Upload a copy.
Click the send icon, in the bottom right corner.
In the top navigation, click the +.
Scroll to see all options.
Click out of the window to close it.
Click +Add cloud storage.
Point to all the different cloud storage options.
Click the X in the top right.

Megan can also share files from third party storage services like
Dropbox or Google drive.
Edit and co-author files
Here, she reviews a file that Johanna has shared with her.
Megan can co-author and edit the file right in the app. As all
files are stored on SharePoint, the latest version of the file is
always accessible to any member on the team – without the
need for email attachments.
Before, Johanna would have shared this file via email, then
somebody would add their comments, re-share it etc. Now, she
can simply click on the file to access the latest version.

Click the Design channel.
Scroll up to find Johanna’s conversation about Usability
Testing.
Click # replies from [user names] to view all replies.
Click the word document, titled XT1050 Usability test 2.3,
to view it in Teams.
Once that loads, in the top right, click the conversation

She can also review comments from other team members
making it easy for her to understand the full context of the file
and to continue the conversation right in place.

bubble icon

, to view the comments about the document.

Speaker Script

Click Steps
At the top of the screen, click Close to exit.

CUSTOMIZE AND EXTEND
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As every team is unique, Megan can tailor her team and
customize it with tabs, connector and bots to include the apps
and services which are relevant to the launch project – Teams
has integrations with over 150 partners.
TABS

Click the Files tab in the channel.

Tabs are one of the ways how to customize a team and can be
added for files, notes, websites, and apps – both from Microsoft
and 3rd parties. This makes it very easy for team members to
access frequently used content or services with just one click.

Click the ellipsis next to any recent file.
Click Make this a tab.
Scroll through the doc to view it in the Teams app.

Office documents and services
Megan can pin important Office documents – like a Word,
PowerPoint, Excel file – directly to the tab bar. Creating a new
tab is easy; all Megan needs to do is click the ellipsis next to the
file and select Make this a tab. Here, she has pinned the monthly
project overview presentation.

In the left navigation, click the Go to Market Plan channel.
In the top navigation, click the Power BI tab and ensure you
are in the Website & Social Analytics report (reports are
accessible via tabs at the bottom of the Power BI window).

Power BI
This afternoon, Megan has a weekly team planning meeting.
Part of Megan’s role on the team is to track the opportunity
pipeline for the new product line. This Power BI dashboard
offers a visually rich view of current and projected opportunities
and revenue. Megan opens the Power BI tab and sees several
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reports, including opportunity count, revenue, and upcoming
opportunities, which she wants to review in the meeting.

NOTE: You may need to expand the channel list in the top
navigation to see the Power BI tab.

Power BI reports are interactive. Megan can pause on any of
these data points and get more information.

Pause on one or more data points in the report and point to
the popup.
Click on any of the data points to show interactivity.
In any graph, pause your mouse over the graph and click the
More menu (…).
Planner

At the top of the screen, click the Product Launch Event tab.

Megan’s team uses Microsoft Planner to organize their work
and keep on track. The plan has buckets for organizing tasks for
this project.

In the Planner pane, at the top of the To do bucket, click the
+ icon.

Megan adds a new task: Analyze Power BI Data. She sets a due
date and assigns this task to herself. Since she has already
started, she sets the status to In progress.

a. Task Name: Analyze Power BI Data

Add the following task by clicking in the related fields:
i. Due Date: select date for 2 days from now
ii. Assigned to: Megan Bowen
iii. Click Add task.
Click the newly created Analyze Power BI Data card.
Under Progress, click Not Started.
Point to available status options, then click In progress.
Close the task window.
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Third party Apps and websites

Click the General channel under the X1050 Launch Team.

In addition to pinning Office services, Megan can also pin
websites or third-party Apps like Trello for task management,
Hootsuite for social media, or even the Adobe Creative Cloud to
bring designers and creatives together. Here, Megan uses Trello
to manage activities within her team.

In the tab navigation, click Welcome Board to view your
Trello Board.
Click a tile to show it interacting in the tab.
In the top right corner, click the X to close that task.

Megan can also add a connector for Trello. When you assign a
task to somebody in Trello, then the connector sends a
notification to a channel about that.

Scroll up in the channel to see Trello notifications.

Connectors
Microsoft Teams is integrated with a wide selection of project
management apps, social feeds, and data visualization tools via
Connectors (examples: Twitter, RSS, Asana).

Point to Bing News items in the conversation pane.
In the top of the window, next to the channel title, click
More items (…).

Megan can use Connectors to quickly add these apps to
Microsoft Teams and get updates and notifications from them.
For example, the X1050 Launch Team has a dedicated media
channel for external news and social media feeds.

Click Connectors.
Under Bing News, click 1 configured.
Point to the configured connector.

This channel includes a Bing News connector to show relevant
news items discovered by Bing Search.
Include information from an app in a conversation

In the top command box, click Search or type a command.

Megan can also bring information from apps into a chat or
channel message with a simple click. Here, she wants to share
the latest news for AI in a message to her team. In the past, she
had to go to the News tab, copy the link or a screenshot of the
article, and then share it as part of the message. Now, she can
click on the 3 dots or use the command box, choose the
respective app and then include information from the app in her
message without having to switch context.

Type @news, and select the first result.
Next, type in AI, and select the first result.
In the top right corner of the result, click the copy icon
In the bottom of the window, click Start a new
conversation, then Ctrl + V to paste the information.
In the right corner, click the Send icon.
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She could also include a card with information about a task
from the Trello board she created.

In the far left navigation, at the bottom of the list, click the
ellipsis(…)

, for more apps to chose from.

Point out the various list of apps.
Click outside of the menu to exit.
[OPTIONAL]
Access a personal view of your apps

[OPTIONAL]

In Teams, Megan can also access a personal view of many apps
by clicking on ”…”” in the left navigation menu. Here, she can
easily access the apps she cares about and see all the items that
she has been assigned to across apps like tasks in Planner, bugs
in Jira Cloud.

In the far left navigation, at the bottom of the list, click the
ellipsis(…)

, for more apps to chose from.

From the selection, click the Planner App.

For example, in the personal OneNote experience, you can view
recently accessed notebooks, notebooks you have added and
notebooks you can access across your teams. The personal
Planner experience shows you a view of your personal tasks
across teams and allows you to keep track of tasks you have been
assigned.

When it loads, point out the various tabs at the top and that
they are all assigned to you.
In the left navigation, click Teams to exit.

Bots
Megan can also add intelligent bots to interact with Microsoft
Teams. Bots can answer natural-language questions and
perform lightweight tasks such as FAQs.

In the Teams list, under the X1050 Launch Team, click the
Go-to-Market Plan channel.
In the tab menu, click conversations.

She has pinned Growbot to the tabs bar so that she can
acknowledge the team for their contributions. All she has to do
to give the team kudos is @growbot and then type the word
‘kudos’ and @ mention the person who she wants to

Click the conversation box.

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acknowledge. She can also see a leaderboard by @ mentioning
Growbot and then typing the word ‘leaderboard’.

Type @growbot kudos @isaiah, then select Isiaiah langer,
then finish typing, great job this week working overtime
to finish by our deadline! Press Enter.
Wait one minute, then type @growbot leaderboard.

Store
Megan can search and discover apps and services in the Store.
Here, she can search can search for apps by name, category
(such as Project management or Analytics and BI), or integration
type (such as Bots, Tabs or Connectors), Megan knows what she
is looking for, so rather then scrolling the list, she searches for
Hootsuite directly. With one simple click she can add the app to
a team, and choose which channels to add it to as a tab.

In the far left navigation, at the bottom of the screen, click
the Store icon,

Scroll up and down to see the various apps and services.

IT Admin Controls
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Microsoft Teams provides a rich set of admin controls and
security measures to help meet security and compliance
requirements for any industry. Data is always encrypted,
whether in chats, conversations, notes, or files.

Switch to the browser session with Office 365 - Mail open.
In the top left, click App Launcher, and then click Admin.
In the left navigation, click Settings, and then click Services
& add-ins.

In the Office 365 Admin Center, an administrator can tailor the
Teams experience to the needs of their users, ensuring they
meet security and compliance requirements, or even turn Teams
on or off for the organization.

Scroll down and click Microsoft Teams.
Point to Turn Microsoft Teams on or off for your entire
organization.
Click the General section to expand it.

In the General section, admins can select to show an org chart
in each user’s personal profile. Admins can set whether the

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organization can use bots to provide help to users, or integrate
with other apps.

Under General, point to Allow T-bot proactive help
messages.

Admins can turn off video and screen sharing in calls and
meetings in the Calls & Meetings section.
Click the Calls & Meetings section to expand it.
In the Messaging section, Megan’s organization can decide if
they want to allow various kinds of content, including animated
images, memes, and stickers. If animated images are turned on,
they can also be limited by content rating.

9. Click the Messaging section to expand it.

In the Apps section, Admins can turn off support for tabs from
Microsoft partners or side-loaded applications. Note that this
does not turn off the default tabs, such as files, OneNote, and
Planner.

Click the Apps section to expand it.

Office 365 Groups are used to manage team owners and
members. The Teams & Channels section links to the Office
365 Groups control panel. From here, an administrator can
control who can create teams or groups.

Click the Teams & Channels section to expand it.
Click the Use the Groups dashboard in the Office 365

Using these controls, Megan’s organization can make sure that
they have control over how people are using Microsoft Teams.

admin center link

Audit Log
In the Security and Compliance section of the Admin Control
Center, Office 365 provides tools to help you understand and
investigate cyber-threats and take action to protect your
organization from them.

In the left navigation, click Admin centers.
Click Security & Compliance.

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Megan can use the Audit log search section to find activity
related to email, groups, documents, permissions, directory
services, and much more. This can be used for a variety of
services such as finding out if a user deleted a document or if an
admin reset someone's password.

In the Security & Compliance Admin center, click Service
assurance.
Click Audited controls.
Under Status of audited controls, click any of the
Standard/Regulation listed to see the audit report for that
control.

Accessibility
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In recent Office updates and now Teams, Microsoft has
provided significant accessibility enhancements that make it
easy for users with limited dexterity, low vision, or other
disabilities to work effectively.

1. On your keyboard hit the high contrast mode shortcut

High contrast mode, enabled through a keyboard shortcut,
allows the reader to better distinguish elements and text, aiding
those with visual impairments, such as cataracts.

h. Alt, left Shift, and Print Screen
2. Disable high contrast mode by hitting the same keyboard
shortcut.

In Teams, high contrast mode draws attention to individual
messages, images, and attachments. Messages and message
threads are distinct elements making a reply to a thread easy to
complete.
Team members can also use keyboard shortcuts, the screen
magnifier tool, or a screen reader like Narrator. Built into
Windows 10, Narrator reads text on the PC screen aloud and
describes events, such as notifications, messages, or calendar
appointments, so Megan can use her PC without a display. With
a screen reader, users can find and read threaded conversations

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in a channel, like or post a message, add attachments, open and
view a file, and more.

Microsoft Teams Reset Instructions
Follow these steps to reset the demo after each presentation:
Note: You must remove any content you added during the demo within 24 hours or the system will no longer be able to
delete it.
1. Log in to the tenant as Megan Bowen:
Delete any new content created during the demo, for example:
a. In the X1050 Launch Team, Design channel:
▪

Delete any conversations you added if applicable

b. In the X1050 Launch Team, the Go-to-Market Plan channel:
▪

Delete any tab added in the context of the demo.
•

Check the box about permanently deleting this plan and all its tasks.

▪

On the Team Planning Prep tab, delete the Analyze Power BI task.

▪

Delete any conversations you added if applicable

▪

Any content added during the demo.

2. Revert any changes made to a document during the demo.
3. Delete uploaded files:
a. In the Go-to Market Plan channel, go to the chat conversations.
b. Delete the European Expansion PowerPoint file.
4. Sign out of all browser sessions and close the browsers.
Formatted: No bullets or numbering

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