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Microsoft 365 Teams


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Microsoft 365 Teams is a chat-based collaboration tool for the office that gives groups the ability to communicate and collaborate in a cohesive way.

This course is intended to help all users get started with Teams, use messages and channels, communicate in different ways, and customize Teams settings. By the end of this course, users should be comfortable using the Teams app in their day-to-day workflow.

Course participants will learn how to use the Teams interface, communicate using channels, use other communication tools such as chat, audio and video calls, how to customize channels, how to manage the Teams profile, and how to add bots and apps, and more.

This course includes new features and updates of Microsoft 365 Teams that took place in April 2020.

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Getting Started

TOPIC A: Getting Started with Microsoft Teams

What is Microsoft Teams?

Accessing Microsoft Teams

The Microsoft Teams Interface

Creating a New Team

Adding Members to Your Team

Changing Teams

Leaving a Team

Using Microsoft Teams Mobile Apps

Activity 1-1: Getting Started with Microsoft Teams

TOPIC B: Using Channels

About Channels

Viewing Channels

Creating a Channel

Pinning a Channel

Modifying Channel Notifications

Activity 1-2: Using Channels

TOPIC C: Posting Messages

Posting a Message

Expanding the Compose Box

Editing a Message

Replying to a Message

Adding Files to a Message

Deleting a Message

Activity 1-3: Posting Messages

TOPIC D: Getting Help with Microsoft Teams

Using the Help Center

Viewing New Features

Viewing Keyboard Shortcuts

Using Slash Commands

Activity 1-4: Getting Help with Microsoft Teams


Review Questions

Lesson 2: Communicating in Channels

TOPIC A: Managing Messages

Identifying New Messages

Marking Messages as Read and Unread

Reacting to a Message

Saving a Message

Activity 2-1: Managing Messages

TOPIC B: Doing More with Messages

Using Mentions

Using Announcements

Viewing Your Activity

Searching in Teams

Activity 2-2: Doing More with Messages

TOPIC C: Managing Files in a Channel

Viewing Posted Files

Creating a New File

Uploading a File

Managing Files

Moving Files

Adding Cloud Storage

Activity 2-3: Managing Files in a Channel

TOPIC D: Using the Wiki

Viewing the Wiki

Creating Wiki Content

Creating Sections and Pages

Navigating Through the Wiki

Accessing Section Options

Accessing Page Options

Activity 2-4: Using the Wiki


Review Questions

Lesson 3: Using Other Communication Tools

TOPIC A: Using Chat

Starting a Chat

Replying to a Chat Message

Continuing a Chat

Adding Other Users to the Chat

Using Chat Message Features

Overview of Chat Tabs

Managing Chats

Activity 3-1: Using Chat

TOPIC B: Making Audio and Video Calls

Using the Calls Tab

Adding Contacts

Starting an Audio Call

Starting Audio or Video Calls from a Chat Message

Video Calls

Screen Sharing

Activity 3-2: Making Audio and Video Calls

TOPIC C: Managing Meetings Using the Teams Calendar

Using the Calendar Tab

Scheduling a Meeting

Scheduling a Meeting from a Chat Message

Editing a Meeting

Joining a Meeting

Cancelling a Meeting

Activity 3-3: Managing Meetings

TOPIC D: Managing Files in Teams

Using the Files Tab in Teams

Viewing Files

Managing Files

Adding and Managing Cloud Storage

Activity 3-4: Managing Files in Teams


Review Questions

Lesson 4: Customizing Channels

TOPIC A: Customizing Channels

Renaming a Channel

Accessing the Channel Email Address and Link

Accessing the Team’s SharePoint Page

Deleting a Channel

Activity 4-1: Customizing Channels

TOPIC B: Adding Tabs to a Channel

Adding a Tab

Using Tab Conversations

Renaming a Tab

Removing a Tab

Activity 4-2: Adding Tabs to a Channel

TOPIC C: Adding Connectors to a Channel

Adding a Connector

Changing Connector Settings

Changing Connector Accounts

Removing a Connector

Activity 4-3: Adding Connectors to a Channel


Review Questions

Lesson 5: Customizing your Teams Experience

TOPIC A: Managing Your Teams Profile

Updating Your Profile Picture

Changing Your Status

Changing Your Teams Settings

Logging Out of Teams

Activity 5-1: Managing Your Teams Profile

TOPIC B: Managing Teams

Editing the Team

Accessing Advanced Team Settings

Managing Team Members

Managing Channels

Managing Settings

Managing Analytics

Managing Apps

Deleting the Team

Activity 5-2: Managing Teams

TOPIC C: Adding Apps and Bots

Opening the App Store

Installing an App

Using Apps

Managing Apps

Removing Apps

Using Bots

Activity 5-3: Adding Apps and Bots


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson Lab 1-2

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet


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