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Microsoft Teams guide: A comprehensive how to cheat sheet

by Ivan
Microsoft Teams How To cheat sheet guide overview

Microsoft’s chat and collaboration platform Teams may have arrived some time after Slack, but thanks to its integration with Microsoft 365, it has a few tricks up its sleeve. This cheat sheet about Microsoft Teams is an overview of the platform, and it will be revised periodically as new updates are released. 

Download the Microsoft Teams Quick Starter Cheatsheet Here

Teams QS.pdf

Executive summary

  • What is Microsoft Teams? A chat and collaboration platform for Microsoft 365 customers designed to simplify group work.
  • How do I use Microsoft Teams? As well as the chat-based communications, Teams’ integration with other Microsoft services allows users access to shared files and calendars, collaborative editing, and easy switching between voice, video, and text chat.
  • Who does Microsoft Teams affect? The service is available to most subscribers to the cloud-based Microsoft 365 suite.
  • When and where is Microsoft Teams available? Microsoft Teams is available to Microsoft 365 customers and supports 93 languages and dialects.
  • How do I get Microsoft Teams? Microsoft Teams is enabled by default for most organizations using Microsoft 365.

What is Microsoft Teams?

Teams is Microsoft’s take on chat-based communication for business; Teams is also Microsoft’s answer to competing platforms such as Slack and Zoom. Slack stock continues to lose value, despite a good revenue flow–analysts cite Microsoft Teams as part of that decrease. In July 2019, Microsoft Teams slid by Slack with 13 million daily users; as of April 2021, Microsoft Teams has 145 million daily active users.

In its simplest form, the service allows users to set up Microsoft Teams, each of which is essentially a hub for group chat rooms, which are called channels (conversations).

Multiple chat rooms or channels can be created within a Team, and to help keep chats easy to follow, conversations are threaded, flow from top to bottom, and notify users of updates. If users need face-to-face conversation, they can jump straight into voice or video chats with other channel participants with a single click. The number of participants in a regular Microsoft Teams group video chat is now a maximum of 300.

Microsoft integrated the Kaizala messaging service for large-group communication into Teams in June 2019. In August 2020, Microsoft launched a new user license for Teams called Advanced Communications, which supports live events with up to 20,000 participants and interactive meetings with up to 1,000 participants. The Advanced Communications add-on also brings branded backgrounds and the new Teams Calling telephony function into the mix.

eams is integrated with Microsoft 365, which means it is tied to other Microsoft Office services, such as Word and Excel, as well as its cloud storage and sharing services such as SharePoint, PowerPoint, OneNote, Planner (which is being rebranded as Tasks), and Power BI. To help users track and prioritize tasks, Microsoft Lists is available in Teams. Similarly, users can create, manage, and share project sign-offs directly within Teams using the Approvals function.

Microsoft Teams supports live transcription and recording capabilities. Any documents, spreadsheets, presentations, and the like that are shared within a Team are synced with a copy stored in Microsoft’s OneDrive cloud storage and a local SharePoint environment, so every Team member always has access to the latest version. Collaborative editing of this shared content is also possible, with each user’s changes reflected in the Office software in real time. Meeting recaps comprising a recording of the meeting, transcript, chat, shared files are also available.

Access to files, internal sites, and dashboards is automatically controlled by Microsoft 365 Groups and SharePoint, with users able to create a new Group or attach the Team to an existing Group when creating the Team. Even if someone doesn’t like using Microsoft Teams, the service’s integration with Microsoft 365 means that important updates or content generated within the collaboration platform can be flagged up outside of Teams; for instance, Microsoft Delve might highlight an update to an important shared file.

Alongside this integration with Microsoft’s wider suite of services, new functionality, such as Teams for healthcare organizations (February 2020), is being added all the time. Since the start of the COVID-19 pandemic, Teams has received a steady stream of feature updates from Microsoft. Some of these have been more aesthetic in nature: for example, the new Together Mode, which places users in a shared virtual space (think an auditorium or coffee shops) to help create a better sense of togetherness while employees are working from home. There’s also Presenter View, which allows presenters to view their slides alongside any notes they’ve made, as well as see thumbnails of upcoming slides at the bottom of the Teams meeting Window.

Microsoft Team channels can also communicate with outside services via Connectors. Connectors already exist to push updates from GitHub, Evernote, Zendesk, MailChimp, SAP SuccessFactors, Salesforce, and many more to Teams’ channels, and an API framework is available to allow more to be built, also allowing businesses to link their own internal apps. Microsoft Teams supports over 100 Connectors and shipped with 85 Bots. From within Chat, every Team channel has access to T-Bot, a bot that can answer simple questions about how to use Microsoft Teams.

Microsoft Teams is designed to meet the same security and data protection standards as Microsoft 365 and is Microsoft 365 Tier C compliant. The service enforces two-factor authentication, single sign-on through Active Directory, and encryption of data in transit and at rest. Microsoft is also adding controls to help organizations protect sensitive information from being shared or leaked. Information barriers allow firms to limit which team members can communicate and collaborate with each other. Secure Private Channels lets organizations control which team members can see conversations and content in a specific Teams channel.

Additional resources

How do I use Microsoft Teams?

Microsoft Teams is designed to provide an easier way for small groups of people to communicate and collaborate.

The de facto approach of communicating via group emails and sharing files via a patchwork of different services is difficult–or so goes Microsoft’s rationale–with the potential for missed messages and files. This is the problem Microsoft Teams is designed to solve.

Microsoft argues that Teams’ trump card is its tight integration with Office services and Groups, which allows users to seamlessly and securely switch between editing documents, shared dashboards and planners, and group chat, video, and voice calls. That simplicity of just setting up a Team and having access to all these shared services–without the need to spend hours configuring them–is part of what Microsoft sees as Teams’ selling point. Microsoft Teams integration with email also allows messages sent to a designated Team address to be copied to a conversation in Teams.

Full-featured dialing capabilities weren’t originally available, but Microsoft Teams now supports call history, hold/resume, speed dial, transfer, forwarding, caller ID masking, extension dialing, multi-call handling, simultaneous ringing, and voicemail.

As Teams gains new features, Microsoft is encouraging users of Skype for Business to start planning to migrate to the platform. Microsoft Teams is available in an increasing number of meeting room setups, with full services accessible via Microsoft Teams Rooms (formerly Skype Room Systems version 2) and on Surface Hub. Due to Microsoft Teams incorporating these features, support for Skype for Business will end on 31 July 2021, with new Microsoft 365 customers moved onto Microsoft Teams by default. In the meantime, Microsoft has facilitated interoperability across Teams and Skype. This has been designed to help businesses during the transition by Teams users to chat with and call Skype users.

A new calling experience offering a simplified view of contacts, voicemail, and calling history will be coming to Teams later this year, alongside a new collaborative calling functionality for helpdesk-type setups. A speed-dial feature for Teams on iOS is also in the works.

SEE: 11 ways to be a consummate professional during Zoom and Microsoft Teams meetings (TechRepublic)

Since launch Microsoft has integrated apps and services with Teams, both in-house Microsoft 365 such as Excel, as well as those from select partners like Trello, InVision, SurveyMonkey, Polly, Open Agora, iCIMS, Miro and HireVue. Most recently, Microsoft announced integration with GitHub, which is currently in public beta. Teams users can view details on ongoing GitHub projects, discuss and collaborate on ongoing issues and pull requests, as well as close, reopen and file new issues directly from a Microsoft Teams channel.

Users can include information directly from these apps in their conversations without having to include screenshots or hyperlinks. Searching for people has also been improved, with the addition of a Microsoft Graph API-powered app called “Who” that will allow users to search for people in their organizations by name or topic.

Well-established features of Microsoft Teams now include recordings of meetings being uploaded to the Azure cloud, alongside timestamped transcriptions, with automatic translation of chat messages and of automated captions.

Microsoft has also integrated Teams with its augmented-reality headset HoloLens to enable a Remote Assist feature. This feature allows a worker in the field wearing the prototype headset to share video of what they’re looking at with an expert back at the head office using Microsoft Teams.

In May 2021, Microsoft released new Teams features aimed at consumer users. These personal accounts look a little different, but offer the same primary features as the business version, including Together mode and group chats. Beyond this, Teams for consumers also sports a new collection of live emoji reactions and GIFs, which people can use to liven up their calls.

Additional resources

Who are Microsoft Teams’ competitors?

Microsoft Teams’ main challengers are the chat and collaboration services Slack, Zoom, Google Meet, and GoToMeeting, although none of the competitors are as robust and full-featured as Teams.

Slack released before Microsoft Teams, and speaking from personal experience, using a mix of Slack and Google Apps for Work provides a relatively straightforward way of collaborating and communicating with colleagues. Slack has also released its Enterprise Grid service, targeted at serving the needs of organizations with between 500 and 500,000 users.

Slack is also available as a Freemium product, with the price rising to $15 with customized pricing available. Microsoft Teams also offers users a limited set of features for free, although the full service requires a Microsoft 365 for business subscription, costing about $12.50 per user per month, which also includes a full suite of Office services. The free version of Microsoft Teams has all the primary features.

Since the free version of Microsoft Teams was introduced in July 2018, there’s been marked growth in Teams’ user numbers.

As of March 2019, there were 500,000 organizations using Microsoft Teams; by July 2019 more than 13 million people were using Teams–more than were using its rival Slack at the time; and by April 2020, Microsoft Teams has 75 million daily active users. Industry-leading organizations are rolling out Teams enterprise-wide; in fact, 20 customers have more than 100,000 employees actively using Teams as of March 2020.

Additional resources

Who does Microsoft Teams affect?

The service is available to subscribers to the cloud-based Microsoft 365 suite. Microsoft says it is available to “most” Microsoft 365 commercial customers–with Teams being enabled for Business Essentials, Business Premium, E1, E3, and E5 plan subscribers.

Microsoft Teams for Education has a range of features designed to help teachers and students, such as the ability to pull timetables from the school information system, integrated OneNote class notebooks, and assignment management tools to assist teachers in grading and providing feedback.

Microsoft Teams is cross-platform, with clients for Windows, Mac, Linux, Android, and iOS.

Additional resources

When and where is Microsoft Teams available?

Microsoft Teams is available to Microsoft 365 customers and is in 93 languages and dialects.

Additional resources

How do I get Microsoft Teams?

Microsoft Teams is enabled by default for most organizations using Microsoft 365, with the only requirement being a subscription to one of the license plans outlined above. A free edition, supporting all the primary features, is also available.

Additional resources

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