Here are instructions for the Sales Team on transitioning from Zoom to Microsoft Teams:
Please familiarize yourself with Teams' interface and features ahead of their first meetings. This will facilitate a smoother transition from Zoom.
Note:
Please scroll down to the bottom to see links to instruction videos.
Switching Sales Meetings from Zoom to Teams
1. For the Sales to schedule the Teams meeting:
- Open Microsoft Teams.
- Click on the “Calendar” tab on the left sidebar.
- Select “New Meeting” at the top-right corner.
- Fill in meeting details like title, date, and time.
- In the "Add required attendees" field, enter the email addresses of team members. For customers without a Microsoft 365 account, you can add their email addresses here as well; they'll receive an invitation to join the meeting.
2. For Customers Joining Without a Microsoft Account (* only “Sales” domain group can invite anonymous participants *):
- Customers will receive an email with a link to join the Teams meeting.
- They can join by clicking on the link, which will open the meeting in their web browser.
- They do not need to sign in or have a Microsoft account. They can choose “Join as a guest” and enter their name to join the meeting.
3. Switching Outlook Add-on from Zoom to Teams:
- In Outlook, go to the “File” tab, then select “Options.”
- In the Outlook Options window, select “Add-ins.”
- In the “Manage” dropdown at the bottom, select “COM Add-ins,” and then click “Go.”
- Uncheck the Zoom add-in and check the “Microsoft Teams Meeting Add-in for Microsoft Office.”
- Click “OK” to save changes. Now, when scheduling a meeting in Outlook, you can use the Teams add-in.
4. Scheduling Meetings with the Teams Room Resource Account (mainstage@vantageapparel.com):**
- When creating a new meeting in Teams, add mainstage@vantageapparel.com as one of the attendees.
- This ensures the availability of the Teams Room and avoids resource conflicts.
Installing and Signing into Teams on iPhone
1. Installation:
- Open the App Store on your iPhone.
- Search for “Microsoft Teams.”
- Download and install the app.
2. Signing In:
- Open the Microsoft Teams app.
- Enter your work email address and password associated with your Microsoft 365 account.
- Follow any additional prompts to complete the setup.
Note that you cannot watch these while on VPN.
How to Use Microsoft Teams Effectively | Your COMPLETE Guide: https://youtu.be/z6IUiamE3-U?si=OuXLIr3Z0kQbzpQj
00:00 How to Use Microsoft Teams - Complete Guide
00:46 How To Get and Install Microsoft Teams
01:52 What are Teams and Channels in Microsoft Teams
04:35 Posts View in Microsoft Teams
09:34 Channel Files in Microsoft Teams
10:55 Channel Wiki in Microsoft Teams
11:33 Customize Your Workspace in Microsoft Teams
13:27 How To Do a Video Meeting in Microsoft Teams
16:22 How To Chat in Microsoft Teams
19:49 How To Save / Bookmark Messages in Teams
20:53 How To Use Activity View in Teams
21:30 How To Use Search in Microsoft Teams
22:20 How To Make Calls in Teams
Top 25 Tips and Tricks for Microsoft Teams meetings // A Teams Meetings tutorial: https://youtu.be/w8XWzvF5G-8?si=V-KRuK0Gzui5HGxA
0:00 Introduction
0:14 Meeting set up - audio, video and Teams background
1:23 Meeting Options
2:47 Noise Suppression – z: Do NOT eat chips during sales calls!
4:32 Present from PowerPoint into a Teams Meeting
5:31 Presenter Mode
7:38 Dynamic View and Multi-spotlight
9:07 Focus mode
9:27 Full screen
9:51 Include computer sound
10:55 PowerPoint Live - Standout view
11:35 PowerPoint Live - laser pointer
12:04 PowerPoint Live - Translate slides
12:49 Hand raise order
13:37 Hard Audio mute improvements
14:40 Disable video
15:54 New Whiteboard
18:59 Live Captions speaker attribution
19:49 Transcription, recordings, etc.
21:07 Content from Camera – z: The TPS reports are most important!
22:47 Forms app and poll/intelligence
23:46 Forms quick quiz
25:02 Lock the meeting
26:06 Breakout Room pre-create
27:27 Live Captions languages
* only “Sales” domain group can invite anonymous participants – all other users can schedule meetings only with the authenticated users. This is to prevent hacking or leaking confidential information.