19,19 €
A complete guide on Teams filled with real-world scenarios and best practices to increase enterprise productivity and engagement
Microsoft Teams is a platform for unified communication in modern workplaces. It not only enables effective communication, but also helps you manage your resources through its integration with various Microsoft Office 365 services. This book offers a comprehensive introduction to the platform, getting you up to speed in no time. Complete with hands-on tutorials, and projects, this easy-to-follow guide will teach you how to use Teams in the best possible way.
Starting with the basic concepts that will help you collaborate on Teams, this book takes you through expert techniques for creating and managing teams. A dedicated section also features industry practices to help enhance collaboration in modern workplaces. In later chapters, you’ll explore Microsoft services such as SharePoint, PowerApps, Power Automate, and learn how they interact with Microsoft Teams. You’ll also get to grips with dealing with permissions and security issues in managing private and public teams and channels. Along the way, you’ll discover practical scenarios that will help you improve the collaboration in your organization and increase productivity by using Teams features.
By the end of this book, you’ll have hands-on experience of using Microsoft Teams, along with the skills you need to improve the way people collaborate in your organization.
This Microsoft Teams book is for power users and business professionals looking to use Teams for improving collaboration in an enterprise environment. The book will also be useful for Office 365 administrators interested in implementing Microsoft Teams effectively by learning about and exploring expert tips and best practices to ensure good governance.
João Carlos Oliveira Ferreira is an acclaimed Microsoft MVP, MCP, and MCSA. João has been working with SharePoint for the last 8 years and embraced Microsoft Teams right from day one. João is responsible for the development of several products and is also the manager of several development teams..Sie lesen das E-Book in den Legimi-Apps auf:
Seitenzahl: 247
Veröffentlichungsjahr: 2020
A practical guide to enhancing enterprise collaboration with Microsoft Teams and Office 365
João Ferreira
BIRMINGHAM—MUMBAI
Copyright © 2020 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Commissioning Editor: Pavan Ramchandani
Acquisition Editor: Pavan Ramchandani
Senior Editor: Hayden Edwards
Content Development Editor: Keagan Carneiro
Technical Editor: Deepesh Patel
Copy Editor: Safis Editing
Project Coordinator: Kinjal Bari
Proofreader: Safis Editing
Indexer: Tejal Daruwale Soni
Production Designer: Alishon Mendonsa
First published: April 2020
Production reference: 1290420
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.
ISBN 978-1-83921-398-4
Packt.com
To my mother, Maria José Oliveira, and my father, Carlos Ferreira, for their constant support.
– João Carlos Oliveira Ferreira
Packt.com
Subscribe to our online digital library for full access to over 7,000 books and videos, as well as industry leading tools to help you plan your personal development and advance your career. For more information, please visit our website.
Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at packt.com and, as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at [email protected] for more details.
At www.packt.com, you can also read a collection of free technical articles, sign up for a range of free newsletters, and receive exclusive discounts and offers on Packt books and eBooks.
João Carlos Oliveira Ferreira is an acclaimed Microsoft MVP, MCP, and MCSA. João has been working with SharePoint for the last 8 years and embraced Microsoft Teams right from day one. João is responsible for the development of several products and is also the manager of several development teams.
When I was a child, I always dreamed of writing a book. Years passed by and this idea was forgotten, until the day Packt reached out to me to write this book.
None of this would have been possible without the support of my family, my girlfriend, and my friends, who gave me confidence and helped me to keep up the writing pace.
Thanks to everyone at Packt who taught me so much about the book-writing process and offered valuable suggestions that ultimately will make you a Microsoft Teams hero.
Lastly, I want to thank the Microsoft community for always being willing to help others.
Michael LaMontagne is a Microsoft solutions advisor, partner evangelist, and six-time Microsoft MVP for Office Apps and Services. Michael runs the Calgary Unified Communications (UC) Users Group and is a member of the O365Eh! podcast.
Michael’s focus is bridging professional services, products, and innovation, while working closely with Microsoft’s product groups via Technology Adoption Programs (TAPs) as well as the MVP, DnA, and Elite programs. In his spare time, Michael dabbles in development around Azure services, bots, the Internet of Things, Microsoft Graph, Microsoft Power Automate, and PowerShell, and he is a father of three children under seven.
Packt is searching for authors like you
If you’re interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
Microsoft Teams, released in 2017, is a communication platform that evolved from Microsoft's Skype for Business. In a single platform, Teams integrates most of the services included in Microsoft 365 and offers the perfect solution for chat, video calling, and file storage while still providing extensibility endpoints that allow anyone to build business processes and applications inside Microsoft Teams.
This Microsoft Teams book is for power users and business professionals looking to use Teams to improve collaboration in an enterprise environment. It will also be useful to Office 365 administrators interested in implementing Microsoft Teams effectively by gaining knowledge and picking up expert tips and best practices to ensure good governance.
Chapter 1, Microsoft Teams Basics, enumerates each individual element of Microsoft Teams. These are the key concepts that you need to get to grips with in order to understand how to use the platform. The chapter also explains what other platforms from Microsoft 365 are used when a team is created in Teams. This helps you understand how things are connected inside the Microsoft ecosystem and how they are exposed and made available in a single location inside Microsoft Teams.
Chapter 2, Microsoft Teams' Core Features, covers all the default features that exist in Microsoft Teams out of the box. It provides a detailed explanation of all the features,including search, filters, commands, andthe calendar, and explains where the data generated by each of the features is stored.
Chapter 3, How to Use Microsoft Teams – Chats and Conversation, explains the base features that make Microsoft Teams one of the best collaboration platforms o n the market. It goes through all the details associated with the chat feature for 1:1 and team chats.
Chapter 4, How to Use Microsoft Teams – Meetings and Live Events, covers meeting functionalities in detail, from scheduling meetings to sharing screens. It also gets into the admin options for enabling meeting features for guest users, such as remote control during a meeting.
Chapter 5, Public versus Private – Teams and Channels, covers teams and channels and the levels of privacy that can be defined for each. It highlights the differences between public and private channels and dives into the details of the architecture with scenarios that help you to understand when to use various channels.
Chapter 6, Extending Microsoft Teams Using Apps, introduces Microsoft Teams apps and teaches you how the platform can be extended using the five different types of apps.
Chapter 7, Extend Microsoft Teams Using Custom Apps and Microsoft 365, looks at custom apps. Even though Microsoft Teams offers an app store to extend the platform, it will probably not be enough for most businesses. Large organizations each have their own business processes that won't be catered for exactly by standard products. This chapter guides you on how to enable and install custom apps on Microsoft Teams.
Chapter 8, Build Your Own App for Microsoft Teams Using App Studio, covers Microsoft Teams App Studio, a ''development'' app that empowers any end user to build their own custom apps directly inside Microsoft Teams.
Chapter 9, Building Your Own Bot for Microsoft Teams, covers the creation of bots, powerful automated agents that will help you to accomplish daily tasks in an efficient way using natural language. Even though it sounds futuristic and complex, building a bot is accessible to everyone and does not require code. This chapter includes a step-by-step guide to creating and deploying a bot on Microsoft Teams.
Chapter 10, Microsoft Teams PowerShell – a Tool for Automation, explores PowerShell. Microsoft Teams admins will end up doing repetitive tasks to create and configure teams; this chapter introduces the PowerShell modules available for the platform that allow the automation of tasks.
To get the most out of this book, you should have a Microsoft Teams account (free or business) and you should have the application installed on your computer and mobile phones.
The final chapter of the book covers the use of PowerShell, which requires the installation of the Microsoft Teams and Skype for Business modules. It's assumed that you are familiar with basic programming concepts.
If you are using the digital version of this book, we advise you to type the code yourself or access the code via the GitHub repository (link available in the next section). Doing so will help you avoid any potential errors related to the copying/pasting of code.
You can download the example code files for this book from your account at www.packt.com. If you purchased this book elsewhere, you can visit www.packt.com/support and register to have the files emailed directly to you.
You can download the code files by following these steps:
Log in or register at www.packt.com.Select the Support tab.Click on Code Downloads.Enter the name of the book in the Search box and follow the onscreen instructions.Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:
WinRAR/7-Zip for WindowsZipeg/iZip/UnRarX for Mac7-Zip/PeaZip for LinuxThe code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/-Hands-On-Microsoft-Teams. In case there's an update to the code, it will be updated on the existing GitHub repository.
We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!
There are a number of text conventions used throughout this book.
Bold: Indicates a new term, an important word, or words that you see on screen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: ''Select System info from the Administration panel.''
Tips, important notes or scenarios
appear like this.
A block of code is set as follows:
$teamName= "Project Y"
$teamDescription= "The new generation of electric skateboards"
$teamOwner= "[email protected]"
$teamVisibility= "Private"
$teamEditMessagesPolicy= $false
$teamDeliteMessagesPolicy= $false
Feedback from our readers is always welcome.
General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].
Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/support/errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.
Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.
If you are interested in becoming an author: If there is a topic that you have expertise in, and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.
Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!
For more information about Packt, please visit packt.com.
Microsoft Teams is a new collaboration tool that is transforming the way people work and collaborate around the world. It reached more than 44 million active users in 2020 Q1 and does not show any signs of slowing down.
Workers spend part of their day switching between platforms to chat with their peers, access the project’s documentation, schedule meetings, share files, and more. All of these tasks can be finally centralized in a single workspace, and that workspace is Microsoft Teams.
Microsoft has a lot of experience with communication and collaboration tools and Microsoft Teams is an evolution of their previous solutions. Teams inherits all the experience and know-how acquired from other Microsoft enterprise solutions over the last 20 years and is the natural successor of Microsoft Lync and Skype for Business.
If you are reading this book, you have probably asked yourself – Why Microsoft Teams?
Microsoft Teams connects the dots between other Microsoft services and applications used in business environments, empowers users to achieve more, reduces the associated costs, and boosts employee engagement.
If you want to embrace the modern workplace journey and give your teams a boost using Microsoft Teams, this book is for you.
In this chapter, we are going to cover the following topics:
Accessing Microsoft TeamsHow to sign in on Microsoft TeamsWhat does Microsoft Teams look like?What is a team?What is a channel?What is a tab?First things first, before we start digging into Microsoft Teams concepts, you need to know how and where you can access it so that you can begin working with Teams right away.
Microsoft Teams has two different plans: a free version that is available for anyone to use and a paid version that is included in the Office 365 Business plans.
If you do not have access to an Office 365 subscription and still want to implement Microsoft Teams, you can start with the free version, but be aware of its limitations. The following table shows a comparison between the free and paid versions that might help you decide which version suits your needs:
As you can see, the free version of Microsoft Teams has some limitations and it might not suit all scenarios. However, if you are building a proof of concept to drive the adoption of the platform, it can be a starting point. A detailed and updated comparison of all the Teams versions can be found online at https://products.office.com/en/microsoft-teams/free.
To get started with Microsoft Teams, first, you need to know how to access it.
Teams is available for a variety of platforms. You can use it through any of the following:
A web browserA desktop application A mobile applicationEach version has its own specifications and features, so be aware that your experience of Teams might be different if you’re using it on multiple devices. To get the best experience while using Microsoft Teams, it’s recommended to use the native clients for mobile and desktop.
Microsoft Teams is available as a web app and can be accessed directly from a browser by going to https://teams.microsoft.com. The web version allows you to use the main functionalities of Microsoft Teams, but you might face some limitations, depending on the browser you are using:
*PSTN coordinates are required to attend the meeting.
*1Incoming sharing only.
When accessing the Microsoft Teams web app for the first time, you will have to bypass the download app screen by clicking the Use web app instead link:
Figure 1.1: Selecting the web app
If your browser is not compatible with the web version of Microsoft Teams, access to the app will be blocked and you will see a message asking you to download the app for your operating system.
The full-feature experience of Microsoft Teams can be only achieved when using the desktop clients available for Windows, macOS, and Linux.
The Microsoft Teams client for Windows supports 32-bit and 64-bit architectures; unlike other office apps, it is agnostic of the architecture of the version of Microsoft Office you have installed and does not require administrator privileges to be installed. This is because the application is deployed in the user’s profile folder, that is, AppData.
To install Microsoft Teams on Windows, you need to have the minimum requirements listed in the following table:
The Microsoft Teams client for macOS is available as a PKG installation file and requires administrator privileges to be installed; the application is deployed to the /Application folder.
To install Microsoft Teams on macOS, you need to have the minimum requirements listed in the following table:
The Microsoft Teams client for Linux is available for Debian distributions and for Red Hat-based distributions. The installation packages are provided in DEB format (for Debian) and RPM format (for Red Hat).
Linux has a lot of different distributions but among the most used ones are Ubuntu, which are based on the Debian distribution package, and CentOS and Fedora, which are based on the Red Hat distribution package.
To install Microsoft Teams on Linux, you need to have the minimum requirements listed in the following table:
As a platform that aims to facilitate communication and collaboration in the modern workplace environment, Microsoft Teams is also available for Android and iOS.
The Android version of Microsoft Teams is available for download on the Google Play Store and is compatible with the last four major versions of Android.
For example, at the time of writing, Android is on version 10, which means that Microsoft Teams is officially supported on Android 7 or higher.
Depending on the evolution of the Android operating system, the support for Microsoft Teams can be extended to older versions. To find out what the latest version supported is, you can check the requirements for Microsoft Teams on the Google Play Store.
The iOS version of Microsoft Teams is available for download on the Apple App Store and is compatible with the last two major versions of iOS. Microsoft Teams is compatible with all iOS devices, including iPhone, iPad, and iPod Touch.
For example, iOS is on version 13, which means that Microsoft Teams is officially supported on iOS 11 or higher.
Depending on the evolution of the iOS operating system, the support for Microsoft Teams can be extended to older versions. To find out what the latest version support is, you can check the requirements for Microsoft Teams on the Apple App Store.
After installing Microsoft Teams, you will need to sign in to the application. You can do this using your work, school, or Microsoft account.
When you first open the Microsoft Teams application, you will be asked for your email, as shown in the following screenshot. Once you’ve typed in your email, click on Sign in. When you do this, the application will request your password:
Figure 1.2: Sign in window when using the Microsoft Teams client
After providing your credentials, the application will take a few seconds to load all your teams and conversations. Then, you will be ready to communicate with your colleagues.
When using the web version of Microsoft Teams, the sign-in process is a bit different. The first thing you need to do is type https://teams.microsoft.com into the address bar of your browser.
If you are not authenticated with your email account for any Microsoft service, you will be redirected to the default federation authentication page, which looks as follows:
Figure1.3: Sign-in window when using the web application
You will need to provide your email and click on Next. After doing that, provide your password and click on Sign in.
Like the desktop client, the application only takes a few seconds to load after a successful sign in.
The sign-in process in the mobile client is fairly similar and you will need to provide your email and password to go through the authentication process.
Now that you have Microsoft Teams installed on one or more devices, it is time to take a look at the application layout and learn how it is organized.
The following screenshot represents the web or desktop version of Microsoft Teams. All the major components are identified with numbers:
Figure 1.4: Main window of Microsoft Teams
Let’s take a look at the different components, all of which have been numbered in the preceding screenshot:
App bar: By default, the app bar shows Activity, Chat, Teams, Calendar, Calls, and Files. These are the main default features of Microsoft Teams. This bar can be customized, and a Microsoft Teams administrator can add more apps to it and define the position of new apps. However, the default apps cannot be removed. If a new app is added to the first six positions, the default app is moved to the submenu, which can be accessed through the … icon.Left pane: The context of the left pane changes according to the app that is selected. From this pane, you can access your contacts, chats, and teams. The left pane is not used by all Microsoft Teams apps; apps such as the calendar only make use of the stage section.Stage: The stage is where the main content of the app is displayed. It is from this section that you will chat with your colleagues and send or download files, among other things.New Chat: This button allows you to start a new conversation with one user or with multiple users. The conversations will then appear in the Chat app.Search and Commands: The search box has two functionalities built into it. It allows you to perform a global search on Microsoft Teams for files, people, and messages and also allows you to use commands to perform common tasks. To use a command, type / into the text box and choose a command from the list. Profile and settings: Your avatar allows access to personal settings. From this option, you will be able to change your current status, which indicates your availability. It also allows you to access your saved messages and configure the global options of the Microsoft Teams app.Filters: The filter option works in the context of the app you have selected, and it will show the results in the left pane.Microsoft Teams is also available for mobile devices, but because of the smaller screen size, the app's layout is different. Not all desktop features are available in the mobile version, though Microsoft is adding them gradually to mobile apps. The following screenshot represents the mobile version of Microsoft Teams. All the main components are identified with numbers:
Figure 1.5: Microsoft Teams mobile layout
Let’s take a look at the different components, all of which have been numbered in the preceding screenshot:
App bar: By default, the app bar shows Activity, Chat, Teams, Calendar, Calls, and these apps cannot be modified. To view the other apps, you need to swipe the app bar up and the app icons will appear inside a panel.Stage: The stage on mobile displays the information from the desktop left pane and from the stage area. The stage has several levels and allows you navigate inside of your teams or chats.Tab: By default, the app shows the Chat and Files tabs. Any other tabs that exist in the channel are displayed when you click on More.Menu: The menu allows you to access the personal settings. From here, you will be able to change your current status, which indicates your availability. It also allows you to access your saved messages and configure the global options of the Microsoft Teams app. From the menu, you can also select all the tenants where you logged on to Microsoft Teams. This option allows you to switch between organizations and currently is only available on the mobile app.Search and tools: The search icon a magnifying glass, allows you to search globally in the Microsoft Teams app. The cog icon allows you to select the Teams you want to see by default, while the + icon allows you to join or create a team.Follow channel: This option allows you to receive notifications from the channels you follow to avoid losing important information.Now that you are familiar with the look of Microsoft Teams on desktop and mobile, it’s time to understand its main components as explained in the following sections.
A team is a group of people that can represent a department, a project, a class, or even a sports team. Besides grouping people, Teams also gathers a set of tools that allows members to share information and work together.
