10 Tipps & Tricks to working with Microsoft Teams

Claudia Thomas
Customer Success Managerin Modern Work
Microsoft Deutschland GmbH
Me-We-Us: What to use when

Me:
personal mails, calendar,
contacts, tasks, files, notes
and a personalized newsfeed
We:
group/team-based collaboration and
communication spaces, Kanban
boards and meetings

Us:
corporate intranets, boards, live
events, video streaming and
archives

https://aka.ms/me-we-us
Daimler AG – M365 Roadmap
10
Tipps and tricks for
1.

2.

3.

4.
Adapt Notfications to personal preferences
Use Mobile Working
Pin, leave, mute and delete Chats and create Contact lists
Create a To do list in Teams
Microsoft Teams 5. Use Breakout Rooms to discuss in small groups
6. Bring everyone closer together with Together Mode
7. Use Live Events for Townhalls
8. Sketch out ideas with Whiteboard
9. Up next: Easily Co-Author on documents during a Teams meeting
10. Up next: Get real-time feedback with Forms in meetings
1 Adapt Notifications to personal preferences

Set notifications of chats and likes and

all other activities.

The activity feed acts like an ”inbox”.

Set meeting and calling settings.

Get notified about people’s online

status.

Scan through all settings and decide

individually how to receive your
notifications.
2 Mobile working
Mobile working
Mobile working
3 Pin, leave, mute and delete chats and create contact lists

You can pin and unpin chats to the top of your chat
window. Even group chats and meeting chats can
be pinned. All chronologically organized chats
below can be hided.

Delete or edit chat messages you created.

Use the search bar on top to look for chats that you
muted or contacts.

Use crtl F to search in a specific chat.

Use / in the search bar to get shortcuts.

Create contact lists and add your favorite contacts.

3
Pin, leave, mute and delete chats and create contact lists
4
Create a to-do list
5 Use Breakout Rooms to Discuss in Small Groups

Breakout rooms make it easy to divide your

meetings into smaller groups to facilitate
discussions or brainstorming sessions

Available in Teams meetings and Teams

channel meetings.

Organizers can jump in between breakout

rooms and deliver announcements.

Participants can record, use whiteboard,

and share files in breakout rooms.

Organizers can close all breakout rooms

and bring everyone back to the main
meeting.
Watch how Breakout Rooms work in Microsoft Teams
6 Bring Everyone Closer Together with Together Mode

Digitally place all meeting

participants in a virtual room to
discuss and come closer together

Every meeting participant can activate

the Together mode for themselves

Choose between 12 different

Together mode scenes varying from
conference table to auditorium
Together Mode in Microsoft Teams
 Reduce Meeting Fatigue with Together Mode

Based on research, Together Mode more

effectively simulates in-person human interaction
in a virtual space to reduce fatigue from
frequent video meetings and help people feel
more connected

This leads to less mental effort during meetings

than compared to the regular Teams Grid View
7 Use Live Events for Townhalls

Live Events is a meeting option for

townhalls or conferences.

Enter title of your Live Event, date and

start and end times and who you will
invite as Producers and Presenters for
the event.

During the event, decide what content

will be shared.

Manage and F&Q sections.

8 Sketch out ideas with Whiteboard

Draw, sketch, and write together on

a shared digital canvas with Microsoft
Whiteboard

Whiteboards are saved as a part of

the meeting lifecycle, are persistent,
and referenceable after the meeting

Often used Whiteboard scenarios:

• Brainstorming

• Kanban-Session

• SWOT-Analysis

• Project-Milestone-Planning
How to use Whiteboard in a Teams Meeting
9 Co-Author on Documents during a Teams Meeting
Collaborate in real-time in the same
document while in a Teams meeting

View where others are editing in the

same document

2 easy steps to get going:

• Share your file in a Teams channel

and copy the link to the file to the
meeting chat

or

• Share your file directly in the

meeting chat as a document upload

• Protect your documents with AIP.

Collaborate on documents at the same time in Teams Meeting
10 Get Real-Time Feedback with Forms in Meetings

Make meetings more engaging by

adding polls to your meetings

Polls in Teams meetings enables

presenters to get real time feedback
and turn attendees into active
participants

Easily prepare polls beforehand and

launch them at any time during the
meeting

Attendees can vote right in the meeting

and see live-results
Step 1: Add the Forms app to your meeting
Step 2: Activate the polls during the meeting