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Microsoft Teams Tips, Tricks & Best Practices

By Carol Hagen posted 10-21-2020 16:00


Our CFMA (Valley of the Sun) webinar on Teams Zoom & Skype has passed and while we had almost a dozen members attend, Microsoft Teams seems to be the clear winner.  To that end I thought you’d all benefit from a few Microsoft Teams recommendations, tricks & tips.  Hope you all put this to good use!

How to turn off notifications:

If you ever need to open two channels in the same account at the same time, this “How to run multiple instances of Microsoft Teams with two different accounts” is awesome!

How to use Companion Mode: the solution for when you need to:

  • Leave the meeting from your PC and carry on seamlessly on mobile
  • Join from your PC and share secondary video from your mobile
  • Present to the meeting from your mobile and take notes on your laptop
  • Use the mobile app for meeting call controls
  • Here’s a short companion mode overview

Top 20 Teams Tips: (19 minutes & so worth it)

Don’t forget the new Walkie-talkie mode.  Here’s how to get started:

Top 5 best practices when using MS-Teams:

Did I mention that we have both a Bluebeam Chat Bot and PlanGrid Chat Bot that work within Microsoft Teams?  It's an innovative way for your team to get answers to their software questions with videos, step by step instructions and FAQs without needing to interrupt a co-worker, or bother support. It's a 24/7 experience for training and empowering your team. Also available in Sharepoint, your Intranet site Ask me how you can get a 7-day free trial of the bot of your choice.
Call if you have questions.  I'm here to help :)
Carol Hagen