Christina Wheeler is a Microsoft^® MVP and is a Director of Innovation at Core BTS. She’s also a technical trainer specializing in Power Platform, Business Intelligence, Modern Workplace, SharePoint, and Microsoft^® Teams^®. Christina has over 15 years of experience in the industry and is a sought-after speaker at technical conferences and workshops around the world.

Johnny Lopez is a Microsoft^® MVP, Microsoft^® Certified Trainer, and a Principal Consultant on the Core BTS Modern Workplace team. He is a passionate evangelist who delivers his professional experiences, technical expertise, and real-world Microsoft^® 365 content services and Power Platform experience to the technology communities. Johnny has been working in the SharePoint community for the last 10+ years.

Introduction xv

Chapter 1 Getting to Know Microsoft Teams 1

Overview of Microsoft Teams 1

Key Benefits of Microsoft Teams 2

Teams for Work 3

Teams for Home 10

Teams for Education 11

Microsoft Teams Collaboration and Acknowledgment 17

Environmental Readiness and User Adoption 18

Teams Adoption 18

Teams Architecture 21

Teams and Microsoft 365 21

The Bottom Line 22

Chapter 2 Teams, Channels, Chats, and Apps 25

Overview of Teams, Channels, Chats, and Apps 25

Teams and Channels 25

Chats 33

Teams Apps 37

Best Practices 40

Team Membership and Roles 41

Creating and Managing Teams 42

Org-wide

Teams 43

Team Settings 45

Best Practices 56

Working with Channels 59

Creating Channels 59

Channel Moderation 59

Sending Messages in a Channel 60

Sending Announcements in a Channel 60

Cross-Post a Channel Conversation 63

Best Practices 63

Teams Templates 66

User Presence in Microsoft Teams 70

Status Duration Setting 70

The Bottom Line 72

Chapter 3 Meetings and Conferencing 73

Overview of Meetings and Conferencing 73

Meetings and Conferencing Prerequisites 74

Meetings in Teams 74

Private Meetings vs. Channel Meetings 74

Scheduling a Meeting 78

Joining a Meeting 83

Using Video in Microsoft Teams 87

Recording a Meeting 91

Meeting Notes 93

Meeting Etiquette and Tips 94

Calls in Teams 95

Turn a Chat into a Call 95

Adding Additional People to Call Started from Chat 96

See Your Call History 97

Recommendations and Tips 98

Live Events 98

Event Group Roles 98

Live Event Permissions 100

Scheduling 101

Production 101

Streaming Platform 102

Enterprise Content Delivery Network 103

Attendee Experience 103

Live Event Usage Report 103

Webinars 103

Breakout Rooms 104

Audio Conferencing 105

What Is Audio Conferencing? 105

Conferencing Bridges and Phone Numbers 105

The Bottom Line 105

Chapter 4 Extending Teams with Apps 107

Teams App Platform 107

Core Workloads and Extensible Platform 107

Types of Apps in Microsoft Teams 108

Understanding Apps in Teams 109

Teams App Capabilities 109

Apps Scope 117

Personal Apps 117

Microsoft Apps 117

Third-Party

Apps 118

Extending with Custom Apps 121

Teams App Templates 121

Power Platform (Low/No Code) 133

Microsoft Teams App Development Platform 146

The Bottom Line 147

Chapter 5 Administering Teams 149

Teams Administrator Roles 149

Teams Admin Center 150

Teams Menu 150

Teams Policies 154

Update Policies 157

Teams Templates 157

Template Policies 159

Meetings Menu 160

Conference Bridges 161

Meeting Policies 161

Meeting Settings 166

Live Events 168

Messaging Policies Menu 169

Users Menu 171

Guest Access and External Access 171

Teams Settings 172

Teams Apps Menu 176

Manage Apps 176

Permission Policies 177

Setup Policies 180

Customize Store 181

Analytics & Reports Menu 187

The Bottom Line 188

Chapter 6 Security, Compliance, and Governance 191

Security 191

Identity Models and Authentication 191

Multi-Factor Authentication 192

Safe Links 192

Compliance and Governance 195

Information Retention 196

Information Barriers 197

Retention Policies 198

Retention Policies for Microsoft Teams 199

Communication Compliance 200

Communication Compliance in Microsoft Teams 201

Policy-Based Recording for Calls and Meetings 204

Sensitivity Labels 205

Data Loss Prevention 212

Privacy and Microsoft Teams 218

Data Location in Microsoft Teams 218

The Bottom Line 219

Appendix A Accessing Teams 221

Microsoft Teams App 221

Browser Client 221

Desktop Client 225

Mobile Client 230

Appendix B The Bottom Line 235

Chapter 1: Getting to Know Microsoft Teams 235

Chapter 2: Teams, Channels, Chats, and Apps 236

Chapter 3: Meetings and Conferencing 237

Chapter 4: Extending Teams with Apps 239

Chapter 5: Administering Teams 239

Chapter 6: Security, Compliance, and Governance 240

Index 241

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