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Introduction to Microsoft Teams

John Michaloudis
Microsoft Teams is cloud-based team collaboration software that is a part of Microsoft 365.
Its core capabilities include real-time communication, meeting people online, file sharing, and much more.

In this article, we will cover the following introduction to Microsoft Teams in detail –

Watch this video on how to use Microsoft Teams on YouTube and give it a thumbs-up!

 

Introduction to Microsoft Teams

Microsoft Team is a comprehensive communication package that allows you to meet people virtually, keep track of conversations or chats with other users, and allow sharing of documents online.

It is user-friendly and can facilitate a work environment for large businesses and people working remotely. It makes communication and decision-making much easier. The core features of Microsoft Teams are:

  • Meet – Provide a virtual shared workspace to collaborate on ideas and work together
  • Call – Make and receive calls, send voicemails, and make call transfers
  • Collaborate – Create and share files online and on a real-time basis
  • Chat – Share your thoughts one-to-one or in groups

 

Accessing Microsoft Teams

You can open Microsoft Teams online by following the steps below –

  • Open the link – https://teams.microsoft.com/
  • Once the Microsoft Teams website opens,
    • First-time users – Click on Create One to create a new Microsoft account
    • Already have an account – Simply enter your Microsoft account name/email Id and password

This is what the Microsoft Teams online version looks like –

Introduction to Microsoft Teams

To get the Windows App for Microsoft Teams, follow the steps below:

  1. Open the Microsoft Teams website
  2. Click on the Download Desktop App button at the bottom left corner of the screen
    Introduction to Microsoft Teams
  3. The application will get downloaded on your desktop.
  4. Install the Application
  5. Microsoft Teams icon will be placed on the desktop
    Introduction to Microsoft Teams
  6. Click on it to launch the desktop version of Microsoft Teams
    Introduction to Microsoft Teams

 

What is Teams?

In Microsoft Teams, teams are groups of people brought together for work, projects, or common interests to regularly communicate with each other.

To create a new Team, simply click on the Teams icon on the left sidebar and select Join or create a team.

Introduction to Microsoft Teams

If you already have an existing team,

  • Select the Team name you want to edit.
  • Click the More Options button and then select Add member from the dropdown
    Introduction to Microsoft Teams
  • Type the name of the person or a group and select Add
    Introduction to Microsoft Teams
  • Change the status of the person to an owner or a member as per your requirements
    Introduction to Microsoft Teams
  • Once you have made the change, click on Close
    Introduction to Microsoft Teams

You can also see the owners, members, and guests of the team by clicking on the Manage Team option.

Introduction to Microsoft Teams

You can add more members to this team by selecting the Add members button.

Introduction to Microsoft Teams

There is also a dedicated section in Teams called the Channels. Channels are where you hold meetings, have conversations or chats, and work on files together.

Introduction to Microsoft Teams

You can start a new conversation/chat with the people on this team by clicking on the Post tab.

Introduction to Microsoft Teams

You can also add any file here by clicking on the attachment icon and uploading it within this chat with the people of this channel.

Introduction to Microsoft Teams

You can view all the files uploaded on this channel by clicking on the Files tab.

Introduction to Microsoft Teams

You can create new folders by clicking on the New option and selecting the type of file you want to add.

Introduction to Microsoft Teams

You can also upload any existing file to this channel by clicking the upload option.

Introduction to Microsoft Teams

You can even schedule a meeting now by clicking the Meet option on this page.

Introduction to Microsoft Teams

 

Chat Feature in Microsoft Teams

Chat is one of the key features of Microsoft Teams. Whether it’s just with one person, or with a group, chat allows you to instantly message team members for quick discussions and feedback.

You can even start a chat with yourself whenever you want to draft a message or even send a file from one device to another.

  • Click on the Chat option on the left side menu bar.
    Introduction to Microsoft Teams
  • Under chats, you can view all the conversations you had with everyone on Microsoft teams.
    Introduction to Microsoft Teams
  • Once you click on any chat, you can select the following options:
    • Chat –  By clicking the chat tab, you can read the entire conversation you had with a person or a group
      Introduction to Microsoft Teams
    • Files – By the selecting files tab, you can view and access any files uploaded within the chats and you can even share new files within this chat as well.
      Introduction to Microsoft Teams
    • Meeting Notes – You can make notes during a chat or a meeting by clicking this tab. Or, you can also view your previous notes which you have made during any meeting or chats for future reference.
      Introduction to Microsoft Teams

 

Call Feature in Microsoft Teams

Microsoft Teams Calling allows users to make and receive calls. Employees can make work calls from wherever they are while using their work number.

  • Click on the call icon on the left side menu
    Introduction to Microsoft Teams
  • You can type a name and press the call button to make an audio call from your desktop
    Introduction to Microsoft Teams
  • You can also type a phone number from the dial pad, and then press the call button to make a call
    Introduction to Microsoft Teams
  • Click the Add contact button to add a contact to your contact list
    Introduction to Microsoft Teams

 

Shared Files on Microsoft Teams

One can easily share files in a one-on-one chat, a group chat, or a team channel in Microsoft teams. You can upload or access any files from your desktop or your cloud storage while working on Microsoft teams.

Follow the steps below to view files on Microsoft teams:

  • Click the Files tab in the left column of the Teams Toolbar
    Introduction to Microsoft Teams
  • Select Microsoft Teams under View – You can see all the files being uploaded in your Microsoft teams folder
    Introduction to Microsoft Teams
  • Select OneDrive – You can view all files you have uploaded on your cloud storage
    Introduction to Microsoft Teams

 

Setting Up a Microsoft Teams Meeting

In Microsoft Teams, you can schedule online meetings with coworkers or external contacts. You can post your meeting to a channel, where anyone on the team can see or join. You can also schedule a private meeting, where only people you’ve invited can attend.

You can either schedule a meeting or create a meeting now as per your requirement.

Schedule a Meeting

  • Click on the Meeting icon on the menu
    Introduction to Microsoft Teams
  • Select Schedule a meeting
    Introduction to Microsoft Teams
  • You can give your meeting a title and select a date and time for the meeting
    Introduction to Microsoft Teams
  • Click Schedule
    Introduction to Microsoft Teams

Your meeting will be successfully scheduled for the desired date and time. You can now share this meeting invitation

  • Copy the invitation link and paste the link into an email or any other messaging software
    Introduction to Microsoft Teams
  • Share the invitation link via google calendar
    Introduction to Microsoft Teams

Now, go to the Meetings Tab in the Teams Menu, and you will see your scheduled meeting details in the list. You have an option to either join the meeting now or copy the invitation link.

Introduction to Microsoft Teams

By clicking on the more options, you can either delete the meeting or edit meeting details like name, time, or date.

Introduction to Microsoft Teams

 

Create a meeting now

  • Click on the Meeting icon
    Introduction to Microsoft Teams
  • Select Meet Now to start a meeting right away
    Introduction to Microsoft Teams
  • Type a name for your meeting
    Introduction to Microsoft Teams
  • Computer audio – Turn it on and adjust the volume
    Introduction to Microsoft Teams
  • Camera – You can turn on your camera and change your camera setting here as well
    Introduction to Microsoft Teams
  • Click on the Join now button to start a meeting now.
    Introduction to Microsoft Teams

Once you have joined the meeting, you can click on –

  • People – To invite people to join your meeting. You can type the name of the person and click on Share Invite.
    Introduction to Microsoft Teams
  • Chat – You can open a chat room with all your teammates in the meeting.
    Introduction to Microsoft Teams
  • Share – You can share your entire screen with your teammates in your meeting by selecting the screen option. Or you can share individual window as well by selecting the window option.
    Introduction to Microsoft Teams
  • Rooms –  You can group people together and create different breakout rooms for them.
    Introduction to Microsoft Teams
  • Leave – You can click on leave and opt out of the meeting. You can either Leave the meeting personally or End the meeting for everyone.
    Introduction to Microsoft Teams

 

This completes our tutorial on Introduction to Microsoft Teams. In this article, you have learned how to make a video call, how to create a team, how to chat, how to share files, how to call other people, and more!

Click here to learn all about Office 365.

 

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Founder & Chief Inspirational Officer

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John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.

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