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Microsoft Teams - Meetings with people outside your organization

4/1/2020

 
Microsoft Teams provides a service to collaborate with people both inside and outside your organization. Teams provides chat, secure file sharing, audio calls, video calls, and desktop sharing. Currently, Microsoft Teams is available for free. You can sign up for the service here. If you are already using Office 365, Teams is part of business and enterprise plans.

Setting up a Meeting - Bookings

Bookings is very easy for people outside your organization to set up an online meeting with you. Bookings is available with Office 365 Business and Enterprise plans. Details on setting up Bookings for your organization is available here.

Bookings will automatically create the team meeting, send the link to the person making the booking, update your calendar and, if requested, send text reminders.

Outlook

Outlook on the desktop, web, iOS and Android allow selecting Teams meeting to include the meeting link in a calendar invite automatically.
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Microsoft Teams

When you are a member of a team in your organization, you can create a meeting under Calendar using the Teams desktop app or website. The options are to Meet now or New Meeting.
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Clicking Meet now will open a meeting, click join to start the session. The people panel opens on the right where you can enter an email address or copy the join information for forwarding to attendees.
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The New meeting button opens up a calendar invite to be completed and sent to attendees.

Join the Meeting

Clicking a meeting link will open your default web browser where you can either download the app or “Join on the web instead.” For people not currently using teams, “Join on the web instead” is the quickest option as there is nothing to download or install to join the meeting.
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The web client for teams opens where an attendee clicks “Join now” to enter the meeting. Optionally you can turn on or off your camera and mic, as well as make any device configuration changes that may be required.  
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Teams Meeting Tips

As you start to use Teams, a couple of tips to help are:
  1. Do a trial run before working with people outside your organization
  2. A proper mic and headset dramatically improve the experience for everyone
  3. Video does improve communication
  4. To make entry to the meeting more comfortable for people outside the organization, check the meeting options link under the Join Microsoft Teams Meeting link and allow everyone to bypass the lobby.
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Ward Blatch

market research outsourcing link
10/24/2022 06:12:52 am

Optionally you can turn on or off your camera and mic, as well as make any device configuration changes that may be required. Thank you for taking the time to write a great post!


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    Authors


    Ward Blatch
    Ward provides consulting and training services as the Managing Director of K2E Canada Inc. He joined K2E Canada in 2005 and is responsible for the Canadian operations of this international consulting group, which provides professional development technology education for accountants across Canada and the US. Ward lives in rural Nova Scotia and can be reached at ward@k2e.ca.

    Tommy Stephens
    Tommy is one of the shareholders in K2 Enterprises, affiliating with the Firm in 2003 and joining as a shareholder in 2017. At K2, Tommy focuses on creating and delivering content and is responsible for many of the Firm's management and marketing functions. Tommy resides in the metro Atlanta area. You may reach him at tommy@k2e.com.

    Randy Johnson
    Randy is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Randy can be reached at randy@k2e.com


    Bernie Smith
    Bernie coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making. As the owner of Made to Measure KPIs, he has worked with major organisations including HSBC, Airbus, UBS, Barclays, Credit Suisse, Lloyds and many more.

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