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Microsoft TeamsDemo Guide

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© 2017 Microsoft. All rights reserved.

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ContentsPrerequisites.................................................................................................................................................................. 4

Demo home page and login........................................................................................................................................ 4User Accounts............................................................................................................................................................. 4

Pre-Demo Setup Steps................................................................................................................................................... 4Microsoft Teams......................................................................................................................................................... 4

Visual Studio Team Services (VSTS) Setup..............................................................................................................4Asana Setup............................................................................................................................................................ 5Demo Hero.............................................................................................................................................................. 6

Introduction................................................................................................................................................................... 7Microsoft Teams Demo Steps........................................................................................................................................ 8

Teams......................................................................................................................................................................... 8Chat.......................................................................................................................................................................... 15Meetings................................................................................................................................................................... 16Features.................................................................................................................................................................... 18Conclusion................................................................................................................................................................ 18

Reset Instructions........................................................................................................................................................ 19

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Prerequisites

Demo home page and loginYou will need a Microsoft Office Demo (MOD) Office 365 tenant to complete this demo. You can obtain a demo environment at https://demos.microsoft.com .

User AccountsMegan Bowen (alias MeganB) is the typical account used in MOD Hero demo modules. If this MOD Hero module requires a different logon account, or if additional accounts are needed, the information is provided in the Pre-Demo Setup Steps.

Office 365 tenant: https://<Tenant>.sharepoint.com/sites/contoso User name: MeganB@<Tenant>.onmicrosoft.com or LidiaH@<Tenant>.onmicrosoft.com Password: Your password can be located within the details section of your tenant on

demos.microsoft.com

Pre-Demo Setup Steps

Microsoft TeamsSpeaker Tip: The collaboration aspects of this script require a secondary persona. We recommend having a second facilitator assist with the second persona on a separate computer. However, the demo can be performed on a single computer as written.The following steps are required prior to each presentation of the demo:Visual Studio Team Services (VSTS) Setup

1. In a new browser session, navigate to https://www.visualstudio.com/team-services/.2. At the upper right, click the option to create a Free Account.3. If prompted, sign in with the credentials for Megan Bowen in your demo tenant.4. Under Host my projects at: enter a unique url that you will remember.5. Click Continue. If it is not active, wait for the MyFirstProject page to open.6. If a Congratulations! screen appears, close it.

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7. If asked for more details, verify the information and click Continue.8. On the MyFirstProject screen, in the top navigation, click Dashboards.9. If a congratulations screen appears, close the window (it may take a short while to appear).10.Ensure you are an on the Overview dashboard screen.11.In the middle tile, New Work Item, in turn create the following as Features. Click Create, then click Save &

Close after defining each item.a. Specifications Pageb. Help and Support Pagec. Purchasing Paged. Product Comparison Pagee. Introductory Splash Page

Asana Setup1. In the browser session, navigate to https://asana.com2. At the upper right, click Get Started for FREE.3. On the Sign Up window, enter the email address for Megan Bowen in your demo tenant.4. Click Sign Up. You will see a Please verify your email message; you will do so in the next steps.5. Open a new browser tab and navigate to portal.office.com.6. If prompted, sign in with Megan Bowen’s credentials in your demo tenant.7. From the App launcher or welcome screen, click Mail.8. Click the Asana mail with the subject “Complete your Asana sign up.”9. Click Verify your email address.10.Back in Asana, on the Welcome screen, click Continue.11.Provide identifying details and Team name on the resulting screens.

a. Full Name Megan Bowenb. OrganizationContosoc. Email (default)d. Password (Use tenant password)e. Team name Marketing

12.On “Who’s on your team?” type lidiah@<tenant>.onmicrosoft.com in the first space provided.13.Click Continue.14.In the top navigation, click the + icon, then click Project.15.On the New Project screen, click Templates.16.Under Meeting Agenda, click Preview and then click Use Template.17.If required, add a project name.18.Click Create Project.19.Close the browser window.

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Demo Hero1. Start a new Microsoft Edge browser session and navigate to https://<Tenant>.sharepoint.com.2. Sign in to your Office 365 tenant as Lidia Holloway using the credentials provided in the User Accounts

and Credentials section.3. In the Office 365 Demos area, click Demo Assets.4. In the Teams Demo folder, download Product Launch Marketing.pptx to the local computer (by default,

to the Downloads folder).a. If you do not see the Teams Demo folder, the Product Launch Marketing.pptx file can be

downloaded from the demo card at demos.microsoft.com. In a separate browser session, log on to the https://demos.microsoft.com site. Navigate to your Teams demo card. Click the icon for the asset file Product Launch Marketing.pptx. Download the file to your local machine. Close the browser session.

5. Click App Launcher, and then click Mail.6. In the top right, click the Skype for Business icon.7. Search for Megan Bowen and send the following message.

Hi Megan, I am ready to discuss the replicator part. Let’s meet when you have a chance.8. Click App Launcher, and then click SharePoint.

IntroductionThis section provides an overview of the primary messaging pillars for Microsoft Teams, taken from recent marketing documentation. You may start with some of these pillars to introduce the demo, or incorporate talking points (in red font) into the demo at appropriate places.Trends in Collaborative TeamworkAs business becomes increasingly global and cross-functional, silos are breaking down, connectivity is increasing, and teamwork is becoming a key to organizational success. Employees are on twice as many teams as 5 years ago. The amount of time employees spend in “collaborative” work – in meetings, on phone calls or answering emails –

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has increased by about 50%. Perhaps even more significantly, this kind of work now takes up 80% or more of employees’ time. In addition, teams are increasingly a mix of employees and outside vendors. Teams have remote members, either working from home, on the road, or because they are in different geographical regions.This increase in the volume of collaboration and the diversity in scenarios has driven an appetite for specialized tools to address new teamwork scenarios.Introducing Microsoft TeamsMicrosoft Teams is a chat-based workspace in Office 365 that addresses these trends. Microsoft Teams gives team members easy access to the information they need in a dedicated hub designed from the ground up for teamwork. Here, people find their team chat, content, people and tools, all living together in Office 365. There are four key attributes of Microsoft Teams that help teams perform at their best:1-Chat for today’s teamsFirst, Microsoft Teams is a modern-day chat environment that keeps everyone in the know with complete chat history, whether across the team or in a private chat. People can see content and chat history anytime. Team chats and activities are visible to the entire team; private chats can be used for small group conversations. With web, desktop, and mobile versions, Microsoft Teams allows members to connect and communicate across devices. 2-A hub for teamworkIn Microsoft Teams, everything that team members need—chat, content, people, and tools—all live in the same team workspace. There is easy access to the everyday apps teams rely on daily for getting work done, such as Word, Excel, and PowerPoint. Because Microsoft Teams is integrated with Office 365, teams have quick access to the information they need, whether they are files shared through SharePoint or notes in OneNote.3-Customizable for each teamMicrosoft Teams is customizable for the way different teams work. You can easily tailor the workspace to include content and capabilities the team needs. For example, you can add new tabs to a channel for quick access to frequently used documents and cloud services like PowerPoint and Planner. Or, pull in connectors for third party tools like RSS, Trello, GitHub, and Asana. You can build custom integrations through Connector APIs, Microsoft bot framework, and public preview APIs.4-Security teams trustLastly, Microsoft Teams provides a great collaboration experience while upholding our commitments to safeguard customer and user data. Microsoft Teams was designed with compliance, authentication, and privacy in mind with support for industry standards, strong security measures including two-factor authentication, hard passwords, and access policies. Your data is always encrypted, whether it is chat, notes, or files. In short, it’s your data; you own it, and you control it.

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Microsoft Teams Demo Steps

Teams

Speaker Script Click StepsMicrosoft Teams offers a rich dedicated hub for all team chat-based activity, including team and private conversations, spontaneous meetings and calls, content sharing, real-time collaboration, and more. Microsoft Teams brings everything you love about Office 365 collaboration into an effective, fast and friendly chat-centered team workspace.

No click steps.

Microsoft Teams ActivationMicrosoft Teams is available to Office 365 commercial customers with a Business Essentials, Business Premium, or Enterprise E1, E3 and E5 plan. Your tenant admin can enable the service through your Office 365 Admin Portal.

1. In your Microsoft Edge browser session logged in as Lidia, click the App launcher and select Admin.If prompted to update contact info, click Cancel.

2. In the Admin center, in the left navigation, click Settings to expand the menu.

3. Click Services & add-ins.4. In the list, click Microsoft Teams.5. Click the toggle switch to On.6. Click Save.7. Click Close.

Login to TeamsMicrosoft Teams runs on Windows, Mac, Android, iOS and web platforms. It can be accessed both in the browser and through a desktop application.

Marketing Manager, Megan Bowen, keeps her busy team focused and productive with Microsoft Teams. The range of access options allows her team to collaborate from anywhere.

8. Navigate to the Teams home page at teams.microsoft.com.

9. Sign in as Lidia Holloway using the credentials from the User Accounts section.a. If this is your first time using Teams on this tenant

you may be prompted to create a team upon login. Click Skip this step.

b. If not already installed, when prompted at the top of the screen, click to download Microsoft Teams

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Speaker Script Click Steps

Project team member, Lidia Holloway, prefers using Teams through her web browser as she works on-the-go,

while Megan is using the desktop application from her work laptop.

client.c. If already installed, close bar at the top of the

page prompting you to open the client app.10. Minimize the browser. Keep the

teams.microsoft.com tab open (in Lidia’s browser session).

11. Start the Microsoft Teams desktop client and connect to the demo environment using the credentials for Megan Bowen.a. If you see a prompt for creating a team at this

point, click Skip this step.b. Close any pop-ups that appear. If present, close

the mobile aps download bar at the top of the page.

Create a TeamThe Microsoft Teams environment is very flexible. Megan can quickly create a new team, add members, channels, conversations, and content.Microsoft Teams is closely integrated with Microsoft Groups. When a Team is created, a corresponding group is also created. Likewise, if you have an existing Microsoft Group, you can associate a Team and retain your existing group content.Megan recently became manager of a major product launch initiative and would like to pull a team together. She creates a new Sales Project team and invites some team members.

12. In the Microsoft Teams desktop client logged in as Megan, if not already selected, in the left navigation, click Teams.

13. In the bottom left, click Create team.

14. In the Create your team dialog, point to the Yes, add Microsoft Teams functionality link.

15. Under Team name, type Sales Project Team.

16. Under Description type, type Collaboration and discussions for members of the sales project teams.

17. Click Next.9

Speaker Script Click Steps18. Under Members, type each name below

and select the individual when the name resolves.Alex WilberLidia HollowayIsaiah Langer

19. Click Add, and then click Done.

Channels and ConversationsEach Microsoft Teams environment consists of channels to organize different types of activities, content, and topics. Each channel has its own conversations, files, notes, and more, depending on the team’s needs.Conversations give team members a natural way to communicate. Megan posts a message to welcome her new team members and kick off collaboration.

Lidia sees Megan’s welcome message and posts a reply.

Microsoft Teams provides dynamic, rich ways to share your messages. Conversations can include rich formatting, attachments, and a wide variety of visual content such as Emojis, Gifs, Memes, and more.

Microsoft Teams conversations are threaded to allow for in-context replies and clear differentiation between topics.

Lidia adds a fun gif to her reply, encouraging interaction and expressing her excitement for this project.

20. On the welcome screen, at the bottom, click Start a new conversation.

21. Type Hello and welcome to the new Sales project team. We can use this area to collaborate on our various projects.

22. Press Enter.

23. Switch to the web browser logged in to Lidia’s account and if needed, switch to the tab open to the teams.microsoft.com site.

24. In the left navigation, if not already selected click Teams.

25. Under Sales Project Team, click the General channel.

26. Find Megan’s welcome post and click Reply.

27. Type Thanks! Excited to get started.28. To the left of the message field, click the

Edit icon (it may look like an A with a pencil).29. Select the word Excited and make it

Bold.30. Deselect Excited and at the end of the

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Speaker Script Click Steps

Megan is notified when replies are posted and can easily view Lidia’s reply in context with the original post.

sentence, click Enter.31. Click the smiley icon.32. In the search bar at the top of the

window, type excited.33. Scroll down in the window to view results.34. Click to select an appropriate gif.35. Click the Send icon.36. Note the immediate notification that

Megan has received a new reply from Lidia.37. Switch back to the desktop app signed in

as Megan and view Lidia’s reply.38. Note that Lidia’s reply appears below

Megan’s original post.

ActivityAlerts and @mentions also help Megan stay on top of what’s happening within her team. She quickly scans late breaking news and notifications in the Activity area.She sees that Lidia has responded to her conversation and can jump straight to the update.

39. In the left navigation, click Activity.40.Point to Lidia Holloway replied to your

conversation.41.Point to the conversation shown.

Office 365 IntegrationWithin any channel, Megan can use tabs to pivot her view from conversations to views with shared files, team notes, or other important information.Megan uploads a template she would like the team to review. Since this document is important and will be reviewed often, Megan also adds the document as a tab for quick

42. At the top of the screen, point to the tabs for Conversations, Files, and Notes, then click Files.

43. Click Upload.44. Navigate to the location where you saved

the demo assets and upload the Product Launch Marketing.pptx file.

45. Select the file.46. Click Open.

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Speaker Script Click Stepsaccess.

Because Microsoft Teams is part of Office 365, the team has quick access to shared files in the context of chat history for faster collaboration and review. Files can be shared, opened and reviewed without leaving the Microsoft Teams experience.

Megan can easily add chat comments which stay with the document.

As the team replies, updates are received in real-time.

Other Office 365 services are available for use within the Teams experience including Planner.

Megan adds a Planner tab where her team can assign

47. In the Files screen, locate the Product Launch Marketing.pptx file and click More options (…).

48. Click Make this a tab.

49. In the top right of the new tab, click the Show tab conversations icon .

50. Click Start conversation.51. At the bottom of the screen, click Reply

and start typing @Lidia this file can be used to plan our launch events. Select Lidia Holloway when her name resolves and complete the message.

52. Press Enter.53. Switch to the browser tab with Lidia

logged in. Ensure you are in the General channel, Conversations tab.

54. Scroll down if needed and point to Megan’s file and message.NOTE: If the conversations did not update, you may need to refresh the page.

55. Point to the red @ mention flag located on the right side of the message.

56. Click Reply and type I will take a look.57. Press Enter.58. Switch to the desktop app logged in as

Megan and note the in-context chat.59. At the top of the screen, click the + icon.60. Click Planner.61. Under Tab Name, type Launch Planning.

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Speaker Script Click Stepsand track tasks. 62. Click Save.

63. In the Planner pane, click to add the following task:a. Task Name: Review Launch Event Templateb. Due Date: select date for tomorrowc. Assigned to: Lidia Holloway

64. Click Add task.65. Click the task for Review Launch Event

Template that you just created.66. Under Progress, click Not started.67. Select In Progress.68. Close the task window.

3rd Party Connectors and TabsIn addition to services like Planner, Microsoft Teams is integrated with a wide selection of project management apps, social feeds, and data visualization tools via Connectors (examples: Twitter, RSS, Asana). Megan would like to bring in task updates from Asana and Visual Studio Team Services where her team has been tracking various project related activities.

Connectors put updates directly into the chat stream, for a service like Asana, this gives the team visibility into when tasks are added or completed.

69.At the top of the screen, next to General, click More options (…).

70.Click Connectors.71.Next to Asana, click Add.72.If prompted, click Log in and log in with the

credentials for Megan Bowen in your demo tenant.73.If you see a Grant Permission window, click Allow.74.Scroll down to Asana Projects and click the

checkbox for the Meeting Agenda template you created during the pre-demo setup steps.

75.Under Notifications, click all checkboxes.76.Scroll down and click Save.77.Close the connectors window.78.In the top navigation, click the + icon.79.Select Team Services.

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Speaker Script Click StepsThird party services can also be added as tabs, allowing team members to interact with the service directly within the Teams interface. Megan creates a tab for Team Services, the platform where the web designers are tracking their product launch activities.

When a service is added as a tab, the team is able to interact with the data in real-time.

Now Megan’s team can keep on top of their activities with visibility to task updates across platforms.

80.Click Select Account.81.If prompted, click Continue.82.When prompted, enter the password for Megan

Bowen’s account on your demo tenant.83.Click Sign in.84.Under Account, select the location you created in

the pre-demo setup steps.85.Click Continue.86.Select the Team and Project you created during

setup.87.Under Backlog Level, select Features.88.Click Save.89. In the resulting tab, click to open one of

the listed Features.90. Close the Feature window.

Chat

Speaker Script Click StepsGroup ChatsConversations that don’t involve the entire team are possible through private one-on-one and group chats. In chats, team members only see the private conversations they created or those to which they were added.Megan creates a new private group chat to get a quick update on the product launch status.

1. In the left navigation, click Chat.2. To the right of the search bar, click New Chat .3. Next to To: type the following names and click when

they resolve.Alex WilberAdele Vance

4. At the bottom of the screen, click Type a new message.

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Speaker Script Click Steps5. Type Checking in on status of the X1050

launch. Any updates for me?6. Press Enter.

1:1 ChatsContinuing with follow-ups, Megan sends a quick message to Lidia asking for her input on the template she uploaded earlier.

Since Lidia is available in her web browser session, she is able to respond quickly and Megan is now aware of Lidia’s progress.

7. To the right of the search bar, click New Chat .8. Next to To: type Lidia Holloway and click her name

when it resolves.9. At the bottom of the screen, click Type a new

message.10. Type Hi Lidia, what did you think of

that launch event presentation?11. Press Enter.12. Switch to the browser window logged in

as Lidia.13. In the left navigation bar, point to the new

message notification on the Chat icon.14. Click the Chat icon.15. Open the chat with Megan, in the

message field at the bottom, type I am in it now. Looking good!

16. Press Enter.17. Switch to the desktop app with Megan

logged in and reply to Lidia’s message with Fantastic!

T-BotThrough chat, Megan also has help learning how to use various Microsoft Teams features. T-Bot is a chat partner that helps team members get the most out of

18. Under Chats, in the left navigation bar, click T-Bot.

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Speaker Script Click StepsMicrosoft Teams.Megan simply asks a question in natural language and T-Bot replies with the most relevant answer.

19. Type How do I start a video call?20. Press Enter.21. Note the returned results.

Meetings

Speaker Script Click StepsMeet NowBuilt-in Skype voice and video capabilities provide ad-hoc team meetings that anyone can see and join – right within the chat stream.Megan can instantly turn a chat into an online call. The call can include video, screen sharing, and similar features found in Skype for Business to make the meeting engaging and productive.

Megan would like to call the team together for a chat regarding the Launch Event. By clicking Meet Now, she instantly initiates a call with team members.

1. In the left navigation bar, click Teams.2. In the Sales Projects team, click the General

channel.3. At the bottom of the screen, to the right of the

conversation bar, click the camera icon.4. If prompted with a security warning, click Allow.5. Click Want to add a subject?, and then type

Launch Event.6. At the bottom of the screen, point to the options.7. Click Off to turn the camera off.8. Click Meet now.9. In the attendee panel at the right, click Lidia

Holloway.10. Click the Hang up icon.

Scheduled MeetingIn addition to spontaneous calls, Megan can schedule meetings ahead of time straight from Microsoft Teams. By clicking the Meetings tab, Megan can view all her meetings across Exchange, Skype for Business and Teams. Preparing for the Launch Event Kick-off, Megan

11. In the left navigation, click Meetings.12. Point to existing meetings.

13. Click Schedule Meeting.14. Under Meeting Title, type Launch

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Speaker Script Click Stepsschedules a meeting to get the team together.

When the time comes, she can click join the meeting directly from the Microsoft Teams interface.

Event Kick-off.15. On the right under Invite People, type

the following names, and then click the name when it resolves.a. Lidia Holloway, Isaiah Langer, Alex Wilber

16. Click Schedule Meeting.17. In the General channel, point to the

message announcing the meeting.18. In the left navigation, click Meetings.19. Under Today, if not already selected,

click the Launch Event kick-off meeting.20. Point to the Join Microsoft Teams

Online Meeting link.

Features

Speaker Script Click StepsSearchOver the course of a project, Microsoft Teams can quickly accumulate conversations and content. Fortunately, Megan and her team members do not have to navigate through content to find what they need. With powerful built-in search and filter tools, members can quickly find what they need anywhere in the Microsoft Teams environment. They can search across people, messages and chats, and files to get the information they need.With search, Megan’s team can easily stay engaged and up-to-date in real time.

1. In the top left, click the Search bar.2. Type Launch, and then press Enter.3. Point to message results.4. Click Files.5. Point to files result(s).

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ConclusionBy providing a dedicated workspace for all of Megan’s chat based team activity, Microsoft Teams helped Megan quickly and efficiently manage her team and its work. Team members enjoy an open, collaborative environment integrated with Office 365, with natural and engaging conversations, efficient collaboration with Office documents, and easy team management and configuration, all win a single application.

Reset InstructionsFollow these steps to reset the demo at the conclusion of each presentation:

1. Delete any new content created during the demo, for example:a. Teamsb. Conversationsc. Channelsd. Content

2. Sign out of all browser sessions and close the browsers.

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