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Expert Microsoft Teams Solutions

Expert Microsoft Teams Solutions


Microsoft Teams is an invaluable tool that can integrate various Microsoft products into a single convenient hub. But making the most of it often requires expert help and hours spent on calls and live chats. If you'd rather have all the information you need to make the most of Teams in one place, then this book is for you.

Written by two Microsoft technical specialists who have spent years helping clients find the best way to utilize Teams, this book will help you understand Teams as a whole -- from architecture and collaboration through to apps and voice. You'll study the platform from the perspective of the end user as well as the administrator, gaining insights and learning from real-life examples.

You'll tackle adopting, implementing, and administering Teams efficiently, which will help you realize its full potential. From setup and deployment to modernizing your organization's chat and voice infrastructure, you'll get plenty of useful and actionable tips as you progress.

By the end of your journey through this book, you'll be able to design and implement the most important and exciting aspects of Microsoft Teams help your organization work more efficiently.

  • Expert Microsoft Teams Solutions
  • Contributors
  • About the authors
  • About the reviewers
  • Preface
    • Who this book is for
    • What this book covers
    • To get the most out of this book
    • Download the example code files
    • Download the color images
    • Conventions used
    • Get in touch
    • Share Your Thoughts
  • Part 1: Collaboration and Apps
  • Chapter 1: Taking a Tour of Microsoft Teams
    • Architecture
      • Identity
      • Messaging
      • Files
      • Voicemail
      • Recording
      • Calendars and meetings
      • Contacts
      • Architecture deep dive
    • User Interface
      • Activity
      • Chat and presence
      • Teams
      • Calendar
      • Calls
      • Files
      • More added apps
      • Apps store
      • Help
      • Download mobile app
    • Summary
  • Chapter 2: Approvals
    • Technical requirements
    • Creating approvals
    • Responding to approvals
    • Approval templates
    • Administration of Approvals app
      • Using org-wide app settings to manage the Approvals app
      • Using a permissions policy to manage the Approvals app
    • Summary
    • Further reading
  • Chapter 3: Task Management in Teams
    • Technical requirements
      • Planner in Teams
      • To Do App
      • The Tasks App in Teams
    • Planner in Teams
      • Adding Planner to your Team
      • Creating Buckets and Tasks
      • Planner Views
    • To Do App
      • Creating Tasks in To Do
      • Editing Tasks in To Do
      • Creating Lists in To Do
      • Integration with Microsoft Planner
    • The Tasks App in Teams
      • Adding the Tasks app to Teams
      • Tracking tasks in My tasks
      • Managing plans in the Tasks app
    • Summary
  • Chapter 4: Bookings in Teams
    • Technical requirements
    • Bookings using the web app
      • Creating a Bookings Calendar
      • Calendar settings for Bookings
    • Bookings using Teams
      • Creating a Bookings calendar in Teams
      • Bookings calendar settings in Teams
      • Scheduling appointments in Teams
    • Differences between the Bookings web and Teams apps
    • Summary
  • Part 2: Meetings
  • Chapter 5: Conducting Teams Meetings
    • Technical requirements
    • Overview of Meetings in Microsoft Teams
    • Types of meetings in Microsoft Teams
      • Scheduled meetings
      • Ad hoc Teams meetings
      • Channel meetings
    • Meeting Features
      • Video and background features
      • Sharing
      • In-meeting experiences
      • Meeting Options
    • Audio Conferencing in Microsoft Teams
    • Summary
  • Chapter 6: Microsoft Teams Rooms
    • Licensing
      • Licensing requirements
      • Resource accounts
    • Configuration and recommendations
      • Device preparation
      • Account configuration
    • Managing room scheduling
      • Room locations and lists
      • Resource booking
    • Summary
  • Chapter 7: Live Events
    • Technical requirements
    • Introducing Microsoft Team Live Events
    • Scheduling a Live Event
      • Administrator policies for Live Events in Teams
      • Live event customizations
      • Live event roles
    • Presenting and Sharing Content
    • Sharing invitations
    • External production
    • Summary
  • Part 3: Bots and Development
  • Chapter 8: Power Apps in Teams
    • Technical requirements
    • Adding an existing app to Teams
      • Building an app from a template
      • Embedding an app as a tab
      • Embedding as a personal app
    • Publishing apps for users
    • Building an app in Teams
      • Creating a Dataverse for Teams environment
      • Creating tables in Dataverse for Teams
      • Building the UI
      • Adding the Dataverse app to Team
    • Summary
  • Chapter 9: Workflow Integration
    • Technical requirements
    • Solution Overview
    • Configuring a team
    • Configuring a form
      • Creating the flow from Microsoft Teams
      • Creating the flow from the Power Automate portal
    • Testing the solution
    • Summary
  • Chapter 10: Power Virtual Agents in Teams
    • Technical requirements
      • Creating a bot
      • Adding topics
      • Configuring topics
    • Integrating with Power Automate
    • Publishing a bot
    • Monitoring usage
    • Summary
  • Part 4: Voice
  • Chapter 11: Planning for Teams Phone
    • Terminology and concepts
      • Teams Phone
      • Phone numbers
      • Session Initiation Protocol
      • Session Border Controller
      • Service numbers
      • Auto attendants
      • Call queues
      • Audio conferencing
      • Resource accounts
      • Dial plans
      • Calling features
      • Contact center
    • Selecting an architecture
      • Calling Plans for Microsoft 365
      • Direct Routing
      • Operator Connect
    • Planning network requirements
      • Network requirements
      • Bandwidth requirements
      • Ports
      • Split-tunnel VPN
      • Quality of Service
      • Teams Network Planner
      • Best practices and additional network tools
    • Summary
    • Further reading
  • Chapter 12: Deploying Teams Phone
    • Configuring your telephony architecture
    • Configuring E911
      • Defining trusted IPs
      • Building the LIS
      • Civic address creation
      • Testing emergency locations
      • Dynamic E911 for US Work from Home
      • Configuring emergency policies
    • Configuring Calling Plans
      • Working with phone numbers
      • Working with communications credits
    • Configuring Teams voice policies
      • Calling policies
      • Configuring a calling policy
      • Assigning a calling policy
      • Call park policies
      • Caller ID policies
    • Configuring outbound calling
      • Configuring outbound calling for a user
      • Configuring outbound calling for multiple users
    • Summary
  • Chapter 13: Configuring Advanced Teams Phone Features
    • Configuring resource accounts
      • Creating a resource account
      • Acquiring virtual user licenses
      • Assigning licenses to a resource account
      • Ordering a service number
      • Assigning a service number
    • Configuring holidays
    • Configuring auto attendants
    • Configuring call queues
    • Understanding voice-enabled channels
    • Summary
  • Chapter 14: Teams Devices
    • Benefits of certified devices
      • Rich audio and video quality
      • Plug-and-play support
      • Integrated call controls
      • Advanced indicators and extensibility
    • Choosing the right device
      • Webcams
      • Headsets
      • Handsets or desk phones
      • Teams Rooms
      • Teams displays
      • Teams panels
      • Surface Hub devices
    • Summary
  • Part 5: Administration
  • Chapter 15: Planning and Adoption
    • Introducing the Microsoft Adoption Framework
    • Starting your strategy
      • Identifying your project team members and stakeholders
      • Understanding the product
      • Assessing organizational readiness
    • Experimenting with early adopters
      • Finding your champions
      • Developing a governance strategy
      • Identifying usage scenarios and telling user stories
      • Interviewing business stakeholders
      • Onboarding Support
      • Onboarding Early Adopters
    • Scaling to the rest of your organization
      • Defining success
      • Selecting a service enablement strategy
      • Optimizing feedback
      • Driving awareness
      • Delivering a training program
      • Establishing checkpoints and reviews
    • Planning for change management and support
      • Using a roles matrix
      • A sample adoption plan
    • Summary
    • Further Reading
  • Chapter 16: Governance
    • Security
      • Sharing and access controls
      • Classification with sensitivity labels
      • Approved apps
    • Compliance
      • Frameworks and documentation
      • Retention and Disposal
      • Information barriers and Supervised chat
      • Compliance filters, boundaries, and eDiscovery
    • Life cycle management
      • Provisioning and retirement
      • Access packages
    • Building a governance team
    • Governance questionnaire
    • Summary
  • Chapter 17: Integration with Exchange Server
    • Technical requirements
    • Overview of the Teams and Exchange Server hybrid
    • Enabling hybrid features
      • Verifying your domains
      • Updating your on-premises user principal names
      • Configuring Azure Active Directory Connect
      • Running the Exchange Hybrid Configuration Wizard
      • Reviewing manual configuration steps
      • Assigning licenses
      • Verifying your Teams integration
    • Summary
  • Chapter 18: Security and Data Protection
    • Technical requirements
    • Conditional Access
      • Requiring multi-factor authentication for all users not on trusted networks
      • Testing the Conditional Access policy
    • Data Loss Prevention
      • Creating a Sensitive Information Type
      • Testing a Sensitive Information Type
      • Creating a Data Loss Prevention Policy
      • Testing the Data Loss Prevention Policy
    • Summary
  • Chapter 19: Reporting in Teams
    • Technical requirements
    • Teams usage report
    • Teams apps usage report
    • Live event usage report
    • User-based call reports
    • PSTN-based reports
    • Call Quality Dashboard and Quality of Service
      • Setting up the CQD
      • Analyzing the CQD
      • Auto-attendant and call queue reporting
    • Summary
  • Appendix A: Direct Routing and Operator Connect
    • Planning considerations for Direct Routing
      • Verifying the prerequisites
      • Direct Routing and dynamic E911 considerations
    • Enabling Operator Connect
    • Summary
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