- Structuring collaboration intentionally: when to create teams vs. channels, channel types, designing structures for real workflows, naming conventions, tabs, and conversation layouts
- Designing better communication flows: choosing between chat, channel, and meeting; using channel conversations for transparent team work; organizing recurring collaboration
- Advanced meetings and facilitated collaboration: meeting options and roles, breakout rooms, PowerPoint Live, presenter modes, reactions, spotlighting, and channel meetings
- Events strategy: when to use a standard meeting, webinar, or town hall; Q&A and moderated participation; presenter and organizer roles
- Advanced file sharing and controlled collaboration: file location decisions, sharing links, sync and browser access, SharePoint and OneDrive integration
- External collaboration, guest access, and sharing boundaries: guest vs. external access, practical rules for clients, vendors, and partners
- Team workflows and business process support: recurring process spaces, project/HR/operations workflows, tabs for forms and dashboards, Bookings and Virtual Appointment
- Practical governance, security, and compliance awareness: data handling, sharing controls, sensitivity labels, retention, and practical do's and don'ts
- Best practices and decision-making: choosing the right collaboration model, avoiding over-creation, storing files correctly from the start
- Teams Phone: call handling, call groups, delegation, shared line workflows, and team-based phone scenarios. Teams Phone is covered in corporate or custom training courses.
Please call 800-851-9237 or 781-376-6044 to schedule a course.
Teams Training Essentials Course Topics
Structuring Collaboration Effectively: When to create a team vs. a channel (and when not to); standard, private, and shared channels; designing channel structures for real workflows; naming conventions; tabs; channel conversation layouts.
Designing Better Communication Flows: Choosing between chat, channel, and meeting; using channel conversations for transparent team work; when a shared channel beats a private one; organizing recurring collaboration that can easily be located.
Advanced Meetings and Facilitated Collaboration: Meeting options and participant roles; breakout rooms for workshops and training; presenter modes, PowerPoint Live, and layouts; reactions, chat, and spotlighting; channel meetings.
Events Strategy: Meetings, Webinars, and Town Halls: When to use a standard meeting, a webinar, or a town hall; Q&A for moderated audience participation; presenter, moderator, and organizer roles; transition from legacy live events to town halls.
Advanced File Sharing and Controlled Collaboration: Where files should live: chat, channel, or OneDrive; personal vs. shared team files; reviewing and changing sharing links; sync and browser access; Understanding the role of SharePoint and OneDrive behind-the-scenes.
External Collaboration, Guest Access, and Sharing Boundaries: Guest access vs. external access; when to add a guest vs. using cross-org communication; how settings affect files, channels, and meetings; practical rules for clients, vendors, and partners.
Team Workflows and Business Process Support: Building Teams spaces for recurring processes; project, HR, operations, and leadership workflows; tabs for forms, lists, and dashboards; optional: Bookings and Virtual Appointments scenarios.
Practical Governance, Security, and Compliance Awareness: What business users should know about data handling; how sharing and file location affect control; sensitivity labels, retention, and eDiscovery at a practical level; do’s and don’ts for confidential information.
Best Practices and Decision-Making: Choosing the right collaboration model; avoiding over-creation of teams and channels; keeping conversations visible when they should be; storing files correctly from the start.
Teams Phone for Voice-Enabled Organizations: Call handling and forwarding; call groups and simultaneous ring; delegation and shared line workflows; voicemail and history; team-based phone scenarios. Included only for private and custom corporate classes, where the organization uses Teams Phone.
Teams course instructors
AGI instructors are Teams professionals and skilled teachers. You'll learn from a live Teams professional that brings years of experience that will help you learn Teams quickly and easily.

Grace
MS, Information Design
BA, Digital Communications
Adjunct Professor, St. Olaf

Shirley
MLA, Harvard
MS, Bentley
BS, Bentley

Elizabeth
BS, Finance
Teaching Assistant, Virginia Tech
Accounting & Finance Roles
Custom and private Teams classes
This Teams course is available as a private class. Curriculum can be customized for your specific needs. Teams classes can be delivered at your location, online, or in our classrooms. For more information, call 781-376-6044 to speak with a training consultant or contact us.
We recommend that you have a Microsoft Teams license before starting this class and completing the introductory Teams course.
You will receive course materials for this class developed by the Certified Instructors at AGI. AGI instructors have created many of the official training guides and books for Microsoft.
Prerequisites for this Teams course
Prior to attending this Teams classes, you should be familiar with all the concepts covered in the: Microsoft Teams Training: Essentials Course. This can be through attending the course or through experience.
What to take after this Teams course
After you have attended this course, you may find it useful to continue your learning and attend: Excel Bootcamp.
