Microsoft Teams Webinar Recap: Top 5 Microsoft Teams Deployement Challenges & How to Overcome Them

Last week, Joe Brown, Xgility’s Chief Strategy Office, teamed up with Fergus Wilson, Repstor’s CTO to discuss some of the top challenges that organizations face as they roll out Microsoft Teams – and how a strategic approach to Microsoft Teams and automated management tools can help put up the right guardrails to balance both user productivity and risk prevention.

In case you missed it, here’s the recorded webinar and key takeaways.


Let’s Face It: Deploying Microsoft Teams and Office 365 Can Be Challenging

If you and your organization have found that deploying Microsoft Teams and gaining wide-spread adoption is more challenging than you expected, you aren’t alone. Rolling out Teams without planning upfront be overwhelming both the IT department and end-users – and can lead to:

  • Limited adoption
  • Shadow IT
  • Data Loss
  • Security Breaches
  • Overall chaos for IT and Users

Top 5 Common Challenges When Rolling Out Microsoft Teams

Based on our experience, here’s top five challenge our clients face when they deploy teams – and why they come to us for help:

  • Deployed without a strategic plan. Have no defined user requirements, didn’t identify key uses cases, or talk to departments.
  • No equitable Governance Plan that empowers users and IT.
  • Cannot agree on the best way to enable external sharing so it’s disabled.
  • Users continue to use tools like Box or DropBox – aka Shadow IT – posing risks around security and data loss.
  • Lack of adoption support or training.

Take a Prescriptive & Strategic Approach: Recommendations for Success

So, how do we help our clients overcome those challenges? Here are our top recommendations.

  • Start with a strategic plan that includes governance requirements based on well-defined use cases.
  • Educate users not just how to use the tools but also explain the “how and why” around governance.
  • Don’t overlook data protection – especially for compliance requirements. Keep internal and external content separate when engaging between internal and external teams.
  • Don’t just train users to use Microsoft Teams features. Show them the “why and how” based on the use cases. Also, identify Teams Champions (Ambassadors) to provide sustainable and long-term adoption activities. The Ambassadors shouldn’t be in the IT department but rather early tech-adopters across the organization.
  • Roll out a small number of Teams initially – evaluate and adjust.

Automate Governance: Take the Pressure Off Both IT & Users

Not only is strategic planning key to success, but using purpose-built technology, like Repstor’s Custodian, can empower both your users and IT department to achieve broad adoption of Teams as well.

Their full life cycle information management solutions allow users to take full advantage of Microsoft Teams without creating information management problems or compliance headaches down the line. It brings new control, templating. and lifecycle management capabilities to Microsoft Teams workspaces and helps:

  • Identify key use cases around departments with specific compliance requirements. ​
  • ​Set up guardrails based on department’s requirements – takes the pressure off IT.​
  • ​Automate a way to request new teams – give control to users or Ambassadors.​
  • ​Employees use Teams and other Office 365 tools – making the most of investment AND reduce the use of 3rd party apps and shadow IT.

Take a Step Back and Plan for Microsoft Teams Long-Term  Success

To gain the widespread adoption of Microsoft Teams across your organization, strategic planning is a key step towards long-term success. If your organization is using Teams without a strategic plan, now is the time to step back and evaluate if your users are truly using it to its full potential.

Our Team is Here to Help

At Xgility, we know what it takes to strategically plan and deploy Microsoft Teams.

As a Microsoft Gold Partner, our team has been helping our clients of all sizes successfully roll out Microsoft Teams with unprecedented adoption rates. Contact us today if you would like to schedule a demo of Repstor Custodian and to learn how our team can help your organization strategically plan and deploy Microsoft Teams.

As a Microsoft Gold Partner with vast experience under our belts, we are ready to help. Contact Us Now »

SharePoint 2010 Workflow Retirement: Are You Ready?

Is your organization currently using SharePoint 2010 workflows? If so, the retirement deadlines are fast approaching. But are you ready?

Back in July, Microsoft announced the retirement of the SharePoint 2010 workflows with the following deadlines:

  • Starting August 1, 2020: SharePoint 2010 workflows will be turned off for any newly created tenants.
  • Starting November 1, 2020: SharePoint 2010 workflow services will be removed from existing tenants. This includes the ability to run or create SharePoint 2010 workflows from existing tenants.
  • Starting November 1, 2020: SharePoint 2013 workflows will be turned off by default for new tenants.

What is Impact?

If you are using SharePoint Online and are running any SharePoint 2010 Workflows, you will be affected by this change.

What does that mean?
The short answer: you will need to replace them. Our recommendation is to replace or transition the SharePoint workflows with Microsoft Power Automate flows.

Power Automate [previously known as Microsoft Flow] is an online workflow service that allows automating tasks across multiple services using connectors or UI automation. As SharePoint evolves from InfoPath and SharePoint Designer workflow, Power Apps and flows within Power Automate provides more versatility and simplicity for process automation and building apps.

A Bit of Background

In the context of SharePoint, Microsoft describes a workflow as an automated movement of documents or items through a sequence of actions or tasks that are related to a business process. An organization can use workflows to attach business logic to documents or items in a SharePoint list or library.

Classic workflows in SharePoint constitute two workflow systems namely:

  •  SharePoint 2010 workflow
  • SharePoint 2013 workflow

While both workflow systems allow you to build and publish workflows in SharePoint, below are some of the key differences:

  • SharePoint 2010 workflows, released along with SharePoint Server 2010, are hosted and executed in the SharePoint workflow runtime.
  • SharePoint 2013 workflows, released along with SharePoint Server 2013, are hosted in SharePoint and executed in the Workflow Manager, which runs independently.

Most people use SharePoint Designer to author and publish workflows in SharePoint while professional developers looking to extend and build workflows use Visual Studio to build and publish workflows in SharePoint.

Modern Workflows with Microsoft Power Automate Flows

Since the release of classic workflows, SharePoint and Microsoft 365 apps have evolved to provide compelling, flexible, and more performant experiences.

SharePoint Workflows

Via Microsoft

Modern experiences in SharePoint integrate with the rest of the Microsoft 365 apps and services driving security, productivity, and collaboration. With Microsoft Power Automate, you can streamline repetitive tasks and paperless processes by creating automated workflows between your favorite apps and services to get notifications, collect data, automate business policies, and more.

What Should Your Organization Do?

First, determine if your organization is using SharePoint 2010 workflows. Microsoft recommends running the SharePoint Modernization Scanner tool to scan your tenants for legacy workflows usage. Next, identify which workflows and processes are still relevant and develop a strategic plan for the transition or replacement. Don’t overlook licensing requirements.

Learn more:
Microsoft Guidance: Migrate from classic workflows to Power Automate flows in SharePoint

Our Team is Here to Help

At Xgility, we know that this transition process can be daunting. Yet, it also provides the opportunity to review and enhance your current processes with Microsoft’s latest tools and technologies to drive efficiency and innovation across your organization – especially in today’s remote work environment.

By leveraging our strategic solutions with Microsoft’s latest automation tools, we can help transform your business processes and workflows – and avoid disruption for your organization and employees. Our team can:

  • Scan and analyze tenants to identity legacy workflows usage.
  • Work closely with your team to help identify and prioritize which processes and workflows should be re-evaluated and/or redesigned – and develop a strategic action plan that meets the unique needs of your organization.
  • Plan, architect, and design the workflows.
  • Re-build/Build workflows using Power Automate.

Contact us today to discuss how our team can help replace or transition your SharePoint 2010 or 2013 workflows. We know that starting a new technology project can be overwhelming. As a Microsoft Gold Partner with vast experience under our belts, we are ready to help. Contact Us Now »

Round Up of New Features & Functionality in Microsoft Teams

Microsoft has been rapidly releasing a slew of new features and functionally in Microsoft Teams geared toward improving the remote workplace experience. From the ability to customize your background image in video calls (yahoo!) to the pop-out chat windows, these new features can help improve your meetings, calls, chats, and collaboration while using Microsoft Teams throughout the day. Plus, new integrations with Yammer and Power Platform extend ways to be productive, informed, and engaged within the Teams platform.

Key Updates in Microsoft Teams for Meetings, Calls, Chats, Teams, Channels & More

We know it can be a challenge to keep up with all the announcements, so we’ve rounded up a list of key updates below that are now available and coming soon for both end-users and IT admins. Note: You may need to reach out to your IT team or Teams administrators to turn on the new features.

Meetings & Calls:

Change & Customize Your Video Background Image
In addition to the blurred background feature, you now have the option to replace your background image with either pre-selected images or (officially!) upload your own image for Teams video calls.

Screenshot of New Background Settings option in Microsoft Teams.

You can change the background settings either before the meeting starts or during a meeting. Learn How »

Blur Your Background in iOS
This frequently utilized feature is now available on your iPhones and iPads.

Live Captions in iOS & Android
Whether hard of hearing, have different levels of language proficiency or are connecting from a loud location, live captions allow meeting participants to follow along and read what is said during Teams meetings. Live captions are now available on iOS and Android mobile devices in English.

Raise Your Hand in a Meeting
Have a question or comment but don’t want to interrupt the person speaking? The new “raise hands” feature in Teams allows meeting attendees to identify that they wish to speak — making it easier to actively participate in large meetings. Everyone will see a visual cue on the attendee — as well as in the participant list that prioritizes who raised their hand first — and can give them the room to participate in the conversation at hand.

Microsoft Teams Meetings Toolbar.

How: While in a meeting, select the “Raise Your Hand” icon in your control bar. This will place a gold hand icon on your video feed to let the rest of the attendees know that you would like to speak.

Increased Number of Simultaneous Videos in Teams Meetings
Video calling on Teams now has a 3 x 3 grid for viewing nine participants simultaneously. This new experience optimizes for attendees who have enabled video and places the remaining audio-only participants below the meeting stage.

Microsoft Teams Video Meeting with 3 x 3 Grid.

Image via Microsoft.

To provide a high audio and video quality experience, the layout will adapt — based on the user bandwidth — and alter the number of videos shown to provide the best meeting experience. It has been rolled out for desktop (Windows and Mac). Note: Microsoft just announced that it will roll out support for 49 on-screen video participants (7×7) this Fall.

Improved Join Meetings Experience
When launching a Teams meeting from a link, you will be provided with clearer options for how to join the meeting. You will be prompted with an option to join on the web, download the Teams client, or join with the native Teams client.

Screenshot of new Join Meetings options in Microsoft Teams.

Image via Microsoft.

Download an Attendance Report in a Teams Meeting
Meeting organizers can now take attendance during a meeting. Meeting organizers, especially teachers, often need to know who joined their Teams meetings. Available in the roster view, meeting organizers can download the report that includes those users who joined while the organizer was present. Note: This feature is only available within the meeting while the meeting is active.

Image via Microsoft.

To get your attendance report, select the “Show Participants” icon > Download attendee list. The report will download a CVS file that can be opened in Excel. The file will contain the name, join time, and leave time of meeting attendees. Note: Reach out to your Teams Admin to turn on the feature. Learn More »

1:1 Call Recording
Now you can easily record your 1:1 calls in Teams just as you already can for meetings. Simply select the option to record and call participants will be notified on their screen that a recording has begun.

Privacy for People Joining Meetings via Phone
To increase privacy for participants joining a Teams meeting by dialing in via phone, Teams now obscures your number from any participants that are outside your organization. Your number will still show for teammates in your org.


Group Chat Size Increased to 250
You can now get a large group chat going with up to 250 participants.

Pop-Out Chat Windows for Multi-Tasking
Who else is excited this feature is finally here? You can now pop-out multiple chats into separate windows — making it easier to move around Team and between ongoing conversations.

Microsoft Teams Pop Up Chat Window.

Image via Microsoft.

Just double-click a chat in your chat list or select the pop-out chat icon in Teams to open a chat in a secondary window. Learn More »

Teams & Channels:

Increased Number of Team Members
Team sizes have increased to 10,000 — making it a little easier for larger organizations to let everyone join the conversation.

Edit a Message with Channel Cross-Post Editing
Do you need to update the information that you posted across multiple channels? Now, you can edit your original message in a cross-post anytime by selecting the “More options” button in the post and then choose the “Edit” button. Additionally, you can add or remove channels to reach a wider audience or have a focused conversation. Learn How »

Keep Your Workforce & Business Processes Connected with Teams and Power Platform:

In response to the shift to a remote work environment, Microsoft announced new capabilities to Teams and Power Platform that enable businesses and workers to be productive in a remote work world. With tools like Microsoft Power Apps and Microsoft Power Automate, employees can build no-code and low-code custom applications that automate routine processes and supply a structure where there previously was none. They can use Microsoft Power Virtual Agents to embed bots within Teams to answer common questions or find documents using natural language inquiries — and much more. Read the Announcement »

Share Power BI Reports in Teams
Power BI users can now share reports — or specific charts in reports — to Teams with the new “Share to Teams” button. Senders can also direct the recipient’s attention to a specific chart in a report or share it with an entire team. To get started, select “Send to Teams” from the Power BI portal and type in the team name you’d like to share with. Available now.

The Yammer App for Microsoft Teams:

Microsoft has released a newly designed Yammer that powers community, knowledge-sharing, and employee engagement. The new Yammer includes a fully interactive Yammer app called “Communities” that brings your communities and conversations directly into Microsoft Teams. Put simply, it’s Yammer — in Teams.

New Yammer App in Microsoft Teams.

Image via Microsoft.

By offering the full Yammer experience right inside Teams, you keep everyone at your organization engaged, informed, and moving forward. IT Admins can choose to pin it for everyone, manage who can install it using custom policies, or individual users can install and pin it themselves. Learn More »

IT & Teams Admins:

Batch Policy Assignments to Users with PowerShell
Microsoft Teams offers a robust set of policies to empower administrators with controls to tailor the Teams experience to users. Batch policy assignment allows administrators to streamline the process of assigning policies or policy packages to a large group of users. The New-CsBatchPolicyAssignmentOperation cmdlet lets you submit a batch of users and a policy that you want to assign using one PowerShell command line to perform the action.

Screenshot of Window PowerShell command.

Image via Microsoft.

A batch can contain up to 20,000 users and admins can specify users by their object Id, user principal name (UPN), Session Initiation Protocol address, or email address. Learn more about policy assignments in Teams »

Change in Default Lobby Setting Policy
The default Teams policy has now been changed to make external users wait in the lobby before joining a Teams meeting to ensure that only the right people are in the meeting. This policy change will only impact those tenants who have not modified the default meetings policy. Learn More »

Set Tenant-Wide Default Selection for “Who Can Present” in Meetings
Tenant admins can now update their Teams meeting policies to allow for a new default selection when choosing who can present in new Teams meetings (everyone, people in my organization, specific people, or only me). Currently, the default selection is “everyone” unless the meeting organizer selects otherwise through the meetings option configuration. To start, organizations can set this policy via a PowerShell cmdlet. Coming soon: You will have the ability to change it in the Admin portal.

Better Policy Controls Over Screen Sharing from Chats
Screen share from chat allows you to immediately start sharing your screen in a 1-1 chat or group chat. This entry point was previously governed by the AllowPrivateCalling policy. If this policy is disabled, users are not able to screen share from chat. The option to start a screen share from chat will now be governed by the ScreenSharingMode policy. Further, the ability to “add audio” to a screen share from chat session (if you want to talk to someone while screen sharing) will be governed by a user’s AllowPrivateCalling setting. This ensures that users who have AllowPrivateCalling disabled cannot start audio calls via screen share from chat.

Meeting Attendance Report Policy Settings
Meeting organizers can now view and download a meeting attendance report. This is a per-user policy and this setting controls whether meeting organizers can download the meeting attendance report. To enable a meeting organizer to download the meeting attendance report, set the “AllowEngagementReport” parameter to “Enabled”. When enabled, the option to download the report is displayed in the Participants pane. Learn More »

Coming Soon:

Teams Templates
Microsoft will soon release Templates in Teams which will allow users to pick from multiple customizable templates when creating a new team.

Screenshot of new Microsoft Teams Templates.

Image via Microsoft.

Users can create their own team name, description, and channel names from an initial batch of 12 templates from Microsoft. And Teams admins can create unique templates or modify existing ones – and package relevant line-of-business apps into templates. Learn More »

Microsoft Lists in Teams
During Build 2020, Microsoft announced Microsoft Lists – a Microsoft 365 app that helps you track information and organize work.  Lists are simple, smart, and flexible, so you can track issues, assets, routines, contacts, inventory, and more using customizable views and smart rules and alerts to keep everyone in sync. Microsoft Lists encompasses SharePoint lists, a new Lists home page (web), lists in Microsoft Teams, and the coming Lists mobile app.

Screenshot of Lists in Microsoft Teams.

Image via Microsoft.

You’ll be able to use Microsoft Teams to collaborate on lists — using flexible views like grids, cards, and calendar — which brings content and conversation side-by-side in one integrated experience. You can either add an existing list to a Teams channel or create a new list directly in Teams and chat on individual list items. Expected to roll out later this summer. To learn more, visit the new Microsoft Lists resource center » and get first looks at the Microsoft Lists product demo video ».

IT Admin: New Meetings Dashboard
The new Meetings dashboard in the Microsoft Teams admin center helps you ensure users have the best experience possible during meetings and calls by providing you insights into usage, user feedback, network health, meeting details, devices, and more from a single place.

Preview of New Microsoft Teams Meetings Dashboard for Admins.

Image via Microsoft.

Leveraging Power BI capabilities, this interactive dashboard allows you to filter information by dimensions such as day, countries, and platform allowing you quickly identify areas of improvement and drill down to uncover the root cause of poor experiences. Learn More »

Learn More:

This roundup is only a partial list of all the new features and updates that have been announced in the last few months. Check out the links below for the full announcements.

What’s New in Microsoft Teams: Build Edition 2020

Announcing Power Platform and Teams Updates to Help Customers Adapt to Remote Work

What’s New in Microsoft Teams: May 2020

What’s New in Microsoft Teams: April 2020

More Resources:

Xgility’s Microsoft Teams Essentials Webinar Series
Whether new to Teams or not, view the recorded videos from our Microsoft Teams Essentials Webinar Series to learn how to use Teams in new ways to communicate, engage, and collaborate during the quick pivot to remote work.

Our Team is Here to Help:

At Xgility, we know what it takes to strategically plan and deploy Microsoft Teams.

If your organization is using Microsoft Teams, do you have a strategic plan that addresses governance, policies, and end-user adoption? If not, now is the time to step back and revisit your Teams deployment to see if your employees are making the most of Teams’ powerful functionality to communicate, collaborate, and engage regardless of their location.

As a Microsoft Gold Partner, our team has been helping our clients of all sizes successfully roll out Microsoft Teams with unprecedented adoption rates. Contact us today to learn how our team can help your organization get started with Microsoft Teams and provide your workforce with the right tools they need to do their best work. As a Microsoft Gold Partner with vast experience under our belts, we are ready to help. Contact Us Now »


Microsoft Teams Essentials Webinar Series: Watch Now

With the fast pivot to an all-remote work environment back in March, many organizations — including Xgility — turned to Microsoft Teams for business continuity so their workforce could remain productive and engaged as they work from home. In fact, Microsoft announced in April that Teams had more than 75 million daily active users — and two-thirds of them have shared, collaborated, or interacted with files on Teams as well. Now, that’s a LOT of users!

At Xgility, we discovered firsthand that the swift shift to an all-remote environment was overwhelming. And, like many organizations, we had to learn how to leverage Microsoft Teams in new ways — even beyond the basics functionality of meetings, calls, and chats  — to communicate, collaborate, and engage with our coworkers, teams, clients, and partners as we began working remotely.

Based on the lessons we learned and questions from our clients, we started our Microsoft Teams Essentials webinar series to share ways to help organizations make the most out of Microsoft Teams in the short-term while working from home — whether or not their employees were new to Microsoft Teams.

During the webinars, JoAnna Battin, Xgility’s Director of Strategy & Advisory Services AND Teams expert, demonstrates and explains how key features and functionality can be used to help your organization actively connect, chat, meet, co-edit in real-time, share files, and collaborate even if your employees aren’t in the same location.

Think of Microsoft Teams as Your Virtual Workplace

Even before the pandemic, many organizations begin using Teams for just online meetings and chats but aren’t aware of all its capabilities. Teams is a powerful platform and filled with robust features and functionality — think of it as a secure, virtual workspace — that combines meetings, calls, chat, and collaboration into a single tool. So, it is important to keep the combined functionality in mind as you think of how to use Teams in multiple ways when working with your team and coworkers.

Watch the Recorded Webinars

In case you missed the live webinars, we’ve provided the recorded Microsoft Teams Essentials webinar videos below so you can watch them here. We hope you find them useful. Feel free to share with your coworkers and colleagues as well.

Please Note: These webinars were geared towards helping organizations use Microsoft Teams to remain productive in the short-term as we all began working from home and they are by no means a full introduction to all of Teams features and functionality for IT Admins, Teams Admins, or users. However, we hope this practical guidance can be a starting point to help you and your organization be connected, productive, and engaged. For long-term success, we recommend developing and implementing a strategic plan for the governance, deployment, and adoption of Office 365 tools including Microsoft Teams.

Webinar 1: Stay Connected & Engaged with Chats, Messages & Online Meetings

Learn how to strategically communicate in Microsoft Teams. JoAnna shares tips and demonstrates how to use chats, messaging, and meeting functionality — to help you stay connected and engaged while working remotely.

Key Takeaways Include:

  • Use the Chat panel for 1:1 or quick small group conversations that don’t require a Team. Chats provide an engaging way to communicate and can easily replace an email. Pro Tip: Give your chat a name to clarify its purpose and to make it easier to find for future reference.
  • You can still meet face-to-face with your coworkers – even if you aren’t in the same location – with video conferencing. It’s a great way to still feel like you are connected to your team as well as to avoid feeling isolated. ​You can share your screen, collaborate on documents, or just catch up.
  • For online meetings, turn the video on so your team can interact face to face, feel more connected, and avoid confusion that can occur when there are no visual cues to help you interpret conversations.
  • Don’t worry if you have unfolded laundry in the background: Embrace the blur background tool or the new custom background tool.
  • Embrace online meeting features: You can share your screen, have chats, take notes, and much more.
  • When using the Meet Now feature, give your meeting a title in the “Subject Line” box to help make it easier to find for future reference.

Webinar 2: Creating Teams & Channels for Long-Term Success

JoAnna unravels common confusion around Teams and Channels — the key components for true collaboration within Microsoft Teams. She demonstrates and dives into best practices and key decision points when setting up Teams and Channels to help you set a solid foundation for success now — and prevent sprawl and chaos in the future.

Key Takeaways Include:

  • Teams can be created to be private or public. If private, people within your organization need permission to join. If public, anyone within the organization can join (up to 5,000 members).
  • Channels are dedicated sections within a team and are designed to keep conversations and files organized by specific topics, projects, etc. — whatever works for your team!
  • Admins: Avoid adding too many restrictions around the different features and functionality within Teams. Users will get frustrated — leading to low adoption and the use of third-party tools.
  • Admins: Understand the interoperability between Office 365 and Microsoft 365 Groups as well as how Exchange, SharePoint Online, and OneDrive for Business interact with Microsoft Teams (see Resources below for links to learn more). On the back end, every new team you create gets the following resources, dedicated exclusively to the members of that team:
    – An Office 365 group
    – A SharePoint Online site and document library to store team files
    – An Exchange Online shared mailbox and calendar
    – A shared OneNote notebook
  • Before creating a Team, ask yourself: What’s the purpose of the Team? Who needs access to the information contained within the Team? Should it be a Team or a Channel?
  • Think carefully before naming your Team.
  • Conversations, files, and notes across team channels are only visible to members of the Team. When you have permission for a Team, you have access to everything within that Team.

Webinar 3: Co-Authoring & File Sharing for True Collaboration

JoAnna demonstrates and explains how to upload and share files, co-author documents, and collaboratively work together within Microsoft Team’s teams and channels, online meetings, calls, and chats so you can stay productive and engaged — no matter your location.

Key Takeaways Include:

There are Many Ways to Collaborate in Microsoft Teams.
Pro Tip: Collaboration does not necessarily mean working on a document at the same time. Try out these different ideas the next time you and your team needs to collaborate on a document or file:

  • Share your screen to talk through document changes either in a 1:1 chat or call — or inside a Team or Channel.
  • Use the Meet Now function for a Teams call or video meeting so you can speak to your colleague while you co-author a document together in the same file. (Hint: No screen share is required).
  • After you edit a document, use the @mention function in conversations pane in a Team or Channel to let people know it is ready for review and revisions.
  • Use Conversations Tab inside of a document to provide feedback – without revising the document.

We hope you found the information valuable and that it will help you leverage Microsoft Teams in new ways.

Take a Step Back and Plan for Microsoft Teams Long-Term  Success

To gain the widespread adoption of Microsoft Teams across your organization, strategic planning is a key step towards long-term success. If your organization is using Teams without a strategic plan, now is the time to step back and evaluate if your users are truly using it to its full potential.

Our Team is Here to Help

At Xgility, we know what it takes to strategically plan and deploy Microsoft Teams.

As a Microsoft Gold Partner, our team has been helping our clients of all sizes successfully roll out Microsoft Teams with unprecedented adoption rates. Contact us today to learn how our team can help your organization get started with Microsoft Teams and provide your workforce with the right tools they need to do their best work. As a Microsoft Gold Partner with vast experience under our belts, we are ready to help. Contact Us Now »

Additional Resources:

Microsoft Teams Quick Start Guide [PDF]
Microsoft 365 Groups and Microsoft Teams
How Exchange and Microsoft Teams Interact
How SharePoint Online and OneDrive for Business interact with Microsoft Teams

How to Leverage Microsoft Teams For Your Remote Workforce

Empower Your Employees to Stay Protected & Engaged While Working From Home

The COVID-19 (novel coronavirus) outbreak has organizations rapidly ramping up to operate remotely and asking their employees to work from home.

However, many organizations are faced with a sudden challenge — do they have the right systems in place to make this happen?

If that challenge sounds familiar, you aren’t alone. But providing your remote workers with the right tools and resources is key to helping them stay connected, productive, and secure — no matter their location or device.

So where do you start?

Consider Microsoft Teams as Your Virtual Office for Remote Workers

Even before the COVID-19 crisis, we’ve been helping our clients roll out Microsoft Teams to increase collaboration and teamwork across their global workforce.

Microsoft Teams is a widely used platform that you can deploy to keep your organization running safely and securely in a virtual environment. It provides a single workplace where people can actively connect, meet, and collaborate in real-time – all in one place. With this solution, your employees can remain productive while maintaining the necessary level of security and control over your organization’s resources. For your remote workers, it can provide functionality including:

  • Voice calls, video calls, and online meetings between your organization and external contacts.
  • Chat and instant messaging between either groups or individuals in your organization.
  • Secure document collaboration, sharing, and storage.

Additional advantages for remote working include:

Centralized Communication & Collaboration
Microsoft Teams functions as a self-contained and virtual, secure workplace. It eliminates the need to switch between applications and devices for collaboration, email, text messages, and phone calls throughout the day. By using one connected platform, you can avoid the risk of shadow IT, unsecured file sharing, and loss of organizational intellectual property.

Online Meetings with Anyone Inside or Outside Your Organization
Your workforce can hold online meetings with audio, video, and web conferences with anyone inside or outside your organization. Even while working remotely, employees can run effective meetings and have the ability to blur backgrounds, use live captioning, and control meeting roles and permissions. Meetings can be recorded in case people are unable to attend so they can catch up later and not feel left out.

Staying Connected with Video
Employees can meet face-to-face even if they aren’t in the same location via one-on-one or group video chats and meetings. Face to face interaction goes a long way to help everyone feel more connected.

Keeping Employees Engaged with Chat
Online chats keep employees engaged with casual conversations. Emojis, Gifs, and stickers can help keep chatter fun and light.

Securely Collaborate & Co-Author Documents
Employees and teams can securely coauthor documents, share a screen for fast-paced decision making, collaborate on shared deliverables, and share documents without using email.

Easy IT Administration
Microsoft Teams is designed with IT in mind and provides management capabilities for collaboration, meetings, callings, and apps in one place with simple administration.

Check out this video to see many of these functionalities in action »

How Quickly Can Microsoft Teams Be Deployed?

The short answer is  – it depends. But don’t let that answer dismay you. Determining how to deploy it and how long it will take several factors.

Here are three common scenarios:

  • You have Office 365 but haven’t turned on Microsoft Teams.
  • You have Office 365 and have turned on Microsoft Teams, but it isn’t widely used.
  • You do not have Office 365 but want to roll out Teams.

For more advanced capabilities to support large-scale use of all the collaboration, meetings, and document collaboration functionalities, it would take longer to deploy.

If you are considering deploying Microsoft Teams, here are some resources for guidance to start planning:

Support Remote Workers Using Microsoft Teams

Microsoft Teams FAQ: Support Your Remote Workforce

Welcome to Microsoft Teams: For Microsoft Teams Admins

Microsoft Teams IT Architecture Poster [PDF]

Privacy & Security in Microsoft Teams

Our Team is Here to Help

At Xgility, we know what it takes to get Microsoft Teams quickly set up and deployed to your workforce.

As a Microsoft Gold Partner, our team has been helping our clients of all sizes successfully roll out Microsoft Teams with unprecedented adoption rates. Let’s talk to learn how our team get can help you started with Microsoft Teams. Contact Us Now »

10 Tips for Employees Using Microsoft Teams While Working Remotely

In response to the COVID-19 (novel coronavirus) outbreak, organizations around the world are asking their employees to work from home and to use collaboration and meeting platforms like Microsoft Teams to stay connected for online meetings and chats.

If your organization has already rolled out Microsoft teams for calls, meetings, online chats, and collaboration, that’s good news. You may have already been using it throughout your workday at your office.

However, if you are new to working at home, you may discover that you need to find new ways to communicate and collaborate with your teams and co-workers in ways that you didn’t from the office. Based on our own experience and working with our clients, we’ve put together a list of recommendations for ways to use Microsoft Teams as you adjust to your remote work style.

Consider Microsoft Teams as your virtual office that has the tools you need all in one place and that you can take anywhere you go.

But first, this may a great time to refresh yourself with the Microsoft Teams platform and features. Check out this quick interactive demo to learn the basics » 

10 Tips for Using Microsoft Teams while Working Remotely

Here are ten tips to help stay you stay connected, engaged, and productive using Microsoft Teams.

  1. Communicate with Online Chats
    While you may not be able to talk in the office, you can still chat directly with your coworkers or check in with team members either with individual or group chats. Learn how »
  2. Stay Connected with Video
    You can still meet face-to-face with your coworkers – even if you aren’t in the same location – with video conferencing. It’s a great way to still feel like you are connected to your team as well as to avoid feeling isolated.
  3. Embrace Online Meetings
    Make sure all meetings include a virtual “join” option so that team members can join from wherever they are working. Turn video on so your team can interact face to face, feel more connected, and avoid confusion that can occur when there are no visual cues to help you interpret conversations.
  4. Don’t Forget the Background Blur Tools
    Make sure you are the main focus when using video for meetings and chats. Use the Background Blur so you will appear nice and clear while everything behind you is subtly concealed to avoid embarrassing distractions. Learn how »
  5. Record Your Meetings
    When you start a meeting, hit “record.” Team members who aren’t able to join can watch later or search the automatically generated transcript for important information. That way, people can easily review anything they missed or need to be repeated. Learn how »
  6. Share Your Screen
    Share your screen for easier collaboration and faster decision making. It can help your team feel connected to projects that you’re working on together. Learn how »
  7. Set Your Status Message
    You can set up a status message in Teams so your team and coworkers know what you are up to and when they can reach you. FYI: If you have a status message set in Teams, it will not show your automatic out-of-office reply that you’ve set in Microsoft Outlook. Learn how »
  8. Stay Organized with Planner
    Use Planner as part of your team structure – add it as a tab in Team’s General section. Planner makes it easy for your team to stay organized, assign tasks, and keep track of your progress. Learn how »
  9. Use the New Target Tags
    Avoid typing in everyone’s name in a post with new target tags. Use target tags to message everyone assigned to a specific tag at the same time – simply @mention the tag name in a post. Learn how »
  10. Be Social
    Think about chat messages as your virtual watercooler and set yourself a reminder to check in with people regularly. Use emojis, Gifs, and stickers to help keep the chatter fun and light. Try ice breakers in team chats like what’s everyone’s favorite Netflix show right now.

We understand that every individual and team works differently. But hope the tips from our team helps you stay productive and connected as you adjust to a new way of working.

Additional Resources:
We’ve also rounded up some additional resources to help you get the most out of Microsoft Teams:

Microsoft Teams Video Training

Microsoft’s End User Training for Microsoft Teams

Staying Productive While Working Remotely with Microsoft Teams


Microsoft Teams.

Roundup of Key Microsoft Team Features Announced at Microsoft Ignite

At the Ignite 2018 conference last week, Microsoft revealed that Microsoft Teams is now the fastest growing business app in Microsoft’s history and announced several powerful new capabilities to foster teamwork and collaboration.

As we help more of our clients strategically rollout and adopt Microsoft Teams, it is exciting to learn that many of the new features will help fill the gaps our clients have needed – particularly around security, compliance, and data loss prevention.

According to our Office 365 and Microsoft Teams strategy guru, JoAnna Battin, here are several of the new features and functionalities she says our clients will be happy to see rollout for both their Teams end users and Teams administrators.


New Meeting features:

Our team is particularly excited about the new artificial intelligence (AI) powered meeting features including background blur and meeting recording. Background Blur uses facial detection to blur your background during video meetings, and Meeting Recording allows you to playback recorded meeting content at any time with captions and a searchable, timecoded transcript.

Access your Yammer community via a tab in Teams:

You can include relevant Yammer groups directly in Teams for easy monitoring and engagement by adding them as a tab in any of your team channels. No more going back and forth between Teams and Yammer!

Enrich your private chat experience with screen sharing:

Need to quickly show someone your screen, but don’t have time for a call? You can now share your entire desktop or a specific window directly from a private chat session. You can even let them take control to collaborate on content together.


Enhanced Security & Compliance Features for Messaging:

For organizations with enhanced security and compliance needs, Microsoft is releasing two new secure messaging features. With Image Annotation, users can capture images, annotate, and share them on a secure platform. IT Admins can set policies to prevent images from being stored on a mobile device or local drive. As we mentioned, Priority Notifications will alert a recipient to an urgent message and automatically notify the recipient every two minutes for up to twenty minutes – it is scheduled to roll out by the end of this year to all Teams commercial customers.

Microsoft announced that these capabilities support HIPAA compliance, and enable clinicians to communicate about patients while avoiding the privacy risks that arise when healthcare professionals use consumer chat apps. In addition to the healthcare sector, we are excited to help our clients in other fields use these features to protect their security.

Microsoft Teams Urgent Message Notification.Microsoft Teams Urgent Message Notification.

Data Loss Prevention (DLP) in Teams will enable you to identify, monitor, and automatically protect sensitive information:

With DLP, you can soon create policies directly from the Security and Compliance Center to prevent sensitive information – credit card numbers, social security numbers, or health records – from being shared or leaking unintentionally. Policies will apply to both messages shared in private chat and channel conversations. Files that are shared in channels and private chats will be covered by SharePoint and OneDrive for Business DLP policies. User messages that contain the specified sensitive information will be blocked based on the DLP policy you create with options for the sender to override and send the message and/or report false positives. Stay tuned for more details.

Microsoft Teams SCC Policy configuration.

SCC Policy Configuration

Manage your teams directly from the Admin Center:

According to JoAnna, this is huge! Administrators will have the insights into Teams that they never had before.

A list of all teams in your organization is now available directly in the Microsoft Teams and Skype for Business Admin Center. Simply click on “Teams” in the left navigation and select “Manage Teams” to see this list. From here, you can manage membership, add or remove channels, and change settings. Additionally, you can quickly create a new team, customize it, and add members allowing you to better support your users.

Microsoft Teams Admin Center Manager.

Microsoft Teams Admin Center Manager View

Manage your team membership with dynamic groups:

We are excited about this feature – you can reduce your administrative overhead of adding and removing users by creating teams from Office 365 groups with a dynamic membership rule. For these groups, membership is managed dynamically based on user’s Azure Active Directory (AAD) attributes. Thus, when a user’s AAD attributes change, they will be added or removed automatically from the team based on the dynamic membership rules defined by the administrator. All Office 365 groups can continue to be managed directly from the Azure Admin portal. Teams will support the creation of teams from Dynamic Groups in the coming months. Learn more about dynamic groups here.

Replicate your best Team’s experience with Templates:

Finally, a real template experience!

Have you found a team setup that works best for a type of project or workstyle? You soon will be able to easily create new teams based on best practices and lessons learned by leveraging a new REST endpoint as part of the Microsoft Graph API. With Team Templates, you’ll be able to pre-define a team’s channels, apps, and tabs that can help you easily create consistent teams across your organization. You can also define team settings and auto-favorite channels, allowing your team owners to focus on collaborations rather than spending time setting up the team.

Boost your productivity with a tighter integration between Teams and SharePoint:

You’ll soon be able to enjoy the full capabilities of SharePoint libraries in your file tab with features like creating a custom view and pinning a document to the top. Additionally, you will have the ability to add SharePoint lists and SharePoint Framework web parts as tabs in your team’s channel.

Those new features will provide new ways to aggregate information between SharePoint and Teams.

Read the official Microsoft Teams announcements from Ignite: What’s New in Teams – Ignite Edition

Let us help your organization create a culture of collaboration and teamwork with Office 365 tools including Microsoft Teams, OneDrive, SharePoint, Yammer, and more.
Contact us to learn more »

New Microsoft Teams Features for Meetings

Microsoft Ignite 2018 is underway! There are loads of announcements coming out each day about new capabilities and features in Office 365, SharePoint, Microsoft Teams, Azure, and more. Our team is currently gathering top takeaways – stay tuned for upcoming blog posts!

In the meantime, here are two of my favorite features now available in Microsoft Teams.

Background Blur:

Microsoft Teams now allows video conference participants to blur their background.  The ‘background blur’ feature is possible due to artificial intelligence, which is able to distinguish between a person’s face and their background.  Now, employees can remotely tune into video conferences from almost anywhere – whether at the beach, a coffee shop, or home office – and it’ll go almost entirely undetected.

Meeting Recordings & Transcripts:

Microsoft is putting its machine learning technology to work with a new tool that will automatically generate real-time transcripts of your meetings, as well as captions on recordings. With meeting recording in Teams, you or other invitees who missed the meeting can playback recorded audio, video and content at any time. Pull up a transcript, powered by Microsoft Stream, and search for keywords so you can optimize your time while getting caught up.

We can help your organization create a culture of collaboration and teamwork with Office 365 tools including Microsoft Teams, OneDrive, SharePoint, Yammer, and more.
Contact us to learn how we can help »

Can You Use Microsoft Teams Without an Exchange License?

One of the government clients that I support has selected to use Google as their primary unified communication service. However, they also purchased an Office 365 tenant to use for SharePoint Online, Skype for Business, and OneDrive for Business. The Exchange license is turned off for all of their users. But what about Microsoft Teams? Based on conversations happening today, I can tell that there is already demand for Teams.

But according to the Microsoft roadmap, Teams won’t be available in the Government Cloud until sometime in the 3rd quarter of 2018. Here’s a screenshot:

This made me think about what the Microsoft Teams experience would be like without an Exchange license.

Setting Up a Test

First, I discovered that Teams DOES work without Exchange – and surprisingly well. As a test, I created a user in my Office 365 tenant and disabled their Exchange license.

See below for the settings:


From the End User’s Perspective

As the “Exchange-less” user, I was able to log into Teams (from both the web app and the desktop app) and do the following:

  1. Create a new Teams (both public and private)
  2. Add members to both teams
  3. Manage a Team’s Members, Channels, Settings, and Apps
  4. Participate in Team Conversations, including using @Mentions
  5. View meeting info from a Channel conversation
  6. Participate in a channel meeting
  7. Upload files into a Channel
  8. Update a Wiki
  9. Add Other Tabs in a Channel such as Planner
  10. Create Buckets and assign tasks in Planner
  11. Participate in a Private chat including sending files, and making both a phone and video call
  12. Access files uploaded via private chat and within a team channel via the Files left tab

Here’s what I was not able to do outright or was able to do with partial success:

  1. Schedule a meeting
  2. View Scheduled Meetings via the Meetings left tab
  3. Update my picture
  4. Configure Connectors

Here are some of the screenshots associated with a few of the processes:

That’s it from the end user perspective. So far, I learned that not having Exchange is not much of an issue.

From the Administrator’s Perspective

According to Microsoft, Teams was built to support audit log search, eDiscovery, and legal hold for channels, chats and files as well as mobile application management with Microsoft Intune. These tools reside in the O365 Security and Compliance Portal and provide the following features:

  • Auditing and Reporting
  • Compliance Content Search and eDiscovery

Let’s take a look how those features are affected when the user doesn’t have an Exchange license.

Auditing and Reporting

Audit log searches work on content that was created by accounts without an Exchange license. The following is a screen capture of what Teams activities are audited and can be reported on:

Below is a sample report showing all the Created Team, Deleted Team, and Added Channel activities. The TestUser account is the one without an Exchange license, and as you can see, that user’s activities are still being captured.

Compliance Content Search & eDiscovery

Content Search can be used to search Teams through rich filtering capabilities and exported to a specific container for compliance and litigation support. You can use Content Search to search for content in Microsoft Teams. However, without an Exchange license, you will not be able to search the group mailbox or shared calendar.

Below is an explanation from Microsoft:

“Users who participate in conversations that are part of the Chat list in Microsoft Teams must have an Exchange Online (cloud-based) mailbox in order for you to search chat conversations. That’s because conversations that are part of the Chat list are stored in the cloud-based mailboxes of the chat participants. If a chat participant doesn’t have an Exchange Online mailbox, you won’t be able to search chat conversations. For example, in an Exchange hybrid deployment, users with an on-premises mailbox might be able to participate in conversations that are part of the Chat list in Microsoft Teams. However in this case, content from these conversation aren’t searchable because the users don’t have cloud-based mailboxes.

Conversations that are part of a Microsoft Teams channel are stored in the mailbox that’s associated with the Microsoft Team. Similarly, files that team members share in a channel are stored on the team’s SharePoint site. Therefore, you have to add the Microsoft Team mailbox and SharePoint site as a content location to search conversations and files in a channel.

Alternatively, conversations that are part of the Chat list in Microsoft Teams are stored in the Exchange Online mailbox of the users who participate in the chat. And files that a user shares in Chat conversations are stored in the OneDrive for Business account of the user who shares the file. Therefore, you have to add the individual user mailboxes and OneDrive for Business accounts as content locations to search conversations and files in the Chat list.”


My biggest takeaway from research and testing is that users without an Exchange license can use most of the Teams functionality to collaborate and their activities are included in the audit logs.

However, not all their content will be accessible by the Office 365 Compliance and Search and eDiscovery functionalities.

If your organization is considering implementing Office 365, please contact us to discuss how our team of experts can provide personalized assistance to get your Office 365 platform and related applications deployed as quick and as painless as possible.

About the Author

Dean Virag is currently a consultant and trainer at Xgility. He’s been providing Microsoft SharePoint consulting services and training to a variety of organizations since 2009. Currently, Dean helps manage SharePoint 2010 & 2013 and Office 365 for a large federal government client as well as provides them with process automation consulting, training, and documentation services. 


4 Project Management Applications You Should Be Using Now

According to PWC, more than half of the companies that are unhappy with the project management software say that it is because the software is too expensive.  Are you still using sticky notes or Microsoft Excel to manage projects?  I continue to be surprised that Excel is still one of the most popular project management applications.  If you have not researched your options in the past year or even 6 months, now is the time.

For our customers running SharePoint in their data center, many project managers use Microsoft Project on their desktop and sync with either a SharePoint Project Site Template or Project Server.  The project site template allows project managers to share a Gantt chart, tasks, and documents on a SharePoint web page.  Project server takes project management to a whole new level allowing for true portfolio management, including resource scheduling/allocation, prioritization, time-sheets, and resource leveling across projects.  Our on premises customers have also had success with a 3rd party SharePoint application called BrightWork.

In the past 5 years, we have shifted, along with customers, from waterfall (PMP style) project management to Agile project management, especially when it comes to large software development projects.  At Xgility and with several of our customers, we have used a cloud based application called JIRA.  JIRA has a helpdesk component as well as an Agile cloud based project management software component.  One disadvantage for us is that JIRA is not as tightly integrated with SharePoint, Outlook, and Office 365.  The other disadvantage to JIRA is that we already have Office 365 E5 licenses.

4 Project Management Applications You Should Be Using Now

For customers using the Microsoft cloud, project managers have a new option.  Project managers can continue to use the SharePoint Project Site Template or Project Online (project server in the cloud).

Our team is really excited about a new tool called Office 365 Planner.  Office 365 Planner is based on Office 365 Groups, so you if you have tried out groups, you will notice that your Office 365 Groups will show up under planner.  I believe many customers that like Agile and don’t need true portfolio management will move to this as a project management tool.

4 Project Management Applications You Should Be Using Now 2

Features of planner include reporting, conversations, tasks and subtasks, conversations, OneNote Notebook, and document storage.  As a member, it is easy to track your tasks across multiple projects.  For a demo, check out this link.

We are happy to announce that Microsoft has introduced two new features to planner.  The first is the ability to assign multiple users per task, the second is allowing guest/external user access.

Try out planner and let us know what you think as compared with the other tools we mentioned.  As always, contact us if our team of experts can help your organization become more efficient and effective.



Author:  Kurt Greening

Editor:  Alex Finkel