1. Plan, Deliver, & Operate Microsoft Teams
Workshop for launching Teams in your organization

2. Agenda Introduction to Microsoft Teams
Architecture / current environment
Microsoft Teams client
Microsoft Teams license
Managing Microsoft Teams
Network planning
Security & Compliance
Organize your teams
Change management and adoption
Next steps

3. Attendees Project sponsor Business analyst Project manager
Collaboration IT pro
Networking IT pro
Adoption lead
Support lead

4. Objectives
Gain a deeper knowledge of Teams to enhance your organization’s capabilities to Plan, Deliver, & Operate Teams
Build the foundation of Teams in your organization to allow for unimpeded, organic growth
Start thinking through the Teams journey within your organization

5. Introduction to Teams
Now that all attendees have had a chance to experience Teams for themselves, take them quickly through a formal introduction into what Teams is, and continue to land the messaging around what it can be for their organization. Do not bog down on details, but let the attendees participate in a discussion blending their first experience and messaging from the introduction to Teams. The Speaker notes in the following slides need to customized for the audience based on their prior knowledge with Teams.

6. Chat-based workspace in Office 365
Chat for today’s teams
Communicate in the moment and keep everyone in the know
A hub for teamwork
Give your team quick access to information they need right in
Office 365
Customizable for 
each team
Tailor your workspace to include content and capabilities your team needs every day.
Security teams trust
Get the enterprise-level security and compliance features you expect from Office 365.
Slide objective: Introduce Teams as part of the Office 365 collaboration portfolio
Talking points:
Teams fits in the Office 365 collaboration portfolio by giving teams easy access to the information they need in a dedicated hub for teamwork. Here, people find their team chat, content, people and tools living together in Office 365.
There are four key attributes of Teams that help close-knit teams to perform at their best:
The modern-day chat keeps everyone in the know with chat history, whether across the team or in a private chat
It’s a dedicated hub for teamwork, where people have easy access to everyday apps such as Word, Excel, PowerPoint, websites, and OneNote – the apps teams rely on daily for getting work done
Teams is customizable for the way different teams work, including publicly available APIs and bot frameworks
Lastly, Teams is designed to provide a great collaboration experience while upholding our commitments to safeguard customer and user data, to protect their right to make decisions about that data, and to be transparent about what happens to that data

7. Chat for today’s teams 9/14/2018 1:26 PM
People can see content and chat history anytime
Team chats and activities are visible to the entire team
Use private chats for small group conversations
Mobile access on Android, iOS and Windows Phone
Objective: Land first what Teams is: chat based collaboration for teams
Talking points:
Teams allows teams to communicate in real time and keep everyone in the know at the same time. All team members can see and contribute to the team chat, seeing chat history at any time to recall past discussions and decisions.
You have the flexibility to create private chats for small group conversations with one or many people for when a conversation needs to be taken offline. You stay on top of all of the activity with notifications that alert you when you’ve or when someone replies to a conversation you’re a part of.
You can also receive Skype for Business chat messages on Teams so that you have one place for your team communications.
And of course, you can use Teams across all your devices. We support Teams on Windows, Mac, iOS, Android, Windows Phone, and on the web.
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8. A hub for teamwork 9/14/2018 1:26 PM
Chat, content, people, and tools live in a team workspace
Voice and video meetings right within Teams
Built-in access to SharePoint, OneNote and Planner
Work with Office and other documents right in the app
Objective: Expand Teams value: differentiated with power of Office 365 integration
Talking points:
Not only is Teams the place for your team chat communications, it’s also a hub for your team’s collaboration. You find in a single place the chat conversations with your team, files, and everyday tools.
When you need to talk face to face, you can start a video call from a team chat or private chat. Turn off video if you just want an audio call. You can also join scheduled meetings from Teams to meet within a channel or privately outside the channel.
Because Teams is integrated with Office 365, teams have quick access to the information they need whether they are files shared through SharePoint, notes in OneNote or tasks in Planner. Excel, PowerPoint, Word, PDFs, and other documents can be shared and opened right in the app.
If you can’t immediately find what you need, you can search in Teams for people, files, chats and links. You can move easily between multiple teams so it’s easy to see what’s going on across teams, across channels, across chats. It’s also easy to set up and manage, whether you’re an IT pro or an end user. Because it’s part of Office 365, all of your team members are instantly there.
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9. Customizable for each team
9/14/2018 1:26 PM
Customizable for each team
Create different channels for work streams and topics
Add tabs to frequently used files and cloud services
Get updates from the apps your team uses every day
Customize notifications so you don’t miss important info
Build integrations with developer preview APIs
Objective: Show Teams is also flexible to meet the individual needs of different organizations
Talking points:
Teams gives you the flexibility to create a workspace that fits your teams’ needs.
Create different channels for the team based on work streams or topics.
Add new tabs to a channel for quick access to frequently used documents and cloud services like PowerPoint and Planner. Teams also includes integrations from partners like Zendesk, Asana, and Hootsuite. Tabs are used to surface content in its native format, allowing for rich collaboration in the right context.
Explore data and take quick actions with bots like T-bot. or 3rd party bots like Polly, Meekan and many others.
With more than 70 Office 365 Connectors from services like Twitter, Dynamics CRM Online, VSTS or GitHub, available now, you can send rich notifications right into a channel. These are great for notifying a team about required actions, completed transactions, breaking news, and other real-time updates.
You can stay on top of all of the activity with notifications which alert you to when you’ve or when someone’s replied to a conversation you’re a part of.
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10. Security teams trust 9/14/2018 1:26 PM
Broad compliance standards support: Accessibility, ISO27018/01, SOC 1 and 2, HIPAA, EU Model Clauses & more
Information protection with Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting1
Tier-C Compliant
Data encryption at all times, at-rest and in-transit.
Multi-factor authentication for enhanced identity protection.
Objective: Differentiate Teams through Office 365 platform of security, privacy, transparency and global reach
Talking points:
Office 365 has strong commitments around security, compliance, privacy and transparency. Teams was built using these same principles to deliver an enterprise grade platform.
From the start, Teams was architected with compliance, authentication and privacy in mind. Teams will have compliance built-in, with support for industry standards including grade b accessibility, ISO and 27018, SOC 1 and SOC 2, HIPAA, EU Model Clauses and more. We’ve recently added information features that you’ve come to expect from Office 365 apps and services– Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting. These features help you control sensitive information if your business has specific security requirements for content security and data use.
Teams protects team data securely using strong security measures including two factor authentication, hard passwords and access policies. Your data is always encrypted, whether it is chat, notes or files.
It’s your data, you own it, you control it. Microsoft does not mine customer data for advertising purposes and we safeguard customer data with strong contractual commitments.
In keeping with our commitment to provide customers the utmost transparency, customers can see uptime, the location of their data, and detailed reports of how Office 365 controls map to the security, privacy, compliance and risk management controls defined in the Cloud Security Alliance Cloud Control Matrix (CSA CCM).
Teams is enterprise grade, with support in 18 languages across 181 markets and 6 data centers worldwide, a 99.9% financially backed SLA and 24/7 support.
1 Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting are in E3 and above suites.
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11. Meet Microsoft Teams Speaker notes:
The workshop leader should stop the presentation at this point.
Request a volunteer to share their screen and be the driver for the rest of the audience in the room.
Lead a conversation that walks attendees through the checklist on the following slides. The audience should not see the checklist. They should just participate by actually using Teams.
After the checklist is completed and the audience has had their first experience with Teams, you can return to the workshop to complete a deeper dive.
Note: If the organization is brand new to Office 365 and has not enabled any other Office 365 workloads, some pre-work may be needed. The presenter will know this from the completed pre-engagement questionnaire, and this workshop should have been modified to account for any prerequisites.
Run through the environmental checklist ahead of time, to be sure you understand your environment limitations before you do a live walkthrough.
*****
Alternative workshop order:
If workshop attendees are familiar with Teams, it may be beneficial to hide slides 9-12.
This will allow you as the workshop lead to skip the introduction and engage the attendees in a live working session with the product.
The decision on where to execute this portion of the workshop should be made prior to the workshop starting, if possible.

12. Office 365: Supporting the unique workstyle of every group
9/14/2018 1:26 PM
Office 365: Supporting the unique workstyle of every group
Chat-based Workspace
Teams
Mail & Calendar
Outlook
Voice, Video & Meetings
Skype
Sites & Content Management
SharePoint and OneDrive for Business
Enterprise Social
Yammer
Complete Collaboration Solution Office 365 addresses the breadth of collaboration needs across organization
Integrated Experiences Office 365 Groups and Graph enable integrated experiences that facilitate effective collaboration
Security and Compliance Office 365 provides the security, compliance and manageability required in today’s workplace
Objective: Customers can use the different tools across the Office 365 suite to get their job done.
Talking points:
Office 365 is the culmination of everything we have learned in more than 40 years of pushing the boundaries of what’s possible in business productivity. Each application has been road-tested and validated by our customers and the industry.
With Office 365, you can equip your whole organization with a robust collaboration solution that meets the needs of diverse groups. Whether that’s generational, geographical, functional or simply workstyle diversity.
Below are some details of the different tools customers can use:
Teams:  
Leveraged by users & teams who are looking to collaborate in real time with the same group of people
Teams looking to iterate quickly on a project while sharing files & collaborating on shared deliverables
Users looking to connect a wide range of tools into their workspace (such as Planner, Power BI, GitHub, etc.)
Outlook:
Leveraged by users looking to communicate in more formal, structured manner
Specific business processes that require usage to transmit documents & information inside and outside corporate boundaries
Communicating & connecting with users who are outside of immediate workgroup or organization
Low frequency interactions that do not require immediate action
Skype for Business:
Organizations looking for real time communication and collaboration both internally with immediate team, outside of immediate team and externally with customers/partners
Meetings with audio, video and content with small or large teams (including Town Halls with up to 10,000 participants)
Enterprise telephony functionality
SharePoint Online:
Use for company, organizational intranet sites with curated content
Deploy project information sites that are public to your entire organization
Implement business process automation on libraries and lists of information by integrating Flow, PowerApps and other automation tools
 Land Teams first then move this section down later in Plan
Yammer:
Leveraged to help connect users across the organization share best practices or participate in a community of practice
Enterprise social network to connect one to many and crowdsource ideas and topics
Customers looking to foster two way conversations between leadership and staff
Office 365 Groups
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13. Architecture and Current Environment
Ideally, your attendees have already participated in their first Teams experience earlier in the workshop. If so, performing a Readiness Check might seem very out of place at this point in the workshop.
Assuming the pre-engagement questionnaire has been completed prior to the workshop, the workshop leader will already know the current environment and will be able to address any impact to Teams from that current state.

14. 9/14/2018 1:26 PM
Architecture
Teams is built on existing Microsoft technologies woven together by Office 365 Groups.
Powered by the Microsoft cloud, organizations can expect excellent performance and reliability when leveraging Teams as part of their collaboration story.
Speaker notes:
The important piece of information to land with the attendees is that Teams is integrated with existing Office 365 workloads, enhancing end users’ collaborative capabilities while leveraging existing services they are already (likely) very familiar with. Teams is built on the reliability and performance of Office 365.
From an IT Pro perspective, there is no infrastructure to manage for Teams.
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15. Environment Checklist
9/14/2018 1:26 PM
Environment Checklist
Question
Answer
Has your organization already deployed other Office 365 workloads?
(Exchange Online, SharePoint Online, Skype for Business Online, etc.)
Has your organization configured a verified domain for Office 365?
If yes, please include the verified domain(s) in your answer.
Does your organization synchronize identities to Azure Active Directory?
How is Exchange deployed in your organization?
(Exchange Online, Exchange Hybrid, Exchange On-premises, Not Deployed)
How is SharePoint deployed in your organization?
(SharePoint Online, SharePoint Hybrid, SharePoint On-premises, Not Deployed)
How is Skype for Business deployed in your organization?
(Skype for Business Online, Skype for Business Hybrid, Skype for Business On-premises, Not Deployed)
What Office 365 subscriptions (licenses) does your organization currently use?
Speaker notes:
Ideally the attendees have provided the answers to these questions prior to the workshop.
If so, you should have already modified the rest of the workshop based on the relevance of the material to the workshop attendees.
For the full Microsoft Teams experience, every user should be enabled for Exchange Online, SharePoint Online, and Office 365 Group creation.
If not, use this time to collect the answers to the current environment questions, and navigate the workshop dynamically as needed.
For example, if the workshop attendees are 100% Exchange Online, there may be no reason to cover the Exchange Matrix on the next slide in detail.
NOTE: If an organization has not already set up Office 365, added one or more verified domains, and configured directory synchronization, those topics will need to be addressed. Those items are out of scope for this workshop and included in the checklist only for verification.
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16. Exchange Actions supported: User's mailbox is hosted in:
9/14/2018 1:26 PM
Exchange
Actions supported:
User's mailbox is hosted in:
Team and Channel Management
Create and view meetings
Modify user profile picture
Add and configure connectors
Add and configure tabs & bots
Info Protection (eDiscovery)
Exchange Online
Yes
Exchange on-premises (Sync to Azure AD required)
Yes* No
Speaker notes:
If the organization participating in the workshop has users with Exchange mailboxes homed on-premises, make sure they understand this impact to those users (highlighted above).
As teams chat storage leverages exchange, exchange on prem users will not be able to leverage eDiscovery for teams.
*Exchange 2016 Cumulative Update 3 and above supported
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17. SharePoint SharePoint Online is a required component for Teams.
9/14/2018 1:26 PM
SharePoint
SharePoint Online is a required component for Teams.
If you don't have SharePoint Online enabled in your tenant, Teams users are not always able to share files in teams.
Users in private chat will not be able to share files because OneDrive for Business is required for that functionality.
Speaker notes:
If the organization participating in the workshop has SharePoint On-premises or Hybrid, be clear to explain that Teams requires SharePoint Online and will only leverage SharePoint Online.
OneDrive for Business license is tied to the SharePoint license
To learn more, visit our doc set at
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18. Office 365 Groups
When you create a team in Microsoft Teams, on the backend, you’re creating an Office 365 Group
Existing groups can be transitioned into teams
Restricting team creation can be accomplished through group creation policies
When you create a Microsoft Team, on the backend, you’re creating an Office 365 Group
If the person creating the Team is an owner of an existing Office 365 Public or Private Group, they can add Teams functionality to the Group. When looking at enhancing a public Office 365 Group, users can do that if the number of members is equal to or less than 2500.
To learn how to use PowerShell to control the permissions, and the types of licenses that are required to take advantage of these features, see [Manage who can create Office 365 Groups](
Team management
The Team Naming convention feature provided by Groups is in private preview, and will be available soon in public preview. To learn more about this feature, see [Office 365 Groups naming policy](
Prevent Teams from showing up in the global address list (GAL). To learn more, see "Hide Office 365 Groups from GAL" in [Manage Office 365 Groups with PowerShell](
Manage Team\Group Expiration policies. To learn more, see [Office 365 Group Expiration Policy](

19. 9/14/2018 1:26 PM
Skype for Business
Interoperability between Teams and Skype for Business is currently available for peer to peer (P2P) instant messaging and calling only.
For a Teams user to send an IM to a Skype for Business user, the Teams user must be enabled with their account homed in Skype for Business Online.
Incoming Skype for Business messages and calls can be responded to on the Teams client
Speaker notes:
If the organization participating in the workshop uses Skype for Business today, it’s important to land the fact that currently, interoperability is only for P2P IM and calling.
To help IT pros manage the adoption of Teams, we've added a new Teams interop policy, managed through a Skype for Business remote Windows PowerShell session using *-CsTeamsInteropPolicy cmdlets. Use this policy to configure Teams the way you need it to work in your organization. Learn more at:
If they are not using Skype for Business, it is recommended to hide this slide.
There is no integration for Presence, Video or Content Sharing yet. Teams clients sign in to both Teams backend services and Skype for Business services (dual-stack approach)
Currently from Teams, users can search for other users within their organization who are currently enabled for Skype for Business and have not used Teams yet to conduct instant messaging chat sessions or voice calls.
Users on Skype for Business will be able to reply to the instant messages and calls.
Incoming messages from Skype for Business will also be shown on the Teams client.
IM and Calling Interop only work if the user’s Skype for Business account is homed on Skype for Business Online
End user can disable Skype for Business interoperability in Teams. Admins can also control this via PowerShell using *-CsTeamsInteropPolicy cmdlets.
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20. 9/14/2018 1:26 PM
URLs and Media Stack
Teams also provides a calling and meetings experience built on the next-generation, cloud based infrastructure
These technology investments include Azure-based cloud services for media processing and signaling, H.264 video codec, SILK and Opus audio codec, network resiliency, telemetry and quality diagnostics
Speaker notes:
To complement Teams capability as a persistent chat board where informal, real-time, conversations around very focused topics or specific sub-groups within the group take place, Teams also supports real time conversations.
Given that Skype (Consumer), Skype for Business, and Teams are all being built to leverage the next-generation calling infrastructure, you may see Teams connecting to what appear to be Skype (Consumer) based URLs or IP addresses. The reality is that Teams, Skype (Consumer) and Skype for Business are all leveraging new technology built to appropriately support each service.
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21. Microsoft Teams Clients

22. Clients for Microsoft Teams
Web
Desktop
Mobile
Full-functioned chat client that can be used from a variety of browsers.
Doesn’t yet support conferencing.
Provides support for audio, video, and content sharing for team meetings, group calling, and private one-on-one or private multi-party calls.
Geared at users participating in chat-based conversations while on the go , and currently allows users to have peer-to-peer audio call.
Teams has clients available for web, desktop, and mobile
Web:
Browser must also be configured to allow third party cookies.
Desktop:
Both 32- and 64-bit available for Windows – will match the architecture of the OS. This is agnostic of the Office version
Admin rights are not required on Windows, but are required on a Mac
Desktop clients can be downloaded and installed by end users directly from
Admins can also download the installer and distribute it through client distribution tools such as System Center Configuration Manager (Windows) or Casper Suite (MacOS).
Note: this is only for the initial install, updates will still be done automatically
Mobile:
Mobile apps are distributed and updated through the respective mobile platform’s app store only, and are not available to be distributed directly through MDM (mobile device management) solutions or side-loaded.

23. Platform Requirements
Web
Desktop
Mobile
Edge: 12+
Internet Explorer: 11+
Chrome: 51.0+
Firefox: 47.0+
Safari (coming soon)
Windows 7+ (7, 8, 8.1, 10)
Both 32 & 64 bit available
Mac OSX
Android 4.4+
iOS (iPhone and iPad) 10+
Windows Phone
The Web client will perform browser version detection upon connecting to
Unsupported version of browsers will be blocked. Teams will recommend that the user download the desktop client or mobile app.

24. Plan Teams Clients
Are there any restrictions preventing users from installing the appropriate Teams client on their devices?
What are the preferred methods chosen to deploy Teams?
Discuss among workshop participants the decisions to be made about planning Teams clients for the organization
Document the decisions for each question on this slide
Note: Admin rights are not required for PC client installation but are required for installation on a Mac.

25. Microsoft Teams Licensing

26. Microsoft Teams Licensing Requirements
Business Essentials
Enterprise E1
Education
Enterprise E3
Education Plus
Business Premium
Enterprise E4 (retired)
Education E3 (retired)
Teams is intentionally available on the majority of SKUs available with Office 365, the goal is to allow all of your users to get started using Teams with the licenses they have today!
Core functionalities (chat-based workspace, and meetings with audio, video, and content group calling) of Teams are available to all supported subscription plans
All supported subscription plans are eligible for access to Teams’ Web client, desktop clients, and mobile apps
Information protection (security and compliance) requirements may dictate the appropriate subscription plans needed to implement not only Teams, but also the overall Office 365 solution for the organization
Teams is also available for non-profit organizations.
Government and licensing is not currently supported, but are being investigated for future support.
Enterprise E5
Education E5

27. Microsoft Teams License Assignment
By default, the Microsoft Teams license is enabled for all users assigned with the eligible Office 365 subscriptions
At the user-level, access to Teams can be enabled of disabled on a per user basis by assigning or removing the Teams product license
Teams license is automatically enabled when a user is assigned with a supported Office 365 subscription plan license
Microsoft recommends that you leave the license enabled for all users.
If your organization is looking to pilot Teams, it is still recommended to leave the license on for all users, however only notify the set of pilot users about the ability to leverage Teams.
If you still feel the need to restrict to a set of users, leverage the existing PowerShell guidance on how to enable/disable per workload licenses per user (

28. Organizing Teams
Before going down the path of technical implementation details of Teams, let’s first understand how Teams are organized.

29. Structure
Teams
Collection of people, content, and tools surrounding different projects
Channels
Dedicated sections within a team to keep conversations organized
Places where everyone on the team can have open conversations
Can be extended with Tabs, Connectors and Bots
Organization
All teams created by employees in your organization are associated with your Office 365 tenant. You can designate all employees or a subset of employees with the ability to create teams, using Office 365 Groups.   
Team
A team is designed to bring together a group of people that work closely to get things done. Teams can be dynamic for project-based work (e.g., launching a product, creating a digital war room), as well as ongoing, to reflect the internal structure of your organization (e.g., departments and office locations). Conversations, files and notes across team channels are only visible to members of the team.
Channel
A channel helps organize the team’s conversations, content and tools around a specific topic. Channels can be organized by topic (events), discipline (design), project (launch) or just for fun (fun stuff). Team owners can create channels and enable team members to create channels, as needed. Tabs along the top of a channel enable teams to keep files, notes, and customized content such as Power BI metrics, business goals on a Word document, or organizational chart on a PowerPoint slide. This content is then easily accessible to everyone on the team. Additional connectors to 3rd-party applications can be customized at the channel level to bring in data from everyday tools such as Trello, Asana, GitHub, and more.

30. Memberships and Roles
Team owners are able to invite anyone in the organization they work
Three roles in Teams:
Owner: person who creates the team or assigned the role. Responsible for managing team-wide settings and membership, including invitations
Team member: the people that have been invited to join the team
Guests: Office 365 users who are outside of your tenant can be added to the team by team owners (more aka.ms/guestaccesshelp)
Guests must have an AAD identity. With support for MSA identities coming soon.

31. Guest access
Guest access is a tenant-level setting in Teams and is turned off by default
Once enabled, a team owner in Teams can add and manage guests in their teams via the web or desktop.
Only Azure Active Directory or Office 365 work or school account are supported at the moment
Tenant admins must go an enable guest access for Microsoft Teams. Learn more here:
Team owners can add guests and modify the display name if that guest is being added to the tenant for the first time:
Doc:
Video:
Guests with MSA addresses is a feature that will soon be supported.

32. Guest access (continued)
The following diagram shows how guest access authorization dependency is granted and integrated between Azure Active Directory, Microsoft Teams, and Office 365.
To satisfy your organization’s requirements, you can manage Microsoft Teams guest access features and capabilities through four different levels of authorization. All the authorization levels apply to your Office 365 tenant. Each authorization level controls the guest experience as shown below:
Azure Active Directory: Guest access in Microsoft Teams relies on the Azure AD business-to-business (B2B) platform. Controls the guest experience at the directory, tenant, and application level.
Microsoft Teams: Controls Microsoft Teams only.
Office 365 Groups: Controls the guest experience in Office 365 Groups and Microsoft Teams.
SharePoint Online and OneDrive for Business: Controls the guest experience in SharePoint Online, OneDrive for Business, Office 365 Groups, and Microsoft Teams.
These different authorization levels provide you with flexibility in how you set up guest access for your organization. For example, if you don’t want to allow guest users in your Microsoft Teams organization, just turn off guest access in Microsoft Teams. Another example: You could enable guest access at the AAD, Teams, and Groups levels, but then disable guest users' addition on selected teams that match one or more criteria such as data classification equals confidential. And, perhaps you don’t use Office 365 Groups. SharePoint Online and OneDrive for Business have their own guest access settings that don't rely on Office 365 Groups.
Note
Learn more:

33. Memberships and Roles (cont.)
Team Owner
Team Member
Team Guests
Create team  -
Leave team
Edit team name/description
Delete team
Add channel *
Edit channel name/description
Delete channel
Add members
**
Add tabs
Add connectors
Add bots
Tabs, Bots and Connectors can be controlled at a tenant level and if turned off, will not show up for the individual teams.
All permissions are set on a per team basis.
* Can be restricted through Team settings by the owner
** After adding a member to a team, an Owner can also promote a Member to Owner status. It is also possible for an Owner to demote their own status to a Member
Guests cannot be made Team Owners
* Can be restricted through Teams settings by the owner

34. Teams and channels setup: Example 1
Sales
Public Relations
Event Planning
Product Team
Example channels that can be created
Annual sales Meeting
Quarterly business review
Monthly sales Pipeline review
Sales playbook
Press releases
News and updates
Fact checking
Marketing
Logistics and scheduling
Venue
Budget
Strategy
Operations
Insights
Service and support
Example tabs, connectors, and
bots that can be added
Power BI
Trello
CRM
Summarize Bot
RSS feed
Twitter
Facebook
Planner
PDF
OneNote
Team services
Example of Teams and Channels setup based on different organizations.
Remember, Teams is great at breaking down organizational silos and promoting cross-functional teams.
The product team above is an example of a cross-organization/cross-department team to show how Teams helps to break out of organization silos.
As you think through how Teams will be implemented in your organization, remember that you can provide guidance to your organization on how to structure their teams; however, users control how they self-organize. These examples help teams start thinking through the possibilities.

35. Implementation Phases
Gather your team – stakeholders, champions & early adopters
Prioritize business scenarios
Complete technical planning
(network, security, mobile support & deployment)
Complete pilots and broad onboarding
Measure, manage, & drive adoption
For Office 365 and Teams
Now that we have better understanding of teams all up, let’s get into the specifics of how we will roll this out for your organization.
A typical Teams journey may take the following form:
Download the Practical Guidance for Teams Quick Start & Planning Guide to gather greater details for the 5 steps on this slide.
Step One: Get your people together
Step Two: Prioritize your business scenarios
Step Three: Complete Technical Planning
Step Four: Conduct pilots and deploy Teams
Step Five: Measure usage, manage satisfaction, and drive adoption
Change Management is a crucial part of this journey and we will cover it later on in this presentation
During the journey, one of the first uses of Teams in your environment will be the IT pilot. You may also consider leveraging this pilot to help your team engage with the planning, delivery and operation of Teams and outreach to the business users.
Drive Value
Envision
Onboard
Continuous Adoption & Success Measurement

36. Teams and Channels Setup: Example 2
Team Name
Channels
Tabs/connectors/bots
Get Teams Deployed
Owners: Project Manager, Collaboration IT Pro
Members: Project Sponsor, Business Analyst, Project Manager, Collaboration IT Pro, Networking IT Pro, Adoption Lead, Support Lead
Planning and Readiness for Teams
Adoption
Rollout
Support
Insights
Link to Teams web page
Shared OneNote
Here is an example of a team you can set up as part of your IT Pilot which will help you Get Teams Deployed within your organization.
Use the table in the subsequent slide to populate the decisions of how you would like to kick off.

37. Organize Your Teams
What initial teams and channels do you want to create for your IT Pilot?
What team members do you want to add to each team and channel?
Discuss among workshop participants the initial team structure for their IT Pilot to be established for the organization as part of Get Teams Deployed activity.
Use the table in the subsequent slide to populate the decisions.
Ensure to emphasize not to try and create all of the teams for your organization. This is primarily to pilot/seed ideas and have others go and create their own teams that work for them.

38. Organize Your Teams (template)
Team Name
Description
Owners
Members
Channels
Privacy
Populate the table with the decisions made from the discussion on organizing Teams structure

39. Managing Teams

40. Service Administration
Administration of Teams is lightweight and removes the burden of management from IT administrators and IT Pros.
After licensing users for Microsoft Teams, and determining if there are any features or functionality that your organization needs or wants to limit, Teams should be allowed to grow organically, lead by empowered users enhancing how they collaborate and get things done.
PowerShell Cmdlets for team creation and management are now in preview.
Speaker notes:
Make sure to inform the attendees of the following specifics:
Teams does not have any custom RBAC roles in the Office 365 Administrator roles
At the tenant-level, Teams can be enabled or disabled for an entire license type using an on/off slider available in Office 365 Admin center*
Features available to all Teams users within the tenant can be configured from the Office 365 Admin center
Owners and members of teams should be managed from Teams clients
PowerShell commandlets are in preview.
Download link:
*Will be removed soon, license management will need to be managed as all other Office 365 workloads

41. Service Administration (cont.)
Admins have multiple settings that can be enabled or disabled at the tenant level.
With Teams enabled for the tenant, any user that is also enabled for Teams will inherit the settings from the tenant level.
Speaker notes:
Share the various tenant-level feature controls that are available. Encourage the organization to proceed with all default options, unless there are genuine business requirements to limit features and functionality.
See full help article here:
* The license level on/off switch is only temporary and will go away. Turning Teams on/off should always been controlled by individual user licensing assignment. The license selector is where you manage guest access controls as well.
By default all settings, except for side-loading bots will be enabled by default
Tenant-Wide Settings
General
Show organization chart in personal profile
Use Skype for Business for recipients who don’t have Teams
Allow T-Bot proactive help messages
Integration
Allow users to send s to channels
Bots & Tabs
Allow Default Apps (From Microsoft)
Allow external apps in Microsoft Teams
Allow sideloading of external apps, if disabled you can select which external apps to allow
Enable new external apps by default
Custom Cloud Storage
Allow Box
Allow Dropbox
Allow Google drive
Allow ShareFile
Settings by user/License Type
Turn Microsoft Teams on or off for all users of this type (temporary switch, the follow set of settings manages users by license type)
Teams & Channels
Use the Groups dashboard in the Office 365 admin center to manage teams
After a team is created, anyone on the team can add or manage a channel
Calls & Meetings
Allow scheduling for private meeting
Allow ad-hoc channel meetup
Allow scheduling for channel meeting
Allow video in meetings
Allow screen sharing in meetings
Allow private calling
Messaging
Enable Giphy so users can add gifs to conversations
Content rating
Enable memes that users can edit and add to the conversations
Enable stickers that users can edit and add to conversations
Allow owners to delete all messages
Allow users to edit their own messages
Allow users to delete their own messages
Allow private chat conversations

42. Team Management
Managing teams should be handled through the Teams client
Any Teams-enabled user with permissions to create an Office 365 Group can create a new team and will become owner for that team
By default, all users with a mailbox in Exchange Online have the ability to create Office 365 Groups
Speaker notes:
Be very clear that while management of Office 365 Group members and owners can technically still be performed via the Office 365 Groups area of the Admin portal, that is not the recommended approach. Once a team exists, all management of that team should be performed via a Teams client.

43. Teams and channels administration
Customization
Change picture
Member permissions
Channel actions:
Create and update channels
Delete and restore channels
Add and remove apps
Create, update, and remove tabs
Create, update, and delete connectors
Owners can delete all messages
Everyone can delete their messages
Everyone can edit their messages
Restrict General Channel messaging
Feature settings
@Team mentions: name] mentions. This will notify everyone in the team.
@Team mentions: or @[channel name] mentions. This will notify members who’ve favorited that channel
Giphy, stickers, and memes
Giphy: Enable Giphy for this team
Giphy: Set the content rating for Giphy
Stickers and memes: Enable stickers and memes
Memes: Allow memes to be uploaded
Guest Permissions
Channel actions: Allow creating and updating channels
Channel actions: Allow guests to delete channels
Speaker notes:
Be clear that tenant-level settings supersede teams level settings. If an organization disables feature functionality at the tenant level, that feature won’t be available to teams and channels.
Unless business requirements dictate the limitation of certain features and functionality, we recommend leaving those capabilities enabled and at the discretion of team owners.
Note: Features available to all team members must be configured at the team level

44. Managing Microsoft Teams
Question
Answer
What’s your organization’s plan for onboarding Teams across the organization?
☐ Pilot
☐ Open
Which Teams settings will your organization turn on or turn off?
Will all Teams users be able to create teams (recommended)?
☐ Yes
☐ No
Speaker notes:
Discuss among workshop participants the decisions to be made on managing Teams
Document the decisions for each question on this slide and document the organizational settings for Teams on the following slide
Remind the attendees of the Teams Journey slide:
Technical and Legal Evaluation (already started with this workshop)
Assess/Prepare (already started with this workshop)
IT Pilot (don’t forget that you already have a v-team pilot from creating the team earlier in this workshop)
Business Pilot
Rollout
Pilot:
Next Steps:
If onboarding via a closed Pilot, decide if you would like to do so via licensing, or targeted communication.
Depending on decision, take steps to make sure only Pilot users who are allowed to access Teams (if needed).
Document the guidelines for which users who will (or will not) have access to Teams below.
Create Teams:
Modify the default permissions for who can create Office 365 Groups if you need to limit who can create teams.

45. Network Planning

46. Microsoft Teams Network Traffic
Teams combines three forms of traffic:
Data between the Office 365 online environment and external data sources with the Teams client (signalling, presence, chat, file upload and download, and tabs, connectors, and bots connections)
Peer to peer real time communications traffic (audio, video, desktop sharing)
Conferencing real time communications traffic (audio, video, desktop sharing)
To ensure optimal flow, traffic must be allowed to flow both between network sites and Office 365, as well as between the internal network segments (e.g. between sites over the WAN)
If your organization restricts computers on your network from connecting to the Internet, be sure to whitelist the required Office 365 URLs and IP address ranges.
Speaker notes:
When presenting this slide, if Internet access is available, click the link and review the network requirements for Teams
Explain the preference of UDP traffic and why that is preferred for real time media over TCP.
If needed, the 3 upcoming slides show the call flow data for different scenarios.

47. Microsoft Teams MyAdvisor
Microsoft has created a dedicated site for calculating the potential impact of Teams traffic on your LAN, WAN and Internet segments.
Please see the Network Planner at for more details
Speaker notes:
Drive the discussion on bandwidth calculations by leveraging the information shared at
Take the opportunity to do some specific calculations for the attendees of the workshop, to get an initial understanding of what network impact that can expect from Teams.
If needed, leverage the next set of hidden slides to dive into the bandwidth requirements.

48. Optimal Network Metrics Requirements
Value
Client to Microsoft Edge
Customer Edge to Microsoft Edge
Latency (one way)
< 50 ms
< 30 ms
Latency (RTT or round-trip time)
< 100 ms
< 60 ms
Burst packet loss
<10% during any 200-ms interval
<1% during any 200-ms interval
Packet loss
<1% during any 15-sec interval
<0.1% during any 15-sec interval
Packet inter-arrival Jitter
<30 ms during any 15-sec interval
<15ms during any 15-sec interval
Packet reorder
<0.05% out-of-order packets
<0.01% out-of-order packets
These metrics cover two network segments Client to Microsoft Edge and the subsection of Customer Edge to Microsoft Edge, the next slide covers the Network Readiness Assessment and tooling that you can use to understand if you meet these metrics.
For more details please see here:

49. Network Assessment
Ensure all required URLs and IP addresses are allowed, and the network performance metrics are meeting the requirements for real time media
Conduct network assessment on each site using Skype for Business Network Assessment Tool
Additional documentation on Network Assessment can be referenced from Network Readiness Assessment
To test both network segments (Client to Microsoft Edge and Customer Edge to Microsoft Edge) the Microsoft Network Assessment Tool can be used (source:
This tool can be deployed on both the client PC directly, as well as a PC/laptop connected to the Customer Network Edge.
The tool includes limited documentation, but a deeper documentation around the usage of the tool can be found here: Network Readiness Assessment
By running this Network Readiness Assessment, you can validate your networks readiness to run real time media applications, such as Teams.
Note: this is the same Network Readiness Assessment that is recommended to be run for customers who are looking to successfully deploy Skype for Business.

50. Network Planning
Have you evaluated your network capabilities for supporting real time media (audio, video, sharing)?
If your network hasn’t been properly assessed, or you know it will not support real time media, will you disable video and screen sharing capabilities to reduce network impact and poor Teams experiences?
Discuss among workshop participants the decisions to be made on network planning for Teams
Document the decisions for each question on this slide
Next Steps:
Network Quality Unknown: Follow the Network Readiness Assessment guidance to determine if your network is ready for Real Time Media.
Network Quality Poor: Perform network remediation steps to provide a proper environment for high quality Real Time Media.
Network Satisfactory: Ensure all IP addresses and ports are properly accessible.

51. Security and Compliance

52. Security - Authentication
Microsoft Teams leverages common Office 365 authentication schemes
Cloud Identity
Synchronized Identity
Federated
Modern authentication including multi-factor authentication (MFA)
Teams is built on Office 365 and leverages the rich authentication options offered by the platform including aligning with existing Office 365 Azure Active Directory authentication policies. 3 authentication schemes are available. Those being, Cloud Identity, Synchronized Identity and Federated Identify.
Cloud Identity represents users being homed in Azure Active Directory.
Synchronized Identity is on-premises accounts sync’d to the cloud via Azure Active Directory Sync with Password sync. Authentication still occurs in the cloud.
Federated Identity represents having an ADFS deployment where access to Office 365 services will redirect to the ADFS deployment for on-premises authentication and authorization.
Additionally, MFA, smart card, and certificate-based authentication are supported via Active Directory Authentication Language (ADAL) integration. Depending on the Authentication scheme selection, there are different MFA features available.
Cloud Only
Phone Call
Text Messages
Mobile App Notification
Mobile App Verification Code
Hybrid Setup
MFA for Office 365
Azure MFA module (ADFS integrated)
Physical or virtual smart card (ADFS integrated)

53. Compliance Features for Microsoft Teams
Auditing and Reporting
Teams activities/events are available through Audit Log Search.
Compliance Content Search
Content Search can be used to search Teams through rich filtering capabilities and exported to a specific container for compliance and litigation support (with or without an eDiscovery case).
Auditing/reporting:
Needs to be turned on at a tenant level in order for logs to be available (it will take up to 24 hours after turning this on for the logs to appear).
The following are examples of events captured:
Team Creation
Team Deletion
Added Channel
Changed Setting
The complete event list across Office 365 is quite extensive and can be found here
Content Search
OneNote is only covered through content search.
Content Search and eDiscovery do not require enablement within the Security and Compliance center.
- To learn more of how to leverage these services, see the appropriate sections below (Content Search and

54. Compliance Features for Microsoft Teams (cont.)
eDiscovery
Electronic aspect of identifying, collecting and producing electronically stored information (ESI) in response to a request for production in a law suit or investigation
Capabilities include case management, preservation, search, analysis and export of Teams data (chat, messaging, and file data)
Capability
In-place eDiscovery
Advanced eDiscovery
Case Management 
Access Control
Content Searches
Hold(s)
Export
Duplication Detection -
Relevance Searches with Machine Learning
Unstructured Data Analysis
Customers can leverage in-place eDiscovery or Advanced eDiscovery.
As Teams does leverage Exchange mailboxes to store chat, eDiscovery for Teams is limited to online mailboxes.

55. Compliance Features for Microsoft Teams (cont.)
Legal Hold
When any team within Teams is put on In-Place Hold or Litigation Hold, the hold is placed on the groups mailbox
Generally applied within the context of an eDiscovery case
Reference typical exchange behaviour

56. Licensing Map Compliance Capability Office 365 Business Essentials
Office 365 Business Premium
Office 365 Enterprise E1
Office 365 Enterprise E3/E4
Office 365 Enterprise E5
Archive - 
In-Place eDiscovery
Advanced eDiscovery
Legal Hold
Compliance Content Search
Auditing and Reporting
Conditional Access*
When it comes to the information protection capabilities, Office 365 subscriptions and the associated standalone licenses will determine the available feature set.
Additionally, Microsoft is considering providing the following security features for Teams. Once available, guidance will be provided on how customers can leverage the features:
Tenant-specific retention Policy
Data loss prevention (DLP)
Customer Lockbox
Right Management
*Conditional Access requires additional licenses

57. eDiscovery Example
Teams data will appear as IM or Conversations in the Excel output, or you can mount the .PST in Outlook.
All conversations are kept in the Team Chat folder under Conversation History. The title of the message aligns to Team and Channel.
To see private chats in a user’s Mailbox, they are also located inside the Team Chat folder under Conversation History.
Speaker notes:
To conduct an eDiscovery investigation with Teams content, review this link:
Teams data will appear as IM or Conversations in the Excel output or you can mount the .PST in Outlook.
When mounting the .PST for the Team, note that all conversations are kept in the Team Chat folder under Conversation History. The title of the message aligns to Team and Channel. From reviewing the image below, you can see this message from Bob who messaged the Project 7 channel of the Manufacturing Specs team.
To see private chats in a user’s Mailbox, they are also located inside the Team Chat folder under Conversation History.
From reviewing the image in the example, you can see this message from Bob who messaged the Project 7 channel of the Manufacturing Specs team.

58. Content Search Example
Content Search provides an ad-hoc way to query Teams information spanning Exchange, SharePoint and OneDrive for Business.
Speaker notes:
For more information on how to use Content Search, review this link:
In the example, we created a new Content Search. Then, we selected the Manufacturing Specs mailbox and Manufacturing Specs SharePoint site. This allows us to search against Channel chats from Exchange, File uploads/modifications from SharePoint and OneNote changes as well.
You can also add query criteria to the Content Search to narrow down the results returned. For example, below we wanted to search both Exchange and SharePoint locations for the Manufacturing Specs team to look for content where the keywords “New Factory Specs” were used.
After adding search conditions should you choose to, you can then export a report or the data to your computer for analysis.

59. Location of data in Microsoft Teams
Data in Teams resides in the region based on tenant affinity. Currently, Teams supports the Americas, EMEA, and APAC regions.
As of November 1, 2017, Teams offers data residency in the United Kingdom for new tenants only.
For more information, see the Teams tech community blog post about the launch of UK data residency.
Speaker notes:
Data is hosted in regional data centers at rest.
Nov 1st UK GoLocal was enabled for new tenants. A new tenant is defined as any tenant that hasn’t had a single user from the tenant sign in to Teams.
Full blog post about UK GoLocal can be found here:
We are working out how to migrate existing UK users who are interested in GoLocal. Stay tuned to the roadmap for dates.
Note: Existing tenants from the UK will continue to remain in EMEA, until a migration plan is published (which is anticipated in 2018).

60. Security and Compliance
What security and compliance features does your organization require?
Does your organization have the required licenses to meet Security and Compliance business requirements?
Discuss among workshop participants the decisions to be made on Security and Compliance for Teams
Document the decisions for each question on this slide

61. Change Management and Adoption

62. Strategy for Change Management
Teams is designed in such a way that organic growth is expected
A well thought out change management strategy is extremely important
Effective change management will decrease the amount of time it takes for users and organizations to see value in Teams, while setting a foundation for significant growth over time
As mentioned during the Teams journey, change management is a critical part of rolling out Teams.
Organic growth is expected, however having a change management strategy will help your users along the journey.
Getting executive and direct report sponsorships to support adoption of Teams is very important as part of the change management strategy

63. Key Roles Service Owners IT Professionals Executive Sponsor Champions
It’s very important to identify the key stakeholders:
Executive Sponsors are key leaders within the organization and their participation is essential in driving employee adoption. They have the greatest influence on company culture and can actively communicate the value and benefits of a new technology and way of working throughout the organization.
Service Owners/IT Professionals are responsible for ensuring people use the service and get value from it. Setting Service Owners within your organization is important to ensure the business goals set for Office 365 are realized.
Gaining buy-in from every user across an organization is a challenge.
Champions can help alleviate this challenge and play an important role in the adoption of Office 365. They are knowledgeable, committed to furthering their expertise and are willing to provide peer coaching and assistance. They help translate Office 365 into the reality of their department or team.
Pilot Group is the first set of users within your organization that you would like to have use Teams
Champions
Pilot Group

64. Recommended Steps 1 Identify your key stakeholders and user audiences2
Identify & select your business outcomes 3
Design, launch and manage your adoption campaign
Build a champion program
Provide a standard feedback method
Measure & share success 4 5 6
At a high level, here are the recommend best practices & next steps:
Identify your key stakeholders and user audiences
Identify & select your business outcomes
Design, launch and manage your adoption campaign
Build a champion program
Provide a standard feedback method
Measure & share success
Adjust your messaging and methods based on feedback, repeat 7
Adjust your messaging and methods based on feedback, repeat

65. Customer Success Kit
templates, flyers & posters to assist with successfully rollout
Customer Success Kit includes templates for announcements, flyers, posters, and countdown and tips and tricks that can be customized for your organization’s adoption campaign.
Download from:

66. Change Management and Adoption
What’s your change management strategy?
How has your organization handled change management for similar technology rollouts?
Who are your executive sponsors, champions, Service Owners/IT Admins that will influence how successful Teams is in your organization?
Who will be your pilot group?
Discuss among workshop participants the decisions to be made on Security and Compliance for Teams
Document the decisions for each question on this slide

67. Plan Summary & Next Steps
Speaker notes:
This slide is intentionally left blank.
Use this time to review the key decisions taken during the workshop, for any outstanding decisions please document whom is responsible for making the decision and set the date for the follow-on meeting.
Spend some time at this point to define the following:
Who will undertake / complete the technical and legal assessment (Due date)
Who will undertake the Network Readiness Assessment (Due Date)
Who will manage the IT Pilot and create the Adoption Materials (Due Date)
Who will manage the Business Pilot and update the Adoption Materials (Due Date)
Who will manage the Rollout and create the Adoption Materials (Due Date)

68. Deliver

69. Deliver Microsoft Teams
Here’s a high-level list of activities you’ll need to execute after planning for Teams in order to successfully deliver to your organization
Preparation
Deploy pre-requisites for networking and access to the service: prepare your environment for Teams deployment
Verification
Verify authentication method is working to Office 365: Verify access to the service
Enablement
Tenant and User level enablement of Teams : Turn on Teams functionality for users
Groups, roles and permissions: Configure how your Teams will be created and managed in the environment. 
Deployment
Client deployment to desktop and mobile devices: How users will access the service.
MDM and MAM: How devices are managed for Teams client
Extensibility
Apps, Tabs, Bots, Connectors: Enhance user experience with Teams 
Security and compliance configuration: Configure to adhere to company policies
This slide walks through the high-level tasks for the Deliver phase.
The accompanying “Quick start guide: Successfully enable Microsoft Teams” provides more detail relating to each of these tasks.

70. Operate

71. Operate Microsoft Teams
Here’s a high-level list of ongoing activities you’ll need to do once Teams is successfully deployed within your organization
Run
General approach and troubleshooting guidance around web, desktop, mobile
Practical guidance of how to leverage Security and Compliance features for Teams
This slide walks through the high level tasks for the Operate phase.
The accompanying Guidance Document provides more detail relating to each of these tasks.
Note: Microsoft is currently in the process of building a set of robust monitoring tools to help you monitor quality and usage of Teams. Once these tools are available, guidance will be provided on how customers can leverage these tools to maintain a quality user experience with Teams.

72. Usage reports for Microsoft Teams
Microsoft Teams user activity
Last activity date, channel messages, chat messages, calls, meetings
Microsoft Teams app usage
Windows, Mac, Web, iOS, Android phone, Windows Phone
Track usage of Microsoft Teams
When you better understand how employees use Microsoft Teams, it is easy to decide where to prioritize training and communication efforts. Here’s a look at the new reports:
The Microsoft Teams user activity report gives you a view of the most common activities that your users perform in Microsoft Teams - including how many people engage in a chat in a channel, how many communicate via private chat message, and how many participate in calls or meetings. You can see this information both at the tenant level, as well as for each individual user.
The Microsoft Teams app usage report provides you with information about how your users connect to Microsoft Teams, including mobile apps. The report helps admins understand what devices are popular in their organization and how many users work on the go.
Read more at our blog:

73. Resources Complete Teams admin documentation
Microsoft Teams roadmap to stay up-to date
Microsoft Teams Technical Community
Microsoft Teams UserVoice
Driving Adoption Community

74. 9/14/2018 1:26 PM
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