Teams 201: Optimize Teamwork with Top 10 Practical Use Cases (4:15)

by | Mar 10, 2020 | Collaboration

You asked for it, so here it is! Microsoft Teams is a great platform to knock down departmental silos and get everyone working together. “But where do I start?” – you ask. We hear you, in this webinar, we discussed our Top 10 practical use cases for Microsoft Teams. If you are curious to learn more or looking for more ways to bring co-workers together, this recap will provide you with the answers, let’s dive right into it!

1. Review Process

Editing, revising, and approving various documents (.doc, .xlsx, .pptx, etc.) can be a tedious task if you don’t have the right tools. The old-school method requires you to bounce from app to app, trying to get your revisions done before the next person. Trust us, we’ve been there. That was until we migrated to Microsoft Teams! Microsoft Teams allows you to simultaneously revise, edit, and approve documents (.doc, .xlsx, .pptx, etc.) all in one application. This not only saves YOU time but is a lot less stressful than the old-school way.

2. Event Planning

Most companies host at least one event a year, (their holiday party!) which can be a daunting task. Between managing food preferences, budgets, and venue options; event planners are likely left in decision paralysis. But guess what, Teams can help here too! By creating a form, poll, and/or company-wide chat, event planners can get answers from co-workers quickly without having to bounce from Excel and Email to track votes. It all gets captured right within Teams, how cool!

3. Project Management

When launching a new project, it’s crucial to stay on top of deadlines. It’s also important to have all the right people involved from the beginning. Whereas the review process is only part of the project management scope, project management encompasses conference calls, meetings, scheduling, etc. With Microsoft Teams, you can create a TEAM to help keep all this information in one place.

4. Partners – Extranet

Here at Peters & Associates, we do this with most of our customers. We create a specific Team per customer, this allows us to share files, documentation, calendars, and reports in a secure environment. It is also much easier to interact with our customers. It is simple to chat, call, or meet with them with just a click of a button.

5. Executive – Admin Assistant

Similar to event planning, an executive assistant has A LOT to manage. On top of their own time, expenses, and budget, they have to manage the schedule of some of the most important people in the office. With Teams, executive assistants can help neatly package schedules, deadlines, and travel schedules in a private Team. 

6. Education – Classroom 

For Microsoft Teams there are two versions, one version is designed specifically for schools & universities. In our webinar, we focused on using the general use Teams to train employees. In Microsoft Teams, you can integrate 3rd party apps to make Teams more powerful and tailored to your organization. For example, we use a combination of Clip Training and Flow to track and manage training progress for new and existing employees.

7. HR Employee Portal

Every company has an HR Department, and Teams can make it much easier to manage. Traditionally, we see our customers use SharePoint sites for their HR department. However, in Teams, it is much simpler. In Teams, you can set up a messageboard to quickly mark a sick day or vacation with the attendance bot, or even pull up important HR files. And, with PowerBI integration, you can track new hire surveys and annual reviews.

8. Marketing

Marketing requires a combination of content creation, review processes, event planning, and project management into one department. However, when you bring this all together in one platform, collaboration skyrockets. Deadlines are met, meetings are even more productive, and scheduling is a breeze. Microsoft Teams makes it simple to add folks temporarily to the Teams “site” for input on campaigns which can lead to better targeted campaigns and higher ROI.

9. Conferencing

In Microsoft Teams you can plan meetings, screen share, chat, and see real-time presence throughout your organization. When scheduling meetings in the Teams client, you can automatically access co-workers’ schedules to view availability. Users will no longer have to share calendars to users or email for availability. While in meetings, users can also invite people to join an in-progress meeting with just a click of a button!

10. Voice / PBX Replacement

Has your organization been struggling with your current call system? Have you considered replacing your call system with Teams? Microsoft Teams is capable of hosting internal and external conference calls with their desktop, mobile, and browser applications. Teams can even operate as a full, cloud-based replacement for your phone system. The experience is similar to Skype for Business, but better! With files and calendars already shared in the existing Teams client, external collaboration becomes much simpler.

If you would like to learn more about Microsoft Teams, check out our Teams web page here!

Are you ready to get started? We offer a Teams Envisioning & Readiness Assessment to help you plan for the big switch! Give us a call at 630-832-0075 or email us at to find out how you can get started today.

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Watch the full webinar recording below: