- Do I Need An Account To Use Microsoft Teams
- Do I Need An Account To Use Microsoft Teams Effectively
- Do I Need An Account To Use Microsoft Teams 101
- Do I Need An Account To Use Microsoft Teams Without
- Do I Need An Account To Use Microsoft Teams Free
- Do I Need An Account To Use Microsoft Teams Meeting
- Do I Need An Account To Use Microsoft Teams For Personal
How to Set Up a Microsoft Teams Meeting for First-Time Users
Over the past year, the pandemic has dramatically changed the way we live and work. Organizations around the world adopted tools like Microsoft Teams to support working-from-home and hybrid work. Today, over 115 million people use Teams every day. And while video conferencing was a key driver for Teams rapid growth and adoption, our customers quickly realized the need to digitally transform. Do I need a subscription to use Teams? To use Teams with a personal Microsoft account, a Microsoft 365 subscription is not required during the preview period. Teams is currently free as a mobile, desktop and web app to use for your personal life. If you do have an Microsoft 365 subscription, there are no additional benefits or features available at this time in Teams for subscribers. Step 1: Open the Microsoft Teams app. Step 2: Tap on the “Teams” icon at the bottom of the screen, then an icon of “two people and a plus sign” in the top right. You should reach the Manage teams page. Step 3: To create your new team, give it a name, add a description and set the privacy settings.
This guide is designed to help you set up a Microsoft Teams meeting for the first time.
It should also help you learn how to the different variations of Microsoft Teams meetings and the features at your disposal before, during, and after a meeting.
Here’s how to get started. If you’re already using Teams, you can jump to the section most relevant below:
How to start a Microsoft Teams meeting
You can set up your Microsoft Teams meeting either through the Teams app or Microsoft Outlook.
The meeting looks the same bothways.
You can decide which you want to use based on what makes the most sense to your company.
Microsoft is all about making meetings flexible so there are four ways that you can launch a discussion with your team:
- Ad-hoc meetings: Created by clicking the “Meet Now” button to get everyone involved in a conversation as quickly as possible.
- Private meetings: 1-on-1 conversations with specific colleagues or employees.
- Channel meetings: Group conversations with an entire team or group of people.
- Consultation meetings: Like in a telemedicine example where doctors and patients meet one to one.
How to Meet Now in Microsoft Teams
If you want to “Meet Now” in Microsoft Teams, you’re probably looking for the quickest way to get all of the people in a channel talking.
All you need to do is select the little camera icon in a new or existing conversations.
In your video preview, enter a name for your meeting, and click Meet Now.
Click on the names of the people you want to invite to your meeting.
You can also type phone numbers if you want to add people from outside of your organization to the discussion.
If you want to joina meeting using Meet Now, look for the camera icon in a conversation and click Jump In.
If you want to sharea screen during your meeting, click the screen icon to show your screen to the other people you’re talking to.
The ellipses icon will give you other in-meeting controls, including the option to record the meeting and have it emailed to you.
How to schedule a Microsoft Teams meeting
You can schedule Microsoft Teams meetings using your Exchange calendar.
Your calendar in Teams is automatically synced to your Exchange calendar.
Every meeting scheduled in Teams automatically becomes an online meeting.
To schedule a meeting in a chat window, select the icon that looks like a calendar in the chat below the box where you usually type your messages.
You can also go to the Calendar tab on the left-hand side of the app and click on New Meeting.
Select a range of time within the calendar and Teams will open a scheduling form, where you can give your meeting a title, invite people, and add meeting details.
Microsoft Teams also has a Scheduling Assistant you can use to find a time that works for everyone.
Once you’ve got all the details ironed out, click Save. This closes the scheduling form and sends an invite to everyone’s inbox.
To create a channel meeting, click on New Meeting and type the name of one or more channels into the box that says Add Channel.
Channels can’t be added or edited after you’ve sent your invites.
You’ll need to send a new invite if you decide to add extra channels later.
When you have a channel meeting, everyone in the team can see and join that channel.
Once again, you can use the Scheduling Assistant with a channel meeting.
You can also use dropdown boxes on your calendar to add a recurring meeting to everyone’s calendar.
Remember, in a Microsoft Exchange calendar, all Microsoft Teams Meetings will show a Join button five minutes before a meeting is set to start.
When someone joins a meeting, the event changes colors to let you know that someone’s online.
Do I Need An Account To Use Microsoft Teams
How to schedule a Microsoft Teams meeting from Outlook
You can also schedule your Microsoft Teams Meetings from Outlook.
The Microsoft Teams Outlook add-in allows people to view, accept, or enter meetings from Teams, or Outlook.
To schedule a meeting, open Outlook and click on New Teams Meeting in the calendar view.
Add the people that you want to include in the meeting to the To field.
If you want a bunch of people to join the meeting at once, you can invite entire contact groups.
Add your meeting subject, as well as a location, start time, and end time, then click Send to inform your team.
You can also invite people outside of your organization to a Teams Meeting from Outlook.
All you need to do is add them as guests before the meeting starts, so they don’t need to join anonymously.
Add guests to your team by selecting Teams then visiting the team in your list. Click on … (More Options) > Add member.
Enter the email address of the guest.
Anyone with a business or consumer account can join your team as a guest.
You can also edit guest information to give them a name.
Click Add to send a welcome email to your guest.
Customize your Microsoft Teams background
Video conferencing is a great way to bring teams together, regardless of where your users are. However, people may be reluctant to join a video meeting if their environment is messy or distracting.
The good news? Microsoft Teams changes all that.
You can blur everything behind you in a video, for absolute privacy.
To do this, simply:
- Click on your audio and video settings screen when you join a meeting
- Choose the ellipses “…” for more options
- Tap on Blur my background
You can also add custom backgrounds like an office environment or company logo, rather than blurring out the background.
Microsoft Teams Custom Backgrounds
Microsoft introduced virtual backgrounds for Microsoft Teams in April 2020. Microsoft said it designed custom backgrounds to let you replace your real meeting background with a “fresh and bright home office.”
To find virtual backgrounds, launch a video chat and tap the … menu:
Click Show background effects.
This will bring up a sidebar with some alternative background options.
You can only use stock photos from Microsoft for now but watch this space.
Do I Need An Account To Use Microsoft Teams Effectively
For something more advanced, and to stand out in front of your boss, colleagues, or clients, you can opt for a third-party background.
To download a selection of premium Microsoft Teams backgrounds, you can choose from 300 high-quality images here.
How to add members to Microsoft Teams Meetings
Do I Need An Account To Use Microsoft Teams 101
The are various ways that you can add people to a meeting in Microsoft Teams.
For instance, if you have Anonymous Join enabled, then anyone can join the conference as an anonymous user by clicking on a meeting link invitation.
You can turn Anonymous Join on by visiting the Microsoft Teams admin center, clicking on Meetings > Meeting Settings > Participants:
If you want more control over who attends your meetings, toggle this switch off, and send invitations to individual team members instead.
As well as inviting everyone in a channel or conversation to a meeting at once, you can also send an email and phone number invitations too.
Before a meeting, you can use the Invite People box when you start your meeting to search for people and invite whoever you like.
When you’re in a meeting, click on Show participants icon your meeting controls to see who’s there, who’s been invited, and who isn’t there yet.
To ask someone to join a meeting, you can click on More Options (…), then Ask to Join.
Alternatively, type a person’s name into the search box (if they’re in your organization), or their phone number or email address.
Want to customize your meeting invitations?
Click on Meetings > Meeting Settings > Email invitation.
Here, you can customize the logo that shows up in your email invitation, as well as the footer, to make your invite seem more professional.
How to see everyone in Microsoft Teams
Microsoft Teams allows for up to 250 people to participate in a single Teams meeting.
But, this doesn’t mean you can see all users at the same time. Until recently, Teams only allowed users to view the 4 last active participants in a video call.
As part of the thirdanniversary of Microsoft Teams celebration on the 20th of March, Microsoft rolled out various updates, including a new ability to see up to 9 people in a meeting at the same time.
The upgrade to simultaneously being able to view 9 participants came with a few exciting other features for Microsoft Teams meetings, like:
- Background blur for iOS devices
- Enhanced audio even when using networks with high packet loss
- Booking apps added to teams
- Custom backgrounds for video meetings
- A raise handsfeature to let your colleagues know you have something to say
- The option to formally end meetings for all Teams participants at the same time
The new 9-person view for Microsoft Teams will feature a 3×3 grid of the most active people in your meeting.
The option will be rolled out incrementally so keep checking your Teams meetings for this.
Choosing what you want to see in a Teams meeting
Although you can’t switch from one screen layout to another in a Teams meeting, Microsoft anticipates what you need to see during conversations.
When someone is speaking, they’ll be added to the roster of the 9 videos you can see on your screen at once.
There are also a few ways to choosewhat you want to see in a Teams meeting, like:
- Pinning the video: If you need to focus on a particular person during a video conference, right-click on the video you want to pin and select Pin.This keeps the video feed on your screen, no matter who’s talking.
- Switching between content: When a video presentation appears, you can switch between viewing the content and watching other people in the room. Click on the video you’re interested in to focus on a particular person or presentation.
- Reframing your video: If you want a different view of a specific video, right-click on the content and click fit to frame.Choose fill frameto get a closer, more cropped view.
In-meeting controls and what you can do with Microsoft Teams
As an admin, you’ll be able to use your Meetings settings to control plenty of factors, including whether anonymous people can join teams and more.
You can:
- Allow audio conferencing: With an audio conferencing license, people will be able to dial-in to your meetings from over 90 different countries.
- Set up a virtual lobby: Any attendees not in your organization will appear in a virtual lobby by default with Microsoft Teams. This allows you to choose who should have access to the conversation.
- Mute attendees: In large meetings, you can click on the Mute option on an attendee’s profile to stop them from disturbing other people in your group. You can also unmute them later, or mute everyone but yourself.
- Screen or application sharing: Click on the screen icon on your Microsoft Teams meeting to share your screen. If you only want to share a specific window or application, you can choose exactly how much to share.
- Interactive troubleshooting: Teams will automatically tell you if it detects any problems. For instance, you’ll get a notification if you’re trying to speak to your team when you’re muted.
- Call analytics and recordings: Clicking the … More Options button on Teams will allow you to record a meeting, which can be sent straight to your inbox after the discussion is finished. Microsoft also offers a range of analytics to help troubleshoot potential issues with your meetings too.
More from Microsoft Teams
Hopefully, this guide has presented itself useful for first-time or returning Microsoft Teams users and admins.
To start taking full advantage of Microsoft Teams, I’ve included our Microsoft Teams library that you and your team (no pun intended) should find useful:
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-->Read this topic to learn about Microsoft Teams Rooms and how it integrates with Exchange and Skype for Business.
This topic introduces how to create accounts used by Microsoft Teams Rooms in Microsoft Exchange and Skype for Business. Deployment instructions for Microsoft Teams Rooms devices is covered in Configure a Microsoft Teams Rooms console. Your infrastructure will likely fall into one of the following configurations:
Online deployment: Your organization's environment is deployed entirely on Microsoft 365 or Office 365. For more information, see Deploy Microsoft Teams Rooms with Microsoft 365 or Office 365.
On-premises deployment: Your organization has servers that it controls, where Active Directory, Exchange, and Skype for Business Server are hosted. For more information, see Deploy Microsoft Teams Rooms with Skype for Business Server
Hybrid deployments: Your organization has a mix of services, with some hosted on premises and some hosted online through Microsoft 365 or Office 365. With Microsoft Teams Rooms, the following hybrid scenarios are supported:
Exchange Online with Skype for Business Server on premises. Drivers nspire health. For more information, see Deploy Microsoft Teams Rooms with Exchange Online (Hybrid).
Exchange on premises with Microsoft Teams or Skype for Business Online. For more information, see Deploy Microsoft Teams Rooms with Exchange on premises (Hybrid).
Which configuration you have will affect how you prepare for device setup.
Microsoft Teams Rooms needs to be assigned a 'device account' in Active Directory, Exchange, and Skype for Business. The account is used to access its meeting calendar and establish Microsoft Teams or Skype for Business connectivity. People can book this account by scheduling a meeting with it. Microsoft Teams Rooms will be able to join that meeting and provide various features to the meeting attendees.
Important
Without a device account, none of these features will work.
Every device account is unique to a single Microsoft Teams Rooms device, and requires some setup: Download pioneerpos driver.
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The device account must be configured correctly.
Your infrastructure must be configured to allow Microsoft Teams Rooms to validate the device account, and to reach the appropriate Microsoft services.
Important
It is highly recommended that account creation be done well in advance of actual hardware installation. Ideally, account preparation is started two to three weeks before installation.
In hybrid environments the account used for Microsoft Teams Rooms must have password sync enabled in Azure Active Directory (AAD) Sync because Microsoft Teams Rooms authentication requires Microsoft 365 or Office 365 authentication. When setting up the account, make sure that the account's SIP address matches its User Principal Name (UPN) in AAD.
You can think of a device account as the resource account that people recognize as a conference room's or meeting space's account. When you want to schedule a meeting using that conference room, you invite the account to that meeting. In order to use Microsoft Teams Rooms most effectively, you do the same with the device account that's assigned to each one.
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If you already have a resource mailbox account set up for the meeting space where you're installing Microsoft Teams Rooms, you can change that resource account into a device account. Once that's done, all you need to do is add the device account to a Microsoft Teams Rooms device. See device account setup examples provided below.
With additional configuration, remote management is possible using Microsoft Azure Monitor as described in Plan Microsoft Teams Rooms management with Azure Monitor, Deploy Microsoft Teams Rooms management with Azure Monitor, and Manage Microsoft Teams Rooms devices with Azure Monitor.
Basic configuration
These properties represent the minimum configuration for a device account to work with Microsoft Teams Rooms. Your device account may require further setup.
Property | Purpose |
---|---|
Exchange mailbox (Exchange 2013 SP1 or later, or Exchange Online) | Enabling the account with an Exchange mailbox gives the device account the capability to receive and send both mail and meeting requests, and to display a meetings calendar on the Microsoft Teams Rooms device. The Microsoft Teams Rooms mailbox must be a room mailbox. |
Skype for Business is enabled | Skype for Business must be enabled in order to use various conferencing features, like video calls, IM, and screen-sharing. Both Skype for Business Online and Skype for Business Server are supported. |
Password-enabled | The device account must be enabled with a password, or it cannot authenticate with either Exchange or Skype for Business Server. |
Do I Need An Account To Use Microsoft Teams Meeting
Advanced configuration
Do I Need An Account To Use Microsoft Teams For Personal
While the properties for the basic configuration will allow the device account to be set up in a simple environment, it is possible your environment has other restrictions on directory accounts that must be met in order for Microsoft Teams Rooms to successfully use the device account.
Property | Purpose |
---|---|
Certificate-based authentication | Certificates may be required for both Exchange and Skype for Business Server. To deploy certificates, you can load them when logged in as Admin. |
The easiest way to set up device accounts is to configure them using remote Windows PowerShell. Microsoft provides SkypeRoomProvisioningScript.ps1, a script that will help create new device accounts, or validate existing resource accounts you have in order to help you turn them into compatible Microsoft Teams Rooms device accounts.
If you prefer to use the Microsoft 365 or Office 365 UI over Windows PowerShell cmdlets, some steps can be performed manually. See Creating a device account using Microsoft 365 or Office 365.