MS TEAMS - POWER USER

ShloshMalosh

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Hi All

I'm trying to change the dynamic at work and i know that MS Teams has lots of solutions.

Can anyone advise any good YT channels or sites to help one become a power user?

I'm looking to use Teams to automate tasks in my organisation

Thanks
 
The only thing people use it for are remote meetings, they'll just ignore everything else.
 
The only thing people use it for are remote meetings, they'll just ignore everything else.

No, we're being forced encouraged to keep Teams running all the time because it's used for inter-company chats. Boss likes to throw out the odd comment and expects a response in under 10 minutes. All our files are being moved into the cloud and I must say it's very confusing at times.

If there's resistance it's probably to the idea of Big Brother being able to track your every move - not my favourite thing either to be honest.
 
Microsoft have an excellent series of Teams video tutorials which are just a few minutes each.

It's a couple of hours to watch them back to back but even if you take a few minutes to watch the basic introductions and then anything that you are specifically interested in, you will be up and running very quickly. These videos are also available from the Teams help in the desktop app.

I can see from our usage reports in M365 that Teams is widely adopted in our organisation but people are using it in a very basic way - like a whatsapp or Zoom alternative.
 
Examples of these tasks you wanna try automate?
I'm a compliance officer so i need to do monitoring on stuff.

I want to start with repetitive stuff 1st.

Eg. my finance person needs to send me a fiancial soundness report on a monthly.... but every month i need to chase them... so i want to set up recurring tasks that allow the users to just upload the docs. They get a notification a week before its due, and when uploaded, i can check it and sign it off as "compliant"

I track the workflow. and tick them off as they get done

also want it to allow me to track all the tasks and then escalate to managers where they are not done.

How i see it, Teams is just sharepoint with a chat messanger slapped onto it... so it can be very powerful... but adoption is always the problem
 
Eg. my finance person needs to send me a fiancial soundness report on a monthly.... but every month i need to chase them... so i want to set up recurring tasks that allow the users to just upload the docs. They get a notification a week before its due, and when uploaded, i can check it and sign it off as "compliant"

Have you looked at the Lists app in 365? Basically an evolution of Sharepoint Lists. Integrates with Teams, Power Automate, PowerApps and PowerBI. I think it might work for what you've described.
 
As Jim said, Power Automate and Lists is worth looking at.

1. In Lists (or via Sharepoint), you create a new list, add a column for the name of the document that needs to be uploaded, another column for the person's name, a third column for the due date, and lastly a status column for you to mark it as approved.

2. You then populate the list to say "Soundness Report Oct 2021, Nov 2021, Dec 2021" etc., assign the appropriate person, and add the due date.

3. In Power Automate, you set it to check the list at 9am every day, and it filters the list for all items on the list that haven't been approved, and the due date is less than x days away. Once you have the filtered list of reports, you then tell Power Automate to send each person an email asking them nicely to click on this link to the item in the list, and to attach the document.

4. If you want, you can then add a second Power Automate flow that sends you an email or a MS Teams message whenever someone attaches an item. You can then change the status to approved, and they won't get the nag emails anymore.

Just don't forget to double check the permissions on the List to make sure only the correct people have permission to view the list, and to edit it.

Also you might want to check if your Office 365 tenant has Dataverse for Teams. It has a lot of interesting pre-built solutions:

 
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