Event details

Join us for the Microsoft Tools for Small and Medium Businesses Ask Me Anything (AMA) on Wednesday, September 25th, from 9:00 AM to 10:00 AM PT.

This event is an opportunity to connect with Microsoft experts who can answer questions about how to utilize Microsoft tools to enhance your small or medium businesses.  

 

Our featured Microsoft experts available during this AMA include Bryan Allen (Director, SMB Product Marketing, Microsoft 365), Abhijat Kanade (

Principal Group SMB Product Manager, Microsoft Teams), Gabe Ho (Product Marketing, SMB Microsoft 365 Copilot), Melissa Torres (Principal Product Marketing Manager, SharePoint), and Emily Swab (Senior Product Marketing, SMB Customer Advocacy).

 

Ask our experts about:

Bryan Allen - How to simplify communication across your business and improve cross-team collaboration with M365

Abhijat Kanade – How Microsoft Teams can help you grow your business, run it more effectively, or any questions regarding licensing, setup, or use of specific features, such as setting up meetings with your customers, using phone, Microsoft 365 Copilot.

Gabe Ho – How a small business can adopt Microsoft 365 Copilot, best practices for writing prompts, and general capabilities.

Melissa Torres – How to create a custom SharePoint for your small business, what integrations would be most useful, and best practices for content management.

Emily Swab – How to connect with the SMB Community, opportunities to get featured in Customer Evidence, and where to find help with additional Microsoft tools.

 

How Does It Work? 

During this live, chat-based event, our experts will be available to offer personalized advice and discuss the various features and best practices.

To participate, simply post your questions in the comments section. We encourage you to submit your questions early and continue to engage throughout the one-hour session. Remember, this is a chat-only event, so all interactions will take place in the Comments section without any video or live meeting components. Each question should be posted as a new comment to facilitate a smooth and organized discussion. 

 Mark your calendars and join us for an informative and engaging session! 

 

 

Note: This is a chat-based event. There is no video or live meeting component. Questions and answers will appear in the Comments section below. Please post each question as a new comment.

EmilyPerina
Updated Sep 25, 2024

40 Comments

  • normaluser's avatar
    normaluser
    Tin Contributor
    I can't make the session but hope you will consider my question. Like many microbusinesses I work with clients who give me access to their 365 environment. And that creates a second calendar. My client can see that calendar, but it looks empty because all my appointments are in 'my' calendar. I need to reflect my free / busy in the calendar my client has set up to ease meeting booking etc. I have found no way to do this. Giving access to 'my' calendar is not a feasible option. By 'my' calendar I mean the calendar in my 365 account.
    • Girlfridayvo's avatar
      Girlfridayvo
      Brass Contributor

      Hi Michelle (normaluser)! This may be a solution. Let me know if it works or not.

      Sharing Free/Busy Information in Outlook 365 (Web Version)

      1. Open Outlook Web Access (OWA):

        • Go to https://outlook.office.com or access your Outlook through your Office 365 account.
      2. Go to the Calendar:

        • On the bottom-left corner, select the calendar icon.
      3. Select the Calendar You Want to Share:

        • In the left pane, find the calendar you want to share (your personal calendar). It should appear under the "My Calendars" section.
        • Hover over it and click the three dots (ellipsis) next to the calendar name.
      4. Choose Sharing and Permissions:

        • From the dropdown menu, click on Sharing and permissions.
      5. Add the Client's Email Address:

        • In the window that appears, enter your client’s email address (even if they are on a different domain).
      6. Select Permission Level:

        • When adding the email address, you will be given different sharing options. Choose Can view when I’m busy. This will allow the recipient (your client) to see your Free/Busy status without viewing any specific details of your appointments.
      7. Send the Invitation:

        • After selecting the appropriate permissions, click Share. This will send an email to your client inviting them to view your Free/Busy information.

      Sharing Free/Busy Information in Outlook Desktop App (Windows/Mac)

      1. Open Outlook Desktop:

        • Launch your Outlook desktop app.
      2. Go to the Calendar:

        • In the bottom-left corner, click the calendar icon.
      3. Select Your Calendar:

        • In the left pane under My Calendars, find and select your primary calendar.
      4. Click on Share Calendar:

        • Go to the top of the window and click the Share Calendar button. A new window will open.
      5. Enter Client’s Email:

        • Enter the email address of the person (client) you want to share your calendar with.
      6. Set Free/Busy Permissions:

        • In the permissions dropdown, select Can view Free/Busy time. This will ensure that the recipient can only see your availability (free/busy) and not any event details.
      7. Send the Invitation:

        • Click Send to share the calendar.

      Notes:

      • If you are working across different domains, ensure that your organization allows sharing calendars with external users. In some cases, the Office 365 administrator might need to enable this feature.
      • This method only shares your Free/Busy information, which is ideal for your scenario since it keeps the details of your meetings private but still lets your client know when you’re available for booking meetings.

      If your client accepts the invitation, they will be able to see your Free/Busy availability on their calendar, even if they are on a different domain.

      • normaluser's avatar
        normaluser
        Tin Contributor
        it is good of you to spend the time clarifying how to give permission. but as I said it is not feasible as it requires a ton of work on my side to set up the permissions and (more importantly) requires my clients to wade through the security protocols to set it up. Added to that, this option is extremely flakey when the permissions on the other client tend towards high security. And if a client of mine dares to use a non-microsoft account or device then all bets are off. I truly believe syncing is the only viable option and have successfully synced to Google calenders, but not between Microsoft Calenders 😞
  • Girlfridayvo's avatar
    Girlfridayvo
    Brass Contributor
    I'm looking forward to this event! As a Coach-Consultant for B2B service providers who are solopreneurs or microbusinesses, I'm always looking for ways my clients can leverage Microsoft tools the same way the big guys do... Plus, I'm a big Microsoft fan to boot!
    • Emily_Swab's avatar
      Emily_Swab
      Former Employee
      Glad to hear it! We’re so glad you are part of the community and looking forward to getting to know you more.
  • DrMeek's avatar
    DrMeek
    Tin Contributor
    We have had our Teams environment for a while but it feels unwieldy since we grew it ad hoc. Is there a Teams planning document MS provides to help us plan out a new environment in a more orderly fashion? I am thinking guidance or checklist things like when to create a Team versus chats versus using a meeting chat Teams naming strategies Group planning Permissions concerns Meeting policy guidance Teams security best practices and so forth.
    • Girlfridayvo's avatar
      Girlfridayvo
      Brass Contributor

      Hi DrMeek! 
      I'm not sure if the resource provided earlier solved your problem, but I thought I'd add some additional details. Here's a secondary link you should have noticed on the primary Microsoft Learn site: https://learn.microsoft.com/en-us/training/modules/plan-deploy-microsoft-teams/

      My clients have found the following information helpful. So, maybe it will be beneficial in your situation.

       

      This is a common challenge organizations face when moving from siloed tools to a more unified collaboration platform like Microsoft Teams—especially if you've experienced the platform's various evolutions in the past 5 - 8 years. The goal here is to help you understand the purpose of various Teams features and how to thoughtfully architect the Teams environment to streamline operations, reduce confusion, and leverage Teams as a central hub for everything from project management to communication and document sharing.

      I'll break down your two main questions into actionable steps:


      Part 1: Purpose of Various Teams Tools/Features

      This section helps clarify the role of the different modules and features within Teams, allowing your team to adopt them in place of siloed systems.

      1. Chat Module (Instant Messaging)

        • Purpose: For quick, informal communication between individuals or small groups, outside of the structure of a Team or channel. It replaces tools like Slack or the messaging aspect of Outlook.
        • Use Case: Casual conversations, quick questions, and collaboration with individuals or small groups not requiring long-term or ongoing documentation.
        • Best Practices:
          • Use chat for ad-hoc communication.
          • Pin important chats for quick access.
          • Avoid important discussions that need to be easily referenced later (use Channels for that).
      2. Teams Module (Channels, Posts, and Conversations)

        • Purpose: Provides a more structured environment for collaboration within departments, projects, or committees. Channels are spaces within a Team, each focused on a specific topic or function.
        • Use Case: Long-term collaboration, including discussions, file sharing, and project management within a particular context. Think of Channels as focused “workspaces” for particular areas of a project or business function.
        • Posts (Channel Conversations): Serve as threaded discussions where members can collaborate in an organized way. These replace lengthy email chains.
        • Best Practices:
          • Create dedicated channels for major workstreams or topics (e.g., “Marketing” vs. “Budgeting”).
          • Use @mentions to alert specific members to conversations.
          • Pin essential documents or apps (Planner, SharePoint, etc.) as Tabs within the channel for quick access.
      3. Adding Apps (Tabs) to a Channel

        • Purpose: To integrate other tools and applications directly into Teams. Examples include Planner for task management, SharePoint for document storage, OneNote for shared notes, or Power BI for analytics.
        • Use Case: Centralizing the tools your team needs in one place, eliminating the need to switch between platforms. For example, replacing Asana with Planner for task tracking within a channel.
        • Best Practices:
          • Identify the apps your team uses most frequently (e.g., Planner, OneNote, Excel) and add them as tabs in relevant channels.
          • Use this feature to centralize workflows (e.g., add your SharePoint document library or an Excel spreadsheet).
      4. Members vs. Guests in Teams

        • Members: Internal users with full access to the Team, channels, conversations, and files.
        • Guests: External users (clients, contractors) who have restricted access but can collaborate on specific channels or documents.
        • Use Case: Guests are ideal for collaborating with external parties who don't need full access to the internal workings of your organization.
        • Best Practices:
          • Limit guest access to only the channels they need to contribute to.
          • Regularly review guest permissions to ensure security.

      Part 2: Architecting the Teams Environment for Clarity and Adoption

      This section focuses on how to design and build a Teams environment that resolves the confusion of the past and aligns with the unified ecosystem Microsoft is moving toward.

      1. Organize Teams and Channels Based on Business Functions and Projects

        • Structure Teams Around Key Departments or Projects:
          • Each department or major project should have its own Team (e.g., Marketing Team, Finance Team, or Project X Team).
        • Use Channels for Subsections of Work:
          • Channels within a Team should represent specific functions or areas of focus (e.g., within the Marketing Team, you might have channels like “Social Media,” “Advertising,” and “Budgeting”).
        • Avoid Overloading Users with Too Many Teams:
          • Consolidate Teams where appropriate to avoid creating an unwieldy number of Teams to manage.
      2. Standardize Naming Conventions

        • Consistent Naming: Establish a standard naming format to avoid confusion (e.g., “Department - Function” or “Project X - Phase 1”).
        • Use Descriptive Names for Channels: Ensure that channel names clearly indicate the function or focus (e.g., “Q1 Planning” or “Client Meetings”).
      3. Integrate Microsoft 365 Apps to Streamline Workflows

        • Planner for Task Management: Use Planner for managing tasks directly within Teams, replacing tools like Asana.
          • Each channel can have its own task board to track work.
        • SharePoint for Document Storage: The documents tab in every Team is linked to a SharePoint library. Encourage users to upload documents here, ensuring files are version-controlled and searchable.
        • OneNote for Meeting Notes: Add a OneNote tab for shared meeting notes, to keep everyone on the same page. (I use OneNote to house standard operating procedures (SOPs.)
      4. Move Communication from Email to Teams

        • Shift Conversations to Channels: Encourage your team to use channel posts for ongoing discussions rather than relying on email chains. This makes it easier to track, search, and reference discussions.
        • Reduce Outlook Dependence: Use Teams chats for quick communication and Teams channels for project updates instead of cluttering inboxes.
      5. Create a Governance Plan

        • Role-Based Access Control (RBAC): Define clear ownership for Teams and channels. Ensure that Team Owners understand their responsibilities for managing members and permissions.
        • Review and Archive: Implement a process for reviewing old Teams and archiving those that are no longer in use to reduce clutter.
        • Permission Audits: Regularly audit guest and member permissions, especially when dealing with sensitive information or external collaborators.
      6. Training and Adoption

        • Provide Simple How-To Guides: Offer tutorials on using key features (e.g., Planner, OneNote, SharePoint).
        • Host Live Training Sessions: Help your team transition by walking them through the new structure, especially if they are used to siloed tools.
        • Adoption Champions: Identify “champions” who can help train others and encourage adoption of the new setup.

      Quick Summary:

      • Purpose: Clarify how to use Teams features (Chat, Channels, Apps, etc.) as part of your unified workspace.
      • Architecture: Build an easy-to-navigate Teams environment that mirrors your business structure, integrates other apps, and replaces legacy tools like Asana and email for communication.