a person sitting at a table using a laptop

How to run the most successful and secure meetings with Microsoft Teams

Nathalie Regniers

Nathalie Regniers

Sr Product Marketing Manager

Read Time, 4 min.

With so many people now working from home, it’s more important than ever to hone our remote working skills and stay productive. We have seen a huge spike in the number of people successfully and securely working together via Microsoft Teams. But whether you are brand new to the tool, or already conduct your meetings on Teams, we want to make sure you are making full use of all its collaborative and security functions.

So here are our nine top tips on how to have the best – and safest – online meetings experience…

1. Securely connect with people inside and outside your organisation

The next time you schedule a meeting in either Microsoft Teams or Microsoft Outlook, just include the email addresses of your external guests and Teams will take care of the rest – sending them an email invitation, complete with instructions on how to join your online meeting.

Your guest simply clicks on the link, enters their name, and joins the meeting from their browser. All without having to install a plug-in or download the Teams client.

2. Enable everyone to dial-in wherever they are 

Designed for participants on the go, without access to the internet, or who prefer to dial into a meeting, Teams makes sure your meetings are inclusive.

Users who are enabled for Audio Conferencing will automatically see dial-in instructions added to their Teams meeting invitations. Clicking on the dial-in number from a mobile will automatically launch the phone dialer, and even enter the conference bridge. Gone are the days of memorizing numbers.

3. Stay in control with meeting options 

Teams provides the meeting organizer with many options when it comes to defining the roles and permissions for online meeting participants.

For example, you can create a meeting lobby, which lets the organizer define when certain people are admitted to the meeting. This is very useful when discussing issues with confidentiality implications. You can also designate presenters, mute attendees, and start/stop recordings… Just to name a few of the other options.

4. Hold face-to-face conversations with video 

These days, when meeting in person is likely to be impossible, meeting online via video is the next best thing. Seeing someone’s expression when they talk, gives so much more context to their words.

Encourage everyone in your Teams meeting to turn on their video for a more personally engaging conversation. And if you don’t want everybody to be distracted by your unique kitchen decor or a passing pet, turn on background blur or custom backgrounds.

5. Share only what you need 

As we all know from our own meetings experience, sometimes less is more. And when sharing content in Teams meetings, you control what others can see.

You can decide whether you need to show your entire desktop, or just a specific window. Again, this is useful when you don’t want people to see confidential information. And if someone is sharing their desktop or an application, you can request the presenter to give you control.

6. Get everyone to make their mark on the whiteboard 

Just because everyone isn’t in the same room doesn’t mean you can’t brainstorm on a whiteboard.

Microsoft Whiteboard is integrated with every Teams meeting, enabling meeting participants to contribute via touch, mouse and digital ink. Whiteboard sessions are saved as part of every meeting and available for future use and reference in the meeting chat.

7. Don’t miss the meeting, even if you missed the meeting 

Whether running a few minutes late, or double-booked with a fire drill, there’s a good chance that someone will miss the meeting. Instead of bringing them up-to-speed in another meeting, simply record your Microsoft Teams meeting. Not only is the recorded meeting stored in the cloud – and a link provided in the meeting chat – but participants can search the meeting transcript and jump to the point in time of the meeting where it was mentioned.

8. Know and see exactly what’s being said 

How many times have you asked – or wanted to ask – someone to repeat themselves during a conference call?

Clarity is so important to the success of any meeting. So encourage participants to turn on live captions and read the real-time subtitles. This is a game-changing feature for those who are hard of hearing, have different levels of language proficiency, or are connecting from a loud location.

9. Choose devices that will make you look and sound your best 

Microsoft offers a full portfolio of Teams-certified devices with high quality video and audio. Connect and start your meetings with just one touch and choose where and how you want to work with devices designed for any space and working style.

Find more support

Discover how Microsoft can help any organisation respond today

Discover more related articles per industry:

Education

  • A group of students in front of a school

    PCOU Willibrord uses smart automation to define the future of education

    “It’s all about teaching and giving time to the educators, so they can give time to the students. If we can make IT simple, that’s my purpose, my thing.” Peter Schep, ICT Manager at PCOU Willibrord Foundation, explains why he believes efficient IT is central to the learning and development of both educators and students. […]

  • a young boy using a laptop computer

    Escolaglobal: a digital-first school for blended classroom and remote learning

    “This weekend, our preschool teachers created another video for the students – just saying hi and checking everyone was ok at home. Each teacher has their own Microsoft Stream channel, and the feedback from the kids and parents is amazing: “Hi, teacher! How are you? I remember you so well!” Nuno Moutinho, CEO of Portuguese […]

Government

  • a group of people performing on stage in front of a crowd

    City of Liège: Facilitating decision making in difficult times

    For many organizations, social-distancing measures brought about by COVID-19 have drastically slowed day-to-day operations – and for some, even stopped them altogether. But for local governments across Europe, like the Belgian city of Liège, slowing down hasn’t been an option.  From supporting citizens and businesses to protecting frontline workers, Liège city had to quickly provide stability during this crisis and ensure important decisions could still be made in a democratic […]

  • A woman working with a laptop

    Finnish Tax Administration builds citizens’ trust with a more secure cloud platform

    Learn how Finland’s tax administration is using Azure and Microsoft E5 to safely handle and protect sensitive citizen data.

Healthcare

  • A smiling man wearing glasses looking at the camera

    HUS: sharing data securely to make life-saving decisions

    Illnesses and diseases don’t often play fair – an unfortunate truth that was proved by the COVID-19 outbreak in early 2020, heavily hitting healthcare organizations with challenges the world hadn’t seen in a century. Hospitals needed a rapid response to reduce spreading the virus without affecting patient care. A high-pressure situation for any institution, but […]

  • Two female nurses having a virtual conversation through Microsoft Teams

    Belfast Trust: Reimagining patient care

    “There have been many heroic actions by our staff but we’re not heroes for what we’ve done – I’m just glad we could do our bit to help.” Paul Duffy, Co-Director of IT and Telecommunications at Belfast Trust, is talking about the monumental impact COVID-19 has had on the healthcare sector and how virtual consultations […]

Manufacturing

Retail

Discover more related articles per dossier:

Customer Stories

  • Helping Swedish leaders succeed with modern workplace solutions

    Helping Swedish leaders succeed with modern workplace solutions

    A lack of consistency will always make business more difficult. Ledarna, a trade union serving executives across Sweden, discovered this as its employee numbers swelled to over 170. Shifting from legacy tools and systems helped the company to streamline its processes and enhance collaboration, not to mention boosting security and opening up new opportunities for […]

Digital Transformation

  • a person preparing food in a kitchen

    Humanitas-DMH: empowering key workers with a secure digital support

    “Our goal is to create an environment where people with mental disabilities can feel safe, secure and happy.” Marcella van Kraaij, Digital Transformation Advisor at Dutch healthcare provider Humanitas-DMH, is discussing her organization’s key objectives – and how the technology her team recently adopted is helping it to achieve them. Every day, the carers and […]

Security & Privacy

Tips