Teams - Add and Explore Workflows Tutorial
Add, browse and automate workflows to save time and improve productivity with Teams. Learn how to connect applications and automate repetitive tasks with workflows.
- 1:35
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OneDrive - What is OneDrive ?
- 01:14
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Copilot (licence) - Use Copilot with Right-Click
- 02:50
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Outlook - Create and modify a group
- 2:19
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OneDrive - Edit, Delete a Share
- 02:16
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Power BI - Introduction to Power Bi
- 1:29
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Teams Premium - Activate the features of Teams Premium
- 3:48
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Teams Premium - Optimize Teams Premium settings in Administration
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Viva Engage - The role of an administrator
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Protect a document shared by password
- 1:41
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Create and manage team channel
- 1:51
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Viva Connections in Microsoft Teams
- 0:58
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Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
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Restrict a folder/document to certain members of your team
- 1:49
- Viewed 3359 times
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How to search a file in all channels
- 0:29
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Restrict a document to reading only
- 1:03
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How to set quiet hours
- 0:32
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Define your status message
- 2:13
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Viva Connections for your colleague
- 0:30
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Use template to prepare your Agile SCRUM meeting
- 2:50
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Join a meeting as a participant
- 2:13
- Viewed 2004 times
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Create a team using a template
- 1:03
- Viewed 1989 times
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Pin a channel to your favorites
- 1:04
- Viewed 1954 times
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Edit and enhance messages
- 1:57
- Viewed 1917 times
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Plan a meeting based on a conversation
- 1:28
- Viewed 1795 times
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Synchronize only one channel
- 0:56
- Viewed 1752 times
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Schedule private or team meetings
- 2:17
- Viewed 1744 times
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Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1743 times
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Customize notifications
- 2:05
- Viewed 1709 times
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Interact in conversations
- 1:30
- Viewed 1694 times
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Find content and people
- 0:59
- Viewed 1669 times
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Start an instant meeting
- 1:33
- Viewed 1642 times
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Responding or Reacting to a Message
- 1:01
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Presentation of different tools in a meeting
- 1:47
- Viewed 1631 times
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Create a team and add members
- 1:37
- Viewed 1596 times
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Add channels and tabs
- 1:40
- Viewed 1596 times
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Creating or Joining a Team
- 1:11
- Viewed 1580 times
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Automatically record a meeting
- 1:12
- Viewed 1574 times
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View events
- 2:21
- Viewed 1551 times
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Edit photo in Teams
- 0:42
- Viewed 1528 times
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Creating and Joining a Meeting
- 1:22
- Viewed 1503 times
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Manage accessibility settings
- 1:33
- Viewed 1498 times
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Create, manage and set up a breakout room
- 2:15
- Viewed 1483 times
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Create private and shared channels
- 1:52
- Viewed 1435 times
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Enabling Subtitles During a Meeting
- 1:28
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Manage a meeting
- 2:08
- Viewed 1383 times
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Use Microsoft Whiteboard in meetings
- 1:40
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Finding and Installing Teams for Mobile
- 0:57
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Set up and customize your teams
- 2:02
- Viewed 1335 times
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How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1324 times
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Overview of conversations
- 1:02
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Send an Email to a Team
- 0:38
- Viewed 1319 times
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Respect your right to disconnect with Insights
- 2:26
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Manage your teams
- 2:38
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Private and small group chats
- 2:03
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Introduction to Teams
- 1:25
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How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1305 times
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How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1303 times
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Generate automatic translations and transcriptions in a meeting
- 1:58
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Change application settings
- 2:53
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Set up breakout rooms before the meeting
- 1:35
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Schedule Message Delivery
- 0:58
- Viewed 1286 times
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Apply a Specific Policy to a User
- 1:22
- Viewed 1271 times
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Chancing Your Status
- 0:40
- Viewed 1254 times
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Share content in meetings
- 2:44
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Presentation of the desktop application
- 2:16
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Take notes in meetings
- 0:35
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Interface Overview
- 1:10
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Manage privacy settings
- 1:00
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Invite external guests
- 1:19
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Use a background image during a video call
- 1:19
- Viewed 1197 times
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Generate a presence report
- 1:23
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Understand the differences between Connectors, Applications and Tabs
- 1:40
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Use and co-edit files
- 2:06
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Starting a Conversation
- 0:53
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Following your activities and your team's activities
- 1:26
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File Management
- 1:04
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Interact in a conversation
- 2:03
- Viewed 1165 times
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Get feedback from your coworkers with Forms questionnaires
- 2:08
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Retrieve items saved in a breakout room
- 0:40
- Viewed 1163 times
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Isolate a conversation window
- 0:50
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Finding Help?
- 0:56
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Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1143 times
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Disabling Conversation Notifications
- 0:27
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Manage team files
- 1:28
- Viewed 1137 times
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Create Approval Templates
- 2:06
- Viewed 1124 times
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Posting in a Channel
- 2:15
- Viewed 1123 times
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Managing Teams and Channels
- 2:15
- Viewed 1119 times
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Creating a Channel
- 2:05
- Viewed 1111 times
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Searching for Items or People
- 0:30
- Viewed 1104 times
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Make a New Approval Request
- 1:26
- Viewed 1103 times
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Understand and Secure Information Sharing in Instant Messaging
- 2:38
- Viewed 1102 times
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Enabling Mobile Notifications
- 1:28
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Register as a Participant in a Teams Webinar
- 1:05
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Store files in conversations
- 1:38
- Viewed 1098 times
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Sharing Content in a Meeting
- 0:41
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Copilot in Teams Conversations
- 2:47
- Viewed 1062 times
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Copilot After Teams Meetings
- 1:43
- Viewed 1036 times
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Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 1032 times
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Analyze Team Dynamics
- 1:19
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Start and Manage Your Event with Multiple People
- 1:20
- Viewed 996 times
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Copilot During Teams Meetings
- 3:29
- Viewed 984 times
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Use Viva Insights in Conversations
- 0:53
- Viewed 952 times
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Use Connectors to Receive Notifications
- 0:48
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Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 941 times
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Use Templates for Document Creation
- 1:03
- Viewed 937 times
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Use Commands and Keyboard Shortcuts
- 1:29
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Manage Document Approval
- 0:56
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When and Why to Use Town Hall
- 1:38
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Participate in a Town Hall
- 0:53
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Moderate the Chat During a Town Hall
- 1:26
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Enable Klaxoon as an App in Teams
- 1:44
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Manage Storage Spaces on Teams
- 2:05
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Test Your Event with the Green Room
- 1:52
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Differentiate Between Meeting Types
- 1:38
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Manage Privacy in Private Channels
- 2:34
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Plan and Launch a Town Hall
- 2:15
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Restrict a Document to Certain Team Members
- 1:50
- Viewed 882 times
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Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 875 times
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End the Event and Gather Statistics
- 1:10
- Viewed 870 times
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Prepare Your Webinar with Microsoft Teams
- 3:13
- Viewed 867 times
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Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 865 times
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Manage Conversation Options
- 1:35
- Viewed 863 times
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Start and Manage Your Event Alone
- 1:56
- Viewed 863 times
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Communicate Behind the Scenes
- 0:56
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Secure Teams Upon Creation
- 2:57
- Viewed 858 times
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Ensure Your Webinar Options Before Launching
- 1:09
- Viewed 853 times
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Add Interactivity to Your Teams Webinar
- 2:02
- Viewed 850 times
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Filter Your Document Display
- 1:10
- Viewed 849 times
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Secure a Shared Document with a Password
- 1:28
- Viewed 845 times
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Restrict a Document to Read-Only
- 0:58
- Viewed 841 times
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Customize the Display of the Function Panel
- 0:45
- Viewed 824 times
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Manage priority people
- 0:24
- Viewed 634 times
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Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 522 times
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Edit or delete an appointment, meeting or event
- 01:50
- Viewed 463 times
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The New Calendar
- 03:14
- Viewed 455 times
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Create a call group
- 01:15
- Viewed 412 times
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Assign a delegate for your calls
- 01:08
- Viewed 379 times
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Create an appointment or meeting
- 01:44
- Viewed 377 times
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Access voicemail via mobile and PC
- 02:03
- Viewed 376 times
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Respond to a meeting
- 01:00
- Viewed 344 times
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Manage voicemail messages
- 01:55
- Viewed 340 times
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Configure audio settings for better sound quality
- 02:08
- Viewed 339 times
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Manage Teams online meeting options
- 01:56
- Viewed 331 times
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Prevent the forwarding of an email
- 01:01
- Viewed 283 times
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Support third-party apps during calls
- 01:53
- Viewed 280 times
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Transfer calls with or without an announcement
- 01:38
- Viewed 262 times
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Connect Copilot to a third party app
- 01:11
- Viewed 260 times
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Manage a call group in Teams
- 02:01
- Viewed 250 times
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Block unwanted calls
- 01:24
- Viewed 247 times
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Sections
- 02:34
- Viewed 237 times
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Customizing Views
- 03:25
- Viewed 231 times
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Disable all call forwarding
- 01:09
- Viewed 228 times
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Manage simultaneous calls
- 01:52
- Viewed 227 times
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Set call forwarding to external numbers
- 01:03
- Viewed 224 times
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Live transcription and generate summaries via AI
- 03:43
- Viewed 220 times
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Manage calls on hold
- 01:20
- Viewed 215 times
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Add participants quickly and securely
- 01:37
- Viewed 212 times
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Manage advanced call notifications
- 01:29
- Viewed 211 times
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Configure call privacy and security settings
- 02:51
- Viewed 210 times
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Use the interface to make and receive calls
- 01:21
- Viewed 207 times
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Configure call forwarding to internal numbers
- 01:02
- Viewed 205 times
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Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 205 times
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Ring multiple devices simultaneously
- 01:36
- Viewed 203 times
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Customize your voicemail greeting
- 02:17
- Viewed 201 times
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Update voicemail forwarding settings
- 01:21
- Viewed 201 times
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Use call delegation
- 01:07
- Viewed 199 times
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Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5310 times
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Create and modify a group
- 2:19
- Viewed 5250 times
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Join a group
- 1:34
- Viewed 3952 times
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Accessing applications from a group
- 1:59
- Viewed 3877 times
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Creating a group
- 2:38
- Viewed 3788 times
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How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3577 times
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Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3547 times
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Work together on the same document
- 1:07
- Viewed 3486 times
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Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3462 times
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Restoring an earlier version of your document
- 1:50
- Viewed 3250 times
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Introducing Office 365 Groups
- 1:29
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Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3096 times
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Having a conversation within a group
- 3:21
- Viewed 3046 times
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Creating a personalized permission level
- 2:46
- Viewed 3046 times
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Targeting content using a specific audience
- 3:35
- Viewed 3032 times
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Checking the granted shares
- 2:27
- Viewed 3007 times
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Remove a member from a group
- 0:29
- Viewed 3004 times
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Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 3003 times
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Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2933 times
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Create a meeting in the group calendar
- 1:12
- Viewed 2891 times
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Creating a permission group
- 3:53
- Viewed 2858 times
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Import, create, edit and share documents
- 2:35
- Viewed 2838 times
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Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2817 times
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Back up and saving notes
- 0:32
- Viewed 2745 times
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How to approve a request
- 1:30
- Viewed 2742 times
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Use and create a template
- 2:40
- Viewed 2730 times
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Access to your recent documents
- 1:14
- Viewed 2683 times
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How to request an approval
- 2:20
- Viewed 2561 times
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Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2468 times
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Creating or editing office documents in Engage
- 0:44
- Viewed 2381 times
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Use Adobe sign
- 1:20
- Viewed 2300 times
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Engaging and animating a group
- 1:55
- Viewed 2000 times
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Create a team using a template
- 1:03
- Viewed 1989 times
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Edit and enhance messages
- 1:57
- Viewed 1917 times
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Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1743 times
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Share the link to collaborate or duplicate
- 1:36
- Viewed 1730 times
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Interact in conversations
- 1:30
- Viewed 1694 times
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Create a team and add members
- 1:37
- Viewed 1596 times
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Creating or Joining a Team
- 1:11
- Viewed 1580 times
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Creating and Joining a Meeting
- 1:22
- Viewed 1503 times
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Manage a meeting
- 2:08
- Viewed 1383 times
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How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1324 times
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Overview of conversations
- 1:02
- Viewed 1319 times
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Private and small group chats
- 2:03
- Viewed 1311 times
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How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1305 times
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How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1303 times
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Create a SharePoint news and send it via mail
- 1:59
- Viewed 1228 times
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Take notes in meetings
- 0:35
- Viewed 1227 times
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Create a SharePoint site
- 2:58
- Viewed 1182 times
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File Management
- 1:04
- Viewed 1166 times
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Interact in a conversation
- 2:03
- Viewed 1165 times
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Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1143 times
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Create a folder or a file in a library
- 1:46
- Viewed 1140 times
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Create a document library
- 1:56
- Viewed 1140 times
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Create Approval Templates
- 2:06
- Viewed 1124 times
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Posting in a Channel
- 2:15
- Viewed 1123 times
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Managing Teams and Channels
- 2:15
- Viewed 1119 times
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Creating a Channel
- 2:05
- Viewed 1111 times
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Make a New Approval Request
- 1:26
- Viewed 1103 times
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Store files in conversations
- 1:38
- Viewed 1098 times
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Create and publish a SharePoint page
- 2:44
- Viewed 1084 times
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Copilot in Teams Conversations
- 2:47
- Viewed 1062 times
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Create a SharePoint Lists
- 2:18
- Viewed 1045 times
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Copilot After Teams Meetings
- 1:43
- Viewed 1036 times
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Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 1032 times
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Generate a usage report for my SharePoint site
- 1:42
- Viewed 1005 times
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Copilot During Teams Meetings
- 3:29
- Viewed 984 times
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Customise my SharePoint site navigation
- 2:20
- Viewed 974 times
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Work together on the same document
- 1:48
- Viewed 970 times
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Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 941 times
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Use Templates for Document Creation
- 1:03
- Viewed 937 times
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Manage Document Approval
- 0:56
- Viewed 927 times
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Use version history
- 1:57
- Viewed 919 times
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Enable Klaxoon as an App in Teams
- 1:44
- Viewed 917 times
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Manage Storage Spaces on Teams
- 2:05
- Viewed 914 times
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Customise my site Homepage
- 3:03
- Viewed 913 times
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Open and work on a document
- 2:42
- Viewed 897 times
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Synchronise a SharePoint document library
- 1:42
- Viewed 896 times
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Rename and find a document
- 2:00
- Viewed 893 times
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Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 865 times
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Find All Shares from the Same Person
- 01:08
- Viewed 822 times
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Make a File Request
- 01:24
- Viewed 619 times
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The Bcc Field in Detail
- 01:53
- Viewed 527 times
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Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 474 times
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Share and Collaborate OneDrive
- 02:45
- Viewed 423 times
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Send a survey or questionnaire by email
- 02:06
- Viewed 396 times
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Add and manage multiple accounts on Outlook
- 01:24
- Viewed 388 times
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Create an appointment or meeting
- 01:44
- Viewed 377 times
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Create a Meeting Poll
- 02:48
- Viewed 373 times
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Use the Meeting Dashboard
- 02:48
- Viewed 370 times
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Send Emails on Behalf of Someone Else
- 01:13
- Viewed 349 times
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Respond to a meeting
- 01:00
- Viewed 344 times
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Share a task list
- 03:10
- Viewed 343 times
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Manage Teams online meeting options
- 01:56
- Viewed 331 times
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Respond to a Meeting Poll
- 01:30
- Viewed 329 times
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Create a task from a message
- 02:00
- Viewed 323 times
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Open a Shared Calendar
- 01:29
- Viewed 315 times
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Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 314 times
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Use the Scheduling Assistant
- 01:42
- Viewed 312 times
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Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 312 times
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Prevent transfer for a meeting
- 01:19
- Viewed 308 times
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Share Your Calendar
- 01:54
- Viewed 307 times
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Use a Shared Mailbox
- 01:18
- Viewed 303 times
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Calendar Delegation Setup
- 01:21
- Viewed 301 times
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Share a document securely with Outlook
- 02:21
- Viewed 294 times
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Mailbox Delegation Setup
- 01:59
- Viewed 291 times
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Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 284 times
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View Other Calendars
- 00:50
- Viewed 282 times
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Respond to invitations as a delegate
- 02:55
- Viewed 276 times
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SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 128 times
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Personality and tone for a believable rendering
- 01:48
- Viewed 37 times
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Format and example for optimal results
- 02:03
- Viewed 37 times
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The Importance of Context in Your Applications
- 02:14
- Viewed 31 times
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Task Accuracy in Prompting
- 02:31
- Viewed 81 times
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The Basis of Prompting in Conversational AI
- 02:41
- Viewed 28 times
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What is a prompt in conversational AI?
- 02:02
- Viewed 34 times
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Extract Text from an Image
- 01:07
- Viewed 57 times
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Reply to an Email with Copilot
- 01:10
- Viewed 100 times
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Create SharePoint Pages with Copilot
- 01:49
- Viewed 110 times
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Query an Attached Meeting
- 01:51
- Viewed 43 times
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Plan with Copilot
- 01:15
- Viewed 70 times
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Share Requests with Your Team
- 03:07
- Viewed 104 times
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Translate a presentation
- 01:38
- Viewed 49 times
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Generate a Video
- 01:49
- Viewed 56 times
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Add Speaker Notes
- 00:56
- Viewed 52 times
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Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 125 times
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Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 119 times
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Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 135 times
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Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 173 times
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Copilot at the service of project reports
- 02:36
- Viewed 145 times
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Initiate a tracking table with ChatGPT
- 01:35
- Viewed 133 times
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Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 261 times
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Generate a meeting summary with ChatGPT
- 01:24
- Viewed 143 times
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Project mode
- 01:31
- Viewed 140 times
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Create an agent for a team
- 01:53
- Viewed 243 times
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Install and access Copilot Studio in Teams
- 01:38
- Viewed 239 times
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Analyze the Copilot Studio agent
- 01:25
- Viewed 113 times
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Publish the agent and make it accessible
- 01:39
- Viewed 243 times
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Copilot Studio agent settings
- 01:33
- Viewed 105 times
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Add new actions
- 01:54
- Viewed 242 times
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Create a first action
- 01:59
- Viewed 232 times
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Manage topics
- 01:51
- Viewed 133 times
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Manage knowledge sources
- 01:11
- Viewed 101 times
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Create an agent with Copilot Studio
- 01:52
- Viewed 237 times
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Access Copilot Studio
- 01:09
- Viewed 228 times
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Get started with Copilot Studio
- 01:25
- Viewed 113 times
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Introduction to PowerBI
- 00:60
- Viewed 266 times
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Introduction to Microsoft Outlook
- 01:09
- Viewed 252 times
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Introduction to Microsoft Insights
- 02:04
- Viewed 246 times
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Introduction to Microsoft Viva
- 01:22
- Viewed 280 times
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Introduction to Planner
- 00:56
- Viewed 258 times
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Introduction to Microsoft Visio
- 02:07
- Viewed 324 times
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Introduction to Microsoft Forms
- 00:52
- Viewed 263 times
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Introducing to Microsoft Designer
- 00:28
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Introduction to Sway
- 01:53
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Introducing to Word
- 01:00
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Introducing to SharePoint Premium
- 00:47
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Create a call group
- 01:15
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Use call delegation
- 01:07
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Assign a delegate for your calls
- 01:08
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Ring multiple devices simultaneously
- 01:36
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Use the "Do Not Disturb" function for calls
- 01:28
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Manage advanced call notifications
- 01:29
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Configure audio settings for better sound quality
- 02:08
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Block unwanted calls
- 01:24
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Disable all call forwarding
- 01:09
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Manage a call group in Teams
- 02:01
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Update voicemail forwarding settings
- 01:21
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Configure call forwarding to internal numbers
- 01:02
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Set call forwarding to external numbers
- 01:03
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Manage voicemail messages
- 01:55
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Access voicemail via mobile and PC
- 02:03
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Customize your voicemail greeting
- 02:17
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Transfer calls with or without an announcement
- 01:38
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Manage simultaneous calls
- 01:52
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Support third-party apps during calls
- 01:53
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Access Copilot
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Edit in Pages
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Action Function
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Search Function
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Date and Time Function
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Categories of Functions in Power FX
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Objectifs :
This video aims to introduce the concept of workflows, explaining how they can automate repetitive tasks and connect multiple applications to enhance productivity. It guides users on how to create and manage workflows effectively.
Chapitres :
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Introduction to Workflows
Workflows are powerful tools that allow you to automate repetitive tasks and connect one or more applications. This automation can save you significant time and effort, making your work processes more efficient. -
Benefits of Using Workflows
Consider how workflows could be beneficial to you. Ask yourself the following questions: - Do you perform certain tasks repeatedly? - Do you frequently switch between different applications to complete your work? - Do you receive application notifications via email and wish to manage them better? - Do you often ask the same questions in channels or private conversations? If you answered 'yes' to any of these questions, implementing workflows could greatly enhance your productivity. -
Creating Workflows
To create a workflow, follow these steps: 1. Click on the three dots in the left panel of your application. 2. Select 'Workflows' from the dropdown menu. 3. Click on 'Create' to start a new workflow. You will then access a list of available workflows categorized by actions and the applications they connect to. -
Specific Workflows for Channels
You also have the option to create workflows specific to a channel. To do this: 1. Click on the three dots next to the channel name. 2. Select 'Workflows' from the options. 3. Choose the desired workflow from the provided list or use the search bar to find it. 4. Alternatively, click on 'More Workflows' to explore additional options.
FAQ :
What are workflows and how can they help me?
Workflows are automated processes that connect applications to perform repetitive tasks. They can help you save time and increase productivity by automating actions you do frequently.
How do I create a workflow?
To create a workflow, click on the three dots in the left panel of your application, select 'Workflows' from the menu, and then click on 'Create' to start setting up your workflow.
Can I customize workflows for specific channels?
Yes, you can create specific workflows for a channel by clicking on the three dots next to the channel name, selecting 'Workflows', and then choosing or searching for the desired workflow.
What types of tasks can I automate with workflows?
You can automate various tasks such as sending notifications, managing repetitive questions, and connecting different applications to streamline your processes.
Are workflows suitable for all types of applications?
Workflows can be used with many applications, but their effectiveness depends on the specific features and integrations available within those applications.
Quelques cas d'usages :
Automating Email Notifications
A marketing team can set up a workflow to automatically send email notifications to team members whenever a new lead is generated, ensuring timely follow-up and improved response rates.
Streamlining Project Management
A project manager can create a workflow that connects a task management tool with a messaging application, allowing team members to receive updates on task completions directly in their chat channels.
Reducing Repetitive Questions
Customer support teams can implement workflows to automatically respond to frequently asked questions, reducing the time spent on repetitive inquiries and improving response efficiency.
Integrating Multiple Applications
A sales team can use workflows to connect their CRM with email and calendar applications, automating the process of scheduling meetings and sending follow-up emails after client interactions.
Enhancing Team Collaboration
A remote team can set up workflows to notify members of important updates or changes in project status across different applications, ensuring everyone stays informed and aligned.
Glossaire :
Workflows
Automated processes that connect one or more applications to perform repetitive tasks, saving time and increasing productivity.
Applications
Software programs designed to perform specific tasks for users, such as email, messaging, or project management tools.
Notifications
Alerts or messages sent by applications to inform users about updates, messages, or other important information.
Channel
A specific communication space within an application where users can interact, share information, and collaborate.
Search bar
A tool within applications that allows users to input keywords to find specific content or features quickly.