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.
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Protect a document shared by password
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Create and manage team channel
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Viva Connections in Microsoft Teams
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How to search a file in all channels
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Restrict a document to reading only
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Restrict a folder/document to certain members of your team
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How to set quiet hours
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Making Phone Calls
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Managing Several Calls at the Same Time
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Viva Connections for your colleague
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Use template to prepare your Agile SCRUM meeting
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Forwarding Calls to Another Phone Number
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Transferring a Call
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Inviting Other People to an Ongoing Call
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Accessing the Voicemail
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Forwarding Calls to a Call Group
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Receiving Phone Calls
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Changing Voicemail Greeting
- 1:16
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Receiving Phone Calls on the Mobile Application
- 1:10
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Forwarding Calls to the Voicemail
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Ringing Another Number Simultaneously
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Define your status message
- 2:13
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Adjusting Audio Devices
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Turning Off Call Forwarding
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Putting on Hold & Muting Microphone
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Blocking Specific Phone Numbers
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Join a meeting as a participant
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Edit and enhance messages
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Create a team using a template
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Plan a meeting based on a conversation
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Synchronize only one channel
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Interact in conversations
- 1:30
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Find content and people
- 0:59
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Customize notifications
- 2:05
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Schedule private or team meetings
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Start an instant meeting
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Add channels and tabs
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Pin a channel to your favorites
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Presentation of different tools in a meeting
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View events
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Automatically record a meeting
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Create a team and add members
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Reply to and react to a Teams conversation in an e-mail
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Manage accessibility settings
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Creating and Joining a Meeting
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Edit photo in Teams
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Create private and shared channels
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Creating or Joining a Team
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Create, manage and set up a breakout room
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Responding or Reacting to a Message
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Overview of conversations
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Manage a meeting
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How to integrate Klaxoon directly into a Teams meeting?
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Use Microsoft Whiteboard in meetings
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How to add Klaxoon to a current Teams meeting?
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Finding and Installing Teams for Mobile
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Change application settings
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Chancing Your Status
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Respect your right to disconnect with Insights
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Share content in meetings
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Private and small group chats
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Take notes in meetings
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Interface Overview
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Manage your teams
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Introduction to Teams
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Set up breakout rooms before the meeting
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Invite external guests
- 1:19
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How to start a Teams meeting from Klaxoon?
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Presentation of the desktop application
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Enabling Subtitles During a Meeting
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Manage privacy settings
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Starting a Conversation
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Use a background image during a video call
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File Management
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Interact in a conversation
- 2:03
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Finding Help?
- 0:56
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Isolate a conversation window
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Use and co-edit files
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Disabling Conversation Notifications
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Collaborate within a conversation with Microsoft Loop
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Understand the differences between Connectors, Applications and Tabs
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Get feedback from your coworkers with Forms questionnaires
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Retrieve items saved in a breakout room
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Set up and customize your teams
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Manage team files
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Posting in a Channel
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Managing Teams and Channels
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Generate automatic translations and transcriptions in a meeting
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Enabling Mobile Notifications
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Generate a presence report
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Register as a Participant in a Teams Webinar
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Apply a Specific Policy to a User
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Sharing Content in a Meeting
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Understand and Secure Information Sharing in Instant Messaging
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Make a New Approval Request
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Searching for Items or People
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Creating a Channel
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Schedule Message Delivery
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Store files in conversations
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Send an Email to a Team
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Following your activities and your team's activities
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Create Approval Templates
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Copilot in Teams Conversations
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Create and Send Signatures with Dedicated Services
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Use Commands and Keyboard Shortcuts
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Enable Klaxoon as an App in Teams
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Use Connectors to Receive Notifications
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Use Viva Insights in Conversations
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Manage Document Approval
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Start and Manage Your Event with Multiple People
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Participate in a Town Hall
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When and Why to Use Town Hall
- 1:38
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Differentiate Between Meeting Types
- 1:38
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Communicate Behind the Scenes
- 0:56
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Analyze Team Dynamics
- 1:19
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Moderate the Chat During a Town Hall
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Prepare Your Webinar with Microsoft Teams
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Manage Privacy in Private Channels
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Restrict a Document to Certain Team Members
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Centralize Important Events in a Single Channel Calendar
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Test Your Event with the Green Room
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End the Event and Gather Statistics
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Set Up Monitoring in a Channel with an RSS Feed
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Secure a Shared Document with a Password
- 1:28
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Ensure Your Webinar Options Before Launching
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Start and Manage Your Event Alone
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Plan and Launch a Town Hall
- 2:15
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Manage Conversation Options
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Manage Storage Spaces on Teams
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Add Interactivity to Your Teams Webinar
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Filter Your Document Display
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Secure Teams Upon Creation
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Restrict a Document to Read-Only
- 0:58
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Customize the Display of the Function Panel
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Manage priority people
- 0:24
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Edit or delete an appointment, meeting or event
- 01:50
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Create an appointment or meeting
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Respond to a meeting
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Manage Teams online meeting options
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Prevent the forwarding of an email
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The New Calendar
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Connect Copilot to a third party app
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Introduction to the New Features of Microsoft Teams
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Sections
- 02:34
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Customizing Views
- 03:25
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Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
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Join a group
- 1:34
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Create and modify a group
- 2:19
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Accessing applications from a group
- 1:59
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Creating a group
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Work together on the same document
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How to launch a New Teams Meeting in Outlook
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Do I share with OneDrive, SharePoint, or TEAMS?
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Granting access to the SharePoint site to someone outside the company
- 3:46
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Introducing Office 365 Groups
- 1:29
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Restoring an earlier version of your document
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Creating a personalized permission level
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Targeting content using a specific audience
- 3:35
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Understanding the different types and roles of team sites in SharePoint
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Sharing a folder or document with someone outside the company
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Checking the granted shares
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Remove a member from a group
- 0:29
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Restricting a document to read-only mode (Extract a document)
- 2:05
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Having a conversation within a group
- 3:21
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Creating a permission group
- 3:53
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Import, create, edit and share documents
- 2:35
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Use template to prepare your Agile SCRUM meeting
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Create a meeting in the group calendar
- 1:12
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Use and create a template
- 2:40
- Viewed 2451 times
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Access to your recent documents
- 1:14
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Back up and saving notes
- 0:32
- Viewed 2372 times
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How to approve a request
- 1:30
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How to request an approval
- 2:20
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Create a new group form or quiz in Microsoft Forms
- 1:38
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Use Adobe sign
- 1:20
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Creating or editing office documents in Engage
- 0:44
- Viewed 2038 times
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Edit and enhance messages
- 1:57
- Viewed 1700 times
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Create a team using a template
- 1:03
- Viewed 1648 times
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Engaging and animating a group
- 1:55
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Interact in conversations
- 1:30
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Share the link to collaborate or duplicate
- 1:36
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Create a team and add members
- 1:37
- Viewed 1321 times
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Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1305 times
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Creating and Joining a Meeting
- 1:22
- Viewed 1270 times
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Creating or Joining a Team
- 1:11
- Viewed 1257 times
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Overview of conversations
- 1:02
- Viewed 1132 times
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Manage a meeting
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How to integrate Klaxoon directly into a Teams meeting?
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How to add Klaxoon to a current Teams meeting?
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Private and small group chats
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- Viewed 1069 times
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Take notes in meetings
- 0:35
- Viewed 1057 times
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How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1032 times
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File Management
- 1:04
- Viewed 987 times
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Create a SharePoint news and send it via mail
- 1:59
- Viewed 985 times
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Interact in a conversation
- 2:03
- Viewed 978 times
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Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 970 times
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Create a SharePoint site
- 2:58
- Viewed 961 times
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Posting in a Channel
- 2:15
- Viewed 951 times
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Managing Teams and Channels
- 2:15
- Viewed 951 times
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Create a folder or a file in a library
- 1:46
- Viewed 936 times
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Make a New Approval Request
- 1:26
- Viewed 921 times
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Creating a Channel
- 2:05
- Viewed 920 times
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Store files in conversations
- 1:38
- Viewed 917 times
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Create Approval Templates
- 2:06
- Viewed 908 times
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Create and publish a SharePoint page
- 2:44
- Viewed 905 times
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Create a document library
- 1:56
- Viewed 878 times
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Copilot in Teams Conversations
- 2:47
- Viewed 867 times
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Create a SharePoint Lists
- 2:18
- Viewed 861 times
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Create and Send Signatures with Dedicated Services
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- Viewed 843 times
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Copilot After Teams Meetings
- 1:43
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Customise my SharePoint site navigation
- 2:20
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Copilot During Teams Meetings
- 3:29
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Generate a usage report for my SharePoint site
- 1:42
- Viewed 772 times
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Enable Klaxoon as an App in Teams
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- Viewed 752 times
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Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 749 times
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Use Templates for Document Creation
- 1:03
- Viewed 747 times
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Work together on the same document
- 1:48
- Viewed 740 times
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Manage Document Approval
- 0:56
- Viewed 736 times
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Customise my site Homepage
- 3:03
- Viewed 729 times
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Synchronise a SharePoint document library
- 1:42
- Viewed 723 times
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Use version history
- 1:57
- Viewed 711 times
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Open and work on a document
- 2:42
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Set Up Monitoring in a Channel with an RSS Feed
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Rename and find a document
- 2:00
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Manage Storage Spaces on Teams
- 2:05
- Viewed 669 times
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Make a File Request
- 01:24
- Viewed 254 times
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Find All Shares from the Same Person
- 01:08
- Viewed 244 times
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Share and Collaborate OneDrive
- 02:45
- Viewed 238 times
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Add and manage multiple accounts on Outlook
- 01:24
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Create an appointment or meeting
- 01:44
- Viewed 133 times
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Respond to a meeting
- 01:00
- Viewed 128 times
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The Bcc Field in Detail
- 01:53
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Use the Meeting Dashboard
- 02:48
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Manage Teams online meeting options
- 01:56
- Viewed 122 times
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Share a task list
- 03:10
- Viewed 121 times
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Create a task from a message
- 02:00
- Viewed 112 times
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Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 96 times
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Respond to a Meeting Poll
- 01:30
- Viewed 88 times
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Use a Shared Mailbox
- 01:18
- Viewed 86 times
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Send Emails on Behalf of Someone Else
- 01:13
- Viewed 83 times
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Share Your Calendar
- 01:54
- Viewed 82 times
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Open a Shared Calendar
- 01:29
- Viewed 82 times
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Calendar Delegation Setup
- 01:21
- Viewed 81 times
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Create a Meeting Poll
- 02:48
- Viewed 80 times
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View Other Calendars
- 00:50
- Viewed 78 times
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Send a survey or questionnaire by email
- 02:06
- Viewed 78 times
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Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 77 times
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Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 71 times
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Use the Scheduling Assistant
- 01:42
- Viewed 66 times
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Share a document securely with Outlook
- 02:21
- Viewed 64 times
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Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 62 times
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Prevent transfer for a meeting
- 01:19
- Viewed 57 times
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Mailbox Delegation Setup
- 01:59
- Viewed 55 times
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Respond to invitations as a delegate
- 02:55
- Viewed 52 times
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Use a Copilot Agent
- 01:24
- Viewed 20 times
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Modify with Pages
- 01:20
- Viewed 20 times
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Generate and manipulate an image in Word
- 01:19
- Viewed 33 times
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Create Outlook rules with Copilot
- 01:12
- Viewed 18 times
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Generate the email for the recipient
- 00:44
- Viewed 24 times
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Action Function
- 04:18
- Viewed 21 times
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Search Function
- 03:42
- Viewed 32 times
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Date and Time Function
- 02:53
- Viewed 22 times
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Logical Function
- 03:14
- Viewed 41 times
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Text Function
- 03:25
- Viewed 29 times
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Basic Function
- 02:35
- Viewed 20 times
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Categories of Functions in Power FX
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Introduction to Power Fx
- 01:09
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The New Calendar
- 03:14
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Sections
- 02:34
- Viewed 23 times
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Customizing Views
- 03:25
- Viewed 21 times
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Introduction to the New Features of Microsoft Teams
- 00:47
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Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 32 times
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Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 31 times
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Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 20 times
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Concept of Multi-Factor Authentication
- 01:51
- Viewed 45 times
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Use the narrative Builder
- 01:31
- Viewed 48 times
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Microsoft Copilot Academy
- 00:42
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Connect Copilot to a third party app
- 01:11
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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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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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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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 :
-
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.