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Microsoft New Teams Tutorial

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Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all of its features.

index

Index

A New Teams client is rolling out! Though it looks nearly identical to classic Teams, it has been redesigned from the ground up to take advantage of future developments. Microsoft will Discontinue the use of the classic team’s app in July of 2024.

This tutorial will outline how to upgrade to the New Teams and the commonly access changes.

How To Upgrade

Looking for the new Teams experience? The upgrade process itself is quick and silent, where Microsoft 365 will install the new Teams client in the background.

  • For all university owned computers, the new Teams has been silently rolling out in the background and may be presented with as the following options to switch over
New Teams Experience has been delivered to your device
  • You may be presented with an option to Upgrade your device with the New Teams experience
Prompt to upgrade your device with the New Teams experience
  • A toggle will present itself if the above processes have already been performed and are on the classic Teams experience.

During the transition phase, which will end in June of 2024, you might see two icons. The old Teams is labelled Microsoft Teams classic (work or school), and the new Teams will be labelled Microsoft Teams (work or school). The new Teams will also have a cyan “New” label on the icon as well.

Windows 10 Search for Microsoft Teams
Windows 11 Search for Microsoft Teams
macOS spotlight search for Microsoft Teams

Note

You’ll always want to open the new Teams unless you have a specific reason not to (like troubleshooting a Teams Application issue).

For a complete list of all changes in the New Microsoft Teams, please visit:

Microsoft Teams Changes

Device Settings

When you’re upgraded to the new Teams, your display settings will reset. Here’s how to change the most commonly accessed display settings.

  1. Click on the “Ellipses” in upper right-hand corner, and then “Settings”
  1. The default theme for new Teams is Light, which appears grey. Dark will color the window black. Classic will bring back the purple/gray theme from classic Teams
  1. Another commonly changed display setting is Layout. You can choose your Teams to display in a Grid view, which is the new Teams default, or a List view, which will show all your Teams in a list on the left, similar to how Outlook displays folders.

There are many other settings in Teams, and we encourage you to review your device settings and video effects (blurred and custom backgrounds) prior to joining your next meeting. Custom backgrounds may need to be re-added.

FAQ

What happened to my Contacts list on the Chat tab?

Microsoft has moved the Contacts list to the People app. You can find People by clicking the “” tab in the left navigation bar and typing “People” in the search.

To pin it to your sidebar, right click “People” then select “Pin”

Note

If People is not able to be found when searching, this means that the People App is already Pinned.

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Where are my Saved Items?

Saved Items are not currently available in new Teams. Microsoft plans to release a new functionality that will replace it and offer you a method for exporting Saved Items from Teams Classic in the near future. For now, Microsoft recommends using Classic Teams to access Saved Items.

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Why are my Office documents opening in my browser or Teams app unexpectedly?

We have observed some cases where upgrading to new Teams will reset your file open preference. You can change it by going to “Settings > Files and Links” from the (•••) menu at the upper right.

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Why can’t I tag some private channels?

We have observed that you cannot @ mention or tag some private channels in the new Teams experience. This issue appears most likely to affect older private channels and has been reported to Microsoft.

close
What happened to Groups?

Groups are now called Categories and how to create and manage categories will be discussed in the Section for Teams Chat.

close
What happened to Contacts?

Contacts have been moved to the People App. How to manage and use People will be discussed in the Teams Chat Section.

close

Install and Launch Options

If you are using a mobile device, or your personally owned computer, you can download Microsoft Team using the link below.

The page will automatically detect your operating system and redirect you to the appropriate desktop client (e.g. Windows, macOS) or mobile client (e.g. Android, Apple iOS).

The Microsoft Teams application is automatically pushed to all university owned computers. To determine if you already have it installed, search for “Teams” using the Windows Search Bar or Spotlight Search on Apple devices. If you are working on a university computer and you cannot locate the Microsoft Teams application, you can install by following the instructions below.

Windows – FDU Self Service Portal for Software

  1. Press the “Windows key” on your keyboard and type “FDU Self”
  1. Launch FDU Self Service Portal for Software” from the search results list
  1. Select the “Microsoft Teams” experience from the list and click “Install”

The classic Teams experience will be available until the end of June of 2024.

Web – Access the Office Web Application

The web client is a full, functional client that can be used from a variety of browsers including Google Chrome, Edge Browser, and Mozilla Firefox. Microsoft Teams will also be available on Safari soon. 

  1. From an internet browser, click the link below:

Office 365

  1. Sign in to your FDU Office 365 account using your NetID and NetID account password
  2. Click the “App Launcher”, then click “Teams” from the list of apps

Starting a Conversation

Teams allow’s for text-based conversations using the Chat feature. Although it does not replace email in all use cases, it is a great tool for asking quick questions or just saying hello. When using chat, please be mindful and adhere to FDU’s Written Information Security Program.

  1. Select “Chat” from the left menu and then click on the top search bar
Classic Teams
New Teams
  1. Type the name of the person you are attempting to locate and click on their name. Only FDU faculty, staff, and students are accessible in Microsoft Teams
Classic Teams
New Teams
  1. You will be brought to the chat window and can start your conversation
Classic Teams
New Teams

Navigating the Chat Window

The Chat window has many convenient tabs and shortcuts aimed at improving collaboration. Near the top of the screen, next to the name of the contact that you are chatting with, you will notice the default tabs, followed by a plus sign.

Classic Teams – Tabs
  1. Chat: tab contains the conversation
  2. Files: tab contains all files shared in during the conversation
  3. Organization: Two person conversations, the Organization tab shows your contact’s organization chart. This information is pulled from Office 365

Note

Datatel remains the authoritative source for this information and the data contained here is not intended to be 100% accurate. 

  1. In two person conversations, the “Activity” tab will list the latest activity of your contact
  2. You can use the “+ sign” to create a new tab from a file or an app. This can be a quick and convenient way to access a collaborative file that was previously shared in the conversation

To the right of these tabs are a series of shortcut icons which perform the following functions:

Classic Teams – Shortcuts

  1. Video call: icon starts a new video call
  2. Audio call: icon starts a new voice call
  3. Screen sharing: icon allows you to share your desktop or an application
  4. Add people: icon is used to invite additional people to the chat
  5. Pop out chat: icon creates a separate window with your chat
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New Teams – Tabs
  1. Chat: contains the conversation
  2. Files: Contains all files shared in during the conversation
  3. Add a Tab: Add an App to the tab list for all users

To the right of these tabs are a series of shortcut icons which perform the following functions.

Shortcuts – New Team

  1. Audio Call icon starts a new voice call
  2. Add people icon is used to invite additional people to the chat
  3. Ellipses is used for additional features:
    • Open Chat in New Window: Pops chat in separate window
    • Schedule Meeting: schedules a meeting with individual
    • Screen Sharing: initiates a screen sharing session and calls individual
    • Pin: Pins person to pinned section in teams

Note

Depending on your screen resolution and application window size, your view may differ from the picture above, but all options outlined will be available.

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Managing Contacts – Now Called People

The Chat function allows you to have conversations with one person or groups of people. In classic Teams, this is known as Contacts and in the New teams, this is called People.

The pane on the left-hand side of the screen is split into Recent and Contacts. Contacts acts like a rolodex that allows you to store and sort a list of the people you contact most frequently. The Recent list will display your most recent conversations with single people or group messages.

Types of Contacts

There are two types of contacts, directory contacts which come from your organization, and local contacts which you can add from scratch to your copy of Teams.

  • Directory contacts have some fields set by your organization, and additional fields which can be edited by you.
  • Local contacts are stored within your local copy of Teams, and do not synch with an organization’s directory.

Note

For contacts you create based on company directory, the admin may control some of the fields, like the name and email. They will appear grayed out and you will not be able to modify them. 

Classic Teams – Contacts

By default, the Contacts tab will already have a “Favorites” group. However, creating new groups can be a helpful way to organize your contacts. For example, you may wish to create a group for people that you are working with on a project or for people that you interact with from a department.

  1. To create a new contact group, click “Create a new contact group” on the bottom of the pane
  1. Enter a name for your group, and click “Create”
  1. To add contacts to a group, click the “More options” icon (•••) next to the group name and select “Add a contact to this group” from the drop-down menu
  1. Begin typing the name of your contact. Once you see their name appear, select it and select “Add”

You can add the same contact to as many groups as you would like. The chat with your contact will remain the same regardless of which group you are accessing the conversation from.

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New Teams – People

Microsoft has moved the Contacts into the People App. By default, the People tab will already have a “Favorites” group and a “My Group” category. However, creating new categoriess can be a helpful way to organize your contacts.

For example, you may wish to create a category for people that you are working with on a project or for people that you interact with from a department.

Add People to Favorites

  1. Find the contact you wish to be added to favorite and click the star in front of their name

Add People to Category

  1. Next to the contact, click the ellipses button and then click “Add Category”
  1. Type in the name of the new Category, search for an existing category, or select from the provided list
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Sharing Your Screen

Screen sharing is one of Microsoft Teams’ most powerful collaborative features. You can show your screen to your colleagues and even grant them control to edit Microsoft Office files with you in real time.

Note

Before you get started, make sure that you are using the installed version of Microsoft Teams, as the browser-based Teams version does not support this functionality. 

  1. From the chat window or from an ongoing call, click on the “Screen Sharing / Share” icon
Classic Teams
New Teams
  1. You be given a choice to either share your desktop or an application from the Microsoft Office suite, click on the window you want to share
Classic Teams
New Teams

Once you select the screen you wish to share, the members of your chat or call will be able to view your screen and request access to remotely control your desktop or program.

You can only share your screen with a mobile device user if you are engaged in an active voice or video call with them.

Requesting a Team

Creating a team provides remote team members with the ability to work together and share information via a common online space. You can also organize your information by creating channels to help optimize your team’s workflow.

To create a Microsoft Team, you must request one using an online form on SAMI Support. To request a team please follow these instructions:

  1. Navigate to the SAMI Support using the link below, logging in with your FDU NetID account

Request Microsoft Teams

  1. Click on the “Forms Tile for Faculty and Staff”
  1. Scroll down to “Microsoft Team Request” and click on it to expand the information
  1. Fill out all the fields and click on the “Submit” button

Note

You can specify additional team owners. Owners will have rights to invite and make other changes to the team after its creation.

  1. You should now see a screen informing you that your form was successfully submitted

Note

Please allow 3 to 5 business days for the Team to be created.

  1. You will receive an email once the team is created. The next time you log in to Teams you will see your team listed in the Teams section
  1. Click on your team to open the general channel. From here you can create channels, add users, and customize your team. Any team members that you add will receive an email notifying them that they were added to your team. The next time that they log in or open Teams, they will find the team listed in their Teams section

Creating Channels

Channels are dedicated sections within a team. You can keep conversations organized by specific topics, projects, disciplines, or whatever works for your team! Channels are where conversations happen and where the work gets done. There can be public channels which are open to all team members or, if you require a more select audience, private channels can be open to a subset of your team.

  1. Select Teams from the menu on the left-hand side of the screen. If you have multiple teams, select your team of choice
  1. Click on the “More options” icon (•••) next to the team name and select “Add channel”
  1. Give the channel a name, and a brief description as if would would like
  2. Select your channel’s preferred level of privacy and press “Add”

Standard channels are open for anyone to join
Private channels are invitation only

  1. If you selected “Private” you will see a window that lets you add the team members that should have access to the channel. Once all members are added, press “Close”
  1. Once a channel is created it will show up under the General channel in the channels list. If the channel was set to Private, only the members can see it. Anyone who belongs to the channel can click on it to view its contents

Note

Since channels are sections within a team, it is not possible to add members to a channel that are not part of the team.

Managing a Team

Now that your teams and channels are created, you can begin to take advantage of Microsoft Teams’ management features. Team management includes essential functions such as adding and removing members, assigning permissions for individual members, and managing your channels. You can also implement granular customizations such as setting parameters on the use of tags and emojis.

  1. Select Teams from the left menu. If you have more than one team, click on your team
  2. Click “More Options” icon (•••) next to the team name and select “Manage Team”. From here, you can select one of the following tabs

Manage Members Tab

  • Add a member by clicking “Add Member” button on the top right of the window
  • Remove a member by pressing “X” button on the right of their name
  • Use the drop-down menu to change a member’s role to Owner. This allows them full access to change settings

Manage Request Tab

  • Use this tab to accept or deny a person’s request to join your team

Manage Channels Tab

  • Create a channel by pressing the “Add channel” button on the top right of the window
  • You can restore deleted channels by expanding the “Deleted” list and pressing on “Restore”

The experience for managing a team setting varies between both the classic and new Teams.

Classic Teams – Manage Settings Tab
  • Team picture: is an optional setting which allows you to set a profile picture for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Member permissions: to set editing permissions for your team members
  • Guest permissions: settings you can allow guests to create, update, and delete channels
  • @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff: lets you allow gifs and memes to be displayed on the channel
  • Tags: setting to decide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team
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New Teams – Manage Settings Tab
  • Team Details: is an optional setting which allows you to set a profile picture, description and set privacy options for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Member permissions: to set editing permissions for your team members
  • Guest permissions: settings you can allow guests to create, update, and delete channels
  • @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff: lets you allow gifs and memes to be displayed on the channel
  • Tags: setting todecide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team
  • Team Expiration: Specifies when the Team will expire. By policy no user can change the expiration policy and can visit SAMI Support to extend the expiration when nearing the expiration date.
New Teams – Team Settings Page
New Teams – Team Details Page
New Teams – Team Image Page
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Manage Analytics Tab

  • The Analytics tab displays usage information for your team

Manage Apps Tab

  • The Apps tab allows you to add or remove application plug ins for your channels

Starting an Instant Meeting

Instead of scheduling a meeting for a future date, you can start one right away and invite people in on the fly.

  1. Select “Calendar” from the left-hand side of the screen and press “Meet Now”
  1. Give your meeting a name, select audio and video options, and press on “Join Now”
Classic Teams – Meet Now Options
New Teams – Meet Now Options
New Teams – Meet Now Audio Options
New Teams – Meet Now Invite Prompt
  1. Your meeting should start with the “Participants” tab displayed so you can start inviting people right away. As you search for people and add them to your meeting, they will receive a call to be connected
  1. As people accept the meeting invitation they will automatically be connected

Joining a Meeting

Meetings in Teams include audio, video, and screen sharing. They’re one of the key ways to collaborate in Teams.

  1. The Teams Calendar can be found by clicking Calendar in the left pane
Classing Teams – Scheduled Meeting
New Teams – Scheduled Meeting
  1. You can join a scheduled meeting by selecting the “Calendar” tab from the left menu, then finding and left clicking on your meeting and clicking join for the Classic Teams Experience, or simply press “Join” on the New Teams experience
  1. Select your video and microphone options, then left click “Join Now”
Classing Teams – Join Meeting Options
New Teams – Join Metting Options

Join

Depending on the Metting owner’s settings, you may receive a message that you are waiting for the host to let you into the meeting. You will remain on the Join Meeting Options Screen until you are admitted into the meeting.

  1. If you are the first participant that joined the meeting, you will see a black screen informing you that you are waiting for other members to join. As people join the meeting they will show up on the screen. If you are the host and your meeting has the lobby opened, you will have to admit everyone who joins the meeting
Classic Teams – Waiting in Meeting
New Teams – Person in Lobby Prompt
  1. When you are done with the meeting, close it by pressing the red telephone icon to “Hang up” the call

Scheduling a Meeting

Due to Office 365 calendar integration, scheduling video and voice meetings on Microsoft Teams is simple and convenient.

  1. Select the “Calendar” tab from the left-hand side of the screen. This screen displays your entire FDU Office 365 calendar. Next, press “New Meeting” button on the top right of the window

You will notice that the New Meeting window offers 2 tabs: “Details & Scheduling Assistant”

  1. From the “Details” tab, enter the following information about your meeting:
  • Title
  • Required Attendees

Note

You can also add optional attendees by pressing + optional button

  • Time
  • Specify whether the meeting reoccurs
  • Add Channel is optional and lets you specify an entire Teams channel to receive a meeting notification
  • Add location is optional and enables you to select a physical location for members to meet at
  • Add details like the topic of discussion, meeting outline, etc
Classic Teams – Meeting Invitation Request
New Teams – Meeting Invitation Request
  1. The “Scheduling Assistant” tab allows you to view the calendar of all attendees to check for availability. It is possible to adjust the meeting time on this tab
  1. When finished, press the “Send” button on the top of the page. The meeting will be posted on the channel you selected and invites will be emailed to all requested attendees. The meeting will also show up on the calendar of the people who have accepted the meeting invitation
Last Modified:

Microsoft New Teams Tutorial

Resources for:
icon Close

Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all of its features.

index

Index

A New Teams client is rolling out! Though it looks nearly identical to classic Teams, it has been redesigned from the ground up to take advantage of future developments. Microsoft will Discontinue the use of the classic team’s app in July of 2024.

This tutorial will outline how to upgrade to the New Teams and the commonly access changes.

How To Upgrade

Looking for the new Teams experience? The upgrade process itself is quick and silent, where Microsoft 365 will install the new Teams client in the background.

  • For all university owned computers, the new Teams has been silently rolling out in the background and may be presented with as the following options to switch over
New Teams Experience has been delivered to your device
  • You may be presented with an option to Upgrade your device with the New Teams experience
Prompt to upgrade your device with the New Teams experience
  • A toggle will present itself if the above processes have already been performed and are on the classic Teams experience.

During the transition phase, which will end in June of 2024, you might see two icons. The old Teams is labelled Microsoft Teams classic (work or school), and the new Teams will be labelled Microsoft Teams (work or school). The new Teams will also have a cyan “New” label on the icon as well.

Windows 10 Search for Microsoft Teams
Windows 11 Search for Microsoft Teams
macOS spotlight search for Microsoft Teams

Note

You’ll always want to open the new Teams unless you have a specific reason not to (like troubleshooting a Teams Application issue).

For a complete list of all changes in the New Microsoft Teams, please visit:

Microsoft Teams Changes

Device Settings

When you’re upgraded to the new Teams, your display settings will reset. Here’s how to change the most commonly accessed display settings.

  1. Click on the “Ellipses” in upper right-hand corner, and then “Settings”
  1. The default theme for new Teams is Light, which appears grey. Dark will color the window black. Classic will bring back the purple/gray theme from classic Teams
  1. Another commonly changed display setting is Layout. You can choose your Teams to display in a Grid view, which is the new Teams default, or a List view, which will show all your Teams in a list on the left, similar to how Outlook displays folders.

There are many other settings in Teams, and we encourage you to review your device settings and video effects (blurred and custom backgrounds) prior to joining your next meeting. Custom backgrounds may need to be re-added.

FAQ

What happened to my Contacts list on the Chat tab?

Microsoft has moved the Contacts list to the People app. You can find People by clicking the “” tab in the left navigation bar and typing “People” in the search.

To pin it to your sidebar, right click “People” then select “Pin”

Note

If People is not able to be found when searching, this means that the People App is already Pinned.

close
Where are my Saved Items?

Saved Items are not currently available in new Teams. Microsoft plans to release a new functionality that will replace it and offer you a method for exporting Saved Items from Teams Classic in the near future. For now, Microsoft recommends using Classic Teams to access Saved Items.

close
Why are my Office documents opening in my browser or Teams app unexpectedly?

We have observed some cases where upgrading to new Teams will reset your file open preference. You can change it by going to “Settings > Files and Links” from the (•••) menu at the upper right.

close
Why can’t I tag some private channels?

We have observed that you cannot @ mention or tag some private channels in the new Teams experience. This issue appears most likely to affect older private channels and has been reported to Microsoft.

close
What happened to Groups?

Groups are now called Categories and how to create and manage categories will be discussed in the Section for Teams Chat.

close
What happened to Contacts?

Contacts have been moved to the People App. How to manage and use People will be discussed in the Teams Chat Section.

close

Install and Launch Options

If you are using a mobile device, or your personally owned computer, you can download Microsoft Team using the link below.

The page will automatically detect your operating system and redirect you to the appropriate desktop client (e.g. Windows, macOS) or mobile client (e.g. Android, Apple iOS).

The Microsoft Teams application is automatically pushed to all university owned computers. To determine if you already have it installed, search for “Teams” using the Windows Search Bar or Spotlight Search on Apple devices. If you are working on a university computer and you cannot locate the Microsoft Teams application, you can install by following the instructions below.

Windows – FDU Self Service Portal for Software

  1. Press the “Windows key” on your keyboard and type “FDU Self”
  1. Launch FDU Self Service Portal for Software” from the search results list
  1. Select the “Microsoft Teams” experience from the list and click “Install”

The classic Teams experience will be available until the end of June of 2024.

Web – Access the Office Web Application

The web client is a full, functional client that can be used from a variety of browsers including Google Chrome, Edge Browser, and Mozilla Firefox. Microsoft Teams will also be available on Safari soon. 

  1. From an internet browser, click the link below:

Office 365

  1. Sign in to your FDU Office 365 account using your NetID and NetID account password
  2. Click the “App Launcher”, then click “Teams” from the list of apps

Starting a Conversation

Teams allow’s for text-based conversations using the Chat feature. Although it does not replace email in all use cases, it is a great tool for asking quick questions or just saying hello. When using chat, please be mindful and adhere to FDU’s Written Information Security Program.

  1. Select “Chat” from the left menu and then click on the top search bar
Classic Teams
New Teams
  1. Type the name of the person you are attempting to locate and click on their name. Only FDU faculty, staff, and students are accessible in Microsoft Teams
Classic Teams
New Teams
  1. You will be brought to the chat window and can start your conversation
Classic Teams
New Teams

Navigating the Chat Window

The Chat window has many convenient tabs and shortcuts aimed at improving collaboration. Near the top of the screen, next to the name of the contact that you are chatting with, you will notice the default tabs, followed by a plus sign.

Classic Teams – Tabs
  1. Chat: tab contains the conversation
  2. Files: tab contains all files shared in during the conversation
  3. Organization: Two person conversations, the Organization tab shows your contact’s organization chart. This information is pulled from Office 365

Note

Datatel remains the authoritative source for this information and the data contained here is not intended to be 100% accurate. 

  1. In two person conversations, the “Activity” tab will list the latest activity of your contact
  2. You can use the “+ sign” to create a new tab from a file or an app. This can be a quick and convenient way to access a collaborative file that was previously shared in the conversation

To the right of these tabs are a series of shortcut icons which perform the following functions:

Classic Teams – Shortcuts

  1. Video call: icon starts a new video call
  2. Audio call: icon starts a new voice call
  3. Screen sharing: icon allows you to share your desktop or an application
  4. Add people: icon is used to invite additional people to the chat
  5. Pop out chat: icon creates a separate window with your chat
close
New Teams – Tabs
  1. Chat: contains the conversation
  2. Files: Contains all files shared in during the conversation
  3. Add a Tab: Add an App to the tab list for all users

To the right of these tabs are a series of shortcut icons which perform the following functions.

Shortcuts – New Team

  1. Audio Call icon starts a new voice call
  2. Add people icon is used to invite additional people to the chat
  3. Ellipses is used for additional features:
    • Open Chat in New Window: Pops chat in separate window
    • Schedule Meeting: schedules a meeting with individual
    • Screen Sharing: initiates a screen sharing session and calls individual
    • Pin: Pins person to pinned section in teams

Note

Depending on your screen resolution and application window size, your view may differ from the picture above, but all options outlined will be available.

close

Managing Contacts – Now Called People

The Chat function allows you to have conversations with one person or groups of people. In classic Teams, this is known as Contacts and in the New teams, this is called People.

The pane on the left-hand side of the screen is split into Recent and Contacts. Contacts acts like a rolodex that allows you to store and sort a list of the people you contact most frequently. The Recent list will display your most recent conversations with single people or group messages.

Types of Contacts

There are two types of contacts, directory contacts which come from your organization, and local contacts which you can add from scratch to your copy of Teams.

  • Directory contacts have some fields set by your organization, and additional fields which can be edited by you.
  • Local contacts are stored within your local copy of Teams, and do not synch with an organization’s directory.

Note

For contacts you create based on company directory, the admin may control some of the fields, like the name and email. They will appear grayed out and you will not be able to modify them. 

Classic Teams – Contacts

By default, the Contacts tab will already have a “Favorites” group. However, creating new groups can be a helpful way to organize your contacts. For example, you may wish to create a group for people that you are working with on a project or for people that you interact with from a department.

  1. To create a new contact group, click “Create a new contact group” on the bottom of the pane
  1. Enter a name for your group, and click “Create”
  1. To add contacts to a group, click the “More options” icon (•••) next to the group name and select “Add a contact to this group” from the drop-down menu
  1. Begin typing the name of your contact. Once you see their name appear, select it and select “Add”

You can add the same contact to as many groups as you would like. The chat with your contact will remain the same regardless of which group you are accessing the conversation from.

close
New Teams – People

Microsoft has moved the Contacts into the People App. By default, the People tab will already have a “Favorites” group and a “My Group” category. However, creating new categoriess can be a helpful way to organize your contacts.

For example, you may wish to create a category for people that you are working with on a project or for people that you interact with from a department.

Add People to Favorites

  1. Find the contact you wish to be added to favorite and click the star in front of their name

Add People to Category

  1. Next to the contact, click the ellipses button and then click “Add Category”
  1. Type in the name of the new Category, search for an existing category, or select from the provided list
close

Sharing Your Screen

Screen sharing is one of Microsoft Teams’ most powerful collaborative features. You can show your screen to your colleagues and even grant them control to edit Microsoft Office files with you in real time.

Note

Before you get started, make sure that you are using the installed version of Microsoft Teams, as the browser-based Teams version does not support this functionality. 

  1. From the chat window or from an ongoing call, click on the “Screen Sharing / Share” icon
Classic Teams
New Teams
  1. You be given a choice to either share your desktop or an application from the Microsoft Office suite, click on the window you want to share
Classic Teams
New Teams

Once you select the screen you wish to share, the members of your chat or call will be able to view your screen and request access to remotely control your desktop or program.

You can only share your screen with a mobile device user if you are engaged in an active voice or video call with them.

Requesting a Team

Creating a team provides remote team members with the ability to work together and share information via a common online space. You can also organize your information by creating channels to help optimize your team’s workflow.

To create a Microsoft Team, you must request one using an online form on SAMI Support. To request a team please follow these instructions:

  1. Navigate to the SAMI Support using the link below, logging in with your FDU NetID account

Request Microsoft Teams

  1. Click on the “Forms Tile for Faculty and Staff”
  1. Scroll down to “Microsoft Team Request” and click on it to expand the information
  1. Fill out all the fields and click on the “Submit” button

Note

You can specify additional team owners. Owners will have rights to invite and make other changes to the team after its creation.

  1. You should now see a screen informing you that your form was successfully submitted

Note

Please allow 3 to 5 business days for the Team to be created.

  1. You will receive an email once the team is created. The next time you log in to Teams you will see your team listed in the Teams section
  1. Click on your team to open the general channel. From here you can create channels, add users, and customize your team. Any team members that you add will receive an email notifying them that they were added to your team. The next time that they log in or open Teams, they will find the team listed in their Teams section

Creating Channels

Channels are dedicated sections within a team. You can keep conversations organized by specific topics, projects, disciplines, or whatever works for your team! Channels are where conversations happen and where the work gets done. There can be public channels which are open to all team members or, if you require a more select audience, private channels can be open to a subset of your team.

  1. Select Teams from the menu on the left-hand side of the screen. If you have multiple teams, select your team of choice
  1. Click on the “More options” icon (•••) next to the team name and select “Add channel”
  1. Give the channel a name, and a brief description as if would would like
  2. Select your channel’s preferred level of privacy and press “Add”

Standard channels are open for anyone to join
Private channels are invitation only

  1. If you selected “Private” you will see a window that lets you add the team members that should have access to the channel. Once all members are added, press “Close”
  1. Once a channel is created it will show up under the General channel in the channels list. If the channel was set to Private, only the members can see it. Anyone who belongs to the channel can click on it to view its contents

Note

Since channels are sections within a team, it is not possible to add members to a channel that are not part of the team.

Managing a Team

Now that your teams and channels are created, you can begin to take advantage of Microsoft Teams’ management features. Team management includes essential functions such as adding and removing members, assigning permissions for individual members, and managing your channels. You can also implement granular customizations such as setting parameters on the use of tags and emojis.

  1. Select Teams from the left menu. If you have more than one team, click on your team
  2. Click “More Options” icon (•••) next to the team name and select “Manage Team”. From here, you can select one of the following tabs

Manage Members Tab

  • Add a member by clicking “Add Member” button on the top right of the window
  • Remove a member by pressing “X” button on the right of their name
  • Use the drop-down menu to change a member’s role to Owner. This allows them full access to change settings

Manage Request Tab

  • Use this tab to accept or deny a person’s request to join your team

Manage Channels Tab

  • Create a channel by pressing the “Add channel” button on the top right of the window
  • You can restore deleted channels by expanding the “Deleted” list and pressing on “Restore”

The experience for managing a team setting varies between both the classic and new Teams.

Classic Teams – Manage Settings Tab
  • Team picture: is an optional setting which allows you to set a profile picture for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Member permissions: to set editing permissions for your team members
  • Guest permissions: settings you can allow guests to create, update, and delete channels
  • @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff: lets you allow gifs and memes to be displayed on the channel
  • Tags: setting to decide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team
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New Teams – Manage Settings Tab
  • Team Details: is an optional setting which allows you to set a profile picture, description and set privacy options for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Member permissions: to set editing permissions for your team members
  • Guest permissions: settings you can allow guests to create, update, and delete channels
  • @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff: lets you allow gifs and memes to be displayed on the channel
  • Tags: setting todecide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team
  • Team Expiration: Specifies when the Team will expire. By policy no user can change the expiration policy and can visit SAMI Support to extend the expiration when nearing the expiration date.
New Teams – Team Settings Page
New Teams – Team Details Page
New Teams – Team Image Page
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Manage Analytics Tab

  • The Analytics tab displays usage information for your team

Manage Apps Tab

  • The Apps tab allows you to add or remove application plug ins for your channels

Starting an Instant Meeting

Instead of scheduling a meeting for a future date, you can start one right away and invite people in on the fly.

  1. Select “Calendar” from the left-hand side of the screen and press “Meet Now”
  1. Give your meeting a name, select audio and video options, and press on “Join Now”
Classic Teams – Meet Now Options
New Teams – Meet Now Options
New Teams – Meet Now Audio Options
New Teams – Meet Now Invite Prompt
  1. Your meeting should start with the “Participants” tab displayed so you can start inviting people right away. As you search for people and add them to your meeting, they will receive a call to be connected
  1. As people accept the meeting invitation they will automatically be connected

Joining a Meeting

Meetings in Teams include audio, video, and screen sharing. They’re one of the key ways to collaborate in Teams.

  1. The Teams Calendar can be found by clicking Calendar in the left pane
Classing Teams – Scheduled Meeting
New Teams – Scheduled Meeting
  1. You can join a scheduled meeting by selecting the “Calendar” tab from the left menu, then finding and left clicking on your meeting and clicking join for the Classic Teams Experience, or simply press “Join” on the New Teams experience
  1. Select your video and microphone options, then left click “Join Now”
Classing Teams – Join Meeting Options
New Teams – Join Metting Options

Join

Depending on the Metting owner’s settings, you may receive a message that you are waiting for the host to let you into the meeting. You will remain on the Join Meeting Options Screen until you are admitted into the meeting.

  1. If you are the first participant that joined the meeting, you will see a black screen informing you that you are waiting for other members to join. As people join the meeting they will show up on the screen. If you are the host and your meeting has the lobby opened, you will have to admit everyone who joins the meeting
Classic Teams – Waiting in Meeting
New Teams – Person in Lobby Prompt
  1. When you are done with the meeting, close it by pressing the red telephone icon to “Hang up” the call

Scheduling a Meeting

Due to Office 365 calendar integration, scheduling video and voice meetings on Microsoft Teams is simple and convenient.

  1. Select the “Calendar” tab from the left-hand side of the screen. This screen displays your entire FDU Office 365 calendar. Next, press “New Meeting” button on the top right of the window

You will notice that the New Meeting window offers 2 tabs: “Details & Scheduling Assistant”

  1. From the “Details” tab, enter the following information about your meeting:
  • Title
  • Required Attendees

Note

You can also add optional attendees by pressing + optional button

  • Time
  • Specify whether the meeting reoccurs
  • Add Channel is optional and lets you specify an entire Teams channel to receive a meeting notification
  • Add location is optional and enables you to select a physical location for members to meet at
  • Add details like the topic of discussion, meeting outline, etc
Classic Teams – Meeting Invitation Request
New Teams – Meeting Invitation Request
  1. The “Scheduling Assistant” tab allows you to view the calendar of all attendees to check for availability. It is possible to adjust the meeting time on this tab
  1. When finished, press the “Send” button on the top of the page. The meeting will be posted on the channel you selected and invites will be emailed to all requested attendees. The meeting will also show up on the calendar of the people who have accepted the meeting invitation
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Microsoft Office 2019 University Wide Standard

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Microsoft Office 2019 Pro Plus is Fairleigh Dickinson University’s standard office productivity software suite used on all FDU-owned laptops and desktops.

Office 2019 Pro Plus is the current version installed on all university computer labs and Microsoft Office 2019 is the current version for all Apple macOS devices.

FDU Faculty and Staff in possession of a university-owned laptop or desktop who has Microsoft Office 2016 Pro Plus installed, may upgrade to the latest version of Office 2019 Pro Plus using the FDU Self Service Portal for Software. Follow the instructions below to upgrade.

Windows

Launch Microsoft Office 2019 Pro Plus from the FDU Self Service Portal for Software

macOS

Compatible macOS devices will upgrade to the latest version of Office 2019 Pro Plus automatically (minimum version macOS 10.13)

For more information visit:

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Microsoft Office 365 Apps

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Microsoft Office 365 offers a comprehensive set of software tools that facilitate documentation, collaboration, and communication. These tools are available on the Web or as downloadable desktop Office 365 apps.

Below is a list of articles for each of the available tools in the Microsoft Office 365 environment. Each article contains information on what each application is and training on how to use them.


Outlook

Outlook allows you to connect and stay organized with your email, calendar, and contacts all in one place.


Word

Word allows you to collaboratively view, edit, and create high-quality shared documents.


Excel

Excel is the industry leading spreadsheet program, a powerful data visualization and analysis tool.


PowerPoint

PowerPoint is a slideshow presentation program that’s part of the Microsoft office suite of tools. PowerPoint makes it easy to create, collaborate, and present your ideas in dynamic, visually compelling ways.


Teams

Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all its features.


OneNote

OneNote is a cross-functional digital notebook. You can organize different notebooks into sections and pages with easy annotation and navigation tools.


OneDrive

OneDrive and Microsoft 365 make it easy to access, share, and collaborate with your classmates or co-workers on files from anywhere within FDU.


Lists

Lists you can Build and share lists to help you track issues, assets, routines, contacts, inventory, and more. You can get started with Microsoft Lists from Microsoft 365, from MS Teams or from within SharePoint.


Power Apps

Power Apps is a suite of apps, services, connectors, and data platform that provides a rapid application development environment to build custom apps. Using Power Apps, you can quickly build custom apps that connect to data stored throughout Microsoft 365.


Power Automate

Power Automate is a service that helps you create automated workflows between apps and services to synchronize files, get notifications, collect data and more.


Power BI

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization or embed them in your app or website. It allows connections to hundreds of data sources and generate live dashboards and reports.


Planner

Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you are working on, and get updates on progress.


Bookings

Bookings offers a simpler way to organize schedules and manage appointments. Microsoft Bookings includes a web-based booking calendar and integrates with Outlook to optimize your calendar and give your contacts the flexibility to book a time that works best for everyone involved.


Forms

Forms is an app that lets you create surveys, quizzes, and polls to collect real-time responses from students, collaborates and colleagues. It has built-in analytics to evaluate responses, and export results to Excel for additional analysis or grading.

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Microsoft Office 365 Suite for Students

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The Microsoft productivity suite subscription includes Office for the Web, stand-alone, downloadable Office 365 desktop clients and mobile apps. Included in the Microsoft Office suite of products are

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft OneNote
  • Microsoft Outlook
  • Microsoft Publisher
  • Microsoft Access

Available Platforms

  • Windows 10 or higher
  • Mac
  • iOS, Android, Other Devices
  • Browsers – Current versions of Safari, Chrome, Firefox, Microsoft Edge, and Internet Explorer

Eligibility

  • Current students that are registered for classes for the current term or a future term.

How to Install Microsoft Office 365 Pro Plus

Current students can download the latest version of Microsoft Office free of charge as part of the Microsoft Campus Agreement. Microsoft Office Suite can be installed on up to five devices.

Note

Students leaving Fairleigh Dickinson University (by graduating or otherwise) will need to purchase Office to continue using it. You will be prompted by Microsoft to purchase Office the next time you launch the software. If you don’t purchase Office, you will still be able to open the documents you created but won’t be able to edit them or create new documents.

  • Office 365 Pro Plus can be installed on Windows 10 or higher
  • Office 365 Pro Plus can be installed on Mac OS 10.13.6 (Sierra) or higher

Steps

  1. Visit the Office Portal

Office Portal

  1. Enter your FDU NetID and then click “Next”. This will re-direct you to the FDU SSO login page
  1. Enter your FDU NetID and Password then click “Sign In“. Follow the prompts on the next screen to authenticate with Duo
  1. In the Software window, click “Office“. Then click the “Install” button
Windows
macOS
  1. The software will be downloaded and installed on your computer. Your copy of Microsoft Office remains active until you leave the University, at which point, you will either need to uninstall it or purchase a license key

Note

Any computer with Office 365 Pro Plus installed on it must connect to the Internet at least once every 30 days so the status of your subscription can be verified. If you do not connect to the Internet every 30 days or less, Office 365 will go into reduced functionality mode. Once the computer reconnects to the Internet and the subscription status is verified, all features will become available again.

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Microsoft Scheduling Poll in Outlook

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Through Microsoft Outlook’s Scheduling Poll (formerly FindTime), you can select a few possible meeting times and send attendees a link to a poll that allows them to vote for what meeting time works best for them. Once a consensus is reached, you schedule the meeting for the preferred time.

Scheduling Poll Icon
  • Like the Scheduling Assistant, the Scheduling Poll allows you to preview attendees’ FDU Outlook calendars (if available) so that the best possible options can be selected. This particular aspect of the feature will be less useful for attendees who…
    • DO NOT have FDU Outlook calendars
    • Have FDU Outlook calendars, but don’t keep them up-to-date
  • The Scheduling Poll has other convenient features, including email updates, the ability to schedule a meeting automatically, and more.
  • When using the Outlook web client, the Scheduling Poll feature is not available for emails composed in plain text. Emails must be composed in HTML.

Note

Doodle, a meeting scheduler add-in for Outlook, is not an approved application for use at FDU. Please use Microsoft Scheduling Poll as your meeting scheduling tool, as detailed in this article.

Where can I access the Scheduling Poll feature?

Windows

You can access the Scheduling Poll via the Mail or Calendar tabs of the Outlook desktop application.

In Mail, you can access the Scheduling Poll as follows:

  1. Select “Reply with Scheduling Poll” on the “Home” tab when an email is open in the reading pane
  1. Launch the compose pane by either creating a new message or hitting reply/forward for an existing message. List required recipients in the “To” field and optional recipients in the “CC” field. Then, on the “Message” tab, select “New Scheduling Poll”

In Calendar, you can access the Scheduling Poll as follows:

  1. Either by launching the compose form to create a new meeting event or opening an existing event in the edit form. List required attendees in the “Required” field and optional attendees in the “Optional” field. Select “New Scheduling Poll” under the “Meeting” tab
  1. Start a new message or event
  2. In the “Subject/Title” field, type what will eventually become the event’s name.
    • For example, “Team Meeting”
  3. In the “To/Required” or Optional fields, add the people who will be attendees for this meeting. They do not all have to be from FDU. Scheduling Polls can be sent to and completed by non-FDU email addresses
  4. Press into the body of the email and compose a message
  5. Press into the area of the email body where you want the link to the Scheduling Poll to show up
  6. Select the “Scheduling Poll” tab
  7. A Scheduling Poll panel will open. From here, you can adjust your meeting duration, move between dates, and preview the availability of your attendees

Note

When selecting times for your poll, you can preview attendees’ FDU Outlook calendars, if available.

  1. Select times that work for as many attendees as possible, paying particular attention to the attendees whose attendance is most critical
  2. Press “Next” to proceed to the next step
  3. A new panel will open with the ability to delete selected times or adjust the meeting location

Note

You can also turn the Teams meeting feature on if you want Outlook to automatically schedule a Teams virtual meeting for this event.

  1. Press “Manage Poll Settings” to expand the menu. Options include:
    • Schedule when attendees reach consensus – Automatically schedules a meeting and sends out an invite to attendees if everyone agrees on a particular time. If multiple times work, the earliest one will be selected.
    • Hold selected times on my calendar – Puts a temporary hold on the scheduler’s calendar for each of the selected times. These holds are removed when the final invite is sent out.
    • Notify me about poll updates – Outlook will send an email update to the scheduler whenever an attendee submits their poll response.
    • Require attendees to verify their identity – Forces respondents to verify their identity either by logging in to their Outlook account or entering a numerical code that Microsoft sends them.
    • Lock poll for attendees – Prevents attendees from adding more people to the meeting or suggesting new meeting times.
  1. When you’re ready, press “Create Poll”
  2. A Scheduling Poll meeting link will be inserted into your email
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macOS

You can access “Scheduling Poll” via the Mail tab on the Outlook desktop application.

  1. Open the Outlook desktop application on your Mac
  2. Start a new email message
  3. In the “Subject” field, type what will eventually become the name of the event. For example: “Team Meeting”
  4. In the “To” field, add the people who will be attendees for this meeting. They do not all have to be from FDU (Scheduling Polls can be sent to and completed by non-FDU email addresses)
  5. Press into the body of the email and compose a message
  6. Press into the area of the email body where you want the link to the Scheduling Poll to show up
  7. Press on the “More Options” button and select “Scheduling Poll”
  1. A “Scheduling Poll” panel will open. From here, you can adjust your meeting duration, move between dates, and preview your attendees’ availability

Note

When selecting times for your poll, you can preview attendees’ FDU Outlook calendars, if available.

  1. Select times that work for as many attendees as possible, paying particular attention to the attendees whose attendance is most critical
  2. Click “Next” to proceed to the next step
  3. A new panel will open with the ability to delete selected times or adjust the meeting location

Note

You can also turn the Teams meeting feature on if you want Outlook to automatically schedule a Teams virtual meeting for this event.

  1. Press on “Manage Poll Settings” to expand the menu
  1. When you’re ready, press “Create Poll”
  2. A Scheduling Poll meeting link will be inserted into your email
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Outlook on Web

You can access the “Scheduling Poll” feature via the Mail or Calendar web apps.

  1. Login to the FDU Office 365 Portal

FDU Office 365 Portal

  1. Create a new email or select an email to reply to
  1. In the “Subject” field, type what will eventually become the name of the event. For example, “Team Meeting”
  2. In the “To” field, add the people who will be attendees for this meeting. They do not all have to be from Fairleigh Dickinson University (Scheduling Polls can be sent to and completed by non-FDU email addresses)
  3. Press into the body of the email and compose a message
  4. Press into the area of the email body where you want the link to the Scheduling Poll to show up
  5. Press on the “More Options” button and select “Scheduling Poll”

Note

If the “Scheduling Poll” option is grayed out, make sure you have clicked into the body of the email and that your email is being composed in HTML and not plain text.

  1. A “Scheduling Poll” panel will open. From here, you can adjust your meeting duration, move between dates, and preview your attendees’ availability

Note

When selecting times for your poll, you can preview attendees’ FDU Outlook calendars, if available.

  1. Select times that work for as many attendees as possible, paying particular attention to the attendees whose attendance is most critical
  2. Press “Next” to proceed to the next step
  3. A new panel will open with the ability to delete selected times or adjust the meeting location

Note

You can also turn the Teams meeting feature on if you want Outlook to automatically schedule a Teams virtual meeting for this event.

  1. Press on “Manage Poll Settings” to expand the menu
    • Schedule when attendees reach consensus – Automatically schedules a meeting and sends out an invite to attendees if everyone agrees on a particular time. If multiple times work, the earliest one will be selected.
    • Hold selected times on my calendar – Puts a temporary hold on the scheduler’s calendar for each of the selected times. These holds are removed when the final invite is sent out.
    • Notify me about poll updates – Outlook will send an email update to the scheduler whenever an attendee submits their poll response.
    • Require attendees to verify their identity – Forces respondents to verify their identity either by logging in to their Outlook account or entering a numerical code that Microsoft sends them.
    • Lock poll for attendees – Prevents attendees from adding more people to the meeting or suggesting new meeting times.
  2. When you’re ready, press “Create Poll”
  3. A Scheduling Poll meeting link will be inserted into your email
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How do I finalize, vote, and manage a Scheduling Poll?

Sending a finalized Meeting Invite

This section describes how to manually send an invite from scheduling poll results. When setting up your poll, you can also have Outlook automatically send an invite if/when your attendees reach a consensus.

  1. Visit the Scheduling Poll Dashboard on the Web and enter your FDU NetID credentials

Scheduling Poll Web Dashboard

  1. Your scheduling polls will be listed. Press on a “Poll” to view attendees responses
  2. Find a time that works for as many people as possible and press “Schedule Meeting”
  1. A new event invitation will open with all of your attendees listed. Make modifications as necessary, once done, press “Send”
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Voting on a Scheduling Poll
  1. When a scheduling poll is sent to you via email, press “Vote”
  1. If necessary, select your name from the list of attendees
  1. Vote for meeting times by selecting “Preferred, Yes, or No”
  1. Depending on how the poll was set up, you may be able to add more attendees or meeting times to the poll
  2. When you’re ready, press “Vote” to submit your responses

Tip

If you need to change your responses, you can press the “Vote” button again in the original email and repeat the process.

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Managing my Scheduling Polls

The Scheduling Poll Dashboard allows organizers to view all the polls they have created, manage them, and change default settings for new polls.

  1. Visit the Scheduling Poll Dashboard and enter your FDU NetID credentials

Scheduling Poll Web Dashboard

  1. Your scheduling polls will be listed. From here, you can manage polls and your default poll settings
  1. Press on the name of a poll to view responses
  2. A window will open where you can…
    • Send poll reminders
    • Cancel the poll
    • View attendee responses
    • Adjust your responses
    • Add/edit attendees and times
    • Send a meeting invite
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Microsoft Teams Tutorial

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Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all of its features.
index

Index

Install and Launch Options

If you are using a mobile device, or your personally owned computer, you can download Microsoft Team using the link below.

The page will automatically detect your operating system and redirect you to the appropriate desktop client (e.g. Windows, macOS) or mobile client (e.g. Android, Apple iOS).

The Microsoft Teams application is automatically pushed to most university owned computers. To determine if you already have it installed, search for “Teams” using the Windows Search Bar or Spotlight Search on Apple devices. If you are working on a university computer and you cannot locate the Microsoft Teams application, you can install by following the instructions below.

Windows – Portal Manager

  1. Press the Windows key on your keyboard and type Portal Manager
  2. Launch Portal Manager from the search results list
  1. Select Microsoft Teams from the list and click Install

Mac – FDU Self Help

  1. Press cmd+space on your keyboard and type FDU Self Service
  1. Launch FDU Self Service from the spotlight search results
  1. Locate and double click on Microsoft Teams. If Teams is already installed, it will not show up on the list

Web – Access the Office Web Application

The web client is a full, functional client that can be used from a variety of browsers including Google Chrome, Edge Browser, and Mozilla Firefox. Microsoft Teams will also be available on Safari soon. 

  1. From an internet browser, go to  office365.fdu.edu
  2. Sign in to your FDU Office 365 account using your NetID and NetID account password
  3. Select  Teams from the list

Starting a Conversation

Teams allows for text-based conversations using the Chat feature. Although it does not replace email in all use cases, it is a great tool for asking quick questions or just saying hello. When using chat, please be mindful and adhere to FDU’s Written Information Security Program.

  1. Select Chat from the left menu and then click on the top search bar
  1. Type the name of the person you are attempting to locate and click on their name. Only FDU faculty, staff, and students are accessible in Microsoft Teams
  1. You will be brought to the chat window and can start your conversation

Navigating the Chat Window

The Chat window has many convenient tabs and shortcuts aimed at improving collaboration. Near the top of the screen, next to the name of the contact that you are chatting with, you will notice the default tabs, followed by a plus sign.

Tabs

  1. The Chat tab contains the conversation
  2. The Files tab contains all files shared in during the conversation
  3. In two person conversations, the Organization tab shows your contact’s organization chart. This information is pulled from Office 365. Datatel remains the authoritative source for this information and the data contained here is not intended to be 100% accurate
  4. In two person conversations, the Activity tab will list the latest activity of your contact
  5. You can use the + sign to create a new tab from a file or an app. This can be a quick and convenient way to access a collaborative file that was previously shared in the conversation

To the right of these tabs are a series of shortcut icons which perform the following functions.

Shortcuts

a. The Video call icon starts a new video call
b. The Audio call icon starts a new voice call
c. The Screen sharing icon allows you to share your desktop or an application
d. The Add people icon is used to invite additional people to the chat
e. The Pop out chat icon creates a separate window with your chat

Managing Contacts

The Chat function allows you to have conversations with one person or groups of people. The pane on the left-hand side of the screen is split into Recent and Contacts. Contacts acts like a rolodex that allows you to store and sort a list of the people you contact most frequently. The Recent list will display your most recent conversations with single people or group messages.

By default, the Contacts tab will already have a “Favorites” group. However, creating new groups can be a helpful way to organize your contacts. For example, you may wish to create a group for people that you are working with on a project or for people that you interact with from a department.

  1. To create a new contact group, click “Create a new contact group” on the bottom of the pane
  1. Enter a name for your group, and click “Create
  1. To add contacts to a group, click the “More options” icon (3 dots) next to the group name and select “Add a contact to this group” from the drop-down menu
  1. Begin typing the name of your contact. Once you see their name appear, select it and select “Add

You can add the same contact to as many groups as you would like. The chat with your contact will remain the same regardless of which group you are accessing the conversation from.

Sharing Your Screen

Screen sharing is one of Microsoft Teams’ most powerful collaborative features. You can show your screen to your colleagues and even grant them control to edit Microsoft Office files with you in real time.

Before you get started, make sure that you are using the installed version of Microsoft Teams, as the browser based OWA version does not support this functionality.

  1. From the chat window or from an ongoing call, click on the “Screen sharing / Share” icon
  1. You be given a choice to either share your desktop or an application from the Microsoft Office suite, click on the window you want to share

Once you select the screen you wish to share, the members of your chat or call will be able to view your screen and request access to remotely control your desktop or program.

You can only share your screen with a mobile device user if you are engaged in an active voice or video call with them.

Requesting a Team

Creating a team provides remote team members with the ability to work together and share information via a common online space. You can also organize your information by creating channels to help optimize your team’s workflow.

  1. Navigate to the forms website and log in using you FDU NetID account information
  1. Scroll down to Microsoft Team Request and click on it to expand the information
  1. Fill out all the fields and click on the “Request Microsoft Team” button

Note

You can specify additional team owners. Owners will have rights to invite and make other changes to the team after its creation.

  1. You should now see a screen informing you that your form was successfully submitted. Please allow 3 to 5 business days for the Team to be created
  2. You will receive an email once the team is created. The next time you log in to Teams you will see your team listed in the Teams section
  1. Click on your team to open the general channel. From here you can create channels, add users, and customize your team. Any team members that you add will receive an email notifying them that they were added to your team. The next time that they log in or open Teams, they will find the team listed in their Teams section

Creating Channels

Channels are dedicated sections within a team. You can keep conversations organized by specific topics, projects, disciplines, or whatever works for your team! Channels are where conversations happen and where the work gets done. There can be public channels which are open to all team members or, if you require a more select audience, private channels can be open to a subset of your team.

  1. Select Teams from the menu on the left-hand side of the screen. If you have multiple teams, select your team of choice
  1. Click on the “More options” icon (3 dots) next to the team name and select “Add channel
  1. Give the channel a name. Optionally, you can write in a brief description as well
  2. Select your channel’s preferred level of privacy and click “Add
  • Standard channels are open for anyone to join.
  • Private channels are invitation only.
  1. If you selected “Private” you will see a window that lets you add the team members that should have access to the channel. Once all members are added, click “Close
  1. Once a channel is created it will show up under the General channel in the channels list. If the channel was set to Private, only the members can see it. Anyone who belongs to the channel can click on it to view its contents

Note

Since channels are sections within a team, it is not possible to add members to a channel that are not part of the team.

Managing a Team

Now that your teams and channels are created, you can begin to take advantage of Microsoft Teams’ management features. Team management includes essential functions such as adding and removing members, assigning permissions for individual members, and managing your channels. You can also implement granular customizations such as setting parameters on the use of tags and emojis.

  1. Select Teams from the left menu. If you have more than one team, click on your team
  2. Click “More Options” icon (3 dots) next to the team name and select “Manage Team“. From here, you can select one of the following tabs

Manage Members Tab

  • Add a member by clicking “Add Member” button on the top right of the window
  • Remove a member by clicking “X” button on the right of their name
  • Use the drop-down menu to change a member’s role to Owner. This allows them full access to change settings

Manage Request Tab

  • Use this tab to accept or deny a person’s request to join your team

Manage Channels Tab

  • Create a channel by clicking the Add channel button on the top right of the window
  • You can restore deleted channels by expanding the Deleted list and clicking on Restore

Manage Settings Tab

  • The Team picture is an optional setting which allows you to set a profile picture for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Use Member permissions to set editing permissions for your team members
  • With the Guest permissions settings you can allow guests to create, update, and delete channels
  • @mentions lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff lets you allow gifs and memes to be displayed on the channel
  • Use the Tags setting to decide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team

Manage Analytics Tab

  • The Analytics tab displays usage information for your team

Manage Apps Tab

  • The Apps tab allows you to add or remove application plug ins for your channels

Choosing a Team Type

When you create a new team in Microsoft Teams, you’ll be asked to select from one of four teams.

Learn more in the table below about which team meets your teaching and learning goals.

Class Professional Learning Community (PLC) Staff Other
Description Teachers and students collaborating on group projects, assignments, and more. Educators collaborating within a professional learning community. Examples: academic department, grade band, or group working on a shared goal. Staff leaders and staff members collaborating on school administration and development. Students and school employees collaborating in interest groups and clubs.
Team Owners & Team Members Teachers are team owners and add students as team members. Educators form the team and other educators join the team. Staff leaders are team owners and add staff members as team members. Any combination of students and school staff can form a team and add members.
Permissions Teachers moderate student conversations and who can post where. Students only have write permission in certain areas. Educators share equal read-write permissions. Staff leaders control posting settings. Staff members only have write permission in certain areas. Team members share equal read-write permissions unless the team owner(s) alter the settings.
Features Class Notebook Assignments Conversations Files Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites like Microsoft Forms OneNote notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites Staff Notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites OneNote notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites
Educational Goals Assign, track, and review student work Export grades Collaborate and communicate in the classroom Make announcements Administer quizzes and polls Work in student groups Share and organize rich content Invite virtual experts into the classroom Collaborate in professional learning communities Communicate Make announcements Share work Organize virtual or face-to-face meetings Work in smaller groups Share and organize content Oversee professional development, staff, and administrative goals Communicate Make announcements Share content and progress reports Work in smaller groups Organize virtual or face-to-face meetings Collaborate and communicate with team members Make announcements Share content Organize virtual or face-to-face meetings Work in smaller groups

Starting an Instant Meeting

Instead of scheduling a meeting for a future date, you can start one right away and invite people in on the fly.

  1. Select “Calendar” from the left-hand side of the screen and click “Meet Now
  1. Give your meeting a name, select audio and video options, and click on “Join Now
  1. Your meeting should start with the Participants tab displayed so you can start inviting people right away. As you search for people and add them to your meeting, they will receive a call to be connected

4. As people accept the meeting invitation they will automatically be connected

Joining a Meeting

Meetings in Teams include audio, video, and screen sharing. They’re one of the key ways to collaborate in Teams.

  1. You can join a scheduled meeting by selecting the “Calendar” tab from the left menu, then finding and left-clicking on your meeting
  1. Click “Join” button on the top of the page
  1. Select your video and microphone options, then left click “Join Now
  1. If you are the first participant that joined the meeting, you will see a black screen informing you that you are waiting for other members to join. As people join the meeting they will show up on the screen.
  1. When you are done with the meeting, close it by clicking the red telephone icon to “Hang up” the call

Scheduling a Meeting

Due to Office 365 calendar integration, scheduling video and voice meetings on Microsoft Teams is simple and convenient.

  1. Select the “Calendar” tab from the left-hand side of the screen. This screen displays your entire FDU Office 365 calendar. Next, click “New Meeting” button on the top right of the window

You will notice that the New Meeting window offers 2 tabs, Details and Scheduling Assistant

  1. From the Details tab, enter the following information about your meeting:
  • Title
  • Required Attendees

Note

You can also add optional attendees by clicking +optional button

  • Time
  • Specify whether the meeting reoccurs
  • Add Channel is optional and lets you specify an entire Teams channel to receive a meeting notification
  • Add location is optional and enables you to select a physical location for members to meet at
  • Add details like the topic of discussion, meeting outline, etc
  1. The Scheduling Assistant tab allows you to view the calendar of all attendees to check for availability. It is possible to adjust the meeting time on this tab
  1. When finished, click the “Send” button on the top of the page. The meeting will be posted on the channel you selected and invites will be emailed to all requested attendees. The meeting will also show up on the calendar of the people who have accepted the meeting invitation
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Microsoft Workplace Discount Program

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What is the Microsoft Workplace Discount Program?

The Microsoft Workplace Discount Program is an employee purchase program with Microsoft for eligible faculty and staff of Fairleigh Dickinson University. The Workplace Discount Program allows eligible employees to buy an annual subscription to Microsoft 365 Family or Microsoft 365 Personal at a discount for use on personal devices.

FDU faculty and staff members with a valid work email address can begin signing up for the Microsoft Workplace Discount Program with their FDU email address. Notification of your Microsoft Workplace Discount Program eligibility is sent to your FDU email address inbox.

To confirm eligibility, visit the link below and enter your FDU email address.

Microsoft Workplace Discount Program Eligibility

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What is Microsoft 365?

Microsoft 365 is a subscription-based software service. The subscription includes premium Office applications like Word, Excel, PowerPoint, and Outlook. 1TB of OneDrive cloud storage, advanced security features, and support from Microsoft experts are also included with the subscription. 

The Microsoft Workplace Discount Program offers two types of Microsoft 365 subscriptions at a discounted rate:

  1. Microsoft 365 Personal – Includes subscription benefits mentioned above, for 1 person—discounted rate of 30%, $48.99 yearly or $6.99 monthly, usually $69.99 annually
  2. Microsoft 365 Family – Includes subscription benefits mentioned above, for up to 5 people in your family—discounted rate of 30%, $69.99 yearly or $9.99 monthly, usually $99.99 annually
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What is the difference between Office 2021 (one-time purchase) and Microsoft 365 (subscription)?

Microsoft 365 is a subscription-based software service that comes with premium apps like Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access (Publisher and Access available on PC only). The apps can be installed on multiple devices, including PCs, Macs, iPads, iPhones, Android tablets, and Android phones. Microsoft 365 also comes with services like 1 TB of OneDrive storage, and Microsoft chat and phone support. With a subscription, you get the latest versions of the apps and automatically receive updates when they happen.

Office 2021 is sold as a one-time purchase, which means you pay a single, up-front cost to get Microsoft 365 apps for one computer. One-time purchases are available for both PCs and Macs. However, there are no upgrade options, which means if you plan to upgrade to the next major release, you’ll have to buy it at full price.

To learn more about the differences between Microsoft 365 and Office 2021 select the links below:

The Differences Between Microsoft 365 and Office 2021

Office Comparison Chart

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What are the steps to make a Microsoft Workplace Discount Program purchase?
  1. Sign Up: Visit the Microsoft Workplace Discount Program page. Enter your corporate email address. Click on ‘Get Started’ button

Microsoft Workplace Discount Program

  1. Confirm: If you are eligible, an email will be sent to your corporate email address inbox with a link that will validate your eligibility for the program
  2. Sign In: Once your eligibility is confirmed and you register for the program with your personal Microsoft account that is associated with your personal email address, you can begin the purchase process by viewing the discounts available to you based on your Workplace Discount Program benefit eligibility

Microsoft Account

  1. Shop: Your purchase is processed and completed in the Microsoft Store. You, the eligible employee, can install Microsoft 365 on your personal devices after the purchase is complete. Once you have purchased Microsoft 365 Family, you can share your subscription with up to 5 additional members of your household.
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Installing your Microsoft 365 subscription software on a Mac or PC

Use your personal Microsoft Account and password when completing the installation and login credentials for your Office software. This is the same personal Microsoft Account used to complete the registration and purchase process of the Microsoft Workplace Discount Program. Your FDU e-mail address and credentials should not be used.

Download for Windows

Download for macOS

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For commonly asked questions about the Microsoft Workplace Discount Program, visit the link below:

Microsoft Workplace Discount Program FAQs

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