Requirements Before You Start
Before setting up Teams for your organization, make sure you have the following:Microsoft 365 Admin Account
Assigned Licenses
Teams App or Web Access
Setting Up Teams for Your Organization
Sign In to the Microsoft 365 Admin Center
Assign Microsoft 365 Licenses to Users
Download and Install the Teams Desktop App
Create Your First Team
Add Channels to Organize Topics
Invite Members to Your Team
Understanding Team Types
When you create a Team, you choose who can discover and join it. Pick the type that matches your team’s purpose and sensitivity.Private
Public
Org-Wide
Understanding Channel Types
Channels are the conversations-and-files spaces within a Team. Each channel type serves a different collaboration need.- Standard Channels
- Private Channels
Scheduling and Joining Meetings
Teams makes it easy to schedule meetings, launch instant calls, and manage your calendar — all without leaving the app. To schedule a meeting:- Click the Calendar icon in the left sidebar
- Click + New meeting in the top-right corner
- Give your meeting a title, add attendees by typing their names or email addresses, set the date and time, choose which Teams channel to associate it with (optional), and add an agenda in the details section
- Click Send — attendees will receive a calendar invite with a Teams join link automatically included
- In any channel, click the camera icon at the bottom of the message compose box and select Meet now
- Or click Meet → Meet now at the top-right of the Calendar view
- Click the meeting link in your calendar invite or in the channel post
- Or click the meeting tile in your Calendar tab and click Join
Using Teams Meeting Features
Teams meetings go far beyond basic video calls. Here’s a breakdown of the most useful in-meeting features:Screen Sharing
Meeting Recording
Breakout Rooms
Background Effects
Integrating Apps and Tabs in Channels
One of Teams’ most powerful features is the ability to bring your tools directly into channels as tabs, so your team doesn’t have to context-switch between apps. To add a tab to a channel:- Open the channel and click the + button next to the existing tabs at the top
- Browse or search the app gallery
- Select the app you want to add and configure it
- Planner — Add a Planner board to track tasks and project milestones right alongside team conversations
- OneNote — Attach a shared OneNote notebook for meeting notes, wikis, or team documentation
- SharePoint — Pin a SharePoint page or document library for instant access to key files
- Power BI — Embed live reports and dashboards so your team can always see the latest data
- Website — Pin any internal or external URL as a tab (great for dashboards or documentation portals)
Inviting External Guests
You can invite people from outside your organization — clients, contractors, or partners — as guests in Teams. Guests can participate in channels, meetings, and file collaboration without needing a Microsoft 365 license. To invite a guest:- Go to the team and click More options (…) → Add member
- Type the guest’s external email address and press Enter
- Click Add as guest and then Add
- The guest will receive an email invitation and can access Teams through a browser without installing anything
Teams Admin Center Basics
For IT admins, the Microsoft Teams Admin Center at admin.teams.microsoft.com is where you manage policies, monitor usage, and configure Teams at an organizational level. Key areas to explore:Meeting Policies
Meeting Policies
Messaging Policies
Messaging Policies
Teams Policies
Teams Policies
Usage Reports
Usage Reports
Setting Up Teams on Mobile
The Teams mobile app keeps you connected to your team even when you’re away from your desk.Download the Microsoft Teams App
Sign In With Your Work Account
Enable Notifications
Frequently Asked Questions
What is the difference between a Team and a channel?
What is the difference between a Team and a channel?
How many users can join a Teams meeting?
How many users can join a Teams meeting?
Can external guests join Teams meetings?
Can external guests join Teams meetings?
How do I record a Teams meeting?
How do I record a Teams meeting?