Best Microsoft Software & Tools for 2023

Microsoft’s Dynamics 365 CRM and ERP platform continues to evolve with new features and capabilities. In 2023, we can expect to see further integration with other Microsoft products such as Teams and Power Platform, as well as new capabilities such as AI and machine learning. This webinar will focus on software and tools that a typically Canadian Manufacturer or Distributor will require for 2023 and beyond.

Agenda

1. Security and Infrastructure

2. AI and Project Cortex

3. Sales, Marketing and Service

4. Accounting

5. Manufacturing and Distribution

6. Microsoft 365

7. Power Platform


Microsoft Teams Online Training Bootcamp

Embrace tools that support modern work and security for whatever happens next.

Join us for a unique experience designed to help organizations connect in a new way and thrive in the face of change. Microsoft expert Mike Fontaine will present this webinar and will be answering your questions.

Agenda: 

Introduction

  • Introduction to Teams as the central hub for teamwork in Microsoft 365 
  • How Teams impacts organizations 
  • Overview of chats, meetings, and calls 
  • Collaborate with integrated Microsoft 365 apps 
  • Customizing team workspace 
  • Stay connected across devices

Navigate Microsoft Teams 

  • Explore the Microsoft Teams interface 
  • Your digital identity within Teams 
  • Search in Teams 
  • Compose a new message 
  • Break down the apps within Teams

Using persistent Chat 

  • Create and participate in one-on-one, group, and meeting conversations 
  • Format messages 
  • Find messages by a person’s name or keyword 
  • Hide or mute chats to keep them out of the way 
  • Connect relevant information to chats 
  • Easily jump into an audio or video call

Collaborating in a team 

  • Overview of teams and channels 
  • Utilize posts to share ideas and communicate with the team 
  • Share and collaborate on files 
  • Customize and extend the Teams experience through connecting Microsoft and other apps 
  • Host an audio or video call within a Channel

Calendar and meetings

  • Overview of the relationship between Outlook and Teams calendar 
  • Book an online meeting 
      • Create in Teams or Outlook 
      • Difference between meeting and channel meeting 
      • Scheduling assistant 
      • Invite people outside the organization, including those who don’t have a Teams license 
  • Change calendar view 
  • RSVP, chat with participants and join 
  • Meeting details

Call capabilities in Teams 

  • Set speed dial and contact groups 
  • Launch an audio or video call from VoIP 
  • Exploring Phone System (if enabled)

See all your files 

  • Overview of files storage in Microsoft Teams 
  • See recent files, files from across teams, and downloads 
  • Access OneDrive
  • Connect to another cloud storage location (if requested)

Customize and extend 

  • Pin additional apps or unpin unused apps 
  • Preview to extending Teams experience (covered in advanced Teams courses)

Catching up with the Activity feed 

  • Getting to the summary of everything that’s happened in Teams 
  • Viewing notifications 
  • Filtering notifications and responding to posts

Create your first team 

  • Walkthrough of setting up a team and channels 
  • Explore different circumstances where a team could be made 
  • Building a successful first team 
  • Create a team from scratch that has a clear intention 
      • Build channels with clear description and uses 
      • Pin tabs to extend the experience 
      • Post etiquette and populating channels with rich content 
      • Review key features in teams 
  • Customizable demonstration based on workstreams and use cases

Join a Teams meeting

  • Explore how teams can be used to prepare for a meeting, run a meeting, and follow-up on meeting objectives 
  • Join a meeting from a hyperlink, meeting chat, dial-in, calendar, or a channel 
  • Navigate the pre-meeting screen and selecting the right devices 
  • Explore main actions in a Teams meeting
    • Share video, audio, and content 
    • Show and chat with participants and raise hand 
    • Explore meeting views 
  • Mobile capabilities

Next steps

Summary of topics covered 

Question and Answer Session

Note: Microsoft Teams delivers a rich, interactive experience that works best with the Teams app. We recommend downloading the app if you don’t have it, as not all browsers are supported. When you join this event, your name, email and/or phone number may be viewable by other session participants in the attendee list. By entering this event, you agree to this experience.


Microsoft Teams for Manufacturing

Microsoft has launched an app that lets manufacturing employees do more of their jobs in Teams. This is the company’s latest attempt to push its collaboration offering for assembly-line workers.

The Updates app allows companies to create forms in Teams for tasks like employee check-ins and maintenance requests. The app includes templates for common types of forms, though managers can also build them from scratch. Managers can choose whether certain items are optional or mandatory; if questions are multiple choice or open-ended; and if they require a worker to add a file, picture or video to complete the form.


Intro to Microsoft Teams Calling

Microsoft Teams phone allows people to make and receive calls to anyone, whether they’re using a landline, mobile phone or teams app. It can be connected to the public switched telephone network in your office or allow your staff to work remotely. The demand for unified communications as a service (UCaaS) solutions is higher than ever as small and medium-sized businesses (SMBs) transform to accommodate remote and hybrid work.

Join this session to see:

· A demo of the cloud-based phone system that integrates into Microsoft Teams

· How simple it is to use, setup, and manage Microsoft 365 Business Voice

· How Voice brings together calling, meetings, and messaging for an all-in-one communication solution


Microsoft Teams for Manufacturing

Microsoft Teams for Manufacturing

Microsoft has launched an app that lets manufacturing employees do more of their jobs in Teams. This is the company’s latest attempt to push its collaboration offering for assembly-line workers.

The Updates app allows companies to create forms in Teams for tasks like employee check-ins and maintenance requests. The app includes templates for common types of forms, though managers can also build them from scratch. Managers can choose whether certain items are optional or mandatory; if questions are multiple choice or open-ended; and if they require a worker to add a file, picture or video to complete the form.


Microsoft Teams for Manufacturing

Microsoft has launched an app that lets manufacturing employees do more of their jobs in Teams. This is the company’s latest attempt to push its collaboration offering for assembly-line workers.

The Updates app allows companies to create forms in Teams for tasks like employee check-ins and maintenance requests. The app includes templates for common types of forms, though managers can also build them from scratch. Managers can choose whether certain items are optional or mandatory; if questions are multiple choice or open-ended; and if they require a worker to add a file, picture or video to complete the form.


Microsoft Teams Adoption Program

Welcome! Our Teams training program will implement Microsoft Teams so that your company can effectively use Teams.

Teams brings together people, conversations, and content, along with the tools that teams need – giving you the complete collaboration and communication solution.

Our 3 phased training approach will help you to get started, create excitement, and build the infrastructure you need to scale the solution out to the rest of the organization.

We will provide the step-by-step instructions and tools for driving adoption of Microsoft Teams and deploying a successful implementation.

Fixed Price Implementation: 40hours/$225/hr —–$9,000


Microsoft Teams: A New Chapter

Microsoft has recently launched an updated app that greatly enhances a manufacturers usability of the product, Teams. This is the latest attempt by Microsoft to push its collaboration offering for assembly-line workers.

The new update, titled ‘Updates in Microsoft Teams’, has become available this week as part of a new slate of Teams features aimed at increasing usability by manufacturers. The company also extended the Teams’ walkie-talkie capability to more mobile devices, tied Teams to scheduling software and expanded the Approvals in Microsoft Teams tool as well. All of these features help increase the ‘quality of life’ for manufacturers.

The Updates app allows companies to create forms in Teams for everyday tasks such as: employee check-ins and maintenance requests. The app includes templates for common types of forms, though Managers can also custom create these forms them from scratch. Managers can choose whether certain items are optional or mandatory; if questions are multiple choice or open-ended; and if they require a worker to add a file, picture or video to complete the form.

Companies can also integrate Teams’ Approvals tool with their own apps. The new update lets employees submit and managers approve proposals and expense reports within Teams. With the integration, companies can add that functionality to software created in Microsoft’s Power Apps.

Teams is also connected to scheduling product Workforce Management from software firm Blue Yonder. The integration uses Teams’ built-in tool, Shifts, to allow workers to view their schedules and request time off from within the collaboration app.

Teams’ walkie-talkie feature lets workers push a button to talk with coworkers. Microsoft has recently expanded this functionality to now include Crosscall devices.

The ability to share updates, request approvals and manage scheduling will make Teams a better tool for manufacturing workers. These new capabilities reflect an evolution of collaboration products from messaging tools to a hub for work.

Microsoft has opened Teams’ walkie-talkie feature to rugged devices from Crosscall, a manufacturer based in France. With the functionality, employees press a dedicated button to talk to their coworkers in Teams over Wi-Fi or mobile internet. Microsoft released the feature on Crosscall’s Core-X4, Core-M5, Action-X5 and Core-X5 smartphones and the Core T5 tablet.

Earlier this year, Microsoft brought Teams walkie-talkie capabilities to Zebra Technologies mobile devices, as well as iPhones and iPads. The feature works on devices from Samsung, Sonim Technologies and Kyocera, too.

Teams could be helpful in manufacturing by accelerating training time and connecting employees to experts for support, said Raul Castanon, a 451 Research analyst. Teams could complement Microsoft’s augmented reality and AI technology in appealing to manufacturers. According to 451 Research’s Voice of the Enterprise survey on IoT tech, 86% of manufacturers said collaboration tools had either a high or medium impact on operational efficiency.

Several vendors have built collaboration products focused on manufacturing and other frontline workers. Workforce management platforms Beekeeper and Webalo, for example, have scheduling and digital form creation features akin to the new Microsoft capabilities.

Teams’ Updates app, Approvals tool, scheduling capabilities and walkie-talkie feature are included in Microsoft’s 365 F1, Office 365 F3 and 365 F3 subscriptions for frontline workers. The plans have monthly per-user costs of $2.25, $4 and $8, respectively.

If you are interested in hearing more about Microsoft Teams and how Microsoft’s hottest product can help your company please feel free to register for VOX ISM’s Free Teams Bootcamp running from June 14-16th.

Register Now

Exclusive Microsoft Teams Bootcamp

Microsoft Teams is a group collaboration software that can be used to help teams work together remotely. Microsoft Teams key advantage over competitors is its deep integration with Office 365. It natively integrates with Word, PowerPoint, and Microsoft 365.  For businesses already subscribed to Microsoft 365 Business, Teams is a free add-on, instead of a separate bill.

The success of Microsoft Teams just keeps on growing as more and more users around the world sign up to the platform.  The video conferencing service now boasts over 270 million monthly active users (MAUs) according to the latest figures released by Microsoft.

Microsoft Teams 101 – June 14

  • Teams Configuration
    • Foundations – Core Components
    • Teams Administration settings
    • Governance, management, and Lifecycle
    • Security and Compliance
  • Teams Rooms
    • Webinars
    • Live Events
    • Recording
    • Video Editing
    • Teams Rooms
    • Teams Networking
    • Camera Positioning
    • Choosing the right device for the right space
    • Deploying Teams Rooms
    • Configuring Teams Rooms (part 1)
    • Configuring Teams Rooms (part 2)
    • Tips, Tricks and Troubleshooting
    • One-Touch Join
  • Hands on Training
    • Configuring and deploying Microsoft teams
    • Identify, Access Management and Threat Production
    • Managing compliance in Teams
    • Teams Advisor
    • Streamlining teams
    • Managing Teams and Guest Access
    • Configure Teams phone system
    • Configure direct routing
    • Configure governance

Register Now for Teams 101

Microsoft Teams 201 – June 15

Two topics today:

Communications/calling

Running a better Teams meeting

The future of calling is where calling meets collaboration—bringing together different communication modalities to support the way you work.

Incorporate calling into the flow of work

  • Seamlessly transfer calls between devices: Teams Phone now offers the ability for you to transfer a call from your computer to a mobile device or vice versa, without interrupting the call.
  • Spam call identification: Teams Phone uses advanced industry techniques to identify likely spam calls, allowing users to avoid unnecessary interruptions to your day by spam calls.
  • Apple CarPlay support: Apple CarPlay support for Teams enables users to join calls and meetings using your vehicle’s built-in controls or hands-free using Siri.
  • “Better together” device experience: The new “better together” experience means that Teams devices now complement each other, allowing users to answer a call, mute or unmute, and end the call on either the device or the Teams client.
  • Walkie-talkie for desk phones: Connect quickly with colleagues with a push-to-talk function available on desk phones.

Connect existing telephony with Microsoft Teams

  • Operator Connect: Operator Connect, enables our customers to simply connect your operator-based public switched telephone network (PSTN) service into Teams with a managed experience, now extending the ability to enable PSTN calling in Teams to three great options.
  • Microsoft Teams Calling Plans expansion: Microsoft Teams Calling Plans offer a simple way to deploy calling in Teams without on-premises equipment, available in 33 markets.

These are just a few examples of the innovation from this past year. As your communications needs continue to evolve, we’ll be investing and expanding our capabilities to help you modernize your organization.

Calendar and meetings

  • Overview of the relationship between Outlook and Teams calendar
  • Book an online meeting
    • Create in Teams or Outlook
    • Difference between meeting and channel meeting
    • Scheduling assistant
    • Invite people outside the organization, including those who don’t have a Teams license
  • Change calendar view
  • RSVP, chat with participants and join
  • Meeting details

 

Remote meetings that are as effective as being in-person

  • PowerPoint Live in Microsoft Teams: Entirely new PowerPoint presenting experience exclusive to Microsoft Teams that benefits both presenters and attendees. As a presenter, you can lead meetings while having access to your speaker notes, slides, meeting chat, and participants. As attendees, you can view slides at your own pace and use Slide Translate to see the slides in your own language.
  • Presenter mode: Presenter mode is a great companion to PowerPoint Live in Teams that makes your presentation engaging by giving you options on how your video feed and content appear to the audience during a meeting. Our first mode, Standout, shows your video feed as a silhouette in front of the shared content. Reporter places content as a visual aid above your shoulder just like a news story. Side-by-side displays your video feed next to your content.
  • Cameo: A new PowerPoint experience that seamlessly integrates your Teams camera feed while designing your presentation, letting you customize how and where you want to appear on your slides, and get layout recommendations from designer as you start developing your content for maximum impact.
  • Dynamic view: Intelligently arranges the elements of your meeting for an optimal viewing experience. As people join, turn on video, start to speak, or begin to present in a meeting, Teams auto-adjusts and personalizes your layout.
  • New Whiteboard experiences: The visual collaboration workspace in Microsoft 365, designed for hybrid work. The new Whiteboard helps you collaborate in real-time across a range of devices with 40 plus new customizable templates, ability to insert images and shapes, reactions stickers, and collaboration cursors that shows what others are doing on the Whiteboard. Also, our improved mouse inking makes it easier for those with a mouse or trackpad to also visually communicate and bring ideas to life.

Register Now for Teams 201

Microsoft Teams – How to deploy – June 16

Our Teams specialist will walk through the implementation and roll out of Microsoft Teams project for your company.

In this Webinar You Will Learn How To:

  • Teams and Channels Structure
  • User adoption and management
  • Policies and Procedures
  • Security and Backups
  • Implementation Plan
  • Training Plan for your staff
  • Questions and Answers

 

See all your files 

  • Overview of files storage in Microsoft Teams
  • See recent files, files from across teams, and downloads
  • Access OneDrive
  • Connect to another cloud storage location (if requested)

Customize and extend 

  • Pin additional apps or unpin unused apps
  • Preview to extending Teams experience (covered in advanced Teams courses)

Register Now for Teams - How to Deploy

Teams - How to Deploy

Our Teams specialist will walk through the implementation and roll out of Microsoft Teams project for your company.

In this Webinar You Will Learn How To:

  • Teams and Channels Structure
  • User adoption and management
  • Policies and Procedures
  • Security and Backups
  • Implementation Plan
  • Training Plan for your staff
  • Questions and Answers

See all your files 

  • Overview of files storage in Microsoft Teams
  • See recent files, files from across teams, and downloads
  • Access OneDrive
  • Connect to another cloud storage location (if requested)

Customize and extend 

  • Pin additional apps or unpin unused apps
  • Preview to extending Teams experience (covered in advanced Teams courses)