Microsoft® Teams
Engage with Clients
Confidently replace face-to-face meetings with a smooth virtual experience for your clients
Duration: 2 hours
Microsoft Teams Engage with Clients
Learn step-by-step how to connect with people external to your organisation, along with top tips on how to schedule and run engaging online meetings as an alternative to meeting face-to-face.
From $225 ex GST p.p.
Need a quote for a group booking?
Contact us today!
This training is for the Windows Desktop version of Excel and may not be suitable for Mac users
Duration
This 2 hour short-course is delivered live, online with a tutor over Microsoft Teams or Zoom. This course focuses on the features in Microsoft Teams that enable you to engage virtually with your clients.
Who is this course for?
This course is aimed at people who are ready to learn the features that Teams offers for successful online meetings. This course is definitely for you if:
- You want to offer meaningful and engaging online interactions to your clients; an alternative to in-person meetings
- You've been using Microsoft Teams for a while and now need structured learning that’ll fill in gaps, consolidate what you already know, cover best practice, and avoid possible 'gotchas' that many have learned the hard way.
This course isn't for you if you're happy stuck in the same familiar patterns, struggling along, having to ask others for help.
Delivered Online
This course is delivered live, online with a tutor over Microsoft Teams or Zoom. You can follow along, making the learning fun and easy, and by the end of the course, you will be equipped with the essential skills to master Microsoft Teams and boost productivity.
Prerequisites
This course is designed for users who are proficient at using the Microsoft® Windows environment, a mouse, and keyboard.
Our courses are private to you and your business
Our courses are run for you and your business only, ensuring that you and your team will receive individualised instruction and the attention needed to fully grasp the material and excel in the learning.
Learn online live with our expert tutor
Whether you're looking to train just you, a few employees or a whole department, we've got you covered. With our live online course, you can learn from the comfort of your office or home using Zoom or Microsoft Teams.
To ensure the best experience, we recommend that each participant has a Microsoft® Office 365 Premium (or equivalent) subscription, a webcam and headphones available so you can interact with the trainer and other participants. Don't worry about the technical stuff though, we'll send you all the details on how to connect to the session, along with your workbook and exercise files before the session starts. And trust us, having a printed copy of the workbook handy during your learning will make the whole experience even better.
So don't wait, reach out to us today and let's get started!
Hi I'm Susan
Hi, I’m Susan, a Certified Microsoft Office Specialist committed to assisting you in staying up-to-date with Microsoft's evolving technology. With my guidance, you can expect a seamless and rewarding learning experience that empowers you to fully utilize your technology and achieve your desired goals....Learn More >
What you will learn...
Microsoft Teams transforms the way you work and collaborate. In this module you will learn what Teams is and how to navigate it.
TOPICS COVERED
- Introducing Teams
- Understanding the different needs for internal and external audiences
- Navigating and personalising settings and notifications
Working in the cloud (aka Working Online) comes with many benefits, but also fundamental differences to how you’ve worked in the past from a server.
TOPICS COVERED
- Differences working in Online Apps vs Desktop Apps
- Benefits of working with online documents
- Recommended Browsers
Engaging with your client is key! This is not a one-way communication channel, you need to be professional as well as personable. Learn how to do this well online.
TOPICS COVERED
- What is effective engagement for your client?
- Best Practice
- Etiquette Guidelines
There are several types of Teams Meetings. In this module you will learn when to use each type and the various methods to schedule each.
TOPICS COVERED
- Learn the various types of meetings and when to use them
- Schedule meetings with clients using Teams Calendar and Outlook
- Tips on helpful information to include in your meeting invitation
- Learn how the client experiences your invite.
Running a great meeting means making sure the virtual room is setup correctly. Learn about the settings and options you can set before the meeting, and how to edit settings during a meeting. You'll also learn how to share your screen and how to keep attendees in the lobby before you join.
TOPICS COVERED
- Set the Meeting Options
- Share your screen and whiteboard
- Spotlight a speaker
- Invite others to join
- Manage Chat and Settings in a meeting
- Record a meeting (if available)
In this module we’ll discuss best practice for external meetings, as well as guidelines for good etiquette during online meetings.
TOPICS COVERED
- Setting up and testing your camera and mic
- Getting your lighting right
- Eliminating background noise
- Changing your background
- Tips on professional standards
It’s inevitable that there’ll sometimes be issues during an online meeting. In this module you’ll learn ways to overcome common issues, and ideas for ensuring the smoothest experience for your client.
TOPICS COVERED
- A 'checklist' of things to do before a meeting
- Share the 'Join link'
- What it means when the 'Meeting Ending Soon warning' is displayed
- Working with a poor internet connection
- What to do when you or your client are disconnected
What you will get...
Learners are fully supported during and after the workshop with a quick reference cheat sheet that covers the key things they need to know to get started.
Experience personalised training with our capped class size. With smaller groups, you'll have the opportunity for hands-on practice and one-on-one attention from the instructor to ensure all your questions are answered. This approach ensures that you receive the individualised instruction you need to fully grasp the material and excel in your learning.
Want to show off your professional development? We've got you covered! At the end of the workshop, just let us know and we'll send you a shiny "Certificate of Attendance" to prove to everyone that you completed the training. Your certificate of attendance is a badge of honour, proving to everyone how much you learned in the workshop. It's like a trophy for being awesome at learning new things!
When you take our Teams Engage with Clients course, you'll gain access to more than just top-quality training. You'll also be invited to join our private, members-only Facebook community, so that we can offer you ongoing support after your training session.
Pricing
Our flexible pricing ranges from $225 per person (excluding GST). Invest in your success with Excel at Work. Contact us today for a quote or to answer any questions you may have.
Need more info?
Contact us today!
People who booked this course also booked:
What people are saying about the course
"Fantastic"
Thanks again for a fantastic series of MS Teams training sessions. We will most definitely use Excel at Work again – you were brilliant Susan!
Ange Brooking
Learning and Development Specialist
"Really engaging"
An absolutely amazing trainer! Really engaging and able to relate to trainees.
Andre Nair
HSEQ Manager
"Very informative"
Very informative - I enjoyed Susan's upbeat presentation.
Gail Hurcombe
Sales Support
"Very professional"
Susan is very professional as an instructor and answered all my questions.
Selina Lee
Business Analyst
From $225 ex GST p.p.
Need a quote for a group booking?
Contact us today!
This training is for the Windows Desktop version of Excel and may not be suitable for Mac users
Need more info?
Contact us today!
People who booked this course also booked:
Hi I'm Susan
Hi, I’m Susan, a Certified Microsoft Office Specialist committed to assisting you in staying up-to-date with Microsoft's evolving technology. With my guidance, you can expect a seamless and rewarding learning experience that empowers you to fully utilize your technology and achieve your desired goals....Learn More >
"Fantastic"
Thanks again for a fantastic series of MS Teams training sessions. We will most definitely use Excel at Work again – you were brilliant Susan!
Ange Brooking
Learning and Development Specialist
"Really engaging"
An absolutely amazing trainer! Really engaging and able to relate to trainees.
Andre Nair
HSEQ Manager
"Very informative"
Very informative - I enjoyed Susan's upbeat presentation.
Gail Hurcombe
Sales Support
"Very professional"
Susan is very professional as an instructor and answered all my questions.
Selina Lee
Business Analyst
