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

This course is offered as a 2-hour online course focusing on the features in Microsoft Teams that enable you to engage virtually with your 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.

Is this course suitable for you or your team?

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.

Learning outcomes

This hands-on course guides you through the core features in Teams that allow for meeting external clients, such as scheduling meetings, chat, best practice for running meetings and sharing information with people outside your organisation. The course is complemented with a Quick Reference Cheat Sheet.

Course pre-requisites

An understanding of Microsoft® Office 365 would be beneficial but not essential. Learners will require a PC with access to Teams via their Microsoft 365 Premium (or equivalent) subscription with the desktop software installed.

What you will learn...

Introducing Microsoft Teams

Microsoft Teams transforms the way you work and collaborate. In this module you will learn what Teams is and how to navigate it.


  • Introducing Teams
  • Understanding the different needs for internal and external audiences
  • Navigating and personalising settings and notifications

Working Online

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.


  • Differences working in Online Apps vs Desktop Apps
  • Benefits of working with online documents
  • Recommended Browsers

Client Engagement

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.


  • What is effective engagement for your client?
  • Best Practice
  • Etiquette Guidelines

MS Team Meeting Types

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.


  • 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 Effective Meetings

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. 


  • 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)

Best Practice and Etiquette Guidelines

In this module we’ll discuss best practice for external meetings, as well as guidelines for good etiquette during online meetings.


  • 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.


  • 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.

Capped class size to ensure you have the hands-on time required and your questions answered.

Need proof of your Continuing Professional Development (CPD)? On completion of the workshop, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Online sessions

We use Microsoft Teams to deliver this live online session. If you would like to follow along with your trainer please ensure you have logged in to your Microsoft Teams available.

Having a webcam and headphones ensures you can enjoy interacting with your trainer and fellow participants.

Please ensure your browser software is up to date too. For the best experience we recommend using Microsoft Chromium Edge or Google Chrome as your browser.

Details on how to connect to the session, along with your quick reference guide will be emailed to you prior to your session.

$ Prices for Online Live Sessions

Any questions, please contact us at

Microsoft Teams Engage with Clients
  • Online

  • Coaching

This course is delivered as a LIVE Online session

Need a quote for a group online session?
Please contact us today.

This training is for the Windows Desktop version of Teams and may not be suitable for Mac users

Talk to us about booking a
course for your team!

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Susan Carlow

Susan is a dedicated and energetic IT professional with over... [read more]

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