title
Microsoft Teams + Outlook Tips & Tricks
description
In this step-by-step tutorial, learn the top 8 best Teams + Outlook tips and tricks. For example, drag and drop attachments from Outlook to Teams, make all meetings online by default, set your automatic replies in either Teams or Outlook, and many more.
👋 Additional resources
- Steps showing how to make an existing Team visible in Outlook (required for tips 7 & 8): https://answers.microsoft.com/en-us/msoffice/forum/msoffice_outlook-mso_other-mso_o365b/some-teams-not-showing-up-in-groups-within-outlook/60dec20a-3e33-4a62-b38d-ccb2e23171ae
⌚ Timestamps
0:00 Introduction
0:17 Add online meeting to all meetings
1:45 Drag & drop attachments
2:42 Meetings, Tasks & Out of Office in sync
5:16 Check mail within Teams
6:09 Share mail & posts between Outlook & Teams
8:59 Set meeting options from Outlook
9:51 Mail & Meetings using Teams
11:00 View channel calendar in Outlook
13:17 Setting up tips 7 & 8
📃 Watch related playlists
- Playlist with all my videos on Teams: https://youtube.com/playlist?list=PLlKpQrBME6xJ4Mxv00syl8iOSgL-GVLMG
- Playlist with all my videos on Outlook: https://youtube.com/playlist?list=PLlKpQrBME6xJswJLJ69wbWWf6QlwZ84nA
🚩 Connect with me on social
- LinkedIn: https://www.linkedin.com/in/kevinstratvert/
- Twitter: https://twitter.com/kevstrat
- Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818
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detail
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'duration': 5.341}, {'end': 65.107, 'text': "I'll check that and then click on OK.", 'start': 63.566, 'duration': 1.541}, {'end': 73.091, 'text': "Now, when I go up to new meeting, look at this, it automatically includes Teams meeting information so I don't have to remember anymore.", 'start': 66.087, 'duration': 7.004}, {'end': 75.912, 'text': 'And I can do this on the web as well.', 'start': 73.651, 'duration': 2.261}, {'end': 83.256, 'text': "Here I am in Outlook on the web and within the calendar view, I'll go to the top right hand corner and click on the settings gear.", 'start': 76.172, 'duration': 7.084}, {'end': 87.801, 'text': "At the very bottom of settings, I'll click on view all outlook settings.", 'start': 84.176, 'duration': 3.625}, {'end': 95.571, 'text': "Within the calendar view under events and invitations, here too there's also a checkbox for add online meeting to all meetings.", 'start': 88.241, 'duration': 7.33}], 'summary': 'Enable automatic inclusion of teams meeting info in outlook for seamless scheduling and no need to remember.', 'duration': 45.528, 'max_score': 53.784, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY53784.jpg'}, {'end': 157.812, 'src': 'embed', 'start': 120.531, 'weight': 2, 'content': [{'end': 127.095, 'text': "Here, I can take the attachment and I'll drag and drop it over into Microsoft Teams in this conversation as part of this channel.", 'start': 120.531, 'duration': 6.564}, {'end': 131.398, 'text': 'Here, this will upload the message and now I can share it out with the channel.', 'start': 127.776, 'duration': 3.622}, {'end': 138.541, 'text': "Along with being able to drag and drop directly into a channel, here I'll click into another channel and let me click into files.", 'start': 131.858, 'duration': 6.683}, {'end': 142.123, 'text': 'Here I can see all the files associated with this channel.', 'start': 139.142, 'duration': 2.981}, {'end': 148.186, 'text': "Here I can drag this attachment over and I'll drop it right over here and this will place it into the files view.", 'start': 142.803, 'duration': 5.383}, {'end': 154.53, 'text': 'As an added bonus, if I want to make sure everyone notices this file, here I can hover over it,', 'start': 148.806, 'duration': 5.724}, {'end': 157.812, 'text': 'click on the ellipsis and here I can pin my file to the top.', 'start': 154.53, 'duration': 3.282}], 'summary': 'Files can be easily uploaded to microsoft teams channels via drag and drop, allowing for efficient file sharing and pinning important files to the top for visibility.', 'duration': 37.281, 'max_score': 120.531, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY120531.jpg'}], 'start': 3.651, 'title': 'Microsoft teams & outlook tips', 'summary': 'Provides 8 tips for integrating microsoft teams with outlook, covering automatic meeting setup, content transfer, and file visibility in teams.', 'chapters': [{'end': 157.812, 'start': 3.651, 'title': 'Microsoft teams & outlook tips', 'summary': 'Covers 8 tips for using microsoft teams with outlook, including setting up automatic teams meetings in outlook, dragging and dropping content from outlook to teams, and pinning files in teams to ensure visibility.', 'duration': 154.161, 'highlights': ['You can set up Outlook so that any meeting created is automatically a Teams meeting, reducing the chance of forgetting to include the online meeting information, as demonstrated by checking the box in the calendar options.', 'In addition to setting up automatic Teams meetings in Outlook, you can also do this on the web by checking the corresponding checkbox in the settings, ensuring seamless integration across platforms.', 'You can drag and drop email attachments from Outlook directly into Microsoft Teams conversations and channels, facilitating efficient sharing of important information within the Teams environment.', 'Furthermore, you can not only drag and drop content directly into a channel but also into the files view, providing flexibility in organizing and sharing important files within the Teams environment.', 'An additional feature allows users to pin important files in Teams to the top of the list, ensuring visibility and easy access for all team members.']}], 'duration': 154.161, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY3651.jpg', 'highlights': ['You can set up Outlook so that any meeting created is automatically a Teams meeting, reducing the chance of forgetting to include the online meeting information, as demonstrated by checking the box in the calendar options.', 'In addition to setting up automatic Teams meetings in Outlook, you can also do this on the web by checking the corresponding checkbox in the settings, ensuring seamless integration across platforms.', 'You can drag and drop email attachments from Outlook directly into Microsoft Teams conversations and channels, facilitating efficient sharing of important information within the Teams environment.', 'Furthermore, you can not only drag and drop content directly into a channel but also into the files view, providing flexibility in organizing and sharing important files within the Teams environment.', 'An additional feature allows users to pin important files in Teams to the top of the list, ensuring visibility and easy access for all team members.']}, {'end': 537.008, 'segs': [{'end': 252.836, 'src': 'embed', 'start': 224.922, 'weight': 0, 'content': [{'end': 230.766, 'text': 'Here at the bottom, click on the ellipsis and search for an app called Tasks by Planner and To Do.', 'start': 224.922, 'duration': 5.844}, {'end': 236.169, 'text': 'When you click on that, this will open up a dedicated task view within Teams.', 'start': 231.747, 'duration': 4.422}, {'end': 244.413, 'text': "And here I'm on the main tasks view and here you'll notice that the same exact tasks that we saw in Outlook also now show up in Teams.", 'start': 236.689, 'duration': 7.724}, {'end': 248.475, 'text': 'And these two also rely on the same backend service.', 'start': 244.993, 'duration': 3.482}, {'end': 252.836, 'text': 'So the same set of tasks that show up in Teams will also show up in Outlook.', 'start': 248.815, 'duration': 4.021}], 'summary': 'Tasks by planner and to do opens dedicated task view in teams, mirroring outlook tasks.', 'duration': 27.914, 'max_score': 224.922, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY224922.jpg'}, {'end': 299.265, 'src': 'embed', 'start': 269.204, 'weight': 2, 'content': [{'end': 271.766, 'text': "The synchronization doesn't just end there.", 'start': 269.204, 'duration': 2.562}, {'end': 278.149, 'text': "You can also set your out of office message in Teams and that'll be synced across Teams and Outlook.", 'start': 272.006, 'duration': 6.143}, {'end': 285.193, 'text': 'Right up in the top right hand corner, you can click on your profile picture and right here click into settings.', 'start': 278.929, 'duration': 6.264}, {'end': 290.938, 'text': "Within settings under the general view at the very bottom, you'll see out of office.", 'start': 286.073, 'duration': 4.865}, {'end': 295.241, 'text': 'Here you can click on schedule and you can turn automatic replies on.', 'start': 291.378, 'duration': 3.863}, {'end': 299.265, 'text': 'You could type in your message and you could also configure these other settings.', 'start': 295.702, 'duration': 3.563}], 'summary': 'Set out of office message in teams, synced with outlook, in general settings.', 'duration': 30.061, 'max_score': 269.204, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY269204.jpg'}, {'end': 377.422, 'src': 'heatmap', 'start': 305.751, 'weight': 3, 'content': [{'end': 311.693, 'text': "Here you'll see that they're currently turned on and the same exact out of office reply message shows up right here.", 'start': 305.751, 'duration': 5.942}, {'end': 316.414, 'text': 'So I can set this in either Teams or in Outlook when I need to take some time off.', 'start': 312.093, 'duration': 4.321}, {'end': 321.256, 'text': 'Tip number four, you can even check your email directly within Teams.', 'start': 316.714, 'duration': 4.542}, {'end': 328.198, 'text': 'Within Teams, click into one of the channels and right up on top, click on the add a tab icon.', 'start': 321.756, 'duration': 6.442}, {'end': 331.158, 'text': 'And right here, go over to the one called website.', 'start': 328.718, 'duration': 2.44}, {'end': 332.819, 'text': 'You can also search for it right here.', 'start': 331.258, 'duration': 1.561}, {'end': 337.241, 'text': "This will open up a prompt and for the tab name, I'll type in email.", 'start': 333.939, 'duration': 3.302}, {'end': 342.645, 'text': "For the URL, I'll type in outlook.office.com and then click on save.", 'start': 337.882, 'duration': 4.763}, {'end': 351.05, 'text': 'This adds a new tab on top for email, and when you click on this, this will open up my inbox directly within Microsoft Teams.', 'start': 343.185, 'duration': 7.865}, {'end': 356.294, 'text': 'So, you truly can just do just about everything from within Microsoft Teams.', 'start': 351.47, 'duration': 4.824}, {'end': 360.857, 'text': "You don't really have to go to Outlook anymore, or at least Outlook separately.", 'start': 356.774, 'duration': 4.083}, {'end': 362.298, 'text': 'You are still going to Outlook.', 'start': 361.037, 'duration': 1.261}, {'end': 369.2, 'text': 'Also, keep in mind that when anyone on your team comes in and clicks on email, this will bring them to their inbox.', 'start': 363.178, 'duration': 6.022}, {'end': 377.422, 'text': 'Tip number five, I can very easily and quickly share messages from Outlook to Teams and from Teams to Outlook.', 'start': 369.58, 'duration': 7.842}], 'summary': 'Microsoft teams allows setting out of office, checking email, and sharing messages seamlessly.', 'duration': 43.483, 'max_score': 305.751, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY305751.jpg'}, {'end': 457.409, 'src': 'embed', 'start': 433.96, 'weight': 5, 'content': [{'end': 441.783, 'text': 'As an alternative, I can also get an email into Teams by sending an email from Outlook, but to be able to do that,', 'start': 433.96, 'duration': 7.823}, {'end': 444.064, 'text': 'I need an email address for a channel.', 'start': 441.783, 'duration': 2.281}, {'end': 447.906, 'text': 'Right over here I see all of my teams and all of my channels.', 'start': 444.824, 'duration': 3.082}, {'end': 454.688, 'text': "Here maybe I want to invite the entire marketing team to lunch, so I'll click on the general channel and I'll right click.", 'start': 448.646, 'duration': 6.042}, {'end': 457.409, 'text': 'Right here I can get an email address.', 'start': 455.369, 'duration': 2.04}], 'summary': 'Emails can be sent to teams by obtaining the email address for a channel, facilitating communication within the organization.', 'duration': 23.449, 'max_score': 433.96, 'thumbnail': ''}], 'start': 158.212, 'title': 'Synchronization and efficiency in microsoft teams and outlook', 'summary': 'Discusses the seamless synchronization between microsoft teams and outlook, showcasing the convenience of integrated backend service, and outlines the integration of email functions within microsoft teams to enhance collaboration and communication efficiency.', 'chapters': [{'end': 311.693, 'start': 158.212, 'title': 'Syncing features between teams and outlook', 'summary': 'Discusses the seamless synchronization between microsoft teams and outlook, where events, tasks, and out of office messages created in one platform are automatically reflected in the other, showcasing the convenience of integrated backend service.', 'duration': 153.481, 'highlights': ['Events and tasks created in Teams or Outlook are reflected in the other platform, leveraging the same backend service. Events and tasks created in Teams or Outlook are automatically synced to the other platform, showcasing the seamless integration of the backend service.', 'Tasks can be accessed in Microsoft Teams by using the Tasks by Planner and To Do app, providing a dedicated task view within Teams. By using the Tasks by Planner and To Do app in Microsoft Teams, users can access a dedicated task view that reflects the same tasks as in Outlook, enhancing productivity and task management across platforms.', 'The out of office message set in Teams is synchronized with Outlook, providing a seamless experience for managing availability. Setting the out of office message in Teams synchronizes it with Outlook, ensuring consistent communication of availability across both platforms.']}, {'end': 537.008, 'start': 312.093, 'title': 'Maximizing efficiency in microsoft teams and outlook', 'summary': 'Outlines how to integrate email functions within microsoft teams, demonstrating the capability to access, share, and forward emails seamlessly between teams and outlook, enhancing collaboration and communication efficiency.', 'duration': 224.915, 'highlights': ['You can access your email directly within Microsoft Teams by adding a tab with the URL outlook.office.com, streamlining the process of checking emails from within Teams. Accessing email directly within Teams', "You can easily share messages from Outlook to Teams by utilizing the 'share to Teams' feature, enhancing collaboration and ensuring that the message reaches the relevant team members. Efficient sharing of messages from Outlook to Teams", "It is possible to forward an email from Outlook to a specific channel in Teams by obtaining the channel's email address and sending the email to that address, enabling seamless communication between the two platforms. Forwarding emails from Outlook to Teams channels", "Conversely, posts from Teams can be easily converted into emails by using the 'Share to Outlook' feature, facilitating efficient communication with team members who primarily use email for work. Converting posts from Teams to emails"]}], 'duration': 378.796, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY158212.jpg', 'highlights': ['Events and tasks created in Teams or Outlook are automatically synced to the other platform, showcasing the seamless integration of the backend service.', 'Tasks can be accessed in Microsoft Teams by using the Tasks by Planner and To Do app, providing a dedicated task view within Teams.', 'Setting the out of office message in Teams synchronizes it with Outlook, ensuring consistent communication of availability across both platforms.', 'You can access your email directly within Microsoft Teams by adding a tab with the URL outlook.office.com, streamlining the process of checking emails from within Teams.', "You can easily share messages from Outlook to Teams by utilizing the 'share to Teams' feature, enhancing collaboration and ensuring that the message reaches the relevant team members.", "It is possible to forward an email from Outlook to a specific channel in Teams by obtaining the channel's email address and sending the email to that address, enabling seamless communication between the two platforms.", "Conversely, posts from Teams can be easily converted into emails by using the 'Share to Outlook' feature, facilitating efficient communication with team members who primarily use email for work."]}, {'end': 900.838, 'segs': [{'end': 591.591, 'src': 'embed', 'start': 560.948, 'weight': 0, 'content': [{'end': 565.171, 'text': 'Luckily, I can now do this ahead of time as well, directly from within Outlook.', 'start': 560.948, 'duration': 4.223}, {'end': 571.956, 'text': 'Within Outlook desktop when you set up a new meeting, right up on the meeting tab, right here on the ribbon.', 'start': 565.492, 'duration': 6.464}, {'end': 576.52, 'text': "there's now a new option for settings and this will expose all of the different meeting options.", 'start': 571.956, 'duration': 4.564}, {'end': 585.367, 'text': 'For the last two tips, number seven and eight, they require a little bit more setup, but in my opinion, the payoff is pretty nice.', 'start': 577.02, 'duration': 8.347}, {'end': 591.591, 'text': "I'll run through these two tips and if you want to use them at the end, I'll show you how you can set them up properly.", 'start': 586.067, 'duration': 5.524}], 'summary': 'Outlook now allows setting up new meetings with advanced options directly from the desktop, providing convenience and efficiency.', 'duration': 30.643, 'max_score': 560.948, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY560948.jpg'}, {'end': 657.81, 'src': 'embed', 'start': 620.567, 'weight': 1, 'content': [{'end': 621.467, 'text': "I'll select that.", 'start': 620.567, 'duration': 0.9}, {'end': 624.468, 'text': 'Here when I click on the plus icon,', 'start': 622.287, 'duration': 2.181}, {'end': 631.21, 'text': 'I can expand it and here I can confirm that this email will go out to all of the different group members of this team.', 'start': 624.468, 'duration': 6.742}, {'end': 634.851, 'text': 'You can also schedule a meeting using a team name.', 'start': 631.59, 'duration': 3.261}, {'end': 641.376, 'text': 'Now, for whatever reason, no one replied to my last email, so I should probably set up a meeting.', 'start': 635.211, 'duration': 6.165}, {'end': 647.261, 'text': "Now, I did include some text saying that if you're unable to attend, I'll just take it as agreement to proceed.", 'start': 641.656, 'duration': 5.605}, {'end': 649.623, 'text': "Hopefully no one notices that it's 4am.", 'start': 648.242, 'duration': 1.381}, {'end': 657.81, 'text': "Now, here too, I'll go up to the required field, and here I could type in the KCC marketing team and I could select that,", 'start': 651.044, 'duration': 6.766}], 'summary': 'Email will go out to all group members; scheduling a meeting with kcc marketing team.', 'duration': 37.243, 'max_score': 620.567, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY620567.jpg'}, {'end': 692.243, 'src': 'embed', 'start': 665.537, 'weight': 2, 'content': [{'end': 671.862, 'text': 'You can create a channel calendar in Teams and you can have that calendar then show up in Outlook.', 'start': 665.537, 'duration': 6.325}, {'end': 680.531, 'text': 'To add a channel calendar, click into a channel on one of your teams and then up on the top bar, click on the add a tab icon.', 'start': 672.603, 'duration': 7.928}, {'end': 686.217, 'text': 'This opens up a prompt and you can search for channel calendar or you could click on it down below.', 'start': 680.912, 'duration': 5.305}, {'end': 687.679, 'text': "I'll click on channel calendar.", 'start': 686.237, 'duration': 1.442}, {'end': 692.243, 'text': 'I want to create a channel calendar that we can use to keep track of happy hour times.', 'start': 688.019, 'duration': 4.224}], 'summary': 'Create a channel calendar in teams, link to outlook, for tracking events.', 'duration': 26.706, 'max_score': 665.537, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY665537.jpg'}], 'start': 537.568, 'title': 'Outlook meeting options and team communication', 'summary': 'Provides tips for setting meeting options in outlook desktop, enhancing productivity and efficiency in communication and collaboration. it also discusses creating a channel calendar in teams, adding events, and viewing it in teams and outlook, along with setting up a new team and making it visible in outlook.', 'chapters': [{'end': 664.976, 'start': 537.568, 'title': 'Outlook meeting options and team communication tips', 'summary': 'Provides tips for setting meeting options directly in outlook desktop, including setting up a new meeting and sending email or scheduling a meeting using a team name, enhancing productivity and efficiency in communication and collaboration.', 'duration': 127.408, 'highlights': ['You can now set meeting options directly in Outlook Desktop, allowing for setting things like bypassing the lobby, presenting permissions, and meeting chat, enhancing meeting control and efficiency.', 'You can easily send an email or set up a meeting with a team by typing in the team name and selecting it, ensuring effective communication and collaboration with all team members.', 'You can schedule a meeting using a team name, sending the meeting invitation to all members of the specified team, streamlining the process of organizing team meetings.']}, {'end': 900.838, 'start': 665.537, 'title': 'Channel calendar in teams & outlook', 'summary': 'Discusses how to create a channel calendar in teams, add events, and view it in teams as well as outlook, along with tips for setting up a new team and making it visible in outlook.', 'duration': 235.301, 'highlights': ['Creating a channel calendar in Teams and adding events The process of creating a channel calendar in Teams, typing in event details, and adding the event to the calendar.', 'Viewing the channel calendar in Teams and Outlook Demonstration of how to view the channel calendar in Teams and overlay it onto the personal calendar in Outlook, ensuring visibility of events.', 'Tips for setting up a new team and making it visible in Outlook Instructions for setting up a new team by creating a Microsoft 365 group, and the process for making the team visible in Outlook, along with a note about the complexity involved if the team already exists.']}], 'duration': 363.27, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/IX2LS3oYouY/pics/IX2LS3oYouY537568.jpg', 'highlights': ['You can now set meeting options directly in Outlook Desktop, enhancing meeting control and efficiency.', 'You can easily send an email or set up a meeting with a team by typing in the team name and selecting it, ensuring effective communication and collaboration with all team members.', 'Creating a channel calendar in Teams and adding events, along with viewing the channel calendar in Teams and Outlook, ensures visibility of events.']}], 'highlights': ['You can set up Outlook so that any meeting created is automatically a Teams meeting, reducing the chance of forgetting to include the online meeting information, as demonstrated by checking the box in the calendar options.', 'In addition to setting up automatic Teams meetings in Outlook, you can also do this on the web by checking the corresponding checkbox in the settings, ensuring seamless integration across platforms.', 'You can drag and drop email attachments from Outlook directly into Microsoft Teams conversations and channels, facilitating efficient sharing of important information within the Teams environment.', 'Furthermore, you can not only drag and drop content directly into a channel but also into the files view, providing flexibility in organizing and sharing important files within the Teams environment.', 'An additional feature allows users to pin important files in Teams to the top of the list, ensuring visibility and easy access for all team members.', 'Events and tasks created in Teams or Outlook are automatically synced to the other platform, showcasing the seamless integration of the backend service.', 'Tasks can be accessed in Microsoft Teams by using the Tasks by Planner and To Do app, providing a dedicated task view within Teams.', 'Setting the out of office message in Teams synchronizes it with Outlook, ensuring consistent communication of availability across both platforms.', 'You can access your email directly within Microsoft Teams by adding a tab with the URL outlook.office.com, streamlining the process of checking emails from within Teams.', "You can easily share messages from Outlook to Teams by utilizing the 'share to Teams' feature, enhancing collaboration and ensuring that the message reaches the relevant team members.", "It is possible to forward an email from Outlook to a specific channel in Teams by obtaining the channel's email address and sending the email to that address, enabling seamless communication between the two platforms.", "Conversely, posts from Teams can be easily converted into emails by using the 'Share to Outlook' feature, facilitating efficient communication with team members who primarily use email for work.", 'You can now set meeting options directly in Outlook Desktop, enhancing meeting control and efficiency.', 'You can easily send an email or set up a meeting with a team by typing in the team name and selecting it, ensuring effective communication and collaboration with all team members.', 'Creating a channel calendar in Teams and adding events, along with viewing the channel calendar in Teams and Outlook, ensures visibility of events.']}