Teams and Outlook Integration

Quick reference

• 00:04 Before we leave this section, I just want to show you some of the ways that Teams
• 00:09 integrates with Outlook, because it might be that you spend the majority
• 00:13 of your day in your Outlook email account, I know that I do.
• 00:17 And it might be a little bit inconvenient to keep switching between Outlook and
• 00:22 Teams whenever you want to jump into a meeting or schedule a new Teams meeting.
• 00:27 Well, the good news is that we can work with Teams from directly within Outlook.
• 00:32 So let's take a look at it.
• 00:34 So currently, I'm clicked on my inbox.
• 00:38 And notice that I am using the new Outlook experience, so
• 00:42 we have this more streamlined ribbon at the top.
• 00:46 Now, when you're working in your inbox,
• 00:49 notice that you do have a big Share to Teams button just here.
• 00:53 And if we hover our mouse over and take a look at the screen tip, it says,
• 00:57 share an email in a chat or channel in Teams.
• 01:01 So maybe you've received an email that's important for
• 01:04 all of the channel members to know, or all of your team.
• 01:07 You can simply select it in your Outlook inbox and
• 01:10 then share it directly to the channel.
• 01:13 For example, let's just grab any of these.
• 01:16 This isn't a real email account, I might add.
• 01:19 So I basically just have quite a bit of junk in here, but that's okay for
• 01:22 the example that we're doing.
• 01:25 So maybe I want to send this email just here that
• 01:28 I have selected straight to a channel in Teams.
• 01:32 We highlight it, click on the Share to Teams button, and
• 01:35 then we can choose the channel that we want to share it to.
• 01:39 So let's be consistent, let's stick with our marketing channel.
• 01:43 Now, because I've used this recently, it's popping up underneath, but
• 01:48 you could simply just type in the name of the channel and select it in that way.
• 01:53 And that is pretty much it, we just need to click the Share button at the bottom.
• 01:59 So my email is now on its way to Teams, I'm going to close this window down.
• 02:04 And if we jump back to Teams, we should be able to see that message.
• 02:08 And there we go, there is my email sitting there in my team channel.
• 02:13 So really nice and simple.
• 02:16 Now, what other ways can we interact with Teams from Outlook?
• 02:20 Let's jump back and take a look.
• 02:22 If we jump across to our Calendar in Outlook,
• 02:26 we can create new Teams meetings from here or we can jump into an ad hoc meeting.
• 02:32 So effectively, we have that instant meeting and
• 02:35 scheduled meeting functionality within Outlook as well.
• 02:39 If we take a look up at the Home ribbon,
• 02:42 notice we have a Meet Now button to start an instant Teams meeting,
• 02:46 or a New Teams Meeting button to create a scheduled meeting.
• 02:51 So if I click on Meet Now from Outlook, it's basically going to open up Teams and
• 02:56 jump me into an instant meeting.
• 02:58 And we would join this in exactly the same way.
• 03:01 I can give it a title, I can choose my settings and
• 03:04 then click the Join now button.
• 03:06 Alternatively, if I wanted to schedule a meeting,
• 03:10 I could click on New Teams Meeting, add a title, so let's just say Catch Up.
• 03:15 I'm going to add in my participants, so let's say Jen and
• 03:20 Olivia, set my start and end date.
• 03:23 And notice here we have a link automatically generated in the body
• 03:27 to join the Teams meeting.
• 03:29 So if I send this through, that's going to schedule that meeting in Outlook and
• 03:35 I can simply double-click to open it up.
• 03:38 And then I can either click Join Teams Meeting at the top here on that meeting
• 03:42 tab, or I can click on the link that's in the body of the message.
• 03:47 And when we click Join Teams Meeting, it's going to do exactly the same thing,
• 03:50 it's going to jump us straight into that meeting.
• 03:53 So it's a good way of working with Teams from something that's possibly a little
• 03:58 bit more familiar to most people, which is that Outlook calendar and inbox.
• 04:03 What you'll also find is when you jump back to your Teams calendar,
• 04:07 because Outlook and Teams are integrated, they synchronize.
• 04:10 So if you add the meeting in your Outlook calendar,
• 04:13 it's going to synchronize with your Teams calendar.
• 04:17 Now, I wasn't being too careful about the times and
• 04:20 the dates that I selected, but I can see that it has added it.
• 04:23 It is at midnight, so I probably wouldn't want to have a meeting at midnight.
• 04:27 But there it is, just there.
• 04:29 So I can, effectively, open up this meeting and join it from Teams as well.
• 04:35 So everything works both ways and everything is completely integrated.

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