Microsoft Teams Role-Specific Guide (23 Pages)

Microsoft Teams Role-Specific Guide (23 Pages)

Driving adoption is always easier by starting with "user scenarios" vs. "product features". 

This document includes 4 specific roles (engineering, finance, marketing and sales) with 12 different scenarios of using Microsoft Teams.

Hope this guide can help you to have some ideas of how different roles can use Microsoft Teams to communicate more effectively and be more productive.

You can use this guide as a reference to learn Microsoft Teams usage cases and plan the adoption journey.

Steps for having this document:

  1. Connect me on LinkedIn
  2. Leave "yes" as a comment
  3. Click here to download

Table of contents:

  • Engineering - Triage bug resolution for development teams   2
  • Engineering - Conduct virtual daily standup meetings      3
  • Engineering - Empower DevOps with a chat-based workspace   4
  • Finance - Plan and manage department budgets 6
  • Finance - Get ready for your next earnings release!      8
  • Finance - Manage your monthly/quarterly/annual closing  10
  • Marketing - Manage your marketing event with Microsoft Teams 12
  • Marketing - Get ready for your next product launch!      14
  • Marketing- Plan and manage your public relations activities 16
  • Sales - Plan and coordinate Account Management team activities     18
  • Sales - Prepare and manage your next RFP/Proposal Generation 20
  • Sales - Prepare and manage your Sales Planning team activities     22


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