Resources

Search our resource library below to find helpful information. You can fitler by your role at FDU as well by department or service.

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Managing Clutter in Outlook

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What is Clutter?

Microsoft has implemented a new feature to its mail client called Clutter. Clutter acts as a filter that separates e-mails that it Deems low priority. The e-mails are placed in a folder and are out of sight, with no notifications visible to the user. The problem with Clutter is that it is a learning program that tries to guess what emails are important or low priority and might filter out emails that you need.

Disabling Clutter rules in Outlook 

If you wish to disable clutter, log in to Office 365 using our portal office365.fdu.edu with your NetID credentials.

  1. Look for the settings icon on the upper right corner of your window and click on it
  2. Click on the “Mail” option under “Your app settings”
  1. Drill down to “Mail > Automatic processing > Clutter”
  2. Uncheck “Separate items identified as clutter”
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Managing Distribution Groups in Office 365

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A Distribution group (formerly known as mailing list) in Office 365 is a uniquely named email address that consists of multiple users and is managed by a designated owner. Distribution groups are intended to easily facilitate ongoing communications between a large and relatively fixed group of people.

There are a few important concepts to understand about distribution groups before we get started with group management:

  • Emails sent to a distribution group are distributed to all members of that distribution group.
  • Only users granted permission by the Distribution Group Owner can send emails to a particular distribution group.  Permission to post (send emails) to a group is managed by USAN, and Group Owners should open a ticket with the Fairleigh Dickinson University Technical Assistance Center (UTAC) to change members that can post to the group.
  • A distribution group can be configured in such a way that emails sent to it can be held for approval and specific users can be made approvers (also known as moderators).
  • A distribution group has a unique email address attached to it. Users granted permission to send email to this email address can do so from any email client such as Outlook on the Web or Outlook installed in your computer, laptop, tablet or phone, Mozilla Thunderbird, Mac Mail and more.
  • You can request a distribution group by submitting the Distribution List/Shared Mailbox Request form located at FDU Forms Portal.
  • As a Distribution Group owner, you can change the group’s settings via the group’s management page on your Office 365 account (Outlook on the web).
  • As a Distribution Group owner, you can add or remove members (recipients) from your group via your group’s management page. This can be accomplished via Outlook on the web or by using the Outlook application installed on your machine.
Adding and Removing Distribution Group Users in Outlook for Windows
  1. Open “Outlook” on your computer
  1. Open “Address Book

You can open Address Book in two different ways:

  • One way is to click the “Address Book” icon located at the top when “Home” tab is selected:
  • The second way is by composing/creating a new email and clicking the “To” button:
  1. Select “All Distribution Lists” from the drop-down menu located under Address Book:
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  1. Select “More Columns” and enter the name or email address of your distribution group in the search field as shown in the first screen capture below. If you see your distribution group on the list, highlight it and double click it. If you do not find your list using “More Columns”, then it might be easier to find by using the “Name only
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  1. Click on “Modify Members…
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  1. If you want to remove a member, then select the member from the members list, click “Remove” button and then click “OK
  1. If you want to add a member, click “Add” button
  1. Select “More columns” and enter the new member’s name in the search field
  1. You should see the user in the list. Select “Name only” to search again if you are unable to locate the user. Once you have found the user, highlight the record and click “OK
  1. Verify that the new member is in the member’s list and click “OK
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  1. Click “Apply” and then click “OK
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Adding and Removing Distribution Group Users in Outlook on the Web
  1. Go to “fdu.edu” in the browser of your choice
  2. Go to “Shortcuts” menu
  3. Click “Office 365 and Email
  4. Sign-in with your NetID and password
  5. Go to online Outlook app by clicking on the “Outlook” icon
  1. Go to Settings by clicking on the “Settings” icon
  1. Click on “View all Outlook settings
  1. Click “General
  1. Click on “Distribution groups

Here you see the list of distribution groups that you belong to and the list of distribution groups that you own

How to open the Configuration page for a particular Distribution Group that you own in Outlook on the Web

  1. Select the distribution group that you would like to make changes to and then click “Edit” (Pencil Icon)
  1. You should see the distribution group configuration page

How to see the list of recipients (members) for this Distribution Group in Outlook on the Web

  1. Click on “membership

How to add recipients (members) to this Distribution Group in Outlook on the Web

  1. Click on “+” icon (Plus Icon)
  1. Click “All Users
  1. Please enter the name or NetID of the user that you would like to add to this distribution group in the search text box
  1. Click “+” button beside the user that you would like to add from the search results (you can search and select more users if you would like)
  1. Click “Save” when you are done

Remove recipients (members) from this Distribution Group in Outlook on the Web

  1. Go to the membership list as shown in Step: 3 How to see the list of recipients (members) for this distribution group
  1. Click on the recipient (member) that you would like to remove

Tip

Press “Control” button while selecting recipient if you would like to select multiple recipients from the list.

  1. To select a range of adjacent recipients on the list, click the first recipient from that part. Now, press the “Shift” key and click last recipient in this part
  1. Click “” button at the top located below the “Members” title
  1. Click “Save” when you are done
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Enabling Distribution Group Moderation and Adding Group Moderators
  1. Follow Step 1 & 2 in “Adding and Removing Distribution Group Users in Outlook on the Web
  1. Click “Message Approval
  1. Check (select) “Messages sent to this group have to be approved by a moderator”.
  1. Click “+” button under “Group Moderators

Note

By default, emails sent to the distribution group will be sent to the group owner for approval if you enable message approval and do not select any moderators.

  1. Click “All Users
  1. Please enter the name or NetID of the user that you’d like to add to this distribution group in the search text box
  1. Click “+” button beside the user that you’d like to add from the search results (you can search and select more users if you’d like)
  1. Click “Save” when you’re done. You’ll be taken to “Message Approval” screen
  1. You can add users’ emails from who do NOT require any approval by clicking “+” under “Senders who don’t require message approval” and following the same process as above
  1. You can choose who should be notified when an email sent to this distribution group has been held for approval -or- you can choose to disable these notifications as shown:
  1. Click “Save” again on “Message Approval” screen

Note

An email will NOT be held for approval from a group moderator who is allowed to send emails to the distribution group.

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Microsoft 365 Group Expiration Policy

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Unused Teams and Groups can accumulate and become a burden to resources over time. To prevent this from happening, Fairleigh Dickinson University has implemented an expiration policy for Teams and Groups. This article will explain the expiration policy and provide you with information regarding renewal.

What is the FDU expiration policy for Teams and Groups

  1. Any Team or Group inactive for 365 days or more will expire
  2. Team and Group owners will be notified 30 days, 15 days, and 1 day before the team’s expiration date

Note

Expiration notices for groups used in Teams appear in the Teams Owners feed.

  1. If the Team or Group is not renewed before expiration, it will be deleted.
  2. The expiration period of 365 days begins at the creation of the Team or Group, or the date it was last renewed

Note

When the policy goes into effect, all groups that have already passed the 365 days period will expire. Affected group owners will be notified to renew.

How to renew a Team or Group

There are two methods to prevent the Microsoft 365 group from being deleted.

  1. The group owner can manually renew the group by clicking the button in the warning message
  1. A member of the group can perform a monitored user activity:
    • SharePoint: view, edit, download, move, share, or upload files (viewing a SharePoint page does not count as an action for automatic renewal)
    • Outlook: join or edit group, read or write group messages from the group, and like a message (Outlook on the web)
    • Teams: visit a teams channel
    • Yammer: view a post within a Yammer community or an interactive email in Outlook
    • Forms: view, create, or edit forms, or submit a response to a form
  2. When the team owner receives the expiration notification, go to the Team’s group “Manage team” option and click on Renew now as shown below

Whenever the Microsoft 365 group is renewed by any of the methods mentioned, the group’s lifetime will be extended for another period of 365 days.

What are Microsoft 365 Groups

Microsoft 365 groups are created from a variety of tools including Outlook, SharePoint, Planner, and Teams. Microsoft 365 groups allow you to choose a set of people to collaborate with. You can use Microsoft 365 groups to communicate with others, share files, and apply permissions to shared resources.

Who are Group Owners

When a Microsoft 365 group is created, the person creating the group is designated as the owner. After adding members to the group, the primary owner can also promote other members to owner status. We suggest that when practical, Microsoft 365 groups have at least 2 owners. This can be important as only the group owner will receive the warning messages. In some cases, the group owner may have removed themselves from the group or left the university entirely. If you find yourself a member of a Microsoft 365 group without an owner, please contact support by creating a SAMI Support Request.

Groups without Owners

Ownerless or orphaned Groups may be deleted by USAN. USAN will notify Group members prior to deletion, but if they receive no response, the Group will be deleted. If USAN deletes a Group, all the records associated with the Group’s shared space will be deleted as well

Automatic Renewal

Groups that are actively in use are renewed automatically setting the days to zero. Any of the following actions will auto-renew a group:

  • SharePoint – view, edit, download, move, share, or upload files. (Viewing a SharePoint page does not count as an action for automatic renewal.)
  • Outlook – join the group, read or write group messages from the group, and like a message (Outlook on the web).
  • Teams – visiting the Teams channel.

Recover Deleted Teams or Groups

When the 365 days limit hits, the Microsoft 365 group will expire and be put into a “Soft-deleted” state. Which means it can still be recovered for up to 30 days. To have the Microsoft 365 group recovered please contact support by creating a SAMI Support Request and include the Microsoft 365 group or Team name to be recovered.

Where to Get Help

For assistance with Microsoft 365 groups, please contact support by creating a SAMI Support Request. We can answer questions about the expiration policy, renewing groups, and updating group owners.

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Microsoft 365 Quarantine Support

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Spam Quarantined Email

Microsoft 365 email has filters to protect users from spam and malicious emails like phishing scams.

Messages caught by the filters are placed in quarantine for Fairleigh Dickinson University and its users’ protection. Users will receive a Spam Notification message once a day, notifying them of any messages placed in quarantine. Any legitimate mail caught by mistake can be released directly from this message or from the quarantine portal.

Warning Warning

Mail left in quarantine will automatically be deleted after 15 days.

Handling Quarantined Email

Legitimate messages placed in quarantine may be released into your inbox in one of two ways:

  1. From the daily spam notification email message

If you receive mail that has been placed in quarantine, you’ll receive an email message from quarantine@messaging.microsoft.com. The message will look like the one below:

Note

You will only receive an email if you have items in quarantine.

The following options will be available to you by clicking the respective links in the email notification or you can choose to do nothing.

  • Review Message – go to the Microsoft 365 Security & Compliance Center to review it
  • Release – the message is removed from quarantine and placed in your inbox
  • Block Sender – add the sender to the Blocked Senders list in your mailbox
  1. From the Microsoft 365 Security & Compliance Center

Quarantined email can also be handled in the Microsoft 365 Security & Compliance Center.

  1. Go to Microsoft 365 Security & Compliance Center >
    • A list of your emails in quarantine will be displayed
  2. Click on any message to select it, then choose from the options given:
    • Release message
    • Preview message
    • View message header
    • Block Sender

For more details, use this link:

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Microsoft FindTime in Outlook

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FindTime is a Microsoft Outlook add-in for scheduling meetings. The organizer can send multiple meeting time options through FindTime and minimize the back-and-forth emails in scheduling meetings.

  • FindTime helps you to pinpoint times to meet by looking at available free/busy data for your attendees. This data is collected through the calendar part of Microsoft Outlook.
  • Users may create a poll where attendees can vote on the times you suggest
  • Requested attendees can suggest a new meeting time and vote on current proposed times
  • FindTime automatically sends out the meeting invite, by email, on your behalf once requested attendees reach a consensus meeting time

Attention

Doodle, a meeting scheduler add-in for Outlook, is not an approved application for use at FDU. Please use FindTime as your meeting scheduling tool, as detailed in this article.

Where can I access FindTime?

Users can access the Microsoft FindTime Meeting Poll feature on Microsoft Outlook 2013, Outlook 2016 for Windows 10 and Apple macOS, Outlook 2019, and Outlook on the web. In addition, requested attendees can receive and reply to FindTime invites from any email provider. Below is the FindTime add-on icon. Clicking on the icon will start a FindTime Meeting invite.

FindTime Meeting Poll Icon

Windows
  1. Compose a new email or reply to an existing email
  2. List people required for the meeting in To: and optional participants in Cc:
  3. Click the “New Meeting Poll” icon in the Message tab of the ribbon bar
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macOS
  1. Compose a new email or reply to an existing email
  2. List people required for the meeting in To: and optional participants in Cc:
  3. Click the “New Meeting Poll” icon in the Message tab of the ribbon bar
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Outlook on The Web
  1. Login to the FDU Office 365 Portal
  1. Compose a new email or reply to an existing email
  2. List people required for the meeting in To: and optional participants in Cc:
  3. Click the “FindTime” Meeting Poll icon, found at the bottom of your compose or reply email

Note

Select the ••• menu option if the FindTime icon is not visible at the bottom of your email.

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Creating a FindTime Poll
  1. Create a new email or select an email to reply to
  2. List people required for the meeting in To: and optional partners in Cc:
  3. Click the “FindTime Meeting Poll icon within Outlook or Outlook on the web to begin a FindTime invite
  4. Set the meeting settings:
  • Duration: Select a duration from the list
    • Select 8 hours for a full-day meeting
    • Select Custom in the time dropdown menu to set your own time The maximum duration is 23 hours 59 minutes
  • Work Hours: Check to limit suggested meeting times to work days and hours only
  • Time Zone: Select the time zone dropdown menu to change the time zone for the meeting
  1. FindTime looks through the attendees’ schedules (if available) and suggests suitable meeting times

Note

Calendars that are not associated with a Microsoft 365 account are not supported.

Use the links to sort the meeting options.

FindTime dates Availability and Time options.
  • Availability: Lists the best options (times when all required meeting participants are free) first. Factors used to determine the best options include how many attendees are free, how many required vs. optional attendees are free, whether conflicted attendees have tentative or busy commitments on their calendar
  • Time: Lists the options chronologically

Note

You can scroll through the days and months using the arrows. Available days are underlined in green. Darker green indicates days with the most options and lighter green and red indicate the most conflicts. Weekend days are marked available if Work Hours is not selected.

  • The people icons show whether meeting participants is required, and their availability
People icons key
  • Options:

    • Underlined: Required
    • Green: Available
    • Yellow: May be busy
    • Red: Busy
    • Gray: Unknown
  • You can use the icons to access more information
    • Click the user icon, which can be seen with a small clock icon attached to it to open the attendee’s status tray
    • Hover over each person’s icon to view their availability information
    • Click the calendar icon under the user icon to view your calendar
  1. Choose a few suitable meeting times
    • The time box changes to blue when selected
    • You can select a maximum of 20 times
Selected meeting options
  1. Click “Next
  2. Enter the meeting location
    • Online meetings are enabled by default. Click the “Online Meeting” check box to disable it
A screenshot of the New meeting poll pane

When an Online Meeting is selected, FindTime will schedule a Skype for Business or Microsoft Teams meeting. FindTime will use whichever has been set by your organization as the default online meeting channel.

Note

If you saved a Skype for Business setting in your dashboard, FindTime will use that instead of Microsoft Teams. If you want to use Microsoft Teams, delete the Skype for Business setting in your dashboard.

  1. Set Poll settings and toggle the ON/OFF options
    • Notify me about poll updates: You’ll receive an email each time an attendee votes. The message includes the current poll status and an option to schedule.
    • Schedule when attendees reach consensus: A calendar event is automatically scheduled if all required attendees have voted in favor of a specific time option. If multiple options are available, the earliest option will be scheduled.
    • Hold selected times on my calendar: A tentative event is placed on your calendar for each time option you propose. All holds are removed when a poll is scheduled or canceled.

Note

You can still delete selected meeting times at this point by selecting X in the Selected times’ list.

  1. Click “Insert to Email
  2. FindTime inserts the suggested meeting times into your email. Click “Edit Options” to change the meeting settings, if necessary

Note

If you make changes and reinsert the meeting times, you need to delete the original invite manually.

  1. Click “Send” to send the meeting invites and start the voting process
  2. You will receive a direct link to the voting page for your meeting

Management of past and future FindTime (Meeting Polls) requests can be viewed at the following web portal; use your FDU NetID credentials to log in.

Refer to the Microsoft document “How to Create a FindTime Poll” from Microsoft Support for the most up-to-date steps and explanation of settings.

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For further details, please view the links below:

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Microsoft Office 2019 – University Wide Standard

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Microsoft Office 2019 Pro Plus is Fairleigh Dickinson University’s standard office productivity software suite used on All FDU owned laptops and desktops.

Office 2019 Pro Plus is the current version installed on all university computer labs and Microsoft Office 2019 is the current version for all Apple macOS devices.

FDU Faculty and Staff in possession of a university owned laptop or desktop who has Microsoft Office 2016 Pro Plus installed, may upgrade to the latest version of Office 2019 Pro Plus using the FDU Self Service Portal for Software. Follow the instructions below to upgrade.

Windows

Launch Microsoft Office 2019 Pro Plus from the FDU Self Service Portal for Software

macOS

Compatible macOS devices will upgrade to the latest version of Office 2019 Pro Plus automatically (minimum version macOS 10.13)

For more information visit:

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Microsoft Office 365 Apps

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Microsoft Office 365 offers a comprehensive set of software tools that facilitate documentation, collaboration, and communication. These tools are available on the Web or as downloadable desktop Office 365 apps.

Below is a list of articles for each of the available tools in the Microsoft Office 365 environment. Each article contains information on what each application is and training on how to use them.


Outlook

Outlook allows you to connect and stay organized with your email, calendar, and contacts all in one place.


Word

Word allows you to collaboratively view, edit, and create high-quality shared documents.


Excel

Excel is the industry leading spreadsheet program, a powerful data visualization and analysis tool.


PowerPoint

PowerPoint is a slideshow presentation program that’s part of the Microsoft office suite of tools. PowerPoint makes it easy to create, collaborate, and present your ideas in dynamic, visually compelling ways.


Teams

Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all its features.


OneNote

OneNote is a cross-functional digital notebook. You can organize different notebooks into sections and pages with easy annotation and navigation tools.


OneDrive

OneDrive and Microsoft 365 make it easy to access, share, and collaborate with your classmates or co-workers on files from anywhere within FDU.


Lists

Lists you can Build and share lists to help you track issues, assets, routines, contacts, inventory, and more. You can get started with Microsoft Lists from Microsoft 365, from MS Teams or from within SharePoint.


Yammer

Yammer is a collaboration tool that helps you connect and engage across the company. You can share information across teams and organize projects. Only your coworkers can join, so your communications on Yammer are secure and visible only to people within your organization.


Power Apps

Power Apps is a suite of apps, services, connectors, and data platform that provides a rapid application development environment to build custom apps. Using Power Apps, you can quickly build custom apps that connect to data stored throughout Microsoft 365.


Power Automate

Power Automate is a service that helps you create automated workflows between apps and services to synchronize files, get notifications, collect data and more.


Power BI

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization or embed them in your app or website. It allows connections to hundreds of data sources and generate live dashboards and reports.


Planner

Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you are working on, and get updates on progress.


Bookings

Bookings offers a simpler way to organize schedules and manage appointments. Microsoft Bookings includes a web-based booking calendar and integrates with Outlook to optimize your calendar and give your contacts the flexibility to book a time that works best for everyone involved.


Forms

Forms is an app that lets you create surveys, quizzes, and polls to collect real-time responses from students, collaborates and colleagues. It has built-in analytics to evaluate responses, and export results to Excel for additional analysis or grading.

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Microsoft Office 365 Suite for Students

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The Microsoft productivity suite subscription includes Office for the Web, stand-alone, downloadable Office 365 desktop clients and mobile apps. Included in the Microsoft Office suite of products are

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft OneNote
  • Microsoft Outlook
  • Microsoft Publisher
  • Microsoft Access

Available Platforms

  • Windows
  • Mac
  • iOS, Android, Other Devices
  • Browsers – Current versions of Safari, Chrome, Firefox, Microsoft Edge, and Internet Explorer

Eligibility

  • Current students that are registered for classes for the current term or a future term.

How to Install Microsoft Office 365 Pro Plus

Current students can download the latest version of Microsoft Office free of charge as part of the Microsoft Campus Agreement:

Microsoft Office Suite can be installed on up to five devices.

Note: Students leaving Fairleigh Dickinson University (by graduating or otherwise) will need to purchase Office to continue using it. You will be prompted by Microsoft to purchase Office the next time you launch the software. If you don’t purchase Office, you will still be able to open the documents you created but won’t be able to edit them or create new documents.

  • Office 365 Pro Plus can be installed on Windows 10
  • Office 365 Pro Plus can be installed on Mac OS 10.13.6 (Sierra) or higher.

Steps

  1. Visit the Office Portal
  1. Enter you FDU NetID and then click “Next”. This will re-direct you to the FDU SSO login page.
  1. Enter your FDU NetID and then click sign in.
  1. In the Software window, click Office. Then click the Install button.
Windows
macOS
  1. The software will be downloaded and installed on your computer. Your copy of Microsoft Office remains active until you leave the University, at which point, you will either need to uninstall it or purchase a license key.

NOTE: Any computer with Office 365 Pro Plus installed on it must connect to the Internet at least once every 30 days so the status of your subscription can be verified. If you do not connect to the Internet every 30 days or less, Office 365 will go into reduced functionality mode. Once the computer reconnects to the Internet and the subscription status is verified, all features will become available again.

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Microsoft Teams Tutorial

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Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all of its features.
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Index

Install and Launch Options

If you are using a mobile device, or your personally owned computer, you can download Microsoft Team using the link below.

The page will automatically detect your operating system and redirect you to the appropriate desktop client (e.g. Windows, macOS) or mobile client (e.g. Android, Apple iOS).

The Microsoft Teams application is automatically pushed to most university owned computers. To determine if you already have it installed, search for “Teams” using the Windows Search Bar or Spotlight Search on Apple devices. If you are working on a university computer and you cannot locate the Microsoft Teams application, you can install by following the instructions below.

Windows – Portal Manager

  1. Press the Windows key on your keyboard and type Portal Manager
  2. Launch Portal Manager from the search results list
  1. Select Microsoft Teams from the list and click Install

Mac – FDU Self Help

  1. Press cmd+space on your keyboard and type FDU Self Service
  1. Launch FDU Self Service from the spotlight search results
  1. Locate and double click on Microsoft Teams. If Teams is already installed, it will not show up on the list

Web – Access the Office Web Application

The web client is a full, functional client that can be used from a variety of browsers including Google Chrome, Edge Browser, and Mozilla Firefox. Microsoft Teams will also be available on Safari soon. 

  1. From an internet browser, go to  office365.fdu.edu
  2. Sign in to your FDU Office 365 account using your NetID and NetID account password
  3. Select  Teams from the list

Starting a Conversation

Teams allows for text-based conversations using the Chat feature. Although it does not replace email in all use cases, it is a great tool for asking quick questions or just saying hello. When using chat, please be mindful and adhere to FDU’s Written Information Security Program.

  1. Select Chat from the left menu and then click on the top search bar
  1. Type the name of the person you are attempting to locate and click on their name. Only FDU faculty, staff, and students are accessible in Microsoft Teams
  1. You will be brought to the chat window and can start your conversation

Navigating the Chat Window

The Chat window has many convenient tabs and shortcuts aimed at improving collaboration. Near the top of the screen, next to the name of the contact that you are chatting with, you will notice the default tabs, followed by a plus sign.

Tabs

  1. The Chat tab contains the conversation
  2. The Files tab contains all files shared in during the conversation
  3. In two person conversations, the Organization tab shows your contact’s organization chart. This information is pulled from Office 365. Datatel remains the authoritative source for this information and the data contained here is not intended to be 100% accurate
  4. In two person conversations, the Activity tab will list the latest activity of your contact
  5. You can use the + sign to create a new tab from a file or an app. This can be a quick and convenient way to access a collaborative file that was previously shared in the conversation

To the right of these tabs are a series of shortcut icons which perform the following functions.

Shortcuts

a. The Video call icon starts a new video call
b. The Audio call icon starts a new voice call
c. The Screen sharing icon allows you to share your desktop or an application
d. The Add people icon is used to invite additional people to the chat
e. The Pop out chat icon creates a separate window with your chat

Managing Contacts

The Chat function allows you to have conversations with one person or groups of people. The pane on the left-hand side of the screen is split into Recent and Contacts. Contacts acts like a rolodex that allows you to store and sort a list of the people you contact most frequently. The Recent list will display your most recent conversations with single people or group messages.

By default, the Contacts tab will already have a “Favorites” group. However, creating new groups can be a helpful way to organize your contacts. For example, you may wish to create a group for people that you are working with on a project or for people that you interact with from a department.

  1. To create a new contact group, click “Create a new contact group” on the bottom of the pane
  1. Enter a name for your group, and click “Create
  1. To add contacts to a group, click the “More options” icon (3 dots) next to the group name and select “Add a contact to this group” from the drop-down menu
  1. Begin typing the name of your contact. Once you see their name appear, select it and select “Add

You can add the same contact to as many groups as you would like. The chat with your contact will remain the same regardless of which group you are accessing the conversation from.

Sharing Your Screen

Screen sharing is one of Microsoft Teams’ most powerful collaborative features. You can show your screen to your colleagues and even grant them control to edit Microsoft Office files with you in real time.

Before you get started, make sure that you are using the installed version of Microsoft Teams, as the browser based OWA version does not support this functionality.

  1. From the chat window or from an ongoing call, click on the “Screen sharing / Share” icon
  1. You be given a choice to either share your desktop or an application from the Microsoft Office suite, click on the window you want to share

Once you select the screen you wish to share, the members of your chat or call will be able to view your screen and request access to remotely control your desktop or program.

You can only share your screen with a mobile device user if you are engaged in an active voice or video call with them.

Requesting a Team

Creating a team provides remote team members with the ability to work together and share information via a common online space. You can also organize your information by creating channels to help optimize your team’s workflow.

  1. Navigate to the forms website and log in using you FDU NetID account information
  1. Scroll down to Microsoft Team Request and click on it to expand the information
  1. Fill out all the fields and click on the “Request Microsoft Team” button

Note

You can specify additional team owners. Owners will have rights to invite and make other changes to the team after its creation.

  1. You should now see a screen informing you that your form was successfully submitted. Please allow 3 to 5 business days for the Team to be created
  2. You will receive an email once the team is created. The next time you log in to Teams you will see your team listed in the Teams section
  1. Click on your team to open the general channel. From here you can create channels, add users, and customize your team. Any team members that you add will receive an email notifying them that they were added to your team. The next time that they log in or open Teams, they will find the team listed in their Teams section

Creating Channels

Channels are dedicated sections within a team. You can keep conversations organized by specific topics, projects, disciplines, or whatever works for your team! Channels are where conversations happen and where the work gets done. There can be public channels which are open to all team members or, if you require a more select audience, private channels can be open to a subset of your team.

  1. Select Teams from the menu on the left-hand side of the screen. If you have multiple teams, select your team of choice
  1. Click on the “More options” icon (3 dots) next to the team name and select “Add channel
  1. Give the channel a name. Optionally, you can write in a brief description as well
  2. Select your channel’s preferred level of privacy and click “Add
  • Standard channels are open for anyone to join.
  • Private channels are invitation only.
  1. If you selected “Private” you will see a window that lets you add the team members that should have access to the channel. Once all members are added, click “Close
  1. Once a channel is created it will show up under the General channel in the channels list. If the channel was set to Private, only the members can see it. Anyone who belongs to the channel can click on it to view its contents

Note

Since channels are sections within a team, it is not possible to add members to a channel that are not part of the team.

Managing a Team

Now that your teams and channels are created, you can begin to take advantage of Microsoft Teams’ management features. Team management includes essential functions such as adding and removing members, assigning permissions for individual members, and managing your channels. You can also implement granular customizations such as setting parameters on the use of tags and emojis.

  1. Select Teams from the left menu. If you have more than one team, click on your team
  2. Click “More Options” icon (3 dots) next to the team name and select “Manage Team“. From here, you can select one of the following tabs

Manage Members Tab

  • Add a member by clicking “Add Member” button on the top right of the window
  • Remove a member by clicking “X” button on the right of their name
  • Use the drop-down menu to change a member’s role to Owner. This allows them full access to change settings

Manage Request Tab

  • Use this tab to accept or deny a person’s request to join your team

Manage Channels Tab

  • Create a channel by clicking the Add channel button on the top right of the window
  • You can restore deleted channels by expanding the Deleted list and clicking on Restore

Manage Settings Tab

  • The Team picture is an optional setting which allows you to set a profile picture for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Use Member permissions to set editing permissions for your team members
  • With the Guest permissions settings you can allow guests to create, update, and delete channels
  • @mentions lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff lets you allow gifs and memes to be displayed on the channel
  • Use the Tags setting to decide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team

Manage Analytics Tab

  • The Analytics tab displays usage information for your team

Manage Apps Tab

  • The Apps tab allows you to add or remove application plug ins for your channels

Choosing a Team Type

When you create a new team in Microsoft Teams, you’ll be asked to select from one of four teams.

Learn more in the table below about which team meets your teaching and learning goals.

Class Professional Learning Community (PLC) Staff Other
Description Teachers and students collaborating on group projects, assignments, and more. Educators collaborating within a professional learning community. Examples: academic department, grade band, or group working on a shared goal. Staff leaders and staff members collaborating on school administration and development. Students and school employees collaborating in interest groups and clubs.
Team Owners & Team Members Teachers are team owners and add students as team members. Educators form the team and other educators join the team. Staff leaders are team owners and add staff members as team members. Any combination of students and school staff can form a team and add members.
Permissions Teachers moderate student conversations and who can post where. Students only have write permission in certain areas. Educators share equal read-write permissions. Staff leaders control posting settings. Staff members only have write permission in certain areas. Team members share equal read-write permissions unless the team owner(s) alter the settings.
Features Class Notebook Assignments Conversations Files Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites like Microsoft Forms OneNote notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites Staff Notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites OneNote notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites
Educational Goals Assign, track, and review student work Export grades Collaborate and communicate in the classroom Make announcements Administer quizzes and polls Work in student groups Share and organize rich content Invite virtual experts into the classroom Collaborate in professional learning communities Communicate Make announcements Share work Organize virtual or face-to-face meetings Work in smaller groups Share and organize content Oversee professional development, staff, and administrative goals Communicate Make announcements Share content and progress reports Work in smaller groups Organize virtual or face-to-face meetings Collaborate and communicate with team members Make announcements Share content Organize virtual or face-to-face meetings Work in smaller groups

Starting an Instant Meeting

Instead of scheduling a meeting for a future date, you can start one right away and invite people in on the fly.

  1. Select “Calendar” from the left-hand side of the screen and click “Meet Now
  1. Give your meeting a name, select audio and video options, and click on “Join Now
  1. Your meeting should start with the Participants tab displayed so you can start inviting people right away. As you search for people and add them to your meeting, they will receive a call to be connected

4. As people accept the meeting invitation they will automatically be connected

Joining a Meeting

Meetings in Teams include audio, video, and screen sharing. They’re one of the key ways to collaborate in Teams.

  1. You can join a scheduled meeting by selecting the “Calendar” tab from the left menu, then finding and left-clicking on your meeting
  1. Click “Join” button on the top of the page
  1. Select your video and microphone options, then left click “Join Now
  1. If you are the first participant that joined the meeting, you will see a black screen informing you that you are waiting for other members to join. As people join the meeting they will show up on the screen.
  1. When you are done with the meeting, close it by clicking the red telephone icon to “Hang up” the call

Scheduling a Meeting

Due to Office 365 calendar integration, scheduling video and voice meetings on Microsoft Teams is simple and convenient.

  1. Select the “Calendar” tab from the left-hand side of the screen. This screen displays your entire FDU Office 365 calendar. Next, click “New Meeting” button on the top right of the window

You will notice that the New Meeting window offers 2 tabs, Details and Scheduling Assistant

  1. From the Details tab, enter the following information about your meeting:
  • Title
  • Required Attendees

Note

You can also add optional attendees by clicking +optional button

  • Time
  • Specify whether the meeting reoccurs
  • Add Channel is optional and lets you specify an entire Teams channel to receive a meeting notification
  • Add location is optional and enables you to select a physical location for members to meet at
  • Add details like the topic of discussion, meeting outline, etc
  1. The Scheduling Assistant tab allows you to view the calendar of all attendees to check for availability. It is possible to adjust the meeting time on this tab
  1. When finished, click the “Send” button on the top of the page. The meeting will be posted on the channel you selected and invites will be emailed to all requested attendees. The meeting will also show up on the calendar of the people who have accepted the meeting invitation
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