In this video, we’re diving into the process of setting up a client portal in Microsoft Teams to streamline your communication and file sharing with clients and suppliers. Say goodbye to emailing files through Outlook and discover how Teams can serve as a secure, organised platform for your key business interactions.

🔍 What You’ll Learn:

Understanding the Basics of Microsoft Teams Sharing Capabilities
Get a grip on the essential sharing features of Microsoft Teams that enhance collaboration and file management.

Creating a Microsoft Team as a Client Portal
Learn the step-by-step process of setting up a dedicated Microsoft Team to serve as your client portal.

Adding Internal Colleagues to the Client Portal in Teams
Discover how to include your internal team members in the client portal to facilitate smooth collaboration.

Adding Folders to Structure Files in the Client Portal
Find out how to organise your client portal with folders to efficiently manage files and resources.

Adding Channel Posts to Welcome Clients in the Portal
Explore the use of channel posts to greet clients and provide essential information upon their arrival at the portal.

Adding External Parties and Guests to the Microsoft Teams Client Portal
Learn how to invite external parties, including clients and suppliers, to join your Teams client portal securely.

The Client Portal Experience for Clients
Take a look at what your clients will experience when they access the portal, ensuring a user-friendly interface.

Removing Client Access from the Client Portal
Understand how to manage and revoke client access when necessary to maintain security and confidentiality.

Key Points for Client Portals
Review the crucial elements and best practices for managing effective client portals.

⭐️ Additional Resources:

🔗 Find out more about BlueTally and access a free interactive demonstration at: [ Ссылка ]

🔗 Enhance your Microsoft 365 skills with our comprehensive on-demand courses: [ Ссылка ]

📚 Download our free Microsoft 365 eBook for more productivity tips: [ Ссылка ]

🔎 Learn more about how Your 365 Coach can elevate your professional skills: [ Ссылка ]

🔥 Like what you see? Hit that like button, subscribe, and ring the bell to stay updated with the latest tutorials from Your 365 Coach!

📰 Stay Connected:

Follow us on Instagram: @your365coach and TikTok: @your365coach for more behind-the-scenes content and updates.

🕒 Video Timings:

00:00 - Introduction
01:04 - Understanding the Basics of Microsoft Teams Sharing Capabilities
02:29 - Creating a Microsoft Team as a Client Portal
03:20 - Adding Internal Colleagues to the Client Portal in Teams
03:57 - Adding Folders to Structure Files in the Client Portal
05:00 - Adding Channel Posts to Welcome Clients in the Portal
05:45 - Adding External Parties and Guests to the Microsoft Teams Client Portal
06:38 - The Client Portal Experience for Clients
08:18 - Removing Client Access from the Client Portal
09:30 - Key Points for Client Portals

Disclaimer: The data shown and email addresses used in this video are fictional and for demonstration purposes only, and is not provided with any warranty or guarantee and sharing files with external or guest accounts, is done so, at your own risk.

#Microsoft365 #MicrosoftTeams #Your365Coach

свернуть