How to Use Microsoft Teams

The Quick Summary: How to Use Microsoft Teams – the clever collaborative tool to impress your clients and grow your VA business credentials

Course Summary
 
How To Use Microsoft Teams To Win, Work With and Wow Your Clients
 
(Shhh... don’t shout about this course or
all your competitors will want it)


Move a little closer.

I want to keep this just between you and me.


You probably already know that collaborative tools are great for organisations.


But did you realise you can also use them as a VA with your clients?


Within Office 365 is a collaboration hub called Teams. It can transform the way you work with people.


Dread opening your inbox and having to find that all-important message like a needle in a haystack?

Still relying on links to send or access documents when working with clients?

Find yourself hopping from one app to the next to pull it all together?

Teams will sort all of this for you – in one place.

Your tasks completed with a smoother work flow. Faff-free simplification to infuse a daily sense of calm.

This is a Gamechanger

Microsoft Teams is a very powerful collaboration and communications tool.

When you know how to use it – and get the best out of it – you will notice the difference.

And probably wonder why it took you so long to take advantage of its features.

It means time saved. Less hassle. Less stress.

It means less toing and froing between applications to get tasks done.

It means you are more in control and cleverly on top of everything.

Your clients will love it, too. And you can show them how to use it so everyone benefits.

A simple win-win.

It’s the kind of tool you’ll want to share with as many clients as you can but keep secret from the competition.
This adds to YOUR professional edge.

Here’s just some of what Teams can do for you...

✅ Collaborate with reassuring ease and calm efficiency using this single tool. Within an organisation or with your individual clients.

✅ Set up Channels for projects and tasks so everything goes in the right place – ready for you whenever you return to it. This takes the noise out of your inbox from the get go.

✅ Keep your posts, messages, images and relevant files all in one place so you never lose the thread – or your patience.

✅ A complete audit trail of your conversations. So much easier than searching your inbox for what’s been said when.

✅ Work collaboratively on documents for smooth editing, instant feedback and fast changes.

✅ Schedule online meetings with clients without having to use Skype or Zoom. Or integrate with Zoom if you prefer.

✅ Add Microsoft applications, like Planner. Add a host of external apps like MindMeister mind mapping and Hive for improved work flow. Work with these and more 
without having to switch out of Teams.

And that’s only the half of it.

Teams is included with Office 365. If you have it you can be ahead of the game – but only if you use it, and use it well.

And this is where I can help.

It can be a bit daunting when you first look at Teams and all it can do - but it doesn’t have to be scary at all.

I can give you the fast-track to learning just what you need to know.

I have carefully put together this online course as the essential ‘how to’ skills training for you - whether you work within an organisation or are running your own show.

Your opportunity to set up and apply Teams the smart way. The easiest and fastest path to discover how to make best use of all that power at your fingertips.

Be At Your Most Productive
In this online course let me show you how to set up Teams, how to work with a client collaboratively and how to make the most of your client-focused productivity with this dynamic tool.


✅ Add Channels to simplify communications and let your inbox breathe

✅ Invite members or external users to your Team

✅ Manage tasks, messages and project updates in one space with one tool

✅ Work collaboratively and more efficiently with a client

✅ Keep posts, conversations and files in one place so it’s all super organised


✅ Work in Teams without having to jump in and out of other applications


Once you know the “how to” of Teams you will be flying – and telling your clients and prospects about it with understandable enthusiasm.
And the beauty of it is this.

It’s an online course. Which means once you have it you can access it any time, anywhere.

Follow it through from A to B or simply dip straight into the bits which best suit your interests or needs. You go at your own pace in your own time.
You know how you learn best.

One thing I do know from experience and feedback from people is this.

The VA who understands how to collaborate and communicate REALLY well is always going to be in demand.
It’s how today’s world of business works.

You can see what’s included in my course below...

Testimonial - hear what Christine says about the course

Testimonial
Shelley Fishel is very knowledgeable on Microsoft Teams. She talks you through every step of how to use it, making it all less daunting. But - unlike most IT training - also helps you understand why you would even need it, how it's easier than what you are doing now, and how to integrate it practically with your ways of working.

Inge Woudstra-Van Grondelle
Gender Difference Expert. Gender Diversity & Inclusion Consultant. Women Leadership Trainer at W2O Consulting & Training

Course Curriculum

What Learners are saying about my training

 Thanks so much to Shelley for this Teams Course. I use Skype for Business daily with external teams I work with and I have been getting Microsoft to roll me back to S4B over using Teams because I have struggled to see how it works and it hasn't work when I have tried it so it's been really frustrating. Look forward to now putting what I have just learnt into practise!

Jules Taylor
Taylor Made PA

This is the second of Shelley's courses that I have done and I find the way that Shelley approaches the training very logical and practical. This course was easy to understand, and I have already put what I have learnt into practice.

 I also love the fact that if I have a question Shelley is on hand to answer it. I have already set up a Team and worked with a colleague to produce a document for a client - I wouldn't have been able to do this as confidently before starting the course. Many thanks Shelley.

Sarah Clayton
Freelance writer - The CompanySaraHClaytonva.co.uk

Microsoft Teams One to One Training Session  
Shelley was approachable, easy to work with, and agile with answering questions to apply the session to my specific needs.

Melissa Marshal
Present Your Science

 Really easy to work through. The chunking of the content into short lessons appealed very much. Everything is well explained and as a visual learner, I found the package very appealing. Added to this is Shelley's perfect diction and warm manner.
I am new to Teams, having to learn all about it due to COVID-19. I wanted to gain an overview of Teams before practising on it. Several training clients have asked if I can deliver training imminently via Teams. For this reason, it haas become vital that I gain as much knowledge as possible. Shelley's course has helped me gain much more confidence in using Teams from now on.

Christine Morrison - CMA Training

I've moved from knowing Teams at only a cursory level to being rather comfortable with it, in a very short space of time - this is down to the excellent content and Shelley's warmly confident expertise in presenting it.

This learner wished to remain anonymous

Testimonial from Susan Wright - The Wright VA

Putting each and every aspect of learning Teams into bite size pieces, Shelley made it so easy to follow, understand and learn. I now 'know' Teams and don't feel that there are parts of the platform that I'm not sure about or wonder what this or that button does. It was all covered and explained very clearly and simply. I just now need to put all into practice but safe in the knowledge I know what, how and where. If you're struggling with or new to Teams - I would 100% recommend this course. Thank you Shelley.

Shelley Fishel

Introducing Shelley Fishel - The MS Office Maestro


I was so excited when the 3 computers arrived. I was finally going to be able to get rid of all the bits of paper, linking one piece of information to another. Now I could build a database.

The only problem was, I had no idea how. So, I bought a book about Access and taught myself.

And that’s what I’ve been doing ever since.

I didn’t get the education I wanted when I was younger. By the time I was 17, I had to leave school to take over running my father’s business. I’ve always had a head for organizing. Give me a list and I’m happy. Done √ Next!

Because I didn’t finish my education, it was logical that I would stay at home when I got married and had children. And I loved so much of it. My family is at the heart of my life, and I love it when people feel comfortable and cared for. I’ve even become a bit famous for my Friday Shabbat baking photos (join me on Instagram for those).

But even back then I knew I could do much more (I’d already run one company and done admin for another) and I wanted to earn my own money too.

The kids grew and I moved back into the workforce over 20 years ago, eventually finding a wonderful training company where I learned my trade.  

Being fiercely independent, my next step was starting my own company. I discovered I loved working with PAs and EAs. I get how they think and what they do. They have lots of different responsibilities and contacts; they’re the lynchpin, sorting everything and everybody out. And above all, their goal is helping their manager perform at their best.

I can relate to that, because I want nothing more than to help YOU perform at your best. 

Over the years I’ve realized that I love to break down complex activities into simple steps that I can explain in a step-by-step practical way. #loveroflists

I never call myself a Microsoft expert. I just help you get things done quicker, easier, and more elegantly (and without drowning in Google first).  

I can’t put it better than what a long-term client said about me recently: “Shelley’s like the angel on my shoulder”. I love that! 


Course Pricing

  • How to Use Microsoft Teams
  • £147

    Learn how to use Microsoft Teams in your VA Business

    Get me started
  • Creating a Team and setting up Channels
  • Inviting members - internal and external
  • Working collaboratively
  • Meetings
  •  
  • Live Virtual Training
  • £650

    Live Virtual Training for your group of up to 10 participants.

    Virtual Live Traini
  • Virtual Live Training for a group of up to 10 participants
  • 90 minute to two hour session depending on content
  • Get your team using Teams for effective collaboration
  •  

Need One to One Help and Training?

I also offer one to one help and training.
If you would prefer to learn live with me -  we can do that.
Or if you have been through the course and need something a little extra - we can do that too.

One to One Sessions are priced at £150.00 for 60 -90 minutes.

Get in touch to schedule one now!

What People Are Saying About Teams...


I’ve recently starting using Teams with some of my clients, including Shelley and I have to say, I find it so useful.  It means there is just one central place to converse, store files and even phone each other.  It’s made life so much easier and has streamlined my business processes hugely.  I’ll definitely be using it with more of my clients.
Zita Lewis - VA to Shelley Fishel and owner of ZIta Lewis - Helping You Helping Your Business 

What my learners say about the course!