Microsoft Teams - Virtual Appointment - No app required!

Posted on:  03/29/2023
Microsoft Teams - Virtual Appointment - No app required!

Microsoft Teams is rolling out Virtual Appointments. Virtual Appointments make it easy to schedule meetings, and the meeting attendees do not need to install Teams. Even joining from an Android or iPhone, there is no need to install Teams.

Teams Virtual Appointment

Teams Virtual Appointment

Examples of who would use Virtual Appointments: insurance agents meetings with new clients, financial advisors meeting with clients, and attorneys meeting with clients are just a few examples.

YouTube Video

Steps to create a virtual appointment

  1. In Teams desktop, go to your Calendar.
  2. Click the drop-down arrow for New Meeting, and select Virtual appointment
  3. Type in the meeting title, the names and addresses of the attendees
  4. Click Send.
Create a virtual appointment in Teams

Create a virtual appointment in Teams


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Just some of the topics covered

  1. Navigation Teams
  2. Using private Chat
  3. Using group Chat
  4. Teams Meetings
    1. Scheduling Meetings
    2. Meeting controls
    3. Roles in a meeting
    4. Sharing resources
    5. PowerPoint in a meeting
    6. Scheduling Team meetings from Outlook
  5. Working with Teams and Channels
    1. Conversations
    2. Files
    3. Wiki and OneNote
  6. Using Outlook and Teams
  7. Using apps in Teams

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Chris Menard

Chris Menard is a certified Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. He runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events every year, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the Support Staff Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.

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