Date
28/06/2024

Category
News

Author
Colin Titmuss

Navigating SharePoint Using MS Teams: A Simple Guide 

SharePoint and Microsoft Teams are two powerful tools within the Microsoft 365 ecosystem that can enhance collaboration and productivity. When used together, they provide a seamless experience for team members to share, collaborate, and manage content. In this blog post, we’ll explore how to navigate SharePoint using Microsoft Teams, making it easy for anyone to understand and apply. 

What is SharePoint?

 

SharePoint is a web-based platform designed for storing, organising, sharing, and accessing information from any device. It offers features such as document management, team sites, and enterprise search, making it a comprehensive solution for businesses. 

What is Microsoft Teams?

 

Microsoft Teams is a collaboration tool that serves as a hub for teamwork within Microsoft 365. It integrates with various Microsoft services, including SharePoint, to offer chat, video conferencing, file sharing, and project management capabilities. Teams centralises communication and collaboration by bringing tools, files, and workflows into one interface. 

Integrating SharePoint with Microsoft Teams 

 

The integration between SharePoint and Teams allows users to access SharePoint content directly within the Teams interface. Here’s how you can navigate SharePoint using MS Teams: 

Accessing Sharepoint Document Libraries In Teams

Source: Microsoft Support

1. Accessing SharePoint Document Libraries in Teams

 

  • Step 1: Open Microsoft Teams and go to the team where you want to access SharePoint documents. 
  • Step 2: Click on the “Files” tab at the top of the channel. 
  • Step 3: You’ll see that the Files tab launches the corresponding SharePoint document library for the Team. You can upload, download, and manage documents just as you would in SharePoint. 

 

2. Adding a SharePoint Page as a Tab in Teams 

 

  • Step 1: In Microsoft Teams, go to the team and channel where you want to add the SharePoint page. 
  • Step 2: Click on the “+” icon at the top to add a new tab. 
  • Step 3: Select “SharePoint” from the list of options. 
  • Step 4: Choose the page or list you want to add from the SharePoint site associated with the team. 
Adding A Sharepoint Page As A Tab In Teams 

Source: Microsoft Support

Using The Sharepoint App In Teams 

Source: Microsoft Support

3. Using the SharePoint App in Teams 

 

  • Step 1: Click on the three dots (…) in the left-hand sidebar of Teams to open the app menu. 
  • Step 2: Search for “SharePoint” and click on the app. 
  • Step 3: The SharePoint app will allow you to browse sites, news, and other content directly within Teams. 

Benefits of Using SharePoint within Teams 

 

  1. Centralised Access: By integrating SharePoint with Teams, all your files, documents, and pages are accessible from one place, reducing the need to switch between multiple applications. 
  2. Enhanced Collaboration: Teams’ chat and meeting features combined with SharePoint’s document management capabilities enable real-time collaboration and communication. 
  3. Improved Productivity: The seamless integration helps streamline workflows and ensures that team members have the information they need at their fingertips. 
  4. Security and Compliance: Both Teams and SharePoint offer robust security features, ensuring that your data is protected and compliant with industry standards. 

Best Practices 

  • Organise Your Content: Keep your SharePoint libraries and lists well-organised to make it easier for team members to find and manage content. 
  • Utilise Permissions: Use SharePoint’s permission settings to control who can access and edit documents within Teams. 
  • Regularly Update: Ensure that both your Teams and SharePoint sites are regularly updated with the latest content and features to maximise their potential. 

Conclusion 

Navigating SharePoint using Microsoft Teams is a simple process that can significantly enhance your team’s collaboration and productivity. By leveraging the integration between these two tools, along with the additional capabilities of MacroView DMS, you can ensure that your team has easy access to the resources they need to succeed. 

For more detailed guidance and best practices, you can refer to Microsoft’s official documentation on SharePoint and Teams integration here. 

A better way to navigate Document and Email Management is coming.

 

We’re working hard to improve the document management and navigation of SharePoint in MS Teams, with a revolutionary new design.

Stay up to date and register your interest for this upcoming new offering by entering your details.