Microsoft Teams

for Marketing
Microsoft Teams
In this playbook…
Find out how Microsoft Teams can enable personas across every major function and role in your
organization to effectively navigate through daily high value scenarios with ease and confidence.

Plan & Strategize Collaborate & Design

• Develop an Effective Go-To- • Crowdsource Marketing Ideas
Market Strategy • Collaborate with Sales to Create
• Easily Manage and Track Successful Campaigns
External Marketing Campaigns • Coordinating Efforts Over New
• Manage Marketing Events As a Retail Outlets
Team • Leverage Rich Visuals to Make
• Appointing a Brand your Work Shine
Ambassador • Streamline Approval Processes
• Monitoring Negative Response with Real-Time Teamwork
• Devising a Digital Marketing
Plan for Brand Building
• Plan and Carry Out a Successful
Product Launch

2
 Plan & Strategize
Check out how the Marketing team can use Microsoft Teams to keep your business
running efficiently and address unexpected situations with confidence.

Marketing Superpowers in Teams

Capabilities and features used… Apps that enable an immersive experience in Teams

• Schedule meetings using synced calendars, or a meet now

feature
• Participate in instant, open-channel communication Word Excel PowerPoint OneNote Asana HunchBuzz

• Store documents within a cloud-enabled repository

using Files section or channel tabs
• Create and co-author documents, spreadsheets, Forms Power BI Calendar Google
Lucidchart MailChimp
presentations and more in the cloud with Office 365 BOT Analytics

• Channel tabs for everyone to stay on the same page

• Help collaborate with teammates on multiple projects from
within a single environment Adobe Presentations Ment.io Lists Tasks by Prezi Video
Creative AI Planner
Cloud and To Do

3
Meet the Business Decision Makers
Marketing

Marketing Manager Event Manager

“Marketing team’s job is never done. It’s “Planning without action is futile, action
about perpetual motion. We must without planning is fatal.”
continue to innovate every day.”
• Track and analyze the performance • Manage vendors or suppliers in a
of advertising campaigns​ professional manner
• Manage the marketing budget and • Ensure that the cost of an event is
ensuring that all marketing material well within the budget agreed with
is in line with the brand identity​ a client
• Develop strategies to maximize • Provide leadership and motivation
profits and increase market share​ in order to ensure synergy
throughout the period of an event

4
Meet the Business Decision Makers
Marketing

Market Analyst Social Media Manager

"Don't use social media to impress

“A moment’s insight is sometimes worth
people; use it to impact people."
a life’s experience.”

• Perform research on current

• Reporting to marketing managers
benchmark trends and audience
and coordinators
preferences
• Monitoring customer bases and
• Design and implement social
identifying new ones
media strategy to align with
• Preparing detailed reports on business goals
consumer behavior, competitors'
• Generate, edit, publish and share
activities, outcomes, and sales
engaging content daily

5
 Develop an Effective Go-To-Market Strategy
Marketing Manager

Scenario Walkthrough
An effective Go-to-Market (GTM) strategy requires teamwork and communication to build successful product and service
launches. Documentation must be findable and easily updated, and accessible to all team members, both internally and
externally. The Marketing Manager needs to communicate with the regional team to analyze purchase trends, coordinate the
creation of a marketing plan, and send it for approval. Teams enables her to track work items and ensures delivery of a viable
and successful strategy.

• Attends and records a channel meeting with the regional marketing team members to discuss the task at hand.
• Shares a survey with the team to analyze market trends using Forms.
• Reviews a dashboard showing the purchase trends for the last quarter using Power BI.
• Creates and shares a PowerPoint presentation with a new marketing strategy based on the survey results.
• Receives an approval from the Finance Manager on the marketing budget.
How did Microsoft Teams help the Marketing Manager execute her roles Which app integrations on
and responsibilities? Teams made it possible?
• Microsoft Stream enables live streaming and video on demand (VOD) for team
meetings, events and training.
• Get real-time feedback with quizzes, polls, and pre-built surveys with Forms. Forms Power BI
• Create and analyze data with rich visual representations using Power BI.
• Build reports, documents, and presentations online in the cloud with PowerPoint.
6
PowerPoint Microsoft Stream
Plan & Strategize – Develop an Effective Go-To-Market Strategy

Collaborate with your team through channel communications using @mention to tag required personnel and keep
conversations around the topic in a single thread. Meeting recordings can be accessed within the same thread too!
7
Plan & Strategize – Develop an Effective Go-To-Market Strategy

During a meeting, the participants can use rich meeting capabilities to make the meeting engaging and productive.
Needless to say, meetings are fully supported on mobile clients too!
8
Plan & Strategize – Develop an Effective Go-To-Market Strategy

Easily create surveys, quizzes and polls with the integrated Forms application. The Marketing Manager shares a survey
template with the team.
9
Plan & Strategize – Develop an Effective Go-To-Market Strategy

Microsoft Teams conversations are threaded so users can reply directly in-context to specific conversations, keeping
relevant chats grouped together. @mention relevant team members to make sure you grab their attention in real-time.
10
Plan & Strategize – Develop an Effective Go-To-Market Strategy

Create and analyze data with rich visual representations using Power BI in Microsoft Teams.

11
Plan & Strategize – Develop an Effective Go-To-Market Strategy

Close out conversations in channels once your project objectives have been achieved. The files shared during the
discussions will stay hosted within the Files tab in the channel.
12
Plan & Strategize – Develop an Effective Go-To-Market Strategy

Microsoft Teams makes it easy to share files within channels. If the files are Word, Excel, or PowerPoint files, your
colleagues can even view, edit and collaborate on the files right within Teams, thanks to deeply integrated Office 365
services. 13
 Easily Manage and Track External Marketing Campaigns
Marketing Manager

Scenario Walkthrough
Creating an external marketing campaign means bringing together the right people and resources to launch it and tracking its
performance. You need an easy way to create and manage your campaigns, track results, and share findings with stakeholders.
See how the Marketing Manager leverages Microsoft Teams in combination with other apps to manage campaigns with ease.

• Sets up a meeting and invites key people to discuss the performance analysis of marketing campaigns.
• Adds Power BI in a channel tab to share the metrics for existing campaigns.
• Configures a Google Analytics tab to receive timely reports on the campaign numbers and analysis.
• Configures a MailChimp connector to receive reports of email marketing activity in a channel.

How did Teams help the Marketing Manager execute her roles and Which app integrations on
responsibilities? Teams made it possible?
• Power BI helps facilitate data-driven decisions informed by visualizations and scoring
within Microsoft Teams.
• Google Analytics delivers reports and other updates from services you use directly into
a channel.
Power BI Google MailChimp
• Mailchimp enables you to stay updated with timely performance reports of your email Analytics
marketing activity.

14
Plan & Strategize – Easily Manage and Track External Marketing Campaigns

Collaborate with your team through channel communications using @mention to tag required personnel and keep
conversations around the topic in a single thread. The team schedules meetings and shares files within the same
thread too. 15
Plan & Strategize – Easily Manage and Track External Marketing Campaigns

Complete meeting solutions in Teams support screen sharing, recording, video and audio conferencing. Scheduling
Assistant feature suggests times that are optimal for all attendees.
16
Plan & Strategize – Easily Manage and Track External Marketing Campaigns

Facilitate data-driven decisions informed by visualizations n Power BI for Microsoft Teams. The Marketing Manager
adds Power BI in a tab to share the metrics for existing campaigns.
17
Plan & Strategize – Easily Manage and Track External Marketing Campaigns

Google Analytics connector allows you to receive the analytics overview reports for your websites and mobile
applications right in the channel. The Marketing Manager configures Google Analytics to receive timely reports for
website performance, 18
Plan & Strategize – Easily Manage and Track External Marketing Campaigns

The Google Analytics connector sends daily updates of the audience overview within a channel. Team members can
discuss these stats and notifications within a channel thread.
19
Plan & Strategize – Easily Manage and Track External Marketing Campaigns

Channel conversations can contain a lot of things – conversations, files shared by team members, meeting threads,
and GIFs! Use social features like reacting to team members’ conversations and responses to acknowledge them.
20
Plan & Strategize – Easily Manage and Track External Marketing Campaigns

The MailChimp connector in Microsoft Teams sends notifications about your email marketing campaigns. The
Marketing Manager configures the Mailchimp connector to receive reports of email marketing activity.
21
 Manage Marketing Events As a Team
Event Manager

Scenario Walkthrough
Successful marketing events need team support to be successful. You need one location to collaborate, coordinate, and execute
strategies, and obtain instant access to team members for status and feedback. The Event Manager is responsible for ensuring
that the Omega Xtreme event is hosted flawlessly within extremely tight deadlines. He uses applications and native features
within Microsoft Teams to efficiently coordinate with team members and execute the plan with ease.

• Schedules a channel meeting to brainstorm ideas and work out a strategy to conduct a successful event with tight deadlines.
• Reviews the meeting notes shared in a OneNote channel tab.
• Responds to a channel thread regarding potential event locations and suggests finalizing the location with a poll via Polly.
• Views location details shared using Places and gives the team a go-ahead on the final event location.
• Reviews, edits, and approves the event budget shared in chat via Excel.
• Configures a content registration app using Power Apps and notifies the company of the event.
How did Microsoft Teams help the Event Manager execute his roles and Which app integrations on
responsibilities? Teams made it possible?
• Create custom applications without code as per your requirements to seamlessly
manage complex processes using Power Apps.
• Ask your team questions with Polly and get instant answers in Microsoft Teams. Places OneNote Power Apps

• Easily search and share location data with your team using Places.

Excel Polly 22
Plan & Strategize – Manage Marketing Events As a Team

The Event Manager kicks off planning over an online meeting and the team keeps conversations and relevant documents all
in the meeting thread for easy reference.
23
Plan & Strategize – Manage Marketing Events As a Team

A meeting is set up in the channel for brainstorming and a meeting invite is sent to relevant team members and decision
makers.
24
Plan & Strategize – Manage Marketing Events As a Team

Quickly disseminate meeting outcome and notes among team members with OneNote tabs in channels. The OneNote link
is shared in the meeting thread after the meeting.
25
Plan & Strategize – Manage Marketing Events As a Team

Once the Event Manager identifies two potential locations for the event, he posts an announcement in the channel tagging
the location using Places in Microsoft Teams.
26
Plan & Strategize – Manage Marketing Events As a Team

Polly is a Microsoft Teams polling solution that works where your team works best. Intuitive polls designed to help you do
your best work!
27
Plan & Strategize – Manage Marketing Events As a Team

Quickly reach out to and chat with co-workers. Take conversations offline from channels for 1:1 discussions, just like the
conversation here between an employee and the Event Manager.
28
Plan & Strategize – Manage Marketing Events As a Team

The team member uses Excel to build and present data to the Event Manager. Create impactful summaries of crucial data
with Excel, Word and OneNote for Microsoft Teams.
29
Plan & Strategize – Manage Marketing Events As a Team

Create custom applications without code as per your requirements to seamlessly manage complex processes using Power
Apps. The Event Manager configures a content registration app in the channel using Power Apps.
30
Plan & Strategize – Manage Marketing Events As a Team

Close out conversations in channels once your project objectives have been achieved. The files shared during the
discussions will stay hosted within the Files tab in the channel.
31
 Appointing a Brand Ambassador
Marketing Manager

Scenario Walkthrough
Contoso is developing a luxury project in an elite neighborhood. To promote the project and attract the right customer base,
the company has decided to hire a renowned face as their brand ambassador. The Marketing Manager collaborates with her
team using Microsoft Teams to identify the right celebrity and seal the contract.

• Initiates a channel conversation by sharing the project brief in a Word document.

• Schedules a meeting to brainstorm virtually with team members using Freehand by InVision.
• Reviews a PowerPoint deck shared by a team member containing details of shortlisted celebrities.
• Reviews the celebrity list with the leadership team to pick the brand ambassador.
• Requests the Operations Manager to create the agreement and shares a signed copy of the same via Adobe Sign.

How did Teams help the Marketing Manager execute her roles and Which app integrations on
responsibilities? Teams made it possible?
• Utilize Word to compile project brief and other important information.
• Collaborate, ideate, and draft solutions with team members in real-time using
Freehand by InVision. Freehand by
Word
• Share concise presentations with team members using PowerPoint. InVision

• Execute contracts via Adobe Sign without leaving Teams.

32
Adobe Sign PowerPoint
Plan & Strategize – Appointing a Brand Ambassador

Keep conversations and relevant documents all in one place with Microsoft Teams. The Marketing Manager provides context
to the meeting by sharing the project brief and continues to interact with her team on the same thread.
33
Plan & Strategize – Appointing a Brand Ambassador

When the Hiring Manager creates a meeting invite, she can use the native scheduling calendar to check for optimal
meeting time for all attendees.
34
Plan & Strategize – Appointing a Brand Ambassador

Enjoy powerful document creation and editing with the complete canvas and toolset of Word right inside Teams. Collaborate
on team documents easily store them in Files for each channel.
35
Plan & Strategize – Appointing a Brand Ambassador

Collaborate, ideate and draft solutions on an infinite white boarding space with Freehand by InVision in Teams.

36
Plan & Strategize – Appointing a Brand Ambassador

Channel conversations can contain a lot of things – conversations, files shared by team members, meeting threads, and
GIFs! Use social features like reacting to team members’ conversations and responses to acknowledge them.
37
Plan & Strategize – Appointing a Brand Ambassador

PowerPoint helps draft and present an effective and easily consumable presentation for the team. The Marketing Manager
views a PowerPoint presentation created by a team member.
38
Plan & Strategize – Appointing a Brand Ambassador

@mention a person, channel or team to make sure your message reaches the relevant personnel. The announcement for
the new face of the organization is made in the channel and relevant personnel are roped into the conversation using the
@mention feature. 39
Plan & Strategize – Appointing a Brand Ambassador

Sign and send documents, contracts, and digital forms for e-signature and approval directly from a tab in the Microsoft
Teams with Adobe Sign.
40
 Monitoring Negative Response
Marketing Analyst

Scenario Walkthrough
The Marketing team at Contoso makes sure that they stay abreast of customers' comments on social media to get a sense of
how the campaigns are performing in real-time and identify and resolve issues quickly. When customers tweet about issues
with the coupon code and long lines, the Marketing Analyst quickly works with others across teams to resolve the issue and
ensure that everything goes smoothly.
• Configures an automated flow to track social media activity via Power Automate.
• Responds to the Marketing Manager who asks the Marketing Analyst to look into the issues via channel communications.
• Reaches out to the Developer to discuss the issue in a 1:1 chat.
• Notifies the team of the resolution of the issue via channel communications.
• Configures a Power BI tab to track social media sentiment within a channel.
• Engages team members in a discussion on ways to avoid negative responses on social media via Ment.io

How did Teams help the Marketing Analyst to execute his roles and Which app integrations on
responsibilities? Teams made it possible?
• Automate business workflows and track social media activity with Power Automate.
• Provide access to a transparent and inclusive discussion board with Ment.io
• Facilitation of data-driven decisions informed by visualizations and scoring in Power BI
for Microsoft Teams. Power Praise Power BI Ment.io
Automate
• Show gratitude for peers who went above and beyond at work with Praise.
41
Plan & Strategize – Monitoring Negative Response

Automate routine workflows to simplify tasks using Power Automate. The Marketing Analyst creates a flow to track social
media activity.
42
Plan & Strategize – Monitoring Negative Response

Microsoft Teams conversations are threaded so users can reply directly in-context to specific conversations, keeping relevant
chats grouped together. @mention relevant team members to make sure you grab their attention in real-time.
43
Plan & Strategize – Monitoring Negative Response

Use a private one-on-one chat or a group chat for conversations that don’t require the entire team. The Marketing
Manager quickly reaches out to the Marketing Analyst using 1:1 chat.
44
Plan & Strategize – Monitoring Negative Response

Send acclaim to your employees and coworkers with Praise. The Marketing Analyst gets praised by the leadership for quick
resolution of the issue.
45
Plan & Strategize – Monitoring Negative Response

A Power BI dashboard offers a visually rich view of current and projected data. The Marketing Analyst uses Power BI to
breakdown the social media scorecard driven by visualizations and scoring in Power BI for Microsoft Teams.
46
Plan & Strategize – Monitoring Negative Response

The Ment.io app allows you to engage your team fostering credible collaborative thinking. The Marketing Analyst asks team
members for suggestions on reducing the negative responses.
47
Plan & Strategize – Monitoring Negative Response

Ment.io in Teams allows you to collaborate with your team regarding strategic questions with polls and discussions. The
Marketing Analyst utilizes Ment.io to discuss ways to reduce the negative responses received on social media.
48
 Devising a Digital Marketing Plan for Brand Building
Marketing Manager

Scenario Walkthrough
Contoso is planning to strengthen its brand presence and devise a digital marketing plan to promote Contoso’s brand image
online. The Marketing Manager leverages applications to brainstorm ideas, track tasks and seamlessly collaborate with team
members to carve out an effective digital media strategy.

• Reviews online marketing trends shared by the Brand Strategist using a OneNote tab.
• Schedules a meeting and uses Lucidchart to brainstorm ideas on the plan.
• Sets deadlines, creates tasks and assigns responsibilities using Asana.
• Uses virtual breakout rooms during the meeting to make it easier for participants to collaborate and discuss ideas.
• Presents the plan to team members with a PowerPoint deck to finalize their digital strategy.
How did Teams help the Marketing Manager execute her roles and Which app integrations on
responsibilities? Teams made it possible?
• OneNote allows team members to have shared access to important facts and
information.
• Collaborate on ideas in real-time using Lucidchart.
PowerPoint OneNote
• Create, assign and track tasks across multiple projects within a meeting with Asana.
• PowerPoint helps draft and present an effective and easily consumable presentation
for the team.
Lucidchart Asana
49
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Microsoft Teams enables transparent communications through channel conversations. The Marketing Manager
communicates in open-channel conversations and keeps team members up-to-date.
50
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Collaborative and powerful document creation with OneNote in Microsoft Teams. Quickly disseminate meeting outcome,
notes and action items among team members with OneNote tabs that can be pinned to any channel.
51
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Meet with team members anywhere, anytime. When scheduling meetings, the Marketing Manager uses the native
scheduling calendar in Teams to find the best available time slots for meeting invitees.
52
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Meeting attendees can leverage a wide range of features like live captions, background effects, meeting recordings and
more for an engaging and productive meeting experience.
53
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Organizers can choose to assign participants to breakout rooms manually or automatically to engage participants in
discussions during a meeting.
54
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Breakout rooms allow meeting organizers to divide the meeting into sub-groups to facilitate discussions and brainstorming
sessions. This allows for greater flexibility during meetings and participants can clarify questions without disturbing the
breakout rooms sessions. 55
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Asana in meetings allows participants to create and assign tasks to participants without leaving the meeting interface. The
Marketing Manager assigns tasks during the call.
56
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Share important information, updates, files, tasks and more within a meeting chat for a collaborative meeting experience.

57
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Add Lucidchart as a tab and collaborate on diagrams directly in Microsoft Teams. The Marketing team brainstorms online
media strategies during the meeting on Lucidchart.
58
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Meeting participants can view tasks created during the meeting with Asana right within a meeting tab for quick and easy
reference. Tasks can be added before, during and after a meeting.
59
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

Close out conversations in channels once your project objectives have been achieved. The files shared during the
discussions will stay hosted within the Files tab in the channel.
60
Plan & Strategize – Devising a Digital Marketing Plan for Brand Building

PowerPoint helps draft and present an effective and easily consumable presentation for the team. The Marketing Manager
shares the digital media plan in a PowerPoint format.
61
 Plan and Carry Out a Successful Product Launch
Social Media Manager

Scenario Walkthrough
COVID-19 has forced many companies, including Contoso, to rethink their sales approach and reach out to their customers.
Contoso has a product to launch, but product launches require a lot of time, planning, and collaboration. It can be challenging
to coordinate ideas across teams and to ensure plans are met on time. The Social Media Manager leverages advanced features
and applications on Teams to complete her tasks.
• Participates in a meeting to discuss ideas for the Mark 8 product Launch.
• Turns on live captions during the meeting and assigns tasks regarding the design for launch poster via monday.com
• Views the timeline for the launch over OneNote.
• Reviews the designs for the poster shared via Adobe Creative Cloud.
• Engages the team with a quick poll to decide the final poster via SurveyMonkey.
• Configures a YouTube channel tab to enable the team to seamlessly stream the event.
How did Microsoft Teams help the Social Media Manager execute her Which app integrations on
roles and responsibilities? Teams made it possible?
• Enable document collaboration and information sharing using OneNote.
• Create polls to get quick feedback with SurveyMonkey.
OneNote YouTube monday.com
• Seamlessly search and share relevant videos with YouTube.
• Find, view, and share Adobe Creative Cloud assets within Microsoft Teams.

Adobe Creative SurveyMonkey 62

Cloud
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Complete meeting solutions in Teams support screen sharing, recording, video and audio conferencing. Participants
can view meeting details, configure new applications and keep track of meeting attendees.
63
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Configure relevant apps for your meeting in a tab to access information necessary during the meeting.

64
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Meeting attendees can leverage a wide range of features like live captions, background effects, meeting recordings
and more for an engaging and productive meeting experience. The Social Media Manager turns on live captions and
records the meeting. 65
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Live captions can make your meeting more inclusive to participants who hard-of-hearing, people with different levels
of language proficiency, and participants in loud places by giving them another way to follow along.
66
Plan & Strategize – Plan and Carry Out a Successful Product Launch

With monday.com you can create tasks and add them to relevant groups to efficiently stay on top of multiple
workstreams without leaving the meeting interface.
67
Plan & Strategize – Plan and Carry Out a Successful Product Launch

monday.com in meetings allows you to discuss tasks during the meeting, making it easy for everyone to stay on the
same page and understand what needs to be done with context.
68
Plan & Strategize – Plan and Carry Out a Successful Product Launch

No more disjointed tools, frequent miscommunications, and chasing status updates. monday.com in Microsoft Teams
connects your team so you can continue to collaborate, manage and track work in one easy-to-use platform,
wherever you are. 69
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Collaborative and powerful document creation with OneNote in Microsoft Teams. Quickly disseminate meeting outcome,
notes and action items among team members with OneNote tabs that can be pinned to any channel or meetings.
70
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Share important information, updates, files, tasks and more within a meeting chat for a collaborative meeting
experience.
71
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Share and collaborate over creative assets within a channel using Adobe Creative Cloud. The Social Media Manager
views the assets shared by the Graphic Designer in a Teams channel.
72
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Get real-time feedback with quizzes, polls and pre-built surveys with SurveyMonkey. Set notifications for new survey
responses or comments from team members within Microsoft Teams.
73
Plan & Strategize – Plan and Carry Out a Successful Product Launch

Share a YouTube video with other members of the channel. Simply search for the video you want and add it as a
channel tab or paste its URL in your Teams channel.
74
 Collaborate & Design
Check out how the Marketing team can use Microsoft Teams to keep your business
running efficiently and address unexpected situations with confidence.

Marketing Superpowers in Teams

Capabilities and features used… Apps that enable an immersive experience in Teams

• Schedule meetings using synced calendars, or a meet now

feature
• Participate in instant, open-channel communication Word Excel PowerPoint OneNote Asana HunchBuzz

• Store documents within a cloud-enabled repository using

Files section or channel tabs
• Create and co-author documents, spreadsheets, Forms Power BI Calendar Google
Lucidchart MailChimp
presentations and more in the cloud with Office 365 BOT Analytics

• Channel tabs for everyone to stay on the same page

• Help collaborate with teammates on multiple projects from
within a single environment Adobe Presentations Ment.io Lists Tasks by Prezi Video
Creative AI Planner
Cloud and To Do

75
Meet the Business Decision Makers
Marketing

Marketing Executive Marketing Manager

“Marketing is not simply a campaign or “Marketing team’s job is never done. It’s
a tactic, it’s a commitment.” about perpetual motion. We must
continue to innovate every day.”
• Develop efficient and intuitive • Track and analyze the performance
marketing strategies of advertising campaigns​
• Organize and oversee advertising • Manage the marketing budget and
and communication campaigns ensuring that all marketing material
(social media, TV etc.) is in line with the brand identity​
• Conduct market research and • Develop strategies to maximize
analysis to evaluate trends and profits and increase market share​
competition ventures

76
Meet the Business Decision Makers
Marketing

Brand Strategist Graphic Designer

"A brand for a company is like

"I strive for two things in design:
reputation for a person. You earn
simplicity and clarity. Great design is
reputation by trying to do hard things.”
born of those two things."
• Collaborate with marketing team
• Study design briefs and determine
and stakeholders to ideate and
requirements
execute marketing plans
• Ensure final graphics and layouts
• Create guidelines that define
are visually appealing and on-
company’s voice both online and
brand
offline
• Ensure final graphics and layouts
• Conduct competitive research to
are visually appealing and on-
identify our strengths and
brand
weaknesses
77
 Crowdsource Marketing Ideas
Marketing Executive

Scenario Walkthrough
As a company that prides itself on strategy experimentation and openness to new ideas, Contoso wants to crowdsource ideas
for a new marketing campaign. To launch a successful marketing initiative, the Marketing team needs a place to synchronize
with the product team. The Marketing executive collaborates with the team over Microsoft Teams to strategize and create an
impactful marketing plan.

• Participates in a meeting to discuss crowdsourcing of ideas from the employees for a new marketing campaign.
• Oversees a task board and assigns them to team members using Tasks by Planner and To Do.
• Shares a Prezi Video with ideas and suggestions for the marketing plan.
• Views challenge created by the Marketing Manager on HunchBuzz.
• Reviews ideas suggested by the employees and requests the Marketing team to pick the best ones.

How did Microsoft Teams help the Product Manager execute her roles Which app integrations on
and responsibilities? Teams made it possible?
• Use a dedicated channel to communicate and coordinate with relevant team
members.
• Easily create and share video updates to make your messages more effective with
Prezi Video.
Prezi Video HunchBuzz Tasks by Planner
• Assign, track, and communicate tasks and milestones without having to switch apps and To Do
with Tasks by Planner and To Do.
• Crowdsource ideas from employees, partners, and customers using HunchBuzz. 78
Collaborate & Design – Crowdsource Marketing Ideas

Teams and channels are where you hold meetings, have conversations and work on files together with team members.
The Marketing Executive participates in a meeting to discuss crowdsourcing of ideas from employees.
79
Collaborate & Design – Crowdsource Marketing Ideas

Meeting attendees can view meeting details, accept the meeting invite and view the list of meeting participants.

80
Collaborate & Design – Crowdsource Marketing Ideas

Speedy plan mobilization using task assignment and delegation is done best using Tasks by Planner and To Do . Tasks
by Planner and To Do in Teams also allows the team to track tasks, see assignments, status and manage workflows
without leaving the application. 81
Collaborate & Design – Crowdsource Marketing Ideas

Use Prezi Video in Microsoft Teams to make your message stand out and get across loud and clear. The Marketing
Executive shares a video with ideas and suggestions for the marketing plan.
82
Collaborate & Design – Crowdsource Marketing Ideas

Use HunchBuzz in Teams to capture and recognize new thinking, identify challenges and uncover opportunities to
improve processes, products, services and business models. Engage employees and customers in the innovation
process and encourage collaboration to solve business problems. 83
Collaborate & Design – Crowdsource Marketing Ideas

Microsoft Teams conversations are threaded so users can reply directly in-context to specific conversations. Intense in
moments of work flurry, these channels also see a fair amount of levity with GIFs, stickers and emojis that makes
working together fun! 84
 Collaborate with Sales to Create Successful Campaigns
Marketing Manager

Scenario Walkthrough
Campaigns and launches are an essential part of marketing initiatives. Ensuring they are impactful, requires teamwork,
planning, and seamless execution. See how the Marketing Manager coordinates with the Sales team to eke out a successful
marketing campaign using real sales and revenue insights within Microsoft Teams.

• Looks for a free time slot via Calendar BOT and schedules a meeting to discuss points with the Sales team members.
• Participates in the meeting, views the Power BI during the call, with valuable inputs from the Sales team.
• Shares the campaign document with the team for making changes collaboratively and for version control.
• Participates in another meeting, creates MURAL board with adding the finalized ideas in it, and shares it with the team.
• Asks the Social Media Manager to work on the latest campaign customizations.
• Reviews a content calendar prepared by the Social Media Manager and asks the team to launch the campaign.
How did Teams help the Marketing Manager execute her roles and Which app integrations on
responsibilities? Teams made it possible?
• Enable calendar comparison and scheduling a meeting with Calendar BOT.
• Facilitate data-driven decisions informed by visualizations and scoring in Power BI.
• Co-author documentation through established channels and collaborate using Office Power BI Word Excel
applications like Word.
• Brainstorm, ideate, and collaborate over meetings using MURAL on Teams.
• Record data, organize process, and track status using Lists. Calendar BOT MURAL Lists 85
Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Microsoft Teams makes it easy to share files within channels. If the files are Word, Excel, or PowerPoint files, your
colleagues can even view, edit and collaborate on the files right within Teams, thanks to deeply integrated Office 365
services. 86
Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

The Social Media Manager uses Excel to build and present data to the team. Create impactful summaries of crucial
data with Excel for Microsoft Teams.
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Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Microsoft Teams makes it easy to share files within channels. Your colleagues can view, edit and collaborate on Word
files right within Teams, thanks to deeply integrated Office 365 services.
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Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

The Calendar BOT in Teams enables calendar comparison and scheduling, The Marketing Manager uses Calendar BOT
to compare calendar and free time for attendees before scheduling a meeting.
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Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Use the meeting chat for follow-up conversation about meeting outcomes. The Marketing Manager continues to
interact with the participants on the meeting chat.
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Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Facilitate data-driven decisions informed by visualizations and scoring in Power BI for Microsoft Teams. A team
member presents data over a call using a Power BI dashboard.
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Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Channel conversations can contain a lot of things– conversations, files shared by team members, meeting threads, and
GIFs! Use social features like reacting to team members’ conversations and responses to acknowledge them.
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Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Complete meeting solutions in Teams support screen sharing, recording, video and audio conferencing. Scheduling
Assistant feature suggests times that are optimal for all attendees.
93
Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Brainstorm, ideate and collaborate on the MURAL app available from the Teams app store in real-time during
meetings with your team. Pin the creative output as a tab within the Teams channel for later reference.
94
Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Microsoft Teams conversations are threaded so users can reply directly in-context to specific conversations. Intense in
moments of work flurry, these channels also see a fair amount of levity with GIFs, stickers and emojis that makes
working together fun! 95
Collaborate & Design – Collaborate with Sales to Create Successful Campaigns

Record data, have conversations about list items, organize process, and track status in an environment built for
teamwork and collaboration. The Marketing Manager reviews Content Calendar prepared by Social Media Manager.
96
 Coordinating Efforts Over New Retail Outlets
Marketing Manager

Scenario Walkthrough
Contoso Retail has two new store openings scheduled in Houston and New York. The Marketing team must work together to
make the new stores a success considering the COVID-19 restrictions and guidelines. Here's how the Marketing Manager
leverages Microsoft Teams' cohesive experience to streamline her work and ensure her team's visibility.
• Sets up a meeting and invites team members to brainstorm and collaborate.
• Uses the OneNote app within Teams to capture meeting notes and feedback without leaving the Teams application.
• Contacts the Finance Manager over Budget Allocation in a 1:1 chat.
• Uses Excel to create marketing plans and shares the spreadsheet with the Finance Manager for review.
• Uses a Workstreams.ai tab integrated in the channel to create, assign, and track tasks necessary to complete the project.
• Pins a YouTube tutorial video on booking shopping slots for sharing with customers.

How did Teams help the Marketing Manager execute her roles and Which app integrations on
responsibilities? Teams made it possible?
• Office applications like Excel and OneNote allow quick access to shared information
and notes, respectively.
• Workstreams.ai enables team members to stay abreast of tasks assigned to them OneNote Excel
across teams.
• YouTube enables instant sharing of relevant videos with team members.

YouTube Workstreams.ai 97
Collaborate & Design – Coordinating Efforts Over New Retail Outlets

The Marketing Manager posts a message in the channel to provide the team context about the meeting and the objective
behind the collaboration.
98
Collaborate & Design – Coordinating Efforts Over New Retail Outlets

Complete meeting solutions in Teams support screen sharing, recording, video and audio conferencing. Scheduling
Assistant feature suggests times that are optimal for all attendees.
99
Collaborate & Design – Coordinating Efforts Over New Retail Outlets

Conversations, action items and relevant documents shared in the meeting thread are accessible right inside Teams. The
Marketing Manager spells out the plan and offers discussion points to facilitate structured conversation.
100
Collaborate & Design – Coordinating Efforts Over New Retail Outlets

Do your one-on-ones in Teams and share files over chats easily. The Marketing Manager connects with the Finance
Manager and shares the budget plan over chat.
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Collaborate & Design – Coordinating Efforts Over New Retail Outlets

The Marketing Manager uses Excel in Teams to create a budget breakdown and then shares it over a chat with the Finance
Manager.
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Collaborate & Design – Coordinating Efforts Over New Retail Outlets

Microsoft Teams conversations are threaded so users can reply directly in-context to specific conversations, keeping relevant
chats grouped together. @mention relevant team members to make sure you grab their attention in real-time.
103
Collaborate & Design – Coordinating Efforts Over New Retail Outlets

The Marketing Manager assigns and tracks tasks with a Workstreams.ai tab in the channel. This provides complete clarity for
the team members regarding the tasks they need to pick up and close out.
104
Collaborate & Design – Coordinating Efforts Over New Retail Outlets

Share a YouTube video with other members of the channel. Simply search for the video you want or paste its URL in your
Teams channel. The Marketing Manager shares a video on how to book slots in the channel.
105
 Leverage Rich Visuals to Make your Work Shine
Brand Strategist

Scenario Walkthrough
Presenting ideas, campaigns, and initiatives are part of routine work in the Marketing team and preparing presentations can
take a lot of time. You need an easier way to compile existing content and create professional-looking presentations by
following the brand guidelines. See how the Brand Strategist uses a combination of tools within the Microsoft Teams platform
to help the Marketing team create and share content with ease.

• Creates a presentation with tips and tricks on making better presentations via Presentations AI and pins it as a channel tab.
• Invites all the team members for a meeting on brand presentations and shares the templates via PowerPoint.
• Configures a channel tab with the new redesigned company logo via Adobe Creative Cloud
• Creates a video on improving the marketing feedback cycle and shares it within a channel using Prezi video.

How did Teams help the Marketing Manager execute her roles and Which app integrations on
responsibilities? Teams made it possible?
• Utilize PowerPoint to draft and present an effective and easily consumable
presentation for the team.
• Create and design your presentations instantly with zero effort with Presentations AI. Presentations AI PowerPoint
• Find, view, and share Adobe Creative Cloud assets quickly within Microsoft Teams.
• Prezi video makes it easy to create and share video updates with team members.
Adobe Creative Prezi Video
Cloud 106
Collaborate & Design – Leverage Rich Visuals to Make your Work Shine

Leverage smart tools to create visually engaging presentations instantly with Presentations AI. Here the Brand
Strategist creates a presentation that she later shares with the team.
107
Collaborate & Design – Leverage Rich Visuals to Make your Work Shine

Microsoft Teams conversations are threaded so users can reply directly in-context to specific conversations, while
keeping relevant discussions and files grouped together.
108
Collaborate & Design – Leverage Rich Visuals to Make your Work Shine

Presentations AI enables your to seamlessly share interactive presentations with your team for easy access right within
a Teams channel.
109
Collaborate & Design – Leverage Rich Visuals to Make your Work Shine

Utilize PowerPoint to draft and present an effective and easily consumable presentation for the team. The Brand
Strategist shares a PowerPoint template with the team.
110
Collaborate & Design – Leverage Rich Visuals to Make your Work Shine

Share and collaborate over creative assets within a channel using Adobe Creative Cloud. The Brand Strategist shares
the redesigned brand logo within a channel.
111
Collaborate & Design – Leverage Rich Visuals to Make your Work Shine

Prezi Video allows you to create and record videos with rich audio and video content. Creators can leverage a vast
library of images and templates to make their videos more engaging.
112
Collaborate & Design – Leverage Rich Visuals to Make your Work Shine

Make your channel conversations more engaging with videos, GIFs, stickers and more. The Brand Strategist shares a
video using Prezi Video and views a custom sticker shared within the channel.
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 Streamline Approval Processes with Real-Time Teamwork
Graphic Designer

Scenario Walkthrough
Reviewing and approving marketing content can be a lengthy process. It takes time away from innovating and executing
campaigns. Automation of approval actions and notices can speed up the process and reduce redundant work and tracking
needs. See how the Graphic Designer combines a set of apps within Microsoft Teams to get speedy approvals with ease.
Attends a channel meeting with the regional marketing team members to discuss the task at hand.

• Shares assets for the marketing campaign within a Document Library and updates the team via channel communications.
• Gets added to a chat group and discusses feedback on the icons over a group call.
• Notes down the suggestions and feedback using OneNote.
• Sends the updated designs for approval using the native Approvals app.
• Receives praise for his work and quick TAT on the closure of the feedback.

How did Microsoft Teams help the Graphic Designer execute his roles and Which app integrations on
responsibilities? Teams made it possible?
• Share a library of documents with your team across channels with Document Library.
• Integrated Office applications like OneNote enable note taking and sharing seamless
within Teams. Approvals OneNote Document
Library
• Praise allows public appreciation of high performing team members inside Teams.
• Send, receive, manage, and share approvals in Microsoft Teams

PDF Praise 114

Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

Microsoft Teams conversations are threaded so users can reply directly in-context to specific conversations, keeping relevant
chats grouped together. @mention relevant team members to make sure you grab their attention in real-time.
115
Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

The Graphic Designer shares campaign docs with the team triggering using a SharePoint Document Library.

116
Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

Share PDFs with rich visuals with team members in a channel for easy access. The Graphic Designer views and
discusses the PDF with updated campaign assets.
117
Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

Quickly reach out to and chat with co-workers. Take conversations offline from channels for 1:1 discussions. The
Graphic Designer receives feedback on the icons from the Brand Strategist.
118
Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

Complete meeting solutions in Teams support screen sharing, recording, video and audio conferencing. Hold calls in
Teams with enterprise grade security.
119
Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

The Graphic Designer uses the integrated OneNote app within Microsoft Teams to capture meeting notes and
feedback, without having to leave the application. The OneNote tab serves as a team notebook to the entire group,
pinned to a channel. 120
Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

Send, receive, manage, and share approvals in Microsoft Teams with the Approvals app. The Graphic Designer
attaches a PDF document with the Icons and sends it to the Brand Strategist for her approval.
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Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

Track your approvals and get notified of updates at each step. The approvers are notified when requests are sent for
their approval and the senders are notified as soon as their requests are approved.
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Collaborate & Design – Streamline Approval Processes with Real-Time Teamwork

Send acclaim to your employees and coworkers with Praise. Deliver in a chat, or for wider recognition, send it in a
channel conversation. The Graphic Designer receives praise for his quick TAT and closure of feedback.
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 Microsoft Teams

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