How to chat with Guest users in your default Microsoft Team
I recently have been working across multiple Microsoft Teams Tenants and one of the challenges I could not figure out was how can I chat to Guest users outside of the my default Microsoft Teams.
The advantages of having a Guest user within your Microsoft Team within the Chat window means that I am not only able to have a chat with the user, but I can also have calls, share my screen and all the advantages that come with using Microsoft Teams with other users within my Microsoft Team. And as a bonus with having a Guest user in a team you can share Power BI Reports if they have access to those same reports!
To be totally honest it took me a while to figure this out, so hopefully this will help others using Microsoft Teams who are looking for a similar solution.
Creating a Teams Channel
The first thing that needs to happen is that I had to create a Teams Channel
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I did this by clicking on “Join or create a team”
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I then clicked on Create a team
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I selected to build a team from scratch
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I set it to Private
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I then gave it an appropriate name, as with this example I set it to “Guest / External Users”
- And then I clicked Create
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Which then went to work and created the Team
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I then clicked on Skip where it asked to Add Members
- The reason I did this was because I want to show where you can add additional members to your teams’ channel at a later time.
Adding Guest users to a Teams Channel
This is where I can now add Guest users to a team’s channel.
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In Microsoft Teams, I click on my Team name and then click Manage Team
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On the right-hand side, I then click on Add member
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Where it says “Start typing a name or group” I put in the full email address of the Guest user that I want to add
- As you can see above it gives me the option to add the email address as a guest, I clicked on the option
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I then could see it, what I then did was to edit the Name to give it a more meaningful name
- I then clicked on the tick
- I then clicked Add
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I could then see that the account was added as a guest
How the Guest User gets access to the Team
In the steps below is what happens with the Guest User gets the email invitation
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Below is what the email looks like when they were added.
- They then click on Open Microsoft Teams
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It then is actually creating the Guest Account in Azure Active Directory where it shows the permissions
- They then click on Accept, which then grants them access.
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And depending on the settings they might have to select Open Microsoft Teams
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It will then prompt them to Switch to your organization, which in my example is fourmoo.com
- Now the Guest User has been added to the team in the fourmoo.com tenant
Chatting with the Guest User
Finally, I now get to the part where I can now chat with the Guest User which I show in the steps below.
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I go into Microsoft Teams, right click on Chat and select New Chat
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I am then prompted to “start typing a name or group”
- I start typing the name of the person
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I then click on the above and I can then see it in the To:
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Now I can start chatting with the Guest user
- Because this user is now a Guest in my FourMoo.com Teams tenant I now have all the available teams’ options where I can have a video call, call or share my screen with them.
Conclusion
What I have shown today is how to chat with a Guest user in your companies Microsoft Team without having to leave your default teams tenant.
Thanks for reading and I hope that you found this helpful.
As always, any comments are appreciated and welcome!
And here is to a great 2020