How to Create Client Portals in Microsoft Teams

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  • เผยแพร่เมื่อ 20 ม.ค. 2025

ความคิดเห็น • 18

  • @SharePointMaven
    @SharePointMaven 5 หลายเดือนก่อน +1

    Great video, as always, Scott. A far better option would have been creating a Shared Channel for external users. However, it is not possible to easily invite external users unless B2B is set up. So yes, your suggested approach is the easiest for users at the moment.

    • @your365coach
      @your365coach  5 หลายเดือนก่อน +1

      Thanks for sharing the additional tip Greg and thanks for your kind feedback too 😄🙌

  • @FootballFanWeb
    @FootballFanWeb 3 หลายเดือนก่อน

    Great, thanks 🙏

  • @AlBergstein
    @AlBergstein 5 หลายเดือนก่อน +2

    One thing you should have spent a bit more time on, is the actual experience of someone logging into this shared Team from a non trusted environment. There are a few steps that can be frustrating in the login process. But once it, yes, it's a great way to collaborate.

  • @staceydoucette7421
    @staceydoucette7421 2 หลายเดือนก่อน

    Hi Scott. I appreciate your content. I am trying to follow along to create a Team, but when I click on the plus icon, my options are to create a community or channel as opposed to a Team. Have things changed that significantly in just two months since you posted this video?

    • @your365coach
      @your365coach  2 หลายเดือนก่อน

      Thanks for your question. I would think you maybe using Teams Personal Account which allows you to create 'Communities' rather than Teams. For the Client Portal, you would need to use a Microsoft 365 work account. Could you double check that please and if you are logged into a 365 work account, I may know another cause 😀

  • @jnolan00
    @jnolan00 5 หลายเดือนก่อน

    What licenses are required by the client to be added as a guest?

    • @your365coach
      @your365coach  5 หลายเดือนก่อน

      No licenses are required as such, at least for Teams and SharePoint. Apps like Power BI require additional licensing which does cost money

  • @cherrylambert9880
    @cherrylambert9880 5 หลายเดือนก่อน

    Would guests be able to upload their own files or is this just for viewing and editing purposes?

    • @your365coach
      @your365coach  5 หลายเดือนก่อน +1

      Yes, the Guest permission allows the Guest to add files into the Team too 😄

  • @jamesm9314
    @jamesm9314 5 หลายเดือนก่อน

    Would there ever be a situation that would warrant a third party external person to have a “member” role with maybe a limited locked down license?

    • @jamesm9314
      @jamesm9314 5 หลายเดือนก่อน

      ?

  • @favi7997
    @favi7997 5 หลายเดือนก่อน +3

    The administrator in my little company don't want that we use Teams with Guest. He told us it's not secure and he don't want responsablilty because adminstrating guests in Teams is a lot of work. So i have to run project management like 20 years ago - with excel - because my boss don't know Teams and trusts in our administrator. Running project management in 2024 without software for these purposes is ridiculous.

    • @your365coach
      @your365coach  5 หลายเดือนก่อน +3

      I feel for you! Teams is a secure platform and does need some light management, but that shouldn’t be a reason to not use it, sadly 😔

  • @LMOO
    @LMOO 5 หลายเดือนก่อน

    External sharing is impossible in any company that has any security standards. Microsoft should think about that, because no power platform gimmick will improve collaboration with externals on a macro scale of a huge company. Since invention of emial, we're all gonna work like our grandfathers until AI will replace us.

    • @AlBergstein
      @AlBergstein 5 หลายเดือนก่อน

      Not true. Teams and SharePoint have a number of ways to protect security. The whole point of this is that you can have guests access "private" teams with no sharing ability outside of the team. You can also integrate other companies using a trust model with other major providers, i.e. Microsoft themselves and Google. You should read up on the possibilities. Microsoft themselves are using these techniques.

    • @LMOO
      @LMOO 5 หลายเดือนก่อน

      @@AlBergstein yeah it is true what I'm saying. Having few thousand integrations is not someone at IT or business will bother to do, guests are restricted from writing in chat even, so my remark stands still. There are not external collaboration options. MS is missing out a lot, because companies prefer to create their own solutions and present IT security requirement for integration to one party that's the owner of a solution and the data is exchanged without restrictions there. No bullshit and power platform pay plans.

    • @AlBergstein
      @AlBergstein 5 หลายเดือนก่อน +1

      @@LMOO well I don't know what you're talking about because there are plenty of external sharing options. I've set a number of them up myself they work. I don't really understand the exact scenarios you're describing that doesn't work maybe they exist. I assume they do.