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Microsoft 365 Series: Teams Tips & Tricks for Smarter Collaboration

Matt Longenecker, Tech Director
January 29, 2026
Microsoft 365 Series: Teams Tips & Tricks for Smarter Collaboration

If Microsoft Teams feels busy but not always productive, you’re not alone. Many organizations use Teams every day, yet still rely heavily on email, shared drives, and side conversations to get work done.

The reality is, Teams works best when it’s used with intention. When configured around how your people actually collaborate, Microsoft Teams can cut down on email overload, eliminate version chaos, and make it easier for teams to stay aligned across locations and schedules. This guide shares practical tips to help your team move beyond basic usage and start collaborating more efficiently inside Microsoft 365.

 

How Microsoft Teams Supports Smarter Collaboration

At its core, Teams brings conversations, meetings, files, and apps into a single workspace. Rather than jumping between email, shared drives, and project management tools, Teams centralizes communication so information stays connected to the people and work it supports.

For organizations with multiple departments or locations, this structure creates consistency while still allowing flexibility in how teams collaborate. When used well, Teams reduces duplicated work, limits information silos, and gives leaders better visibility into what’s happening without requiring more meetings or status emails.

 

Use Channels & Mentions to Improve Communication

Channels are one of the most powerful (and most commonly misused) features in Teams. Instead of defaulting to chat or email, channels should be organized around specific topics, projects, or workflows so conversations remain visible and searchable. A few tips:

  • Create channels by project, function, or recurring process rather than by individual.
  • Use standard vs. private channels intentionally; overuse of private channels can fragment communication.
  • Apply @mentions thoughtfully. Tag individuals when action is required, and use @channel only when updates affect everyone.
  • Format messages with headings, bullet points, and links to make updates easy to scan.
  • When projects or initiatives end, archive channels instead of deleting them. Archiving preserves conversations and files in a read-only state while keeping active workspaces uncluttered.

Channel owners can also choose how conversations are displayed by selecting either a traditional posts layout or a threads layout. Threads can be helpful for high-volume or discussion-heavy channels where keeping replies grouped improves clarity, while Posts may be better for announcements or linear updates.

It’s good practice to use chat for quick, informal conversations. Use channels for discussions, decisions, and updates that others may need to reference later. Clear norms around this behavior significantly reduce follow-up questions and confusion.

 

Microsoft 365 Integrations

One of Teams’ biggest advantages is how seamlessly it integrates with other Microsoft 365 tools.

  • Outlook integration allows meetings to be scheduled directly from your calendar and emails to be converted into Teams conversations when collaboration is needed.
  • SharePoint and OneDrive automatically store files shared in Teams in a centralized, permission-controlled location.
  • Channel “Files” tabs can serve as a single source of truth for documents related to a specific workstream.

When used consistently, these integrations eliminate uncertainty around where documents live and which version is current.

 

Reduce Distractions Without Missing What Matters

Teams can quickly become noisy if notifications aren’t managed well. Encourage users to:

  • Customize notifications at the channel level rather than muting Teams entirely.
  • Pin high-priority chats, add important channels to Favorites, and use custom sections to group related conversations for quick access.
  • Save or bookmark messages that include action items or important decisions.
  • Set quiet hours or focus time to protect deep work while remaining reachable for urgent needs.

Users can also choose between a combined view (chats and channels in a single list) or a separate view (chats and channels in distinct areas of the sidebar). Selecting the view that best matches individual work styles can reduce overwhelm and improve focus.

For teams that want more structure, pairing Teams with Microsoft Planner allows conversations to turn directly into assigned, trackable tasks without leaving the platform. View instructions for updating notifications here.

 

Collaborate on Documents Without Version Chaos

Teams excels at real-time document collaboration when best practices are followed:

  • Co-author documents directly within Teams to avoid emailing attachments.
  • Use SharePoint version history to track changes and restore prior drafts if needed.
  • Apply permissions thoughtfully to balance collaboration with data security.

Centralized collaboration improves accountability by making it clear who made changes, when they occurred, and why, without relying on manual tracking.

 

Boost Hybrid & Remote Productivity

For hybrid or remote teams, Teams includes several underutilized features:

  • Meeting recordings and automatic transcripts allow team members to catch up asynchronously.
  • Live reactions and chat during meetings create engagement without interrupting presenters.
  • Microsoft Whiteboard supports brainstorming and planning sessions in real time.

These tools help maintain momentum and inclusion regardless of where employees are working.

 

Make Microsoft Teams Work for Your Organization

Microsoft Teams can do a lot more than just send messages. When it’s configured to match the way your team actually works, Teams becomes a productivity driver instead of just another tool.

If your team is relying heavily on email, spreadsheets, or manual processes, Lutz Tech’s Digital Transformation services can help optimize your Teams setup, integrate the right features, and provide ongoing guidance so your people can collaborate smarter and get more done. Contact us to learn more.

  • Achiever, Deliberative, Learner, Analytical, Responsibility

Matt Longenecker

Tech Director

Matt Longenecker, Tech Director, began his career in 2000. With over two decades of experience spanning systems administration, enterprise infrastructure, and virtualization, he brings deep technical knowledge and steady leadership to his role. Since joining Lutz in 2015, Matt has held several engineering and leadership positions that have shaped the firm’s technology initiatives. 

Leading the engineering and implementation teams at Lutz Tech, Matt oversees infrastructure, cloud, and automation projects while guiding strategic technology direction. He partners with internal stakeholders and clients to design reliable, forward-thinking solutions that enhance operations and drive efficiency. Known for his methodical approach and ability to solve complex problems, Matt enjoys improving systems and seeing measurable progress through smart, scalable technology. 

 

At Lutz, Matt is always looking to expand his knowledge—whether through hands-on experience, certifications, or staying current with emerging technologies. He enjoys digging into new tools and approaches that can improve the way the firm operates and delivers services. That mindset keeps both Matt and Lutz at the forefront of an ever-evolving tech landscape. 

402.778.7980

mlongenecker@lutz.us

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