Meetings in Microsoft Teams: 20 Tips and Tricks

About this video

Presenter Nick shares 20 Microsoft Teams meeting tips organized into before, during, and after the meeting. Before: (1) test speakers, mic, and camera in Settings > Devices or via a test call; (2) set virtual backgrounds via Effects and Avatars, improving fuzzy edges with better lighting/contrast; (3) start a call directly from a one-on-one chat, or ‘Meet now’ in a group chat, and use Request to join to ring people in. Scheduling tips 4-7: (4) use Scheduling Assistant to find a time everyone is free; (5) add external guests by full email and control lobby bypass in Meeting Options > Meeting access; (6) assign roles — co-organizers, presenters (org members by default), and attendees (external guests, who cannot share screens) — and set who can present; (7) set meetings to record and transcribe automatically, which Copilot requires. (8) Check and customize your own reminder and email reminder settings. During: (9) use the Controls button to grant/revoke attendees’ camera, mic, screen share, and chat; (10) stay muted and use push-to-talk (Ctrl+Space on Windows, Option+Space on Mac); (11) run polls via in-meeting apps like Polly; (12) switch views (gallery, speaker, Together Mode) and hide your own video feed; (13) share with presenter modes that composite you beside/over your screen; (14) present via PowerPoint Live rather than raw screen share; (15) use the built-in meeting timer; (16) turn on live captions. Copilot-license-only tips: (17) ask Copilot questions about a transcribed meeting and use the AI Facilitator for notes, and (18) enable the real-time language interpreter. After: (19) find recordings, transcripts, recaps, and AI notes in Chat or via the calendar, and (20) organizers/co-organizers can view and download the attendance report (attendance recording can be disabled in options).

Key takeaways

  • Test devices and set your virtual background before joining to avoid in-meeting fumbling
  • Use Scheduling Assistant, lobby settings, and presenter/attendee roles when scheduling to control who joins and who can share
  • Turn on automatic recording and transcription — Copilot meeting features only work on transcribed meetings
  • Stay muted and use push-to-talk (Ctrl+Space / Option+Space); use PowerPoint Live instead of plain screen sharing for slides
  • After the meeting, organizers can pull the recap, transcript, AI notes, and a downloadable attendance report from Chat or Calendar

Episode details: published March 4, 2026 · 11:36 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.


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