Choose an internal communication tool for your team

We recommend the following tools. Please read through the expert guidance about each to make the best selection for your company.

Published on September 15

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Microsoft Teams Chat

Best use cases for Microsoft Teams Chat

Microsoft Teams Chat and video conferencing platform is designed for businesses of all sizes to efficiently communicate and collaborate.

Teams Chat simplifies messaging, file sharing, and video calls while ensuring smooth communication for teams working remotely. Businesses can cultivate better teamwork, boost productivity, and create a unified work environment. Whether using Teams or a competitor, a team communication platform is essential for businesses relying on real-time communication and collaboration.

Here are some of the most common use cases:

  • Boost Team Collaboration: Teams Chat can host meetings from anywhere, making brainstorming and collaboration possible for team members working remotely. With real-time automated captions and convenient document editing, every team member can engage actively.
  • Streamline Communication: Teams Chat allows businesses to connect and manage calls. Integrating business apps within Teams makes chats more actionable, which is crucial for multitasking in a fast-paced environment.
  • Maintain Security and Quality: Teams Chat simplifies device management for businesses and guarantees a secure working environment. It also has built-in security features for keeping content protected and managing call quality.
  • Shared Call History: Teams Chat improves communication efficiency by allowing delegates and delegators to access call history records. This streamlines collaboration and ensures that all parties have visibility into communication logs, fostering better and more secure flow of information.

Scenarios in which other software might be more suitable

While Microsoft Teams Chat is powerful, it may not be the best fit for every situation:

  • Lightweight Communication Tools: For small businesses that only need simple communication features without the added complexity of integrations and video conferencing, tools like Slack or Google Chat may be a better fit. Slack offers a straightforward interface for creating channels, sending direct messages, and sharing files, making it an excellent option for businesses looking for a focused, easy-to-use messaging app. Google Chat, part of Google Workspace, offers simple messaging and collaboration features within the Google ecosystem for businesses already using Google apps.
  • Webinars and Large-Scale Events: For businesses that frequently host webinars or large virtual events, Zoom or Webex might be more suitable than Microsoft Teams. Zoom provides dedicated webinar tools, including virtual backgrounds, polling features, and breakout rooms, making it ideal for engaging larger audiences. Webex is tailored for virtual events, offering features like customizable event branding, enhanced security, and integrations with event management platforms, making it the go-to for large-scale, professionally run online conferences.

How to get started with Microsoft Teams Chat

Follow these steps to start using Microsoft Teams Chat:

  • Sign Up: Create an account on the Microsoft Teams platform.
  • Set Up Your Team: Add members and organize them into relevant channels based on projects or departments.
  • Customize Settings: Adjust notification preferences and permissions to suit your team's workflows.
  • Integrate with Other Microsoft Products: Enhance functionality by connecting Teams with other Microsoft 365 apps like OneDrive and SharePoint.

Migrating from similar tools

If you're transitioning from another communication tool, here's how to make the process smooth:

  • Data Export/Import: Use available export options in your current tool to back up data, then import it into Teams.
  • Training Sessions: Offer training sessions to help team members adapt to the new interface and features.
  • Phased Rollout: Gradually transition teams to Microsoft Teams Chat to minimize disruptions.

If migrating from Slack to Teams, please reference this guide. It contains helpful information on the type of data which can be migrated, as well as detailed instructions.

Compatible tools

As expected, it is recommended to use Microsoft Teams alongside other products in the Microsoft 365 ecosystem. Teams' functionality is further enhanced by many third party integrations, making it a powerful hub for communication, collaboration, and productivity. 

Here are some key tools that extend Microsoft Teams' capabilities:

  • Microsoft Word: Team integrates with Microsoft Word, allowing users to create, share, and collaborate on documents directly within the Teams interface. Team members can work on Word documents in real-time without leaving the platform. This helps in streamlining document editing and review processes.
  • Microsoft Excel: With its Microsoft Excel integration, Teams enables users to share and collaborate on spreadsheets effortlessly. Teams can work together on data analysis, budgeting, and project planning within shared Excel files, making real-time adjustments visible to everyone involved.
  • Microsoft PowerPoint: PowerPoint integrates with Microsoft Teams to facilitate easy sharing of presentations during meetings. Users can present slides directly within Teams or collaborate on presentations with their teams, making it ideal for business pitches, training, or team updates.
  • Microsoft Outlook: Outlook works seamlessly with Teams to sync emails, calendars, and contacts. Users can schedule meetings, view calendars, and manage their communications within Teams, allowing for a more unified experience across messaging and scheduling.
  • OneDrive: Teams' OneDrive integration allows users to store, share, and collaborate on files within Teams. With OneDrive, all documents and files are stored securely in the cloud, ensuring team members have access to the most up-to-date versions wherever they are.
  • Microsoft SharePoint: SharePoint extends Teams' file management capabilities, enabling team members to create shared document libraries, manage content, and collaborate on large-scale projects. Teams and SharePoint together provide powerful tools for organizing and sharing company-wide knowledge.
  • Clipchamp: Clipchamp, a Microsoft-acquired video editing tool, integrates with Teams to offer video creation and editing capabilities. This is ideal for teams needing to quickly create video content, marketing materials, or presentations directly within the Teams platform.
  • Microsoft Exchange: Microsoft Exchange integrates with Teams to manage emails and calendars seamlessly. Users can connect their Exchange accounts to Teams, allowing for synced communications and efficient scheduling of meetings, while keeping everything within one unified platform.
  • Microsoft Loop: Microsoft Loop is a newer collaboration tool designed for dynamic, real-time collaboration across the Microsoft 365 suite, including Teams. It allows users to create shared workspaces that can be edited in real-time, making it easier to brainstorm, plan projects, and manage tasks.

Less compatible tools

Microsoft Teams Chat enhances communication and collaboration, but some integrations may pose challenges for SMBs:

  • Zoom: While Zoom excels at video conferencing and webinars, its core functions overlap significantly with Microsoft Teams’ meeting and chat features. Businesses that rely on Zoom for large-scale virtual events may find it unnecessary to also use Microsoft Teams for video calls, creating redundancy. Zoom's integration with Teams is limited, and many prefer to keep Zoom as a standalone tool for its advanced webinar features.
  • Webex: Webex by Cisco is designed for high-quality video conferencing, particularly for enterprise-level organizations. While it offers similar meeting and video call features as Microsoft Teams, it doesn’t integrate as seamlessly with Teams’ built-in messaging and collaboration tools. For businesses already using Webex, adopting Teams might create redundancy in their communication workflows.
  • Element (Matrix): Element, built on the Matrix protocol, is an open-source messaging and collaboration tool that focuses on data privacy and decentralized communication. Element’s focus on encrypted, decentralized communication may not fully align with Microsoft Teams’ centralized model. The user experience and setup of Element can also differ greatly, making it less compatible with Teams' built-in communication tools.
  • Chanty: Chanty is a simple team chat tool with built-in task management. It is designed for smaller teams that need an easy-to-use communication platform without the extensive features of Microsoft Teams. Chanty is less compatible with Teams because it lacks advanced collaboration features and deep integrations with Microsoft apps, making it more suited for businesses that need lightweight communication tools.

Although Teams integrates seamlessly with the most commonly used tools in the Microsoft 365 ecosystems, there may be some challenges in integrating legacy tools or older versions.