Microsoft Teams may be the ultimate application platform, but how do you manage it? Watch our on-demand webinar as our experts discuss best practices for using Teams templates to manage your deployment and provide proven automation steps that will ensure adoption and governance of your environment. We shared customer examples, including insights from custom solutions we’ve designed for clients, along with best practices for leveraging Microsoft Teams features such as: Classification Labels Membership Management Power Automate Flows Teams Templates Graph References Cloning Teams We also discussed ways to evaluate your Teams environment on a maturity scale and help you understand ways to continuously evolve the growth and maturity of your environment, so you continue to reap value and benefit from your deployment.

1. MICROSOFT TEAMS
Governance & Automation

2. 2
Introductions
Joel Oleson Chris Barber
• Microsoft Regional Director & MVP
• Director Modern Workplace
• Joel.Oleson@perficient.com
• @joeloleson
• Solution Architect
• Chris.Barber@perficient.com
• @soi2dev

3. 3
Tom Hogan
Chief OperatingOfficer
Who We Are
A N I NT RODU CTION T O
We’re a global digital consultancy transforming how the
world's leading enterprises and biggest brands connect
with customers and grow their businesses.
With Perficient, you get experience and expertise,
speed and agility, and a healthy dose of pragmatism to
drive your business forward.

4. 4
~4500
Colleagues
W E A R E
Global in Our Delivery
We have office locations across North America and fully owned
global and domestic delivery centers around the world.
Allentown, PA
Ann Arbor, MI
Atlanta, GA
Boston, MA
Bozeman, MT
Cedar Rapids, IA
Charlotte, NC
Chicago, IL
Columbus, OH
Dallas, TX
Denver, CO
Detroit, MI
Fairfax, VA
Fargo, ND
Houston, TX
Irvine, CA
Lafayette, LA
Milwaukee, WI
Minneapolis, MN
New York, NY
Seattle, WA
St. Louis, MO
Toronto, ON
Washington, D.C.
North America
Latin America
México City, Mexico
Medellín, Colombia
Bogotá, Colombia
Cali, Colombia
Chennai, India
Nagpur, India
Bangalore, India
India
Hangzhou, China
China
Oxford, UK
Novi Sad, Serbia
Europe

5. 5
AT-A-GLANCE
Perficient Profile
Alliance partnerships
with major tech
vendors
Multiple vendor &
industry tech and
growth awards
Global delivery
centers in China,
India, Eastern Europe
and Latin America
Dedicated
solution
practices
~35
Global Locations
$565M
2019 Revenue
1997
Founded in
~4,500
Colleagues
~90%
Repeat Business Rate
PRFT
Public, NASDAQ

6. 6

7. 7
Agenda
• Teams as a Platform
• Tools for Teams as an Application Platform
• Center of Excellence Starter Kit
• Governance
• Automation with Graph API

8. 8
Teams as a Platform

9. 9
Teams is NOT
just a new
version of
Skype

10. 10
Forms, Workflows, Automation
Communication
Comm Sites
Modern Intranet
Lists
Projects
Tasks
Streaming Video
Intelligent Files
Collaboration
Team Sites/Team Work
File Storage
Apps
Chat, Calls, Meetings, Tasks
Yammer
Microsoft 365
Power Automate
Teams-First Approach
Application Platform

11. 11
AI Priority Engine
Rise for Teams
Firstline WorkersMobile-FirstInformation WorkersExecutives
Microsoft Teams First: The Hub for Modern Work
Use Microsoft Teams to centralize the employee experience and minimize the 4-cloud problem.

12. 12
Productivity Apps
Low Code Dev
and Automation
Support
and info
Processes and
Custom Apps
Departmental
tools
Employee
resources
Process
Automation,
RPA and
workflow
Integrated apps, processes automation, and business intelligence
Microsoft Teams
Line of Business
Integration
Microsoft Teams as a Platform

13. 13
Teams templates are pre-built definitions of a team's structure
designed around a business need or project. You can use
Teams templates to quickly create rich collaboration spaces
with channels for different topics, provide automation and bots
as well as preinstall apps to pull in mission-critical content and
services.
Teams templates provide a predefined team structure that can
help you easily create consistency and capabilities across your
organization.
People Manager
Framework
Company Communicator
FAQ Plus HR Support Bot
Crowdsourcer Bot Expert Finder Bot
Icebreaker Bot Associate Insights App
Get started with Microsoft Teams Apps and Templates:
Templates and Apps for Microsoft Teams

14. 14
Tools for Teams as
an Application
Platform

15. 15
Maker Culture and Movement…
Maker movement
The maker culture represents a technology-
based movement of DIY culture intersecting
with geek culture and revels in the creation of
inexpensive solutions based on distributed,
democratized tools.
Gartnerestimatesthat 65% of all app dev will be lowcodeby 2024

16. 16
SharePoint Designer
Site and Process Designer
InfoPath
Forms Designer
Old and Tired
New and Hot
Business Productivity Tools

17. 17
Simplified Announcements From Microsoft
Date Action
AUG 1, 2020 SharePoint 2010 workflows blocked for NEW tenants
NOV 1, 2020 SharePoint 2013 workflow turned off for NEW tenants
NOV 1, 2020 SharePoint 2010 workflow blocked for ALL tenants
FEB 1, 2021 SharePoint 2010 workflow removed for ALL tenants
* All dates are the beginning of when they start to turn disable or block or remove.

18. 18
Traditional Development
WORD
EXCEL
ACCESS & SIMILAR
SHAREPOINT
JAVASCRIPT, HTML 5, CSS
C#, OBJECTIVE C, .NET
POWERPOINT
Technical Skills Across an Organization

19. 19
Teams App
Studio
Team App
Templates
SPFx
SharePoint
Framework
Javascript SDK
for Tabs
Connectors &
Webhooks
Node.js
Framework
SDK for Bots
.NET Bot
Framework
SDK
Yeoman
Generator for
Teams
Teams Platform for Development

20. 20
Integrate current business
systems and application with
Teams to improve operational
efficiency
Reimagine the Employee
Experience through Microsoft
Teams, making it the center of
employee productivity
Utilize the Power Platform to
bring line of business solutions
and business applications into
Teams
Finding use cases for Teams is not hard. However, picking the right use case to maximize impact
can be very difficult. These three approaches are key to maximizing your Teams investment.
Teams Platform – Getting Started

21. 21
COE Starter Kit

22. 22
COE Starter Kit Overview
This COE Starter Kit and this guidance are targeted toward the person or department responsible for setting up a Microsoft
Power Platform COE in their organization. The goal of this guidance is to help you understand what the motivation for—and
the responsibilities of—a Center of Excellence are, in addition to walking you through the prerequisites, setup instructions,
and individual components of the COE Starter Kit. The COEStarterKit is a collection of components and tools designed to
help you get started with developing a strategy for adopting and supporting the Power Platform.
aka.ms/coestarterkit
Existing offering
• Admin center capabilities
• Extensibility via connectors
Templates
• A templated implementation of best practices

23. 23
Downloadat
http://aka.ms/coestarterkit

24. 24

25. 25
Governance

26. 26
Teams Governance (Quick Reference)

27. 27
Classification, Labels and Compliance
Classification - Backed by your
Office 365 group classifications.
M365 Unified Sensitivity Label
hierarchy
https://docs.microsoft.com/en-
us/microsoftteams/plan-teams-lifecycle
• Sensitivity Labels
• Retention Labels
• Data Loss Prevention
UnifiedLabeling and Automation
Strategy
Archive
Expire
Delete
Monitoring
Reporting
Shared
with
others
ProtectedClassifiedDetected
Data
Created

28. 28
Who can
create
Create site
(SharePoint)
Create team
(Teams)
Create shared
library (OneDrive)
Create group
(Outlook)
Standards
Prefix-suffix
naming policies,
fixed strings or
user attributes
Custom blocked
words
Sharing
Manage who can
add guest users
Turn sharing
option on or off
Turn on or off
guest access to
group files and
OneNote
Configure
external sharing
for SharePoint
Configure
expiry
Set expiration
duration
Choose which
Groups policy will
apply to
Set policies
Classification
Retention
Sensitivity
eDiscovery
Data Loss
Prevention
Templates
Teams templates
SharePoint site
designs
Dept & LOB Hubs
Themes
Manage
Teams Admin
Center
SharePoint Admin
Center
Office 365 admin
center
Office 365
adoption content
pack
Groups report
Teams First: Unified Governance Day 1

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Graph API

30. 30
What is the Graph API?
Microsoft Graph exposes REST APIs and client libraries
to access data on the following Microsoft 365 services:
• Office 365 services: Delve, Excel, Microsoft Bookings,
Microsoft Teams, OneDrive, OneNote,
Outlook/Exchange, Planner, and SharePoint
• Enterprise Mobility and Security services: Advanced
Threat Analytics, Advanced Threat Protection, Azure
Active Directory, Identity Manager, and Intune
• Windows 10 services: activities, devices, notifications
• Dynamics 365 Business Central

31. 31
The Microsoft Graph Explorer is a Web
interface for exploring Microsoft Graph APIs.
Consider it as a developer's sandbox where
you can run any request command, such as
GET, and get a response back from Office 365
in JSON format.
Note: When utilizing please ensure you use a
test account to access Office 365 data to avoid
accidentally updating or deleting production
environment information. https://developer.microsoft.com/en-us/graph/graph-explorer
Graph Explorer

32. 32
Graph API – Clone a Team
What Does It Do?
This operation creates a copy of the corresponding group or a
base template. It even allows you to customize what parts of
the team you would like to clone:
• Apps – Copies Microsoft Teams apps that are
installed in the team.
• Channels – Copies the channel structure (but not
the messages in the channel).
• Members – Copies the members and owners of
the group.
• Settings – Copies all settings within the team,
along with key group settings.
• Tabs – Copies the tabs within channels.
PermissionsRequired: Group.ReadWrite.All

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Graph API – Clone a Team
• Graph API Call
• URL: “/teams/[TeamID]/clone”
CustomizationOptions:
• TeamDisplay Name: [SharePoint List Value]
• Description of New Team: [SharePoint List
Value]
• MailNickName: [SharePoint List Value]
• PartsToClone: Apps, Channels, Tabs, Settings,
Members
• Visibility: Public or Private

34. 34
Demo

35. 35
Questions?
Teams Quick Start Additional Services
Duration: 6-8 weeks
Activities:
• Workshops
• Current-state assessment
• Workload education
• Future-state definition
• Tenant configuration
• Microsoft Teams pilot
• Microsoft Teams roadmap
Deliverables:
• Microsoft Teams enablement
findings and recommendations
document
• Microsoft Teams enablement
roadmap
Strategy& Planning
• Collaboration Strategy
• Change Management Strategy
• Governance Strategy
• Content Migration Planning
• Direct Routing Pilot
• PBX Assessment
• Network Assessment
Migration& Enablement
• Technology Enablement
• Content Migration
• Azure Bot for Teams Development
• Skype to Teams Migration
• Change Management Execution
• Governance Automation
Contact
JoelOleson
Joel.Oleson@Perficient.com
ChrisBarber
Chris.Barber@Perficient.com