Playbooks for repeatable collaboration.
White papers, playbooks and guides on Microsoft Teams templates, governance, project delivery and CRM-to-Teams automation. Download any of them free.
Customer Onboarding White Paper
A practical guide to turning customer onboarding into a repeatable, structured motion on Microsoft 365, so every kickoff inherits what sales agreed and nothing slips between teams.
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Naming Convention Guide
Define and automate Microsoft Teams naming conventions with Collaboration Templates, static and dynamic rules, and Azure AD data.
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Microsoft Teams Templates Guide
A practical guide to building reusable Microsoft Teams collaboration templates that launch fully configured workspaces in one click.
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Microsoft Teams for Project Management
A guide to setting up Microsoft Teams for project management, with templates, SharePoint structure and best practices for project managers.
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Planner with Microsoft Teams
A guide to using Microsoft Planner in Teams and packaging your plans into reusable, governed Collaboration Templates.
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Sales Management with Microsoft Teams
A guide to managing sales in Microsoft Teams with deal rooms, repeatable templates and CRM-to-Teams automation.
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Bid Management White Paper
A guide to structuring bid and proposal management in Microsoft Teams using channels, documents, approvals and reusable nBold templates.
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Teams Use Cases Catalog
A catalog of common Microsoft Teams collaboration use cases, each with challenges, solutions, channel examples and step-by-step setup guidance.
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Salesforce and Teams Integration Guide
A practical guide to integrating Salesforce with Microsoft Teams and Office 365, with setup steps for sharing, storage, deal rooms and automation.
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Tips for Microsoft Teams Project Management
Practical tips for using Microsoft Teams in project management: team structure, documentation, task tracking and app integration.
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