{"id":7568,"date":"2021-06-22T10:33:56","date_gmt":"2021-06-22T09:33:56","guid":{"rendered":"https:\/\/nboldapp.com\/?p=7568"},"modified":"2021-07-05T13:21:49","modified_gmt":"2021-07-05T12:21:49","slug":"microsoft-teams-template-for-management-consulting","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/","title":{"rendered":"Mod\u00e8le Microsoft Teams pour le conseil en gestion"},"content":{"rendered":"<p>These days no consulting company can go without digital collaboration tools, such as Microsoft Teams, to manage their operations and employees. They offer a variety of capabilities that enable a smooth and efficient collaboration around any subject. At the same time, the nature of work of consulting firms requires them to constantly create new teams to collaborate on projects, deals, and accounts. To facilitate and streamline this process, you can leverage <a href=\"https:\/\/www.salestim.com\/microsoft-teams-governance-salestim-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft Teams Collaboration templates<\/a>.<\/p>\n\n\n\n<p>In this blog post, you will learn how management consulting firms can benefit from Microsoft Teams collaboration templates and how to build them from scratch.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-1ae4fe2e-62c5-40de-87bc-219f6389a749\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Table des mati\u00e8res<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#0-why-do-you-need-microsoft-teams-templates-for-management-consulting\" style=\"\">Why do you need Microsoft Teams templates for management consulting?<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#1-consistent-consulting-process\" style=\"\">Consistent consulting process<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#2-better-coordination-of-all-the-parties-involved\" style=\"\">Better coordination of all the parties involved<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#3-increased-efficiency-of-consulting-teams\" style=\"\">Increased efficiency of consulting teams<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#4-advanced-microsoft-teams-templates-capabilities-for-management-consulting\" style=\"\">Advanced Microsoft Teams templates capabilities for management consulting<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#5-what-will-you-get\" style=\"\">What will you get?<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#6-focused-discussions-in-channels-\" style=\"\">Focused discussions in channels<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#7-file-storage-and-collaboration-\" style=\"\">File storage and collaboration<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#8-pre-built-tasks-\" style=\"\">Pre-built tasks<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#9-connecting-with-communities-\" style=\"\">Connecting with Communities<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#10-knowledge-sharing-with-sharepoint-sites-\" style=\"\">Knowledge sharing with SharePoint sites<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#11-integrations-with-crms-\" style=\"\">Integrations with CRMs<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#12-what-will-you-get-from-it-perspective\" style=\"\">What will you get from IT perspective?<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#13-set-up-a-naming-convention-\" style=\"\">Set up a Naming convention\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#14-define-who-can-use-your-template-\" style=\"\">Define who can use your template<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#15-limit-team-creation-with-an-approval-workflow-\" style=\"\">Limit team creation with an Approval workflow\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#16-add-relevant-people-to-your-teams-\" style=\"\">Add relevant people to your teams<\/a><\/li><\/ul><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-management-consulting\/#17-how-to-build-a-microsoft-teams-template-for-management-consulting\" style=\"\">How to build a Microsoft Teams template for Management Consulting<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"0-why-do-you-need-microsoft-teams-templates-for-management-consulting\">Why do you need Microsoft Teams templates for management consulting?<\/h2>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-consistent-consulting-process\">Consistent consulting process<\/h3>\n\n\n\n<p>Having fully pre-built teams that include all the content needed to start working on a project, including channels, the consulting playbook, and other resources, etc. adds consistency to the work of your consulting teams and structures the collaboration process.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-better-coordination-of-all-the-parties-involved\">Better coordination of all the parties involved<\/h3>\n\n\n\n<p>With Microsoft Teams Collaboration templates, you get all the necessary tools ready at place for your consulting teams. They won\u2019t need to search for the right information across the organization and lose their time on organizing the workspace. Pre-configured channels empower your consultants to have focused discussions and pre-built set of tasks in Planner will help them better coordinate their activities and responsibilities.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-increased-efficiency-of-consulting-teams\">Increased efficiency of consulting teams<\/h3>\n\n\n\n<p>Organized and structured teams create all the necessary conditions for more efficient collaboration, hence increasing <a href=\"https:\/\/nboldapp.com\/fr\/team-productivity\/\" target=\"_blank\" rel=\"noreferrer noopener\">team productivity<\/a>, and efficiency. Your consultants can focus entirely on their client and project without distracting themselves from organizing their collaborative workspace.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"4-advanced-microsoft-teams-templates-capabilities-for-management-consulting\">Advanced Microsoft Teams templates capabilities for management consulting<\/h2>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The type of template you wish to implement for your <a href=\"https:\/\/nboldapp.com\/fr\/how-to-use-microsoft-teams-in-business-consulting\/\" target=\"_blank\" rel=\"noreferrer noopener\">consulting teams<\/a> will depend on the nature of their activities and your organizational needs. In this article, we will see into Deal Room template dedicated to working on sales projects and delivering proposals.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-what-will-you-get\">What will you get?<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-focused-discussions-in-channels-\"><em>Focused discussions in channels<\/em><\/h4>\n\n\n\n<p>Define the stages of the deal collaboration process of your consulting teams and all the topics they work on and formulate them in channels of the original team that you will use as a template. To differentiate regular teams and the teams used as templates, call it <strong>Salle des march\u00e9s - Mod\u00e8le<\/strong>.<\/p>\n\n\n\n<p>Having a specific channel for each subject of your sales projects will allow your employees to have focused discussions and navigate easily through the content of the teams.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large is-resized\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/Deal-room-template.png\" alt=\"\" class=\"wp-image-7572\" width=\"314\" height=\"200\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/Deal-room-template.png 418w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/Deal-room-template-300x192.png 300w\" sizes=\"(max-width: 314px) 100vw, 314px\" \/><\/figure><\/div>\n\n\n\n<p>Here are some channel name ideas that you could use:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Planification<\/li><li>Commentaires<\/li><li>Propositions<\/li><li>Contracts<\/li><li>Mises \u00e0 jour pour les clients<\/li><\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-file-storage-and-collaboration-\"><em>File storage and collaboration<\/em><\/h4>\n\n\n\n<p>You can save your consultants\u2019 time and nerve by uploading all the documentation and files they may require for their work. That can be proposal templates, legal documents, guidelines, etc.<\/p>\n\n\n\n<p>You may also want to include your firm\u2019s playbook as a separate document or displayed in a <a href=\"https:\/\/nboldapp.com\/fr\/sharepoint-with-microsoft-teams-practical-information-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">SharePoint<\/a> site with detailed instructions of each step of the selling process from the first contact to receiving the paycheck.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-pre-built-tasks-\"><em>Pre-built tasks<\/em><\/h4>\n\n\n\n<p>Additionally, you can add a tab with <a href=\"https:\/\/nboldapp.com\/fr\/planner-with-microsoft-teams-effective-integration-with-teams-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">Planificateur<\/a> where you can pre-build tasks for every stage of the sales cycle. This will enable your team to better coordinate their work. They can divide responsibilities in a more efficient way, improving team performance.<\/p>\n\n\n\n<p>You will only need to create tasks in Planner once. All the teams created from Deal Room template will be pre-configured automatically.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.salestim.com\/wp-content\/uploads\/2020\/09\/D2B29511-E4CB-48AC-84EF-4703F4F9A7B6.png\" alt=\"\"\/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-connecting-with-communities-\"><em>Connecting with Communities<\/em><\/h4>\n\n\n\n<p>Your consultants can benefit from connecting with their colleagues from other locations and experts from other fields in your organization through <a href=\"https:\/\/nboldapp.com\/fr\/how-to-use-yammer-with-microsoft-teams\/\" target=\"_blank\" rel=\"noreferrer noopener\">Yammer<\/a> communities. Add the right community as a tab and empower your employees to share best practices and expertise.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-knowledge-sharing-with-sharepoint-sites-\"><em>Knowledge sharing with SharePoint sites<\/em><\/h4>\n\n\n\n<p>SharePoint sites serve as an ideal place for connecting teams to shared content and resources. There you can add your playbook for consulting, store and collaborate on files, share best practices, create, and manage lists of information, etc. Create a SharePoint site for your consulting teams and pin it as a tab in a corresponding channel for easier access.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.salestim.com\/wp-content\/uploads\/2020\/09\/Playbook.jpg\" alt=\"\"\/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-integrations-with-crms-\"><em>Integrations with CRMs<\/em><em><\/em><\/h4>\n\n\n\n<p>The great thing about Teams is that you can integrate any native and third-party app into its environment. For example, if your consulting firm uses <a href=\"https:\/\/nboldapp.com\/fr\/salesforce-with-microsoft-teams-the-full-list-of-use-cases\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce<\/a>, you can add it as a tab and work in the system right from Microsoft Teams without the need to juggle between the two tools.<\/p>\n\n\n\n<p>Moreover, with SalesTim advanced capabilities you can automate team creation from a specific template when a new account is added in Salesforce. <a href=\"https:\/\/www.salestim.com\/salestim-for-salesforce-with-microsoft-teams\/\">En savoir plus<\/a> about Teams and Salesforce integration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/Account-Creation-from-Salesforce-Presentation.gif\" alt=\"\"\/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-what-will-you-get-from-it-perspective\">What will you get from IT perspective?<\/h3>\n\n\n\n<p>Microsoft Teams Collaboration templates offer a number of advanced governance capabilities that answer key IT needs. Below we\u2019re explaining what policies you can apply at the template level. &nbsp;<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-set-up-a-naming-convention-\"><em>Set up a Naming convention&nbsp;<\/em><\/h4>\n\n\n\n<p>In some large organizations, there are thousands of teams created each year. Establishing naming rules, therefore, is key for effective management and navigation through teams. With Microsoft Teams Collaboration templates, you can configure <a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-naming-convention-a-complete-list-of-possibilities-to-improve-your-naming-strategy\/\" target=\"_blank\" rel=\"noreferrer noopener\">naming policies<\/a> at the template level so that each team created from a particular template is named in a defined way.<\/p>\n\n\n\n<p>You can add both fixed and dynamic attributes from Azure AD to your Naming convention. For example, for the Deal Room template, you can establish the following rules:<\/p>\n\n\n\n<p>Deal Room \u2013 Name of the deal (Name of the account) \u2013 <em>User location<\/em><\/p>\n\n\n\n<p>This way, when your users create a team from the template, its name could look like this:<\/p>\n\n\n\n<p>Deal Room \u2013 SalesTim \u2013 France<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-naming-1024x755.png\" alt=\"\" class=\"wp-image-7573\" width=\"768\" height=\"566\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-naming-1024x755.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-naming-300x221.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-naming-768x566.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-naming.png 1478w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-define-who-can-use-your-template-\"><em>Define who can use your template<\/em><\/h4>\n\n\n\n<p>You can also make sure only specific groups of people in your organization can see and access certain templates. That can be users of a particular country, department, job title, etc. To do so you&#8217;ll need to configure Audience targeting.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-audience-1024x461.png\" alt=\"\" class=\"wp-image-7574\" width=\"768\" height=\"346\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-audience-1024x461.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-audience-300x135.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-audience-768x346.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-audience.png 1500w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-limit-team-creation-with-an-approval-workflow-\"><em>Limit team creation with an Approval workflow&nbsp;<\/em><\/h4>\n\n\n\n<p>To have more control over team creation, you may want to establish an <a href=\"https:\/\/nboldapp.com\/fr\/team-creation-with-approval-workflow-in-microsoft-teams\/\" target=\"_blank\" rel=\"noreferrer noopener\">Processus d'approbation<\/a>. This way, whenever your users want to create a new team from a template, they will first need to send an approval request to assigned people.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-approval-1024x450.png\" alt=\"\" class=\"wp-image-7575\" width=\"768\" height=\"338\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-approval-1024x450.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-approval-300x132.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-approval-768x338.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-approval.png 1495w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-add-relevant-people-to-your-teams-\"><em>Add relevant people to your teams<\/em><em><\/em><\/h4>\n\n\n\n<p>You may want to make sure certain people are automatically added to newly created teams as owners and members. You can do it by setting up Permanent owners and members at the template level. This can be useful if the same employees are involved in each project or deal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"748\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-owners-1024x748.png\" alt=\"\" class=\"wp-image-7576\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-owners-1024x748.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-owners-300x219.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-owners-768x561.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-owners.png 1482w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"17-how-to-build-a-microsoft-teams-template-for-management-consulting\">How to build a Microsoft Teams template for Management Consulting<\/h2>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now that you\u2019ve created your original Deal Room team and added all the needed content let\u2019s move on to the next stage of the template creation process.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/office\/WA200001393?tab=Overview\">Install SalesTim app<\/a> from Microsoft Teams store. Keep in mind that only admins can manage the application.<\/li><\/ol>\n\n\n\n<p>2. Go to SalesTim tab on the left bar of your Teams environment, then select <strong>Catalog &gt; +New template<\/strong>.<\/p>\n\n\n\n<p>3. Look for the team you just created and start configuring governance policies.<\/p>\n\n\n\n<p>4. Set up naming, approval, audiences, compliance and security policies if needed, and click on <strong>\u00c9conomiser<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-governance-1024x539.png\" alt=\"\" class=\"wp-image-7571\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-governance-1024x539.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-governance-300x158.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-governance-768x404.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/deal-room-governance.png 1492w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To create a new team from the template, your users will need to head over to <strong>Accueil<\/strong> tab, click on <strong>+New team<\/strong>, and choose the right template.<\/p>\n\n\n\n<p>Your consultants will have a structured collaboration workspace with all the content and tools ready at place to work efficiently on sales deals.<\/p>\n\n\n\n<p>If you wish to see how your organization can benefit from Microsoft Teams Collaboration templates, <a href=\"https:\/\/nboldapp.com\/fr\/try-salestim\/book-a-meeting\/\" target=\"_blank\" rel=\"noreferrer noopener\">book a presentation<\/a> with us and we\u2019ll find a solution for your specific business needs.<\/p>","protected":false},"excerpt":{"rendered":"<p>These days no consulting company can go without digital collaboration tools, such as Microsoft Teams, to manage their operations and employees. They offer a variety of capabilities that enable a smooth and efficient collaboration around any subject. At the same time, the nature of work of consulting firms requires them to constantly create new teams [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":7569,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[283],"tags":[156,70],"class_list":["post-7568","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft-teams-templates","tag-microsoft-teams-for-consulting","tag-microsoft-teams-template"],"featured_image_src":"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/06\/businessmen-using-computer-laptop-P5E83LH-scaled.jpg","author_info":{"display_name":"Alexandre Cipriani","author_link":"https:\/\/nboldapp.com\/fr\/author\/acipriani\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Microsoft Teams Template for Management Consulting - 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