Choose your scenarios for Microsoft 365 for frontline workers

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  Microsoft Teams, Microsoft 365 for frontline workers

Microsoft 365 for frontline workers can help you connect and engage your workforce, enhance workforce management, and increase operational efficiency. There are several solution areas that can help you achieve these goals.

Think of Microsoft 365 foundational security and device management capabilities as setting a secure baseline, on which you can build scenarios that enable, empower, and transform your frontline business. You can use the capabilities included with Microsoft 365 for frontline workers, from Microsoft Teams, to SharePoint, Viva Connections, Viva Engage, and Power Platform, or add in solutions from our partners in the digital ecosystem to connect with existing systems or create custom solutions for your business.

Download a poster with scenario overviews

Use these scenario overviews to start envisioning what your organization can do with Microsoft 365 for frontline workers, and then follow the links to find out how to implement these scenarios.

Item	Description
PDF | Visio Updated April 2024	This poster provides an overview of the scenarios you can implement for your frontline workforce to increase communications, enhance wellbeing and engagement, train and onboard your workers, and manage your workforce and operations.

Communications

Communications solutions connect your frontline workers and allow them to collaborate with each other, with others in the organization, and with your customers.

Scenario	Description	Services	Teams apps
Team communication and collaboration	Help your frontline workforce communicate within their store, shift, or team with Microsoft Teams. Viva Connections helps you create a dashboard that puts the information they need front and center on their devices, so they can reach out whenever they need to.	Teams Outlook SharePoint Power Platform and Power Apps	Approvals, Chat, Files, Lists, Meet, Planner, Praise, Shifts, Walkie Talkie, Viva Connections
Corporate communications	Employee engagement is a significant contributor to workplace satisfaction, loyalty, and productivity at any organization. Learn how to keep everyone informed and engaged using SharePoint, Teams, and Viva Engage. Bring it all together with Viva Connections.	Teams Outlook SharePoint	Meet, Viva Engage, Viva Connections

Wellbeing & engagement

Nurture a sense of belonging with your frontline employees by helping them engage with your entire organization.

Scenario	Description	Services	Teams apps
Engage your employees and focus on employee wellbeing	Build deeper connections across your organization and create an inclusive workplace.	Teams SharePoint	Viva Engage, Viva Connections, Praise

Training & onboarding

Promote continual growth for your employees and encourage knowledge sharing and exchange.

Scenario	Description	Services	Teams apps
Onboard new employees	Make new employee onboard a great experience by fostering an all-in-one hybrid work environment where new employees can find important resources, meet people in their organization, and prepare to be successful in their new role.	SharePoint	Lists, Viva Learning, Viva Connections, Viva Engage
Ongoing training	After they're onboarded, help your workforce keep their skills up to date with ongoing training in Viva Learning.	SharePoint	Viva Learning, Viva Connections, Viva Engage

Schedule management

Simplify and streamline schedule coordination with your frontline workforce. Gain visibility into their schedules and enable them to arrange for cover and leave.

Scenario	Description	Services	Teams apps
Schedule your teams with Shifts	Use Shifts and Shifts connectors to schedule your teams and connect with your workforce management tools.	Teams	Shifts

Digitized processes

Drive operational efficiency by digitizing paper-based processes and automating routine, repetitive steps.

Scenario	Description	Services	Teams apps
Simplify business processes	Use task publishing to create standard processes across sites, Lists to manage information and track ongoing processes, and streamline requests with Approvals. Automated workflows can speed up and automate actions, like collecting data or routing notifications.	Teams Power Platform	Planner, Lists, Approvals

Virtual Appointments

Use the Virtual Appointments app and Microsoft Teams to schedule, manage, and host virtual appointments with clients and customers. You can integrate Forms with your virtual appointments to get the right information about your customers, or as part of your customer support experience to learn what your customers need.

Watch the following video for an overview of the virtual appointments experience in Teams:

More information: Virtual Appointments with Microsoft Teams

More scenarios and solutions with the digital ecosystem

The scenarios described earlier in this article can be achieved with out-of-the-box capabilities from Microsoft. You can extend even further with third-party apps in AppSource and custom apps that you or our partners build for you with Power Platform, Teams, and Viva extensibility.

Learn more about third-party apps in Teams at Overview of third-party apps in Microsoft Teams.

Power Platform integration

Quickly build custom apps and digital tools for Microsoft Teams, with little or no development experience using the Power Platform.

• Power Apps: Create custom apps to digitize processes and improve efficiency.
• Power Automate: Automate repetitive tasks and connect data to improve agility and productivity.
• Power BI: Discuss and visualize data to align teams and confidently make data-driven decisions.

Microsoft Copilot Studio

With Microsoft Copilot Studio, you can quickly create powerful AI-powered copilots using a guided, no-code graphical experience. Give your frontline access to the help they need. Automate frequently asked questions, common business processes, and more.

Custom apps built on the Teams platform

With code from scratch or by using templated and sample code, you can build custom apps on the Teams platform.

• Developer tools: Enjoy frictionless app development with our set of Microsoft Teams toolkits.
• Extensibility points: Expand the reach of your app with tabs, bots, and messaging extensions.
• UI Elements: Create rich experiences with adaptive cards, task modules, and notifications.
• APIs: Use Microsoft Graph to enhance apps inside and outside of Teams.

Viva Connections extensibility

Many components of the Viva Connections experience can be customized and extended. Learn more about Viva Connections extensibility.