Choose your scenarios for 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 |
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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 |
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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 |
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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 |
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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 |
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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.