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Hidden Gems: Unveiling Microsoft's Lesser-Known Collaboration Tools

In the fast-paced world of digital collaboration, Microsoft offers a robust suite of tools designed to enhance teamwork, productivity, and communication. While many are familiar with popular tools like Microsoft Teams and SharePoint, there are several lesser-known collaboration tools within the Microsoft ecosystem that can significantly boost organizational efficiency. This article explores some of these hidden gems, including Planner, Power Automate, Forms, and Loop, just to name a few.

Microsoft Planner: Task Management - Simplified

Microsoft Planner is a task management tool designed to help teams organize and track their work efficiently. Integrated seamlessly with Microsoft Teams, Planner allows users to create plans, assign tasks, set due dates, and monitor progress through various views such as boards, charts, and schedules. Its intuitive interface and real-time updates make it an ideal choice for managing projects and daily tasks within a team setting.

Key Features

  • Kanban-style boards: Visualize tasks and their progress.
  • Task assignment and tracking: Assign tasks to team members with due dates and status updates.
  • Progress charts and reports: Monitor team performance and project milestones.

Microsoft Whiteboard: Collaborative Brainstorming

Microsoft Whiteboard is a digital canvas that facilitates real-time collaboration, making it perfect for brainstorming sessions, planning, and creative thinking. Users can draw, write, and add elements like images and sticky notes, all while collaborating with team members in real time, regardless of their location. Its infinite canvas and support for multiple input methods make it a versatile tool for visual collaboration.

Key Features

  • Infinite canvas: Provides unlimited space for ideas and creativity.
  • Real-time collaboration: Multiple users can work simultaneously on the same board.
  • Support for pen, touch, and keyboard: Accommodates various input methods for flexibility.

Microsoft Stream: Video Management for Business

Microsoft Stream is a full-fledged video platform that allows users to record, upload, share, and manage videos within the Microsoft 365 ecosystem. It is particularly useful for organizations that rely heavily on video content for training, communication, or documentation, but even if you only have a few videos to share, Stream has you covered. Additionally, Stream’s integration with other Microsoft apps and its accessibility features makes it a powerful tool for video-based collaboration.

Key Features

  • Video uploading and sharing: Easily share videos with team members or external partners.
  • Automatic transcription and captions: Enhance accessibility with auto-generated transcripts.
  • Video analytics: Track viewer engagement and video performance.

Viva Engage (Formerly Yammer): Social Networking for the Workplace

I hear you, “Not another social network!” you say? Okay, let’s take a step back. While there are numerous ways to scratch your social media itch outside of work, Viva Engage (previously known as Yammer), is a social networking platform designed for organizations. It enables employees to connect, share information, and collaborate across the entire company, fostering a sense of community and knowledge sharing. Its social media-like interface makes it easy for users to adopt and engage with colleagues, and stay informed about what is happening in the company. There’s also a case to be made for creating a company intranet in Viva. Is your social network interest piqued?

Key Features

  • Company-wide and group-specific networks: Create communities for departments or interests.
  • Posting and sharing: Share updates, ask questions, and upload files.
  • Following topics and experts: Stay updated on relevant discussions and expertise.

Power Automate: Automating Workflows

Power Automate is a power-ful tool for automating workflows and integrating different applications and services. It allows users to create automated processes that save time and reduce manual effort, making it an essential tool for streamlining business operations. Gone are the days of needing to outsource automation between certain platforms and apps. With its extensive library of connectors, now YOU can leverage Power Automate to integrate with both Microsoft and third-party apps together.

Key Features

  • Visual workflow creation: Build workflows without coding using a drag-and-drop interface.
  • Hundreds of connectors: Integrate with apps like SharePoint, Dynamics 365, and Salesforce.
  • Triggers and actions: Automate tasks based on specific events or conditions.

Microsoft Forms: Surveys and Quizzes Made Easy

Microsoft Forms is a simple, yet effective tool for creating surveys, quizzes, and polls. It is ideal for gathering feedback, conducting assessments, or collecting data from customers or team members (more on this later). Its user-friendly interface and focus on speed for creating your form, make it an indispensable tool for collecting information. And on the back end, the data loads into an Excel spreadsheet, for additional functionality, such as using Power Automate to act on data added as a response.

Key Features

  • Easy form creation: Design forms with various question types and customizable themes.
  • Real-time response collection: View responses as they are submitted.
  • Data analysis and export: Use built-in analytics or export to Excel for further analysis.

Microsoft Loop: The Future of Co-Creation

The latest addition to the Microsoft 365 suite, and arguably my favorite of Microsoft’s tools to date, is Microsoft Loop. Designed to bring varied team members, content, and tasks together in a fluid, and collaborative workspace, Loop’s flexibility allows it to be a lot of what teams need, quickly. A platform to create and share interactive workspaces that can be dropped into different Microsoft apps, enabling seamless collaboration, right from emails or even Teams messages. Kanban project boards with sub-projects and task lists? Polls? Retrospectives? It’s all here, fast to set up, and faster to collaborate.

Key Features

  • Portable components: Create lists, tables, notes, and many more items that sync across apps like Teams and Outlook.
  • Flexible workspaces: Organize projects and tasks in customizable shared spaces.
  • Real-time co-authoring: Collaborate on content simultaneously with team members.

Microsoft’s lesser-known collaboration tools offer a wealth of features that can enhance productivity, improve communication, and streamline workflows within organizations. From task management with Planner to video sharing with Stream, and from social networking with Viva Engage to workflow automation with Power Automate, these tools provide versatile solutions for various collaboration needs. Microsoft Forms simplifies data collection, while Microsoft Loop represents an innovative approach to co-creation with its flexible workspaces. By exploring and utilizing these hidden gems, teams can work more efficiently and effectively, ultimately driving better results for their organizations.

Are you interested in leveraging Microsoft's 365 suite for your Toledo area business? Please get in touch with us today and we will walk you through what's possible, and how DMC Technology Group can help scale your business with Microsoft 365.

Jason Hood

President, DMC Technology Group

Jason Hood brings over 30 years of IT leadership to DMC, having successfully guided companies through transformative business initiatives across a range of industries.

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toledo, ohio 43617

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