The Relationship between Microsoft Teams and SharePoint: Understanding the Integration

Daniel Anderson
28 Jan 202314:22

Summary

TLDRThis video by Daniel Anderson explores the relationship between Microsoft Teams and SharePoint, clarifying the common misconception that files are stored within Teams. It explains that every Team has an associated SharePoint site, where files are actually stored. The video demonstrates how files are accessed through Teams but reside in SharePoint, and how creating a new channel in Teams automatically creates a corresponding folder in SharePoint's document library. It also covers how to add additional document libraries as tabs within Teams for easier access to the entire document structure.

Takeaways

  • 📚 Microsoft Teams channels have a 'Files' tab where files are accessed and managed.
  • 🔗 The files in Microsoft Teams are actually stored in a linked SharePoint site, not within Teams itself.
  • 🏢 Every Microsoft Team is connected to a SharePoint site, which serves as the backend for file storage.
  • 📁 Each channel in Teams has a corresponding folder in the SharePoint document library, created automatically when a channel is made.
  • 🖥️ Users can open the Files tab in SharePoint to see the underlying files and folders associated with a Teams channel.
  • 🔄 When a new channel is created in Teams, a new folder is automatically created in the SharePoint document library.
  • 📂 Users can create folders in Teams that are not linked to any channel, which exist in the SharePoint document library but not in the channel structure.
  • 🔄 Renaming a channel in Teams will also rename the corresponding folder in the SharePoint document library.
  • 🗂️ SharePoint sites have a default document library, but users can create additional document libraries as needed.
  • 📝 The additional document libraries in SharePoint can be added as tabs in Teams for easier access.
  • 🌐 The Files tab in the General channel of Teams provides a way to navigate through the entire document library structure of the SharePoint site.

Q & A

  • What is the primary topic of the video?

    -The primary topic of the video is the relationship between Microsoft Teams and SharePoint, specifically how files are integrated and managed within Microsoft Teams.

  • Where are the files in Microsoft Teams actually stored?

    -The files in Microsoft Teams are actually stored in a SharePoint site that is associated and linked to the Microsoft Team.

  • What is the default library in every SharePoint site?

    -Every SharePoint site has a default document library where all the documents are stored.

  • What happens when a new channel is created in Microsoft Teams?

    -When a new channel is created in Microsoft Teams, a new folder is automatically created inside the SharePoint document library associated with that team.

  • Can you access the SharePoint site directly from the Files tab in Microsoft Teams?

    -Yes, you can open the Files tab in Microsoft Teams to access the linked SharePoint site directly.

  • How does the creation of a new channel in Microsoft Teams affect the SharePoint document library?

    -Creating a new channel in Microsoft Teams creates a new folder in the SharePoint document library, which is linked to that channel.

  • What is the difference between a folder in a channel and a folder outside of channels in SharePoint?

    -A folder in a channel is linked to a specific channel in Microsoft Teams, while a folder outside of channels is part of the SharePoint document library but not directly linked to any channel.

  • Can you upload files directly to the SharePoint site instead of through Microsoft Teams?

    -Yes, you can upload files directly to the SharePoint site, and they will also appear in the corresponding channel in Microsoft Teams if the folder is linked.

  • What happens when you rename a channel in Microsoft Teams?

    -When you rename a channel in Microsoft Teams, the linked folder in the SharePoint document library is also renamed to reflect the new channel name.

  • Can you add multiple document libraries to a SharePoint site?

    -Yes, you can create multiple document libraries within a SharePoint site, each serving different purposes or containing different types of documents.

  • How can you bring a document library into a channel in Microsoft Teams if it's not linked by default?

    -You can add a tab to a channel in Microsoft Teams and link it to a document library by using the SharePoint link feature, which allows you to navigate to the desired document library.

  • What is the purpose of the Files tab in Microsoft Teams?

    -The Files tab in Microsoft Teams acts as a front end to the SharePoint document library, allowing users to access, upload, and manage files that are stored in the linked SharePoint site.

Outlines

00:00

🔗 Understanding Microsoft Teams and SharePoint Integration

This paragraph introduces the topic of the video, which is the relationship between Microsoft Teams and SharePoint. The speaker, Daniel Anderson, aims to clarify the confusion around file storage and interaction within Microsoft Teams. He explains that every channel in Microsoft Teams has a 'files' tab, and the files within these tabs are actually stored in a linked SharePoint site. The paragraph sets the stage for a deeper dive into the integration points and the foundational understanding of how Microsoft Teams and SharePoint work together.

05:02

📚 Exploring the Files Tab and SharePoint Document Libraries

In this paragraph, the video script delves into the specifics of the 'files' tab in Microsoft Teams and how it relates to SharePoint's document libraries. The script explains that each channel in Teams is associated with a folder in the SharePoint document library, and that creating a new channel automatically creates a new folder in the library. The speaker demonstrates this by creating a new channel called 'end of year reporting' and showing how files uploaded through Teams appear in the corresponding SharePoint folder. The paragraph also touches on the ability to create new folders within the document library that are not linked to any specific channel.

10:04

📁 Navigating Document Libraries and Channels in Teams

This paragraph continues the exploration of the relationship between Microsoft Teams and SharePoint, focusing on how to navigate and interact with document libraries and channels. The script describes how files uploaded through the Teams interface are actually stored in SharePoint, and how the Teams interface serves as a front end to the SharePoint document library. The speaker also discusses the ability to create new folders in SharePoint that are not linked to any channel, and how to bring additional document libraries into Teams as tabs. The paragraph concludes with a demonstration of navigating through the entire document library structure from within Teams, emphasizing the seamless integration between the two platforms.

Mindmap

Keywords

💡Microsoft Teams

Microsoft Teams is a platform that combines workplace chat, video meetings, file storage, and application integration. It is central to the video's discussion as it is the interface through which users interact with files and collaborate. The script explains that every channel in Microsoft Teams has a 'files tab', which is where users access and manage their documents, though the actual storage happens in a linked SharePoint site.

💡SharePoint

SharePoint is a web-based collaborative platform that integrates with Microsoft Office. It is used for document management, storage, and collaboration. In the context of the video, SharePoint is the backend system where files accessed through Microsoft Teams are actually stored. The script clarifies that each Microsoft Team is associated with a SharePoint site, and files in Teams' channels are stored in SharePoint document libraries.

💡Files Tab

The 'files tab' in Microsoft Teams is a feature that allows users to access and manage files within a specific channel. The video emphasizes that while users interact with files through this tab in Teams, the files are physically stored in a SharePoint site associated with the team. This tab serves as a window to the files stored in SharePoint.

💡Document Library

A document library in SharePoint is a central repository for storing, organizing, and managing documents. The video script mentions that every SharePoint site has a default document library where documents are stored. When a new channel is created in Microsoft Teams, a new folder is created in the SharePoint document library, linking the channel's files to the library.

💡Channels

Channels in Microsoft Teams are dedicated spaces where teams can have focused conversations and collaborate on specific topics. The script explains that each channel in a Microsoft Team has a corresponding folder in the SharePoint document library, which stores the files associated with that channel.

💡Folders

Folders in the context of the video refer to the organizational units within SharePoint document libraries and Microsoft Teams channels. The script demonstrates that new folders can be created in SharePoint, which can then be linked to specific channels in Teams, or exist independently of any channel, providing a way to organize and manage files.

💡Integration

Integration in this video refers to the seamless connection between Microsoft Teams and SharePoint, allowing users to manage files through Teams while they are stored in SharePoint. The script illustrates how this integration works, showing that actions in Teams, such as creating a new channel or renaming a folder, reflect in the associated SharePoint document library.

💡Tabs

Tabs in Microsoft Teams are customizable components that can be added to a team to provide quick access to frequently used tools and information. The video shows how a SharePoint document library can be added as a tab in a team, providing a direct link to the library and making it easier for team members to access and manage documents.

💡Document Management

Document management is the process of organizing, storing, and retrieving documents in an efficient and secure manner. The video script discusses how Microsoft Teams and SharePoint work together for document management, with Teams providing the interface and SharePoint handling the storage and organization of documents.

💡Collaboration

Collaboration in the video is about how teams work together using Microsoft Teams and SharePoint. The script highlights that the integration of these platforms facilitates collaborative work by providing a unified platform for accessing, sharing, and editing documents, which is crucial for team productivity.

💡Navigation

Navigation in the context of the video refers to how users can move through the document libraries and folders in SharePoint from within Microsoft Teams. The script demonstrates that users can navigate the entire structure of the SharePoint site, including additional document libraries, directly from the files tab in Teams, enhancing the user experience in accessing and managing files.

Highlights

The video discusses the fundamental relationship between Microsoft Teams and SharePoint, focusing on file collaboration.

Microsoft Teams channels have a 'Files' tab, which is linked to a SharePoint site.

Files stored in Teams are actually located in a SharePoint site associated with the Team.

Every SharePoint site has a default document library where documents are stored.

Creating a new channel in Teams creates a new folder in the SharePoint document library.

Files in Teams are accessed through a window to those files stored in SharePoint.

Microsoft Teams serves as the front end, while SharePoint provides the content services.

Demonstration of uploading files through Teams and their appearance in the linked SharePoint site.

Files uploaded to SharePoint are also visible in the corresponding Teams channel.

Creating subfolders in Teams creates corresponding folders in SharePoint.

Renaming a channel in Teams also renames the associated folder in SharePoint.

A new document library can be created in SharePoint and added as a tab in Teams.

The 'Files' tab in Teams allows navigation through the entire SharePoint document library.

Files and folders not in a channel can exist in the SharePoint document library outside of Teams.

The video clarifies that files are not stored in Teams itself, but in the integrated SharePoint site.

The Teams interface provides access to SharePoint's document management capabilities.

The video concludes by reinforcing the collaborative nature of file management between Teams and SharePoint.

Transcripts

play00:02

g'day there everyone Daniel Anderson

play00:04

here welcome to this episode now this

play00:07

video is going to be on a topic that I

play00:10

reckon this question comes up over and

play00:13

over and over and over again and it is

play00:15

something that people have tried to

play00:17

explain before

play00:18

um but it's something that is really

play00:20

fundamental to Microsoft teams and how

play00:24

you interact and use and collaborate on

play00:28

your files inside of Microsoft teams so

play00:31

what we're going to have a look at here

play00:32

and walk through and have a talk about

play00:34

is the relationship with Microsoft teams

play00:37

and SharePoint alright so let's get the

play00:40

foundational things uh ingrained first

play00:43

some awareness some learning so that

play00:45

you've got an understanding of this

play00:47

concept and what the interaction what

play00:49

the relationship is and what the

play00:52

um the integration points are with

play00:54

Microsoft teams and SharePoint okay so

play00:57

the first thing we're going to talk

play00:58

about is the files tab so inside of of

play01:02

Microsoft teams every single channel has

play01:05

its own files tab now a lot of confusion

play01:08

is around where people are saying oh we

play01:11

store our files in Microsoft teams other

play01:14

files are in teams we access our files

play01:16

through teams and that's all uh true but

play01:18

underlying where the files are actually

play01:21

located is in a SharePoint site that is

play01:25

associated and linked to that Microsoft

play01:27

team so every single Microsoft team has

play01:31

an Associated and uh connected

play01:33

SharePoint site and the files tab of

play01:37

every single channel the files that are

play01:40

in there actually reside and get stored

play01:43

in the in that linked SharePoint site so

play01:45

it's not actually in Microsoft teams

play01:48

itself you're just accessing and you're

play01:51

surfacing and it's a window to those

play01:53

files that are living inside of

play01:55

SharePoint now while we're on that topic

play01:59

every single SharePoint site has a

play02:02

default documents library now a

play02:05

documents library is where all of the

play02:07

documents are stored inside of

play02:09

SharePoint now whenever a new channel is

play02:12

created inside of Microsoft teams a new

play02:16

folder is created inside of that

play02:19

SharePoint document library and it's the

play02:21

default document library of that

play02:23

SharePoint site so let's stop there and

play02:26

we're going to jump into a demo and have

play02:28

a look at how that all operates so we

play02:31

can see here I'm in Microsoft teams and

play02:34

I'm in this sales and marketing

play02:35

Microsoft team now behind the scenes and

play02:39

what I'm going to do is I'm going to

play02:40

jump into the general Channel and I'm

play02:41

going to hop into the files tab of this

play02:44

General channel so we can see here that

play02:47

there's no files in there right now okay

play02:49

but you will also notice that I can open

play02:52

this open this up in SharePoint now when

play02:56

I open in SharePoint it's going to open

play02:58

up that LinkedIn SharePoint site that is

play03:01

associated with that team so it's

play03:03

sitting in the background so Microsoft

play03:05

think of Microsoft teams as the as the

play03:07

front end whereas SharePoint is the

play03:10

content services so it's it's serving up

play03:12

those documents to your team now we can

play03:15

see here we're in a SharePoint team site

play03:17

left hand side here we've got the

play03:20

documents Library okay and you can see

play03:22

that this documents Library here is uh

play03:26

combined with some folders and we've got

play03:28

two

play03:29

um expandable options here we've got one

play03:32

that says in channels and you can see

play03:34

here that these are the folders here

play03:36

that are in uh that are associated to

play03:40

the channels in teams because we can

play03:42

have files and folders that aren't in a

play03:45

in a channel itself and they can live

play03:47

outside of those channels in that same

play03:50

document library because we can see here

play03:52

that we've got let's say product

play03:54

marketing so product marketing is a

play03:57

folder that's not in a Channel all right

play03:59

it's just living in that document

play04:00

library now if I jump back into sales

play04:04

and marketing here and I'll just

play04:06

um let's first of all let's create a new

play04:08

channel and let's see what happens

play04:11

so I'm going to click the three little

play04:12

dots and I'm going to add a channel and

play04:16

let's go for uh end of year reporting

play04:22

okay so we'll create a channel called

play04:24

end of year reporting we'll just leave

play04:26

it as a standard Channel and we'll add

play04:28

that to this team so that's now creating

play04:30

that channel now behind the scenes what

play04:32

that is actually doing is creating a new

play04:36

document Library sorry a new folder in

play04:39

that document Library so you can see

play04:41

here new folder end of year reporting in

play04:44

channels we'll now have a folder here

play04:46

called end of year reporting all right

play04:50

so if I add some files to this channel

play04:54

now so if I drag and drop some files I

play04:56

just grab some demo docs and if we drag

play04:59

and drop some files what you're going to

play05:01

notice is that they're going to upload

play05:05

first of all now they're going to upload

play05:07

into this interface which is Microsoft

play05:09

teams but remembering they're actually

play05:11

being uploaded and added to this

play05:13

SharePoint site so we'll jump into the

play05:15

SharePoint side of things for the sales

play05:17

and marketing team we'll go into end of

play05:20

year reporting and you can see here

play05:22

there's the documents that I've just

play05:24

uploaded through the Microsoft teams

play05:26

interface

play05:27

similarly if I upload documents here to

play05:31

through the SharePoint interface and I'm

play05:34

inside this end of year reporting folder

play05:36

we can see that those have now been

play05:38

added and uploaded if I go back to the

play05:40

end of year reporting Channel you can

play05:43

see that those files are also there all

play05:46

right so the Microsoft teams interface

play05:49

is the front end to that SharePoint

play05:51

document Library every single channel

play05:53

that we create in Microsoft teams create

play05:56

a folder that's a so that's linked to

play06:00

um the the channel itself and the files

play06:02

tab in that channel we can create new

play06:04

folders inside of here it's going to

play06:06

create new folders inside of the end of

play06:09

your reporting folder so it's like a sub

play06:11

folder so if I go folder

play06:14

inside end of year from teams all right

play06:19

so I've created it from teams it's a new

play06:22

folder it's inside the end of year

play06:24

reporting so if I jump back into here

play06:26

what we'll notice here is that this new

play06:29

folder has now been created all right so

play06:32

every single channel gets a new folder

play06:34

but you can create new folders that are

play06:37

outside of those channels so we've only

play06:40

got three that are a link to the

play06:42

channels in teams but I can create a new

play06:44

folder here

play06:46

um outside of teams

play06:49

out of teams it's not linked to any

play06:52

channel okay but it's still in the same

play06:54

document Library so if I jump back into

play06:57

interview reporting it's not in there

play06:59

it's not in general and it's not in

play07:02

reports so that's living outside of the

play07:06

channel structure all right even though

play07:08

I've created a new folder it doesn't

play07:11

associate that or it doesn't create a

play07:13

new channel so it's when you create a

play07:15

new channel it creates a new folder but

play07:18

not when you create a new folder does it

play07:20

create a new channel from the other way

play07:22

all right now what happens if we rename

play07:26

a folder so I rename a channel sorry

play07:30

well if I think this is too long or I

play07:33

need to change it uh let's rename so

play07:36

we'll edit this channel

play07:38

we'll go end of year reports instead of

play07:40

reporting so we'll go into view reports

play07:43

and we'll save that now

play07:46

previously this channel was linked to

play07:49

that folder name now what happens in the

play07:51

background here is we've still got this

play07:54

end of year reporting if I refresh this

play07:57

what we're going to notice is that that

play07:59

folder is going to be renamed as well

play08:02

and that reflects the new

play08:04

um the new name of the channel so it's

play08:07

it links in that way okay now we can

play08:12

also now that's just a single document

play08:14

Library so inside of SharePoint this

play08:16

documents Library always comes with a

play08:19

brand new SharePoint site it's the

play08:20

default one now what if we want to add

play08:22

new document libraries because one of

play08:24

the parts of SharePoint is the fact that

play08:27

one of the features is the fact that we

play08:29

can create multiple document libraries

play08:31

so we can say new document Library let's

play08:34

call this policies

play08:37

now it's in the same site so we're still

play08:40

in the sales and marketing site this

play08:42

site is still connected to Microsoft

play08:43

teams so the sales and marketing team

play08:45

here but that new document Library isn't

play08:49

Associated to or isn't linked to any

play08:51

channel or anything like that it's just

play08:53

separate it's in the SharePoint site but

play08:55

it's separate now we can bring that into

play08:58

a channel if we wanted to so I'll jump

play09:01

onto the general Channel and if we hit

play09:03

the plus button here we can add a tab

play09:06

all right so we don't have to go out to

play09:08

SharePoint we can actually add a tab

play09:11

inside of this same team now it's not

play09:13

linked to any channel though so I can

play09:16

say let's bring in an additional

play09:18

document Library here all right so user

play09:21

SharePoint link all right let's

play09:24

um

play09:26

let's go use a SharePoint link we'll

play09:29

type we'll grab the URL of this Library

play09:32

which is policies so we'll copy this

play09:36

and then what we can do here is we can

play09:39

paste that

play09:40

actually we don't even need that so we

play09:43

can go the name of the site and then

play09:45

click

play09:47

next and then we can choose the document

play09:50

library to add as this tab so I'm going

play09:53

to turn this off and let's click

play09:54

policies and let's click next and let's

play09:57

go our

play10:01

policies

play10:03

and we'll save that like so

play10:06

okay so what that's doing now is now

play10:09

linking or bringing in that document

play10:11

Library as a tab inside of teams all

play10:14

right so same thing here is I can drag

play10:17

and drop

play10:18

inside here it's going to upload those

play10:21

files although it looks like I'm in

play10:23

teams I'm interacting with the

play10:24

SharePoint document Library that's in

play10:26

the background you can see here it's a

play10:27

little bit of a different view right I

play10:30

don't get the entire functionality like

play10:32

we do with with the files tab here all

play10:35

right but we do have that additional

play10:39

library in there now we can also if I

play10:42

jump back into files what you might see

play10:45

here is this breadcrumbs view so I can

play10:50

go back to the top level of documents so

play10:53

that the high level and to the what we

play10:55

call commonly known as the root level of

play10:58

the document Library so now I can

play11:01

actually navigate through my document

play11:03

Library go up and down inside and

play11:06

outside any additional folders because

play11:07

we can see here there's a folder that's

play11:10

outside of teams so I can still get to

play11:13

those folders even though they're not

play11:15

associated to a channel you also may

play11:18

have noticed the ability here

play11:20

to be able to move between if I refresh

play11:24

this

play11:25

like so

play11:27

and we'll wait for that to reload

play11:30

which it has done right now we can

play11:32

navigate additional document libraries

play11:35

directly from this files tab so we can

play11:38

see here in this new drop down I can go

play11:41

straight to my policies whereas before I

play11:44

actually added that document Library as

play11:46

a tab inside of teams inside of this

play11:49

channel but we can in actual fact

play11:51

navigate and use just this files tab to

play11:56

actually navigate our way through our

play11:58

entire document library or additional

play12:01

document libraries that we have had or

play12:04

we have provisioned or we have created

play12:05

inside the SharePoint site that is uh

play12:09

sitting in the background and serving up

play12:11

all of our documents all right so not

play12:14

only in that files tab e are the

play12:17

documents that are um that are part of

play12:20

that channel

play12:21

we can actually navigate our way through

play12:24

the entire

play12:26

um uh SharePoint site sites document

play12:29

libraries from within the files tab and

play12:31

that's to that that's any files tab as

play12:33

well so if I jump back into the end of

play12:36

year reports jump into files okay

play12:39

remembering the default view here we're

play12:41

entering in that folder called end of

play12:43

year reports okay so inside of this

play12:47

channel where we're directed directly to

play12:50

that folder and you'll also notice that

play12:52

we can't navigate our way through all

play12:54

right that is only available in that

play12:57

General channel so we enter in the

play12:59

general Channel and we go to the files

play13:01

tab and what we'll see here is the

play13:04

ability for us to now go through our

play13:07

entire

play13:09

um our entire uh Library structures

play13:12

inside the SharePoint site behind

play13:14

Microsoft teams

play13:16

Okay so

play13:18

there's a high level overview of the

play13:22

relationship between your Microsoft team

play13:26

its channels and also with us the files

play13:29

are stored uh that are part of that that

play13:32

Microsoft team and quite often people

play13:36

think that they're actually storing

play13:38

their files inside of Microsoft teams

play13:40

where in actual fact the linked and

play13:44

integrated SharePoint site and it's a

play13:46

full-blown Microsoft uh SharePoint team

play13:49

site that sits in the background is

play13:51

serving up the documents to the

play13:53

Microsoft team so the team acts as the

play13:56

front end and you're just accessing and

play13:58

surfacing those documents from the back

play14:00

end of the sharepoints experience so I

play14:04

hope that brings you some value and I

play14:05

hope that explains that that files

play14:08

relationship between Microsoft teams uh

play14:11

your channels and also SharePoint in the

play14:13

background thanks for watching I hope

play14:16

that brings us some value and I'll see

play14:18

you next time

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