How to Share Your Screen and Record a Meeting in Microsoft Teams

Applies To

• Customer Support team and other departments using Teams for collaboration

Summary

Learn how to share your screen during a Teams meeting and record the session for future reference. This guide includes step-by-step instructions and best practices.

Steps

1. Share Your Screen

1. Join or Start a Meeting
   • Open Microsoft Teams and join the meeting.
   • Click "Get a Link to Share"
   • Call the client from Zendesk and share the link with the client.
   • Click "Start Meeting" (wait for client to jon)

2.Click the Share Button

• Look for the Share icon (upward arrow) at the top of the meeting window.

Select What to Share

• Choose Screen (entire display) or Window (specific app).

1. Confirm Sharing
   • Ensure participants can see your shared content.

2. Record the Meeting

1. Start Recording
   • Click More Actions (···) > Start Recording.
2. Notify Participants
   • Teams automatically alerts everyone that recording has started.
3. Stop Recording
   • Click More Actions (···) > Stop Recording when finished.
4. Access the Recording
   • Recording is saved to OneDrive/SharePoint or Microsoft Stream based on company settings.
   • Share the link or attach it to Zendesk tickets for reference.

Best Practices

• Verify you have recording permissions.
• Close sensitive documents before sharing your screen.
• Use a stable internet connection for smooth sharing and recording.

FAQ

Q: Where can I find the recording after the meeting?
A: It will appear in the meeting chat and be stored in OneDrive or SharePoint.

Q: Can guests record meetings?
A: No, only authorized users can start recordings.