在系統管理中心使用團隊財務範本Use Teams financial templates in the admin center

團隊範本可讓您透過提供預先定義的設定、通道及預先安裝應用程式範本,快速且輕鬆地建立團隊。Teams templates allow you to quickly and easily create teams by providing a predefined template of settings, channels, and pre-installed apps.

團隊範本有預先建立的小組結構定義,專為圍繞財務需求而設計。Teams templates have pre-built definitions of team structures designed around financial needs. 您也可以延伸團隊範本,建立專為您特定組織需求量身定制的小組。You can also extend the Teams templates to create teams that are tailored to your specific organizational needs.

在本文中,我們將介紹每個團隊範本,並建議如何使用它們。In this article, we'll introduce each of the Teams templates and recommend how to use them.

如果您負責規劃、部署及管理整個財務組織中的多個小組,本文將適合您。This article is for you if you're responsible for planning, deploying, and managing multiple teams across your financial organization. 您已在組織中部署團隊服務。You've already deployed Teams service in your organization. 如果您還沒有推出小組,請先閱讀 如何推出 Microsoft 團隊If you haven't yet rolled out Teams, start by reading the How to roll out Microsoft Teams.

若要深入瞭解小組範本的整體資訊,請參閱 開始使用團隊範本To learn more about team templates in general, refer to Get started with Teams templates.

全球危機或活動Global crisis or event

針對您的危機小組集中共同作業,協助建立業務連續性方案、共用遠端工作秘訣、追蹤客戶通訊,以及使用宣告和新聞讓每個人都保持在迴圈中。Centralize collaboration for your crisis team across business units and help create business continuity plans, share remote working tips, track customer communications, and keep everyone in the loop with announcements and news.

基底範本類型Base template type baseTemplateIdbaseTemplateId 此基礎範本隨附的屬性Properties that come with this base template
在全球危機或活動上共同作業Collaborate on global crisis or event com.microsoft.teams.template.CollaborateOnAGlobalCrisisOrEvent 管道Channels:
  • 一般General
  • 公告Announcements
  • 世界新聞World news
  • 業務連續性Business continuity
  • 遠端作業Remote working
  • 內部 commsInternal comms
  • 外部 commsExternal comms
  • 核准要求Approvals request
  • 客戶投訴Customer complaints
  • KudosKudos
  • 主管更新Executive update
應用Apps:
  • 稱讚Praise
  • WikiWiki
  • WebWebsite
  • PlannerPlanner

在銀行分支機搆內共同作業Collaborate within a bank branch

在 Huddles、客戶會議、業務程式(例如貸款共同作業)集中進行您的銀行分支機搆共同作業,並讓每個人都能透過宣告和 Kudos 保持合作。Centralize collaboration for your bank branch employees across Huddles, Customer Meetings, Business Processes such as Mortgage Collaboration, and keep everyone in the loop with Announcements and Kudos.

基底範本類型Base template type baseTemplateIdbaseTemplateId 此基礎範本隨附的屬性Properties that come with this base template
在銀行分支機搆內共同作業Collaborate within a bank branch com.microsoft.teams.template.CollaborateWithinABankBranch 管道Channels:
  • 一般General
  • 公告Announcements
  • HuddlesHuddles
  • 客戶會議Customer meetings
  • 核准要求Approvals Request
  • 警告Coaching
  • 技能開發Skills development
  • 貸款處理Loan processing
  • 客戶投訴Customer complaints
  • KudosKudos
  • 有趣的內容Fun stuff
  • 合規性Compliance
應用Apps:
  • 稱讚Praise