Meet the Teams experts
About this podcast
Join Rick Garcia and Brandon Bradley from Momentum for Episode 78 of Everything Teams Live—your trusted podcast for all things Microsoft Teams Phone! In this episode, Teams Phone migration expert Matt Carlson reveals his go-to free tools, proven strategies, and behind-the-scenes insights to simplify your migration process and ensure long-term success.
Even the best solutions can fall short if they don’t meet real user needs. That’s why Matt shares how tools like persona mapping, pre-checks, and Microsoft’s Call Quality Dashboard (CQD) help organizations streamline migrations, reduce surprises, and deliver a seamless experience.
What you’ll learn in this episode:
- The 3 free tools that simplify Teams Phone migrations:
- Persona Mapping Template to design role-specific solutions
- Pre-Check Scripts to catch roadblocks early
- Call Quality Dashboard (CQD) to track adoption and performance
- Why persona mapping is key to long-term success and how to tailor solutions for frontline workers, executives, and call center agents
- How pre-checks help you identify and resolve configuration issues before go-live
- The importance of CQD dashboards for proactive monitoring, troubleshooting, and defining success
- Real-world lessons and strategies from large-scale Teams Phone deployments
