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Microsoft Whiteboard for hybrid workshops

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Microsoft Whiteboard for hybrid workshops

Running a hybrid workshop on Microsoft Whiteboard: templates, follow mode, Teams Rooms, external participants, storage, Copilot, and when to use Miro instead.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-whiteboard-hybrid-workshops

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01

What Whiteboard is now

Whiteboard is a canvas app — Windows, web, iOS, Android, Teams, Teams Rooms, and Surface Hub — with ink, sticky notes, shapes, text, images, reactions, and a library of templates (retrospectives, brainstorms, SWOT, kanb…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-whiteboard-hybrid-workshops

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02

Setting up a hybrid workshop

The equity rule for hybrid: everyone contributes from a device, even people in the room. It flattens the room/remote divide and produces a board that reflects the whole group.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-whiteboard-hybrid-workshops

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External participants

Guests and external attendees in a Teams meeting can use a meeting whiteboard if the tenant allows it (the Whiteboard admin setting for external and shared-device access) and the meeting organiser shares it. The experie…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-whiteboard-hybrid-workshops

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Copilot in Whiteboard

With a Microsoft 365 Copilot licence, Whiteboard's Copilot can suggest ideas as sticky notes from a prompt, categorise a pile of notes into groups, and summarise a board into text you can paste into a Loop page or an em…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-whiteboard-hybrid-workshops

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After the workshop

The board persists in the creator's OneDrive; share the link, or export as an image or PDF for the write-up. Boards aren't versioned in any useful way and there's no "snapshot at end of session," so export before the ne…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-whiteboard-hybrid-workshops

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Where Whiteboard falls short

For a design sprint, a multi-day workshop with breakout groups, or anything where the board is the deliverable, a dedicated collaboration-canvas product earns its licence. For the retrospective, the planning session, th…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-whiteboard-hybrid-workshops

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