Welcome to the CRC-SC Help Center
Everything you need to get started with Microsoft 365 as a CRC-SC board member.
📂 Document Library 🔗 Board Workspace
New here? Start with the Setup & Account Access guide to sign in and secure your account.
Board Document Library
The document library is where the board creates, collaborates on, and stores all its key documents — including Finances, Operations, and Policies.
📂 Open the Board Document Library
- Browse folders to find meeting minutes, budgets, bylaws, and more.
- Upload new documents or edit existing ones directly in the browser — multiple people can work on the same file at once.
| Folder | Contents |
|---|---|
| Finances | Budgets, treasurer reports, audits |
| Operations | Meeting minutes, committee reports |
| Policies | Bylaws, policies, and procedures |
| Archives | Documents prior to our M365 migration (pre-2026) |
| Meeting Agendas & Minutes | Now located in the Loop Workspace — see the Board Life section |
📖 Detailed Document Library guide →
Board Life, Dashboards and Meeting Reports
This is our shared Loop workspace — the central hub for day-to-day board activity and tracking.
| Section | What you’ll find |
|---|---|
| Committees notes | Each committee keeps its running notes and updates here |
| Virtual votes | Board decisions made outside of a meeting |
| Strategy dashboards | Follow progress on our strategic goals at a glance |
| Active projects | See what’s in flight and who’s working on what |
| Board member assignments | Know your responsibilities and deadlines |
📖 Detailed Loop Workspace guide →
Online Meetings
We use Microsoft Teams for all board meetings. Here’s the quick rundown:
Creating a meeting
- Open Microsoft Teams and go to Calendar.
- Click + New meeting.
- Add a title, date/time, and invite attendees by name or email.
- Click Send — attendees will receive a calendar invite with a join link.
Starting the meeting and admitting attendees
- When it’s time, click Join from your calendar.
- Choose your audio/video settings, then click Join now.
- Attendees who aren’t in the organization will appear in the lobby — click Admit to let them in.
Transcript and meeting summary
- During the meeting, click ⋯ (More) → Record and transcribe → Start transcription.
- After the meeting ends, the transcript is available in the meeting chat and in the meeting details on your calendar.
- Use Copilot (in Teams) or ChatGPT to paste the transcript and ask for:
- A summary of what was discussed.
- A list of follow-up tasks with who is responsible.
Need Help?
For more in-depth information, check out the detailed guides:
- Setup & Account Access — signing in and securing your account
- Board Document Library — finding, uploading, and organizing documents
- Loop Workspace — collaborating in real-time with Microsoft Loop
- Teams — chat, meetings, and file sharing
If you can’t find what you’re looking for, email yann