Sk Skype pe for Bus usine iness End nd-Us User r Training Ag - - PowerPoint PPT Presentation
Sk Skype pe for Bus usine iness End nd-Us User r Training Ag Agenda Un Understanding th the Skype Cl Client t an and Poly lycom VVX VX 411 Phones Polycom VVX 411 Skype for Business phone General Overview of Skype for
Client.
command center.
the navigation wheel and then press the navigation button to execute the function.
Volume Keys New Message Waiting (MWI) Hold Transfer Messages Display Screen Menu Call LED Mute Key Speakerphone Home Key Headset Line Keys Soft Keys Navigation/Select
Line View/ Favorite Contacts Home View
The four basic call functions are: Answer, Place a call, End, Hold/Resume calls. Skype registered Polycom phones can display calls on hold, incoming calls, and calls in progress on your phone’s screen at the same time. However, you can have only one call session in progress at a time. Answer a call The incoming call becomes active and displays on the phone’s screen. The following figure shows an incoming call from Josh Walker You can answer an incoming call in the following ways:
Figure 1: Viewing the Incoming Call Screen
End a Call - any of the following ways:
Place Calls - use the following:
Figure 2: Outgoing Phone Call to a Contact
Hold and Resume Calls - You can hold and resume calls at
any time during an active call To place an active call on hold: Press the Hold key:
call’s line
displays To Resume a held call:
If you have an active call and a held call, you can navigate to the held call to resume.
Note: If you have an active call and a held call, ending you active call wont connect you with the held
put current call on hold.
The four advanced call functions are: forwarding calls, transferring calls, accessing voicemail, and managing conference calls. Forward Calls - Calls can forwarded from your line to another Skype contact or to your voicemail. To forward calls to another contact:
Note: A scrolling message showing that you have forwarded all incoming calls to your contact displays
To forward calls to voicemail: From the Home screen, Select Forward > Forward to Voicemail. All incoming call are sent to your voicemail.
The four advanced call functions are: forwarding calls, transferring calls, accessing voicemail, and managing conference calls. Forward Calls - Calls can forwarded from your line to another Skype contact or to your voicemail. To forward calls to another contact:
Note: A scrolling message showing that you have forwarded all incoming calls to your contact displays
To forward calls to voicemail: From the Home screen, Select Forward > Forward to Voicemail. All incoming call are sent to your voicemail.
Transfer Calls – An active call can be transferred in either of the following ways:
To Blind Transfer a call:
“More” to choose from your contacts
from a list of Skype users or groups
contact and click dial.
Transfer Calls
the “Transfer” key
selecting “more”
with the contact before transferring the call
transfer the call to click “Transfer” once more
To Consultative Transfer a call:
Transferring Calls
The VVX phone user can set up a default transfer type (blind or consultative) on their phone, depending on which they do most often. However, by ‘long’ pressing the Transfer key, they can switch from one to the other for that specific call. Setting a Default Transfer:
item 12, select Default Transfer Type – Check the Consultative or Blind box to select the default.
the options to dial a person’s extension to or find a person in the directory to transfer the call.
Joining Calls
To join a call:
After a 5 second delay, all calls will merge creating a conference call
Parking Calls
someone else to pick up at another location. Note: once you park a call you retrieve it by entering the parking lot random number generated by Skype from any Skype application or Skype enabled device.
Your call will be parked and Skype will generate a retrieval number
§ Manual Setting (i.e. Do Not Disturb, Busy/Away, resetting, etc.) § Automatic
Skype for Business is used by
employees to collaborate, meet, and share. And, Skype for Business users can search and connect with both Skype and Skype for Business users.
Pe Personal Message or St Status Co Contacts Ic Icon Sea Search/Di Dial a Nu Number er Pr Presence nce Pho Phone ne Dial Pad Op Options Men enu Ca Calenda ndar Ad Add a Contact ct Co Conversation n History Co Contact Group ups
Ex Explor
Especially:
your Outlook contacts.
to that group
Right-click in contact picture for menu items
Hover over contact’s picture for contact icons AHC Team has a total of three contacts
Hover over contact’s picture and click the IM icon to
Type in the lower window to begin an IM Conversation
Right click in the group name (AHC Team) and click Send an IM to IM the group Type in the lower window to begin an IM conversation with everyone in the group
up
session into the group
up contact group
To setup a primary device, click on the bottom left device icon. By default if no device is selected, it will display a computer icon to indicate that Skype is using your system audio.
and a menu with available devices will appear.
primary audio device.
Audio Device ce Settings to fine tune your audio:
You can also switch between audio devices during an active call.
switch to. Your device will automatically switch to the selected device.
Search Bar.
icon
want to make: a) Work number would dial the primary phone number associated with that employee (controlled by the Active Directory) B) Additional numbers the employee has on record would be shown and could be selected. c) Use Skype call to conduct a computer-to-computer phone call (doesn’t require phone number). No Note: Use the same procedure beginning with #2 above to call any contact that is in your Group/Contacts list.
Under the highlighted Contacts icon , type the telephone number that you want to call and press the enter key to make the call. It is not necessary to prefix the number with a “9” to dial out. It’s also not required to put a “1” in front of the number, as Skype automatically adds that to the call number. No Note: Skype converts any letters to numbers to make the call (i.e. 800Flowers above translates to +1 (800) 356-9377)
Search Bar
After your phone has been converted to use Skype Enterprise Voice you will get an alert and your ‘phone will ring’ on the lower bottom right of your screen indicating that you are receiving a call.
(Instant Message icon will only display if the caller has Skype for Business)
Call Timer Call Quality Hang Up Invite more people Mute Video Call # of Call Participants Click to view participants list Click to open IM window Click for Call Controls: Volume, Dial pad, Hold, Transfer, and Devices More Options Presentable Content Pick a layout
Note: Clicking the X will hang up your current conversation
Minimized Call Window can be moved anywhere or minimized Click to Minimize Call Window results in:
Bl Blind or r Direct Transfer If you receive a call but need to transfer to another person (or number, including your cell phone), then:
Click the Call Control icon and the pop up menu appears Click the Transfer icon
Click the Transfer icon and the Transfer Call icon window appears Type a phone number or the name of a person in your organization or Outlook Contacts. Click the Transfer button to complete the transfer.
Click the Transfer button to complete the transfer Park the Call – use this if you want to park the call in the parking lot for you or someone else to pick up at another location. Note: once you park a call you retrieve it by entering the parking lot random number generated by Skype.
Consultative Transfer: If you receive a call but need to contact the person prior to transferring the call to them, then perform the following:
Click the Call Control icon and the pop up menu appears Click the Transfer icon
Consultative Transfer: There is no need to place the original caller on hold, as they are automatically placed
Click the Consult button to speak with a person prior to transferring.
Consultative Transfer Continued: You can choose to consult via Instant Message or by Calling
Consult by IM by typing your message at the bottom left of the conversation window. Consult by calling. Choose the Phone Icon and select the number.
When you are ready to transfer the held call, click on the transfer phone icon. You will receive a confirmation that your Transfer was complete.
Merging Calls: If you have two active calls and would like to merge everyone together, then perform the following: While speaking to the 2nd Caller, click the more options ellipse found on the bottom right of the call window. Click the ‘Merge This Into’ tab and choose the 1st Caller that is currently on hold.
Merging Calls: The result will create a Conversation (conference call) with three participants.
Click Participants icon to view the list of participants and Invite More People tab
In Invite or r Add more people to th the meeti ting
Clicking the In Invite More People opens the window for you to enter a phone number or search for a name in the search
Another method to invite another person to a call is to ‘drag’ them into the call from the Skype Client. (‘Dragging’ is performed by holding down the left mouse key on the picture of the person and moving them into the call window.)
(ad-hoc conference)
When you have a new voice mail, the Phone tab in the Skype for Business main window displays the number of messages. Click the arrow the play voice mails. From the Phone tab, click the voice mail icon below the dial pad to access more options and manage your voice
With Unified Messaging enabled for your Exchange account, voice mails will be recorded and sent to your Outlook inbox, along with a speech-to-text preview of the contents of the voice mail. You can play the voice mail directly from the email notification.
Common Exchange UM Commands: With Unified Messaging you can use either voice commands or touch tones.
Web Sharing allows you to:
invitation Note: Any application (including web browser) must be open before you attempt to share.
Click the icon to invite more people or ‘drag’ a contact to the call from the Skype Client On the Skype Client Options Menu, click ‘Meet Now” which starts a conference call
A new compose window will
and click the send button. To create a Skype meeting in Outlook, click on the “New Skype Meeting” button. External contacts who are
join your Skype meeting using this link. If they do not have Skype, they will join using a Skype Web Application .
Click A new meeting space (I control permissions). To control meeting access, select an option under These people don’t have to wait in the lobby. To choose presenters, select an option under Who’s a presenter? If desired, create settings for the meeting under Do you want to limit participants? Optionally, click to remember settings for future meetings, then press OK.
All Skype for Business meetings will appear in Blue with a Join Button.
Skype meeting
the join button
button Open your calendar tab in the Skype client. To join an adhoc/ on the fly Skype meeting, click “Meet Now”. All outlook appointments or reminders (non-Skype meetings) will appear in gray.
Right click on the Skype meeting and a drop down menu will appear. Open your Outlook calendar inside of Outlook. Choose the “Join Skype Meeting”
To join a meeting, highlight the meeting. Outlook will send you notifications 15 minutes and 5 minutes before a
your meeting is a Skype meeting. Click on the “Join Online” button
automatically connect your call to the meeting and place your phone on mute.
Your Mute button Click to show attendee names Pick a layout – Speaker or Compact view … Click for More Options Participant is joined but on mute Start your video Share content Hang Up – end audio Call Quality Meter Call Duration Invite additional people Manage participants
You can manage meeting participants and meeting settings on the fly.
Click “Participant Actions” to change settings for everyone in the meeting.
You can manage individual participants on the fly including options to mute or promote participants as presenters or attendees
Right click on participant to manually change settings
During the Skype meeting, Skype recording captures audio, video, instant messaging (IM), application sharing, PowerPoint presentations, and whiteboard. Click More Options in the meeting, and then click Start Recording:
resume, or stop the recording.
format that plays in Windows Media Player.
highlight the recording to play, rename or delete.
Click to Present NOTE: It is better experience for your viewers to upload a PowerPoint file rather than share the PowerPoint Program through a window.
Click to Share your Desktop, Share a Window or Share a PowerPoint file Click to Add Attachment for Attendees Click to Share OneNote page notes or access One Note Click More… to start Whiteboard, Poll and Q&A
an attendee
Th The Sh Shared Line Appearance :
answered call, when a call is on hold, or when a call has ended on a boss or delegate line.
Delegates can place, answer, hold, or transfer calls on behalf of the boss’s
As Assigning Delegates:
cannot assign yourself as a delegate to a boss’s line
shown on your phone’s screen. For example, Bob can be a delegate for Alice, Anna, Ken, and Jim, because he has four line keys available on his phone. Note that a single line cannot be a boss and a delegate. NO NOTE: Delegates have to be using the Skype for Business client.
that office isn’t enabled yet for the boss/admin feature, they wouldn’t be able to add that person. The “Add” button would be grayed out for that individual.
Boss/Admin pair won’t be migrated to Skype at the same time.
In your Skype client, click the gear icon to open your setting options Under the Call Call Forwar ardin ing tab, Select the Si Simultaneously Ring > My De Delegates, as shown In the Call Call Forwar ardin ing - De Delegates dialog, click Add to add contacts as delegates for your calls, as shown next. In the Ch Choose a a Dele legate dialog, select the contact you want to add as a delegate and click Ok
The contacts you add as delegates display in the Call Forwarding – Delegates dialog, section.
Simultaneously Ring > My Delegates, is enabled for all assigned delegates. If the boss’s line receives an incoming call, both the boss and delegate’s phones ring. You can choose to change when your delegates’ phones ring in the Call Forwarding – Delegates dialog.
a scrolling message “Simultaneous Ringing is Activated” displays in the status bar.
Your delegates are automatically added to the Delegates group on your phone and in the Skype client. This figure displays the Delegates group in the Skype client.
In the Skype client, under Se Settings > > Call Forwarding, select Ed Edit my delegate members. As shown in the figure above. You can do one of the following:
the Delegates group can no longer monitor call activity on a boss’s line
When you are added as a delegate, a notification displays
client.
De Delegates c can s n set up a up a S Skype pe m meeting ng o
n beha half o
a bo boss us using ng O Out utlook.
Setting up a Skype for Business Meeting on behalf of someone else, for example a manager or boss, is similar to setting up one for yourself.
Outlook Calendar and Skype for Business.
and start conference calls on behalf of that person.
Se Setting up a delegate in Outlook.
These steps must be done by the person who is giving delegate access
Se Setting up a del eleg egate e in Ou Outlook.
Clicking the “Delegated Access” icon will open up the delegates window.
choose from.
the add button. Then click “OK” when you are done
You Outlook delegates will now appear in this section.
meeting requests
As a delegate, , you can access the calendar of the person you’re a delegate for and set up a Skype for Bu Business meeting just like any other meeting. To schedule a Sky kype for Bu Business meeting on behalf of someone you’re a delegate for, , simply follow the steps below
click on the “Name” button. Choose Cale Calendar ar as a folder type and click “ok”.
calendars view.
Meeting” . Fill in the “To” field and enter the meeting date and time information.
To join a Boss/ Admin Skype meeting on behalf of a Boss/ Admin, right click on the appointment entry inside the calendar view. Click on the “Join Skype Meeting” button. No Note: As a delegate, you can also start an impromptu meeting on behalf of a Boss/ Admin, by using the Meet Now feature.
arrow in your Skype client (not the gear icon)
to initiate the meeting on behalf of. (This
delegate on behalf of someone.