Calling for Microsoft Teams

Getting
started guide
 Calling for Microsoft Teams | Features

Features Click to call

Call delegation
Getting Started Guide

Call escalation
Call transfers
Call queues and auto attendant
Cloud voicemail with transcription
Custom contact groups
Custom ringtones
Do not disturb and Breakthrough
Mobile calling
Screen sharing
Speed dial
Microsoft Teams-certified devices

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 Calling for Microsoft Teams | Features | Click to call

Click to call
Easily make a voice or video call, saving time, increasing
collaboration and productivity while building stronger
relationships.

Ways to make a phone call

Getting Started Guide

1 From a chat
Select the Audio or Video call icon from the chat window.

2 From the search bar

Type /call into the command box followed by the individual or group you
wish to call.

3 From the keypad

Select Calls from the left menu, select Dial a number, and dial any
number on the keypad.

How to make calls with Microsoft Teams

Watch video

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 Calling for Microsoft Teams | Features | Call delegation

Call delegation
Stay focused and get more done with call delegation support.
Delegating calls can help save you time while empowering
team members to proactively field calls and address issues.

Set up call delegation

Getting Started Guide

1 Assign delegates
Select Settings > General, and then select Manage delegates.

Select Your delegates, search your contacts, then select Add.

2 Turn on delegation
Under Calls, select Forward my Calls > My delegates.

How to set up a delegate

Watch video

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 Calling for Microsoft Teams | Features | Call escalation

Call escalation
Seamlessly turn a one-on-one call into a group call with
video, screen sharing, and more.

Escalate a phone call

Getting Started Guide

1 Add participants
From a call, select the Show participants icon in the bottom menu.

Where it says Invite someone or dial a number, type a name or a phone

number.

2 Add video or share screen

To share video from a call in progress, click on the Video icon.

To share content while on a call, select the Share content icon. Select
either a device screen or an individual piece of content to share.

To stop sharing, select the Stop sharing icon.

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 Calling for Microsoft Teams | Features | Call transfers

Call transfers
Leverage the transfer with consult to provide team members
with context and ensure a seamless call handoff every time.

Transfer a phone call with a consult

Getting Started Guide

1 Initiate a transfer
When on a call, select the More actions menu in the bottom menu.

Select Consult, then transfer from the menu.

2 Consult and transfer

Search a team member on your network, and select Consult, which will
open a chat window.

When ready, select Transfer.

Transfer a call in Teams

Learn more

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 Calling for Microsoft Teams | Features | Call queues

Call queues and

Auto attendant
Collect calls in a call queue, set up call routing rules, and
distribute calls to agents. Leverage Conference mode to
seamlessly transfer calls between agents.

Set up a call queue

Getting Started Guide

1 From the Teams admin center

From the Teams admin center, expand Voice, click Call queues, then click Add.

Name the call queue, then click Add Accounts to add the associated resource
account.

2 Configure the call queue

Set the greetings and hold music for the queue using default music, or upload
your own files.

Create a Teams channel to manage the queue and assign users and groups.

Configure Call routing, Call overflow handling, and Call timeout handling
(i.e., maximum wait time.)

Set up an auto attendant Create a call queue

Learn more Learn more

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 Calling for Microsoft Teams | Features | Cloud voicemail

Cloud voicemail
with transcription
Set up a custom voicemail message and receive voicemails
transcribed into text in your email for easy scanning.

Set up your voicemail

Getting Started Guide

1 Configure your voicemail

Select Settings then Calls.

Under Call answering rules, change If unanswered to Voicemail.

Select the Configure voicemail button to record a custom message, add

out of office greetings, and customize call answer rules.

2 View voicemail transcriptions

Navigate to the Call section on the left menu, then select Voicemail.

Click on a voicemail to view the transcription. Click the play button to

hear the voicemail.

Check your voicemail in Teams

Learn more

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 Calling for Microsoft Teams | Features | Custom contact groups

Custom contact groups

Create custom contact groups to organize your contacts and
make it easier to find team members.

Set up custom contact groups

Getting Started Guide

1 Create a group
Go to Calls in the left menu and select Speed dial.

Click the New group button.

Add a group name and click Create.

2 Add contacts to a group

Navigate to the group, and click on the More options menu on
the right side.

From the drop down menu, select Add a contact to this group.

Search for the appropriate contact and click Add.

Create, edit, or delete a contact group

Learn more

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 Calling for Microsoft Teams | Features | Custom ringtones

Custom ringtones
Set up custom ringtones to create a more personalized
experience that makes it easy to know when your phone
is ringing.

Set up custom ring tones

Getting Started Guide

1 Assign a custom ringtone

Select Settings > Calls.

Under the Ringtones section, click the menu next to Calls for you.

Select a ringtone from the drop-down menu. Preview the ringtone by

pressing the play button on the right side.

Manage your call settings

Learn more

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 Calling for Microsoft Teams | Features | Do not disturb

Do not disturb
and Breakthrough
Do not disturb and Breakthrough help protect you from
unwanted interruptions while letting through important calls.

Use Do not disturb mode

Getting Started Guide

1 Turn on Do not disturb

Click on your user icon in the top left of the Microsoft Teams window.

Select your status, and from the drop-down menu, select Do not disturb.

2 Assign priority users to breakthrough

Select Settings then Privacy.

Click the Manage priority access button.

Add people to your priority access list.

Change your status User presence

Learn more Learn more

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 Calling for Microsoft Teams | Features | Mobile calling

Mobile calling
Make and receive phone calls to and from your mobile device
to any phone number using the Microsoft Teams mobile app.

Take advantage of mobile calling

Getting Started Guide

1 Make and receive phone calls

To make a phone call from the Microsoft Teams mobile app, navigate to
the Call menu.

Search for a contact and select to initiate a call.

Download the Microsoft Teams mobile app

Download

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 Calling for Microsoft Teams | Features | Screen sharing

Screen sharing
Present and collaborate on work in real-time with screen
sharing and remote device control.

Share your screen

Getting Started Guide

1 Share content
To share content while on a call, select the Share content icon. Select
either a device screen or an individual piece of content to share.

To stop sharing, select the Stop sharing icon.

Share control of your device

1 Give control to a meeting participant
When sharing your screen, select the Give control drop-down menu from
the menu bar at the top of the screen and select the participant to whom
you want to give control.

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 Calling for Microsoft Teams | Features | Speed dial

Speed dial
Connect with your frequent contacts faster by configuring
speed dial with one-click calling.

Set up contacts for speed dial

Getting Started Guide

1 Add a contact to speed dial

Go to Calls in the left menu and select Speed dial.

Click the Add speed dial button.

Add a team member or phone number and click Add.

Input contact info and click Add.

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 Calling for Microsoft Teams | Features | Devices

Microsoft Teams-certified
devices
Stay connected from any workspace with Microsoft Teams-
certified devices, including peripherals, phones, and displays.
Getting Started Guide

Headsets Speakerphones Web cameras

Desk phones and Teams Rooms Room accessories

Teams displays

Teams phones Teams displays

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