Teams Calling Guide

Teams guide calling transfer Queue voicemail

Overview

This document is intended to provide basic instruction on how to use Microsoft Teams Calling.
If, after reviewing the guide, you require further assistance:

Submit a ticket: ithelp.viu.ca
Email: ithelp@viu.ca
Phone: 250-740-6300

Calling Functions on MS Teams

Making and Receiving Calls

Answer a Call

When someone calls you, you will receive a notification in the corner of your screen allowing you to accept or decline the call. You can answer by clicking the phone icon on your screen. If you click on the red icon, the call will go unanswered. You can configure the settings for declined calls in the Calls Section of MS Teams.

Add a person to a call

To add a new person to a call, select the “People” icon in your call bar.

Then type their name or phone number in the search field and hit enter. This will add the person to the call.

Make a call using the dial pad

The dial pad can be used to make external calls. To do this:

Go to the Calls section in your MS Teams client.
Using the keypad, type in the number you wish to call.
- Note: With Teams calling, you no longer need to dial 9 prior to calling out. Simply dial the number you wish to reach.
To make the call, click on call

Make a call using the history

The history shows all calls (missed, incoming, voicemail). To call a person from the history:

Access the Calls section of MS Teams.
Select History.
Click on the person you want to call.
Select Call or click on the Ellipse menu and select Call back.

Make a call from an alternate number

If you're part of a call queue, you can make calls from that queue's number.

When making a call to another person or a number using your dial pad, select the drop down menu on the Calls button.
Select the line you wish to call from. This list will include your personal line, any queues you're part of, and anyone that has delegated their line to you (See Calling and Voicemail Settings)

Opting In and Out of Phone Queues

How do I Opt In and Out of Call Queues in Microsoft Teams?

Putting a Call on Hold

To put a call on hold, click on the Hold button in your call window.

Then select Hold. All call participants will be notified that they have been put on hold.
You can return to your call by clicking Resume.

People on hold (including you) will not be able to see or hear anyone else on the call. Screen sharing is suspended, too. Everything will return to normal once you resume your call.

Transferring a Call

Microsoft Teams offers the ability to transfer a call to another user. There are two types of transfers: Blind Transfer, also know as Cold Transfer and Consultative, or Warm Transfer. Blind Transfer is when a call is transferred directly to another user. Consultative Transfer is when the person on the other end of the transfer is spoken to before connecting with the caller.

Blind Transfer
- While on a call, select Transfer & then Transfer again.
- Type the name of the person you want to transfer the call to and select them.
- To finish, select Transfer.
Consultative Transfer
- While on a call, select Transfer and then Consult, then transfer.
- Type the name of the person you want to transfer the call to and select them.
- From here, you have two options:
  - You can Chat with the person you want to transfer the call to, then press the Transfer button once ready to complete the transfer.
  - You can Teams audio call the person you want to transfer the call to, then press the Transfer button once ready to complete the transfer.

Checking your Voicemail

From The Teams Desktop App

Navigate to the Calls section.
Click on Voicemail in the History section.
Click on the name or number.
Press the Play button to listen to the message.
You can change the playback speed by clicking on and choosing the speed.

From Email

You will also receive an email, that will contain an mp3 attachment of the recording, as well as a transcript of the message. The subject line will be 'Voice Mail (xx seconds) and the sender will be the phone number that called.

Adding to your Contacts

To add a number or user to your contacts:

Access the Calls section of MS Teams as shown above.
Select View Contacts.
Select Add contact on the left part of the screen.
Start typing the user’s name, a list will appear, then select the appropriate person.
Select Add.
Locate the contact and click on the phone icon to make a call.

Calling and Voicemail Settings

In your MS Teams client, click the Ellipse Button next to your photo at the top of the app. Select Settings and then select Calls from the menu on the left.

Call forwarding/Voicemail

To configure call forwarding and voicemail settings:

Select your preferred call forwarding options. Warning: with call forwarding, video calls will be forwarded as well.
to manage greetings and settings, click on Manage voicemail.
- Press the Record a Greeting option and follow the voice menu to record your personal greeting.

Call Delegation

You can pick someone in Teams to be your delegate—a person who can receive and make calls on your behalf. When you add a delegate, you’re essentially sharing your phone line with them, so they can see and share all of your calls.

Scroll down to select Manage delegates, then select Add a delegate.
Type the name of the desired delegate in the search box and select their name from the Dropdown menu.
When you add a delegate, you’ll be able to grant them different permissions. Check the boxes next to the permissions you would like them to have.
Your delegate will receive a notification letting them know about their new status.

Make and receive calls as a delegate

Once you have been added as a delegate, you can make and receive calls on someone else’s behalf.

When making a call to another person or a number using your dial pad, select the drop down menu on the Calls button.
Note that any delegator (the person who assigned you as a delegate) can always see the calls you make and receive on their behalf.
If a call is put on hold by a delegate, everyone will be notified of the call status, including the delegator. .The call can be resumed by either the delegate or the delegator.
A delegate can join active calls made by the delegator as long as they have the permission enabled or vice versa.

Adjust Audio Settings

From the main Settings menu, select Devices:

Select your desired devices using the Speaker and Microphone pulldown menus
- Options will vary dependent on devices you have plugged in, such as headphones, webcams, speakers.
- For most VIU provided Windows devices, your laptop speakers will be called "Speakers (2 - Realtek (R) Audio)"
- For most VIU provided Windows devices, your laptop microphone will be called "Microphone Array (2 - Realtek (R) Audio)"

Make A Test Call

From the main Settings menu, select Devices:

In the Audio Settings section, select Make a test call

Follow the voice prompts to test your settings, and adjust as necessary
- If using a headset, your voice should come through clearly, without ambient effects.
- If using the laptop speakers and microphone, you should expect a more hollow/"tinny" sound.

Set a Secondary Ring

From the main Settings Menu, select Devices:

Scroll down to Secondary Ringer, and choose your second audio source
- This feature can be used to ring to speakers on your laptop, webcam, or external speakers as well as your plugged in headphones. By default, if headphones are connected, Teams will ring only there.

User Guides

Poly CCX Model Teams Calling User Guide (PDF)

Yealink MP56 Teams Calling User Guide (PDF)

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