Microsoft Lync™ 2010
®
A few Training PPTs on Lync
-Voice and VideoConference Training
- Attendant Training
- Conferencing and Collaboration Training
- Delegate Training
- IM and Presence Training
Objectives
This course covers the following voice and video features of the Lync 2010 client.
•
Make a Call
•
Answer a Call
•
Manage a Call
•
Forward a Call
•
Follow up on Missed Calls and Voice Mail
•
Join a Conference Call
•
Join a Video Call
•
Accept a Video Call
Video Objectives
Voice
This section covers the following:
•
•
•
•
•
•
Make a Call
Answer a Call
Manage your Conversation and Device Settings
Forward Calls
Follow up on Missed Calls and Voice Mail
Join a Conference Call
Make a Phone Call from Anywhere
The Microsoft Lync 2010 client works with
Microsoft Lync Server, providing a softwarepowered telephone.
Users can contact anyone inside or outside of their
company. It’s as comfortable as your old phone
but a richer and more sophisticated experience.
Lync supports the following types of calls:
• Computer to computer
• Computer to telephone
• Telephone to computer
• Computer to audio conference
• Video calls and conferencing
Using Lync 2010 means that users have all their
principle communication choices - voice, e-mail,
instant messaging, and conferencing - available
and integrated on their computer.
Return to Voice Objectives
Make a Call
You can use the search bar to find someone
or scroll to find anyone in your contact list.
1.Open Lync.
2.Type the person’s name or phone number
in search bar.
3.Click Call on the person’s contact card,.
4.When you click to call the contact’s work
number is the default number that is dialed.
5.You can click the Call menu to select other
numbers to call the contact.
Call menu for additional options
Search
Learn more about Click to Call on the next
slide.
Return to Voice Objectives
Click to Call
Lync 2010 offers the Click to Call
feature.
When you click this icon Lync
automatically dials the number for you.
The call connects using your Lync
Phone Edition device.
If a device is not available the call
connects through your Lync client.
Click to Call
Return to Voice Objectives
Use the Dial Pad to Make a Call
Use the dial pad to manually enter a phone
number to dial. For example, you can use
the dial pad to dial 1-800-flowers.
Click Phone tab to access Dial
Pad.
1.Click Phone.
2.Click or type numbers on the Lync dial
pad.
3.Click Call to dial number.
The dial pad
responds to
mouse clicks
and
keystrokes.
Click Call or press Enter
to dial number.
Return to Voice Objectives
Answer a Call
Depending on your device setup, an incoming call takes
place using one of the following methods:
Click the notification
window to answer call.
Connected to a Lync Phone Edition device: Call is
answered using the Speakerphone or Headset.
Lync without a device attached: Audio through the
computer speakers.
Answer Call:
1.Click notification window for incoming call.
2.The Conversation window appears and the call begins.
Conversation window appears
after accepting call.
Redirect or Decline Call:
1.Click Redirect call to another number such as your cell
phone.
2.Click Decline to call send caller to voicemail if it is
configured or disconnect caller.
Return to Voice Objectives
Accept Call During Conversation
During a conversation you can start a call in
the conversation window.
Click Phone to initiate call.
Answer a Call In an IM
The Conversation Phone tab displays
options on how to receive the call.
Click one of the following options:
•Accept Call – accepts call and begins
conversation.
•Redirect – redirect to cell phone or other
number.
•Decline – declining the incoming call
sends caller to voicemail if it is configured
or disconnects caller.
Click Accept, Redirect or
Decline.
Return to Voice Objectives
Manage a Call
During a call you can change the audio
device, place the call on hold or transfer
the call to another number.
Click the following options from
Conversation window.
• Click Audio Device to select
between your headset, handset or
computer audio.
• Place the call on hold by clicking
Hold.
• Transfer the call to another number.
Use transfer to remain on your
conference call even when you have
to leave your office.
Use the transfer menu to
transfer call to another number.
Change the audio device
during your call.
Return to Voice Objectives
Phone Calls Get to the Right Place
Use Lync 2010 to forward calls to your
cell phone or simultaneously ring your
office and home numbers.
•
•
•
•
Quickly identify and change call
forwarding settings.
Know at a glance when your calls are
being forwarded.
Easily configure advanced call routing
settings.
Take your calls with you.
Call-Forwarding Settings
Calls Forwarded Notification
Return to Voice Objectives
Forward a Call
You can send callers straight to your voice
mail or to anyone you want to handle your
calls while you are out.
It’s easy to set up full forwarding rules on the
Call Forwarding tab.
1.Click Call Forwarding.
2.Click Call-Forwarding Settings.
3.Specify phone numbers on the Call
Forwarding tab in Options.
4.Click OK to update call forwarding settings.
5.Click Call Forwarding.
6.Select one of the following options:
• Do Not Forward Calls
• Forward Calls To – Voicemail, Cell
Phone, or other number
• Simultaneously Ring
Return to Voice Objectives
Follow up on Missed Calls
Manage phone messages using Lync 2010.
Visual Voice mail provides a dedicated view
for voicemail with one click access to playback.
•Know that you have missed calls and
messages waiting at a glance.
•Playback voice mail directly from Lync.
•Easily reply to voice mail using chat or
voice.
Listen to your Voice Mail
1.Click Phone in Lync.
2.Click Play to listen to received voice mail.
3.Click Call to reply to voice mail.
Return to Voice Objectives
Join a Conference Call
Lync 2010 offers multiple options for connecting to a scheduled conference call.
Using Option A or B connects using Lync Phone Edition device by default. If device is
not available you will connect to conference using computer speakers and microphone.
Option B Click
Join Online
Meeting from
calendar
invitation to
connect to
conference
through Lync
2010.
Option A Click Join Online to
join conference Call directly from
Outlook calendar reminder.
Option C Manually dial the number
using desk, cell or Lync Phone Edition
device.
Return to Voice Objectives
Online Meeting Invitation
The meeting invitation contains multiple ways to
connect to Lync Online Meeting.
•
•
•
•
Join Online Meeting connects you to the
meeting through Lync allowing you to hear
conference call and see visual content such as
web camera and desktop sharing.
Meeting Hyperlink provides a Internet browser
method of connecting in the event the Join link
fails or you do not have Lync installed.
Join by Phone connects you to the conference
call if you are using a home or cell phone. It
connects you through Lync if you are using Lync
Phone Edition or the Lync Dial pad.
Conference ID required when prompted. You are
not prompted when using Join Online Meeting or
Meeting Hyperlink.
4/13/2015
15
Activity 1
This activity prepares Lync users for Online Meetings using voice. Practice this activity
during a small or informal team meeting. This scenario uses a conference room setting
with a conference phone as primary audio.
Schedule an Online Meeting
1. Open Outlook 2010 and click New Items, and then click Online Meeting.
2. Complete invitation fields and send the invitation.
•
To Recipients
•
Subject
•
Location
•
Start and End Time
Join the Meeting
1. Open Invitation and click Join Online Meeting.
2. Click Use the following on the Join the conference audio dialog window.
3. Click drop down menu and enter your conference room telephone number.
4. Click OK.
4/13/2015
16
Activity 2
Practice using Lync touchtone commands during a call.
Touchtone commands also referred to as Dual Tone Multi-frequency (DTMF) help you control
the conference call, allowing you to admit or mute participants, and disable announcements.
1.
Join an Online Meeting and connect to conference call using desk phone.
2.
Use desk phone dial pad to press one of the following touchtone commands and listen to
description.
•
*6 - Mute or unmute yourself
•
*4 - Mute or unmute all other participants
•
*7 - Lock or unlock the conference call
•
*9 - Enable or disable announcements for participants entering and exiting the
conference.
•
*3 - Privately play participant roll call in the conference.
•
*8 - Admit all participants currently in the lobby to the conference.
•
*1 - Play a description of the available touchtone commands.
Return to Voice Objectives
Last Minute Resolutions
Most users have experienced an unexpected moment during a conferencing session.
The following provides tips on addressing last minute issues in an Online Meeting.
Issue: Conference room phone or meeting participant cannot dial into the Online Meeting.
Resolution: Use Invite by Phone to call participant or connect to conference room phone.
1.
Click the People menu and then click Invite by Name or Phone Number
2.
Enter number for participant’s desk or cell phone or the conference room phone number, and click Call.
Issue: A participant’s voice echoes throughout the call.
Resolution: This occurs if a participant is connected to the Online Meeting through multiple devices, such as
both computer audio and cell phone audio. This can also occur inside a large conference room if the meeting is
using a podium and panoramic video with audio device.
1.
The participant should mute computer speakers and computer microphone.
2.
Mute desk phone and verify echo has stopped.
3.
Unmute primary device to use during Online Meeting.
Return to Voice Objectives
Video Objectives
Video
This section covers the following:
•
Join a Video Call
•
Accept a Video Call
Video Overview
For the closest thing to a face-to-face
conversation, connect a webcam to your computer.
•
•
•
Using a webcam in Lync 2010 to display
yourself to other participants is a seamless
experience.
Certified UPnP webcams are detected
automatically by Lync on Windows XP, Vista
and Windows 7.
You do not need to install a webcam to view
another participant’s video in a Online Meeting.
Configure webcam settings from Video Device in
Lync Options.
1. Click Tools and then click Options.
2. Configure webcam settings under Video
Device.
Plug in a USB webcam and Windows
automatically searches for driver software.
Join a Video Call
If you have a webcam set up, you can choose
to allow your contact to see you as you
converse. If you accept someone’s incoming
video call to you, they won’t see you until you
add video from your side of the conversation.
Click Video to start your webcam.
Join a Video Call
1. Click Video in the conversation
window to start your webcam and initiate the
video conversation.
Picture in picture view of yourself,
click View to set options or hide.
Return to Voice Objectives
Accept a Video Call
You don't need a webcam to accept a video
call from another Office Lync 2010 user.
Click View to display your preview
window or modify webcam settings.
If you don't have a webcam, you can view
the caller’s video feed, and the caller will see
a video icon placeholder for your feed. Your
caller won’t see you unless you add your own
video feed to the conversation.
Accept a video call.
1. Another participant in Online Meeting
begins video.
2. Lync automatically displays participant
video in conversation window.
3. Click Start my video to display your
webcam to other participants.
4. Click View to show your preview window
or change webcam settings.
Click Full screen button to
maximize video window.
Return to Voice Objectives
Review
In this course we covered the following voice and video features of the Lync 2010 client.
•
Make a Call
•
Answer a Call
•
Manage a Call
•
Forward a Call
•
Follow up on Missed Calls and Voice Mail
•
Join a Conference Call
•
Join a Video Call
•
Accept a Video Call
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Excel, Lync, Outlook, PowerPoint, SharePoint, SQL Server, Windows, Windows Live, Windows Mobile, Windows Server,
and other product names are or may be registered trademarks and/or trademarks in the United States and/or other countries/regions. The information herein is for informational purposes only and represents
the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS
TO THE INFORMATION IN THIS PRESENTATION.
BACK TO OBJECTIVES
Microsoft Lync™ 2010
Attendant Training
®
Objectives
This training course covers the following Microsoft
Lync 2010 Attendant features:
•
•
•
•
•
•
Using the Contacts List
Understanding Call Controls
Making and Receiving Calls
Managing Multiple Conversations
Setting up Team-Call Groups
How to Park and Retrieve Calls
Overview of Lync Attendant
Lync Attendant is an intuitive call management application that helps you manage large
numbers of simultaneous calls. Lync 2010 Attendant runs in a full screen window to
provide a streamlined desktop experience.
The following features are new for Lync Attendant:
•
•
•
•
•
•
•
•
Sort Search Results: An Arranged By field has been added which allows you to sort your search
results.
Agent Anonymity: Calls can be answered anonymously as part of your Response Group. Your
identity is not revealed to the caller.
Call Routing with Response Group: Agents can see and answer all the calls queued in
Attendant, regardless of their status.
Improved Desktop Alerts: Desktop alerts notify you of incoming calls or instant messages.
Switch Audio Device during a Conversation: Switch your audio device without interrupting the
conversation.
Report Malicious Calls: Report a malicious call to your support team when the call has ended.
Location and Emergency Enhanced Services Support (E9-1-1): Your physical location is
noted so that emergency 9-1-1 services can locate you.
Park a Call: Calls that need to be transferred can be parked in a holding queue instead of putting
the caller on hold.
Understanding the Lync Attendant Window
The Attendant window is divided into two main areas; Conversations and Contacts.
Incoming, active and pending conversations are displayed in the Conversation Area.
Incoming Area – The area
where new conversations come
into Attendant
Active Area – The main
window for one conversation,
where multiple operations can
be performed.
Pending Area – The area
where calls on hold or
minimized conversations are
placed.
Using the Contacts List
•
•
•
Your Contact List is a list of contacts with whom you communicate most often,
shows the availability of your contacts and allows you to view additional contact
details by right-clicking the contact’s name, and then clicking Properties.
You can place a phone call, start an instant messaging (IM) session, start an email conversation, or start a conference with any of your contacts.
Attendant includes three standard groups: Frequent, Available, and All
Contacts.
•
Frequent lists in descending order
the names of people with whom you
have had recent contact through
Lync Attendant.
•
Available lists all contacts whose
presence does not indicate Away,
Unknown, or Offline.
•
All Contacts lists all contacts that
have been added to your Contact
List (except by way of being a
member of a Distribution List).
You can also create custom groups to manage
your contacts.
Make a Call and End a Call
1. To call someone in your Contact List, double-click their name or click the phone
button next to their name.
2. Select one of the options as appropriate. Please note that some of these options may
not be variable, depending on how the user has been set up.
•
Work number
•
Mobile
•
Lynch call
•
Voice Mail
3. To end the call, click the End
Conversation icon or you
can close the conversation
window.
Answer a Call
When you receive a call, a desktop alert appears in the right hand side of the task bar,
as well as the Incoming Area.
•
The alert is displayed when Attendant is minimized or closed while running, and allows you to
answer the Call right away and bring the Attendant into the foreground in the process.
•
•
To answer a call, double-click the incoming call alert or click Accept.
To decline a call, click Decline. If voice mail is enabled, the call is redirected to your voice mail.
Note: The call alert looks different for a repeat caller. Respond to the call the same way as a normal
alert, by double-clicking the alert or by clicking Accept or Decline.
Incoming Call Alert
Accept or Decline the Call
Answer a Call (continued)
When you receive a call, you have other options that
you can chose from as appropriate. Right click the
alert and select one of the following options:
•
Accept - Connects the call
•
Redirect-Voice mail: Redirects the caller to voice mail which is sent to your email.
•
Ignore: Redirects the caller to voicemail.
•
Close: Redirects the caller to voicemail and closes any
active IM sessions.
•
Do not Disturb: Redirects the caller to voicemail and
sets your presence to Do Not Disturb. If your status is
set to Do Not Disturb, the incoming calls will be directed
to your VM automatically.
Note : These options are variable both with the alert and the active conversation area within the
Attendant console.
Using the Call Controls
When you've answered a call, it appears in the Active area. Using the call controls,
you can perform various tasks, including the following.
•
Place the call on hold or park the call
•
Transfer the call
•
Consult with the intended recipient before you transfer
•
Invite someone else to join the call
•
End the call (hang up)
Active Conversation Area
Call Controls
Hold
Consult
Transfer
End
Invite
Taking Notes During a Call
You can take notes during a call and send the conversation notes via email.
1. In the active conversation area, click the Note tab.
2. Click anywhere in the Note area and type your note.
3. To send the notes our via email, type a subject for the note by clicking Type a
subject for this conversation area. Then click Send Notes.
4. An email opens with the notes and subject populated.
Place a Call on Hold and Transfer a Call
Place a Call on Hold
1. In the Conversation window, click the Hold icon. The
caller will hear hold music and the timer will go off
until you resume the call.
2. Click the Hold button again to resume the call.
Transfer a Call
1. In the Conversation window, click the Transfer icon.
2. Double-click the name in the Contact List that you
want to transfer the call to. The call disappears from
your Conversation window. An unsuccessful transfer
displays an error message.
Transfer a call
Consult Before Transferring a Call
1. In the Conversation window, click the Consult before transferring or merging
calls button. The call will be placed on hold.
2. In your Contact List, click the recipient’s
phone icon. (Or, click their IM icon to
consult by instant messaging.)
3. If the recipient agrees to take the transfer,
click the Call this contact, connect
button.
4. If the transfer is successful, the call simply
disappears from your Conversation
window. An unsuccessful transfer displays
an error message.
5. If the recipient does not want to take the transfer, end the consultation and then
click the Hold/Resume call button to resume the conversation with the caller.
Invite Someone Else to Join the Call
Invite someone else to join the call
1. To add contacts during a conference call, click the Add icon.
2. Double-click the contact name or drag the contact from the Contact List
into the Conference area.
Managing Multiple Conversations
You can use the Conversation area to manage multiple conversations including
incoming, active, and pending.
You can maintain multiple active
conversations at the same time, but
only one voice conversation
at a time.
For example, you can accept an
incoming call while you're maintaining
two other instant messaging (IM)
conversations.
In this case, whichever IM conversation
you are addressing at the moment
moves to the Active area, and the voice
conversation would still be active
(indicated by the red arrow) even
though it moves to the Pending area on
your screen.
Team-Call Group Overview
The Team Call allows the incoming calls to be forwarded to a defined team.
When a team-call group receives a call, each member’s phone rings, and all members can
see who forwarded the call.
When a team member answers the call, the phones of all other members stop ringing.
Team Call feature is helpful if you are part of a group of people who share responsibility
for a particular area, for example HR team or Admin team.
You can set up this feature to ring you and your team-call group simultaneously, or you
can set a delay so that your calls ring you first and then your team-call group after a
specified number of seconds.
Set up the Team-Call Group
Set up the Team Call:
1.Click View or Change Call-forwarding
settings on the toolbar.
2.When the Call-Forwarding Settings window
opens, click Ring me and my team-call
group, on the Do the following when I get
calls drop-down menu.
3.Under Add team-call group members to
answer calls on your behalf, click Add.
4.Type the name of a contact that can answer
your calls, and then click OK.
Set a Ring Delay
When enable team-call, it is import to set a
ring delay. When you turn on a ring delay,
incoming calls will ring you first and then
your team-call group, after a delay.
To set a ring delay:
1.Click on one of your contacts, then click
Ring Delay.
2. Check the Turn on ring delay check
box, and then set the ring delay time
and click OK.
3. Click OK again to save and apply the
settings.
Answering Calls for a Response Group
As a response group agent, you’ve been selected to help answer phone calls for a group
or for multiple groups. You can use Attendant to answer and manage the phone calls
that come into your group.
When the Response Group Manager makes you an agent for a response group, you’ll see
an alert in Lync Attendant that tells you to which group you’ve been added. When you’re
signed into a group, you’re ready to take a call. If it is a formal sign in group, the user
must sign in using a web page that shows the groups they are part of). If it is an
informal group, you can automatically receive calls once you sign in.
NOTE: If the privacy policy is enabled on the server, then you must search for the RGS
contact and add them to your contact list to receive calls.
1.An incoming call alert will show you which group is routing the call to you.
2.Click the alert to answer the call.
Alert
Parking a Call
Instead of putting a call on hold, you can park the call in a holding queue.
Park the Call
1.Click the Hold menu.
2.Click Park call. When the call is successfully parked, you get a notification with the retrieval
number. Communicate the retrieval number to the person or department that the call is being
transferred to.
Retrieve the Call
1.Type the retrieval number in the search box to retrieve the call.
2.You are then notified the call has been retrieved.
1
2
Park the call
Retrieval Number
Make Calls for Someone Else
Assistants can receive and make calls on behalf of their managers using the Attendant
console. Boss/Admin is an option in the Call-Forwarding Settings.
The following steps must be performed by the manager to select a delegate:
1. Open Lync, click the
Options button, click
Tools and then click
Call-Forwarding
Settings.
2. Click Edit my delegate
members , then Add to
select the delegates
Note: All incoming calls
will ring the delegate
specified.
3. In the Call Forwarding
section, click My
Delegates.
Forward Calls to
Delegates
Edit Delegates
Add Delegates
How Delegating your Calls Works
1. The delegate receives a
notification in Lync Attendant and
the Lync Client and answers the
call.
2. An email is also sent to the boss
with information about the call
Check Voicemail
You are notified when you have a new voice
mail.
Check your voicemail:
•
Click the Voice Mail menu on the toolbar.
View your voicemails in Outlook:
•
Click View Voice Mail. You can see your
Voicemail preview in an Outlook message.
Listen to your voicemail:
•
Click Call Voice Mail. You connect to
voicemail and hear options to listen to your
message, delete, forward.
Lync 2010 Attendant Options
Change Attendant options:
1.Click the Options button on the Toolbar, and then click Options.
2.On the Options window, customize settings, such as Presence, History, Alerts, Phone
numbers, Application settings, sounds, etc.
Review Activity
Complete the following activities:
•
•
•
•
•
Use the Contacts List to find a contact.
Make a call.
Take notes on a call.
Use Call Controls to put a call on hold.
Consult and connect the call with someone
else.
• Transfer a call.
• Add someone to a Team-Call Group.
Review
This course covered the following Lync Attendant
features:
•
•
•
•
•
•
Using the Contacts List
Understanding Call Controls
Making and Receiving Calls
Managing Multiple Conversations
Setting up Team-Call Groups
How to Park and Retrieve Calls
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Excel, Lync, Outlook, PowerPoint, SharePoint, SQL Server, Windows, Windows Live, Windows Mobile, Windows Server,
and other product names are or may be registered trademarks and/or trademarks in the United States and/or other countries/regions. The information herein is for informational purposes only and represents
the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS
TO THE INFORMATION IN THIS PRESENTATION.
BACK TO OBJECTIVES
Microsoft Lync™ 2010
Conferencing and
Collaboration
Training
®
Objectives
In this course you will learn how to:
•
Get Set up for Online Meetings
•
Schedule an Online Meeting
•
Deliver a Professional Presentation
Dial in conferencing and Personal ID
Multiparty/multi-platform meetings using Lync and Outlook
Formal presentations using Screen Sharing, PowerPoint, and Whiteboard
•
Work with Anyone Anywhere
Collaboration with colleagues no matter where they are
•
Use Microsoft Lync Attendee
Join online meetings even if you don’t have Lync installed
Getting Set up for Online Meetings
This section covers the following:
•
Dial-in Conferencing
•
Set up your Personal Identification Number PIN
BACK TO OBJECTIVES
Understanding Dial-in Conferencing
Dial-in Conferencing
Dial-in Conferencing is an audio option for
online meetings that allows participants,
inside or outside your organization, to join
the meeting audio using a phone.
Your participants can just dial the number in
your meeting invitation, enter the
Conference ID and join the audio.
Personal Identification Number (PIN)
B
O
ACK TO
BJECTIVES
Set up Your Personal Identification Number
Access the PIN settings page by doing one of the following:
• Open Lync , click the drop down menu next to the Options button, and then click
Tools, Dial-in Conferencing Settings.
• Open Lync and click the Phone
then click PIN
View your PIN Settings
1. On the PIN setting page, under Personal Identification Number, click Sign In.
2. In the Language list, click your preferred language, and then click Sign In.
3. On the Create New PIN page, click PIN or Change PIN.
Type a number that meets the PIN requirements in the PIN text box, and then retype
your new PIN in the Confirm PIN text box. When you are finished, click OK.
NOTE: You must be on your corporate network to set up your PIN.
BACK TO OBJECTIVES
Dial-in Conferencing Settings
On the Dial-in Conferencing Settings page,
note other helpful information such as:
• Assigned Conference Information
This information is your Assigned Conference ID
and Meeting URL that populates automatically in
your meeting invitation when you schedule a
meeting via Outlook Add-in. Please note that
you can reset your assigned conferencing
information using the link provided on the page.
Schedule an Online Meeting
This section covers the following:
•
Schedule an Online Meeting using Outlook
•
Select your Meeting Options
•
Select your Audio Options
BACK TO OBJECTIVES
Schedule an Online Meeting
The Online Meeting Add-in for Microsoft Outlook is installed automatically when you
install Lync .
Use one of the following options to schedule an online meeting:
•
On the Home tab in Outlook,
click New Items, and then click
Online Meeting. Go to Calendar
view in Outlook and click New
Online Meeting on the Outlook
ribbon to schedule your meeting.
Online Meeting
OR
•
In Calendar view, double-click the
time you want to have the
meeting. Click Online Meeting in
the toolbar.
BACK TO OBJECTIVES
The Meeting Invitation
An Online meeting invitation opens with the
following information included:
•
Join online meeting link
•
Audio information
•
Conference ID
•
PIN reset option
•
Help for first-time users
Note: You can add your meeting agenda above or below the dotted lines in the
invitation. Don’t change the meeting information between the dotted lines, as it may
prevent your people from joining your meeting.
BACK TO OBJECTIVES
Customize Your Meeting Options
If you want to change the default meeting options, click Meeting Options on the Outlook
ribbon to customize Access Level, Presenters and Audio options.
Select Customize access and presenters for this meeting. Please note that by
selecting this option, you will have a new meeting link and conference ID.
Under Access & Presenter section, select the options as appropriate. The options are
cover in detail in this section.
BACK TO OBJECTIVES
Customize Access to the Meeting
Choose who can login to your meeting without
waiting in the meeting lobby. The lobby is a virtual
Organizer only (locked): Only the organizer of the meeting will login directly into the meeting
waiting
and only the organizer and
without waitingplace
in the lobby.
presenters
can
choose
whoyouto
the on your
People I invite from
my company:
Only people
haveadmit
invited that from
are authenticated
corporate network will bypass the lobby.
lobby. Under Access section, select one of the
People from my company: Anyone on your corporate network who has the meeting link can
following:
directly access the meeting without waiting in the lobby.
Everyone including people outside my company (there are no restrictions): Anyone who
has your meeting link can bypass the lobby.
People dialing in by phone bypass the lobby: Anyone who has dialed in to the meeting from a
phone can bypass the lobby (except when the meeting is locked).
Access Options
BACK TO OBJECTIVES
Customize Presenter Options
By default only presenters and organizers can share their desktop and applications,
present files, and manage meeting options- including admitting people into the meeting.
Under Presenters section, select one of the following:
•
•
•
•
Organizer only: Only the organizer of the meeting can
share content and admit people from the lobby.
People from my company: Anyone from your
company will be able to share content and admit
people from the lobby.
Everyone including people outside my company
(there are no restrictions): Everyone, including
people who are not from your company and aren’t
authenticated, will be able to share content and admit
people from the lobby.
People I choose: To choose specific people to be
presenters, click Manage presenter, and then add
people you are inviting to the Presenters list.
Note: You can also promote attendees to be presenters, and demote back to
attendee during the meeting. Right click an attendee name in the People pane in
your meeting, then click Make a Presenter.
BACK TO OBJECTIVES
Customize Audio Options
To customize the Audio Options, click the Audio & Phone tab on Meeting Options
window.
•
Select the location most of your participants will dial-in from
•
If you need to reset your PIN, click Get your PIN to go to the Dial-in
Conferencing Settings and PIN Management page.
•
If you want to enable entry/exit announcement, check the box next to turn on
entry/exit announcements for this meeting.
Note: You can also change the
entry/exit announcement
option during the meeting.
BACK TO OBJECTIVES
Save Your Customized Settings
You can save your preferred settings so that your future meetings use the same settings
by default.
1. Click Remember settings.
2. Click OK.
Remember Settings
BACK TO OBJECTIVES
Send Your Invitation
After you are done setting up the meeting options you can add your attendees, verify
you have the correct date and time and then send the invitation.
The meeting request will appear on your calendar and invitations are sent to your
attendees.
BACK TO OBJECTIVES
Activity 1
Schedule a meeting using Outlook and set the roles and permissions.
1. Open Outlook and go to calendar view.
2. Click New Online Meeting on the Outlook ribbon.
3. Type a meeting subject, and then select date and time and participants.
4. Click Meeting Options on the Outlook ribbon and then click Customize access
and presenters for this meeting.
5. Under Access, choose who can join your meeting without waiting in the lobby.
6. Under Presenters, select People I choose, then click Manage Presenters and
add the presenters.
7. Click OK when you are done and then send your invitation.
BACK TO OBJECTIVES
Activity 2
Convert an existing Outlook meeting to an Online Meeting.
1. Open a regular Outlook meeting that you have already scheduled.
2. Click Online Meeting on the Outlook ribbon.
3. The meeting invitation is updated with the Online Meeting information
4. The Join Online Meeting and Meeting Options become available on the
Outlook ribbon.
5. Click Meeting Options on the Outlook ribbon and then Customize access and
presenters for this meeting.
6. Under Access, select People from my company.
7. Under Presenters, select People I choose,
then click Manage Presenters and add
the presenters.
8. Click OK when you are done and then click Send Update.
BACK TO OBJECTIVES
Deliver a Professional Presentation
This section covers the following:
• Join your Meeting
• Select your Audio
• Share Content and Collaborate
• Discover Additional Presentation Tools
• Record Your Meeting
BACK TO OBJECTIVES
Join the Meeting
To join a meeting, choose one of
the following methods:
Join Online Meeting
• In the Outlook
invitation, click
Join
online meeting
or the meeting
link.
• If you have
BACK TO OBJECTIVES
Select Your Meeting Audio
Choose one of the audio options below:
Do Not Join Audio: Select this option if you want
to dial in to the meeting audio from a phone.
using the conferencing numbers and the
Conference ID. Please note that if you are dialing
in as the leader or an authenticated caller, you will
also need your PIN and extension number.
Use Lync (integrated audio and video): Select
this option if you want to use computer audio.
Make sure your microphone and speakers are
working properly by using Audio Device
Settings. In the meeting, click Settings on the
menu bar, then Audio Device Settings.
Call me at: Select this option if you want to Lync
to call you and log you into the meeting
automatically. Using this option you will join the
meeting using Lync, but will listen to the audio
portion of the meeting on your phone. You do not
need to enter a phone number or Conference ID.
BACK TO OBJECTIVES
Share Your Desktop
After you login to the meeting, you can share your desktop or a program, deliver a
PowerPoint presentation, insert a Whiteboard or Poll slide and add attachments among
other options.
To share your desktop:
1.In your online meeting
click Share.
2.On the Share drop down
menu, click Desktop.
3.A bar is displayed at the
top of the screen and a
BACK TO OBJECTIVES
Share a Program
To share a program and the associated windows:
1. Click Share in your online meeting.
2. On the Share drop down menu, click Program.
3. Select the program you want to share.
4. A bar is displayed at the top of the screen, and a glow appears around the
application window indicating what is being shared.
5. To stop sharing your application at any time, click Stop Sharing.
Stop Sharing
BACK TO OBJECTIVES
Give and Take Control of Your Sharing
Session
When you start sharing, you’re the only one in control of what is being shown on the
meeting stage. You can allow others to take control of your sharing session and you
can take back control at any time.
Give Control
1.Click Give Control
on the sharing bar at
the top of the screen.
2.Click the name of an
individual to share
control with, then
click OK on the
Give Control
BACK TO OBJECTIVES
Request Control of a Sharing Session
Participants can request control of your
sharing session at any time and you will
receive a notification to Accept or Decline
the request. You can allow all participants to
take control of your sharing session
automatically using the following steps:
1.On the sharing bar at the top of the
screen, click Give Control, then click
Automatically accept control requests.
Click
Note:
OnlyOK.
one person can be in control at a time.
BACK TO OBJECTIVES
Deliver a PowerPoint Presentation
To deliver a PowerPoint
presentation:
1.
Click Share in your meeting.
2.
6.
3.
7.
4.
8.
Click Share and click PowerPoint Presentation.
To move the slides, use the arrows at the lower right corner of the meeting window.
Double click the PPT file you want to share.
Click Show Presenter Notes to see your notes.
The slides will be shown in the Stage area.
To show the thumbnails, click the Show Thumbnails icon.
9.
Use the controls at the bottom of your meeting to annotate on the slides, use a laser pointer,
insert an image, etc.
10. To stop showing the PowerPoint presentation, click Stop Presenting.
Annotation Tools
Show Presenter Notes
Show Thumbnails
BACK TO OBJECTIVES
Insert a Whiteboard
Use the whiteboard to post a note to
everyone in the meeting or use as a fresh
1. Click Share in your meeting.
page
to brainstorm. Everyone in
2. On the on
Sharewhich
drop down menu,
click New Whiteboard.
the
meeting can write and draw on the
3. A whiteboards page will be inserted
in the Stage area.
whiteboard.
4. To start writing or drawing on the
whiteboard, use the tools on the
bottom of the meeting.
5. Click Stop Sharing when you are
done.
BACK TO OBJECTIVES
Insert a Polling Slide
To create a Poll slide in your meeting:
1.
Click Share in your meeting.
2.
On the Share drop down menu, click New Poll.
3.
Type a name for the poll page, a question and the choices.
4.
Click OK when you are done.
A Poll page is inserted in the
Stage area of your meeting,
and the participants can click
the options to answer your
question.
Use the control buttons at the
bottom of the poll page to
mange the poll page, such as
open, close, show or hide
results.
BACK TO OBJECTIVES
Take Meeting Notes with OneNote
Use Microsoft OneNote to take notes in your meeting. The names of the meeting
participants will be automatically pulled from the meeting and saved in OneNote.
1.On the Online Meeting toolbar, click
Actions.
Note: If you don’t see the toolbar,
press the Alt key on your keyboard to
activate the toolbar.
2.Click Take Notes Using OneNote.
3.OneNote opens and you can type your
meeting notes.
B
O
ACK TO
BJECTIVES
Add Video to Your Meeting
Add video to your meeting:
1.Set up your Webcam per the device
instructions.
2.Click the Video drop down menu, and
then click Video Device Settings.
Note:
After performing any
of the Webcam
tasks above, you can
right click the as
video again to
3.Configure
your
settings
undo the command. For example, after pausing your video, right click the video again
and
click Start my videothen
to show your
video.OK.
appropriate,
click
You can also use the controls at the top of the video to pause your video, go to full
4.On
Video
screen, popthe
out your
video, etc. menu, click Add Video.
Your video will be shown to all participants
B
O
in the meeting.
ACK TO
BJECTIVES
Add or View Attachments
To add a file to your meeting, such as a
hand out or your presentation for the
participants to download:
1.Click the Add or view attachments
button.
2.In the Attachments dialog, click Add
Attachments.
3.Select the file that you want to upload and
then click Open.
4.By default everyone in the meeting BcanO
ACK TO
BJECTIVES
Record a Meeting
Record a meeting:
1. Click the More Options button in your meeting and then click Start Recording.
2. The Pause and Stop commands become available at the bottom of the meeting
window.
3. Click the Stop button and customize the options on the Stop Recording window if
needed.
4. By default, Lync saves your recordings in Lync recording format in the location:
C:\Users\username\LyncRecordings. Click Browse… to save your recording to a
different location.
5. By default the option to save the recording in (.wmv) format is also enabled. If not,
check Also create a version that you can publish to others (.wmv) box. This
option saves your recording in a single .wmv video format, which you can send to
others.
BACK TO OBJECTIVES
View Your Recording
View your recording:
1.Click Start, All Programs, Microsoft
Lync, and then click Microsoft Lync
Recording Manager.
Tip: You can also access the Recording
Manager from Lync . Click Tools on the menu
bar, then click Recording Manager.
2.In the Recording Manager window, select
if you want to view the recording in Lync
Recording format or Windows Media
B
O
ACK TO
BJECTIVES
Share Your Recording
Share your recording with others:
1.Open the Recording Manager and click
the Windows Media Recordings tab.
2.Select your recording, then click Browse
to navigate to the location your recording
was saved.
3.Copy the file and post it where others can
access.
TIP: You can also publish the recording directly to a location accessible to others, such
as a team SharePoint.
If you have saved your recording only in
BACK TO OBJECTIVES
Activity 3
Share your desktop and applications
1. Click Join online meeting to log in to your meeting.
2. On the Share drop down menu, click Desktop.
3. Note the sharing bar at the top of the screen and the gold bar in your meeting
notifying you for your sharing status. Click Preview to open the stage area. Click
Stop Sharing on the sharing toolbar.
4. On the Share drop down menu, click Program.
5. Select a program to share. Note the sharing bar and the notification in your
meeting.
6. Click Stop Sharing.
BACK TO OBJECTIVES
Activity 4
Deliver a PowerPoint presentation
1. On the Share drop down menu, click, PowerPoint Presentation.
2. Select the PowerPoint file, and click Open.
3. Use the tools at the bottom of the screen to move the slides or annotate on
your PowerPoint slides.
4. Click Stop Sharing.
BACK TO OBJECTIVES
Activity 5
Insert and use a Whiteboard
1. On the Share drop down menu, click New Whiteboard.
2. A Whiteboard page is inserted in your meeting.
3. Use the tools at the bottom of the screen to annotate on your Whiteboard.
4. Click Insert Image and select an image to insert on your Whiteboard.
5. Use the stamps button to insert Arrow, Check and X Stamps.
6. Click Stop Sharing.
BACK TO OBJECTIVES
Work with Anyone Anywhere
This section covers the following:
•
Collaborate with Your Contacts
•
Start an Unscheduled Online Meeting
•
Start an Unscheduled Conference Call
BACK TO OBJECTIVES
Collaborate with Your Contacts
You can use Lync to take advantage of the conferencing and collaboration features,
without having to schedule an online meeting.
You can share your screen with a colleague in another location, deliver a PowerPoint
presentation, or share ideas on the online whiteboard.
1.Double-click a contact’s
name to open a
conversation window.
2.On the Share drop
down menu, choose any
of the presentation
options:
BACK TO OBJECTIVES
Start an Unscheduled Online Meeting
Use the Meet Now option to quickly start an impromptu
online meeting and invite participants.
1. Open Lync , click the drop down menu next to the
Options button, and then click Meet Now.
2. Select an Audio option and login to the meeting.
3. To invite participants, click the People Options
drop down menu.
4. To add people within your organization and
federated organizations, or invite someone by
phone, click Invite by Name or Phone Number.
You can also drag contacts from your contact list
and drop in the meeting window.
5. To send an e-mail invitation to someone inside or
outside your organization, click Invite by E-mail
and send the Outlook invitation that opens
automatically.
BACK TO OBJECTIVES
Start an Unscheduled Conference Call
Start an unscheduled conference call with multiple contacts
1. In the Contacts list, hold the CTRL key, and then select the contacts that you want to
call.
2. Right-click the last contact’s picture or presence button, and then point to Start a
Conference Call and click Lync.
3. Your contacts receive a conference invitation alert
that allows them to join your conference.
Conference invitation alert
Join an unscheduled conference call
If you have been invited to a conference call, click the conference invitation pop-up alert
that appears in the lower-right corner of your computer and you’ll be added to the
conference call.
BACK TO OBJECTIVES
Activity 6
Start an Unscheduled Online Meeting (Meet Now)
1. Open Lync , click the drop down menu next to the Options button, then click Meet
Now.
2. Click the arrow next to People and then click Invite by Name or Phone Number.
3. Search for a contact or select from the list and click OK.
4. Your invitee will receive an alert and can join by clicking the pop up alert or Accept.
BACK TO OBJECTIVES
Microsoft® Lync™ 2010 Attendee
This section covers the following:
• Understand Lync Attendee
• Join a Meeting Using Lync Attendee
• Set up Audio and Video
• Lync Attendee Options
BACK TO OBJECTIVES
Microsoft Lync 2010 Attendee
Lync Attendee is a rich client that allows
you to participate in online meetings. You
won’t need Lync or an account on the
server
where the meeting will be hosted.
Interoperability
If both Lync Attendee and Communicator 2007
R2 are installed, the correct program for the
meeting automatically opens when you join
online meetings
Features
Lync Attendee provides IM, audio, video,
and all the data collaboration modalities
while you are in the conference.
BACK TO OBJECTIVES
Lync Attendee Requirements
•
If you’re running Windows, all that you need is Lync Attendee and the meeting link,
which typically comes in an e-mail message from the organizer.
•
Lync Attendee automatically selects the best possible combination of device settings
to use for the online meeting, or you can customize the settings.
•
When both Communicator 2007 R2 and Lync Attendee are installed, device settings
that were changed and saved on one client will be saved on the other.
•
Lync Attendee may be installed on your computer by your organization, or you can
download it from:
http://go.microsoft.com/fwlink/?LinkID=164090
BACK TO OBJECTIVES
Join Using Your Corporate Credentials
If you want to use your
Network credentials:
1.Click the meeting link in
your invitation to open
Lync Attendee sign-in
window.
2.Select Join using
corporate credentials.
3.In the Sign-in address
BACK TO OBJECTIVES
Join as a Guest
If you want to join as a guest:
1. On the login window, select Join as
Guest.
2. Type your name as you want it to appear
in the meeting, then click Join.
3. If the organizer has enabled the lobby,
you’ll be directed to the meeting lobby
until a presenter admits you in the
meeting. Otherwise, you’ll be logged in
automatically.
Lobby
BACK TO OBJECTIVES
Access Audio and Video Options
Lync Attendee automatically configures the
settings, depending on the device that you
connect to.
Verify Audio Settings
1. On the toolbar, click Settings. If you
do not see the toolbar, Press the Alt
key on your keyboard to activate the
toolbar.
2. Click Audio Device Settings.
3. In the Lync Attendee Options
window, click the Audio Device tab.
BACK TO OBJECTIVES
Set up Audio and Video
1. On the Audio Device tab, check
your Speaker and Microphone and
adjust as appropriate.
2. Click the Video Device tab, and
then select the webcam you want to
use.
3. Click Webcam Settings to adjust
the options as appropriate.
Audio Device
Video
Device
BACK TO OBJECTIVES
Lync Attendee Options
You can also
review or modify
Lync Attendee
options before the
meeting starts.
1.Click Start, and
then click All
Programs.
2.Click Microsoft
Lync Attendee.
BACK TO OBJECTIVES
Review
This training course covered the following
topics:
• Get Set up for Online Meetings
Dial in conferencing and Personal ID
• Schedule an Online Meeting
Multiparty/multi-platform meetings using
Lync and Outlook
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Excel, Lync, Outlook, PowerPoint, SharePoint, SQL Server, Windows, Windows Live, Windows Mobile, Windows Server,
and other product names are or may be registered trademarks and/or trademarks in the United States and/or other countries/regions. The information herein is for informational purposes only and represents
the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS
TO THE INFORMATION IN THIS PRESENTATION.
BACK TO OBJECTIVES
Microsoft Lync™ 2010
Delegate Training
®
Objectives
In this course you learn how to:
• Set up Delegate Access using Outlook
• Set up Delegate Access in Lync
• Schedule an Online Meeting on Behalf of Your Manager
• Initiate a Meet Now on Behalf of Your Manager
• Start a Conference Call on Behalf of Your Manager
Set up Delegate Access Using Outlook
2007
1. Click Tools then Options
2. Click Options
3. In the Options window, click Delegates
tab.
4. Click Add and type the name of the
person whom you want to designate as
your delegate
5. Click Add, and then click OK.
6. In the Delegate Permissions dialog box, under the calendar option , select Editor
rights.
7. To send a message to notify the delegate of the changed permissions, select the
Automatically send a message to delegate summarizing these permissions
check box.
8. Click OK.
Note: These steps must be performed by the manager
Set up Delegate Access Using Outlook
2010
1. Click the File tab.
2. Click Account Settings, and then click
Delegate Access.
3. Click Add.
4. Type the name of the person whom you
want to designate as your delegate
5. Click Add, and then click OK.
6. In the Delegate Permissions dialog box,
under the calendar option , select Editor
rights.
7. To send a message to notify the delegate
of the changed permissions, select the
Automatically send a message to
delegate summarizing these permissions
check box.
8. Click OK.
Note: These steps must be
performed by the manager.
Set up Delegate Access in Lync
1. Open Lync.
2. Click the drop down Menu, then
Tools and Call-Forwarding
Settings.
3. Click Edit my delegate members,
then click Add to select the
delegates.
Note: These steps must be performed by
the manager.
Schedule on Behalf of Your Manager
1.Open Outlook
and go to your
manager’s
calendar.
2.Select a time,
then click New
Online
Meeting on
the outlook
toolbar.
Select
a Time
Manager’s Alias
Shared Folder
Customize Your Meeting Options
Change the default
meeting options.
1.Click Meeting
Options on the Outlook
ribbon to customize
Access Level,
Presenters and Audio
options.
Select Presenters
Invitation to attendees
Note: The invitation will include your name, your manager’s name and the meeting
information; including meeting link and audio information.
2.When the Meeting
Meet Now on Behalf of Your Manager
1.Open Lync, click
the Options
button, and then
click Meet
Now. You can
also click Meet
Now on the
Menu Bar.
2.Select For <your
manager>.
3.An online
Join the Meet Now Meeting
People you invite to the meeting receive a
1
notification and can join by clicking the alert.
Pop-up invitation
2
Participants connected
3
Connecting to the meeting
Note: The Meet Now on-behalf-of boss must have audio to configured.
Start a Conference Call on Behalf of
Your Manager
1.Open Lync and select the contacts to join
the conference call.
Note: Hold the CTRL key down when
selecting multiple contacts.
2.Right click the selection and point to
Start a conference call.
3.Select For <your manager>.
Review
This course covered the following:
• Set up Delegate Access using Outlook
• Set up Delegate Access in Lync
• Schedule an Online Meeting on Behalf of Your Manager
• Initiate a Meet Now on Behalf of Your Manager
• Start a Conference Call on Behalf of Your Manager
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Excel, Lync, Outlook, PowerPoint, SharePoint, SQL Server, Windows, Windows Live, Windows Mobile, Windows Server,
and other product names are or may be registered trademarks and/or trademarks in the United States and/or other countries/regions. The information herein is for informational purposes only and represents
the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS
TO THE INFORMATION IN THIS PRESENTATION.
BACK TO OBJECTIVES
Microsoft Lync™ 2010
IM and Presence
Training
®
Objectives
In this course you will learn how to:
•
Find the right person
•
Connect with people you care about
•
Let people know where you are and what you are doing
•
Stay on top of your daily communication
Locating someone using incomplete information with Lync 2010
People are easy to get in touch with
Share current information using Lync 2010
Easily manage my day-to-day communications with Lync 2010
Finding the Right Person
This section covers the following features:
• My Picture and Personal Options
• Presence
• Hover Experience
• Search by Name and/or Keyword
• Contact Card
BACK TO OBJECTIVES
My Picture and Personal Options
Lync provides quick access to setting and
updating information a user wants to share.
Including a personal note, status, and location.
Personal Note, Status and Location
Change your Personal and My Picture
options
1. Click the Options button to display
Options.
2. Click Personal on the list of options.
3. Check options to show photos of your
contacts and update your presence
based on your Microsoft Outlook
calendar information.
4. Click My Picture.
5. Select which picture you’d like to show
or select the option to not show a
picture. You can also show a picture
from a web address.
6. Click Ok.
Personal Options
My Picture Options
BACK TO OBJECTIVES
Presence
Personal Note
Lync 2010 automatically sets your presence
based on your activity or Outlook calendar.
You can also manually update your status.
Options
Photo
Change your Status
1. Click the presence status and select one of
the options.
•
Available: You are online and available to be contacted.
•
•
Busy: You are currently in a call or in a meeting.
Do Not Disturb: By default, you will only see conversation
alerts from Workgroup contacts.
•
Be Right Back: You are stepping away from the computer
for a few moments.
•
Off Work: You are not working and not available to contact.
•
Appear Away: Your computer has been idle for a while.
•
Out of Office: You are out of the office.
•
Offline: You are not signed in to Lync 2010.
Status
Location
Presence Status
BACK TO OBJECTIVES
Hover Experience
The Me Area presents photo, status, and
other personal information to assist users
in identifying a contact. A contact’s picture
is a great place to start an IM.
Start an IM with Someone
1. Point to a person’s picture.
2. When the contact card opens, click the IM
button.
Or
Step 1: Hover
Step 2: Click
Display
Options:
3. Double-click the contact.
Change Display Options
1. Click the Display Options arrow.
2. When the group contact card appears, click
the IM button to send a message to the
whole group.
BACK TO OBJECTIVES
Search by Name/Keyword
Using the enhanced search functionality in Lync 2010,
you can quickly identify a person and their
availability, get search results that find the right
person, and also search on more than just names.
Expert Search uses keywords to narrow the search
for finding a person or group with specific attributes.
Search Criteria
Search for a Person
1. Type a person’s name in the search box.
2. Results appear below the box.
Search for an Expert
1. Type a keyword to narrow the search for finding
someone with specific attributes. You can also
just click the Skill tab to view Keyword-based
results for your search.
2. Results appear with your search criteria
highlighted.
Skill Results
BACK TO OBJECTIVES
Contact Card
The contact card is an ever-present tool for
viewing someone’s profile and organizational
information.
The contact card also serves as launch point
for communication with a person or group.
View a Contact Card
1. Hover over a person’s picture to display their
contact card.
2. Click the chevron (^) for a full version of
their contact card.
3. To see their organization, click
Organization.
Contact Information
Organization Information
BACK TO OBJECTIVES
Activity 1: Find a Contact and Start and IM
1.
Type a person’s name in the search box.
2.
Point to the person’s picture.
3.
When the contact card opens, click the IM button.
Question: What is an alternate way to start an IM?
BACK TO OBJECTIVES
Connecting with People
This section covers the following features:
• Frequent Contacts
• Action Bar for Multimodal
Communication
BACK TO OBJECTIVES
Frequent Contacts
Frequent Contacts simplifies contact management
by giving users easier access to favorite contacts.
Lync 2010 automatically populates the Frequent
Contacts group based on recent conversations,
but you can pin a few of your most important
contacts to this group for quick access.
Frequent Contacts
View Frequent Contacts
1. Click the chevron next to Frequent
Contacts.
Pin Frequent Contacts
1. Type the person’s name or e-mail address in
the search box.
2. In the search results, right-click the person,
and then click Pin to Frequent Contacts.
TIP: You can show or hide your Frequent
Contacts using the display options menu.
Pin Contact
BACK TO OBJECTIVES
Action Bar for Multimodal Communication
The Action bar allows users to intuit what
Lync 2010 provides and easily allows them
to decide how to contact someone. You can
send an e-mail message, or start an IM or
a phone call. You can also choose more
options like a video call, schedule a
meeting, or share content.
Use the Action Bar
1.
2.
3.
Hover over a contact.
Click any icon on the action bar to
initiate communication with the
contact.
Click the More Options icon to see
additional options for
communicating with this contact.
More
Options
Email
IM
Phone
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Activity 2: Discover the Action Bar
1. Hover over a contact.
2. Click any icon on the action bar to initiate communication with the contact.
3. Click the More Options icon to see additional options for communicating
with this contact.
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Let People Know Where You Are
This section covers the following features:
• Location
• Personal Note
• Activity Feed
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Location
Lync 2010 displays a location under your presence status
that is related to the network you’re connected to. You
can make this location more meaningful by renaming it
“Work” or “Home.” Then, every time you’re working from
this location, any contacts you want to let know will have
a better idea of where you are.
Location
Set your Location
1. Click the Set Your Location arrow.
Select a location.
Create a Custom Location
1. Click the Set Your Location arrow.
2. Click Set Your Location.
3. Type your location name in the Edit
Location window.
4. Click OK.
911 Location
TIP: 911 Location information can be
used by emergency services.
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Personal Note
Lync 2010 let you easily update your
location and note. You know at a glance
what others are seeing about you so you
can make sure your information is accurate
and up-to-date. Your personal note is
displayed as the second line of your
contact information when other people view
your contact information in Lync 2010.
Update your Personal Note
1.
2.
3.
Personal Note
Click in the Personal Note area.
Type your note.
You can also include a hyperlink.
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Activity Feeds
Activity Feeds provide a single view to
monitor real-time updates of shared
information.
Feeds
TIP: If you pin your contacts – you can use
Frequent in feeds to view only pinned
contacts in your feed.
Few your Feeds
1.
2.
Click the Feeds tab.
Scroll through available feeds.
Monitoring
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Activity 3: Update Your Personal Note
1. Click in the Personal Note area.
2. Type your note.
3. Update your note.
Challenge: Include a hyperlink in your Personal Note. Invite a contact to view
your personal note and click the hyperlink.
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Stay on Top of Communications
This section covers the following features:
• Notifications
• Windows 7 Integration
• Managing Conversations
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Notifications
There are four areas that allow you to organize and easily
view information about your contacts. Features like
notifications allow you to stay on top of past and present
conversations, know when someone is trying to get in
touch, and easily manage your active conversations.
Notifications surface communication activity from your
contacts.
View Notifications
1. Click Activity Feeds, conversations, or
Phone to view recent activity,
conversations, calls and voicemails.
Contacts
Activity Feeds
Conversations
Phone
Call Notification
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Windows 7 Integration
With Windows 7 integration, you can hover over the Lync 2010 icon in the task bar to
change your status and view and manage conversations.
Change Status
Navigate through active
conversations
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Managing Conversations
The Conversation area allows you to stay on top of past and present conversations.
You can navigate through open conversations or view past conversations without
leaving Lync.
Manage Conversations
1. Click the Conversations
Environment tab.
2. Scroll through the list of current and
past conversations.
Conversations
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Activity 4: Manage Multiple Conversations
1. Use the Conversations Environment tab to view current and past
conversations.
2. Hover over the Lync 2010 icon in the task bar to view current conversations.
3. Switch between conversations.
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Review
This course covered the following topics:
•
Find the right person
•
Connect with people you care about
•
Let people know where you are and what you are doing
•
Stay on top of your daily communication
Locating someone using incomplete information with Lync 2010
People are easy to get in touch with
Share current information using Lync 2010
Easily manage my day-to-day communications with Lync 2010
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© 2010 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Excel, Lync, Outlook, PowerPoint, SharePoint, SQL Server, Windows, Windows Live, Windows Mobile, Windows Server,
and other product names are or may be registered trademarks and/or trademarks in the United States and/or other countries/regions. The information herein is for informational purposes only and represents
the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS
TO THE INFORMATION IN THIS PRESENTATION.
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