Managed PC: Teams Phone Guide

Table of Contents

• Configuring Ensuring Your Computer is Ready
• Starting a Call using the Dial-Pad
• Putting a Call on hold
• Understanding whether a person is available for a call
• Adding someone to a call
• Transfer a Call
• Consultative Transfer

Configuring Ensuring Your Computer is Ready

Prior to using Teams to receive a call, make a call or attend a meeting, please ensure your headset is configured properly. If you do not have a headset, please contact Innessco to order a headset for you.

1. Ensure your headset is plugged into your computer

2. Click the 3 dots at the top of the app, then select Settings > Devices
  

3. In the Devices section, your headset should appear….

4. Under Audio Settings → choose your headset

5. Under Speakers, choose your headset

6. Under Microphone, choose your headset microphone
  

7. Under Secondary Ringer, choose Speakers/Headphones (Realtek® Audio)

8. Your final settings should be shown as follows:

9. Choose to Make a test call

 10. What will occur is that you should hear the test in your headset. Follow the instructions to see if you configured Teams call correctly

Starting a Call using the Dial-Pad

The Dial-Pad can be used to Dial someone who is outside of the company.

1. Navigate to the section

2. Using DialPad, type the number that you wish to call.

3. To start a call, click the call button

Putting a Call on Hold

1. To place a call on hold, click More Actions in your call window.
  

2. Then select Hold. Everyone on the call will be notified that they've been put on hold, and you can continue your call by clicking Resume.
  

3. People on hold (including you) won't 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.

Adding someone to a call

A maximum of 50 people can be added to a call.

1. To add someone new to a group call, select the Show Participants icon in your call controls.

2. Then type their name or phone number in the search box and hit enter. This will add them to the call.

Transfer a Call

Microsoft Teams provides the ability to transfer the call to another user. There are two types of transfers: Transfer (aka. Blind Transfer), and Consultative Transfer.

Transfer (Blind Transfer)

1. To transfer a call, select More options > Transfer in your call controls.
  

2. Type the name of the person you want to transfer the call to and select them. To finish, select Transfer.
  

3. Click the drop-down arrow in the Transfer button to see more transfer options.

4. Choose Work to transfer the call to their Teams number, or Work voicemail

 




Consultative Transfer

A consultative transfer allows the person to consult with the person prior to transferring the call. This may be done via the phone or using Chat. (Physical phones do not allow chat).

1. To transfer a call, select More options > Transfer in your call controls.
  

2. Type the name of the person you want to transfer the call to and select them. To finish, select Consult.

3. Two options for consultation:

a. To type a message to the person to who you wish to transfer the call and hit the send button.

4. Click the Telephone Button. Once you consult with the person,. click the Transfer.
  

If the person does not want to talk choose Stop Consulting.

5. If they wish to send it to their voicemail. Transfer the call using the Transfer instructions and in Step #4, choose Work