Skype for Business

User guides and training videos

Overview

Skype for Business lets you quickly connect with others across your company or people around the world. It’s about bringing visual experience to our calls and meetings, through video and screen sharing and making it easy to find each other and communicate.

Guides

    1. Open Skype for Business
    2. Signing in should not normally be necessary as Skype for Business should start automatically when you start your computer. If you change this option at some point, then you can still find Skype for Business under Productivity on the start panel. If you are challenged on first use, simply enter your credentials and Skype for Business will use those going forward.
    3. If asked if you want to save your password for sign-in, in the future, choose ‘Yes’
    4. At the ‘Help Make Skype for Business Better’ box, choose whether to allow Microsoft to collect error logs and device configuration information
    1. Click the 'Select Primary Devices' (headset in the bottom left corner) icon.
    2. Select 'Audio Device Settings' and choose your preferred audio device from the list available.
    3. Click the ‘Play’ button to test the speaker and adjust the volume.
    4. Click on ‘Video Device’ in the left menu, under ‘Audio Device’.
    5. Select ‘Video Device’ and choose your preferred camera from the drop-down list at the top of the screen.
    6. Click ‘Camera Settings’ if you wish to adjust lighting or colour.
    7. Click OK.

     

    Your audio and video are now set up to start making video and audio calls.

    • Skype for Business lets you see who is available, busy or away. You can also change your presence at any time. Your presence changes automatically, according to your Outlook calendar, however you can change it manually and set a personal note, which will appear in your colleagues’ contacts list or on your contact card so people can see it.
    • If you join a Skype for Business meeting, your presence will appear as ‘In a meeting’. If you are on a video or audio call, it will change to the red icon (‘Busy’) and display to your colleagues as ‘In a call’.
    • You can click the arrows next to your name to change and set your presence then choose a status you want to show to others.
    • If you want Skype for Business to automatically change your status for you, click the ‘Status’ menu again, then click ‘Reset Status’.
    • The three most used indicators are ‘Available’, ‘Busy’ and ‘Away’, however there are some other common indictors you can use:
      • Available
      • Busy
      • Away
      • Do Not Disturb
      • Offline

    Set up a Skype for Business meeting:

    Skype for Business allows you to create an online meeting straight from Outlook in a few simple steps:

     

    1. Open your Outlook calendar
    2. Click the ‘Home’ tab
    3. Click the ‘New Skype Meeting’ button. This will populate your invitation with the ‘Join Skype Meeting’ link which your attendees will click to join the meeting
    4. Add the invitees as you normally would and enter the subject of the meeting.
    5. Add an agenda or meeting information.
    6. Choose the time and date.
    7. Click ‘Send’.
    1. Open your meeting invite from Outlook.
    2. Click 'Join Skype Meeting'.
    1. Open Skype for Business
    2. Click the 'Meetings' icon.
    3. Select the meeting and press 'Enter' or double click on the meeting.
      or
      Right click the meeting and click on the 'Join' button.

    A voice call can be made to any number, any person, whether a company employee or not. However, i fyou cann an external number, you can't turn this call into a meeting.

     

    1. Calling a colleague from your contact list:
      • Open Skype for Business.
      • Find the contact in your contact list or search for the person you want to call.
      • Hover over the person's picture you want to call.
      • Click the 'Call' icon.
      • To end the call, click the 'End call' button.
         
    2. Calling and external contact anywhere in the world:
      • Open Skype for Business.
      • Click on the keypad.
      • Enter the telephone number.
      • Click the 'Call' icon.
      • To end the call, click the 'End call' button.
    1. Open Skype for Business.
    2. Find the contact in your contacts list or search for the person you want to video call.
    3. Hover over the persons picture you want to call.
    4. Click the 'Video' icon.
    5. To end the call, click the 'End call' button.

    During a Skype for Business call, you can add more people to the call. So, if you need another opinion, some extra help or you just want to catch up quickly, it’s simple and easy to do during the call:

    1. In the meeting window, click the 'Invite more people'.
    2. Select someone from the list, OR type someone’s name or full phone number in the search bar.
    3. Click 'OK'.
    4. Skype for Business will call that person and add them to the call.

    You can transfer a call to another colleague or number. Let’s say you have been called for some advice, but you know a colleague who has more experience, you can then transfer the call to that person. You can even transfer the call to your mobile phone, so you can leave the office and carry on with the conversation.

    1. Click the 'Call Controls' button in the bottom right hand corner of the call window.
    2. Click the 'Transfer' button and type in the name of the person (or number) you want to transfer the call to.
    3. Click 'Transfer'. You’ll then be connected to the person you want to transfer the call to and the person you were previously speaking to will be put on hold until you hit transfer again.

    Occasionally you may want to forward your calls to another person, another number or to voicemail.

    Each individual has the right to delegate and change this setting, no one else can do this for you in your absence.

     

    Remember – your voicemails will now be accessible via Skype. You will receive an email with a link to access any new voicemails received.

    • Open Skype for business and click the 'Settings' icon.
    • Click 'Call Forwarding' in the options menu.
    • Click 'Edit my delegate members'.
    • Chose the person you want to make a delegate. If they are not in the list, click the 'Add' button to select them.
    • Make sure to tick the 'Receive Calls' box.
    • At this point you can also choose after how many rings you want your delegate to be called.
    • Once done, click 'OK'.
      *In the 'Call Forwarding' section, click 'Forward my calls to' and choose the number you want to delegate your calls to.
    • This option means Skype for Business and any other number you have (e.g. mobile phone) won’t call you.
      *In the 'Call Forwarding' section, click 'Simultaneously ring' and choose the number or person you want to delegate to.
    • This option means you and your delegate will be called at the same time when a call comes in.

     

    You can quickly access your call forwarding options by using the Call Forwarding button:

    1. At the bottom of the Skype for Business main window, click the 'Call Forwarding' button.
    2. In the drop-down menu, select 'Turn Off Call Forwarding', 'Forward My Calls To' or 'Simultaneously ring', and choose an option.

    You can call phone numbers using the dial pad in Skype for Business.

    1. From the main Skype for Business screen, click in the search bar.
    2. Type in the external number you want to dial.
    3. Hit enter to dial.
    1. Open your Outlook calendar.
    2. Click the ‘Home ’ tab.
    3. Click the ‘New Skype Meeting’  button. 
    4. Add the invitees’ as you normally would and the Subject of the Meeting. You’ll see that the Skype “Join” information and links have already been added.
    5. Add an agenda or meeting information.
    6. Choose the time and date.
    7. Click ‘Send’.

    When you are scheduling a Skype for Business meeting, you can choose various options to allow people to instantly join the meeting or wait in the lobby until you’re ready to let them in. By default, Skype for Business is set to be used for small groups of people. However, if you want to have a large meeting with more than 15 people, or a meeting that may include sensitive information or be confidential, we’d recommend changing the settings.

    • To do this, click the ‘Meeting Options’ button in your Outlook calendar which is next to ‘Join Skype Meeting’.
    • The ‘Skype Meetings Options’ window will pop up.
    • You can change the options to choose who must wait in the lobby until you admit them into the meeting.
    • You can also choose who will be a presenter during the meeting. You can do this within the meeting by clicking the ‘People’ icon in the meeting window and then use the options in the ‘Participants Actions’ tab.

    These people don’t have to wait in the lobby:

    Who gets in directly? What happens Recommended settings to use when...
    Only me, the meeting organizer You are the only one who gets into the meeting directly. Everyone else must wait until you admit them to the meeting. You have a high security meeting and confidential information.
    People I invite from my company Only people who were invited to the meeting join the meeting directly. Everyone else must wait until you admit them to the meeting. You’re discussing confidential information and want to allow only specific people to join.
    Anyone from my organisation Anyone from your organisation can get into the meeting directly, even if not invited. You don’t have external participants and you are not discussing confidential information.
    Anyone (no restrictions) Anyone who has access to the meeting link gets into the meeting directly. You’re inviting outside participants, and you’re not discussing confidential information.

    Please note: If your business allows you to create meeting requests that include call-in details (Enterprise Video), don’t forget to set options for people to call in. Select:

    • the 'Enable PSTN dial-in conferencing' check box.
    • You can also enable name announcements when people enter or leave the meeting. It is recommended this is disabled for large meetings.

    This is where you can choose who will be presenting in the meeting. Anyone with ‘Presenter’ permissions will have full control within the meeting, meaning they can share content, change the meeting options, record, mute, etc.

    Who’s a presenter? What happens Recommended when...
    Only me, the meeting organiser Only you as the meeting organiser have presenter permissions. Use when the participants don’t have to interact with the meeting content. You can designate additional presenters during the meeting if you decide you want to.
    Anyone from my organisation Anyone from your organisation can be a presenter. Suitable for informal meetings with your teammates, where all participants can share and modify content.
    Anyone (no restrictions) Everyone you invite can be a presenter. Use when you have external participants and want them to present.
    People I choose You and the people you choose can be a presenter.

    Use when you want specific people to be presenters.

    Note:  When you select ‘People I choose’, click ‘Choose Presenters’, and then move the participants from the ‘Attendee’ to ‘Presenter’ side. External invitees and distribution lists can’t be added as presenters, but you can give presenter permission to individuals when you’re in the meeting.

    How do I make my participants a presenter?

    Choose who will be a presenter during the meeting. You can also do this within the meeting by clicking the ‘People’ icon in the meeting window and then use the options in the ‘Participants Actions’ tab.

    If you want to hold a large online meeting or want to reduce interruption during the meeting, you can change various settings. You can disable Instant Messaging, mute all attendees and stop attendees from using their webcams. These settings will be enabled for attendees who join your meeting. 

    1. Click the ‘Participants’ button to open the ‘Participants’ pane so you can see a list of everyone in the meeting.
    2. Click the ‘Participant Actions’ button.
    3. Click one or multiple buttons to apply these settings to all attendees. 

    People can dial in from a phone instead of having to join using the computer for audio.

     

    The invitation can also include a local number to help avoid long distance charges.

     

    In the meeting options, click the ‘Phone’ tab, and, under ‘Where will most people call in from?’, select the country you want to use. The local number then shows up on the invitation.

    06. I’ve forgotten my Dial-in PIN, how can I find it?

    Most of the time, you don’t need a PIN when you call into the meeting with a phone. You get connected directly, and your number shows up in the participant list. But, if you want to call in as the leader or an authenticated caller, you’ll be prompted for your PIN and / or work number or extension.

     

    Please note:  Dialling in as authenticated caller simply means that the meeting is secured, and you need to be identified before joining the meeting. After you’re identified, your name, instead of your number, shows up in the participant list.

     

    If you don’t remember your PIN, in the meeting request, click ‘Get your PIN now’, and follow the instructions on the page to set it up or reset the PIN.

    Most of the time, you don’t need a PIN when you call into the meeting with a phone. You get connected directly, and your number shows up in the participant list. But, if you want to call in as the leader or an authenticated caller, you’ll be prompted for your PIN and / or work number or extension.

     

    Please note:  Dialling in as authenticated caller simply means that the meeting is secured, and you need to be identified before joining the meeting. After you’re identified, your name, instead of your number, shows up in the participant list.

     

    If you don’t remember your PIN, in the meeting request, click ‘Get your PIN now’, and follow the instructions on the page to set it up or reset the PIN.

    Share your desktop or a program and show everyone what you’re talking about.

    1. In the meeting window, click the ‘Present’ button
    2. Click ‘Present Desktop’  to show the entire contents of your desktop
      or
    3. Click ‘Present Programs’  and double-click the program you want to share
      or
    4. Click ‘Present PowerPoint files’  to share a presentation
    5. If you share a program, it will have a yellow border and a ‘Now Presenting’  tab on your desktop.
    6. To stop sharing, click ‘Stop Presenting’  on the bar at the top of your screen, or at the top of the meeting window 

    Share a file or a picture

    • If this is a two-person impromptu meeting, the simplest way is to drag and drop—either to the IM area or to a participant’s name.
    • If you’re in a scheduled meeting, click the ‘Present’  button and select ‘Add Attachment’ 
    • Search for the file you want to share and click ‘Open’ 
    • Your file will upload to Skype for Business
    • Meeting participants can download the file from the presentation menu on the ‘Manage Attachments > More’ option.

    Share notes with OneNote

    • OneNote is fully integrated with Skype for Business. You, or anyone you’ve given permissions to before the meeting, can have access to the OneNote file and take notes.
    • If you’re in a scheduled meeting, click the ‘Present’ button and select ‘Add Attachment’ 
    • Search for the file you want to share and click ‘Open’
    • Your file will upload to Skype for Business
    • Meeting participants can download the file from the presentation menu on the ‘Manage Attachments > More’ option.
    • Participants who joined the meeting using Skype for Business are automatically added to an attendee list in the OneNote.

    Give control to others

    • Allow others to flip through slides, contribute information, and make changes to a whiteboard or OneNote, PowerPoint, or other kind of file, or demonstrate a program with just a couple of clicks. 
    • Click ‘Give Control’
    • Pick a person or click ‘Give Control Automatically’ to automatically give access to anyone who asks for control of your desktop

    Share a whiteboard 

    • Need to show what you’re talking about? Draw it using the Whiteboard! It’s also great for brainstorming.
    • In the meeting window, click the Present button, click More, click ‘Whiteboard’ 
    • Check out the toolset on the right side of the whiteboard. It’s even got a laser pointer.

    It’s easy to capture audio, video, IM, and what’s being presented.

    • In the meeting window, click the ‘More Options’ button 
    • Click ‘Start Recording’ 
    • After the meeting, go to ‘Manage Recordings’  to publish, play, rename, or delete the recording.

    In the meeting window, choose a view by clicking ‘Pick a Layout’ option at the top right of the screen and then clicking any of the following:

    • ‘Gallery View’ - to show all the participants’ videos (if you have more than two people)
    • ‘Speaker View’ - to show the presenter’s video or photo at the lower-right corner of the meeting window, plus meeting content
    • ‘Content View’ - to show only the meeting content
    • ‘Compact View’ - to show the tiles of the participants’ photos in a compact window.

     

    The options you’ll see are dependent on the people and content in your meeting.

     

    To control call participants, in the meeting window, right-click someone’s video or photo, and then click any of the following:

    • ‘Mute’ – to mute
    • ‘Unmute’ – to unmute
    • ‘Remove’ – to remove that person from the call
    • ‘Lock the Video Spotlight’ to turn off video / photo of everyone other than the person who is talking.

     

    To see videos or photos in a separate window, click ‘Pop out the video gallery’, and then click either:

    • ‘Full Screen View’ - for a large view of the videos or photos
    • ‘Pop in people region’ - to go back to normal view.

    Check that you have selected the correct meeting details and input them correctly.

    Ensure you have a  strong internet connection.

    You may need to ask the host to give you ’Presenter’ permissions so you can start sharing. Ask the presenter to check your permissions within the Skype for Business meeting.

    There are a few factors that can affect the audio on your call. Firstly, check that you have the correct settings on your PC for the audio and that your headset is correctly plugged in.

    You might also want to check your internet, slow internet speeds can cause lagging in your audio, especially if you are sharing video. Try switching to an audio only option if you have low bandwidth.

    Check that your internet connection is strong enough to allow the broadcast of video through the browser. If your connection is weak this will cause the video to drop. Try to connect with an ethernet cable or change to a different wi-fi connection.

    The app is a free public download, available on both  Google Play and Apple App Store, but can only be downloaded by devices running a supported Operating System (OS). If you are unable to download the app from the store, your device is probably running an older operating system (OS).

    Check that you have entered the meeting details correctly and that you have a wi-fi or mobile data connection. If you only have a mobile data connection, check that you have ‘Use mobile data’ enabled in the app settings.

    If your device does not have access to a wi-fi or mobile data connection, please refer to the meeting invite and dial into the meeting using a  phone.

    The quality of the sound on your conference call will depend on the quality of your wi-fi or mobile data connection. If you are on a weak data signal or move into an area where your signal strength drops, you may experience poor audio quality.

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