Your personal Display Section

Presence notes

Display Picture & ‘Indicator’

Contacts

Activity Feeds Conversations

Phone

Options

Your LocationYour Presence

Presence

Coloured indicator

Set Location - Where you are right now.

Note: Presence is a visual indicator, which allows people to see what you are doing and if you are available to communicate.

Notes - Say what you are doing

Coloured visual representation. - Available - Busy - Do Not Disturb

1. Set your own

2. Automatic through outlook

Navigation screens Contacts Activity Feeds Conversations Phone

Contacts List

display picture

What is Andrews presence status?

Note: Your contacts list will provide a listing of all contacts you have added to Lync.

You can also change the view of the contact list to view by Groups, Status, or Relationship.

Where is Andrew?

Adding Contacts

Quick search box

Step 1 Step 2

STEP 2: As you start to type the name of the person you wish to add, Lync will begin to narrow down the results!

Step 3

STEP 3. Once you have found the contact you wish to add, click on the ‘+’ to add the contact, then select which contact group you wish to have them in.

click +

Adding Groups

Under “contacts”

STEP 1: Right click on any existing group.

STEP 2: Select ‘create new group’.

STEP 3: Give your new group a name.

1

2 3

Now you can drag-and-drop existing contacts into that group!

If you click or hover over a particular contact, you will see their ‘contact card’.

Send E-mail

Send IMCall Contact

More Options

Contact Cards

Contacts Types

There are Three different types of contacts in Lync.

1. LYNC CONTACTS show the person’s presence, and display picture. You can contact this person by IM, voice call, video call, e-mail, or Lync call.

3. FEDERATED CONTACTS Lync users are empowered to add their own contacts, those who work for organizations with federated Lync deployments, to their own Lync external contacts groups

2. PERSONAL CONTACTS is a contact listed in your Outlook contacts, but is not on your company’s global directory. These contact generally do not have Lync, so you cannot see their presence, and can only email them, or voice call them if they have a phone number attached to their contact card in Outlook.

4. PHONE CONTACTS is a contact that is essentially just a speed-dial listed in your contacts. You can see the display image is of a phone instead of a person. You can only voice call these contacts.

Activity Feeds

You can change the view 3 ways:

ALL: updates from your contactsFREQUENT: Updates from only your most frequent contactsMY ACTIVITIES: Only shows your updates/changes

Note: The Activity Feeds button is similar to looking at a news feed in Facebook.

It provides you with a summary of peoples activities changes and updates that have taken place.

Conversations

You can change the view 3 ways:

ALL: All conversation listsMISSED: Any missed conversations (also saved in Outlook)CALLS: Only show calls (no IM/video)

Note: By clicking on ‘View more in Outlook’, Lync will open Outlook and navigate you to the folder where all conversations are stored.

The ‘Conversations’ view will show you a list of Phone Calls, IM’s and Video Calls.

Phone

Note: The ‘Phone’ is a virtual control for dialling a number on Lync and is especially useful for selecting a queue.

You can use the numbers on your keyboard to type a number here

You can use the number-pad in Lync to dial your number, and click ‘CALL’ to place the call.

New voicemail messages

If you click on ‘view more in Outlook’ you can view your voice mail as voice and an email.

Double left-click on contact

Instant Messaging

Instant Messages to your work-mates can be a big time-saver, and they are easy to use as well

Type your message.(try and be nice-ish) Press ‘Enter’

and wait for a reply!

Step 1

Step 2Step 3

Instant Messaging

Click on ‘People Options’ to display the drop-down

Select ‘Invite by name’

To add another person to the conversation:

Click invite to invite

Step 1

Step 2

Step 3Select person

Double left click

Instant Messaging

Conversation window

You can also simply just click on a contact and drag them into the conversation.

Group Conversation

Calling using Lync

There are three different types of call you can make in Lync.

Voice callsA standard voice call using a numberlisted in the contact card, or a new number.

LYNC callsA call that connects from your computerdirectly to the contact’s computer, usingInternet or Intranet rather than a phoneline.

Simply click on the type of call you would like to make to start the call.

VoicemailPlace a call directly to the contact’s voicemail inbox.

Call Controls

Video Calling

Sharing OptionsPeople Options

Transfer options

Device List

Lets step through the call control options in Lync’s Call window...

Call Controls

The Device options for current call.

Transferring your call

Sharing with current call.

Call Controls

The ‘Call Options’ Drop-down contains a few miscellaneous options that can be very helpful within certain calls.

‘People Options’ To add participants

Other options

Transferring calls

If you want to transfer the person straight through, this is referred to as a cold transfer.

1. Click on the ‘transfers’ button

By selecting one of your phone numbers, you can transfer the call to another one of your phones, ie, your mobile.

By selecting ‘another person’, your contacts list will re-appear.

2. Select your contact (or dial a number) and click ok to transfer the call straight through!

Warm Transfers

If you need to speak to the other person before transferring the call through, You would use a warm transfer.

STEP 3: When ready, select ‘current conversations’ and select the person you wish to transfer

STEP 1: Place your caller on hold.STEP 2: Start a second call as normal

Conference Calls

STEP 1: Place your caller on hold.

The process to conference another caller in is similar that of a warm transfer.

STEP 2: Start a second call as normal

STEP 3: When ready, select ‘’Merge this call’ and select your other caller.

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 glow appears around the screen.

4. Click Stop Sharing to stop showing 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.

Share your Desktop

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

Share a program

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 confirmation box to proceed.

3. This person is now in control of your sharing session and can use their keyboard and mouse to control your shared content. The option to Release Control also becomes available on their Online Meeting toolbar.

4. To take back control click Take Back Control on the Give Control menu.

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

Control Sharing

OR

Note: Only one person can be in control at a time.

To deliver a PowerPoint presentation:

1. Click Share in your meeting.

2. Click Share and click PowerPoint Presentation.

3. Double click the PPT file you want to share.

4. The slides will be shown in the Stage area.

Show ThumbnailsAnnotation Tools

Show Presenter Notes

Share a Powerpoint Presentation

5. To move the slides, use the arrows at the lower right corner of the meeting window.

6. To show the thumbnails, click the Show Thumbnails icon.

7. Click Show Presenter Notes to see your notes.

8. Use the controls at the bottom of your meeting to annotate on the slides, use a laser pointer, insert an image, etc.

9. To stop showing the PowerPoint presentation, click Stop Presenting.

Use the whiteboard to post a note to everyone in the meeting or use as a fresh page on which to brainstorm. Everyone in the meeting can write and draw on the whiteboard.

1. Click Share in your meeting.

2. On the Share drop down menu, click New Whiteboard.

Insert a Whiteboard

3. A whiteboards page will be inserted in the Stage area.

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.

To add a file to your meeting, such as a hand out or your presentation for the participants to download:

2. Select the file that you want to upload and then click Open. 3. By default everyone in the meeting can save the attachment locally. To control access, click

the arrow next to the file, point to Make Available to and choose one of the following: Meeting Organizer, Presenters, Everyone. You can change the access level anytime during the meeting.

Participants in the meeting can click the Add or View Attachment button and then click the file to download it locally.

Meeting attachments

1. Click the Add or view attachments button.

To 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.

Record a Meeting