Explore our Microsoft Teams Calling Training Videos
To ensure a smooth adoption of Microsoft Teams telephony, it's essential for your employees to gain a comprehensive understanding of its functionalities and capabilities. Our concise training videos offer step-by-step walkthroughs, starting from fundamental calling features and progressing to advanced functions like delegate management.
Microsoft Teams Phone Basics
Overview of Teams Calls app
Make and review your calls and voicemails and manage your call settings in Microsoft Teams.
Make MS Teams calls
Start 1:1 or group calls with anyone in your organization — no matter where you are in Microsoft Teams.
Tips for Teams calls
Whether you're on your desktop or mobile phone, here are different ways to collaborate with calls in Microsoft Teams.
Hide chats and delete messages
Hide chats and delete messages in Microsoft Teams if they're no longer relevant.
Set up a delegate to take your calls
Add a delegate to answer or make calls on your behalf in Microsoft Teams.
Getting Started With Teams Phone
View these concise, easy-to-follow instructional videos designed to assist all members within your company in maximizing the benefits of Microsoft Teams Calling.
How to make and receive calls
In this video, we show how to make one-on-one or group calls in Microsoft Teams. You can make calls directly from a chat or use the dial pad to enter a phone number as well as get notified about potential spam call
How to set-up Call Forwarding
Never miss a call again with call forwarding capability in #MicrosoftTeams. Whether you simply want the call to go directly to your voicemail, to another number, another person or even a group of people this video walks through how to set-up it all up right in Teams. With Call Forwarding in Microsoft Teams, you can set up your answering rules the way it works for you and your business.
How to Transfer calls with ring back
There are many reasons why you may need to transfer a call to another person or department. IN this video, we show how easy it is to transfer a call to someone else with #MicrosoftTeams. A quick tip, remember to turn on Ring back in case there no one answers so the caller will be routed back to you.
How to merge calls
While you're on a call with another person (or a group call), you might decide you want to bring someone else into your conversation. This video shows the steps to merge calls in #MicrosoftTeams to do just that.
How to share calls for group pickup
Never miss an important call with the Call sharing and Group call pickup features in Microsoft Teams. In this video, you will learn how to share your incoming calls with colleagues, so that they can answer calls that occur while you are unavailable.
How to Transfer a call to another device
Whether you are on the go or at your desk, at home or in the office, this video shows you how to seamlessly transfer calls from one device to another while on a call in #MicrosoftTeams. You can even do it without experiencing any interruptions. Don’t forget you need to have the Teams app installed in both devices to transfer the call.
Configure and access your voicemail
With Microsoft Teams Phone voicemail feature, you can get the most out of your calling experience in Teams. Whether you are temporarily unavailable or out of the office, configuring and accessing your voicemail in Microsoft Teams Phone could not be simpler.
How to transcribe your 1:1 VoIP calls
With #MicrosoftTeams Phone, transcribing your audio calls from speech to text is easy. This video shows how to start transcribing your calls no matter where you are so you can focus on what is being said, knowing you’ll be able to go back to the recording and transcription after the call.
How to change your ringtone
Longing for a ringtone change of pace? This video explains how to find and change your ringtone options in #MicrosoftTeams.
Microsoft Teams Phone For IT Admins
View these concise, easy-to-follow instructional videos designed to assist all members within your company in maximizing the benefits of Microsoft Teams Calling.
Assign Teams Phone licenses
You can use the Microsoft 365 admin center or PowerShell to assign licenses to users in your organization. You must be a Global admin or User management admin to manage licenses.
Manage devices in Teams admin centre
In this video, you will see how to manage Teams devices. Learn how to quickly find devices by multiple values, such as username fields, and how to apply different filters to manage the team devices – all from the Teams Admin Center.
Remotely Provision devices
In this video, we demonstrate how to remotely provision Android-based & SIP devices in the Microsoft Teams Admin center. Learn more on how to upload MAC addresses & sign in remotely using a resource account.
Monitor Device Health in Admin Center
In this video, we demonstrate how to monitor Teams Devices health in the Teams Admin Center. Learn more about the differences between healthy, critical & non-urgent devices. Also watch how to proactively monitor the health of Teams devices via Rules and alerts.
CRM Integration with Teams Phone
With CRM integration, IT admins can enable the automatic launch of an external app or URL for Teams users with a Teams Phone license. Teams automatically launch an external web app or URL upon call acceptance when an agent receives an external PSTN call. Additionally, Teams insert parameters to pass details about inbound callers like their caller ID to the web app/URL. Teams also securely retrieve the associated screen or content, such as a customer record, in the browser in parallel with the Teams call stage. Teams' users can turn off the setting to automatic external app/URL launch as well.
With CRM integration customer records are automatically open when a call queue agent answers an incoming call. Administrators will be able to assign this capability to specific users so that incoming call metadata can be used to trigger a web page URL in the browser-based experience of your CRM provider..
Assign phone numbers to users
Learn how to assign phone numbers to users in the Teams Admin Center. Learn how to get to the list of phone numbers available in your organization, and filter the list to find your number easily. The unassigned phone number can then be assigned to any user. Be sure to subscribe to our Microsoft Teams YouTube channel so you don’t miss out on what else you can do in the Teams Admin Center.
Call Quality Dashboards
The Call Quality Dashboard (CQD) shows call and meeting quality, at an org-wide level, for Microsoft Teams. The latest version of CQD features a near-real-time (NRT) data feed, which means that call records are available in CQD within 30 minutes of the end of a call. Wherever CQD includes end-user identifiable information (EUII) data, it's managed in the same way as EUII throughout Microsoft 365.
CQD is designed to help Teams admins and network engineers monitor call and meeting quality at an org-wide level. You'll use CQD to help you optimize your network to drive performance quality. When you need to look into call and meeting information for a specific user, use CQD data in conjunction with per-user call analytics
Auto attendants and call queues
Auto attendants allow you to set up menu options to route calls based on caller input. Menu options for an auto attendant--such as "For Sales, press 1--For Services press 2"--let an organization provide a series of choices that guide callers to their destination quickly, without relying on a human operator to handle incoming calls. Call queues are waiting areas for callers. For situations where callers need to reach someone with a particular specialty--such as sales or service--rather than a specific person, you can use call queues to connect callers to the group of agents who can assist them. Callers are put on hold until an agent assigned to the queue is available to take their call. Used together, auto attendants and call queues can easily route callers to the appropriate person or department in your organization.
Voice Enabled Channels
for Collaborative calling
Streamline internal and external customer call management experiences with built-in auto attendants, call queues and voice-enabled channels in Microsoft Teams. Voice-enabled channels allow connecting a call queue to a channel in Microsoft Teams.
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Users can collaborate and share information within the channel while taking calls in the queue. This feature is ideal for scenarios such as an IT help desk or HR hotline. IT admins can quickly connect call queues to specific channels, and team owners can manage the settings
View and manage effective user policies
Learn how to view and manage users’ effective policies, in the Teams Admin Center, in a way you will see which setting users are experiencing. Learn how to navigate the list of policies assigned to a user.
Know more about the precedence, the ranking of policies assigned & learn how to change the policies assignment Be sure to subscribe to our Microsoft Teams YouTube channel so you don’t miss out on what else you can do in the Teams Admin Center.
Change users’ voice settings
Learn how to change users’ voice setting to configure outbound calling and answering calling rules. Learn how to get into the list of active users in your organization, get into a specific user voice setting page, and learn about the type of setting their voice configurations. Be sure to subscribe to our Microsoft Teams YouTube channel so you don’t miss out on what else you can do in the Teams Admin Center.
View users’ meeting and call information
We will share how to navigate to the manager user page. From this page. You will be able to select any user and view all the meetings & call the details of the selected user.
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Learn how to filter the displayed data & how to view the detailed page of a meeting or a call. Be sure to subscribe to our Microsoft Teams YouTube channel so you don’t miss out on what else you can do in the Teams Admin Center.