10 TIPS & TRICKS FOR MICROSOFT LYNC 2010
Transforming the way we communicate
Why should it take a team of A/V specialists to
manage a conference call? With Microsoft Lync 2010, it doesn’t. Lync brings together digital services
including voice, email, instant messaging (IM), texting, web and video conferencing, faxes, and more,
10
great tips for mastering Lync2
2
cool tricks with Lync and Microsoft SharePoint Server 20101
geeky
1 DRAG, DROP, DONE.
Need Chip? Or Skip? Or Flip? Why not all three. Discover how easy it is to add colleagues to your conference calls when you use Lync.
TO DO THIS
Drag a contact from your Lync client…
…and drop it in the Group Conversation window to add the person to a conference call.
2 EVERYTHING BUT THE
PERKY RECEPTIONIST.
Next time you set up a conference call, welcome callers to your virtual lobby—in Lync. The lobby lets people who call in to a meeting know they’re in the right spot. You stay in charge of who attends…and who doesn’t get in. TO DO THIS
In Outlook, set up a new online meeting. On the Home tab, click
Meeting Options, and select the lobby options you want.
When people call in, they’re placed in a soothing, virtual lobby until you start the meeting. You can see who’s there so you can control attendance.
3 BANISH BACKGROUND BOTHER.
Got blaring horns or barking dogs in the background of your conference call? Call off the hounds with a click. As the call leader, you can see who’s speaking and easily mute everyone else, or mute only the noisy offender.
TO DO THIS
Click the People Options menu.
Click Mute Audience. (You can also right-click the name of an individual in your participant list, and then click Mute or Unmute.)
4 YOUR CONFERENCE ROOM JUST GREW LEGS.
Ever sat in a conference room and wished you could take the meeting with you? Or tried to transfer a call, only to send your caller into PBX oblivion? When you use Lync, you discover a new kind of flexibility. TO DO THIS
While using Lync, click the Transfer ( ) menu.
5 TAG—YOU’RE IT!
You need that answer right away, but your colleagues are busy. With Lync, it’s easy to find out the instant they’re free. Tag them!
TO DO THIS
6 ARE YOU STUMPED?
Find the answer from an expert using Lync + SharePoint. No need to know who you’re looking for. With a skills search, you can find the expert you need and look like a hero in the process.
TO DO THIS
Right-click a contact. Click Tag for Status
Change Alerts.
You’ll be notified when his or her status changes to “Available” so you can get in touch.
Start typing keywords in the search box. Click Skill and let Lync do the rest.
Lync finds experts whose skills match in their SharePoint profile. With another click, you can be connected.
7 FEDERATION ISN’T JUST FOR CAPTAIN
KIRK.
Federation* is the cool way Lync lets you connect with customers, partners, and vendors outside your company just like you do on the inside. Chat, meet, and share with outside parties using Lync—plus, stay in touch over public IM networks such as Windows Live.
TO DO THIS
Type the name or email address of your contact in the search box. Hover over the search result, and then click the Add to Contacts button.
8 “AT LUNCH WITH THE PRESIDENT.”
Your colleagues may envy your jam-packed schedule, but at least they know where you are—thanks to Lync. With the activity update feeds, everyone stays informed about important milestones, including news about organizational changes.
TO DO THIS
9 YOUR RING WILL FIND
YOU.
Let your colleagues and customers know that no matter where you are, Lync can find you. You can set your incoming calls to simultaneously ring your phone and another number or contact. Plus, use Outlook to turn the ring feature on and off based on your business hours. TO DO THIS
At the bottom of the Lync window, click the Options menu. Click Simultaneously Ring, and then choose a number.
Click Call Forwarding Settings. Select Only apply these settings
during my working hours specified in Outlook to apply
call-forwarding settings during the work hours specified in your Microsoft Outlook Work Calendar.
10 BE UNFORGETTABLE.
Impress everyone with how well you remember details as information flies by in a meeting. Just use Lync. You can easily record voice, video, and web meetings; then upload your audio notes to a SharePoint site for later reference.
TO DO THIS
Click the More Options menu. Click Start Recording.
Lync saves the recording. If you have SharePoint Server 2010 and the appropriate rights, you can save the recording to a web address, such as a SharePoint asset library URL.
LEARN MORE
Count on more ways to benefit from Lync. Download Communications savings with Microsoft Lync 2010 for details.
Call our Federal Government team us at (800) 342–9224 Call our State and Local Government team at (888) 568–8500 Send email to [email protected]
Visit www.microsoft.com/govlync
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