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MS TEAMS CALLING – GETTING STARTED WITH CALLING

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Once you are signed in, on the home screen you’ll see upcoming meetings, missed calls, voicemail, and more. With a single click, join a meeting, listen to voicemail, or return a call. 

teams phone home screen

In this article

Manage your calls

Participate in meetings

Add contacts and groups

Delegate your calls

Act as a delegate

Lock the screen

Connect your Teams phone to Teams Windows desktop

Manage your calls

Select Calls to access your Favorites. These may include speed dial contacts, your delegates, or people you support brought over from the Teams desktop. 

Favorites screen

Select Recent for your call history and make calls with a single click.  

Recent tab

Want to add the caller as a speed dial contact? Select the caller and then the star. To remove a caller, simply select the star again to cancel the selection.

Add Favorite from Recent screen

You can also start a video or phone call here, or go to the caller’s contact card to view more details before contacting them. 

On phones with a horizontal display, the dial pad is always available. If your phone display is vertical, select  New call icon  to access the dial pad. 

New call button on vertical display

Participate in meetings

Join a meeting from your calendar or a notification with a single click. Once inside, you’ll be able to:

  • Send and receive video, and turn off incoming video to reduce required bandwidth, if your hardware offers video capabilities.

  • Start recording the meeting.

  • Raise your virtual hand to indicate you want to contribute.

  • Turn live captions on and off.

Select More options More options button  to access the menu.

Location of More options icon during meeting

For more information, see Meetings and calls.

Add contacts and groups

Go to the People screen to view and connect with all your contacts, and to organize them into groups so that they’re easier to find.

People screen

Select  plus sign icon  to add a contact to the current group (above, the current group is All Contacts), or to create a new group. 

To switch the view from All Contacts to a different group, select  More button  next to People and select the group.

Call groups menu

Delegate your calls

You can choose someone to act as your delegate—a person or common-area phone account who can receive and make calls on your behalf. When you add a delegate, you’re essentially sharing your phone line with them, so they can see and manage all of your calls. 

Add a delegate

  1. Tap your profile picture.

  2. Go to Settings > Manage delegates.

  3. Type in the name of the person or common-area phone you’d like to add.

View or change delegate permissions

You can change what capabilities your delegates have, including whether or not they can also add new delegates and change their delegate settings.

  1. Go to Calls Call tab icon  > Favorites.

  2. Under Delegates, tap on a delegate’s name > View permissions.

  3. Turn on or off the toggles for the feature you’d like your delegate to have access to.

Turning on the toggle for Change call and delegate settings will allow your delegate to access this menu and make changes themselves.

These permissions can also be accessed from the Manage delegates menu in from the previous section.

Bring up the bottom menu with permissions options.

View permissions for delegates.

Join active calls

As a delegator, you will always be able to join any active call being handled by your delegates.

  1. Go to Calls Call tab icon  > Favorites or Recent.

  2. Under Favorites, ongoing calls will be shown next to your delegate’s name. Under Recent, the Ongoing tab will show all currently active and held calls.

  3. Tap on Join.

Hold and resume calls

As a delegator, you can resume any calls put on hold by your delegates. Just tap on Resume in the Ongoing section of Recent.

Act as a delegate

If you’ve been designated as a delegate by someone, you can make and receive calls as that person. It is also possible to be a delegate for several different people.

View and switch between shared lines

You can switch between the lines you share with different delegators.

  1. From the home screen, tap Shared lines.

  2. Using the dropdown at the top of the screen, you can switch between delegators.

switch between your various delegators.

Additionally, you can switch between shared lines from the Calls Call tab icon  tab. Just tap the name of the delegator under People you support.

Manage a delegator’s line

You can view calls on your delegator’s line. With proper permissions, you can place calls as your delegator, join an active call and resume calls put on hold, and manage other delegates for that delegator.

Make calls as someone else

With the proper permissions, you can place calls as your delegator. Any time you place a call, a menu will appear asking if you want to call as yourself or as one of your delegators.

Call as yourself or someone else.

Lock the screen

To protect confidential information when you’ll be away or with a visitor, lock the phone’s screen. You will still be able to receive phone calls, but not make them.

To access the phone’s lock setting, select  More button  and then Settings Device settings.

Connect your Teams phone to Teams Windows desktop

Connect your phone to your Windows computer to enable cross-device interaction. Your Teams phone will conveniently lock and unlock when the computer is locked and unlocked.

Note: Mac, Linux, web, mobile, and 32-bit/ARM-based Teams clients are not currently supported.

Before you begin

  • The computer must be running 64-bit Teams desktop client version 1.3.00.15364 or later.

  • The computer must be Bluetooth enabled.

  • The Teams phone must be placed near the computer.

Connect the devices

  1. Sign in to the computer and the Teams phone as the same user.

  2. On the Teams phone, select your picture and then select Connect a device.

    Connect a device option

  3. Select Find a device.

  4. When the Teams phone locates the computer, select Connect.

  5. On the computer, select Connect.

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