Teams Calling App: Quick Reference Guide

Applies To:

  • Staff and Faculty who have migrated to Teams Calling

Steps:

This article covers several basic features of using Teams Calling with your ESU account:


How to answer calls: 

  • When you are called on Teams, you will receive a notification on the bottom right of your main monitor, accompanied by your ringtone. To accept the call, click the purple phone icon on the left. To decline the call, click the red phone icon on the right.

Teams phone call prompt


How to transfer phone calls:

  • After clicking the transfer button at the top, you will be presented with two different options; “Transfer”, or “Consult then transfer”. (Pictured below)

Transfer button located in top right corner of screen

  • Once either the “Transfer” or “Consult then transfer” buttons are selected, the end user will be put on hold until the transfer is completed. If the “Transfer” option is selected, you will be prompted by a pop-up (Pictured below) that says, “Invite someone or dial a number”. You can either type in the username of the user you would like to transfer them to, or type in the extension.

Call transfer dialog box

If “Consult then transfer” is selected the process will be the same, up until you click the “Transfer” button at the bottom. Instead of the caller being sent to the requested number automatically, you will still be on the line, and will be able to talk to the person who you are transferring to before sending the caller through.


How to block a phone number in Teams:

  • To block a phone number inside of Teams, first you need to open the “Calls” section and either right click on the number you would like to block or click the three horizontal dots on the right side of the number

Teams Calling Application with number pad and call history

  • To manage blocked phone numbers, you need to click the three horizontal dots in the top right of Teams

Three Horizontal dots to get to settings

  • From the options presented, select "Privacy"

Privacy button in the settings menu

  • On the screen that opens after clicking “Privacy”, click the “Edit blocked contacts” button

Blocked Contacts sub-section in settings (Edit Blocked Contacts)

  • On the next screen, you can see all numbers you have blocked, and unblock them if needed

Blocked user list


Signing in/out of Call Queues:

  • If you are part of a call queue, you can sign in and out by clicking the three horizontal dots in the top right of Teams then select "Calls".

Three horizontal dots to go to settings menuCall settings in the settings menu

  • Your Call Queue’s (CQ’s) will then show up on the top of the screen next to your personal account.

Display of different call queues being displayed

  • After clicking the desired Call Queue, you will be presented with a toggle button.

Call queue settings: "Call receiving"

  • When enabled (Circle on the right), you will receive calls that hit the CQ. When disabled (Circle on the left), you will not receive calls that hit the CQ.

Finding your audio and sound settings:

  • Before you can use Teams to make and receive calls, ensure that your audio and sound settings are properly set.
  • Start by pressing the three dots in the top right corner of the Teams application.

Three Horizontal dots to go to settings menu

  • The settings menu will display on the left side of the application. Click Devices.

"Devices" settings under "settings menu"

  • Under Audio Settings you can change the speaker output device or the microphone input device. After making any changes you can test those changes by clicking Make a test call. The test call will allow you to hear through your speaker device as well as anything you say into your microphone.

Test call button and sound devices set for speaker output and microphone input